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Antonio Maio Protiviti, Senior SharePoint Architect & Senior Manager Microsoft SharePoint Server MVP
A Practical Guide to Information Governance in Microsoft SharePoint 2013
Email: [email protected] Blog: www.trustsharepoint.com Slide share: http://www.slideshare.net/AntonioMaio2 Twitter: @AntonioMaio2
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
About Protiviti
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Protiviti (www.protiviti.com) is a global consulting firm that helps companies solve problems in finance, technology, operations, governance, risk and internal audit. Through our network of more than 70 offices in over 20 countries, we have served more than 35 percent of FORTUNE® 1000 and Global 500 companies. We also work with smaller, growing companies, including those looking to go public, as well as with government agencies.
Protiviti is a wholly owned subsidiary of Robert Half International Inc. (NYSE: RHI). Founded in 1948, Robert Half International is a member of the S&P 500 index.
• 2,500+ professionals
• 1,000+ clients
• 70+ offices
• Over 20 countries in the Americas, Europe and Asia-Pacific
Protiviti is one of the fastest growing consulting firms worldwide. Our revenues have increased from US $15 million in 2002, to US $423.8 million in 2011.
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
Goal
Inform/Educate on Importance of Strong Information Governance
Practical Guidance: How to get through the Governance Process
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
Information Governance … Why?
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
Information Governance
Governance means setting out the structures, people, policies, procedures and controls necessary to manage information and support an organization's immediate and future requirements
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
Immediate and Future Requirements
• End User Needs
• Regulatory Compliance Requirements
• Legal Department Requirements
• Risk Management/Mitigation Strategies
• Administrative Needs
• Environmental Needs
• Operational Needs
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
SharePoint as a Platform
• View SharePoint as a platform which offers services to the organization’s users
• Governance for the SharePoint platform means: • Managing existing services in a predictable way • Deploying new services in a predictable way • Providing a clear set of guidelines for usage and administration
• Achieve Strong Governance for SharePoint:
1. Establish a Governance Team • Include stakeholders from across the organization
2. Develop a Governance Plan • Cross functional - Identifies ownership for business and technical teams • Regulatory, risk, legal, admin, environmental, organizational Needs
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
How does Governance Affect Us as SharePoint People?
• How end users interact with the system
• How we deploy & manage SharePoint
• How we add services; How we develop new components for SharePoint
• Manage server environments
• Control Access; Authenticate; Authorize Access to Information
• Assign Roles
• Establish Repeatable/Predictable Process
• Create information management structures (libraries, lists, sites)
• Regulatory Compliance Standards
• Auditing & Reporting Obligations
• Access Training
• etc.
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
Define Information Architecture/Structures
(Includes Metadata Taxonomy)
Confidential
Developing a SharePoint Governance Plan - Key Areas to Focus
Define Security Controls/Groups, Permissions and Roles for Assigning
Permissions
Define Roles, Responsibilities, Authority
Determine Training Needs; Plan to Educate User
Community
Define Rules for Site Creation, Management, Decommissioning
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
DEMONSTRATION
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
Recap • Develop a SharePoint Information Governance Plan with Key Stakeholders
• More information helps make better decisions – remember the gene pool! • Cannot develop it in a vacuum
• Understanding Your Organization & Your Information • Has significant impacts to the governance plan
• Create a Governance Team/Committee/Working Group • Setup a regular cadence for meetings & review (monthly, quarterly)
• View Information Governance Plan as a living entity • Something that evolves with time • Use tools that incorporate it right into SharePoint – central, public, viewable, easily
updated
© 2014 Protiviti Consulting Private Ltd. An Equal Opportunity Employer.
Protiviti Training: Nintex Week in Houston
Training Schedule: • Nintex Workflow (December 15-16)
• Advanced Nintex Workflow (December 17)
• Nintex Forms 2013 (December 18)
Each course can be standalone (not necessary to attend entire week)
• Register here: http://sharepoint.protiviti.com/training/courses/Pages/Nintex-Week.aspx
• Hosted at Protiviti Houston office (711 Louisiana 12th Floor Houston TX, 77002) & Online
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Antonio Maio Protiviti, Senior SharePoint Architect & Senior Manager Microsoft SharePoint Server MVP
Thank You!
Email: [email protected] Blog: www.trustsharepoint.com Slide share: http://www.slideshare.net/AntonioMaio2 Twitter: @AntonioMaio2
