Kollabria tour 2012 1

Extend SharePoint:
Content Governance and Records Mgmt.
Mike Alsup
SVP & Founder
November 12, 2012
Information Management for Everyone 0

Today’s Agenda

1 Introduction
2 Content Governance & Records Management Business Challenges

3 Content Governance & Records Management Technology Challenges

4 Case Studies

5 SharePoint 2010 & SharePoint 2013
6 Q&A


Alsup Frame of Reference
• 35 Years as ECM/RM Consultant/Integrator
– Accenture, Booz, Allen, BSG, Align Solutions / Luminant, Gimmal
– 1980 career goal: help clients move from paper-based to automated document mgmt. processes
– Assumption: this was beyond the span of my career
– Last five years  focused on SharePoint as ENTERPRISE ECM & RM Platform

– www.gimmal.com for information on Gimmal
– Alsup blog – www.akqj10.com (ace, king, queen, jack, ten)
– Alsup blog – www.aiimcommunities.org ERM, SharePoint Communities

• AIIM Involvement
– Southwest Chapter  Programs VP (1991-97, 2000-09), President (1997-2000)
– International Board  Member (1999 – 2001, 2007 – 2010)
– AIIM Conference Committee  Member (1995-2000, 2004-2007), Chair – 2000
– Accreditation/Education Committee  Member (1997-2011)
– EmTAG  Member (1998 – 2011), Chair (2004 – 2006)
• AIIM SharePoint Course
– We built it. We are proud of it. We are certifying our entire team


Gimmal is a SharePoint Solutions Company
We extend the market-leading enterprise platforms with best-in-class information
governance, compliance and business application software and services

ERP-Link Suite
Content Archiving
and Collaborative
SharePoint - SAP www.gimmal.com
Applications

Compliance Suite Information
and Unified Governance
Records Suite
Content
Management
Consistency and
For Electronic and
Lifecycle control
Physical


Top 10 Questions in ECM & RM
• Can we do everything with SharePoint?
– Does SharePoint RM scale to the Enterprise?
– Does SharePoint 2010 RM fix the records problems from MOSS 2007?

• Can we justify consolidating ECM & RM to a single vendor?
– What about our investments in “X”?

• Do we need one File Plan and Retention Schedule for Electronic and
Physical Records?
– What about our Paper-based Records Management?
– How should we use “Big Buckets” in our File Plan?

• Who should control our Records Management functions?
• How is SharePoint related to eDiscovery?
• Where do we start?
• If we build it, will they all come?
SharePoint 2013?
• How do I get Executives to Care?


Some ECM History
• ECM began with Evolution: Mainframes Networks
• Users given more autonomy in creating and managing information
– Authoring tools like Microsoft Office & Word Perfect
– Scanning and imaging, transforming paper to digital,
• Earliest ECM was shared drives on the networks
– Still the most prevalent document storage method
• Electronic Document Management (EDM) driven by processes:
– Engineering drawing management
– Contract management
– Invoice processing


The Promise of Enterprise Content Management*
• Higher revenue and productivity
• Stronger compliance and control
• Improved customer experience
• Increased customer loyalty
• Higher quality content
• Streamlined processes

* Gartner, The Copernican Revolution in Content, 8 June 2011


The Reality of ECM


Records Technology History
• RM Solutions were born from a paper-based process
– Driven by the need to manage large volumes of paper
– Space management and inventory tracking with barcodes were common
– Began in the DOS days or on Mainframes for large companies
– Solutions were typically used by a small user community

• Electronic RM Solutions began to emerge in the early 1990’s
– Driven by the need for rigorous control of electronic records
– DoD5015.2 (1993) and VERS (1997) were early standards
– Most all electronic recordkeeping systems built to these standards
– The industry was give a big “shot in the arm” with the scandals of the early
2000, (Enron and WorldCom)


