Document Management & Workflow
|
|
- Gregory Walsh
- 8 years ago
- Views:
Transcription
1 New 2012 Guide! E-Records Institute SharePoint Governance: Leveraging MS SharePoint 2010 for Document Management & Workflow Including Electronic Records Management & More A Management Primer Robert F. Smallwood, MBA IMERGE Consulting Leveraging SharePoint 2010 for DM & Workflow 2012 R. F. Smallwood Do Not Copy 1
2 Who we are E-Records Institute is a specialized consulting practice of IMERGE Consulting. IMERGE is North America's largest and most experienced team of experts in the broader fields of enterprise content management (ECM) and business process optimization. IMERGE is also a leading provider of education courses in records management, electronic document capture and e-discover. IMERGE has offices in major cities including Boston, San Francisco, Toronto, Chicago, Houston, Los Angeles, Minneapolis, Seattle, New Orleans and Washington, DC. What we have achieved Our track record speaks for itself: We have completed more successful projects, published more articles and given more expert presentations than any other enterprise content management consulting firm in the world. We are proud that our organizations include some of the world s best and largest public and private organizations. Learn more about us at imergeconsult.com or contact an IMERGE professional today to discuss putting our expertise to work for you. About the Author Robert Smallwood, MBA, Master of Information Technology, Laureate of Information Technology is a founding Partner of IMERGE Consulting and has been recognized as one of the industry s 25 Most Influential People and Top 3 Independent Consultants by KM World magazine. Some of his past organizations include Bank of America, AT&T, Xerox and IBM. He has published more than 100 articles and given more than 50 conference presentations on document, records and content management. He is the author of several books including, Safeguarding Critical E-Documents, and, Taming the Tiger, and the upcoming books, Managing Electronic Records, Information Governance for Business Documents & Records, to be published by Wiley & Sons. Leveraging SharePoint 2010 for DM & Workflow 2010 R. F. Smallwood Do Not Copy 2
3 LEVERAGING MS SharePoint 2010 for Document Management & Workflow Table of Contents Executive Summary...4 Document Management...5 SharePoint Governance: First Steps...6 SharePoint: The Panacea for DM?...9 SharePoint Cannot Remedy Poor DM...10 SharePoint 2010: The 10 Most Important Features...11 DM Improvements in SharePoint 2010 vs Additional SharePoint 2010 Improvements for DM...17 How Document Management Has Evolved in SharePoint More on Document Management in SharePoint Is SharePoint 2010 the Answer for Document Management?...28 Overview of Document Management in SP Server The Document Management Planning Process for SP Maximizing SP2010 DM-Using Managed Terms and Keywords...48 Workflows in SharePoint InfoPath Forms for Workflows...65 Workflow Task Forms in Microsoft SharePoint Server SharePoint 2010 Metadata and Taxonomy Management...68 Information Lifecycle Model...71 Electronic Records Management Detailed Definition & ECM Role...72 Records Management Fundamentals...74 E-Records Management Summary...77 New RM Capabilities in SharePoint Improved RM in SharePoint How SharePoint 2010 Improves on ERM...79 ERM Using SharePoint 2010 Records Center...81 SharePoint 2010 Records Management Capabilities & Changes...86 SharePoint 2010 Records Management Review...87 Glossary of Terms...88 SP2010 for DM & Workflow 2012 R. F. Smallwood Do Not Copy 3
4 Executive Summary Document management controls the life cycle of documents in organizations how they are created, reviewed, published, and consumed, and how they are ultimately disposed of or retained. SharePoint 2010 has greatly improved document management features over SharePoint 2007 it seems Microsoft listened to concerns of system administrators, users, and records managers. This report provides rich detail on how to best leverage new SP2010 features in implementing document management and workflow, and also how to administer SP2007 document management, workflow, information policies and more. A well-designed document management system promotes finding and sharing documents easily. It promotes knowledge management and information mining. It helps an organization meet its legal and compliance requirements. It provides features at each stage the document life cycle, from template creation to document authoring, reviewing, publishing, auditing, and ultimately destroying or archiving. SharePoint 2007 was a good starting point, and now SP2010 is a platform that helps organizations accomplish their document management and workflow implementation goals, with support for records management. Document management planning considerations include how content will be organized in document libraries, the metadata to define for each type of content, the workflows that will be required during the content's lifecycle, and the policies to apply to the content. Document management is a subset and component of the broader term of enterprise content management (ECM) and is related to document imaging, workflow, records management and digital asset management. This Management Guide the most complete and current available today will assist document managers, records managers, system administrators, IT managers, compliance managers and others involved in document management, workflow, electronic records and e-discovery implementations using SharePoint 2010 to make intelligent, informed decisions. 4
5 Document Management DEFINING DOCUMENT MANAGEMENT Document management is a component of ECM. Document management controls the life cycle of documents in organizations how they are created, reviewed, published, and consumed, and how they are ultimately disposed of or retained. An Electronic Document Management System (EDMS or DMS) is software or a suite of programs designed to store and track electronic documents. In more detail, a document management system is used to track and store electronic documents such as word processing and spreadsheet files, digital report files, and scanned images of paper-based documents. Document management is a subset and component of the broader term of enterprise content management (ECM) and is related to document imaging, workflow, records management and digital asset management. A well-designed document management system promotes finding and sharing documents easily. It organizes content in a logical way, and makes it easy to standardize content creation and presentation across an enterprise. It promotes knowledge management and information mining. It helps an organization meet its legal and compliance requirements. It provides features at each stage the document life cycle, from template creation to document authoring, reviewing, publishing, auditing, and ultimately destroying or archiving. 1 According to a survey by Forrester Research, more than 75% of organizations invested in document management in 2011, and this strong trend will continue for the foreseeable future The Elements of a Document Management System An effective document management solution specifies: What types of documents and other content can be created. What templates to use for each type of document. What metadata to provide for each type of document. Where to store documents at each stage of a document s life cycle. How to control access to a document at each stage of its life cycle. How to move documents within the organization as team members contribute to document creation, review, approval, publication, and disposition. What policies to apply to documents so that document-related actions are audited, documents are retained or disposed of properly, and content important to the organization is protected. 5
6 How documents are converted as they transition from one stage to another during their life cycles. How documents are treated as corporate records, which must be retained according to legal requirements and corporate guidelines. 1 SharePoint Governance: First Steps Like most things in life, An ounce of prevention is worth a pound of cure. In the case of SharePoint deployments for managing content, especially documents and records, organizations can avoid a lot of headaches and future information governance (IG) risks if they invest time and deliberation in planning how they will deploy SharePoint, and what its business objectives are, and then making all the necessary policy decisions before piloting a roll out of the site to users. This planning process necessarily involves consulting with users about their collaboration, business process, document usage and information storage needs. It also may mean including the records and information management (RIM) staff for guidance on crucial records management issues, and legal staff for legal and compliance requirements. Otherwise, users will start creating and storing documents without knowing what rules to follow, or why the rules exist, and they will find their own workarounds to satisfy their unique document management business requirements. Critical to success in most SharePoint deployments is the input and influence of a Business Analyst. For instance, if you restrict file size requirements too much, the users will store them somewhere perhaps unsecured in the cloud. If you do not allow certain file types, and the users need them, they will find a place to store them. And soon you will have all sorts of variations of folder and file systems and scattered documents and records which results in content chaos. This is more than a mess. It is a costly mess, since economically and efficiently retrieving e-documents and records during e-discovery for legal proceedings will be fraught with search and retrieval challenges. There are also regulatory compliance factors that must be incorporated into SharePoint governance decisions for most organizations. Critical to success in most SharePoint deployments is the input and influence of a Business Analyst, and particularly one who is adept at business process management (BPM) and has a solid understanding of taxonomy principles. If they can bring a library science background to the table, so much the better. 1 February, Microsoft SharePoint DM White Paper 6
7 Where DO You Start? First develop a Problem Statement and formulate Business Objectives for the SharePoint deployment. Then align those objectives with your overall Strategic Plan. Start from a high-level, with strategy and corporate governance issues. Develop a Problem Statement so you know what you are trying to accomplish, and then develop measureable, time-constrained Business Objectives so progress and success toward milestones can be measured. Next, be sure to align these objectives with your organization s overall Vision Statement or Strategic Plan. Aligning technology with business considerations is key to a successful SharePoint deployment. Determine the scope of the SharePoint deployment just where are the boundaries of documents and content types you are going to manage? Which documents will be managed by SharePoint? Which are more active and may need to be externalized and managed by a third party solution? What about records management? E-discovery requirements? Which document types are classified as archival and not needed to be actively managed in SharePoint? These are the types of questions you should be asking, not only from an information governance perspective, but also for optimizing future system performance of SharePoint. Better processes and fewer documents mean faster performance when you are in the heat of the business battle. Who s on First? Or, in other words, Who owns the system? And beyond that, who will contribute documents, who will be allowed to view and/or edit documents, and who will manage the deployment of the SharePoint site? Key questions are: Who is the executive sponsor? Who is responsible for completing the initial deployment project? Who is responsible for day-to-day administration of the site? Who defines and sets up document and content types? List values? Who owns the content in the site? Who is responsible for controlling access to the site? For making changes as users roles change or they are terminated? Who will train users? Initially? On an ongoing basis? Roles & Responsibilities Clear roles and their associated responsibilities for contributing to, maintaining and utilizing the content in SharePoint must be established. Some examples of roles are: 7
