Raimund Wasner Managing Director Kollabria SPC197 SharePoint as a Platform SharePoint for Business Seminar Series Collaborative Enterprise Computing The next step in information management ID: 605524
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Business Document Management with SharePoint
Raimund WasnerManaging Director, Kollabria
SPC197Slide3
SharePoint as a Platform
SharePoint for Business Seminar SeriesSlide4
Collaborative Enterprise Computing
The next step in information managementTechnologies that goes beyond file systemsTechnologies that enables productive user interaction with files and dataSlide5
How many pages long is the SharePoint 2010 “manual”?
100 pages500 pages
1,000 pages10,000 pagesSlide6
“SharePoint is a general purpose platform for connecting people with information”
Steve Ballmer, MicrosoftSlide7
Client/Server ComputingSlide8
Shift in Information Management
© 2012 Kollabria All Rights Reserved
Internet
Server
Applications
Computing
PC
Fat Application
File Server
Application Server
Browser
Websites
ApplicationsSlide9
Internet-ify
your Stuff…
© 2012 Kollabria All Rights Reserved
Intranet
Server
Applications
Computing
PC
Fat Application
File Server
Application Server
Browser
SharePoint
Sites
Sites
Sites
ApplicationsSlide10
What does the SharePoint Platform do?
© 2012 Kollabria All Rights Reserved
SharePoint
Content Model
Integration Layer
Workflow
Search
Site/App
Site
Site
Site
Surface Information
Create
ApplicationsSlide11
SharePoint as an Application….Slide12
SharePoint as an Application….Slide13
SharePoint is the Mirror of
Erised
© 2012
Kollabria
All Rights ReservedSlide14
SharePoint Catch 22
User Needs
Business Requirements
ApplicationsServersTechnology
Infrastructure
D
A
S
F
B
© 2012
Kollabria
All Rights ReservedSlide15
Document Management with SharePointSlide16
Kinds of Document Management
Managing documents for the sake of managing documentsSpecific Application dedicated to that job
Important Documents Regulated DocumentsManaging documents as part of a your jobCollaborateStoreProcessEtc..Slide17
The Primary Rules of Document Management
How will I find itHow will I control itHow will I preserve itHow will I route itHow will I govern itSlide18
© 2012
Kollabria
All Rights Reserved
Kollabria
SharePoint Configuration WheelSlide19
Tools for document control
Use Global Entities to Move Content from Repository to Site
© 2012 Kollabria All Rights Reserved
End User Site/Application
SharePoint RepositorySlide20
Content Types
All SharePoint content is placed in Content TypesClassification & Data OrganizationContent Syndication across enterpriseCombination of object and indexSlide21
Types of Content Types
Site Content TypeManaged at the Site Collection, Site, or Content Hub
The ‘parent’ of list content typesScope limited only by its point of originList Content TypeManaged entirely at the List/Library levelThe ‘child’ of site content typesScope limited to a particular listSlide22Slide23Slide24
FinanceSlide25Slide26Slide27Slide28Slide29Slide30Slide31Slide32
Vendor Invoices
FinanceSlide33Slide34Slide35Slide36Slide37Slide38Slide39Slide40Slide41Slide42Slide43Slide44Slide45Slide46Slide47Slide48
Remaining Steps
Apply content type columns to libraryAdjust library “views” and sort order
It helps to have a plan…Slide49Slide50Slide51Slide52Slide53Slide54
Total Document Management with SharePointSlide55
Extend your Document Management Framework to Paper Documents
PaperVision Capture Desktop - At every scanning desktop
- Does not require a server - Fully featured - Easily configured and administrated - Simple to useSlide56Slide57Slide58Slide59Slide60Slide61Slide62Slide63Slide64Slide65Slide66Slide67Slide68Slide69
Real World
PlanRealize that you are allowing users to build applications not sitesDetermine content types (document types in advance)Create enterprise content hub Determine key metadata requirements (columns for each)Determine workflows
Determine records policesDetermine views and library functionBuild all of the above into “create new library’Allow admins to build and extendImplement document scanning at the desktop for total document management
What to do in the real world…Slide70
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