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Presented DATE




            SharePoint and your Information
       Infrastructure: Achieving 3 Key Objectives
                            This presentation will begin at 2:00 pm ET
                           1 pm Central, 12 pm Mountain, 11 am Pacific

                      Please check that the volume on your computer is at the
              highest setting since we stream our presentation in Voice over IP (VoIP)

                         NOTE: You will not hear any sound until 2:00 pm



                                                                Presented by:    Russ Edelman,
In association with:                                                             Corridor Consulting
About AIIM
      AIIM is the community that provides education, research, and best
  practices to help organizations find, control, and optimize their information.
  As a neutral and unbiased source of information, AIIM serves the needs of
         its members and the industry through the following activities:

             Market Education               Peer Networking
             Professional Development       Industry Advocacy


                       Learn more about AIIM at www.aiim.org
                        and join www.AIIMcommunities.org



                                                   Presented by:   Russ Edelman,
In association with:                                               Corridor Consulting
www.aiim.org       Join the conversation now at
                                    www.AIIMcommunities.org
                For intelligent
                                       focusing on ERM and
        information management
                                           Enterprise 2.0


         www.aiim.org/training/       www.aiim.org/members
           SharePoint-Course




                                  Check out your member benefits

                                         Presented by:   Russ Edelman,
In association with:                                     Corridor Consulting
Follow AIIM on                                 www.twitter.com

            AIIM Community – www.twitter.com/aiimcommunity
            John Mancini – www.twitter.com/jmancini77
            Atle Skjekkeland – www.twitter.com/skjekkeland
            Peggy Winton – www.twitter.com/pwwinton
            Bryant Duhon – www.twitter.com/bduhon
            Vlad Enache – www.twitter.com/vladenache
            Betsy Fanning – www.twitter.com/bfanning
            Theresa Resek – www.twitter.com/tmresek
            Beth Mayhew – www.twitter.com/bethmayhew

                                              Presented by:   Russ Edelman,
In association with:                                          Corridor Consulting
Focus On…SharePoint
     Content. Collaboration. Process.
   Visit the new AIIM portal at aiim.org/SharePoint
    Case Studies / White Papers
    Industry Research and Articles
    News and Information
    Podcasts and Video
    Webinars and Seminars
    In-person and Online Training
    Tools and Resources

                                          Presented by:   Russ Edelman,
In association with:                                      Corridor Consulting
Thank You to the Underwriters of this Event

   EMC – www.EMC.com/sharepoint
   With EMC Intelligent Information Solutions for SharePoint, organizations
   can centralize and automate the management of information across their
   infrastructure; improve overall performance and scalability, establish
   organization-wide information governance and control to both archived
   and active content.


   HP TRIM – www.hp.com/go/hptrim
   Seamlessly manage all SharePoint content with HP TRIM software, for
   best practice records management that is transparent for the user, drives
   efficiency for your business and integrity of your records – fast.



                                                  Presented by:   Russ Edelman,
In association with:                                              Corridor Consulting
AIIM Presents:
          SharePoint and your Information Infrastructure:
                   Achieving 3 Key Objectives


             Peggy Winton – Vice President, AIIM

             Russ Edelman – President, Corridor Consulting, Inc.

             Lance Shaw – Group Product Marketing Manager,
                          EMC2 Information Intelligence Group




                                                      Presented by:   Russ Edelman,
In association with:                                                  Corridor Consulting
Introducing our Featured Speaker


                            Russ Edelman
                              President
                       Corridor Consulting, Inc.




                                          Presented by:   Russ Edelman,
In association with:                                      Corridor Consulting
Agenda



         1.    The SharePoint Ripple Effect
         2.    SharePoint Infrastructure | Use & Improvement
         3.    SharePoint Governance | What Works
         4.    Optimizing Your SharePoint Investments




                                          Presented by:   Russ Edelman,
In association with:                                      Corridor Consulting
The SharePoint Ripple Effect | Interest


                                                    Competition/
                                  3rd Party &       “Coopitition”
                                      ISVs
                         Consultants

                  Internal IT




                                                Presented by:   Russ Edelman,
In association with:                                            Corridor Consulting
The SharePoint Ripple Effect | Analysts




                 Almost All Analysts Agree…
              SharePoint Is “A” Major ECM Player
                          But….



