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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