how microsoft sharepoint gives you a realistic approach to content management

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How Microsoft SharePoint Gives You a Realistic Approach to Content Management Nicky Bleiel Senior Information Developer ComponentOne STC Rochester Spectrum Conference 23 April, 2012

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Managing your content ensures efficiency in your work and accuracy in your documentation.This session discusses managing content with SharePoint and demonstrates some of its features.

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Page 1: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Nicky BleielSenior Information DeveloperComponentOne

STC Rochester Spectrum Conference23 April, 2012

Page 2: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

What We Will Cover

• Why manage content?• Reasons to Adopt SharePoint• SharePoint’s Content Management

Features• Demonstration of SharePoint

Page 3: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Biography — Nicky Bleiel• 17+ years of experience as a technical

communicator.• Director and VP-elect, Society for Technical

Communication.• Written and designed documentation for

software products in the documentation, media, industrial automation, simulation, and pharmaceutical industries.

• Speaker at STC, WritersUA, tcworld, LavaCon, and CIDM on a variety of topics.

• Articles published in STC Intercom, tcworld magazine, TechCom Manager, WritersUA website, and the Content Wrangler.

Page 4: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Why Manage Content?

• Efficiency– Content stored in a single location– Findability (metadata)– Automation (workflows/alerts)– Track history

• Accuracy– Changes only need to be made once– Permissions/IRM– Consistency (templates)

• Important part of the content lifecycle

Page 5: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Content Lifecycle

• Modeling/Typing• Repository• Metadata

• Transform• Syndicate• Evaluate

• Acquire • Author

• Requirements• Personas• Governance

Analyze Collect

ManagePublish

Courtesy Rahel Bailie

Page 6: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Reasons to Adopt SharePoint

SharePoint is a solid solution that your company may already own.

– SharePoint is an Enterprise Content Management System

– SharePoint has 100 million estimated users– 68% of organizations surveyed use it to

manage documents– Tight integration with Microsoft Office– SharePoint is useful even if you do not need

to collaborate across the enterprise

Page 7: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Content Management in SharePoint

Regulatory compliance/ Records management

Enterprise accessibility and search

Web Content Management (WCM)

Document Management

Enterprise Content Management

(ECM)

Page 8: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

SharePoint’s Core Document Management Features

Process Automation– Workflows– Alerts

Access – Library/Document Permissions

– Information Rights Management

Search – Metadata

– Content Types

Version History/Source Control

Translation Management

Page 9: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

The Document Library

Page 10: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

The Library and Documents Ribbons

Page 11: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Demonstration

Page 12: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Workflows

• Workflows automate business processes

• Several workflows included, but you must configure them:– Approval– Collect Feedback– Disposition Approval– Three State– Translation Management

• You can create custom workflows:– SharePoint Designer– Visio– Visual Studio

Not Started

In Process

Complete

Page 13: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Content Types

“Categories” for content…• Built in Content Types, plus custom• Include metadata, workflows• Can be applied to more than one file type• Make it possible to aggregate files

efficiently

Page 14: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Information Rights Management

IRM is more powerful than permissions…• Restrict printing (even copy/paste)• Require credentials at intervals• Auditing features

For confidential/sensitive content

Page 15: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Translation Management

Translation Management Libraries:– Automatically create copies for each language– Assign translation tasks to translators– Start a translation workflow

Page 16: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Translation Management

Page 17: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

In Conclusion

• SharePoint is installed at many organizations• SharePoint is easy to use, and has many

powerful features.• Implementing SharePoint for content

management has few risks.• SharePoint’s content management features are

useful even if you work alone.

Page 18: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

References/Further Reading

“How Many SharePoint Users? No One Knows for Sure” by Ann All http://www.itbusinessedge.com/cm/blogs/all/how-many-sharepoint-users-no-one-knows-for-sure/?cs=36875

“How are Businesses Using SharePoint in the Enterprise?” White Paper from Global 360: http://global360.com/xres/uploads/resource-center-documents/012811_WhitePaper_SharePoint_Survey_2011-B.pdf

Three-part blog series on managing Microsoft Word Document Reviews in SharePoint:• http://our.componentone.com/2011/07/11/managing-word-document

-reviews-in-microsoft-sharepoint/

Blog post with SharePoint installation instructions: • http

://our.componentone.com/2011/03/17/curious-about-sharepoint-it-is-easy-to-install/

Page 20: How Microsoft SharePoint Gives You a Realistic Approach to Content Management

Questions?

Contact information:

Nicky BleielComponentOne

Pittsburgh, PA

[email protected]

www.doctohelp.com

www.nickybleiel.com

Twitter: @DocToHelp @nickybleiel