sharepoint 2013 as ecm platform
TRANSCRIPT
SharePoint 2013 as ECM Platform
January 27th, 2015
Brought to you by:
Sponsored by:
∗ SharePoint Architect∗ @ [email protected]∗ Twitter: @SharePointGoose∗ Fb: https://www.fb.com/SharePointGoose ∗ Blog: http://sharepointgoose.blogspot.com
Speaker : Salman Ahmad
∗ “Enterprise Content Management (ECM) is the strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes.”
(AIIM)
What is ECM?
Enterprise Content Management
Create and organize contentseasily with the help of relevantdiscovered information
Create Control
Manage content policies, Information architecture andtaxonomy
Protect
Reduce risk and manage compliance with centralizedeDiscovery tools
DiscoverDiscover the information you need with rich and intuitive experience
Basic features of Modern ECM
Contents Scanning Digitization
Categorization Indexing Document Management Records Management
Web Content Management Digital Asset Management eDiscovery
Discovery Forms Workflow Digital SignatureCollaboration
Why ECM, benefits of ECM
Files are non-classified
Files have no properties
Users can search only by file name
Files are classified
Files have Properties
Users can search by category and property
value
Title
Type
Frequency
Date
Created By
ECM Progress
Report
ECM Progress
ReportTitle: ECM Progress Report
Type: Progress Report
Frequency: Monthly
Date: 01/09/2014
Doc Type: Report
Created By: Salman Ahmad
Category : Doc Type : “Report”
ReportReport ReportReport
ReportReport
Current Status (without ECM) with ECM
PlanPlan Corresp.Corresp.
PolicyPolicyManualManual
PlanPlan ReportReport
ReportReport
ReportReport
ManualManual
Taxonomy / Information Architecture
Conceptual overview of content types
∗ Columns∗ Content Types∗ Managed metadata Service Application∗ Content Type Hub∗ Sites∗ Document Libraries
∗ Upload∗ Check In/Check out∗ Share∗ Bulk Metadata update∗ Alerts∗ Tag & Notes∗ Follow∗ Drag & Drop documents∗ Open with Windows Explorer ∗ Version History∗ Shared With∗ Co-authoring∗ Search
Common ECM features for End User
Search• In Library Search
• Metadata search within library• Filters
• Enterprise Search• Permission-trimmed search for keywords• Search refiners• Display Templates
In Library Search
Search
Enterprise Search
∗ Scanning∗ OCR∗ Workflows∗ Forms∗ Digital Signatures∗ Integration with other LOB systems
Advanced features of ECM
Final Steps∗ Contents Migration∗ Quality & Consistency Checks∗ Fine Tuning
Questions
Thank You!