Document Management & Workflow
New 2012 Guide! E-Records Institute SharePoint Governance: Leveraging MS SharePoint 2010 for Document Management & Workflow Including Electronic Records Management, E- Discovery, Project Management Issues
More informationDocument Management & Workflow
New 2012 Guide! E-Records Institute SharePoint Governance: Leveraging MS SharePoint 2007/2010 for Document Management & Workflow Including Electronic Records Management, E- Discovery, Project Management
More informationInformation Governance
New 2011 Report! Information Governance Fundamentals, Best Practices & Implementation Issues A Management Primer Including: Information Governance Framework Information Governance Maturity Models E-Document
More informationElectronic Records Management: Software Evaluation Decision Guide
Electronic Records Management: Software Evaluation Decision Guide SELECTING A SOFTWARE PROVIDER AND IMPLEMENTING SUCCESSFULLY A MANAGEMENT DECISION GUIDE AUTONOMY CA EMC H-P HYLAND INFOLINX IBM INI INTEGRO
More informationENTERPRISE DIGITAL RIGHTS MANAGEMENT SOFTWARE
Protecting Electronic Documents ENTERPRISE DIGITAL RIGHTS MANAGEMENT SOFTWARE For Securing E-Documents Inside and Outside the Enterprise A MANAGEMENT PRIMER Robert F. Smallwood, MBA IMERGE Consulting Who
More informationE-DISCOVERY: A Primer
New for 2010 E-DISCOVERY: A Primer Electronic Discovery Principles, Best Practices & Standards A MANAGEMENT PRIMER Robert F. Smallwood, MBA With Amy Girst, J.D. 2010 R. F. Smallwood and Charmaine Brooks
More informationElectronic Health Records: Trends, Issues, Regulations & Technologies
New September 2010 Critical Report! Electronic Health Records: Trends, Issues, Regulations & Technologies A Management Primer & Update Including: EHR Definition and Role EHR vs. EMR The New Momentum in
More informationE-discovery Project Decision Guide
E-discovery Project Decision Guide Policy, Process & Software FORMING POLICIES AND IMPLEMENTING SUCCESSFULLY A MANAGEMENT DECISION GUIDE THIS REPORT IS A CRITICAL GUIDE FOR RECORDS MANAGERS, IT MANAGERS,
More informationManaging explicit knowledge using SharePoint in a collaborative environment: ICIMOD s experience
Managing explicit knowledge using SharePoint in a collaborative environment: ICIMOD s experience I Abstract Sushil Pandey, Deependra Tandukar, Saisab Pradhan Integrated Knowledge Management, ICIMOD {spandey,dtandukar,spradhan}@icimod.org
More informationUsing SharePoint to Manage Project Documentation
Using SharePoint to Manage Project Documentation Oakwood Systems Group, Inc. Lloyd Miller, PMP Director of Delivery Assurance Glenn Goldberg, VTS-P SharePoint Practice Manager Oakwood Vision & Mission
More informationSharePoint Term Store & Taxonomy Design Harold Brenneman Lighthouse Microsoft Technology Group
SharePoint Term Store & Taxonomy Design Harold Brenneman Lighthouse Microsoft Technology Group Lighthouse Computer Services, All rights reserved Harold Brenneman Consulting Manager MBA, focusing on the
More informationMicrosoft SharePoint and Records Management Compliance
Microsoft SharePoint and Records Management Compliance White Paper Revision: 2 Date created: 20 February 2015 Principal author: Nigel Carruthers-Taylor, Principal, icognition Reference: 15/678 Summary
More informationManaging Records From Physical to Electronic. Presented by Sindy Lee
Managing Records From Physical to Electronic Presented by Sindy Lee Introduction Physical vs Electronic Records Combining Physical and Electronic Records Steps in Implementing an Electronic Records Management
More informationAV-20 Best Practices for Effective Document and Knowledge Management
Slide 1 AV-20 Best Practices for Effective Document and Knowledge Management Douglas J. Vargo Vice President, Information Management Practice 2013 Invensys. All Rights Reserved. The names, logos, and taglines
More informationDigital Asset Management (DAM)
Digital Asset Management (DAM) Definitions, Benefits, Technologies & Success Metrics AN EXECUTIVE GUIDE DEFINITIONS BENEFITS STANDARDS TYPES OF DAM SYSTEMS HOW DAM SYSTEMS OPERATE LEADING SOFTWARE & SERVICES
More informationManaging Electronic Records. Methods, Best Practices, and Technologies. Wiley CIO
Brochure More information from http://www.researchandmarkets.com/reports/2213100/ Managing Electronic Records. Methods, Best Practices, and Technologies. Wiley CIO Description: The ultimate guide to electronic
More informationEnterprise Content Management. Image from http://webbuildinginfo.com/wp-content/uploads/ecm.jpg. José Borbinha
Enterprise Content Management Image from http://webbuildinginfo.com/wp-content/uploads/ecm.jpg José Borbinha ECM? Let us start with the help of a professional organization http://www.aiim.org http://www.aiim.org/about
More informationSharePoint 2013 Migration Readiness
SharePoint 2013 Migration Readiness Decision Points around Migrating to SharePoint 2013 MARK ECKERT Contents Purpose... 1 SharePoint 2013 Implementation Options... 1 On-premise installation... 1 Cloud...
