SlideShare una empresa de Scribd logo

Tutorial: Best Practices for Building a Records-Management Deployment in SharePoint Server 2010 by Bill English - SPTechCon

•Descargar como PPTX, PDF•
•
SPTechCon
SPTechCon

Half-Day Tutorial: Sunday, March 3 1:45 PM - 5:00 PM

1 de 39
Building a Records Management System in SharePoint 2010
Agenda • Understand Your Business • ECM Assessment Project • What is a Record? • Records Architecture • Build RM in SharePoint • Decision Points
About the Speaker • Bill English, MVP – 11 years as a SharePoint Server MVP – Author on 14 books (whew!) – Co-Owner of Mindsharp and the Best Practices Conference – Blog: sharepoint.mindsharpblogs.com/bill – Twitter: @minnesotabill – LinkedIn: Bill English – Email: bill@mindsharp.com – Current Position: CEO of Mindsharp – Hometown: Maple Grove, MN • Latitude: 45.129793; Longitude: -93.47391
Who is Mindsharp? Training Best Practices Industry Conferences Leadership
The Only Peer-Sharing SharePoint Conference for Business Leaders & Stakeholders May 15-17, 2013 Minneapolis
What is Minnesota Known For?
Snow!
Cold!
Vikings!
Not the Packers!
Summer: 6 Best Days/Year!
Section I UNDERSTAND BUSINESS
Section II ECM ASSESSMENT
ECM Architecture Assessment
WHAT IS A RECORD?
National Institutes of Health Records management means the planning, controlling, directing, organizing, training, promoting, and other managerial activities involved with respect to records creation, maintenance, use, and disposition in order to achieve adequate and proper documentation of the policies and transactions of the Federal Government and effective and economical management of agency operations.
ARMA A record is recorded information that supports the activity of the business or organization that created it. It can take the form of: • paper documents such as a hand-written memo or a hardcopy report • electronic records such as databases or e- mail • graphic images such as drawings or maps; these may be in photographic, electronic, or hard-copy formats
International Standards Organization • ISO 15489: “information created, received, and maintained as evidence and information by an organization or person, in pursuance of legal obligations or in the transaction of business”.
BUILD YOUR RECORDS ARCHITECTURE
• Information Architecture & Design Overview Information Databases Better ROI on Information Better ROI on Microsoft Investments Use of Find it! Governance & Maintenance Tools Findability & Files MMS Hub Design Compatible Putability Tools Docs Development Content Types Development Tagging Information Design per “group” Web GAAP Global Taxonomy Ledger $£€ (Global MMS Hub) 2.0 SEC Software Information Architecture
Architecture vs. Design Architecture Design • Based on Information- • Global & Federated Type Taxonomy taxonomies • Articulation of the • Input forms and tools software platforms • Governance • Platforms tied to one or • Content Lifecycles more information types • Indexing topology and – All types articulated Search tools – No orphans • Transparent to end-user
Pragmatic Decisions • Documents a Decision • Documents a change in corporate governance • Documents a process • Documents compliance to – Process – Government law or regulation • Documents illegal or legal behavior
Pragmatic Decisions • Documents an action that relates to an investigation or review • Documents a change in policy • Documents HR enforcement action • Documents a contract or agreement • Documents thought history to a decision • Documents a corporate board action
Pragmatic Decisions • Documents a critical event • Documents risk management efforts • Who declares the record?
<Record Code> Record Creation Disposition Consumption Content Owner File Plan Security Level Repository Recoverability Tool(s) Education Policies Metadata (Descriptors) Workflow Consuming Audience Content Type
What is a Record? • Document • Email • Video • Audio • Database (i.e. key card access) • Server logs • Past, Present and/or Future
KM According to Dilbert
Putability: Key to Records Management 29
What is Putability? • Definition: – The quality of putting content in the correct location with the correct metadata – The degree to which we put quality information into our information management system • Truths: – What goes in, must come out: garbage in, garbage out – Our users will resist taking the time to put quality information into the system (tag the content) – Findability is directly impacted by our Putability practices 30
Who is responsible for tagging? • Authors: 40% • Records Managers: 29% • SME’s: 25% • Anyone: 23% • Don’t know: 12% • No one: 16% • This means that many don’t know who is responsible for tagging information to make it more findable. • Result of not having information governance • Can’t have SharePoint governance without IG 31
Putability Pushback • No time to enter metadata • Don’t want to worry about where a document is • I wasn’t hired to manage information • This is IT’s job • I don’t want to be responsible if I enter the wrong metadata • I don’t see the need, so why do it? 32
Personal vs. Business Devices • How do people manage electronic records? • How do people access records?
Roles & Responsibilities • Who • When • Where • How • What • Why
Putability is the Key to Records Management 35
SharePoint Elements 1. MMS 5. Routing web part 2. Content Types 6. In Place Records 3. Administration 7. Information Policies 4. Records Center
Demo BUILDING RECORDS MANAGEMENT IN SHAREPOINT 37
Decision Points • Define roles & responsibilities • Define business & personal platform use • Define what a record is • Define how a record is declared • Define when a record is declared • Define lifecycle once a record is declared
RM Stakeholders • Legal • Process • Managers • Users • Executives • *Everyone*

Recomendados

Dynamic Records Management in SharePoint
Dynamic Records Management in SharePointDynamic Records Management in SharePoint
Dynamic Records Management in SharePointjustinong1
 
Real world records management in share point 2013
Real world records management in share point 2013Real world records management in share point 2013
Real world records management in share point 2013C/D/H Technology Consultants
 
SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014
SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014
SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014Ryan McIntyre
 
Real world records management in SharePoint 2013
Real world records management in SharePoint 2013Real world records management in SharePoint 2013
Real world records management in SharePoint 2013C/D/H Technology Consultants
 
Using SharePoint 2013 to Manage Records
Using SharePoint 2013 to Manage RecordsUsing SharePoint 2013 to Manage Records
Using SharePoint 2013 to Manage RecordsAIIM International
 
SharePoint 2013 Records Management and eDiscovery
SharePoint 2013 Records Management and eDiscoverySharePoint 2013 Records Management and eDiscovery
SharePoint 2013 Records Management and eDiscoveryQuentin Christensen
 
RecordPoint Overview
RecordPoint OverviewRecordPoint Overview
RecordPoint OverviewIntergen
 
Information Governance in office 365 records management and retention
Information Governance in office 365 records management and retentionInformation Governance in office 365 records management and retention
Information Governance in office 365 records management and retentionJohn P. Collins | Information Governance
 

Recomendados

Dynamic Records Management in SharePoint
Dynamic Records Management in SharePointDynamic Records Management in SharePoint
Dynamic Records Management in SharePointjustinong1
 
Real world records management in share point 2013
Real world records management in share point 2013Real world records management in share point 2013
Real world records management in share point 2013C/D/H Technology Consultants
 
SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014
SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014
SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014Ryan McIntyre
 
Real world records management in SharePoint 2013
Real world records management in SharePoint 2013Real world records management in SharePoint 2013
Real world records management in SharePoint 2013C/D/H Technology Consultants
 
Using SharePoint 2013 to Manage Records
Using SharePoint 2013 to Manage RecordsUsing SharePoint 2013 to Manage Records
Using SharePoint 2013 to Manage RecordsAIIM International
 
SharePoint 2013 Records Management and eDiscovery
SharePoint 2013 Records Management and eDiscoverySharePoint 2013 Records Management and eDiscovery
SharePoint 2013 Records Management and eDiscoveryQuentin Christensen
 
RecordPoint Overview
RecordPoint OverviewRecordPoint Overview
RecordPoint OverviewIntergen
 
Information Governance in office 365 records management and retention
Information Governance in office 365 records management and retentionInformation Governance in office 365 records management and retention
Information Governance in office 365 records management and retentionJohn P. Collins | Information Governance
 
SharePoint Records Management - Office 365
SharePoint Records Management - Office 365SharePoint Records Management - Office 365
SharePoint Records Management - Office 365InnoTech
 
SharePoint records management in depth
SharePoint records management in depthSharePoint records management in depth
SharePoint records management in depthAlfred De Weerd
 
SPS Cinci 2012 - Enterprise Content Management
SPS Cinci 2012 - Enterprise Content Management SPS Cinci 2012 - Enterprise Content Management
SPS Cinci 2012 - Enterprise Content Management Patrick Tucker
 
Introduction to Records Management and Compliance in Office 365
Introduction to Records Management and Compliance in Office 365Introduction to Records Management and Compliance in Office 365
Introduction to Records Management and Compliance in Office 365Noorez Khamis
 
Information and Records Management in SharePoint - An In-depth Review
Information and Records Management in SharePoint - An In-depth ReviewInformation and Records Management in SharePoint - An In-depth Review
Information and Records Management in SharePoint - An In-depth ReviewSimon Rawson
 
Office 365 Emails & Archiving
Office 365 Emails & ArchivingOffice 365 Emails & Archiving
Office 365 Emails & ArchivingDaegis
 
SPS Philly Architecting a Content Management Solution
SPS Philly Architecting a Content Management SolutionSPS Philly Architecting a Content Management Solution
SPS Philly Architecting a Content Management SolutionPatrick Tucker
 
SharePoint and ECM – experience from the field
SharePoint and ECM – experience from the fieldSharePoint and ECM – experience from the field
SharePoint and ECM – experience from the fieldSPC Adriatics
 
Document management system (dms ) with digitization using share point2013_ sp...
Document management system (dms ) with digitization using share point2013_ sp...Document management system (dms ) with digitization using share point2013_ sp...
Document management system (dms ) with digitization using share point2013_ sp...Milind Kumthekar
 
Digital content management system
Digital content management systemDigital content management system
Digital content management systemMadhura Arvind
 
10 Things You'll Need to Succeed with Information Governance and SharePoint
10 Things You'll Need to Succeed with Information Governance and SharePoint10 Things You'll Need to Succeed with Information Governance and SharePoint
10 Things You'll Need to Succeed with Information Governance and SharePointRecordLion
 
SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...
SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...
SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...Concept Searching, Inc
 
Going Meta – How to Use Metadata in SharePoint and Office 365
Going Meta – How to Use Metadata in SharePoint and Office 365Going Meta – How to Use Metadata in SharePoint and Office 365
Going Meta – How to Use Metadata in SharePoint and Office 365Concept Searching, Inc
 
Metadata management in SharePoint
Metadata management in SharePointMetadata management in SharePoint
Metadata management in SharePointMetataxis
 
Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013Oliver Wirkus
 
How Microsoft SharePoint Gives You a Realistic Approach to Content Management
How Microsoft SharePoint Gives You a Realistic Approach to Content ManagementHow Microsoft SharePoint Gives You a Realistic Approach to Content Management
How Microsoft SharePoint Gives You a Realistic Approach to Content ManagementNicky Bleiel
 
Review of the new Managed Metadata experience in SharePoint Online
Review of the new Managed Metadata experience in SharePoint OnlineReview of the new Managed Metadata experience in SharePoint Online
Review of the new Managed Metadata experience in SharePoint OnlineDrew Madelung
 
IRMS UG Principles of Retention in Microsoft 365
IRMS UG Principles of Retention in Microsoft 365IRMS UG Principles of Retention in Microsoft 365
IRMS UG Principles of Retention in Microsoft 365Joanne Klein
 
Collaborative Document Management Solution for Office 365 - Oxygen from ISAAC
Collaborative Document Management Solution for Office 365 - Oxygen from ISAACCollaborative Document Management Solution for Office 365 - Oxygen from ISAAC
Collaborative Document Management Solution for Office 365 - Oxygen from ISAACJason Yeomans
 
