sharepoint at srp
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SharePoint at SRP. Perry Bellaire Content Management Salt River Project 2/9/2010. Outline. About me About SRP Why SharePoint Implementation Challenges/Opportunities How we measure success Summary Questions. About me. Perry Bellaire Principal Computer Analyst - PowerPoint PPT PresentationTRANSCRIPT
SharePoint at SRPSharePoint at SRPPerry BellaireContent ManagementSalt River Project2/9/2010
OutlineOutlineAbout meAbout SRPWhy SharePointImplementationChallenges/OpportunitiesHow we measure successSummaryQuestions
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About meAbout mePerry BellairePrincipal Computer AnalystInformation Technology Services
◦Content Management SharePoint Enterprise Content Management Web
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Salt River ProjectSalt River ProjectSRP is two entities: the Salt River Project
Agricultural Improvement and Power District, a political subdivision of the state of Arizona; and the Salt River Valley Water Users' Association, a private corporation.
The District provides electricity to nearly 934,000 retail customers in the Phoenix area. It operates or participates in 11 major power plants and numerous other generating stations, including thermal, nuclear, natural gas and hydroelectric sources.
The Association delivers nearly 1 million acre-feet of water annually to a service area in central Arizona. An extensive water delivery system is maintained and operated by the Association, including reservoirs, wells, canals and irrigation laterals.
http://www.srpnet.com/about/facts.aspx
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Why SharePointWhy SharePointDocument Management
Original Business Objectives• To enhance the ability to effectively file and find documents• To streamline and automate manual document management
processes where possible• To facilitate collaboration (sharing) of documents between
personnel• To ensure document retention requirements are met and
appropriately managed (i.e., ensure documents retained for the appropriate period of time)
• To reduce the opportunity costs and time associated with administratively managing documents
• To store a document once within the system (i.e., reduce redundant storage)
• To improve the ability to track documents more effectively• To improve the security and management of documents• To comply with SRP Corporate Document Management
Principles and Procedures
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ImplementationImplementationPlanningGovernanceTrainingOut of the box (OOTB)
functionalityMetadata enforcementInformation Management
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ImplementationImplementationPlanning
◦Two years◦Leveraged best practices &
consulting experience◦Avoid wildfire
Delegated Administration
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ImplementationImplementationGovernance
Corporate Policy ITS PolicySharePoint Technical PolicySharePoint PrincipleBusiness Unit Specific
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GovernanceGovernance
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ImplementationImplementationTraining
◦One day member training Content ‘CRUD’ Working with content (Alerts, RSS, MS
Office, etc)
◦Three day administrator training Security Creating sites, libraries and lists Managing content (Content Types,
creating attributes)
◦Information Custodian Training2/9/2010 10
ImplementationImplementationOut of the box (OOTB)
functionality◦As much as possible
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ImplementationImplementationMetadata enforcement
◦ File Name◦ Title◦ Author◦ Steward◦ Subject/Topic Category◦ Sensitivity Classification◦ Retention Classification◦ Retention Date◦ Document Category◦ Document Date◦ Historic Value Flag◦ Legal Hold Flag◦ Vital Record Flag
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ImplementationImplementationInformation Management
◦Our mission
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Content Management Content Management MissionMissionInformation is an Enterprise Asset!Information is an Enterprise Asset!Improve the management of content
and records:◦ Find it!◦ Protect it!◦ Manage it! (throughout its lifecycle)◦ Standardize it!◦ Reuse it!◦ Realize it’s VALUE!
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Challenges/OpportunitiesChallenges/Opportunities
SharePoint 2007 is wide not deep◦ ECM, Records management ◦ Introduces functionality you might not be prepared
to handle.◦ Loosely coupled solutions (3rd Party) and skill sets
Taxonomy, Search, Performance Point, BI , MS Office, Business Data Catalog
◦ SharePoint 2010 ECM goes deeper Process dependent
◦ Defined processes and procedures◦ Example: Records Management
Document Life Cycle Transformation
◦ Education – Information is an Asset◦ Culture and slow process changes◦ Changing habits always the toughest
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How we measure successHow we measure successLook for smiles
Listen for understandingITS developing measuresFollow up questionnaires and
‘opportunity audits’ and discovery being developed.
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SummarySummaryIt’s a journey
◦SharePoint is a tool◦Information Management is an
iterative processMoving forward
◦Step in right direction◦Managed system
Maturing together◦Information management◦Processes
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