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KnowledgeLake User Conference 2012Welcome to SharePoint ECM Heaven
SharePointECM Trends and Best Practices
Joe Shepley, PhD – Doculabs
SharePoint and ECMAn exciting time to be a practitioner
Business value is king
Solutions not platforms
Information lifecycle
management
The death of the shared drive
Business value is kingNothing else matters (or gets funded these days)
Forget aboutCost and risk avoidanceGeneral efficiencies – save everyone X hoursMaking IT’s life easier
Focus onAddressing specific business problemsDriving direct impact to revenue or costs
No one wants a drill, they want a hole in the wall
The days of the multi-million dollar spend on ECM platforms are overDelivering targeted, business-relevant solutions is the future of ECM
Solutions not platforms
Information lifecycle managementMore than just records management or ECM
Source: EDRM Information Governance Reference Model (http://www.edrm.net/projects/igrm)
The death of the shared driveThe writing’s on the wall
Every large organization struggles with the cost and risks of using shared drives as primary document management system2013 is the year they’ll begin doing something about it
The death of the shared driveTraditional ECM is too complicated to succeed consistently
Business process management
Email management
Scanning and image management
Records management
Taxonomy/metadata management
Document workflow
Document collaboration
Basic repository services
FUN
CTIO
NAL
ITY
IMPLEMENTATION RISK
TRADITIONAL ECMHyland OnBase, EMC Documentum, IBM P8,
OpenTextSHAREPOINT
Case studyReal organizations using SharePoint for effective ECM
Fortune 1000 financial services firm
Global footprint, ~2K employees
Immature ECM capabilities
Multiple competing ECM tools
Goal – to better leverage existing SharePoint deployment by adopting
an ECM strategy
Case studyReal organizations using SharePoint for effective ECM
Doculabs helped them
Assess ECM people, process, and technology current state
Develop future state vision for using SharePoint to manage content effectively and a roadmap for how to get there
Build a business case for reaching the future state
Case studyReal organizations using SharePoint for effective ECM
So what happened?
Secured funding for 2013 roadmap
Enterprise vision for how organization should pursue enterprise content management with SharePoint in place
Began lowering risks associated with e-discovery and reputational damage among regulators
Began lowering costs associated with maintaining multiple disparate ECM-related solutions by standardizing on SharePoint
Closing thoughtsHow can you start doing ECM better tomorrow?
SharePoint is an enterprise platform…treat it that way
Managing content is a means to an end—business value is the goal
Focus on solving business problems not delivering functionality
Thank YouDoculabs.comflavors.me/jshepley
Joe Shepley, PhD – Doculabs