What's new with Security & Compliance for SharePoint, OneDrive, and Teams
What's new with Security & Compliance for SharePoint, OneDrive, and TeamsWhat's new with Security & Compliance for SharePoint, OneDrive, and Teams
What's new with Security & Compliance for SharePoint, OneDrive, and TeamsDrew Madelung
 
Cassie findlay
Cassie findlayCassie findlay
Cassie findlayArk Group Australia Pty Ltd
 
Intergen Twilight - Corralling the Document Chaos
Intergen Twilight - Corralling the Document ChaosIntergen Twilight - Corralling the Document Chaos
Intergen Twilight - Corralling the Document ChaosIntergen
 

Más contenido relacionado

La actualidad más candente

SharePoint Records Management - Office 365
SharePoint Records Management - Office 365SharePoint Records Management - Office 365
SharePoint Records Management - Office 365InnoTech
 
SharePoint records management in depth
SharePoint records management in depthSharePoint records management in depth
SharePoint records management in depthAlfred De Weerd
 
SPS Cinci 2012 - Enterprise Content Management
SPS Cinci 2012 - Enterprise Content Management SPS Cinci 2012 - Enterprise Content Management
SPS Cinci 2012 - Enterprise Content Management Patrick Tucker
 
Introduction to Records Management and Compliance in Office 365
Introduction to Records Management and Compliance in Office 365Introduction to Records Management and Compliance in Office 365
Introduction to Records Management and Compliance in Office 365Noorez Khamis
 
Information and Records Management in SharePoint - An In-depth Review
Information and Records Management in SharePoint - An In-depth ReviewInformation and Records Management in SharePoint - An In-depth Review
Information and Records Management in SharePoint - An In-depth ReviewSimon Rawson
 
Office 365 Emails & Archiving
Office 365 Emails & ArchivingOffice 365 Emails & Archiving
Office 365 Emails & ArchivingDaegis
 
SPS Philly Architecting a Content Management Solution
SPS Philly Architecting a Content Management SolutionSPS Philly Architecting a Content Management Solution
SPS Philly Architecting a Content Management SolutionPatrick Tucker
 
SharePoint and ECM – experience from the field
SharePoint and ECM – experience from the fieldSharePoint and ECM – experience from the field
SharePoint and ECM – experience from the fieldSPC Adriatics
 
Document management system (dms ) with digitization using share point2013_ sp...
Document management system (dms ) with digitization using share point2013_ sp...Document management system (dms ) with digitization using share point2013_ sp...
Document management system (dms ) with digitization using share point2013_ sp...Milind Kumthekar
 
Digital content management system
Digital content management systemDigital content management system
Digital content management systemMadhura Arvind
 
10 Things You'll Need to Succeed with Information Governance and SharePoint
10 Things You'll Need to Succeed with Information Governance and SharePoint10 Things You'll Need to Succeed with Information Governance and SharePoint
10 Things You'll Need to Succeed with Information Governance and SharePointRecordLion
 
SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...
SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...
SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...Concept Searching, Inc
 
Going Meta – How to Use Metadata in SharePoint and Office 365
Going Meta – How to Use Metadata in SharePoint and Office 365Going Meta – How to Use Metadata in SharePoint and Office 365
Going Meta – How to Use Metadata in SharePoint and Office 365Concept Searching, Inc
 
Metadata management in SharePoint
Metadata management in SharePointMetadata management in SharePoint
Metadata management in SharePointMetataxis
 
Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013Oliver Wirkus
 
How Microsoft SharePoint Gives You a Realistic Approach to Content Management
How Microsoft SharePoint Gives You a Realistic Approach to Content ManagementHow Microsoft SharePoint Gives You a Realistic Approach to Content Management
How Microsoft SharePoint Gives You a Realistic Approach to Content ManagementNicky Bleiel
 
Review of the new Managed Metadata experience in SharePoint Online
Review of the new Managed Metadata experience in SharePoint OnlineReview of the new Managed Metadata experience in SharePoint Online
Review of the new Managed Metadata experience in SharePoint OnlineDrew Madelung
 
IRMS UG Principles of Retention in Microsoft 365
IRMS UG Principles of Retention in Microsoft 365IRMS UG Principles of Retention in Microsoft 365
IRMS UG Principles of Retention in Microsoft 365Joanne Klein
 
Collaborative Document Management Solution for Office 365 - Oxygen from ISAAC
Collaborative Document Management Solution for Office 365 - Oxygen from ISAACCollaborative Document Management Solution for Office 365 - Oxygen from ISAAC
Collaborative Document Management Solution for Office 365 - Oxygen from ISAACJason Yeomans
 
What's new with Security & Compliance for SharePoint, OneDrive, and Teams
What's new with Security & Compliance for SharePoint, OneDrive, and TeamsWhat's new with Security & Compliance for SharePoint, OneDrive, and Teams
What's new with Security & Compliance for SharePoint, OneDrive, and TeamsDrew Madelung
 

La actualidad más candente (20)

SharePoint Records Management - Office 365
SharePoint Records Management - Office 365SharePoint Records Management - Office 365
SharePoint Records Management - Office 365
 
SharePoint records management in depth
SharePoint records management in depthSharePoint records management in depth
SharePoint records management in depth
 
SPS Cinci 2012 - Enterprise Content Management
SPS Cinci 2012 - Enterprise Content Management SPS Cinci 2012 - Enterprise Content Management
SPS Cinci 2012 - Enterprise Content Management
 
Introduction to Records Management and Compliance in Office 365
Introduction to Records Management and Compliance in Office 365Introduction to Records Management and Compliance in Office 365
Introduction to Records Management and Compliance in Office 365
 
Information and Records Management in SharePoint - An In-depth Review
Information and Records Management in SharePoint - An In-depth ReviewInformation and Records Management in SharePoint - An In-depth Review
Information and Records Management in SharePoint - An In-depth Review
 
Office 365 Emails & Archiving
Office 365 Emails & ArchivingOffice 365 Emails & Archiving
Office 365 Emails & Archiving
 
SPS Philly Architecting a Content Management Solution
SPS Philly Architecting a Content Management SolutionSPS Philly Architecting a Content Management Solution
SPS Philly Architecting a Content Management Solution
 
SharePoint and ECM – experience from the field
SharePoint and ECM – experience from the fieldSharePoint and ECM – experience from the field
SharePoint and ECM – experience from the field
 
Document management system (dms ) with digitization using share point2013_ sp...
Document management system (dms ) with digitization using share point2013_ sp...Document management system (dms ) with digitization using share point2013_ sp...
Document management system (dms ) with digitization using share point2013_ sp...
 