More informationUsing Microsoft SharePoint for Project Management
ASPE IT Training Using Microsoft SharePoint for Project Management A WHITE PAPER PRESENTED BY ASPE www.aspe-it.com 877-800-5221 Using Microsoft SharePoint for Project Management A modern Project Management
More informationDocument Management and Records Management in SharePoint 2013. Scott Jamison
Document Management and Records Management in SharePoint 2013 Scott Jamison Chief Architect & CEO Digital Asset Management Document Imaging Workflow Document Management Records Management
More informationENTERPRISE CONTENT MANAGEMENT. Which one is best for your organisation?
ENTERPRISE CONTENT MANAGEMENT Which one is best for your organisation? INFORMATION MANAGEMENT Information management environments are comprised of legacy information resident in line of business applications,
More informationBLUESKIES. Microsoft SharePoint and Integration with Content Management Platforms. FileHold - Providing Advanced Content Management Functionality
C O N S U L T I N G Microsoft SharePoint and Integration with Content Management Platforms FileHold - Providing Advanced Content Management Functionality Prepared by: Keith Corbett, Principal, Blueskies
More informationReduce Cost, Time, and Risk ediscovery and Records Management in SharePoint
Reduce Cost, Time, and Risk ediscovery and Records Management in SharePoint David Tappan SharePoint Consultant C/D/H davidt@cdh.com Twitter @cdhtweetstech Don Miller Vice President of Sales Concept Searching
More informationMicrosoft SharePoint 2010 Site Collection and Site Administration Course 50547A; 5 Days, Instructor-led
Lincoln Land Community College Capital City Training Center 130 West Mason Springfield, IL 62702 217-782-7436 www.llcc.edu/cctc Microsoft SharePoint 2010 Site Collection and Site Administration Course
More informationERA Challenges. Draft Discussion Document for ACERA: 10/7/30
ERA Challenges Draft Discussion Document for ACERA: 10/7/30 ACERA asked for information about how NARA defines ERA completion. We have a list of functions that we would like for ERA to perform that we
More informationTerrence Coan, CRM - Baker Robbins & Company 1
Life Cycle Management of Records in a Matter Centric Environment ILTA Records Management Peer Group Terrence Coan, CRM Orlando, Florida 2006 Baker Robbins & Company Agenda Current reality Why manage the
More information2007 to 2010 SharePoint Migration - Take Time to Reorganize
2007 to 2010 SharePoint Migration - Take Time to Reorganize by Mark Klinchin CTO, MetaVis Technologies May 2010 Phone: (610)-717-0413 Email: info@metavistech.com Website: www.metavistech.com Introduction
More informationPerceptive Software: Corporate Profile
Perceptive Software: Corporate Profile It is estimated that 80% of enterprise information is unstructured. Scanned contracts and invoices, customer communication, employee files and the like are too complex
More informationSharePoint 2010 Pragmatic implementation and use at a corporate level. Carol Van der Donck
SharePoint 2010 Pragmatic implementation and use at a corporate level Carol Van der Donck Agenda What is SP2010 Some facts SharePoint Governance Conclusion Agenda What is SP2010 Some facts SharePoint Governance
More informationTechnology Solutions. Man a g e th e ch a n g i n g Rec o r d s Ma n a g e m e n t. More than 90% of records created today are electronic
More than 90% of records created today are electronic Paper based records have increased 36% Man a g e th e ch a n g i n g Rec o r d s Ma n a g e m e n t l a n d s c a p e wi t h TAB. Technology Solutions
More informationKit Rowley. Subject: Content type and workflow planning (SharePoint Server 2010) Attachments: image001.gif. Plan content types. Plan content types
Kit Rowley Subject: Content type and workflow planning (SharePoint Server 2010) Attachments: image001.gif Content type and workflow planning (SharePoint Server 2010) Published: May 12, 2010 This article
More informationUsing Enterprise Content Management Principles to Manage Research Assets. Kelly Mannix, Manager Deloitte Consulting Perth, WA.
