sharepoint meet ecm - sps houston
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WelcomeSharePoint ECM
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Welcome to SharePoint Saturday Houston
• Please turn off all electronic devices or set them to vibrate.• If you must take a phone call, please do so in the hall so as not
to disturb others.• Thanks to our Title Sponsor: And our Platinum Sponsors:
Thank you for being a part of the 3rd Annual SharePoint Saturday for the greater
Houston area!
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Information• Speaker presentation slides will be available at
SharePointSaturday.org/Houston within a week• Keep checking website for future events• The Houston SharePoint User Group at
www.h-spug.org, will be having it’s May meeting Wednesday May 24th. Please be sure to join us!
• Have a great day!
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Why Chris? | @HoardingInfo
• Product Manager @CloudShare
• Knows Stuff about SharePoint
• ECM Speaker and Author of Standards
• Has Acronyms, on the Board of AIIM
• I have a Chihuahua named “Bean”
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Who is CloudShare?
• On-Demand SharePoint Farms in the cloud
• Non-Multi Tenant Full Server Access
• Pre-Installed SharePoint & MS Stack
• For Dev/Testing/POC/Demos and Training
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Logistics
• Define ECM
• ECM in SharePoint
• Talk the Talk
• Demo
• The Future
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Words of Wisdom
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Projects fail because of people, not technology
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ECM is a methodology NOT a technology
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If your migrating Shared DrivesYour doing it WRONG!
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If you don’t have a teamYour doing it WRONG!
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Folders are the new F*$# word
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ECM• The term ECM is old but still exists
• It’s the methodologies and process for capturing, storing, securing, and retrieving content.
• It makes your Information professionals– Work suck a little less– Spend less time finding content more time using it– Keeps your organization’s content secure and relevant
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ECM
• Your knowledge workers don’t pay attention to how they do what they do
• Your content managers don’t speak your language, and you don’t speak theirs
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ECM in SharePoint• Create a living Governance Plan• Create a taxonomy• Setup Document ID service• Plan for eDiscovery• Setup content types and content type publishing• Setup retention schedules per your file plan• Determine what Folksonomy to use• Enable records management in-place or records center• Evaluate value of document sets• Enable content audits
• All before a single document is uploaded
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ECM in SharePoint
Most of ECM in SharePoint is created outside of SharePoint
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Talk the Talk
SharePoint ECM
Managed Meta-Data Taxonomy
MMS, Rating, Keywords, Like It, Tagging Folksonomy
Document Sets Compound Documents
Content Types Not synonymous with Document Types
Information Management Policies Records Management
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Talk the Talk• System of Record• System of Engagement• Information Architecture – Hierarchy• Records Management• Taxonomy– Functional– Regional– Time Based
• eDiscovery
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DEMO
Stop Talking:
Show us
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What does the future hold
• CMIS• SharePoint 15• Folders go away• Content on-boarding is no longer the problem
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Tips
• Run out of this meeting and START NOW• Always think about v.Next• Governance, Do it, It’s not what you think• Pre-Mortem• Don’t Tell, SHOW!• Make friends | Crowd Source• Don’t foster bad habits ( workspaces, explorer view)• Out-of-the box as much as possible• Don’t look for cookie cutter implementations
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Resources
ECM & SharePoint: http://www.aiim.org/Community/SharePoint
Records Management: www.arma.org
Ready Taxonomies: http://www.hoardinginformation.com
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Thanks to all our Sponsors