Digital content management system
Digital content management systemDigital content management system
Digital content management system
 
10 Things You'll Need to Succeed with Information Governance and SharePoint
10 Things You'll Need to Succeed with Information Governance and SharePoint10 Things You'll Need to Succeed with Information Governance and SharePoint
10 Things You'll Need to Succeed with Information Governance and SharePoint
 
SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...
SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...
SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...
 
Going Meta – How to Use Metadata in SharePoint and Office 365
Going Meta – How to Use Metadata in SharePoint and Office 365Going Meta – How to Use Metadata in SharePoint and Office 365
Going Meta – How to Use Metadata in SharePoint and Office 365
 
Metadata management in SharePoint
Metadata management in SharePointMetadata management in SharePoint
Metadata management in SharePoint
 
Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013
 
How Microsoft SharePoint Gives You a Realistic Approach to Content Management
How Microsoft SharePoint Gives You a Realistic Approach to Content ManagementHow Microsoft SharePoint Gives You a Realistic Approach to Content Management
How Microsoft SharePoint Gives You a Realistic Approach to Content Management
 
Review of the new Managed Metadata experience in SharePoint Online
Review of the new Managed Metadata experience in SharePoint OnlineReview of the new Managed Metadata experience in SharePoint Online
Review of the new Managed Metadata experience in SharePoint Online
 
IRMS UG Principles of Retention in Microsoft 365
IRMS UG Principles of Retention in Microsoft 365IRMS UG Principles of Retention in Microsoft 365
IRMS UG Principles of Retention in Microsoft 365
 
Collaborative Document Management Solution for Office 365 - Oxygen from ISAAC
Collaborative Document Management Solution for Office 365 - Oxygen from ISAACCollaborative Document Management Solution for Office 365 - Oxygen from ISAAC
Collaborative Document Management Solution for Office 365 - Oxygen from ISAAC
 
What's new with Security & Compliance for SharePoint, OneDrive, and Teams
What's new with Security & Compliance for SharePoint, OneDrive, and TeamsWhat's new with Security & Compliance for SharePoint, OneDrive, and Teams
What's new with Security & Compliance for SharePoint, OneDrive, and Teams
 

Similar a Tutorial: Best Practices for Building a Records-Management Deployment in SharePoint Server 2010 by Bill English - SPTechCon

Intergen Twilight - Corralling the Document Chaos
Intergen Twilight - Corralling the Document ChaosIntergen Twilight - Corralling the Document Chaos
Intergen Twilight - Corralling the Document ChaosIntergen
 
InfoDNA Everteam houston breakfast 06.29.17
InfoDNA Everteam houston breakfast 06.29.17InfoDNA Everteam houston breakfast 06.29.17
InfoDNA Everteam houston breakfast 06.29.17Everteam
 
How to Manage Managing Your Enterprise Content
How to Manage Managing Your Enterprise ContentHow to Manage Managing Your Enterprise Content
How to Manage Managing Your Enterprise ContentPatrick Tucker
 
What Are you Waiting For? Remediate your File Shares and Govern your Informat...
What Are you Waiting For? Remediate your File Shares and Govern your Informat...What Are you Waiting For? Remediate your File Shares and Govern your Informat...
What Are you Waiting For? Remediate your File Shares and Govern your Informat...Everteam
 
The art of information architecture in Office 365
The art of information architecture in Office 365The art of information architecture in Office 365
The art of information architecture in Office 365Simon Rawson
 
WebCenter Content & Portal Methodology Deep Dive with Case Studies
WebCenter Content & Portal Methodology Deep Dive with Case StudiesWebCenter Content & Portal Methodology Deep Dive with Case Studies
WebCenter Content & Portal Methodology Deep Dive with Case StudiesBrian Huff
 
Going Meta in SharePoint – Tricks of the Trade
Going Meta in SharePoint – Tricks of the TradeGoing Meta in SharePoint – Tricks of the Trade
Going Meta in SharePoint – Tricks of the TradeConcept Searching, Inc
 
Wt dnt digitisation_open_day_v9
Wt dnt digitisation_open_day_v9Wt dnt digitisation_open_day_v9
Wt dnt digitisation_open_day_v9Wellcome Library
 
PRESENTATION: Tips and Tricks for Government Agencies to Push the Limits of P...
PRESENTATION: Tips and Tricks for Government Agencies to Push the Limits of P...PRESENTATION: Tips and Tricks for Government Agencies to Push the Limits of P...
PRESENTATION: Tips and Tricks for Government Agencies to Push the Limits of P...Adlib - The PDF Experts
 
Taming the West: ECM and RM in SharePoint 2010
Taming the West: ECM and RM in SharePoint 2010Taming the West: ECM and RM in SharePoint 2010
Taming the West: ECM and RM in SharePoint 2010InnoTech
 
CNI Fall 2011 Meeting Presentation Margaret Hedstrom & Robert McDonald (Dec. ...
CNI Fall 2011 Meeting Presentation Margaret Hedstrom & Robert McDonald (Dec. ...CNI Fall 2011 Meeting Presentation Margaret Hedstrom & Robert McDonald (Dec. ...
CNI Fall 2011 Meeting Presentation Margaret Hedstrom & Robert McDonald (Dec. ...SEAD
 
