how to implement share point 2010

Learn How to Implement SharePoint to Manage Content

Presented by Bob Larrivee, DirectorAIIM Learning Center

Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp

37% of organizations consider SharePoint to be their first significant implementation of ECM◦ 52% of small organizations are first-timers◦ 41% using ECM or ERM have set SharePoint as a collaboration tool

Retaining their existing system for document and records management

Source: AIIM Industry Watch - SharePoint-strategies and experiences.

Organizations Turn to SharePoint


44% of respondents rolled out SharePoint across 10 or more geographical sites◦ 14% covering over 100 geographical sites with1/3 of installations

spanning more than one country 45% use SharePoint for collaboration between

project partners◦ 18% use it to interact with customers

Source: AIIM Industry Watch - SharePoint-strategies and experiences

Organizations Turn to SharePoint


Little thought given◦ Governance◦ eDiscovery◦ Taxonomy◦ Metadata

Source: AIIM Industry Watch - SharePoint-strategies and experiences

Something is Still Missing

SharePoint is a Registered Trademark of Microsoft


Organizational Information◦ Content Management◦ Records Management

Ways of Working◦ Process Management◦ Change Management

The Future◦ Continuous Improvement

SharePoint Must Support



"There is so much heat and so little light out there about exactly what SharePoint does and how it does it. We hear from many SharePoint users who thought they were buying an application (i.e., process automation ready to roll right out of the box), only to find they were really buying a platform (i.e., a powerful ECM platform, but requiring customization and integration). There is a critical need for SharePoint implementation best practices so that users can make platform decisions with the 'lights on.'" – John Mancini, President of AIIM

The Need for Best Practices



Do you have an established taxonomic structure? What is your metadata strategy? Is security aligned with your information

architecture?◦ For managing both physical and electronic information?

When did you last assess your recovery plan?◦ Have you identified and addressed vital records recovery?

Are your retention policies in line with regulatory guidelines at all levels?◦ (Multi-national companies will have varying requirements.

Questions to Ask


The AIIM SharePoint Certificate Program - developed with Gimmal Group - is designed from global best practices among our 65,000 strong community

Skill sets and best practices are identified by Education Advisory Groups in North America and Europe

Microsoft reviewed the program to ensure accuracy when describing possibilities with SharePoint 2010

The Place to Learn is AIIMDon't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master.



Program Structure

SharePointPractitioner

SharePointSpecialist

SharePointStrategy Case Study

Why? What? How? Use?

The Practitioner and Specialist programs are available as both online and classroom courses

The Strategy and Master programs are only available as classroom courses



SharePoint PractitionerProduct

Core Capabilities

Components and Parts

Architecture

Governance

Site Provisioning

Admin and Maintenance

Content Types

Classification

Search

Workflow

Communities

Records CenterDocument LibrariesImaging & Capture

Report ManagementForms DesignWCM / Sites

Workflow and BPMEmail Management

SharePoint and Microsoft Office

Integration

Design Elements InfrastructureFunction



SharePoint Specialist

Strategy

Test, Train, Sustain

Change Management

Migration

Implement SustainTransitionAssess

Customization

Integration

Business Case Governance

Documenting Requirements

Records Management

Information Gathering



Includes◦ SharePoint Practitioner◦ SharePoint Specialist◦ Practical Case Application◦ 24/7 access to online Practitioner and Specialist materials

SharePoint Master



Online at www.aiim.org/sp◦ Practitioner and Specialist

24/7 Access

◦ Master Instructor-led Classrooms

Schedules and international locations found at www.aiim.org/sp

Course Availability



"Often I have watched enterprises use chaos and complexity theory for the deployment of their SharePoint applications. The goal seems to be throw it out there, see if it sticks, and if it does, then let it self-organize. This may work very well for certain microbial colonies or ant colonies, but humans need guidance and direction. The new AIIM SharePoint Certificate Program provides the vision and roadmap to organize a SharePoint deployment around total efficacy. Without a knowledge of both best and worst practices, a SP administrator or project manager would have to spend months, possibly years trying to figure out a workable and successful strategy. This new program shortens the critical learning cycle and increases the immediate business value proposition for the enterprises in using SharePoint.”

What Others are Saying

Michael Sutton, PhD., Assoc. Professor of Knowledge Mobilization Bill and Vieve Gore School of Business, Westminster College, Salt Lake City, UT



Join the Growing AIIM Community of Experts◦ Become a SharePoint Practitioner, Specialist or Master

Understand market trends and opportunities Identify and demonstrate the business benefits of starting new projects Ensure progress by linking business strategy with a new vision and ways

of working Understand global best practices for managing information assets

Be recognized as an industry expert!

Be an AIIM Designated SharePoint Practitioner, Specialist or Master!

Your Time to Act



Visit aiim.org/sp ◦ To locate a classroom course near you◦ Sign up for an online course – available 24-7 for 6 months◦ Ask AIIM can deliver an in-house class for your organization by

emailing [email protected]

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