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Introduction to SharePoint 2010
               for
     Document Compliance,
 Management and Automation
Niraj Tenany – President and CEO, Netwoven, Inc.




                  • Formerly Microsoft Consulting Services
                    Head of Enterprise Applications Practice

                  • Frequent speaker in Enterprise Content
                    Management and Search events

                  • Works with Fortune 1000 companies to
                    define and implement ECM, BI, Business
                    Process Automation, and Search
                    strategies
 Slide #                                    Enabling Intelligent Enterprises
Netwoven Background


                     Founded in 2001 by former Microsoft executives

                                     Top talent from industry
                    Firm leadership comprised of Microsoft, Accenture, Oracle and Intel talent
                        Former senior executive of Wipro, Infosys, McKinsey on our board


             US headquartered company with development center in India



Save the Children




   Slide #                                                                        Enabling Intelligent Enterprises
Key Solution Areas
              Solution Area                                           Description

Out-Tasking with SharePoint                SharePoint managed services with L1, L2 and L3 support


SharePoint 2010 Upgrade                    Upgrade intranet, extranet or internet sites

Social Business Networking with            Build communities with SharePoint
SharePoint
Document Management with SharePoint        Develop or Migration document management systems to SharePoint


Business Intelligence with SharePoint      Develop reports, dashboards and map based drill downs with
                                           SharePoint

Portal and Collaboration with SharePoint   Developing intranet and collaboration sites using SharePoint


Web Content Management with SharePoint     Develop intranet and extranet sites using SharePoint


Custom Development with SharePoint         Workflow and other custom development with SharePoint 2010


Employee Portals, Customer Portals         Develop Employee and customer portals integrated with FAST
                                           Search                                Enabling Intelligent Enterprises
    Slide #
Key Facts
   • In 2010 alone we generated enough digital information
     worldwide to fill a stack of DVDs reaching from the earth to
     the moon and back. That's about 1.2 Zettabytes, or more than
     a trillion gigabytes - a 50% increase over 2009.
   • It is estimated that from 2011 on, the amount of data
     produced globally will double every 2 years.
   • Every 2 days we generate more data than we did from the
     dawn of time through 2003
   • Worldwide volume of data is growing at 59% per year
   • Between 75% to 85% of data is unstructured
   • Time spent searching for information averages 8.8 hours per
     week for a cost of $14,209 per worker per year

Source: IDC

     Slide #                                      Enabling Intelligent Enterprises
Business Needs

• Improved Compliance

• Tighter Security

• Document Life Cycle Management

• Automation

• Findability




 Slide #                           Enabling Intelligent Enterprises
What do we mean when we
use the term “Document”?



Slide #           Enabling Intelligent Enterprises
Document Management Framework


  Document Type Spectrum                Characteristics

                                        Narrative
                                        • Common characteristics
                                          include Table of
                                          Contents, links and
            Narrative   Transactional
                                          Navigational aids
                                        Transactional
                                        • Common characteristics
                                          include E-Forms

  Slide #                                             Enabling Intelligent Enterprises
Document Management Framework – Narrative
Documents


                          Published Documents
                          • Large number of readers
            Published
                          • Few Authors
            Documents
                          • Well Defined Life Cycle
                          • Smaller percentage compared to
                            the collaborative documents
                          Collaborative Documents
                          • Approximately equal number of
          Collaborative     readers and authors
           Documents      • Very high volume
                          • Different Life Cycle and
                            longevity



Slide #                                     Enabling Intelligent Enterprises
Document Management Framework – Narrative
Documents



             Taxonomy       Taxonomy     Taxonomy         Taxonomy
                 A              B            C                D




                            Published    Published
            Collaborative   Controlled      Non            Records
             Documents      Documents    Controlled
                                         Documents


                              Narrative Documents




  Slide #                                           Enabling Intelligent Enterprises
Key Components for Compliance, Management
and Automation

