SharePoint 2010 for Document Compliance
- 1. Introduction to SharePoint 2010 for Document Compliance, Management and Automation
- 2. 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
- 3. 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
- 4. 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 Build communities with SharePoint 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 Enabling Intelligent Enterprises Slide #
- 5. 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
- 6. Business Needs • Improved Compliance • Tighter Security • Document Life Cycle Management • Automation • Findability Slide # Enabling Intelligent Enterprises
- 7. What do we mean when we use the term “Document”? Slide # Enabling Intelligent Enterprises
- 8. Document Management Framework Document Type Spectrum Characteristics Narrative • Common characteristics include Table of Contents, links and Narrative Transactional Navigational aids Transactional • Common characteristics include E-Forms Slide # Enabling Intelligent Enterprises
- 9. Document Management Framework – Narrative Documents Published Documents • Large number of readers Published • Few Authors Documents • Well Defined Life Cycle • Smaller percentage compared to the collaborative documents Collaborative Documents • Approximately equal number of Collaborative readers and authors Documents • Very high volume • Different Life Cycle and longevity Slide # Enabling Intelligent Enterprises
- 10. Document Management Framework – Narrative Documents Taxonomy Taxonomy Taxonomy Taxonomy A B C D Published Published Collaborative Controlled Non Records Documents Documents Controlled Documents Narrative Documents Slide # Enabling Intelligent Enterprises
- 11. Key Components for Compliance, Management and Automation • Storage • Task Management • Taxonomy • Delegation • Security • Reporting • Lifecycle • Approval Processes • Template • eSignature Management • Version Management • Search Slide # Enabling Intelligent Enterprises
- 12. Winning Combination • SharePoint 2010 • K2 Blackpearl • Adlib • FAST Search • Taxonomy Management Tool Slide # Enabling Intelligent Enterprises
- 13. SharePoint Scenarios Enterprise Metadata and Content Types Source: Microsoft Slide # Enabling Intelligent Enterprises
- 14. Team Site Source: Microsoft Slide # Enabling Intelligent Enterprises
- 15. Managed Library Source: Microsoft Slide # Enabling Intelligent Enterprises
- 16. Repository / Archive Source: Microsoft Slide # Enabling Intelligent Enterprises
- 17. Massive / Distributed Archive Source: Microsoft Slide # Enabling Intelligent Enterprises
- 18. 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
- 19. 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
- 20. Contacts • Niraj Tenany [email protected] • Angira Dey [email protected] • Rashi Bajaj [email protected] Slide # Enabling Intelligent Enterprises