managing records with sharepoint 2013

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Managing Records with SharePoint 2013What is really possible?

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Governance: mgt of metadata and taxonomies

Governance: mgt of site proliferation

Missing functionality

Taking longer than expected to roll out

Technically more difficult than expected

Site administration

Content migration

Scalability / infrastructure requirements

Re-implementing custom for new releases

Integration with our existing systems

Linking and integration of imaging systems

None of these/Other

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

What would you say are your biggest on-going technical issues with your SharePoint 2003, 2007, or 2010 system? (Max three)

SharePoint – Technical Issues

#1 (and 2) Governance issues

#3 Missing Functionality

Technically difficult and taking longer to

roll-out than expected.

Previous Issues - 1


Isn’t strong enough in document/records management/com-pliance

Management and governance

Social/mobile elements are not strong enough for us

It doesn’t extend well outside the firewall

Does not match well with our other content systems

We didn’t plan/execute the deployment properly

We didn’t/don’t have enough internal skills to deploy it properly

It works OK as a basic system but we struggle to take it further

It is too complex for us

It was not the correct strategic decision

Other

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

Why do you feel your SharePoint 2007, 2003, or 2010 implementation was not a good decision? (Max two)

Previous Issues - 2

67% ECM/RM /Compliance

functionality not strong enough


What is the status of the following SharePoint versions in your organization?

Version 2003 2007 2010 2013

Live, but mostly legacy content 5% 15% 11% 2%

Live, primary version in use 3% 19% 48% 5%

Live on some sites or applications 2% 8% 19% 5%

Live in some form - total 10% 42% 78% 12%Rolling out 1% 1% 20% 17%Evaluation 1% 1% 8% 34%Superceded 22% 25% 8% 2%Have not used 28% 18% 14% 35%

SharePoint 2013 Changes Things


Improved search/metadata-based navigation

Closer integration between Lync, Outlook, Exchange and SharePoint

Mobile device support

Improved application of retention policies

Integration of retention and e-discovery between SharePoint and Exchange

Community sites, micro-blogging and tagging

Specific e-discovery and hold functionality

BPM changes and InfoPath

Hybrid cloud and synchronization

None of these are important as yet

0% 10% 20% 30% 40% 50% 60%

Which SharePoint 2013 features are likely to be the most useful to your organization? (Max THREE)

#1 – improved search and navigation.

#2 - closer integration with

Lync, Outlook and Exchange.

#3 - mobile support.

#4 and 5 – retention

improvements.

Improvements


We don’t differentiate between records and other content

User acceptance is more important than rigor for us, so it’s OK

With careful set up, it can comply with our needs

We still need some specialist customization services

We still need add-in 3rd party products

It still can’t really meet all of our compliance regulations

We already have a robust and compliant RM system – linked to SharePoint

We already have a robust and compliant RM system – stand-alone

0% 10% 20% 30%

How do you feel about using SharePoint 2013 for your records management requirements? 29% are prepared

to accept it as it is.

16% still need customization or 3rd party add-ins.

15% would like to use it but can’t (11% small and mid, 24% large).

21% using dedicated RM

system (mostly not linked to SP).

New ERM and eDiscovery Functionality


ERM with SharePoint 2013 Training

AIIM – the leading training provider for information professionals 25,000+ course

attendees Self-paced or live

courses Courses can be

customized for your organization

Pass the online exam to earn the designation

Learn How to Best Manage Records and eDiscovery with SharePoint 2013• Records Management Components and

Features in SharePoint 2013• How to Use Content Types in SharePoint

2013 for Effective Records Management• How to Build an Information Management

Policy in SharePoint 2013• Records Retention in SharePoint 2013• How to Create a File Plan in SharePoint

2013• Capturing records into SharePoint 2013 • Creating and Configuring a SharePoint 2013

Records Center Site• Managing Records In-place in SharePoint

2013• Disposition in SharePoint 2013• eDiscovery and SharePoint 2013


Some AIIM Training Attendees

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"I see AIIM as a leading resource of knowledge in the industry of electronic records and ways to manage them. It will continue to be a source I turn to for future educational opportunities and growth." Attendee from Tumwater, WA

"Excellent balance of instruction, debate and workshops. Suitable for organizations at all stages of development." Attendee from London, UK


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managing records with sharepoint 2013

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