•   Storage            •   Task Management
•   Taxonomy           •   Delegation
•   Security           •   Reporting
•   Lifecycle          •   Approval Processes
•   Template           •   eSignature
    Management         •   Version Management
                       •   Search




Slide #                               Enabling Intelligent Enterprises
Winning Combination


• SharePoint 2010

• K2 Blackpearl

• Adlib

• FAST Search

• Taxonomy Management Tool

Slide #                      Enabling Intelligent Enterprises
SharePoint Scenarios




                        Enterprise
                        Metadata
                       and Content
                          Types




Source: Microsoft

      Slide #               Enabling Intelligent Enterprises
Team Site




Source: Microsoft

      Slide #       Enabling Intelligent Enterprises
Managed Library




Source: Microsoft

      Slide #         Enabling Intelligent Enterprises
Repository / Archive




Source: Microsoft

      Slide #              Enabling Intelligent Enterprises
Massive / Distributed Archive




Source: Microsoft

      Slide #                       Enabling Intelligent Enterprises
SharePoint 2010 Document Mgt. Features

 • Managed Metadata Service – SharePoint 2010 Centralized
   Taxonomy Service Application.

 • Hub - A site collection designated as a ‟source” from
   which we share content types through out the enterprise

 • Content Type Syndication - Publishing, sharing, pushing
   one or more content types across site collection, Web App,
   and farm boundaries

 • Term Store - DB that contains one or more taxonomies
   available as a ‟Shared Service”
Source: Microsoft

   Slide #                                       Enabling Intelligent Enterprises
SharePoint 2010 Document Management
Features
• Use of Term Store and Managed Metadata service
  allows for centrally managed Term Sets and Content
  Types
• Governance allows for splitting the roles of Taxonomist
  and SharePoint Administrator
• Multi-Lingual Term Sets with Synonyms and
  Abbreviations
• Folksonomy (Keywords, Tags and Ratings)
• Managed Metadata Columns in Faceted Search
• Taxonomy Navigation in Tree View
• Hierarchical Term Sets and Filtering

 Slide #                                    Enabling Intelligent Enterprises
Contacts


• Niraj Tenany   ntenany@netwoven.com

• Angira Dey     adey@netwoven.com

• Rashi Bajaj    rbajaj@netwoven.com




 Slide #                          Enabling Intelligent Enterprises

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SharePoint 2010 for Document Compliance

