A Practical Guide to Information Governance in Microsoft SharePoint 2013

Transcription

1 A Practical Guide to Information Governance in Microsoft SharePoint 2013 Antonio Maio Protiviti, Senior SharePoint Architect & Senior Manager Microsoft SharePoint Server MVP Blog: Slide share:

2 About Protiviti Protiviti ( is a global consulting firm that helps companies solve problems in finance, technology, operations, governance, risk and internal audit. Through our network of more than 70 offices in over 20 countries, we have served more than 35 percent of FORTUNE 1000 and Global 500 companies. We also work with smaller, growing companies, including those looking to go public, as well as with government agencies. Protiviti is a wholly owned subsidiary of Robert Half International Inc. (NYSE: RHI). Founded in 1948, Robert Half International is a member of the S&P 500 index. 2,500+ professionals 1,000+ clients 70+ offices Over 20 countries in the Americas, Europe and Asia-Pacific INDIA (3) Protiviti is one of the fastest growing consulting firms worldwide. Our revenues have increased from US $15 million in 2002, to US $423.8 million in 2011.

3 Goal Inform/Educate on Importance of Strong Information Governance Practical Guidance: How to get through the Governance Process

4 Information Governance Why?

5 Information Governance Governance means setting out the structures, people, policies, procedures and controls necessary to manage information and support an organization's immediate and future requirements

6 Immediate and Future Requirements End User Needs Regulatory Compliance Requirements Legal Department Requirements Risk Management/Mitigation Strategies Administrative Needs Environmental Needs Operational Needs

7 SharePoint as a Platform View SharePoint as a platform which offers services to the organization s users Governance for the SharePoint platform means: Managing existing services in a predictable way Deploying new services in a predictable way Providing a clear set of guidelines for usage and administration Achieve Strong Governance for SharePoint: 1. Establish a Governance Team Include stakeholders from across the organization 2. Develop a Governance Plan Cross functional - Identifies ownership for business and technical teams Regulatory, risk, legal, admin, environmental, organizational Needs

8 How does Governance Affect Us as SharePoint People? How end users interact with the system How we deploy & manage SharePoint How we add services; How we develop new components for SharePoint Manage server environments Control Access; Authenticate; Authorize Access to Information Assign Roles Establish Repeatable/Predictable Process Create information management structures (libraries, lists, sites) Regulatory Compliance Standards Auditing & Reporting Obligations Access Training etc.

9 Developing a SharePoint Governance Plan - Key Areas to Focus Confidential Define Information Architecture/Structures (Includes Metadata Taxonomy) Define Roles, Responsibilities, Authority Define Rules for Site Creation, Management, Decommissioning Determine Training Needs; Plan to Educate User Community Define Security Controls/Groups, Permissions and Roles for Assigning Permissions

10 DEMONSTRATION

11 Recap Develop a SharePoint Information Governance Plan with Key Stakeholders More information helps make better decisions remember the gene pool! Cannot develop it in a vacuum Understanding Your Organization & Your Information Has significant impacts to the governance plan Create a Governance Team/Committee/Working Group Setup a regular cadence for meetings & review (monthly, quarterly) View Information Governance Plan as a living entity Something that evolves with time Use tools that incorporate it right into SharePoint central, public, viewable, easily updated

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13 Thank You! Antonio Maio Protiviti, Senior SharePoint Architect & Senior Manager Microsoft SharePoint Server MVP Blog: Slide share: