exploiting sharepoint 2013 for improved “findability” of people and content
DESCRIPTION
Our story begins with a very successful community of practice-based Knowledge Management program on SharePoint. Additionally, we leverage SharePoint for our team and project collaboration, our Intranet publishing portal, our Internet publishing portal, and our external collaboration with our partners and customers. We are actively upgrading our SharePoint environment to SharePoint 2013 and have just started the rollout of our refreshed intranet using the latest capabilities of SharePoint 2013. The migration of our collaboration sites to SharePoint 2013 – including new templates to provide consistent global usability is also in progress as part of our ECM strategy to transform the way we collaborate through improved focus on the “findability” of people and information across the Enterprise. Come hear our story.TRANSCRIPT
#AIIM14 #AIIM14
#AIIM14
Exploi'ng SharePoint 2013 for improved “Findability” of People and Content
Christy Clark IT Director, Enterprise Content Management
ConocoPhillips
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Company Profile
Global Energy Company Exclusively E&P
Worldwide Presence Opera'ng Segments
´ NYSE Acker: COP ´ Headquartered in Houston, Texas ´ ~18,000 employees worldwide
´ OperaAons and acAviAes in 29 countries
´ ExploraAon in 20 countries ´ ProducAon in 14 countries ´ Proved reserves in 15 countries
´ Explore for, produce, transport and market hydrocarbons
´ Crude oil, natural gas, natural gas liquids (NGL), liquefied natural gas (LNG) and bitumen
´ Alaska ´ Lower 48 & LaAn America ´ Canada ´ Europe ´ Asia Pacific & Middle East ´ Other InternaAonal
As of Sept. 30, 2013
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Worldwide Opera'ons
As of Nov. 1, 2013.
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SPIRIT Values
Collabora'on is vital to our success as an agile independent.
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COP Isn’t Unique § Lots of tools – legacy, new, different versions, not integrated § Lots of content -‐ types, sizes, locaAons, old § Confused users!
S: drive Shared
Windows old & familiar
SharePoint collabora-on
Livelink reten-on/workflow
Email Personal
WCM Shared
Team Sites Shared
NOEs Personal
P: drive Personal “My Docs”
Exchange email workflow
Email Public
Folders Enterprise
SharePoint Extranet
Livelink Extranet
Other Tools
Specific Applications,
Company Encyclopedia,
Physical Documents, SAP,
Social, etc.
WCM = Internet and Intranet
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ECM Strategy is Simple
Mobile Cloud Social
Trends
…but we must remain agile
Help the business with….
Big Data
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How Do We Work and Collaborate?
Other FuncAon / Discipline Other FuncAon / Discipline
Extranet
Other FuncAon / Discipline Other FuncAon / Discipline My Business Unit / FuncAon / Discipline
My Networks
My Interest Groups
NETWORK SITES
BUSINESS UNIT / FUNCTION SITE
TEAM / PROJECT SITE
INTEREST GROUP SITES
EXTR
ANET SITES
WORKGROUP
My Working Teams My Working Teams
Me
Global
Local
Documents (Int/Ext) ApplicaAons Images / Videos Physical Social Records
Content Sources
find
put
Livelink, MediaWiki, SAP, etc.
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SharePoint Is the Preferred Tool for Collabora'on, Content Management and Search
Legacy Moderniza'on: SharePoint Upgrade Roadmap SharePoint Version
2003 2007 2010 2013
Networks Networks
Internet cop.com
Intranet Intranet
Collabora'on Sites (Dept, Project, Team) Collabora'on Sites
Extranet Extranet
SharePoint Search SharePoint Search
Migra'on of 15K+ Sites
Enterprise Search
2014/2015
TBD
TBD Out-‐of-‐the box unless cri-cal business need; then develop against SharePoint 2013 Best Prac-ces; cloud in future
Execu'on Strategy
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ConocoPhillips Intranet
• SharePoint 2013 for Enterprise Search • Expanded Scope • AddiAonal Features
• Integrated Global and Local Content • Red Global; Blue Local • Cross-‐site Publishing
• Templates for Consistency • Future Launch Pad for Personal and Social Capabili'es
A New Way of Working Global (Loca'on)
Local
Local
Global (Func'on)
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ConocoPhillips Team Sites for Collabora'on
Over 18 Composi'ons
Team Site Templates Offer a Jumpstart for Organizing and Tagging Content to Support
Predefined Taxonomy for Dept / Org Collabora'on • Top leh navigaAon established for default libraries • Libraries preconfigured with content types to provide a star%ng point for managing security and content
• IntegraAon with OpenText via Webparts to surface up content via SharePoint
Intranet
Strategy
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Addi'onal func'onality selec'vely developed: • Document Center • Meta Data Inheritance • Document Templates • Drop Zone
Advancing the ECM Strategy with SharePoint Apps
Quick Access to Documents and Informa'on about Site Documents
Enable Use of Document Templates as Documents are Created
Examples
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Search Is Cri'cal To Success of ECM Strategy
Analyze & Improve: Refiners Relevancy Best Bets PromoAon
Addressable Content Sources
Business Priori%zed, Broad Audience
Connectors Full Text Index Federate External Indices
Content Enrichment Taxonomies Extractors Tagging
SemanAc Enrichment
Result Preview (enhanced) Result Refiners Scope Refiners Saved Query & Alert Result Security Alert
Query Analysis & Tuning AcAvity & Persona Tuning (FuncAon, LocaAon, Social)
Query / Results
Documents (Int/Ext) ApplicaAons Images / Videos Physical Email Records
Content Sources
Social
We are just geLng started!
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We Have Learned From Our Experiences
§ Exploit The Investment; Capitalize on the Desire! § Governance Must Exist – Content Ownership & Accountability! § Secured Content is Expected – No More Default Open Access! § Features & FuncAonality Abound – Take Advantage & Train! § Some CustomizaAon Is OK – But Align to SharePoint 2013 Best PracAces! § Always Be Thinking About What’s Next! – Cloud, Social, Mobile… § Commit To A Simple Strategy – Eliminate the Complexity and Confusion!
Focus on …
When it comes to ECM and SharePoint…
www.aiim.org/infochaos�
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