Using Enterprise Content Management Principles to Manage Research Assets Kelly Mannix, Manager Deloitte Consulting Perth, WA November 2010 Agenda Introduction Defining ECM Understanding the Challenges
More informationLessons from the field: Implementing Information Governance and Records Management with Microsoft SharePoint
Lessons from the field: Implementing Information Governance and Records Management with Microsoft SharePoint Veli-Matti Vanamo - Principal Consultant at Ignia - 12 Year SharePoint Veteran (there should
More informationedocs Strategy and Roadmap
edocs Strategy and Roadmap Iain Jones EMEA, edocs Business Manager Rev 2.0 01102010 Copyright 2010 Open Text Corporation. All rights reserved. Expires March 31, 2011. 1 Agenda An Understanding Year In
More informationCertified Information Professional 2016 Update Outline
Certified Information Professional 2016 Update Outline Introduction The 2016 revision to the Certified Information Professional certification helps IT and information professionals demonstrate their ability
More informationIntroduction to Enterprise Content Management (ECM) Priscilla Emery - Principal, Information Management IQ Business Group October 29, 2014
Introduction to Enterprise Content Management (ECM) Priscilla Emery - Principal, Information Management IQ Business Group October 29, 2014 Agenda What is ECM? Component technologies Component practices
More informationSharePoint 2013 for Business Process Automation
SharePoint 2013 for Business Process Automation Course Number: 12966 Category: SharePoint Duration: 3 Days Course Description This three-day instructor-led course teaches business professionals how to
More informationDeleting Electronic Records Setting Yourself Up for Success. Pilar C. McAdam, CRM, ERMm Partner, Information Governance
Deleting Electronic Records Setting Yourself Up for Success 1 1 Pilar C. McAdam, CRM, ERMm Partner, Information Governance About Pilar C. McAdam, CRM, ERMm Partner, Information Governance, Kaizen InfoSource
More informationEnterprise Content Management with Microsoft SharePoint
Enterprise Content Management with Microsoft SharePoint Overview of ECM Services and Features in Microsoft Office SharePoint Server 2007 and Windows SharePoint Services 3.0. A KnowledgeLake, Inc. White
More informationECM+ Maturity Model. Defining the corporate benchmark against best practices
ECM+ Maturity Model Defining the corporate benchmark against best practices Michael Elkins CM Mitchell Consulting 6200 S. Syracuse Way, Suite 125 Greenwood Village, CO 80111 Phone: (303) 526-2796 www.cm-mitchell.com
More informationSharePoint Training DVD Videos
SharePoint Training DVD Videos SharePoint 2013 Administration Intended for: Prerequisites: Hours: Enterprise Content Managers / Administrators Planners / Project managers None 16 hours of video + 18 hours
More informationILM et Archivage Les solutions IBM
Information Management ILM et Archivage Les solutions IBM Dr. Christian ARNOUX Consultant Information Management IBM Suisse, Software Group 2007 IBM Corporation IBM Strategy for Enterprise Content Compliance
More informationA 15-Minute Guide to 15-MINUTE GUIDE
A 15-Minute Guide to Retention Management 15-MINUTE GUIDE Foreword For you as a business professional, time is a precious commodity. You spend much of your day distilling concepts, evaluating options,
More informationCreating a File Plan. Pre-Session Handouts. File Plan Policy. What is a File Plan and why should I care?
Pre-Session Handouts Business Card Slides File Plan Worksheet Creating a File Plan Wess Jolley, CRM Dartmouth College Management What is a File Plan and why should I care? A File Plan is a written schema
More informationMS 50547B Microsoft SharePoint 2010 Collection and Site Administration
MS 50547B Microsoft SharePoint 2010 Collection and Site Administration Description: Days: 5 Prerequisites: This five-day instructor-led Site Collection and Site Administrator course gives students who
More informationWhat We ll Cover. Defensible Disposal of Records and Information Litigation Holds Information Governance the future of records management programs
What We ll Cover Foundations of Records and Information Management Creating a Defensible Retention Schedule Paper v. Electronic Records Organization and Retrieval of Records and Information Records Management
More informationNAVIGATING THE MAZE. 2013 LEGAL CIO ROUNDTABLE RETREAT March 3-5, 2013 The Boulders Hotel Carefree, Arizona. 2013 CIO Roundtable Retreat
NAVIGATING THE MAZE 2013 LEGAL CIO ROUNDTABLE RETREAT March 3-5, 2013 The Boulders Hotel Carefree, Arizona Information Governance Define your Process and Framework Agenda Information Governance Defined
More informationRecords Management and SharePoint 2013
Records Management and SharePoint 2013 SHAREPOINT MANAGEMENT, ARCHITECTURE AND DESIGN Bob Mixon Senior SharePoint Architect, Information Architect, Project Manager Copyright Protected by 2013, 2014. Bob
More informationPrint Management customers have a print first mentality Print management tools are utilized daily by the majority of users in an organization
1 Print Management customers have a print first mentality Print management tools are utilized daily by the majority of users in an organization Introducing capture integrated into the print management
More informationXerox Workflow Automation Services Solutions Brochure. Xerox DocuShare 7.0. Enterprise content management for every organization.
