KnowledgeLake User Conference 2012Welcome to SharePoint ECM Heaven

SharePointECM Trends and Best Practices

Joe Shepley, PhD – Doculabs

SharePoint and ECMAn exciting time to be a practitioner

Business value is king

Solutions not platforms

Information lifecycle

management

The death of the shared drive

Business value is kingNothing else matters (or gets funded these days)

Forget aboutCost and risk avoidanceGeneral efficiencies – save everyone X hoursMaking IT’s life easier

Focus onAddressing specific business problemsDriving direct impact to revenue or costs

No one wants a drill, they want a hole in the wall

The days of the multi-million dollar spend on ECM platforms are overDelivering targeted, business-relevant solutions is the future of ECM

Solutions not platforms

Information lifecycle managementMore than just records management or ECM

Source: EDRM Information Governance Reference Model (http://www.edrm.net/projects/igrm)

The death of the shared driveThe writing’s on the wall

Every large organization struggles with the cost and risks of using shared drives as primary document management system2013 is the year they’ll begin doing something about it

The death of the shared driveTraditional ECM is too complicated to succeed consistently

Business process management

Email management

Scanning and image management

Records management

Taxonomy/metadata management

Document workflow

Document collaboration

Basic repository services

FUN

CTIO

NAL

ITY

IMPLEMENTATION RISK

TRADITIONAL ECMHyland OnBase, EMC Documentum, IBM P8,

OpenTextSHAREPOINT

Case studyReal organizations using SharePoint for effective ECM

Fortune 1000 financial services firm

Global footprint, ~2K employees

Immature ECM capabilities

Multiple competing ECM tools

Goal – to better leverage existing SharePoint deployment by adopting

an ECM strategy

Case studyReal organizations using SharePoint for effective ECM

Doculabs helped them

Assess ECM people, process, and technology current state

Develop future state vision for using SharePoint to manage content effectively and a roadmap for how to get there

Build a business case for reaching the future state

Case studyReal organizations using SharePoint for effective ECM

So what happened?

Secured funding for 2013 roadmap

Enterprise vision for how organization should pursue enterprise content management with SharePoint in place

Began lowering risks associated with e-discovery and reputational damage among regulators

Began lowering costs associated with maintaining multiple disparate ECM-related solutions by standardizing on SharePoint

Closing thoughtsHow can you start doing ECM better tomorrow?

SharePoint is an enterprise platform…treat it that way

Managing content is a means to an end—business value is the goal

Focus on solving business problems not delivering functionality

Thank YouDoculabs.comflavors.me/jshepley

Joe Shepley, PhD – Doculabs