                                     Presented by:   Russ Edelman,
In association with:                                 Corridor Consulting
The SharePoint Ripple Effect | A Formula




      E+F= A
 Ease Of Use           +   Flexibility    =              Adoption
                                         Presented by:   Russ Edelman,
In association with:                                     Corridor Consulting
SharePoint Infrastructure | Use & Improvement
                       • Easy for IW: Supreme user acceptance
       Easy to           and adoptability
                       • Easy for IT: Great OOB, fast to deploy, and
        Use              easy to manage

                       • Everyone in the organization has access to
  Everyone               and benefits from features
                       • Capabilities can be adjusted – everyone
 Participates            sees as much as they need

                       • Scalability: More items, richer filtering,
   Enterprise            metadata navigation, FAST integration
                       • Breadth: Cross repositories, enterprise
    Ready                content types, greater extensibility


                                              Presented by:   Russ Edelman,
In association with:                                          Corridor Consulting
SharePoint Infrastructure | What They Did
 Administrative/User Functionality
     Content Organizer
     Enterprise Content Types/Syndication
     Managed Metadata – Term Store
     Virtual Folders Via Metadata
     Improved Search With FAST
     Much Larger Volumes (docs/library, site collections, etc.)

 Technical Considerations
     Indices Are Auto-managed/Optimized
     Internal Database Improvements
     SQL 2008 – Remote Blob Storage (RBS)
     Background Processing Optimized



                                                     Presented by:   Russ Edelman,
In association with:                                                 Corridor Consulting
SharePoint Infrastructure | Factors To Ponder

     External/Remote Blog
     Storage Supplements
                                 Archival Strategy
                            C
                            a
                            p   Hardware/Network
        Content DB
                            t     Encryption &
     Restoration Timing
                            u     Optimization
                            r
                            e
  EMail Repository For          Real-Time Disaster
  Records Management                Recovery

                                Presented by:   Russ Edelman,
In association with:                            Corridor Consulting
SharePoint Infrastructure | Recommendations


   1. Quantify Your Content Requirements
   2. Learn About SharePoint Optimization Techniques
   3. Get Smart About The Good & Bad Methods Of
      Developing For SharePoint
   4. Learn About 3rd Party/Traditional ECM Products
      That Are Complementary



                                     Presented by:   Russ Edelman,
In association with:                                 Corridor Consulting
SharePoint Governance | What Works
  Usage Level                             Governance
             “Rogue”
                                               None To
                Light
                                           Very Informal
              Ad-Hoc
     Departmental                                 Moderate
         Focused                                   But Not
         Purpose                                  Enforced

          Enterprise                        Structured &
            Mission                             Enforced
             Critical                      Gov. Program

                          Presented by:   Russ Edelman,
In association with:                      Corridor Consulting
SharePoint Governance | What Doesn’t Work




     The Giant Book
     Of Governance



                         Presented by:   Russ Edelman,
In association with:                     Corridor Consulting
SharePoint Governance | What Does Work

                       Light Governance Approach
                                                                Effective




                                                         Change




                                                                  Mgmt


               Iterative and Evolving Standards

                                         Presented by:   Russ Edelman,
In association with:                                     Corridor Consulting
SharePoint Governance | Tool Example List




                          Presented by:   Russ Edelman,
In association with:                      Corridor Consulting
SharePoint Governance | Sequencing

                         Q3 / 2010           Q4 / 2010              Q1 / 2011


   Governance             Establish             Iterate “Light”
                       “Light” Version              Version


      Project                First Project               Subsequent Projects
      Delivery                  Begins                         Begin


    ECM/MSS
                              Prepare & Stabilize Infrastructure
  Infrastructure



                                                    Presented by:   Russ Edelman,
In association with:                                                Corridor Consulting
Optimizing Your SP Investments | I.O.S.




                             Presented by:   Russ Edelman,
In association with:                         Corridor Consulting
Optimizing Your SP Investments | Data Point
            The                  New Masters Of Management
         Economist
     April 17th – 23rd Edition
                                 “This new management paradigm
                                 pushes two familiar ideas beyond
                                 their previous limits: that the
                                 customer is king and that the
                                 economies of scale can produce
                                 radical reductions in unit costs.
                                                                          ”
                                                                         “”



                                            Presented by:   Russ Edelman,
In association with:                                        Corridor Consulting
Optimizing Your SP Investments | Maturity?