Xerox Workflow Automation Services Solutions Brochure Xerox DocuShare 7.0 Enterprise content management for every organization. Office Work Can Work Better Despite huge advances in the technology and tools
More informationGlobal Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com
Global Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com W H I T E P A P E R L e v e r a g e R e c o r d s M a n a g e m e n t B e s t P r a c t i c e s t
More informationSharePoint Deployment at the FSU College of Education
SharePoint Deployment at the FSU College of Education This document presents benefits of Microsoft Share Point (SP) for the College of Education faculty and staff, highlights critical success factors,
More informationECM AS A CLOUD PLATFORM:
ECM AS A CLOUD PLATFORM: KEEP IT SIMPLE TABLE OF CONTENTS ECM as a Cloud Platform 2 What is a Cloud Platform? 2 What is a Cloud Application? 3 SpringCM The World s Leading ECM Cloud Platform Provider 6
More informationThe Intelligent Content Framework
The Intelligent Content Framework A practical approach to accelerating the Study Design and Regulatory Documentation Development Processes using a Rules-driven, Structured Content Authoring Solution Framework
More informationThe SharePoint Maturity Model
The SharePoint Maturity Model Version 2.1 Last revised: 16 November 2011 11/27/2011 Copyright 2011 Sadalit Van Buren 1 What s In It For Me? The Maturity Model can help you develop your strategic roadmap,
More informationCapabilities Statement
Capabilities Statement HBR Consulting provides advisory and procurement optimization services for professional service firms. We have deep expertise in professional services or law department operations,
More informationDeveloping an Effective Email Management Solution in SharePoint
Developing an Effective Email Management Solution in SharePoint Introduction - The Case for SharePoint Email management is a critical requirement for many organizations today, however deploying and supporting
More informationMy Documentum. Personal Access to Documentum from Everyday Applications. Copyright 2009 EMC Corporation. All rights reserved.
My Documentum Personal Access to Documentum from Everyday Applications 1 My Documentum Family Information Content Management Challenges Using Common Business Applications Compliance Difficulty adhering
More informationAchieving Content Governance in the Collaborative and Social Business. Mike Alsup, Gimmal September 24, 2013
Achieving Content Governance in the Collaborative and Social Business Mike Alsup, Gimmal September 24, 2013 2 Alsup Frame of Reference 34 Years as ECM/RM Consultant/Integrator Accenture, Booz Allen, BSG,
More informationThe Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION
The Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION Amanda Perran 6 Time MVP Microsoft SharePoint Server Practice Lead, SharePoint - Plato vts Microsoft Co-Author of Beginning SharePoint 2007
More informationBest Practices for Migrating from Lotus Notes to Microsoft Exchange and SharePoint
Best Practices for Migrating from Lotus Notes to Microsoft Exchange and SharePoint A White Paper Written by Technology Strategy Research, LLC and Sponsored by Quest Software - Best Practices for Migrating
More informationImplementing SharePoint 2010 as a Compliant Information Management Platform
Implementing SharePoint 2010 as a Compliant Information Management Platform Changing the Paradigm with a Business Oriented Approach to Records Management Introduction This document sets out the results
More informationHummingbird edocs for Microsoft SharePoint
Transforming Information into Intelligence > Hummingbird edocs for Microsoft SharePoint A Technical Primer for the Legal Industry HumeDocs_MSSharepointTB0206.indd 1 1/25/06 3:23:56 PM Transforming Information
More informationThe IBM Archive Cloud Project: Compliant Archiving into the Cloud
Christian Bolik, IBM Research & Development, November 2010 The IBM Archive Cloud Project: Compliant Archiving into the Cloud (...or in German: Revisionssichere Ablage in der Cloud) Disclaimer Copyright
More informationLaserfiche for Federal Government MEET YOUR AGENCY S MISSION
Laserfiche for Federal Government MEET YOUR AGENCY S MISSION HOW ENTERPRISE CONTENT MANAGEMENT Serves Civilian and Defense Agencies Whether a federal agency supports farmers in the field, soldiers overseas
More informationHow to Manage Your SharePoint Cloud Based Business
Enhancing SharePoint's Records Capabilities Real Life Cases for 3rd Party Solutions December 9, 2013 Agenda About the Speaker and his Company What is Driving Information Management Why SharePoint? Why
More informationDocument Lifecycle Management for Engineering and Resources
Document Lifecycle Management for Engineering and Resources Need to Manage Engineering Documents? Fastman s Document Lifecycle Management for Engineering and Resources can help! What is DLM4ER? Document