  • 1. Introduction to SharePoint 2010 for Document Compliance, Management and Automation
  • 2. Niraj Tenany – President and CEO, Netwoven, Inc. • Formerly Microsoft Consulting Services Head of Enterprise Applications Practice • Frequent speaker in Enterprise Content Management and Search events • Works with Fortune 1000 companies to define and implement ECM, BI, Business Process Automation, and Search strategies Slide # Enabling Intelligent Enterprises
  • 3. Netwoven Background Founded in 2001 by former Microsoft executives Top talent from industry Firm leadership comprised of Microsoft, Accenture, Oracle and Intel talent Former senior executive of Wipro, Infosys, McKinsey on our board US headquartered company with development center in India Save the Children Slide # Enabling Intelligent Enterprises
  • 4. Key Solution Areas Solution Area Description Out-Tasking with SharePoint SharePoint managed services with L1, L2 and L3 support SharePoint 2010 Upgrade Upgrade intranet, extranet or internet sites Social Business Networking with Build communities with SharePoint SharePoint Document Management with SharePoint Develop or Migration document management systems to SharePoint Business Intelligence with SharePoint Develop reports, dashboards and map based drill downs with SharePoint Portal and Collaboration with SharePoint Developing intranet and collaboration sites using SharePoint Web Content Management with SharePoint Develop intranet and extranet sites using SharePoint Custom Development with SharePoint Workflow and other custom development with SharePoint 2010 Employee Portals, Customer Portals Develop Employee and customer portals integrated with FAST Search Enabling Intelligent Enterprises Slide #
  • 5. Key Facts • In 2010 alone we generated enough digital information worldwide to fill a stack of DVDs reaching from the earth to the moon and back. That's about 1.2 Zettabytes, or more than a trillion gigabytes - a 50% increase over 2009. • It is estimated that from 2011 on, the amount of data produced globally will double every 2 years. • Every 2 days we generate more data than we did from the dawn of time through 2003 • Worldwide volume of data is growing at 59% per year • Between 75% to 85% of data is unstructured • Time spent searching for information averages 8.8 hours per week for a cost of $14,209 per worker per year Source: IDC Slide # Enabling Intelligent Enterprises
  • 6. Business Needs • Improved Compliance • Tighter Security • Document Life Cycle Management • Automation • Findability Slide # Enabling Intelligent Enterprises
  • 7. What do we mean when we use the term “Document”? Slide # Enabling Intelligent Enterprises
  • 8. Document Management Framework Document Type Spectrum Characteristics Narrative • Common characteristics include Table of Contents, links and Narrative Transactional Navigational aids Transactional • Common characteristics include E-Forms Slide # Enabling Intelligent Enterprises
  • 9. Document Management Framework – Narrative Documents Published Documents • Large number of readers Published • Few Authors Documents • Well Defined Life Cycle • Smaller percentage compared to the collaborative documents Collaborative Documents • Approximately equal number of Collaborative readers and authors Documents • Very high volume • Different Life Cycle and longevity Slide # Enabling Intelligent Enterprises
  • 10. Document Management Framework – Narrative Documents Taxonomy Taxonomy Taxonomy Taxonomy A B C D Published Published Collaborative Controlled Non Records Documents Documents Controlled Documents Narrative Documents Slide # Enabling Intelligent Enterprises
  • 11. Key Components for Compliance, Management and Automation • Storage • Task Management • Taxonomy • Delegation • Security • Reporting • Lifecycle • Approval Processes • Template • eSignature Management • Version Management • Search Slide # Enabling Intelligent Enterprises
  • 12. Winning Combination • SharePoint 2010 • K2 Blackpearl • Adlib • FAST Search • Taxonomy Management Tool Slide # Enabling Intelligent Enterprises
  • 13. SharePoint Scenarios Enterprise Metadata and Content Types Source: Microsoft Slide # Enabling Intelligent Enterprises
  • 14. Team Site Source: Microsoft Slide # Enabling Intelligent Enterprises
  • 15. Managed Library Source: Microsoft Slide # Enabling Intelligent Enterprises
  • 16. Repository / Archive Source: Microsoft Slide # Enabling Intelligent Enterprises
  • 17. Massive / Distributed Archive Source: Microsoft Slide # Enabling Intelligent Enterprises
  • 18. SharePoint 2010 Document Mgt. Features • Managed Metadata Service – SharePoint 2010 Centralized Taxonomy Service Application. • Hub - A site collection designated as a ‟source” from which we share content types through out the enterprise • Content Type Syndication - Publishing, sharing, pushing one or more content types across site collection, Web App, and farm boundaries • Term Store - DB that contains one or more taxonomies available as a ‟Shared Service” Source: Microsoft Slide # Enabling Intelligent Enterprises
  • 19. SharePoint 2010 Document Management Features • Use of Term Store and Managed Metadata service allows for centrally managed Term Sets and Content Types • Governance allows for splitting the roles of Taxonomist and SharePoint Administrator • Multi-Lingual Term Sets with Synonyms and Abbreviations • Folksonomy (Keywords, Tags and Ratings) • Managed Metadata Columns in Faceted Search • Taxonomy Navigation in Tree View • Hierarchical Term Sets and Filtering Slide # Enabling Intelligent Enterprises
  • 20. Contacts • Niraj Tenany ntenany@netwoven.com • Angira Dey adey@netwoven.com • Rashi Bajaj rbajaj@netwoven.com Slide # Enabling Intelligent Enterprises