                           Presented by:   Russ Edelman,
In association with:                       Corridor Consulting
SharePoint & Your Information Infrastructure
Achieving 3 Key Objectives

                                                           Presented by:
                        Russ Edelman | President, Corridor Consulting, Inc.
 Thank You                         russ.edelman@corridorconsulting.com
                                                        Twitter: RussECM

                                       Presented by:   Russ Edelman,
In association with:                                   Corridor Consulting
Introducing our Sponsor

                           Lance Shaw
                 Group Product Marketing Manager
              EMC2 Information Intelligence Group

                            speaking on

  Information Intelligence for Microsoft SharePoint


                                          Presented by:   Russ Edelman,
In association with:                                      Corridor Consulting
Organizational Pain Points

                    IT                                                   Compliance
                Operational efficiencies                  Information    Litigation Readiness

            Content Security                              Governance
                                                                               Retention & Control

    Paperless
   Requirements                                           Operational            eDiscovery
                                                          Efficiencies
Information Growth                                                               Regulatory
                                                                                 Compliance
        End-user Access
                                                         Reduced Costs
                                                                              Risk Mitigation
                Content Control

                          Shorten back-up                  End-user      Single Point
                             windows                     Transparency     of Access




© Copyright 2010 EMC Corporation. All rights reserved.
* E-mail Archiving provided by Exchange
Information Intelligence for SharePoint




© Copyright 2010 EMC Corporation. All rights reserved.
Information Intelligence for SharePoint




  Intelligent Capture                                        Information Access                 Information Governance
   Enable instant access by                               Maintain the SharePoint experience       Ensure centralized compliance,
      moving physical                                      while connecting active content to    archival & eDiscovery and maintain
  documents into SharePoint                                         active processes            retention and control on inactive data




                                                         EMC Microsoft Consulting

                                                                 EMC Storage



© Copyright 2010 EMC Corporation. All rights reserved.
Information Intelligence for SharePoint




                                EMC Captiva for SharePoint




© Copyright 2010 EMC Corporation. All rights reserved.
Capture for Microsoft SharePoint




• Improve access and automate paper capture
• Leverage Intelligent Enterprise Capture to maximize
  efficiency
• Leverage one of the safest IT investments
• Extend the value of SharePoint

© Copyright 2010 EMC Corporation. All rights reserved.
Information Intelligence for SharePoint




                        My Documentum for SharePoint
                           Repository Services for
                                SharePoint



© Copyright 2010 EMC Corporation. All rights reserved.
My Documentum for SharePoint
                                                          View, Add, & Update Content

                                                          Multi-”library” Support

                                                          Expose key Documentum
                                                           services

                                                          Search Documentum
                                                           Content

                                                          Refine Search via Metadata

                                                          Single Sign-on

                                                          Web part configuration

                                                          Site collection administration




© Copyright 2010 EMC Corporation. All rights reserved.
Repository Services for SharePoint
• Usability
    – 100% Transparency to SharePoint                                          SharePoint
                                                                                End User
      users, processes and „add-ons‟
• Compliance                                                                  Object    Metadata

    –   Repository of record
    –   Common Policy Management                                        Content        Metadata
    –   Long-term retention
    –   Expunge                                                                 EDRSMS
• CM Integration                                                     Microsoft EBS Layer
    – SharePoint content in ECM                                       EMC EBS Handler
      processes
    – Repurpose/reuse SharePoint
      content
• Operational
                                                          Object   Metadata                   Object   Metadata




      – Improve SQL Server manageability
      – HSM                                              Documentum                         SQL Server
      – De-duplication
      – Fragmentation control
© Copyright 2010 EMC Corporation. All rights reserved.
Information Intelligence for SharePoint




   EMC SourceOne for Microsoft SharePoint




© Copyright 2010 EMC Corporation. All rights reserved.
EMC SourceOne for Microsoft SharePoint




                                                         Operational Efficiencies

              For Microsoft                              Information Governance
              SharePoint
                                                         End-User Transparency




© Copyright 2010 EMC Corporation. All rights reserved.
Information Intelligence for SharePoint




  Captiva for                                       My Documentum for SharePoint                    SourceOne for
  Microsoft SharePoint                         Repository Services for Microsoft SharePoint   Microsoft SharePoint




                                                         EMC Microsoft Consulting

                                                              EMC Storage




© Copyright 2010 EMC Corporation. All rights reserved.
www.emc.com/sharepoint




© Copyright 2010 EMC Corporation. All rights reserved.
Questions?
                         On the bottom left hand side
                                 of your screen,
                       type your question in the white box
                       and hit “Submit Question” Button.




