Content Lifecycle and Records Management in SharePoint for Legal



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Transcription:

Content Lifecycle and Records Management in SharePoint for Legal

Today s Presentation Will Cover: About Gig Werks SharePoint 2013 Overview New ECM Features and Functionality in SharePoint 2013 About Collabware Demonstration Content Lifecycle and Records Management in SharePoint for Legal Q&A

About Gig Werks Company began in 2002 Gold Partner Since 2002 Deep relationship with Microsoft Virtual Technology Specialists for the Microsoft New York Enterprise Group Microsoft SharePoint Partner Award Winner 2010, 2011, 2012 & 2013 Various other Microsoft Awards and Tech Forum Award Winner 2008 Invited into the Partner Evidence Program for SharePoint 2007, 2010 & 2013 Deep industry experience within the Legal Industry Market Focus From 100 seats to 150,000 Headquartered in NY, with clients across North America

Why Gig Werks for SharePoint Advanced Training and Information from Microsoft Have focused on SharePoint since 2003 Have already helped customers move and take advantage of the new features in SharePoint 2013 Expertise around the full capabilities of SharePoint and the Microsoft Stack. Partner and offer expertise on the top SharePoint ISV s in the channel including: Collabware, BrightWork, HiSoftware, Nintex, Intelledox, Metalogix, Colligo, IGC, CADtoWIN, BA Insight, Accusoft

SharePoint Quick Start Offers Upcoming SharePoint Webcasts & Events SharePoint Planning SharePoint Advisory Services SharePoint 3 Day Staging & Development Workshop Webcast Tuesday 2/25 Compliant Document Generation in SharePoint for the Pharmaceutical & Healthcare Industries Webcast Wednesday 2/26 SharePoint and Office 365 Migration Made Easy SharePoint & Business Intelligence SharePoint & Branding SharePoint & Line of Business Integrations

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

SharePoint 2013 Enterprise 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

SharePoint 2013 Enterprise 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.

SharePoint 2013 Enterprise 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.

Gig Werks ISV Partner Ecosystem Enterprise Content Management Intelledox Collabware HiSoftware Accusoft Metalogix BA Insight IGC Colligo Workshare Macroview CADtoWIN Nintex Intelledox Nintex CADtoWIN BrightWork Accusoft Colligo IGC Metalogix AEC Solutions Workflow Nintex HiSoftware Intelledox Financial Services Solutions Intelledox Collabware HiSoftware Metalogix Workshare Macroview Accusoft Advanced Functionality Search BA Insight Accusoft IGC Colligo Workshare Macroview Business Intelligence / Reporting HiSoftware BrightWork Nintex Metalogix Advanced Industry Solutions Intelledox BA Insight Workshare Macroview Accusoft Collabware IGC HiSoftware Metalogix Colligo Legal Solutions Project Management BrightWork Pharmaceutical / Healthcare Solutions Intelledox HiSoftware Metalogix Workshare Macroview Compliance Intelledox Collabware Metalogix HiSoftware IGC Colligo Workshare Macroview

Records Management for Legal with Collabware Compliance Control Centralized File Plan management Automatic SharePoint configuration Enterprise-wide, multi-lingual, multi-farm Rules-based automatic content categorization Anytime content is added / updated Rules-based automatic record declaration Globally unique content identifiers 10 character alpha-numeric Client Matter Number Assigned to all content (not just documents) Why do you need it? Put control in the hands of the Records Managers Gain insight into what content you have and what state is it in Automatically, and properly, configure SharePoint Decrease reliance on IT services and support

ADVANCED RECORDS MANAGEMENT Using SharePoint + Collabware CLM Copyright 2014 Collabware. All rights reserved.

Collabware Innovative Lifecycle Management Software for SharePoint Focused on providing software that delivers a superior user experience Integrating content and business activities for unified compliance management Copyright 2014 Collabware. All rights reserved.

COLLABWARE CLM What is it and how does it help? Copyright 2014 Collabware. All rights reserved.

Drives End-User Adoption/Participation Simple Seamless Transparent Copyright 2014 Collabware. All rights reserved.

Provides Advanced Capabilities Automation Integrated / Centralized Management Physical and Electronic Auditing and Analytics Copyright 2014 Collabware. All rights reserved.

Addresses SharePoint Gaps File Plan Management Physical Records Management Bulk Disposition Automated Configuration Copyright 2014 Collabware. All rights reserved.

Collabware CLM Vision A single pool of enterprise content, automatically categorized, policy controlled, and contextually available. Copyright 2014 Collabware. All rights reserved.

Copyright 2014 Collabware. All rights reserved.

COLLABWARE CLM 1. Simple Seamless and Transparent End User Experience 2. Business process flexibility through a configurable rules based engine mapped to a file plan 3. Centralized administration across the entire organization for all electronic and physical records inventory Copyright 2014 Collabware. All rights reserved.

Upcoming Events March 3-6 Viva Las Vegas! SPC14 Collabware a featured SPC14 exhibitor. Find us at Booth 532! Tuesday, March 11th ARMA NYC Professional Development Event Copyright 2014 Collabware. All rights reserved.

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 info@gig-werks.com 914-207-1110 @GigWerks www.youtube.com/gigwerks www.facebook.com/gigwerks