History- Convergence of ECM & RM
• Compliance drove convergence in the EDM/RM market
– Open Text – PS Software & Hummingbird
– Documentum – TrueArc  EMC
– IBM – Tarian, PSS Atlas & FileNet
– Oracle – Stellent
– Autonomy – MDY, HP Trim, Zantaz, Meridio
• DoD 5015.2 = primary design criteria for all these solutions
• Very thin, paper-based features


The result of this ECRM evolution
• Monolithic solutions
• Heavily weighted towards
control
• Very little effort to engage
the end users


Records Management 1.0
Traditional ECM systems have missed the mark in delivering
true records management
• Non-intuitive end user experience
• Too many systems
• Expensive to integrate and maintain
• Low user adoption
• Not usable
• Low findability
• Low % of managed content
• Too much content
• High eDiscovery costs


Collaboration Solutions
• The first widely adopted solution was Lotus Notes
• These solution were designed to encourage knowledge sharing
• Simple, ease to use, fast to deploy
• Collaboration converges naturally with Content Management
• SharePoint is now the run away leader in the Collaboration Market


SharePoint is a Visionary Leader
➔ SharePoint is Consolidating the
ECM and RM Markets
– 135MM SharePoint Licensed Users* SharePoint
– 65,000 Companies*
– 67%  SharePoint to Enterprise*
– 700,000 SharePoint Developers*
– 70% of Gartner ECM inquiries
– 2012  $2B business
➔ SharePoint is Energizing the ECM
and RM Markets
– Microsoft owns productivity market,
ECM and RM a natural extensions
– Many Best of Breed applications
➔ SharePoint is compelling platform
for compliance & enterprise RM


The result of this SharePoint evolution

• Flexible Solution
• Heavily weighted towards ease
of use and autonomy
• Uptake of SharePoint is
sometimes described as “Viral”


Balance
• Balance needs of the organization
with wants of users
• Recognize that end users will NOT
become records managers
• Without all content managed we
will never be compliant


Records Mgmt. (& Content Governance) 2.0
• Leverage viral adoption of SharePoint to connect with knowledge Workers
• Transparent participation in a compliant Information Management System
• All content is managed from a lifecycle, compliance and legal/tax/audit hold
perspective
• End reliance on end users choosing to follow policy and compliance rules
• Improve SharePoint system/infrastructure performance to support worldwide
(outside US) access to information
• Lines of Business collaborate with IT to define the rules and ongoing review
process based on Content Types

• There are 4 key elements of IM 2.0
– Information lifecycle
– Content Types
– Metadata inheritance
– Consistency in user experience


Business Challenges
SharePoint:
Enterprise Content Management
Challenges & Opportunities
FOR PUBLIC PLAN SPONSORS
is not Enterprise Adopted

17

SharePoint Site Deployment
Restricted
Open
Other Sites
Team Restricted
Personal
• Enterprise Intranet Site
• Portal to Enterprise Applications
• Directory of Enterprise Services (e.g. HR)
• Sites
• Organization
• Project
• Workgroup
• Community Sites
• Information Sites
• Site Archival
• Records Center
• Personal Sites (MySites)
• Personalized Access to Content
• Significant Component for Users


Ungoverned “organic” environment
Top Site Portal

Issues:
Chaos grows with new sites
• No central site directory
• Each site has own look and feel
• Navigation is inconsistent
• No standard security model
Different definitions of content
• Site 1 has “Invoice – Purchasing”
• Site 2 has “Invoice”
Content volume increasing rapidly
• Many convenience copies
Metadata mgmt. is inconsistent
All content is retained forever
How are Records managed?


Ungoverned “organic” environment
Top Site Portal Some sites may be connected to
Portal, others not

How are you
How do you going to
govern this? support this?


