knowledgelake records manager for microsoft sharepoint

21
Why not use SharePoint for RM? Records Management and ECM KnowledgeLake Records Manager Demonstration Next Steps Who is KnowledgeLake? SharePoint and Enterprise Content Management (ECM) Risks of Ungoverned Information Challenges in Implementing Records Management (RM) z m D d ( f 8 > q OUR AGENDA FOR TODAY:

Upload: knowledgelake

Post on 22-Nov-2014

152 views

Category:

Technology


1 download

DESCRIPTION

KnowledgeLake Records Manager enables organizations to manage all records throughout their document storage lifecycle and apply policy for retention and disposal. Simplify the information governance of enterprise-wide content, while leveraging and maximizing your current investment in Microsoft SharePoint. - See more at: http://www.knowledgelake.com/knowledgelake-records-manager

TRANSCRIPT

Page 1: KnowledgeLake Records Manager for Microsoft SharePoint

Why not use SharePoint for RM?

Records Management and ECM

KnowledgeLake Records Manager

Demonstration

Next Steps

Who is KnowledgeLake?

SharePoint and Enterprise Content Management (ECM)

Risks of Ungoverned Information

Challenges in Implementing Records Management (RM)

z

m

D

d

(

f8

>

q

OUR AGENDA FOR TODAY:

Page 2: KnowledgeLake Records Manager for Microsoft SharePoint
Page 3: KnowledgeLake Records Manager for Microsoft SharePoint

2010 Excellence in CompetencyWest Region

FINALIST

2010 Partner of the YearContent Management

FINALIST

2011 Partner of the YearContent Management

WINNER

2009 Partner of the YearContent Management

WINNER

2011 Managed Partner AwardPartnering to SucceedWINNER

2009 Partner of the YearISV/Software Solutions

WINNER

2010 Partner of the YearU.S. Public Sector

WINNER

2012 Best of TechEdSharePoint Administration

FINALISTMicrosoftPartnerNetwork

Page 4: KnowledgeLake Records Manager for Microsoft SharePoint

You most likely already have a license…

It handles the basics of managing electronic documents and business processes

Your Windows-centric IT staff can support and extend this solution as your needs grow…

Your users are familiar with this platform, and all of the applications that work with it.

THAT YOU’VE MADE INMICROSOFT

(

(

6

o

Page 5: KnowledgeLake Records Manager for Microsoft SharePoint

ECM Planning

Content Migration

Capture

Organization/Management

Enhanced Search

Collaboration/Sharing

Automation/Processing

Records Management

x

f/

r

7

{ 5

[

Page 6: KnowledgeLake Records Manager for Microsoft SharePoint

LET’S TALK ABOUT

Page 7: KnowledgeLake Records Manager for Microsoft SharePoint

“We are drowning in information, while starving for wisdom…The world will be run by people able to put together the right information at the right time.”

E.O. Wilson - 1998

Page 8: KnowledgeLake Records Manager for Microsoft SharePoint

eDISCOVERY COSTS

INFORMATION SECURITY

LEGAL RISK

RAPID GROWTH & VOLUME

OF INFORMATION

INTERNET & SOCIAL MEDIA

RISK

Page 9: KnowledgeLake Records Manager for Microsoft SharePoint

Government & industry compliance

Security

Records lifecycle management

Adoption and implementation

Conversion of paper records to electronic format

#N

4

o{

Page 10: KnowledgeLake Records Manager for Microsoft SharePoint

SharePoint not legally defensible

Not centrally managed

Event triggers limited to date

Not extensible

But, with in-house development or a third-party solution, SharePoint CAN be utilized as an effective means of records management!

SHAREPOINT IS A VIABLE ALTERNATIVE, BUT…

=

w

E|

Page 11: KnowledgeLake Records Manager for Microsoft SharePoint

Information lifecycle

Gatekeeper

Paper and electronic

Paper to electronic

Metadata

Means to achieve effective information governance

5

Ij{

V

~

Page 12: KnowledgeLake Records Manager for Microsoft SharePoint

Centrally manageIn place

Legally defensible

Single file planAutomated declaration

Information lifecycle

Classification engineDiscovery, identification & legal holds

Audit and reporting

Email integration

Not a storage solution

/

X

4

}

=

w

5

x

1

H

S

Page 13: KnowledgeLake Records Manager for Microsoft SharePoint
Page 14: KnowledgeLake Records Manager for Microsoft SharePoint

Records Information ManagementExample Record Lifecycle

Page 15: KnowledgeLake Records Manager for Microsoft SharePoint

Information Worker

Upload from Email

Store inSharePoint

Automated Classification

Search & View

Scan Paper Documents

Page 16: KnowledgeLake Records Manager for Microsoft SharePoint

Records Manager

Automated Classification

Inbox Bulk Approvals

File Plan Review

eDiscovery & Holds

DispositionWith Approval

Rich Audit Trail Reporting

External Event

Page 17: KnowledgeLake Records Manager for Microsoft SharePoint

Single ‘file plan’ for your entire enterpriseInformation stays “In Place”Automated Records ManagementEnd users work normally while information is classified for themIntegration with ECM and LOB Systems

u

X

4

O

}

Page 18: KnowledgeLake Records Manager for Microsoft SharePoint

$0

$500,000

$1,000,000

$1,500,000

$2,000,000

YEAR 1 YEAR 2 YEAR 3NET SAVINGS NET INVESTMENT

Page 19: KnowledgeLake Records Manager for Microsoft SharePoint

IF YOU WANT TO

Page 20: KnowledgeLake Records Manager for Microsoft SharePoint

(888) 898-0555

www.KnowledgeLake.com

[email protected]

8 &

%

0

gS

9

Follow us

Page 21: KnowledgeLake Records Manager for Microsoft SharePoint

THANK