knowledgelake records manager for microsoft sharepoint

Why not use SharePoint for RM?

Records Management and ECM

KnowledgeLake Records Manager

Demonstration

Next Steps

Who is KnowledgeLake?

SharePoint and Enterprise Content Management (ECM)

Risks of Ungoverned Information

Challenges in Implementing Records Management (RM)

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OUR AGENDA FOR TODAY:

2010 Excellence in CompetencyWest Region

FINALIST

2010 Partner of the YearContent Management

FINALIST

2011 Partner of the YearContent Management

WINNER

2009 Partner of the YearContent Management

WINNER

2011 Managed Partner AwardPartnering to SucceedWINNER

2009 Partner of the YearISV/Software Solutions

WINNER

2010 Partner of the YearU.S. Public Sector

WINNER

2012 Best of TechEdSharePoint Administration

FINALISTMicrosoftPartnerNetwork

You most likely already have a license…

It handles the basics of managing electronic documents and business processes

Your Windows-centric IT staff can support and extend this solution as your needs grow…

Your users are familiar with this platform, and all of the applications that work with it.

THAT YOU’VE MADE INMICROSOFT

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ECM Planning

Content Migration

Capture

Organization/Management

Enhanced Search

Collaboration/Sharing

Automation/Processing

Records Management

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LET’S TALK ABOUT

“We are drowning in information, while starving for wisdom…The world will be run by people able to put together the right information at the right time.”

E.O. Wilson - 1998

eDISCOVERY COSTS

INFORMATION SECURITY

LEGAL RISK

RAPID GROWTH & VOLUME

OF INFORMATION

INTERNET & SOCIAL MEDIA

RISK

Government & industry compliance

Security

Records lifecycle management

Adoption and implementation

Conversion of paper records to electronic format

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SharePoint not legally defensible

Not centrally managed

Event triggers limited to date

Not extensible

But, with in-house development or a third-party solution, SharePoint CAN be utilized as an effective means of records management!

SHAREPOINT IS A VIABLE ALTERNATIVE, BUT…

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Information lifecycle

Gatekeeper

Paper and electronic

Paper to electronic

Metadata

Means to achieve effective information governance

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Centrally manageIn place

Legally defensible

Single file planAutomated declaration

Information lifecycle

Classification engineDiscovery, identification & legal holds

Audit and reporting

Email integration

Not a storage solution

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Records Information ManagementExample Record Lifecycle

Information Worker

Upload from Email

Store inSharePoint

Automated Classification

Search & View

Scan Paper Documents

Records Manager

Automated Classification

Inbox Bulk Approvals

File Plan Review

eDiscovery & Holds

DispositionWith Approval

Rich Audit Trail Reporting

External Event

Single ‘file plan’ for your entire enterpriseInformation stays “In Place”Automated Records ManagementEnd users work normally while information is classified for themIntegration with ECM and LOB Systems

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$0

$500,000

$1,000,000

$1,500,000

$2,000,000

YEAR 1 YEAR 2 YEAR 3NET SAVINGS NET INVESTMENT

IF YOU WANT TO

(888) 898-0555

www.KnowledgeLake.com

RecManager@KnowledgeLake.com

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