Usage Model & Challenge
User

Legacy Legacy App
Explorer Office SharePoint SAPGUI Outlook
EDMS Interfaces
Data (Fully Automated Rules)

External File Shares SharePoint SAP Exchange Legacy Legacy
Devices EDMS Apps

MULTIPLE CLIENTS AND MULTIPLE REPOSITORIES

• File Plan
• Retention Schedule
• Legal Citations
• Legal Holds
Record
Repository

Top Level Portal

Team Sites

MySites


Record Retention Schedule
Retention Retention Retention Category Description Record Retention Retention
Category Category (Content) Event Period
Code Type

HUM70 Personnel Files – Individual employee records related Retention period 6 years
Personnel to hiring, promotion, performance begins with the
Actions appraisals, transfers and disciplinary content is market
action. Also includes employee final/ declared a
relocation. record.
HUM70 Employee Warnings

HUM70 Performance Reports

HUM73 Personnel Files – Individual employee records with Retention period 60 years
Termination, terms of employment, salary and begins with the
Training and wage schedules, technical training, content is market
Summary safety training, resumes, applications, final/ declared a
Records and termination records. record.
HUM73 Employee Training
Attendance Records
HUM73 Letters of Resignation
HUM73 Termination Documents

HUM73 Exit Interviews
HUM73 Employment Application


Records Retention Schedule Structure

Record Enterprise Content Type
Business Categories
Function Record Titles /
(Big Buckets) Local Content
Organization Type
Content Types
ACC100 Bank Deposit Rpt
Accounting, 6 Years
Banking, and Banking
Payroll Record
A/P Invoice
Transactions 6 years 6 Years
Finance &
Accounting Tax
Expense Report
(ACC) 6 Years
Accts Payable
6 years
ACC200 Balance Sheet
Financial 10 Years
Reporting
Financial
Statement Income Statement
10 Years
10 years


Taxonomy Master Model in SharePoint

(internal, external, confidential)

Retention Category Code
Owning Organization
Content Type Name

(system generated)
Content Type Level

Last Modified Date

Employee Number

Event Trigger Date
Employee Name
Security Class

Content Type
Create Date
ILC State

ILC Date
Enterprise Enterprise X X X X X X
Content Type
Organization Human Resources – X X X
Content Type Employee Specific
Local Content Personnel Files – HUM70 X
Type Personnel Actions
Local Content Personnel Files – HUM73 X
Type Hiring, Termination,
Training and
Summary Records

Information Lifecycle

Retention
XX Days
Retention
XX Months
Retention
Retention Schedule
• Retention
Location(s) Location(s) Location(s) • Location
Network Shares Document Libraries Record Center or
E-mail Inbox 3rd Party Product • Metadata
Metadata
Name
Metadata
Name
Metadata
Name
• Security
Content Type Content Type
• Versions
• Disposition
• Many others


Demo of Content Governance in SharePoint



• Content Types
• File Plan • Information Policy
• Retention Schedule • Site Templates
Term
• Legal Citations • Document Templates
Record • Legal Holds
Store /
Repository Content Hub

Top Level Portal

Site
Provisioning
• Lifecycle
• Taxonomy
Team Sites • SP Features
• XML Config.
• Navigation
• Search
• Security

MySites
SharePoint Framework

Site Provisioning
• Produces Standard “Global Entities”
– Security groups and membership
– Roles
– Pages and navigation Administrative
– Web Parts Governance Focus
– Lists Content Governance
• Support all Site Templates – Document Libraries Focus
• Publishing – Content Types
• Collaboration – Site and library columns and auto-
• Organization population rules
– Custom functions
• Project
• Community of Practice • Leverages request and approval
workflow  Content Types & Features
• Personal (MySites)
• Limits Local Admin’s to local needs
– Minimizes “Administration” training
– Ensures governance settings



File Plan /
Retention
Schedule
• Content Types
• File Plan • Information Policy
• Retention Schedule • Site Templates
Term
• Legal Citations • Document Templates
Record • Legal Holds
Store /
Repository Content Hub

Top Level Portal

Site
Provisioning
• Lifecycle
• Taxonomy
Team Sites • SP Features
• XML Config.
• Navigation
• Search
• Security