                                 Presented by:   Russ Edelman,
In association with:                             Corridor Consulting
Upcoming Webinars
                 August 18th
                 Records Management for Today‟s Knowledge Workers

                 August 25th
                 Content in Context for Process Optimization



                                     Register Today at
                         www.aiim.org/webinars
                       Or check out our Webinar Archive at
                       www.aiim.org/WebinarArchive
                                                               Presented by:   Russ Edelman,
In association with:                                                           Corridor Consulting

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072810aiimwebinar share point and your information architecture

  • 1. Presented DATE SharePoint and your Information Infrastructure: Achieving 3 Key Objectives This presentation will begin at 2:00 pm ET 1 pm Central, 12 pm Mountain, 11 am Pacific Please check that the volume on your computer is at the highest setting since we stream our presentation in Voice over IP (VoIP) NOTE: You will not hear any sound until 2:00 pm Presented by: Russ Edelman, In association with: Corridor Consulting
  • 2. About AIIM AIIM is the community that provides education, research, and best practices to help organizations find, control, and optimize their information. As a neutral and unbiased source of information, AIIM serves the needs of its members and the industry through the following activities:  Market Education  Peer Networking  Professional Development  Industry Advocacy Learn more about AIIM at www.aiim.org and join www.AIIMcommunities.org Presented by: Russ Edelman, In association with: Corridor Consulting
  • 3. www.aiim.org Join the conversation now at www.AIIMcommunities.org For intelligent focusing on ERM and information management Enterprise 2.0 www.aiim.org/training/ www.aiim.org/members SharePoint-Course Check out your member benefits Presented by: Russ Edelman, In association with: Corridor Consulting
  • 4. Follow AIIM on www.twitter.com AIIM Community – www.twitter.com/aiimcommunity John Mancini – www.twitter.com/jmancini77 Atle Skjekkeland – www.twitter.com/skjekkeland Peggy Winton – www.twitter.com/pwwinton Bryant Duhon – www.twitter.com/bduhon Vlad Enache – www.twitter.com/vladenache Betsy Fanning – www.twitter.com/bfanning Theresa Resek – www.twitter.com/tmresek Beth Mayhew – www.twitter.com/bethmayhew Presented by: Russ Edelman, In association with: Corridor Consulting
  • 5. Focus On…SharePoint Content. Collaboration. Process. Visit the new AIIM portal at aiim.org/SharePoint  Case Studies / White Papers  Industry Research and Articles  News and Information  Podcasts and Video  Webinars and Seminars  In-person and Online Training  Tools and Resources Presented by: Russ Edelman, In association with: Corridor Consulting
  • 6. Thank You to the Underwriters of this Event EMC – www.EMC.com/sharepoint With EMC Intelligent Information Solutions for SharePoint, organizations can centralize and automate the management of information across their infrastructure; improve overall performance and scalability, establish organization-wide information governance and control to both archived and active content. HP TRIM – www.hp.com/go/hptrim Seamlessly manage all SharePoint content with HP TRIM software, for best practice records management that is transparent for the user, drives efficiency for your business and integrity of your records – fast. Presented by: Russ Edelman, In association with: Corridor Consulting
  • 7. AIIM Presents: SharePoint and your Information Infrastructure: Achieving 3 Key Objectives Peggy Winton – Vice President, AIIM Russ Edelman – President, Corridor Consulting, Inc. Lance Shaw – Group Product Marketing Manager, EMC2 Information Intelligence Group Presented by: Russ Edelman, In association with: Corridor Consulting
  • 8. Introducing our Featured Speaker Russ Edelman President Corridor Consulting, Inc. Presented by: Russ Edelman, In association with: Corridor Consulting
