managing records with sharepoint 2013
DESCRIPTION
This presentation summarizes SharePoint 2013 adoption rates and value of new features and functions. Learn how you can best manage records with SharePoint 2013.TRANSCRIPT
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Managing Records with SharePoint 2013What is really possible?
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Governance: mgt of metadata and taxonomies
Governance: mgt of site proliferation
Missing functionality
Taking longer than expected to roll out
Technically more difficult than expected
Site administration
Content migration
Scalability / infrastructure requirements
Re-implementing custom for new releases
Integration with our existing systems
Linking and integration of imaging systems
None of these/Other
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
What would you say are your biggest on-going technical issues with your SharePoint 2003, 2007, or 2010 system? (Max three)
SharePoint – Technical Issues
#1 (and 2) Governance issues
#3 Missing Functionality
Technically difficult and taking longer to
roll-out than expected.
Previous Issues - 1
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Isn’t strong enough in document/records management/com-pliance
Management and governance
Social/mobile elements are not strong enough for us
It doesn’t extend well outside the firewall
Does not match well with our other content systems
We didn’t plan/execute the deployment properly
We didn’t/don’t have enough internal skills to deploy it properly
It works OK as a basic system but we struggle to take it further
It is too complex for us
It was not the correct strategic decision
Other
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
Why do you feel your SharePoint 2007, 2003, or 2010 implementation was not a good decision? (Max two)
Previous Issues - 2
67% ECM/RM /Compliance
functionality not strong enough
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What is the status of the following SharePoint versions in your organization?
Version 2003 2007 2010 2013
Live, but mostly legacy content 5% 15% 11% 2%
Live, primary version in use 3% 19% 48% 5%
Live on some sites or applications 2% 8% 19% 5%
Live in some form - total 10% 42% 78% 12%Rolling out 1% 1% 20% 17%Evaluation 1% 1% 8% 34%Superceded 22% 25% 8% 2%Have not used 28% 18% 14% 35%
SharePoint 2013 Changes Things
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Improved search/metadata-based navigation
Closer integration between Lync, Outlook, Exchange and SharePoint
Mobile device support
Improved application of retention policies
Integration of retention and e-discovery between SharePoint and Exchange
Community sites, micro-blogging and tagging
Specific e-discovery and hold functionality
BPM changes and InfoPath
Hybrid cloud and synchronization
None of these are important as yet
0% 10% 20% 30% 40% 50% 60%
Which SharePoint 2013 features are likely to be the most useful to your organization? (Max THREE)
#1 – improved search and navigation.
#2 - closer integration with
Lync, Outlook and Exchange.
#3 - mobile support.
#4 and 5 – retention
improvements.
Improvements
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We don’t differentiate between records and other content
User acceptance is more important than rigor for us, so it’s OK
With careful set up, it can comply with our needs
We still need some specialist customization services
We still need add-in 3rd party products
It still can’t really meet all of our compliance regulations
We already have a robust and compliant RM system – linked to SharePoint
We already have a robust and compliant RM system – stand-alone
0% 10% 20% 30%
How do you feel about using SharePoint 2013 for your records management requirements? 29% are prepared
to accept it as it is.
16% still need customization or 3rd party add-ins.
15% would like to use it but can’t (11% small and mid, 24% large).
21% using dedicated RM
system (mostly not linked to SP).
New ERM and eDiscovery Functionality
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ERM with SharePoint 2013 Training
AIIM – the leading training provider for information professionals 25,000+ course
attendees Self-paced or live
courses Courses can be
customized for your organization
Pass the online exam to earn the designation
Learn How to Best Manage Records and eDiscovery with SharePoint 2013• Records Management Components and
Features in SharePoint 2013• How to Use Content Types in SharePoint
2013 for Effective Records Management• How to Build an Information Management
Policy in SharePoint 2013• Records Retention in SharePoint 2013• How to Create a File Plan in SharePoint
2013• Capturing records into SharePoint 2013 • Creating and Configuring a SharePoint 2013
Records Center Site• Managing Records In-place in SharePoint
2013• Disposition in SharePoint 2013• eDiscovery and SharePoint 2013
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Some AIIM Training Attendees
"The class was truly the best training class I have ever taken!”, Attendee from Chicago, IL
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"I see AIIM as a leading resource of knowledge in the industry of electronic records and ways to manage them. It will continue to be a source I turn to for future educational opportunities and growth." Attendee from Tumwater, WA
"Excellent balance of instruction, debate and workshops. Suitable for organizations at all stages of development." Attendee from London, UK
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