MySites
SharePoint Framework

File Plan Builder


Demo of Records Management in SharePoint


SharePoint Content Governance Model
Business Functions Projects/Communities

Web Part II Web Part III Web Part IV Web Part VI
• Identify Required Components
Web Part I Web Part I Web Part I Web Part I Web Part V • Site Templates
• Lists and Libraries
• Content Types
Establish Site III Web Part IV Site IV Site III Site IV
• Processes
Governance • Web Parts
Roadmap Site II Site II Site II Sub site II Site II Site VI • Custom Functions
• Define Direction and Phasing
Site I Site I Site I Sub site I Site I Site I

G&G OP’s HR
Gulf of Drilling • Team Site Templates Implemented
Site Finance. Mexico Community • Local Processes & Content Types
Site Site
Collection AP Site Site Site
Collection Collection
Collection Collection • Department or Team Administration

• Content Types & Routing Rules
• Managed Metadata / Term Store
SharePoint Content Governance Infrastructure • Information Lifecycle Governance
• Administration & Site Provisioning
• Technical Architecture
SharePoint Technical Infrastructure • Base SharePoint Configuration
• SQL Server / .NET / RBS
• Hardware / Storage/ Networks


Marathon Oil Case Study
Integrated international energy company. 5th largest refiner in U.S. Retail
marketing system comprises approximately 5,700 locations in 17 states.
18,000 knowledge workers globally.
ECM/RM Program:
– Relevant, up-to-date & trusted information
– Consistent records management
– Knowledge sharing platform
Gimmal Services:
– ECM Program feasibility in MOSS 2007 timeframe (2005-2006)
– ECM vendor evaluation to support vendor selection
– Enterprise Launch to 15,000 knowledge workers
– Auto-provisioned ~15K SharePoint sites
– Enterprise File Plan & Retention Schedule Update (2011)
– Change Management Program
– Case study on Microsoft.com  search for “Marathon Oil”


Marathon: Deployment Model

•File Plan • Content Types
Enterprise • Information Policy
•Retention Schedule
Intranet • Retention Definition
•Legal Citations Master
Site Records • Document Templates
•Legal Holds
Collections Repository Site
Open Text

Organization, Automated
Project, Site
Workgroup & Provisioning
Community
TeamSites

MySites


Hold

Work In
Temporary Final
Progress

Retention Retention Retention
90 Days 12 Months Retention Schedule
Disposition
Location(s) Location(s) Location(s)
Network Shares SharePoint Open Text

Metadata Metadata Metadata
Name Name Name
Content Type Content Type


Marathon Lessons Learned
• SharePoint ECM is a fine foundation for ECM & RM
– 15K SharePoint Sites with one Information Lifecycle and Retention Schedule
> 12K MySites
– Very well received by users and supported by CEO
• Divided into 2 Companies in 2011
• Completed SharePoint 2010 Team Site migration work in 2011
• Open Text works better for some things than others
– Physical RM  yes
– Search  no. Items found in multiple locations
– Synchronization  no. Large % of cost is repository synchronization
– Users prefer Office/Outlook  Native environment, not ECM or Web Parts
• Content governance needed in SharePoint regardless of ECM Suite


Share Drive Replacement
Basic Content Mgmt.
Windows Explorer Replacement

Gulf of Drilling • Team Site Templates Implemented
G&G OP’s HR
Site Site Site Finance. Mexico Community • Local Processes & Content Types
AP Site Site Site
Collection Collection Collection
• Department or Team Administration

• Administration & Provisioning


Demo of Drop Zones in SharePoint

Also available in Microsoft App Store for 2013
http://www.gimmal.com/Products/Pages/Information-Governance-Suite-for-SharePoint.aspx