  • 9. Agenda 1. The SharePoint Ripple Effect 2. SharePoint Infrastructure | Use & Improvement 3. SharePoint Governance | What Works 4. Optimizing Your SharePoint Investments Presented by: Russ Edelman, In association with: Corridor Consulting
  • 10. The SharePoint Ripple Effect | Interest Competition/ 3rd Party & “Coopitition” ISVs Consultants Internal IT Presented by: Russ Edelman, In association with: Corridor Consulting
  • 11. The SharePoint Ripple Effect | Analysts Almost All Analysts Agree… SharePoint Is “A” Major ECM Player But…. Presented by: Russ Edelman, In association with: Corridor Consulting
  • 12. The SharePoint Ripple Effect | A Formula E+F= A Ease Of Use + Flexibility = Adoption Presented by: Russ Edelman, In association with: Corridor Consulting
  • 13. SharePoint Infrastructure | Use & Improvement • Easy for IW: Supreme user acceptance Easy to and adoptability • Easy for IT: Great OOB, fast to deploy, and Use easy to manage • Everyone in the organization has access to Everyone and benefits from features • Capabilities can be adjusted – everyone Participates sees as much as they need • Scalability: More items, richer filtering, Enterprise metadata navigation, FAST integration • Breadth: Cross repositories, enterprise Ready content types, greater extensibility Presented by: Russ Edelman, In association with: Corridor Consulting
  • 14. SharePoint Infrastructure | What They Did  Administrative/User Functionality  Content Organizer  Enterprise Content Types/Syndication  Managed Metadata – Term Store  Virtual Folders Via Metadata  Improved Search With FAST  Much Larger Volumes (docs/library, site collections, etc.)  Technical Considerations  Indices Are Auto-managed/Optimized  Internal Database Improvements  SQL 2008 – Remote Blob Storage (RBS)  Background Processing Optimized Presented by: Russ Edelman, In association with: Corridor Consulting
  • 15. SharePoint Infrastructure | Factors To Ponder External/Remote Blog Storage Supplements Archival Strategy C a p Hardware/Network Content DB t Encryption & Restoration Timing u Optimization r e EMail Repository For Real-Time Disaster Records Management Recovery Presented by: Russ Edelman, In association with: Corridor Consulting
  • 16. SharePoint Infrastructure | Recommendations 1. Quantify Your Content Requirements 2. Learn About SharePoint Optimization Techniques 3. Get Smart About The Good & Bad Methods Of Developing For SharePoint 4. Learn About 3rd Party/Traditional ECM Products That Are Complementary Presented by: Russ Edelman, In association with: Corridor Consulting
  • 17. SharePoint Governance | What Works Usage Level Governance “Rogue” None To Light Very Informal Ad-Hoc Departmental Moderate Focused But Not Purpose Enforced Enterprise Structured & Mission Enforced Critical Gov. Program Presented by: Russ Edelman, In association with: Corridor Consulting
  • 18. SharePoint Governance | What Doesn’t Work The Giant Book Of Governance Presented by: Russ Edelman, In association with: Corridor Consulting
  • 19. SharePoint Governance | What Does Work Light Governance Approach Effective Change Mgmt Iterative and Evolving Standards Presented by: Russ Edelman, In association with: Corridor Consulting
  • 20. SharePoint Governance | Tool Example List Presented by: Russ Edelman, In association with: Corridor Consulting
  • 21. SharePoint Governance | Sequencing Q3 / 2010 Q4 / 2010 Q1 / 2011 Governance Establish Iterate “Light” “Light” Version Version Project First Project Subsequent Projects Delivery Begins Begin ECM/MSS Prepare & Stabilize Infrastructure Infrastructure Presented by: Russ Edelman, In association with: Corridor Consulting
  • 22. Optimizing Your SP Investments | I.O.S. Presented by: Russ Edelman, In association with: Corridor Consulting
  • 23. Optimizing Your SP Investments | Data Point The New Masters Of Management Economist April 17th – 23rd Edition “This new management paradigm pushes two familiar ideas beyond their previous limits: that the customer is king and that the economies of scale can produce radical reductions in unit costs. ” “” Presented by: Russ Edelman, In association with: Corridor Consulting
  • 24. Optimizing Your SP Investments | Maturity? Presented by: Russ Edelman, In association with: Corridor Consulting
