Enterprise Records Management in SharePoint and Office 365

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1 Enterprise Records Management in SharePoint and Office 365

2 Today s Presentation: Introduction & About Gig Werks SharePoint 2013 ECM & Records Management Advantages to 3rd Party Applications About RecordPoint Demonstration - Enterprise Records Management in SharePoint and Office 365 Q&A - Please type questions into GoToWebinar control panel section for questions Survey - When leaving the webcast you will be prompted with a survey, please fill out for access to the PowerPoint and Webcast Recording

3 About Gig Werks Company began and has been a Microsoft Gold Partner since 2002 Deep relationship with Microsoft Virtual Technology Specialists for the Microsoft New York Enterprise Group 4 Time Microsoft SharePoint Technical Excellence Partner Award Winner Various other Microsoft Awards and Tech Forum Award Winner 2008 Invited into the Partner Evidence Program for SharePoint 2007, 2010 & 2013 Focused on SharePoint since 2003 Deep Industry Experience in: Financial Services, Architecture/Engineering/Construction, Healthcare/Pharmaceutical, Legal & Professional Services Approved Vendor of Microsoft Legal and Corporate Affairs Group (LCA) Expertise around Full Capabilities: SharePoint, Office 365, Business Intelligence and Microsoft Stack Uniquely partner and offer expertise on the Best SharePoint ISV s in the channel

4 Gig Werks Solution Package Offers Advantages of Solution Package Offerings Predictable Costs & Timelines Produce Quick Value and ROI Available Packaged Solutions and Quick Starts from Gig Werks SharePoint Business Solution Planning Premium Advisory Services Plan SharePoint & Office 365 Staging & Development Workshop Power Business Intelligence for Office 365 Quick Start AEC ProjectReady Portal for SharePoint & Office 365 AEC ProjectReady Advanced Transmittals AEC ProjectReady RFI Management

5 Microsoft SharePoint The Business Collaboration Platform for the Enterprise and the Web Content

6 Advantages of Office 365 & The Cloud No Infrastructure Cost or Support Needed Automatic Updates and Maintenance Always have the latest version of Microsoft Products Accessibility from Anywhere Community and Phone Support Guaranteed 99.9% Uptime (Financially backed SLA from Microsoft) Predictable Cost Flexible Bandwidth Security, Compliance, and Privacy from Microsoft Speed to Market

7 Advantages of On-Premise Complete control of your environment and data Supports heavy customization (ex - Visual Studio Workflows) Keep Sensitive information in-house Easier integration into Line of Business systems Full development options for developers Improved Records Management in SharePoint

8 SharePoint Content Management Create Control Protect Create and organize content easily with the help of relevant discovered information Manage content policy, information architecture and taxonomy Reduce risk and manage compliance with centralized ediscovery tools

9 SharePoint Content Management Site-level retention policies Compliance levels extended to sites Policies include: Retention policy for sites and Team Mailbox associated with site Project closure and expiration policy Designed for managing discovery cases and holds Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content 2012 Microsoft Corporation. All rights reserved.

10 SharePoint Content Management Support for searching and exporting content from file shares Export discovered content from Exchange and SharePoint Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility 2012 Microsoft Corporation. All rights reserved.

11 Specify retention schedules for content types Submit documents for long term archival

12 Create hierarchical file plans and generate reports Define mutli-stage retention policies by folder

13 Legal can create discovery sets for in-place preservation View in-place hold stats in real time Create queries to trim down content required for analysis or export

14 Gig Werks Advanced 3 rd Party Document Management Expertise for SharePoint Includes: Storage Management Metalogix Risk Protection & Data Loss Prevention HiSoftware Secure, Redact & Markup Content Accusoft Records Management RecordPoint Compliant Document Generation Intelledox Management Colligo Data Loss Prevention HiSoftware Scan & Routing Ezescan Secure Document Comparison Workshare Governance & Metadata Management Metalogix esignature & Digital Transaction Management DocuSign CAD Management CADtoWIN

15 Why 3 rd Party Applications Out of the Box feature doesn t exist Reduces Risk and Drives High Return on Investment Don t Recreate the Wheel Need for Specific Business or Industry Solution or Functionality Scalability and Easy Upgrade / Migration Speed to Market Satisfy Regulatory Requirements or Compliance Product and Solution Support

16 Gig Werks Advanced Business Solutions and Expertise Enterprise Content Management Workflow Advanced Functionality Search Business Intelligence & Reporting User Interface & Experience Governance & Compliance Intelledox Nintex RecordPoint Metalogix HiSoftware Accusoft BA Insight Colligo Workshare Ezescan DocuSign Nintex HiSoftware Intelledox BA Insight Accusoft Colligo Workshare HiSoftware BrightWork Nintex Metalogix LiveTiles Nintex Intelledox RecordPoint Metalogix HiSoftware Colligo Workshare AEC Solutions Nintex Intelledox RecordPoint DocuSign Accusoft Colligo Metalogix HiSoftware Ezescan Advanced Industry Solutions Financial Services Solutions Nintex Intelledox RecordPoint HiSoftware Metalogix Workshare Accusoft DocuSign Legal Solutions Nintex Intelledox BA Insight Workshare Accusoft RecordPoint HiSoftware DocuSign Colligo Ezescan Pharmaceutical / Healthcare Solutions Nintex Intelledox Accusoft RecordPoint HiSoftware Metalogix Workshare DocuSign

17 RecordPoint Features Include Advanced Rules Engine Classify, retain, and manage content by creating Rules that tie together metadata patterns to a record classification Centralized Dashboard Manage entire information governance program across SharePoint & Office 365 Classification / File Plan Build hierarchical Classification or File plans within RecordPoint or import them from another tool. Disposal Manage the disposition of records and files that have reached the end of their retention. e-discovery/holds Centralized management of legal and organizational policy holds across SharePoint and Office 365. Exporting/Importing Export and import records by level of aggregation (box, file or record)

18 RecordPoint Features Include Long term preservation / Archiving Digitally preserve valuable information to ensure it remains accessible and usable Physical Records Manage physical and hybrid records along with electronic records in SharePoint Document ID / Permalink Permanently reference records, files and boxes using a configurable, fully customizable number or series. Records Retention Central control over the retention and disposal schedules that govern your records. Security & Governance Additional features which enhance SharePoint's native security model and audit tracking ensuring the integrity of your records. Social Records Capture and manage Facebook posts and Twitter feeds as records.

19 Demonstration Enterprise Records Management in SharePoint and Office 365 Anthony Woodward RecordPoint

20 Q & A Go to the Question Tab on your GoToWebinar Control Panel and Type Your Questions to be Answered Please Do Not Forget to fill out the survey as you leave the webcast to receive Todays PowerPoint & Webcast Recording Contact Us

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