More informationTHE FUTURE OF COLLABORATION
THE FUTURE OF COLLABORATION Dell + Microsoft Office SharePoint Server 2007 SIMPLIFYING IT Microsoft Office SharePoint Server 2007 is one of the most valuable tools for today s businesses, letting you efficiently
More informationEverSuite. Enterprise Content Management Solutions. Capture. Manage. Store. Preserve. Publish
EverSuite Capture Manage Store Preserve Publish Enterprise Content Management Solutions The growth of unstructured content and processes has created many new challenges for organizations from employee
More informationThe Smart Archive strategy from IBM
The Smart Archive strategy from IBM IBM s comprehensive, unified, integrated and information-aware archiving strategy Highlights: A smarter approach to archiving Today, almost all processes and information
More informationStreamline Enterprise Records Management. Laserfiche Records Management Edition
Laserfiche Records Management Edition Streamline Enterprise Records Management Controlling your organization s proliferating paper and electronic records can be demanding. How do you adhere to records
More informationThe Future of Information
Place image here The Future of Information Management Bill Tolson Iron Mountain In the face of an ongoing electronic information explosion, information management becomes an imperative. Organizations need
More informationDocument Storage Tips: Inside the Email Vault
Portfolio Media. Inc. 860 Broadway, 6th Floor New York, NY 10003 www.law360.com Phone: +1 646 783 7100 Fax: +1 646 783 7161 customerservice@law360.com Document Storage Tips: Inside the Email Vault Law360,
More informationSUCCESSFUL SHAREPOINT IMPLEMENTATIONS. Maximize Application Availability and Protect Your Mission Critical Assets
SUCCESSFUL SHAREPOINT IMPLEMENTATIONS Maximize Application Availability and Protect Your Mission Critical Assets Brought to You By 5090 Richmond Avenue Suite #336 3 Second Street, Suite # 202 Houston,
More informationWhitepaper: Creating an ECM Advisory Board and Program Charter
Whitepaper: Creating an ECM Advisory Board and Program Charter By: Ronda Ringo November 2013 The Problem A year ago, Todd, an IT Director, and Melanie, a Director of Business Process Improvement, had been
More informationConcept Proposal. A standards based SOA Framework for Interoperable Enterprise Content Management
Concept Proposal A standards based SOA Framework for Interoperable Enterprise Content Management Mike Connor miconnor@adobe.com Paul Fontaine Paul.Fontaine@ost.dot.gov What is it? IECM Framework Vision:
More informationtrumpet DOCUMENT MANAGEMENT: It s It's More Than Going Paperless
trumpet d. 4 I DOCUMENT MANAGEMENT: It s It's More Than Going Paperless CONTENTS Executive Summary 1 Ease Compliance Concerns 2 Improve Productivity 2 Save Time and Money 3 Enhance Client Service & Grow
More informationMicrosoft Technology Practice Capability document. MOSS / WSS Building Portal based Information Worker Solutions. Overview
Microsoft Technology Practice Capability document Overview Microsoft Office SharePoint Server (MOSS) and Windows SharePoint Services (WSS) facilitate rapid website creation that supports specific content
More informationBreaking Down the Silos: A 21st Century Approach to Information Governance. May 2015
Breaking Down the Silos: A 21st Century Approach to Information Governance May 2015 Introduction With the spotlight on data breaches and privacy, organizations are increasing their focus on information
More informationElectronic Content Management Workshop
Electronic Content Management Workshop www.archives.nysed.gov Workshop Objectives Introduction and understanding of an ECMS Understand the potential capabilities Selecting the right ECMS Managing records
More informationUSING SOCIAL KNOWLEDGE NETWORKS
USING SOCIAL KNOWLEDGE NETWORKS To Bridge the Information Access Gap in SharePoint Environments INMAGIC POSITION PAPER 3/31/2010 Copyright Inmagic, Inc. All rights reserved. USING SOCIAL KNOWLEDGE NETWORKS
More informationThe biggest challenges of Life Sciences companies today. Comply or Perish: Maintaining 21 CFR Part 11 Compliance
S E P T E M B E R 2 0 1 3 Comply or Perish: The biggest challenges of Life Sciences companies today are maintaining a robust product pipeline and reducing time to market while complying with an increasing
More informationThe Power of Classifying in SharePoint 2010
The Power of Classifying in SharePoint 2010 by Agnes Molnar, Microsoft SharePoint MVP October 2010 Phone: (610)-717-0413 Email: info@metavistech.com Website: www.metavistech.com Introduction As a Microsoft
More informationRecords Management 101
Records Management 101 Tiffany Songvilay #SPSBurgh @officeovereasy 1 Agenda What is Records Management? Out-of-the-box solutions Centralized vs. in-place debate What s new in 2013 2 Who is Tiffany Songvilay?
More informationSharePoint 2010. Overview, Governance, and Planning. (^Rll^^fc^ i ip?"^biifiis:'iissiipi. Scott Jamison. Susan Hanley Mauro Cardarelli.
Ec,V$%fMM SharePoint 2010 i ip?"^biifiis:'iissiipi Overview, Governance, (^Rll^^fc^ and Planning Ipft^'" Scott Jamison Susan Hanley Mauro Cardarelli Upper Saddle River, NJ Boston Indianapolis San Francisco
More informationMicrosoft SharePoint and EMC Documentum: A perfect combination
Microsoft SharePoint and EMC Documentum: A perfect combination Agenda Case Study: Akzo Nobel The EMC Approach to the Sharepoint integration Functionality available in the client Functionality available
More informationThe SharePoint Maturity Model
The SharePoint Maturity Model Presented as a Live Broadcast for Nothing But SharePoint 1 March 2011 Hosted By 1 Agenda Logistics What s in it for me? About Me About My Company About the SharePoint Maturity
More informationRecords management in SharePoint 2010
Records management in SharePoint 2010 Implications and issues Crown copyright 2011 You may re-use this information (excluding logos) free of charge in any format or medium, under the terms of the Open
More informationIBM Enterprise Content Management Product Strategy
White Paper July 2007 IBM Information Management software IBM Enterprise Content Management Product Strategy 2 IBM Innovation Enterprise Content Management (ECM) IBM Investment in ECM IBM ECM Vision Contents
More informationNuance Power PDF is PDF uncompromised.
is PDF uncompromised. Collaboration and productivity at a price that makes business sense. 2 is the next generation PDF solution that delivers performance, ease, and value as never before. PDF uncompromised.
More informationAn Introduction to Transparent Records Management
Records Management Focus White Paper An Introduction to Transparent Records Management Learn More Inside: Meet the needs of both records managers and general users. Easily manage multiple departments information
More informationPractical tips for managing e mail
E MAIL MANAGEMENT E mail messages both sent and received that provide evidence of a government transaction are considered public records. Agencies and locality Records Officers must ensure that e mail
More informationimis & Document Management Systems
imis & Document Management Systems Session Objectives What is Document Management? Why is important from a business perspective? The Marketplace Implementing a Doc Mgmt Solution How imis can be used with
More informationArchiving A Dell Point of View
Archiving A Dell Point of View Dell Product Group 1 THIS POINT OF VIEW PAPER IS FOR INFORMATIONAL PURPOSES ONLY, AND MAY CONTAIN TYPOGRAPHICAL ERRORS AND TECHNICAL INACCURACIES. THE CONTENT IS PROVIDED
More informationHow To Manage Records At The Exceeda Agency
Table of Contents Table of Contents... i I. Introduction and Background... 1 A. Challenges... 1 B. Vision and Goals... 1 II. Approach and Response... 2 A. Set up a Governance Structure... 2 B. Established
More informationDon t let your SharePoint project go off the rails! Steve Rastall igroup SharePoint Microsoft Certified Technical Specialist
Don t let your SharePoint project go off the rails! Steve Rastall igroup SharePoint Microsoft Certified Technical Specialist SharePoint Projects Application Lifecycle Management (ALM) SharePoint Overview
More informationHow to Plan and Implement Information Governance
Doculabs White Paper: How to Plan and Implement Information Governance Information governance (IG) is the control of information to meet your legal, regulatory, and business risk objectives. The primary
More information10 Steps to a Successful Digital Asset Management Implementation by SrIkAnth raghavan, DIrector, ProDuct MAnAgeMent
m a y 2 0 1 2 10 Steps to a Successful Digital Asset Management Implementation Strategies and Best Practices Implementing and deploying enterprise solutions across the organization can be complex, involving
More informationnorthplains Whitepaper Differentiating DAM from ECM What Do You Really Need? Connecting your world. Visually.
Whitepaper Differentiating DAM from ECM What Do You Really Need? Both analysts and organizations can agree on one thing - the recent and unprecedented rise in demand for multi-media assets has driven the
More informationELO for SharePoint. More functionality for greater effectiveness. ELO ECM for Microsoft SharePoint 2013
More functionality for greater effectiveness ELO ECM for Microsoft SharePoint 2013 The ELO Enterprise Content Management (ECM) systems offer all necessary functions to effectively manage and control information
More information