  • 25. SharePoint & Your Information Infrastructure Achieving 3 Key Objectives Presented by: Russ Edelman | President, Corridor Consulting, Inc. Thank You russ.edelman@corridorconsulting.com Twitter: RussECM Presented by: Russ Edelman, In association with: Corridor Consulting
  • 26. Introducing our Sponsor Lance Shaw Group Product Marketing Manager EMC2 Information Intelligence Group speaking on Information Intelligence for Microsoft SharePoint Presented by: Russ Edelman, In association with: Corridor Consulting
  • 27. Organizational Pain Points IT Compliance Operational efficiencies Information Litigation Readiness Content Security Governance Retention & Control Paperless Requirements Operational eDiscovery Efficiencies Information Growth Regulatory Compliance End-user Access Reduced Costs Risk Mitigation Content Control Shorten back-up End-user Single Point windows Transparency of Access © Copyright 2010 EMC Corporation. All rights reserved.
  • 28. * E-mail Archiving provided by Exchange
  • 29. Information Intelligence for SharePoint © Copyright 2010 EMC Corporation. All rights reserved.
  • 30. Information Intelligence for SharePoint Intelligent Capture Information Access Information Governance Enable instant access by Maintain the SharePoint experience Ensure centralized compliance, moving physical while connecting active content to archival & eDiscovery and maintain documents into SharePoint active processes retention and control on inactive data EMC Microsoft Consulting EMC Storage © Copyright 2010 EMC Corporation. All rights reserved.
  • 31. Information Intelligence for SharePoint EMC Captiva for SharePoint © Copyright 2010 EMC Corporation. All rights reserved.
  • 32. Capture for Microsoft SharePoint • Improve access and automate paper capture • Leverage Intelligent Enterprise Capture to maximize efficiency • Leverage one of the safest IT investments • Extend the value of SharePoint © Copyright 2010 EMC Corporation. All rights reserved.
  • 33. Information Intelligence for SharePoint My Documentum for SharePoint Repository Services for SharePoint © Copyright 2010 EMC Corporation. All rights reserved.
  • 34. My Documentum for SharePoint  View, Add, & Update Content  Multi-”library” Support  Expose key Documentum services  Search Documentum Content  Refine Search via Metadata  Single Sign-on  Web part configuration  Site collection administration © Copyright 2010 EMC Corporation. All rights reserved.
  • 35. Repository Services for SharePoint • Usability – 100% Transparency to SharePoint SharePoint End User users, processes and „add-ons‟ • Compliance Object Metadata – Repository of record – Common Policy Management Content Metadata – Long-term retention – Expunge EDRSMS • CM Integration Microsoft EBS Layer – SharePoint content in ECM EMC EBS Handler processes – Repurpose/reuse SharePoint content • Operational Object Metadata Object Metadata – Improve SQL Server manageability – HSM Documentum SQL Server – De-duplication – Fragmentation control © Copyright 2010 EMC Corporation. All rights reserved.
  • 36. Information Intelligence for SharePoint EMC SourceOne for Microsoft SharePoint © Copyright 2010 EMC Corporation. All rights reserved.
  • 37. EMC SourceOne for Microsoft SharePoint Operational Efficiencies For Microsoft Information Governance SharePoint End-User Transparency © Copyright 2010 EMC Corporation. All rights reserved.
  • 38. Information Intelligence for SharePoint Captiva for My Documentum for SharePoint SourceOne for Microsoft SharePoint Repository Services for Microsoft SharePoint Microsoft SharePoint EMC Microsoft Consulting EMC Storage © Copyright 2010 EMC Corporation. All rights reserved.
  • 39. www.emc.com/sharepoint © Copyright 2010 EMC Corporation. All rights reserved.
  • 40. Questions? On the bottom left hand side of your screen, type your question in the white box and hit “Submit Question” Button. Presented by: Russ Edelman, In association with: Corridor Consulting
  • 41. Upcoming Webinars August 18th Records Management for Today‟s Knowledge Workers August 25th Content in Context for Process Optimization Register Today at www.aiim.org/webinars Or check out our Webinar Archive at www.aiim.org/WebinarArchive Presented by: Russ Edelman, In association with: Corridor Consulting