SharePoint Records Management
Proof of Concept

SharePoint
Records Metadata &
Center Rule
Inheritance
or Content
Organizer
3rd Party • SharePoint Records Center
Repository Drop
of Record Zones
• File Plan Builder Implemented
• Content Organizer Implemented
• Team Site Templates Implemented
File Plan OP’s HR
Builder Site Site
Finance. • Local Processes & Content Types
AP Site • Department or Team Administration

• Administration & Provisioning


Unified Records Management – A Case Study

Microsoft Legal &
Corporate Affairs

Information
The World Lifecycle and
Leader in Governance
Information Solutions for
Management SharePoint
Services


Unified Records Management (URM)

• The role of Gimmal  The role of Iron Mountain-Accutrac
 Purpose Built Physical Records
– Built Inside SharePoint
Management
– SharePoint Information Lifecycle &  Physical Process Workflow
Governance Solutions  Record Classification
> Automated Site Provisioning  Index and Label Files
> Enterprise Information Lifecycle  Barcode Tracking
> Transparent Record Declaration  Request and Retrieval
Processes  View of all Physical Inventory
– DoD5015.2 Certified Records  Access Offsite Inventory
Management  Apply Retention and Holds
> The management and disposition of  Management and Reporting
both electronic & physical record  Space Management
> Central creation of file plan and deploys
to all site collections globally
> Manage email as a record through
simple drag and drop
> Case or matter based retention and
disposition policies


Demo of Physical Records Mgmt. in SharePoint


SharePoint Site Migration Model
Team Sites

Transfer Control

Controlled Site Collections Record Snapshot -
Send to Record
Controlled Controlled Controlled
Information Center
Information Information Information
Site Site Site Lifecycle –
Declare Final

Information Management for Everyone 44 44

Microsoft Discussions
Paper Storage:
Iron Mountain
File Plan
SharePoint 2010 Builder Onsite & Offsite
SafeKeeper
Plus
Accutrac
“Send To” Gimmal
Governance &
Compliance
Suites
650K Record
SharePoint Sites Centers

Synch
File Plan &
Retention
“Send To” Paper Storage:
SharePoint 2013/ Sched?
Iron Mountain
Office 365 Onsite & Offsite
Azure?
Re-architect?
SafeKeeper
Plus
Accutrac
“Send To” Gimmal
Governance &
Compliance
Suites
Rapidly Growing Record
SharePoint Sites Centers
File Plan
Builder
eDiscovery
Exchange
Sites


SHAREPOINT CONTENT GOVERNANCE MODEL
SharePoint Records Management
SAP Applications

AP Processing (P2P)
SAP HR Processing (R2R)
Metadata
& Rule
Searching for Documents Accounts Receivable (O2C)
Inheritance Business Processes
SharePoint
Content
Content Governance for SAP Scanning
Records Any to Any Doc to SAP
Center
Organizer OCR / ICR
Drop
Zones
ArchiveLink Connectors
File Plan Contracts HR Site Finance. SAP Communication Service
Builder Site Collection AP Site
Collection

SharePoint Content Governance Infrastructure

SharePoint Technical Infrastructure


Target Usage Model
User

Explorer Office SharePoint Outlook SAPGUI

Search / Navigation / Taxonomy
Manual & Semi-Auto Rules & Policies

Advanced
Content
Services
Message
Taxonomy Specific
Default Services
Classification Classification
Default Classification
Classification *** Default
Services Classification
*** Default Retention Default
Retention Services Retention
Records
Management
Services

Policy & Enforcement Technology for Repositories

Default & Message
Calculated Classification
Classification
Default
Retention & Retention
Removable File Shares SharePoint Exchange SAP
Media Automatic Link
Paper Storage: Tables & Posting
Iron Mountain Document
Onsite & Offsite Hierarchy Views

Web, Intranet, IM,
Information Management for Everyone 47 Collaborative Content

ERP-Link iNet.DM
• iNet DM Software Platform and Applications
• SharePoint as Central ECM and Archive for SAP
• Composite SAP & MS applications
– Full document, data, workflow and process interoperability