Workshop - Ways of Working Within the M365 Workspace.pptx
Workshop - Ways of Working Within the M365 Workspace.pptxWorkshop - Ways of Working Within the M365 Workspace.pptx
Workshop - Ways of Working Within the M365 Workspace.pptxSimon Rawson
 
Enforcing SharePoint Governance_Tony Coppa_Detroit Roadshow
Enforcing SharePoint Governance_Tony Coppa_Detroit RoadshowEnforcing SharePoint Governance_Tony Coppa_Detroit Roadshow
Enforcing SharePoint Governance_Tony Coppa_Detroit RoadshowMary Leigh Mackie
 
Metadata and Taxonomies for More Flexible Information Architecture
Metadata and Taxonomies for More Flexible Information Architecture Metadata and Taxonomies for More Flexible Information Architecture
Metadata and Taxonomies for More Flexible Information Architecture jrhowe
 
Getting to Know Enterprise Content Management (ECM) and How It Can Help You
Getting to Know Enterprise Content Management (ECM) and How It Can Help YouGetting to Know Enterprise Content Management (ECM) and How It Can Help You
Getting to Know Enterprise Content Management (ECM) and How It Can Help YouInnoTech
 
SharePoint 2013 ECM & Methodology
SharePoint 2013 ECM & Methodology SharePoint 2013 ECM & Methodology
SharePoint 2013 ECM & Methodology Sonny Thai
 
Data-Ed Slides: Data Architecture Strategies - Constructing Your Data Garden
Data-Ed Slides: Data Architecture Strategies - Constructing Your Data GardenData-Ed Slides: Data Architecture Strategies - Constructing Your Data Garden
Data-Ed Slides: Data Architecture Strategies - Constructing Your Data GardenDATAVERSITY
 
Reduce Cost, Time, and Risk – eDiscovery and Records Management in SharePoint
Reduce Cost, Time, and Risk – eDiscovery and Records Management in SharePointReduce Cost, Time, and Risk – eDiscovery and Records Management in SharePoint
Reduce Cost, Time, and Risk – eDiscovery and Records Management in SharePointConcept Searching, Inc
 
Why Metadata Matters in SharePoint Search and Information Governance Webinar
Why Metadata Matters in SharePoint Search and Information Governance WebinarWhy Metadata Matters in SharePoint Search and Information Governance Webinar
Why Metadata Matters in SharePoint Search and Information Governance WebinarConcept Searching, Inc
 

Similar a Tutorial: Best Practices for Building a Records-Management Deployment in SharePoint Server 2010 by Bill English - SPTechCon (20)

Cassie findlay
Cassie findlayCassie findlay
Cassie findlay
 
Intergen Twilight - Corralling the Document Chaos
Intergen Twilight - Corralling the Document ChaosIntergen Twilight - Corralling the Document Chaos
Intergen Twilight - Corralling the Document Chaos
 
InfoDNA Everteam houston breakfast 06.29.17
InfoDNA Everteam houston breakfast 06.29.17InfoDNA Everteam houston breakfast 06.29.17
InfoDNA Everteam houston breakfast 06.29.17
 
How to Manage Managing Your Enterprise Content
How to Manage Managing Your Enterprise ContentHow to Manage Managing Your Enterprise Content
How to Manage Managing Your Enterprise Content
 
What Are you Waiting For? Remediate your File Shares and Govern your Informat...
What Are you Waiting For? Remediate your File Shares and Govern your Informat...What Are you Waiting For? Remediate your File Shares and Govern your Informat...
What Are you Waiting For? Remediate your File Shares and Govern your Informat...
 
The art of information architecture in Office 365
The art of information architecture in Office 365The art of information architecture in Office 365
The art of information architecture in Office 365
 
WebCenter Content & Portal Methodology Deep Dive with Case Studies
WebCenter Content & Portal Methodology Deep Dive with Case StudiesWebCenter Content & Portal Methodology Deep Dive with Case Studies
WebCenter Content & Portal Methodology Deep Dive with Case Studies
 
Going Meta in SharePoint – Tricks of the Trade
Going Meta in SharePoint – Tricks of the TradeGoing Meta in SharePoint – Tricks of the Trade
Going Meta in SharePoint – Tricks of the Trade
 
Wt dnt digitisation_open_day_v9
Wt dnt digitisation_open_day_v9Wt dnt digitisation_open_day_v9
Wt dnt digitisation_open_day_v9
 
PRESENTATION: Tips and Tricks for Government Agencies to Push the Limits of P...
PRESENTATION: Tips and Tricks for Government Agencies to Push the Limits of P...PRESENTATION: Tips and Tricks for Government Agencies to Push the Limits of P...
PRESENTATION: Tips and Tricks for Government Agencies to Push the Limits of P...
 
Taming the West: ECM and RM in SharePoint 2010
Taming the West: ECM and RM in SharePoint 2010Taming the West: ECM and RM in SharePoint 2010
Taming the West: ECM and RM in SharePoint 2010
 
CNI Fall 2011 Meeting Presentation Margaret Hedstrom & Robert McDonald (Dec. ...
CNI Fall 2011 Meeting Presentation Margaret Hedstrom & Robert McDonald (Dec. ...CNI Fall 2011 Meeting Presentation Margaret Hedstrom & Robert McDonald (Dec. ...
CNI Fall 2011 Meeting Presentation Margaret Hedstrom & Robert McDonald (Dec. ...
 
