jon barrett microsoft - rim...
TRANSCRIPT
Jon Barrett Solutions [email protected]
Agenda
Microsoft’s Information Management Strategy
Customer Case Studies
HomeStart Finance
SA Water
Business Productivity
Information Management
Compliance & Security
Microsoft Information Management Strategy
Key Elements
ProductivityEasy to Use, Efficient, Choice of User Interfaces
Broad Feature SetA single platform for Information Management
Core Function SetThe “Core 4” Building Blocks
ComplianceBuilt-in baseline Compliance / Records features
Open and ExtensibleAdditional productivity & compliance features can be added
Rich and Diverse Partner EcosystemFor COTS or Custom extensions, and implementation guidance
BusinessProcess &
Forms
Search
DocumentManagement
PlatformServices
PartnerSolutions
Portal
CollaborationReporting
People & Personalization
Collaboration• Collaboration Workspaces• Wikis & Blogs
Document Management• Document Versions & History• Workflow• Web Content Management
• Records Management (baseline)
People & Personalization• My Sites• Personalized Portal Content• Single-sign-on to Applications
Enterprise SearchBusiness Process and Forms• Electronic Forms & Signatures
Reporting• Scorecards & Dashboards
SharePoint’s “Core 4” building Blocks of Information Management
Office Integration
Site
Collections
ContentTypes
Metadata
Core #2 - Content Types What are they ?
Content
Type
Template
Metadata
SecurityWorkflow
RecordsPolicy
Wise Technology Whitepaper
Information Management in Microsoft SharePoint 2007,How to GuideJohn Wise
Wise Technology
Based on extensive research and implementationsat SA Water and other clients
Microsoft Australia - Information Management home pagehttp://www.microsoft.com/australia/government/Information_Management.aspx
Records ManagementTwo Implementation Approaches
Side-by-side with SharePoint Third-party ECM Application with SharePoint integration. Two Repositories. One or Two user interfaces – depends on integration
HP / TRIM OpenText (both LiveLink and eDOCS (Hummingbird)) EMC / Documentum Autonomy / Meridio
Add-on to SharePoint Custom (bespoke) Add-on Commercial-off-the-shelf (COTS) ISV Add-on
Unique World ‘RecordPoint’ OBS ‘i5’
Migration(Bulk Import)
Metadata Management
Backup &Recovery
Archiving &Disposal
Site Maintenance
& Deployment
RecordsManagement
Workflow
Completing the Document Management Solution
Office Integration
Site
Collections
ContentTypes
Metadata
Document Management CustomersMultinational / Overseas
OBS and i5 SoftwareAustralian / NZ Customers
Department of Employment,
Economic Development & Innovation
Unique World & Australia / NZ Customers
Case StudyMichael VeaseyManager Information TechnologyHomeStart Finance
Enterprise Document ManagementA Winning Strategy
Focus on the User Experience
Plan Scale and Consistency across your organisation
Build using the “4 Core” Features
Complete the solutionwith partner add-ons
Leverage lessons learned from Microsoft, Customers & System Integrators
Additional Resources Page 1
More Information about Document Management:
TechNet: Plan document management
TechNet Presentation: Microsoft Office SharePoint Server 2007: Document Management
MSDN: Enterprise Document Management Overview
MSDN: Document Management Overview
Managing the Full Lifecycle of Documents:
ECM Team Blog: Walkthrough - Using the SharePoint Server 2007 Approval Workflow
TechNet Presentation: Designing, Deploying, and Managing Workflow in SharePoint Sites
TechNet: Understanding Workflow
MSDN: Workflow Information Center
MSDN: Workflows in Office SharePoint Server 2007
Increasing IT Manageability and Efficiency:
MSDN: Information Rights Management Overview
MSDN Blog: MOSS Architecture and Shared Services
TechNet: Plan Shared Services Providers
TechNet: Analyze document usage
MSDN: Item-Level Auditing with SharePoint Server 2007
Additional Resources Page 2
Increased Adoption through Usability:
MSDN: Document Information Panel and Document Properties
Microsoft SharePoint Technologies Blog: Getting Started with Personalization in MOSS 2007 (Audience Targeting)
MSDN: User Profiles and Audience Targeting Overview
TechNet: Plan versioning, content approval, and check-outs
Additional Information about Integrating and Extending Your Document Management Capabilities:
MSDN: Document Information Panel
TechNet Presentation: Content Types and Metadata
Video: Extending the Document and Records Management Features of SharePoint Server 2007
MSDN Blog: InfoPath Forms in Office SharePoint Server 2007
MSDN: What Are Composite Applications?
Interoperability TechCenter
Customizing the Document Information Management Panel(William Cornwill, SharePoint TSP, Microsoft Australia)
Customizing the Document Information Panel - Presentation
Customizing the Document Information Panel - Script
Development and Deployment
SPSource on CodePlex
Additional Resources Page 3
Program GovernanceGovernance Resource Center for SharePoint Server 2007
Microsoft Whitepaper - Information Worker Competence CenterSimone Ruppertz-Rausch, Business Strategy Consultant, Microsoft
Microsoft Australia – Information Management home pageMicrosoft Australia - Information Management home page
« Balancing Act Video » (John Wise / Jon Barrett)
« How to Guide » (John Wise, Wise Technology)
« Five Point Diagnosis » (Jon Barrett)
Additional Resources Page 4
Microsoft SharePoint Software Partners forDocument ManagementAvePoint
K2
Metalogix
OBS
Quest
SchemaLogic
SeeUnity
Unique World
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS,
IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.