SynapseIndia SharePoint Development-Presentation on SharePoint in the Cloud

SharePoint in the Cloud:
Clear Skies or Stormy Weather?

Lisa

Rockwell Automation Today

Fiscal 2011 Sales: ~$6B

~51% outside the US

Two operating segmentsArchitecture & Software

Control Products & Solutions

Employees: ~21,000

Serving customers in
80+ countries

Trading Symbol: ROK

Leading global provider of industrial power, control and information solutions

Lisa

Rockwell Automation Law Dept.

21 lawyers; 18 paralegals, professionals, and administrative staff

Corporate headquarters in Milwaukee

Other law department locations: Cleveland, Belgium, Singapore, China, Mexico, India

6 lawyers outside the U.S.

EHS, Product Safety, Records Management, Security, Government Relations, Import/Export and External Communications as additional functions.

Lisa

Microsoft (managed) Gold Certified Systems Integrator

2011 Microsoft Midwest Partner of the Year

Serving Chicago & Wisconsin since 1989. Headquarters in Brookfield, WI

Focused on Microsoft productivity platforms offering a full range of professional services. SharePoint, Infrastructure, Lync & Dynamics CRM

We approach SharePoints implementation holistically

Envisioning & Planning

Taxonomy & Governance

Infrastructure Configuration & Implementation

Data Migration

Workflow and Application Integration

Tailored Training & User Acceptance

Concurrency

Peter

Concurrency

Specialization in Microsoft Business ProductivityPeter

RA Law department technology roadmap

200520062007200820042011Doug Hagerman - new General CounselGoal: Become information-enabled department.

IP Docketing system goes live.

Select new e-billing system System goes live Oct. 1. Integrated with SAP and other legacy AP System.

Lisa Girmscheid new law dept administratorE-Billing vendor selected, system goes live Oct. 1

Shop for replacement e-billing vendor.

Converge documents to one shared location on company network

2009

2010

Tech Committee shops for DMS.Sharepoint 2010 w/DMS selectedOffice 2010 deployedIntegrate e-billing system with IP Docketing systemSharepoint 2010System live Apr. 1Lotus Notes 8.5 PilotIE 8 and Windows 7 PilotLisa

Best-in-breed Document Management Systems considered

Other leading DMS vendors considered

Long history and successful DMS track records

Separate bolt-on with integration required to MS SharePoint collaboration sites and local MS Office tools for document creation

Add-ons for records management

SharePoint Server 2010Microsoft finally implemented full best-in-breed class DMS capabilities with SPS 2010

Governance and records management

Multi-stage dispositions, in-place records, e-discovery

Support for large libraries, enterprise metadata & document sets

Partial DMS capabilities introduced starting with SPS 2007

Full integration with SharePoint collaboration sites

Office 2010 integration includes:Direct SharePoint 2010 Server storage and retrieval from MS Office 2010 applications

Integrated metadata management metadata remains with document

Templates for metadata capture during document creation

None are out-of-the-box solutions. Successful deployment requires experienced professional consulting assistance to understand specific needs, develop proper taxonomy and workflows, and then configure system and train users.

DMS Selection process

Lisa

Our direction Collaboration and Office Tool Integration

Lisa

RA Legal SharePoint System

Dave

RA Legal SharePoint System

Setting an example for RA in Document Management, Records Management and Information Security practices

Dave

Governance & Change Management

Strategically placed governance team iscriticalDavid Farchmin focus on architecture, information security and technical concerns

Lisa Girmscheid focus on department process and user perspective + integration with other systems

Susan Hassett Record Manager, focus on retention policy and information security

Managing change ischallenging50 users = potentially 50 document storage methods

Set deadline for migrating documents to SharePoint (we moved 150k documents!)

Designate 1 representative from each practice area

Clearly defined matter opening and closing processes

Naming conventions

Audit on a regular basis

Train, train, train

Lisa

DEMO

Dave & Lisa

Basic Navigation and structure

Dave (backup)

Document Management

Dave (backup)

Matter Files = document sets

Dave (backup)

Example matter file

Dave (backup)

Compliance to our
Record Retention Schedule

Copyright 2011 Rockwell Automation, Inc. All rights reserved.

Dave

Record Retention based upon selected Content Type

Dave (backup)

Matter Closing Workflow

Dave

Records Center used for closed matter files

Dave (backup)

Administration libraries

Lisa (backup)

Resource center

Lisa (backup)

Fast search

Dave (backup)

Harmon.ie connector for Lotus Notes

Drag and drop documents or linksDave

Questions?

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(Confidential For Internal Use Only) Copyright 2011 Rockwell Automation, Inc. All rights reserved.

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Ninth Outline LevelClick to edit Master text styles