Workshop - Ways of Working Within the M365 Workspace.pptx
Workshop - Ways of Working Within the M365 Workspace.pptxWorkshop - Ways of Working Within the M365 Workspace.pptx
Workshop - Ways of Working Within the M365 Workspace.pptx
 
Enforcing SharePoint Governance_Tony Coppa_Detroit Roadshow
Enforcing SharePoint Governance_Tony Coppa_Detroit RoadshowEnforcing SharePoint Governance_Tony Coppa_Detroit Roadshow
Enforcing SharePoint Governance_Tony Coppa_Detroit Roadshow
 
Metadata and Taxonomies for More Flexible Information Architecture
Metadata and Taxonomies for More Flexible Information Architecture Metadata and Taxonomies for More Flexible Information Architecture
Metadata and Taxonomies for More Flexible Information Architecture
 
Getting to Know Enterprise Content Management (ECM) and How It Can Help You
Getting to Know Enterprise Content Management (ECM) and How It Can Help YouGetting to Know Enterprise Content Management (ECM) and How It Can Help You
Getting to Know Enterprise Content Management (ECM) and How It Can Help You
 
SharePoint 2013 ECM & Methodology
SharePoint 2013 ECM & Methodology SharePoint 2013 ECM & Methodology
SharePoint 2013 ECM & Methodology
 
Data-Ed Slides: Data Architecture Strategies - Constructing Your Data Garden
Data-Ed Slides: Data Architecture Strategies - Constructing Your Data GardenData-Ed Slides: Data Architecture Strategies - Constructing Your Data Garden
Data-Ed Slides: Data Architecture Strategies - Constructing Your Data Garden
 
Reduce Cost, Time, and Risk – eDiscovery and Records Management in SharePoint
Reduce Cost, Time, and Risk – eDiscovery and Records Management in SharePointReduce Cost, Time, and Risk – eDiscovery and Records Management in SharePoint
Reduce Cost, Time, and Risk – eDiscovery and Records Management in SharePoint
 
Why Metadata Matters in SharePoint Search and Information Governance Webinar
Why Metadata Matters in SharePoint Search and Information Governance WebinarWhy Metadata Matters in SharePoint Search and Information Governance Webinar
Why Metadata Matters in SharePoint Search and Information Governance Webinar
 

Más de SPTechCon

Deep Dive into the Content Query Web Part by Christina Wheeler - SPTechCon
Deep Dive into the Content Query Web Part by Christina Wheeler - SPTechConDeep Dive into the Content Query Web Part by Christina Wheeler - SPTechCon
Deep Dive into the Content Query Web Part by Christina Wheeler - SPTechConSPTechCon
 
NOW I Get It... What SharePoint Is, and Why My Business Needs It by Mark Rack...
NOW I Get It... What SharePoint Is, and Why My Business Needs It by Mark Rack...NOW I Get It... What SharePoint Is, and Why My Business Needs It by Mark Rack...
NOW I Get It... What SharePoint Is, and Why My Business Needs It by Mark Rack...SPTechCon
 
“Managing Up” in Difficult Situations by Bill English - SPTechCon
“Managing Up” in Difficult Situations by Bill English - SPTechCon“Managing Up” in Difficult Situations by Bill English - SPTechCon
“Managing Up” in Difficult Situations by Bill English - SPTechConSPTechCon
 
Part I: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTec...
Part I: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTec...Part I: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTec...
Part I: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTec...SPTechCon
 
Part II: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTe...
Part II: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTe...Part II: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTe...
Part II: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTe...SPTechCon
 
Microsoft Keynote by Richard Riley - SPTechCon
Microsoft Keynote by Richard Riley - SPTechConMicrosoft Keynote by Richard Riley - SPTechCon
Microsoft Keynote by Richard Riley - SPTechConSPTechCon
 
Ten Best SharePoint Features You’ve Never Used by Christian Buckley - SPTechCon
Ten Best SharePoint Features You’ve Never Used by Christian Buckley - SPTechConTen Best SharePoint Features You’ve Never Used by Christian Buckley - SPTechCon
Ten Best SharePoint Features You’ve Never Used by Christian Buckley - SPTechConSPTechCon
 
Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do ...
Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do ...Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do ...
Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do ...SPTechCon
 
Law & Order: Content Governance Strategies by Chrisitan Buckley - SPTechCon
Law & Order: Content Governance Strategies by Chrisitan Buckley - SPTechConLaw & Order: Content Governance Strategies by Chrisitan Buckley - SPTechCon
Law & Order: Content Governance Strategies by Chrisitan Buckley - SPTechConSPTechCon
 
What IS SharePoint Development? by Mark Rackley - SPTechCon
What IS SharePoint Development? by Mark Rackley - SPTechCon What IS SharePoint Development? by Mark Rackley - SPTechCon
What IS SharePoint Development? by Mark Rackley - SPTechConSPTechCon
 
The SharePoint and jQuery Guide by Mark Rackley - SPTechCon
The SharePoint and jQuery Guide by Mark Rackley - SPTechConThe SharePoint and jQuery Guide by Mark Rackley - SPTechCon
The SharePoint and jQuery Guide by Mark Rackley - SPTechConSPTechCon
 
Understanding and Implementing Governance for SharePoint 2010 by Bill English...
Understanding and Implementing Governance for SharePoint 2010 by Bill English...Understanding and Implementing Governance for SharePoint 2010 by Bill English...
Understanding and Implementing Governance for SharePoint 2010 by Bill English...SPTechCon
 
Integrate External Data with the Business Connectivity Services by Tom Resing...
Integrate External Data with the Business Connectivity Services by Tom Resing...Integrate External Data with the Business Connectivity Services by Tom Resing...
Integrate External Data with the Business Connectivity Services by Tom Resing...SPTechCon
 
Converting an E-mail Culture into a SharePoint Culture by Robert Bogue - SPTe...
Converting an E-mail Culture into a SharePoint Culture by Robert Bogue - SPTe...Converting an E-mail Culture into a SharePoint Culture by Robert Bogue - SPTe...
Converting an E-mail Culture into a SharePoint Culture by Robert Bogue - SPTe...SPTechCon
 
Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason...
Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason...Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason...
Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason...SPTechCon
 
Creating Simple Dashboards Using Out-of-the-Box Web Parts by Jennifer Mason- ...
Creating Simple Dashboards Using Out-of-the-Box Web Parts by Jennifer Mason- ...Creating Simple Dashboards Using Out-of-the-Box Web Parts by Jennifer Mason- ...
Creating Simple Dashboards Using Out-of-the-Box Web Parts by Jennifer Mason- ...SPTechCon
 
Sponsored Session: Better Document Management Using SharePoint by Roland Simo...
Sponsored Session: Better Document Management Using SharePoint by Roland Simo...Sponsored Session: Better Document Management Using SharePoint by Roland Simo...
Sponsored Session: Better Document Management Using SharePoint by Roland Simo...SPTechCon
 
Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint ...
Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint ...Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint ...
Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint ...SPTechCon
 
Creating a Great User Experience in SharePoint by Marc Anderson - SPTechCon
Creating a Great User Experience in SharePoint by Marc Anderson - SPTechConCreating a Great User Experience in SharePoint by Marc Anderson - SPTechCon
Creating a Great User Experience in SharePoint by Marc Anderson - SPTechConSPTechCon
 
Sponsored Session: Driving the business case and user adoption for SharePoint...
Sponsored Session: Driving the business case and user adoption for SharePoint...Sponsored Session: Driving the business case and user adoption for SharePoint...
Sponsored Session: Driving the business case and user adoption for SharePoint...SPTechCon
 

Más de SPTechCon (20)

Deep Dive into the Content Query Web Part by Christina Wheeler - SPTechCon
Deep Dive into the Content Query Web Part by Christina Wheeler - SPTechConDeep Dive into the Content Query Web Part by Christina Wheeler - SPTechCon
Deep Dive into the Content Query Web Part by Christina Wheeler - SPTechCon
 
NOW I Get It... What SharePoint Is, and Why My Business Needs It by Mark Rack...
NOW I Get It... What SharePoint Is, and Why My Business Needs It by Mark Rack...NOW I Get It... What SharePoint Is, and Why My Business Needs It by Mark Rack...
NOW I Get It... What SharePoint Is, and Why My Business Needs It by Mark Rack...
 
“Managing Up” in Difficult Situations by Bill English - SPTechCon
“Managing Up” in Difficult Situations by Bill English - SPTechCon“Managing Up” in Difficult Situations by Bill English - SPTechCon
“Managing Up” in Difficult Situations by Bill English - SPTechCon
 
Part I: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTec...
Part I: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTec...Part I: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTec...
Part I: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTec...
 
Part II: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTe...
Part II: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTe...Part II: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTe...
Part II: SharePoint 2013 Administration by Todd Klindt and Shane Young - SPTe...
 
Microsoft Keynote by Richard Riley - SPTechCon
Microsoft Keynote by Richard Riley - SPTechConMicrosoft Keynote by Richard Riley - SPTechCon
Microsoft Keynote by Richard Riley - SPTechCon
 
Ten Best SharePoint Features You’ve Never Used by Christian Buckley - SPTechCon
Ten Best SharePoint Features You’ve Never Used by Christian Buckley - SPTechConTen Best SharePoint Features You’ve Never Used by Christian Buckley - SPTechCon
Ten Best SharePoint Features You’ve Never Used by Christian Buckley - SPTechCon
 
Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do ...
Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do ...Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do ...
Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do ...
 
Law & Order: Content Governance Strategies by Chrisitan Buckley - SPTechCon
Law & Order: Content Governance Strategies by Chrisitan Buckley - SPTechConLaw & Order: Content Governance Strategies by Chrisitan Buckley - SPTechCon
Law & Order: Content Governance Strategies by Chrisitan Buckley - SPTechCon
 
What IS SharePoint Development? by Mark Rackley - SPTechCon
What IS SharePoint Development? by Mark Rackley - SPTechCon What IS SharePoint Development? by Mark Rackley - SPTechCon
What IS SharePoint Development? by Mark Rackley - SPTechCon
 
The SharePoint and jQuery Guide by Mark Rackley - SPTechCon
The SharePoint and jQuery Guide by Mark Rackley - SPTechConThe SharePoint and jQuery Guide by Mark Rackley - SPTechCon
The SharePoint and jQuery Guide by Mark Rackley - SPTechCon
 
Understanding and Implementing Governance for SharePoint 2010 by Bill English...
Understanding and Implementing Governance for SharePoint 2010 by Bill English...Understanding and Implementing Governance for SharePoint 2010 by Bill English...
Understanding and Implementing Governance for SharePoint 2010 by Bill English...
 
Integrate External Data with the Business Connectivity Services by Tom Resing...
Integrate External Data with the Business Connectivity Services by Tom Resing...Integrate External Data with the Business Connectivity Services by Tom Resing...
Integrate External Data with the Business Connectivity Services by Tom Resing...
 
Converting an E-mail Culture into a SharePoint Culture by Robert Bogue - SPTe...
Converting an E-mail Culture into a SharePoint Culture by Robert Bogue - SPTe...Converting an E-mail Culture into a SharePoint Culture by Robert Bogue - SPTe...
Converting an E-mail Culture into a SharePoint Culture by Robert Bogue - SPTe...
 
Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason...
Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason...Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason...
Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason...
 
Creating Simple Dashboards Using Out-of-the-Box Web Parts by Jennifer Mason- ...
Creating Simple Dashboards Using Out-of-the-Box Web Parts by Jennifer Mason- ...Creating Simple Dashboards Using Out-of-the-Box Web Parts by Jennifer Mason- ...
Creating Simple Dashboards Using Out-of-the-Box Web Parts by Jennifer Mason- ...
 