SharePoint as Central ECM for SAP Composite Applications


iNet.DM Document Service Modules
Plug and Play to Extend ArchiveLink Services to SharePoint

• Auto.index: attaches any SAP business
data/metadata to SharePoint doc as add’l attributes
• DocRoute: Auto routing of documents to sites,
folders, etc. based on meta data
• Auto.link: externally links document images to SAP
objects by non-SAP users
• Scan.link: watches for new/modified items and
uses Auto.link to attach docs to SAP object(s)
• Barcode.link: volume-based linking of barcoded
documents
• Auto.delete: As SharePoint documents are
deleted, links also removed from SAP objects
• Link Table Update: As SharePoint documents are
moved, maintain integrity of SAP Link Table

Information Management for Everyone 49 49

UNIVERSAL SAP DOCUMENT LINKING
Capture for Universal SAP Document Linking
 Link each Doc type to SAP Transaction
SharePoint
 Realtime Metadata Refresh to SharePoint from SAP
ICR Library
 Consistent SharePoint Search based on Content Types
Router
 Consistent SAP App Foundation inside SharePoint
Scan  Replace Documentum, Open Text & FileNet App’s
(also Hyland, Perceptive, Laserfiche, File Shares)

Metadata &
Capture Rule
Email SharePoint Inheritance
SAP
Records
Center Content
Capture
Options: Organizer
or Expense Sales Purchasing
Portal Site Order Document
Kodak 3rd Party Drop Site Site
Readsoft Repository Zones
of Record
Kofax
KnowledgeLake
Smart File Plan Contracts HR Site Finance.
Phone Builder Site AP Site
Microsoft
Smart Phone
Drop Zones
Etc.
EDI
SharePoint Content Governance Infrastructure

SharePoint Technical Infrastructure

Migrations of Legacy ECM Systems to SharePoint

Tyson Foods  Documentum
Monsanto  Documentum
Ontario Power  OpenText IXOS
Lockheed Martin  EASY
Companies that
Janus Funds  Documentum
migrated to
Minto Group  OpenText IXOS SharePoint from
Siemens PLM  OpenText IXOS these products
Kraft Foods  FileNet
Toro  Documentum
Coca Cola  Stellent
Sauer Danfoss  Documentum


User
Composite Applications


• Accounts Payable
• Accounts Receivable
Default • Contracts
Default Classification • Purchase Orders
Classification ***
***
• Employee Onboarding
Default
Retention • Sales Orders
• Engineering Drawings, Maintenance & Operations
• Etc.


Default & Message
Classification
Default
Tables & Posting
Document
Hierarchy Views
Paper Storage
Web, Intranet, IM,
52

User


Composite Application Platform
• Content Governance/RM - Gimmal Compliance and Gov. Suites
• SAP-SharePoint Business Intelligence – Gimmal ERP-Link
• SAP-SharePoint Integration – Gimmal ERP-Link, K2 Connect
Default
Default Classification • SAP Transaction Integration – Kofax Markview, Readsoft, Norikkon,
Classification *** KnowledgeLake, Open Text, ++
*** Default • Capture – Kofax, Kodak, KnowledgeLake, Readsoft, Captiva, ++
Retention
• Document Interpretation & Recognition – Kofax, Readsoft, Abbyy, Captiva, ++
• Vendor/Transaction Portal –Kofax Markview, Readsoft, ++
• BPM – Kofax Total Agility, K2, Nintex, AgilePoint, Pega, ++


Default & Message
Classification
Default
Tables & Posting
Document
Hierarchy Views
Paper Storage
Web, Intranet, IM,
53

SharePoint Content Governance Examples
• Enterprise SharePoint RM Platform
• SharePoint RM Proof of Concept
• Windows Explorer / Share Drive Replacement
• ERP Application Integration with Built In RM
• Composite Application Integration Platform
• 3rd Party SharePoint Solution Platform


