sharepoint 2010 for document compliance
Post on 21-May-2015
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Introduction to SharePoint 2010 for
Document Compliance, Management and Automation
Slide # Enabling Intelligent Enterprises
Niraj Tenany – President and CEO, Netwoven, Inc.
• Formerly Microsoft Consulting Services Head of Enterprise Applications Practice
• Frequent speaker in Enterprise Content Management and Search events
• Works with Fortune 1000 companies to define and implement ECM, BI, Business Process Automation, and Search strategies
Slide # Enabling Intelligent Enterprises
Netwoven Background
Founded in 2001 by former Microsoft executives
Top talent from industry Firm leadership comprised of Microsoft, Accenture, Oracle and Intel talent
Former senior executive of Wipro, Infosys, McKinsey on our board
US headquartered company with development center in India
Save the Children
Slide # Enabling Intelligent Enterprises
Key Solution Areas Solution Area Description
Out-Tasking with SharePoint SharePoint managed services with L1, L2 and L3 support
SharePoint 2010 Upgrade Upgrade intranet, extranet or internet sites
Social Business Networking with SharePoint
Build communities with SharePoint
Document Management with SharePoint Develop or Migration document management systems to SharePoint
Business Intelligence with SharePoint Develop reports, dashboards and map based drill downs with SharePoint
Portal and Collaboration with SharePoint Developing intranet and collaboration sites using SharePoint
Web Content Management with SharePoint Develop intranet and extranet sites using SharePoint
Custom Development with SharePoint Workflow and other custom development with SharePoint 2010
Employee Portals, Customer Portals Develop Employee and customer portals integrated with FAST Search
Slide # Enabling Intelligent Enterprises
Key Facts
• In 2010 alone we generated enough digital information worldwide to fill a stack of DVDs reaching from the earth to the moon and back. That's about 1.2 Zettabytes, or more than a trillion gigabytes - a 50% increase over 2009.
• It is estimated that from 2011 on, the amount of data produced globally will double every 2 years.
• Every 2 days we generate more data than we did from the dawn of time through 2003
• Worldwide volume of data is growing at 59% per year
• Between 75% to 85% of data is unstructured
• Time spent searching for information averages 8.8 hours per week for a cost of $14,209 per worker per year
Source: IDC
Slide # Enabling Intelligent Enterprises
Business Needs
• Improved Compliance
• Tighter Security
• Document Life Cycle Management
• Automation
• Findability
Slide # Enabling Intelligent Enterprises
What do we mean when we use the term “Document”?
Slide # Enabling Intelligent Enterprises
Document Management Framework
Document Type Spectrum
Narrative Transactional
Characteristics
Narrative
• Common characteristics include Table of Contents, links and Navigational aids
Transactional
• Common characteristics include E-Forms
Slide # Enabling Intelligent Enterprises
Document Management Framework – Narrative Documents
Published
Documents
Collaborative Documents
Published Documents
• Large number of readers
• Few Authors
• Well Defined Life Cycle
• Smaller percentage compared to the collaborative documents
Collaborative Documents
• Approximately equal number of readers and authors
• Very high volume
• Different Life Cycle and longevity
Slide # Enabling Intelligent Enterprises
Document Management Framework – Narrative Documents
Collaborative Documents
Published Controlled Documents
Published Non
Controlled Documents
Records
Taxonomy A
Taxonomy B
Taxonomy C
Taxonomy D
Narrative Documents
Slide # Enabling Intelligent Enterprises
Key Components for Compliance, Management and Automation
• Storage
• Taxonomy
• Security
• Lifecycle
• Template Management
• Task Management
• Delegation
• Reporting
• Approval Processes
• eSignature
• Version Management
• Search
Slide # Enabling Intelligent Enterprises
Winning Combination
• SharePoint 2010
• K2 Blackpearl
• Adlib
• FAST Search
• Taxonomy Management Tool
Slide # Enabling Intelligent Enterprises
Enterprise Metadata
and Content Types
Source: Microsoft
SharePoint Scenarios
Slide # Enabling Intelligent Enterprises
Team Site
Source: Microsoft
Slide # Enabling Intelligent Enterprises
Managed Library
Source: Microsoft
Slide # Enabling Intelligent Enterprises
Repository / Archive
Source: Microsoft
Slide # Enabling Intelligent Enterprises
Massive / Distributed Archive
Source: Microsoft
Slide # Enabling Intelligent Enterprises
SharePoint 2010 Document Mgt. Features
• Managed Metadata Service – SharePoint 2010 Centralized Taxonomy Service Application.
• Hub - A site collection designated as a ‟source” from which we share content types through out the enterprise
• Content Type Syndication - Publishing, sharing, pushing one or more content types across site collection, Web App, and farm boundaries
• Term Store - DB that contains one or more taxonomies available as a ‟Shared Service”
Source: Microsoft
Slide # Enabling Intelligent Enterprises
SharePoint 2010 Document Management Features
• Use of Term Store and Managed Metadata service allows for centrally managed Term Sets and Content Types
• Governance allows for splitting the roles of Taxonomist and SharePoint Administrator
• Multi-Lingual Term Sets with Synonyms and Abbreviations
• Folksonomy (Keywords, Tags and Ratings)
• Managed Metadata Columns in Faceted Search
• Taxonomy Navigation in Tree View
• Hierarchical Term Sets and Filtering
Slide # Enabling Intelligent Enterprises
Contacts
• Niraj Tenany ntenany@netwoven.com
• Angira Dey adey@netwoven.com
• Rashi Bajaj rbajaj@netwoven.com
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