Day1 1130 1220-fuji1_overview of enterprise content management in share_point 2010_nikos_anagnostou

3. Competitive Advantage
Improve Effectiveness
! Reduce Risks
$

5. the user !

6. Denial

7. Denial
Anger

8. Depression

9. Acceptance
Depression

11. File
No Metadata
shares
No Retention Management
No Workflow
No Context

12. Site Collection
SharePoint
• Team members
• Announcements
• Events
• Tasks
• Discussions
• Project Issues
• Digital Assets
• Surveys
• Wikis
• Blogs

13. ECM Content Type
• Content Types
• Metadata
• Templates
• PPT WORD EXCEL
Workflow
• Retention
• Content Organizer Yes Metadata
• File Plan
• Records Yes Retention
• In-place records Yes Workflow
Yes Templates

14. Microsoft’s vision for enterprise content management
$
Align work processes Make the tools support Decrease costs by
with business priorities the business managing the right content

15. Align work processes with business priorities SharePoint locations by
current, recent, or saved
Save to SharePoint
Access your
enterprise content
with SharePoint
Workspace Mobile
Download a copy
for offline access
and editing, upload
changes when
you’re back online
Interact with
workflows
Transparent processes Productivity and information value Participation from everyone
Automate key business processes and enable Promote intuitive tools available in Microsoft Office that Make it easier for people to find, share, and use
the quick and consistent application of policies enable people to access SharePoint functionality from information
and taxonomies applications that are familiar

16. Align work processes with business priorities
Tag and share notes
Unique document
IDs
Metadata
driven
navigation
Transparent processes Productivity and information value Participation from everyone
Automate key business processes and enable Promote intuitive tools available in Microsoft Office that Make it easier for people to find, share, and use
the quick and consistent application of policies enable people to access SharePoint functionality from information
and taxonomies applications that are familiar

17. Align work processes with business priorities
Submissions matched
to a content type
Property based
conditions route content
Content is routed to
the specified location
Transparent processes Productivity and information value Participation from everyone
Automate key business processes and enable Promote intuitive tools available in Microsoft Office that Make it easier for people to find, share, and use
the quick and consistent application of policies enable people to access SharePoint functionality from information
and taxonomies applications that are familiar

18. Make the tools support the business
Declare
records in
place
Content and properties
are locked to prevent
editing and deletion
Records management Content consistency Compliance with detailed auditing
Manage and archive records in-place, archive Apply the same ECM functionality to traditional Compliance and auditing at the file level
them to a central repository, or combine the content, Web pages, and social content and across repositories
two approaches

19. Make the tools support the business
Traditional records
archive
Supports hierarchical
file plans
Records management Content consistency Compliance with detailed auditing
Manage records in-place, archive them to a Apply the same ECM functionality to traditional Compliance and auditing at the file level
central repository, or combine the two content, Web pages, and social content and across repositories
approaches

20. Make the tools support the business
Retention schedule details
and source of definition
Current hold and record status
Per item audit reports
Records management Content consistency Compliance with detailed auditing
Manage records in-place, archive them to a Apply the same ECM functionality to traditional Compliance and auditing at the file level
central repository, or combine the two content, Web pages, and social content and across repositories
approaches

21. Decrease costs by managing the right content effectively
Content type or location
based policies
Multi-stage retention
schedules
Available for records
and non records
Retention policies Risk and compliance IT effectiveness
Use multi-stage policies to drive retention schedules Reduce risk by managing content quickly and Manage metadata, content types, and
and to control when content should be archived or confidently policies from a centralized location
expired

22. Decrease costs by managing the right content effectively
All content treated equally
during discovery
Hold content in place or
export to another location
Retention policies Risk and compliance IT effectiveness
Use multi-stage policies to drive retention schedules Reduce risk by managing content quickly and Manage metadata, content types, and
and to control when content should be archived or confidently policies from a centralized location
expired

23. Decrease costs by managing the right content effectively
Centralized taxonomy
term store
Import existing
taxonomy
Flexible management
options
Retention policies Risk and compliance IT effectiveness
Use multi-stage policies to drive retention schedules Reduce risk by managing content quickly and Manage metadata, content types, and
and to control when content should be archived or confidently policies from a centralized location
expired

30. Transactional
Business Process Scanning and Archiving and
Physical RM Content
Management Capture Library Services
Management
PARTNER SOLUTIONS EXTEND SHAREPOINT
Document Records Rich Media </>
Web Content Human Centric
Management Management Management Management Workflow

33. Think you’re a hero?

34. Bring people with you

35. Don’t forget the cloud

37. Session Date &
Title
Time
Document Management – Planning for Success 7.12.2011 16:10
SharePoint Workflow Best Practices 6.12.2011 13:30
Automating Business Processes with SharePoint 2010 Using SharePoint Designer,
6.12.2011 14:30
InfoPath and Workflow
Nintex Workflow Solutions: From One Blank Screen to One Complete Solution in
6.12.2011 15:50
One Hour
Overview - Enterprise Search in SharePoint 2010 and FAST Search Server 2010 for
6.12.2011 15:50
SharePoint
Capacity Management for SharePoint 2010 7.12.2011 10:30

38. ECM Resource Center on TechNet
Metadata and Taxonomy Resource Center on TechNet
Records Management Resource Center on TechNet
ECM Team Blog