document and records management in sharepoint

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 Directorkconquy@netatwork.com

Q&A***SharePoint Online Trial (Office 365):www.netatwork.com/Office365FreeTrial