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Document and Records Management in SharePointpresented by Net@Work and Microsoft Webinar AudioYou can dial the telephone numbers located on your webinar panel, or use your microphone and computer speakers. We will begin shortly.
Technical Difficulties
Dial: (805) 617-7000 (Option 1)Webinar ID: 330-077-873
Today’s Presenters
Jon HornerPartner Solution ConsultantMicrosoft Corporation
Kyle ConquyECM Practice DirectorNet@Work
Webinar Details Presentation is roughly 1 hour All phone lines are muted If anyone has any questions during this webcast – please type them in your question box located at the bottom of your webinar panel
Agenda Managing Documents and Records in SharePoint 2013
SharePoint 2013 demo
Closing - Q&A
Net@Work and ECM
SharePoint online vs. on premise
Net@Work Solutions
ERP/Accounting Implementations
(Sage ERP X3, Sage 500, Sage 300, Sage 100 Sage
PFW, Sage Pro)
CRM Implementation
s(Sage CRM, SalesLogix,
Act!)
HRMS/Employer
Implementations
(Sage HRMS)
Web Development &
eCommerce(Magento, Joomla)
Mobile Application
Development(Windows 8.1, Android,
iOS)
ECMImplementations
(Microsoft SharePoint, Office 365, FileBound,
Altec doc-link, PSIGEN PSI:Capture)
Business Intelligence, Analytics & Reporting
IT Infrastructure & Managed
Services(Office 365,
Virtualization, Windows/Server)
ECM andSharePoint Practice
SharePointEnterprise Content Management (ECM) • Document management• Records management• Workflow and process management
SharePoint (2003, 2007, 2010, 2013, Online) • Intranet, extranet and portal solutions• Document and records management
solutions• Website and branding solutions• Full custom development and consulting• End to end support for SharePoint
• On premise• In the Cloud with Office 365 (SharePoint online)
SharePoint Integrations by Net@Work
SharePointCurrent Solutions• AP Automation• Sage 100 • Sage 300• Sage 500• Abila MIP• Dynamics GP
• Employee Onboarding• Sage HRMS
• CRM• Dynamics CRM
Future Solutions• AP Automation• Sage X3
• PO & AR Processing• Sage 100 • Sage 300• Sage 500• Abila MIP• Sage X3
• CRM• Sage CRM • Swiftpage
SalesLogix
ConnectPoint Document Management Solutions
Create/Capture Control/Manage Protect/Archive
Create and organize documents easily with the help of collaboration and simple user interface
Manage document policy, information architecture and taxonomy
Reduce risk and manage compliance with centralized eDiscovery tools
Enterprise Content Management
Create/Capture
Discover the information you need with a simple and intuitive interface
Create and organize your documents easily and access them from anywhere
Bring together all your team’s email and documents in one place
Document Creation
Drag and drop documents directly into the SharePoint library
Create documents directly in SharePoint
Document Creation
Edit metadata in bulk
Table editing mode
Easily Edit Metadata
Collaborate on team projects with Site Mailboxes
Documents will automatically sync with Outlook client
Common project inbox for use during project lifecycle
Documents sync with SharePoint project site
Site Mailbox
Store, sync and shareStore, share and sync your documents with OneDrive for Business
Control/Manage
Organize documents with taxonomy and centralized content types
Declare records and leverage archive and workflow to enforce document retention schedules
Enable search driven experiences for quick discovery of documents
Streamline Document Management
Track who you’re sharing with
Live document previews
Edit, share or follow documents with one click
Organize and Approve
Organize all your team communications in one place
Create simple document workflows
Check-In/Check-Out, Version Control
Track who is modifying the document
See latest published version
Manage different types of content as a unit
Individual document properties
Manage properties, versions and workflow for Document Set
Document Sets
Content Organizer
Require Users to use the Drop-Off Library
Manage Duplicate Submissions and Preserve Context
Set Rules that specify Target Location – Including another Site
Submissions matched to specific content type
Content Organizer
Specify alternate content type names to accommodate taxonomy differences
Property based conditions route content
Auto provision folders based on property value
Content Organizer
Specify retention schedules for content types
Submit documents for long term archival
Record Center
Define mutli-stage retention policies by folder
Create hierarchical file plans and generate reports
Retention Policies and File Plans
Relevant Search Results
Drill to the detail inside documents to help you find answers
Re-find information based on your historical search behavior
Get recommendations based on your search query
Create rules to promote results or show additional result blocks
Define how rules are fired and what actions are taken
Manage Search Rules
Protect/Archive
Perform e-Discovery and in-place holds across the Office platform with unified search
Reduce costs by minimizing third party add-ons and expensive duplication of document repositories
Empower legal teams to perform e-Discovery without impact to user productivity
Document Security and Sharing
Share documents with people inside and outside your organization
Enforce sign-in to comply with data governance and protection policies
Manage permissions
Document to Record - Declaration
Specify Manual Record Declaration Availability
Specify WHO can Declare and Un-declare records
Specify Restrictions to be applied once Record Declaration has happened
Protecting Information Assets – e-Discovery
Manage content retention policies
Support for e-discovery across Exchange, Lync and SharePoint
Add mailboxes, SharePoint sites and file shares
View breakdown of results and size statistics at-a-glance
Unified search query across Office platform
Reduce preservation set size with additional filters
Preview content prior to export
Multiple message types, including Lync
Easily Create e-Discovery Sets
Export content to EDRM XML standard format
Options for de-duplication, IRM removal and document versioning
Export e-Discovery Sets
Demo
OnlineOn Premises
SharePoint 2013 FeaturesOnlineOn Premises
Plan 1 (E1)
Plan 2 (E3)
Foundation
Standard EnterpriseFeature Capability
Apps
Collaboration
Search
Content Management
Business Intelligence
Business Solutions
App Catalog & Marketplace
Team Sites
Work Management
Social*
External sharing
Basic Search
Standard Search*
Enterprise Search*
Content Management
Records Management
e-Discovery, ACM, Compliance
Excel Services, PowerPivot, PowerView
Scorecards & Dashboards
Access Services
Visio Services
Form Based Applications*
SharePoint 2013 Workflow
Business Connectivity Services**
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● : Existing ● : New ● : Limited [BOLD] : Enhanced
Note* : Some of the features may not be available in all Online SKUs;Note* * : Some of the features may not be available in Foundation and Standard SKUs
Summary
1ECM has evolved, where document creation and organization is intuitive and simple through discovery and collaboration
Ensure compliance is achieved through document policy, information architecture and taxonomy
Centralized eDiscovery across the Office platform helps protect organizations by improving compliance without affecting user productivity
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3
Summary
Thanks for attendingFor additional information, please contact:Kyle Conquy Net@Work, ECM Practice [email protected]
Q&A***SharePoint Online Trial (Office 365):www.netatwork.com/Office365FreeTrial