2. • Founding Partner, Optismo
• Co-Founder, The Information
Governance Conference
• Author, The AIIM SharePoint
Governance Toolkit
• Dad, Conor Atom Inglis
Founding Partner
Optismo
Providence, RI
United States
Contact
@nickinglis
nick.inglis@optismo.com
www.nickinglis.com
28. Foundational Information
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content
Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems
Replacements
Etc.
29. Foundational Information
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content
Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems
Replacements
Etc.
30. Foundational Information
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content
Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems
Replacements
Etc.
31. Foundational Information
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content
Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems
Replacements
Etc.
32. Foundational Information
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content
Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems
Replacements
Etc.
33. Foundational Information
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content
Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems
Replacements
Etc.
56. Develop &
Implement
Retention Policies
Across All
Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
57. Develop &
Implement
Retention Policies
Across All
Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
58. Develop &
Implement
Retention Policies
Across All
Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
59. Develop &
Implement
Retention Policies
Across All
Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
60. Develop &
Implement
Retention Policies
Across All
Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
61. Develop &
Implement
Retention Policies
Across All
Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
66. Location
• Site Collection
• Site
• Library
Content
Types
Columns /
Metadata
Fields
Content
Develop & Implement
Retention Policies
Across All Information
67. Location
• Site Collection
• Site
• Library
Content
Types
Columns /
Metadata
Fields
Content
Develop & Implement
Retention Policies
Across All Information
68. Location
• Site Collection
• Site
• Library
Content
Types
Columns /
Metadata
Fields
Content
Develop & Implement
Retention Policies
Across All Information
69. Location
• Site Collection
• Site
• Library
Content
Types
Columns /
Metadata
Fields
Content
Develop & Implement
Retention Policies
Across All Information
70. Location
• Site Collection
• Site
• Library
Content
Types
Columns /
Metadata
Fields
Content
Develop & Implement
Retention Policies
Across All Information
71. Location
• Site Collection
• Site
• Library
Content
Types
Columns /
Metadata
Fields
Content
Develop & Implement
Retention Policies
Across All Information
72. Content
Establish Content Type
Structure & Rules
Content
Type Hub
Content
Type A
Child
Content
Type A
Sub Child
Content
Type A1
EXTENDABLE
Sub Child
Content
Type A2
EXTENDABLE
Sub Child
Content
Type A3
EXTENDABLE
Sub Child
Content
Type A4
EXTENDABLE
Content
Type B
Child
Content
Type B
Content
Type C
Content
Type D
Content Cannot
Be Added
Metadata Can
Be Added
Content Can Be
Added
Metadata Can
Be Added
Site
Administrators
Can Extend This
Content Type
Existing Metadata Only
73. Content
Establish Content Type
Structure & Rules
Content
Type Hub
Content
Type A
Child
Content
Type A
Sub Child
Content
Type A1
EXTENDABLE
Sub Child
Content
Type A2
EXTENDABLE
Sub Child
Content
Type A3
EXTENDABLE
Sub Child
Content
Type A4
EXTENDABLE
Content
Type B
Child
Content
Type B
Content
Type C
Content
Type D
Content Cannot
Be Added
Metadata Can
Be Added
Content Can Be
Added
Metadata Can
Be Added
Site
Administrators
Can Extend This
Content Type
Existing Metadata Only
74. Content
Establish Content Type
Structure & Rules
Content
Type Hub
Content
Type A
Child
Content
Type A
Sub Child
Content
Type A1
EXTENDABLE
Sub Child
Content
Type A2
EXTENDABLE
Sub Child
Content
Type A3
EXTENDABLE
Sub Child
Content
