On January 27, 2015, Salman Ahmad presented at Microsoft Gulf office for SharePoint Dubai User Group about Enterprise Content Management (ECM) capabilities in SharePoint Server 2013 and how SharePoint 2013 maps its features with ECM concepts.

1. SharePoint 2013 as ECM
Platform
January 27th
, 2015
Brought to you by:
Sponsored by:

2. ∗ SharePoint Architect
∗ @ salman.ahmad@msn.com
∗ Twitter: @SharePointGoose
∗ Fb: https://www.fb.com/SharePointGoose
∗ Blog: http://sharepointgoose.blogspot.com
Speaker : Salman Ahmad

3. ∗ “Enterprise Content Management (ECM) is the
strategies, methods and tools used to capture,
manage, store, preserve, and deliver content and
documents related to organizational processes.”
(AIIM)
What is ECM?

4. Enterprise Content Management
Create and organize contents
easily with the help of relevant
discovered information
Create Control
Manage content policies,
Information architecture and
taxonomy
Protect
Reduce risk and manage
compliance with centralized
eDiscovery tools
Discover
Discover the information you need with rich and intuitive experience

5. Basic features of Modern ECM
Contents Scanning Digitization
Categorization Indexing Document Management Records Management
Web Content Management Digital Asset Management eDiscovery
Discovery Forms Workflow Digital SignatureCollaboration

6. Why ECM, benefits of ECM
Files are non-classified
Files have no properties
Users can search only by file name
Files are classified
Files have Properties
Users can search by
category and property
value
Title
Type
Frequency
Date
Created By
ECM Progress
Report
ECM Progress
Report
Title: ECM Progress Report
Type: Progress Report
Frequency: Monthly
Date: 01/09/2014
Doc Type: Report
Created By: Salman Ahmad
Category : Doc Type : “Report”
Report
Report
Report
Report
Report
Report
Current Status (without ECM) with ECM
Plan
Plan
Corresp.
Corresp.
Policy
Policy
Manual
Manual
Plan
Plan
Report
Report
Report
Report
Report
Report
Manual
Manual

7. Taxonomy / Information Architecture
Conceptual overview of content types
∗ Columns
∗ Content Types
∗ Managed metadata Service Application
∗ Content Type Hub
∗ Sites
∗ Document Libraries

8. ∗ Upload
∗ Check In/Check out
∗ Share
∗ Bulk Metadata update
∗ Alerts
∗ Tag & Notes
∗ Follow
∗ Drag & Drop documents
∗ Open with Windows Explorer
∗ Version History
∗ Shared With
∗ Co-authoring
∗ Search
Common ECM features for End User

9. Search
• In Library Search
• Metadata search within library
• Filters
• Enterprise Search
• Permission-trimmed search for keywords
• Search refiners
• Display Templates
In Library Search

10. Search
Enterprise
Search

11. ∗ Scanning
∗ OCR
∗ Workflows
∗ Forms
∗ Digital Signatures
∗ Integration with other LOB systems
Advanced features of ECM
Final Steps
∗ Contents Migration
∗ Quality & Consistency Checks
∗ Fine Tuning

12. Questions
Thank You!