Sponsored Session: Better Document Management Using SharePoint by Roland Simo...
Sponsored Session: Better Document Management Using SharePoint by Roland Simo...Sponsored Session: Better Document Management Using SharePoint by Roland Simo...
Sponsored Session: Better Document Management Using SharePoint by Roland Simo...
 
Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint ...
Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint ...Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint ...
Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint ...
 
Creating a Great User Experience in SharePoint by Marc Anderson - SPTechCon
Creating a Great User Experience in SharePoint by Marc Anderson - SPTechConCreating a Great User Experience in SharePoint by Marc Anderson - SPTechCon
Creating a Great User Experience in SharePoint by Marc Anderson - SPTechCon
 
Sponsored Session: Driving the business case and user adoption for SharePoint...
Sponsored Session: Driving the business case and user adoption for SharePoint...Sponsored Session: Driving the business case and user adoption for SharePoint...
Sponsored Session: Driving the business case and user adoption for SharePoint...
 

Tutorial: Best Practices for Building a Records-Management Deployment in SharePoint Server 2010 by Bill English - SPTechCon

  • 1. Building a Records Management System in SharePoint 2010
  • 2. Agenda • Understand Your Business • ECM Assessment Project • What is a Record? • Records Architecture • Build RM in SharePoint • Decision Points
  • 3. About the Speaker • Bill English, MVP – 11 years as a SharePoint Server MVP – Author on 14 books (whew!) – Co-Owner of Mindsharp and the Best Practices Conference – Blog: sharepoint.mindsharpblogs.com/bill – Twitter: @minnesotabill – LinkedIn: Bill English – Email: bill@mindsharp.com – Current Position: CEO of Mindsharp – Hometown: Maple Grove, MN • Latitude: 45.129793; Longitude: -93.47391
  • 4. Who is Mindsharp? Training Best Practices Industry Conferences Leadership
  • 5. The Only Peer-Sharing SharePoint Conference for Business Leaders & Stakeholders May 15-17, 2013 Minneapolis
  • 6. What is Minnesota Known For?
  • 11. Summer: 6 Best Days/Year!
  • 13.
  • 16. WHAT IS A RECORD?
  • 17. National Institutes of Health Records management means the planning, controlling, directing, organizing, training, promoting, and other managerial activities involved with respect to records creation, maintenance, use, and disposition in order to achieve adequate and proper documentation of the policies and transactions of the Federal Government and effective and economical management of agency operations.
  • 18. ARMA A record is recorded information that supports the activity of the business or organization that created it. It can take the form of: • paper documents such as a hand-written memo or a hardcopy report • electronic records such as databases or e- mail • graphic images such as drawings or maps; these may be in photographic, electronic, or hard-copy formats
  • 19. International Standards Organization • ISO 15489: “information created, received, and maintained as evidence and information by an organization or person, in pursuance of legal obligations or in the transaction of business”.
  • 21. • Information Architecture & Design Overview Information Databases Better ROI on Information Better ROI on Microsoft Investments Use of Find it! Governance & Maintenance Tools Findability & Files MMS Hub Design Compatible Putability Tools Docs Development Content Types Development Tagging Information Design per “group” Web GAAP Global Taxonomy Ledger $£€ (Global MMS Hub) 2.0 SEC Software Information Architecture
  • 22. Architecture vs. Design Architecture Design • Based on Information- • Global & Federated Type Taxonomy taxonomies • Articulation of the • Input forms and tools software platforms • Governance • Platforms tied to one or • Content Lifecycles more information types • Indexing topology and – All types articulated Search tools – No orphans • Transparent to end-user
  • 23. Pragmatic Decisions • Documents a Decision • Documents a change in corporate governance • Documents a process • Documents compliance to – Process – Government law or regulation • Documents illegal or legal behavior
  • 24. Pragmatic Decisions • Documents an action that relates to an investigation or review • Documents a change in policy • Documents HR enforcement action • Documents a contract or agreement • Documents thought history to a decision • Documents a corporate board action
  • 25. Pragmatic Decisions • Documents a critical event • Documents risk management efforts • Who declares the record?
  • 26. <Record Code> Record Creation Disposition Consumption Content Owner File Plan Security Level Repository Recoverability Tool(s) Education Policies Metadata (Descriptors) Workflow Consuming Audience Content Type
  • 27. What is a Record? • Document • Email • Video • Audio • Database (i.e. key card access) • Server logs • Past, Present and/or Future
  • 28. KM According to Dilbert
  • 29. Putability: Key to Records Management 29
  • 30. What is Putability? • Definition: – The quality of putting content in the correct location with the correct metadata – The degree to which we put quality information into our information management system • Truths: – What goes in, must come out: garbage in, garbage out – Our users will resist taking the time to put quality information into the system (tag the content) – Findability is directly impacted by our Putability practices 30
  • 31. Who is responsible for tagging? • Authors: 40% • Records Managers: 29% • SME’s: 25% • Anyone: 23% • Don’t know: 12% • No one: 16% • This means that many don’t know who is responsible for tagging information to make it more findable. • Result of not having information governance • Can’t have SharePoint governance without IG 31
  • 32. Putability Pushback • No time to enter metadata • Don’t want to worry about where a document is • I wasn’t hired to manage information • This is IT’s job • I don’t want to be responsible if I enter the wrong metadata • I don’t see the need, so why do it? 32
  • 33. Personal vs. Business Devices • How do people manage electronic records? • How do people access records?
  • 34. Roles & Responsibilities • Who • When • Where • How • What • Why
  • 35. Putability is the Key to Records Management 35
  • 36. SharePoint Elements 1. MMS 5. Routing web part 2. Content Types 6. In Place Records 3. Administration 7. Information Policies 4. Records Center
  • 38. Decision Points • Define roles & responsibilities • Define business & personal platform use • Define what a record is • Define how a record is declared • Define when a record is declared • Define lifecycle once a record is declared
  • 39. RM Stakeholders • Legal • Process • Managers • Users • Executives • *Everyone*