Type A4
EXTENDABLE
Content
Type B
Child
Content
Type B
Content
Type C
Content
Type D
Content Cannot
Be Added
Metadata Can
Be Added
Content Can Be
Added
Metadata Can
Be Added
Site
Administrators
Can Extend This
Content Type
Existing Metadata Only
75. Content
Establish Content Type
Structure & Rules
Content
Type Hub
Content
Type A
Child
Content
Type A
Sub Child
Content
Type A1
EXTENDABLE
Sub Child
Content
Type A2
EXTENDABLE
Sub Child
Content
Type A3
EXTENDABLE
Sub Child
Content
Type A4
EXTENDABLE
Content
Type B
Child
Content
Type B
Content
Type C
Content
Type D
Content Cannot
Be Added
Metadata Can
Be Added
Content Can Be
Added
Metadata Can
Be Added
Site
Administrators
Can Extend This
Content Type
Existing Metadata Only
76. Content
Establish Content Type
Structure & Rules
Content
Type Hub
Content
Type A
Child
Content
Type A
Sub Child
Content
Type A1
EXTENDABLE
Sub Child
Content
Type A2
EXTENDABLE
Sub Child
Content
Type A3
EXTENDABLE
Sub Child
Content
Type A4
EXTENDABLE
Content
Type B
Child
Content
Type B
Content
Type C
Content
Type D
Content Cannot
Be Added
Metadata Can
Be Added
Content Can Be
Added
Metadata Can
Be Added
Site
Administrators
Can Extend This
Content Type
Existing Metadata Only
77. Content
Establish Content Type
Structure & Rules
Content
Type Hub
Content
Type A
Child
Content
Type A
Sub Child
Content
Type A1
EXTENDABLE
Sub Child
Content
Type A2
EXTENDABLE
Sub Child
Content
Type A3
EXTENDABLE
Sub Child
Content
Type A4
EXTENDABLE
Content
Type B
Child
Content
Type B
Content
Type C
Content
Type D
Content Cannot
Be Added
Metadata Can
Be Added
Content Can Be
Added
Metadata Can
Be Added
Site
Administrators
Can Extend This
Content Type
Existing Metadata Only
78. Content
Establish Content Type
Structure & Rules
Content
Type Hub
Content
Type A
Child
Content
Type A
Sub Child
Content
Type A1
EXTENDABLE
Sub Child
Content
Type A2
EXTENDABLE
Sub Child
Content
Type A3
EXTENDABLE
Sub Child
Content
Type A4
EXTENDABLE
Content
Type B
Child
Content
Type B
Content
Type C
Content
Type D
Content Cannot
Be Added
Metadata Can
Be Added
Content Can Be
Added
Metadata Can
Be Added
Site
Administrators
Can Extend This
Content Type
Existing Metadata Only
79. Content
Establish Content Type
Structure & Rules
Content
Type Hub
Content
Type A
Child
Content
Type A
Sub Child
Content
Type A1
EXTENDABLE
Sub Child
Content
Type A2
EXTENDABLE
Sub Child
Content
Type A3
EXTENDABLE
Sub Child
Content
Type A4
EXTENDABLE
Content
Type B
Child
Content
Type B
Content
Type C
Content
Type D
Content Cannot
Be Added
Metadata Can
Be Added
Content Can Be
Added
Metadata Can
Be Added
Site
Administrators
Can Extend This
Content Type
Existing Metadata Only
80. Content Types
Scope
Enterprise Site Collection Site
Columns
Term Sets
Global Local
Workflow
OOB Custom
Forms &
Document
Templates
Information
Management
Policies
Auditing Retention
Labeling Print Restrictions
Content
Establish Content Type
Structure & Rules
106. Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your
SharePoint Environment
Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management
Plan
107. Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your
SharePoint Environment
Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management
Plan
108. Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your
SharePoint Environment
Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management
Plan
109. Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your
SharePoint Environment
Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management
Plan
110. Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your
SharePoint Environment
Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management
Plan
111. Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your
SharePoint Environment
Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management
Plan
130. People / Roles
Establish Support
Channels & Roles
Tier 3: Email
Tier 2: Chat
Tier 1:
Phone
• Available for Site
Templates A, B,
C
• Available for Site
Templates A & B
• Available by
Support Tech
invitation only