Our Solutions
SharePoint RM
FOR Offer Information Management for Everyone
We PUBLIC PLAN SPONSORS

55

File Plan Builder


Bruce Miller – www.rimtech.ca
• Bruce Miller founded two RM companies
– TrueArc  became EMC|Documentum RM
– Tarian  became IBM RM
• Primary Author of DoD 5015.2 Standard
• Two Reports – Registration Required
– In Place Records Management in SharePoint 2010
– GimmalSoft SharePoint 2010 First Look Product Review


Bruce Miller – www.rimtech.ca
• DoD 5015.2 – 168 Requirements for Certification
• SharePoint OOB – meets 72 of DoD Requirements
• Fortune 1000 – Needs 105 of the DoD Requirements
– File Plan Management
– Formal, Multistage Records Disposition
– Case File Handling of Records
– Event Driven Disposition
– Records Transfer
– Email Integration
– Vital Records


Gimmal Extensions to SharePoint 2010 for
Governance & Records Management
Site Provisioning
Gimmal Metadata Rule Mgmt
Information Auto Classification
Governance
Usability Enhancements
Gimmal
Compliance Transfers
Suite - 168 Container Open/Close
Vital Records
Supplemental Markings
Fortune 1000
105
Case File Retention
Formal Disposition
Email Integration

SharePoint
72 Retention Policies
Time-based retention
Classification
Source: RIMtech Inc. – Bruce Miller RIMTAR Report
http://www.rimtech.ca/GimmalSoft.html


RECORD DECLARATION & DISPOSITION OPTIONS
SharePoint OOB
• “Send to” Record Center Users are Records Managers
• In Place Records Mgmt. Site Administrators are Records Managers
• SharePoint Event Records Managers are SharePoint Admin’s
– Record Date Reached
Additional Lifecycle RM Options
• Declare “Final”
– Change Lifecycle State to “Final”
– Press the Final Button
– “Select all Final” from List
– System Event
• System Event
– Contract Termination Date in SAP  applied to all related contract documents
• Crawler Event
– Documents with PII locked down
• Global Standards through Site Provisioning

Gimmal Software Products
GimmalSoft Compliance Suite GimmalSoft Information Governance Suite
Compliance Hub
Enhanced File Plan Builder
Record Relationships Drop Zone Classification

Event Management Enhanced Search Interface
Cut-off and Disposition Processing Enhanced Template Management
Email Record Management Governance Provisioning
Vital & Restricted Records Metadata Rule & Inheritance Manager
Transfers Content Organizer Manager
www.gimmal.com
For more info
ERP-Link iNet.DM GimmalSoft Unified Records Management
Common ECM for SAP and SharePoint Search & View ALL Types of Records
Full SAP and SharePoint Interoperability Integrated to all Iron Mountain Services
Seamless Workflows between Platforms
Physical Records Processing
Composite Interoperable Applications
Queuing Pickup, Delivery, Checkout
SAP Data & Records Archival in SharePoint
Rapidly Implemented Unified Application of Policy
Connected to DoD Certified Platform Bulk Processing of Physical Records


Top 10 Questions in ECM & RM
• Can we do everything with SharePoint?
– Does SharePoint RM scale to the Enterprise?
– Does SharePoint 2010 RM fix the records problems from MOSS 2007?

• Can we justify consolidating ECM & RM to a single vendor?
– What about our investments in “X”?

• Do we need one File Plan and Retention Schedule for Electronic and
Physical Records?
– What about our Paper-based Records Management?
– How should we use “Big Buckets” in our File Plan?

• Who should control our Records Management functions?
• How is SharePoint related to eDiscovery?
• Where do we start?
• If we build it, will they all come?
SharePoint 2013?
• How do I get Executives to Care?


THANK YOU
Extend SharePoint Content Governance and Records Mgmt.

Mike Alsup
SVP & Founder
November 12, 2012

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