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1. Welcome
SharePoint ECM
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2. Welcome to SharePoint Saturday Houston
Thank you for being a part of the 3rd
Annual SharePoint Saturday for the greater
Houston area!
• Please turn off all electronic devices or set them to vibrate.
• If you must take a phone call, please do so in the hall so as not
to disturb others.
• Thanks to our Title Sponsor: And our Platinum Sponsors:
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3. Information
• Speaker presentation slides will be available at
SharePointSaturday.org/Houston within a week
• Keep checking website for future events
• The Houston SharePoint User Group at
www.h-spug.org, will be having it’s May meeting
Wednesday May 24th. Please be sure to join us!
• Have a great day!
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4. Why Chris? | @HoardingInfo
• Product Manager @CloudShare
• Knows Stuff about SharePoint
• ECM Speaker and Author of Standards
• Has Acronyms, on the Board of AIIM
• I have a Chihuahua named “Bean”
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5. Who is CloudShare?
• On-Demand SharePoint Farms in the cloud
• Non-Multi Tenant Full Server Access
• Pre-Installed SharePoint & MS Stack
• For Dev/Testing/POC/Demos and Training
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6. Logistics
• Define ECM
• ECM in SharePoint
• Talk the Talk
• Demo
• The Future
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7. Words of Wisdom
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8. Projects fail because of people,
not technology
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9. ECM is a methodology NOT a technology
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10. If your migrating Shared Drives
Your doing it WRONG!
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11. If you don’t have a team
Your doing it WRONG!
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12. Folders are the new F*$# word
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13. ECM
• The term ECM is old but still exists
• It’s the methodologies and process for
capturing, storing, securing, and retrieving
content.
• It makes your Information professionals
– Work suck a little less
– Spend less time finding content more time using it
– Keeps your organization’s content secure and relevant
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14. ECM
• Your knowledge workers don’t pay attention
to how they do what they do
• Your content managers don’t speak your
language, and you don’t speak theirs
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15. ECM in SharePoint
• Create a living Governance Plan
• Create a taxonomy
• Setup Document ID service
• Plan for eDiscovery
• Setup content types and content type publishing
• Setup retention schedules per your file plan
• Determine what Folksonomy to use
• Enable records management in-place or records center
• Evaluate value of document sets
• Enable content audits
• All before a single document is uploaded
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16. ECM in SharePoint
Most of ECM in SharePoint is created
outside of SharePoint
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17. Talk the Talk
SharePoint ECM
Managed Meta-Data Taxonomy
MMS, Rating, Keywords, Like It, Tagging Folksonomy
Document Sets Compound Documents
Content Types Not synonymous with Document Types
Information Management Policies Records Management
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18. Talk the Talk
• System of Record
• System of Engagement
• Information Architecture – Hierarchy
• Records Management
• Taxonomy
– Functional
– Regional
– Time Based
• eDiscovery
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19. DEMO
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20. What does the future hold
• CMIS
• SharePoint 15
• Folders go away
• Content on-boarding is no longer the problem
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21. Tips
• Run out of this meeting and START NOW
• Always think about v.Next
• Governance, Do it, It’s not what you think
• Pre-Mortem
• Don’t Tell, SHOW!
• Make friends | Crowd Source
• Don’t foster bad habits ( workspaces, explorer view)
• Out-of-the box as much as possible
• Don’t look for cookie cutter implementations
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22. Resources
ECM & SharePoint: http://www.aiim.org/Community/SharePoint
Records Management: www.arma.org
Ready Taxonomies: http://www.hoardinginformation.com
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23. Call Me!
• Chris@CloudShare.com
• @HoardingInfo
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24. Thanks to all our Sponsors
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