managing records in the cloud central missouri chapter jesse wilkins april 16, 2009

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Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

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Page 1: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Managing Records in the Cloud

Central Missouri Chapter

Jesse WilkinsApril 16, 2009

Page 2: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Agenda

• Introduction to Enterprise 2.0

• Enterprise 2.0 technologies

• Enterprise 2.0 and the Enterprise

• Managing Enterprise 2.0 Tools Effectively

Page 3: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

INTRODUCTION TO ENTERPRISE 2.0

Page 4: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Buzzwords 2.0

• Education 2.0

• Energy 2.0

• Health 2.0

• Library 2.0

• Travel 2.0

• Retail 2.0

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Hugh McLeodhttp://www.gapingvoid.com

Page 5: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Web 2.0

• “Web 2.0 is the business revolution in the computer industry caused by the move to the internet as platform, and an attempt to understand the rules for success on that new platform. Chief among those rules is this:

Build applications that harness network effects to get better the more people use them.”

-- Tim O’Reilly, 12/10/2006

Page 6: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Web 2.0

• Source: Joining Dots

http://www.joiningdots.net

Page 7: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Office 2.0

• First described by Ismael Ghalimi in 2005

• “Use of Web 2.0

for Office 1.0 tasks.”

– Scott Deitzen, Zimbra

Page 8: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Office 2.0

• “Web-based Software-as-a-Service” (Saas) – Dion Hinchcliffe

Page 9: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Office 2.0

• “Working where you want, when you want, and being able to conduct real business.”– blognation Canada

Page 10: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Enterprise 2.0

• “Enterprise 2.0 focuses on platforms companies can buy or build to make visible the practices and outputs of their knowledge workers.”

-- Andrew McAfee, 5/2006

Page 11: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Enteprise 2.0

• “Enterprise 2.0 is the application of the Web 2.0 technology and mindset within an organization.”

--Mike Riversdale, E20 New Zealand Style, 2/2008

Page 12: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

The 2.0 meme

• It’s all about me

• And my networks

• It’s open

• Emergent

• Fast

• And always on

Source: Ray Sims’ Learning Connections blog12

Page 13: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Web 2.0 characteristics

• An approach, not a

technology

• Emergent structures

• Software as a service

• Information reuse

• Social networking

• Perpetual beta

Page 14: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

In 1900 companies generated their own power

In 2007 companies provided their own IT

Page 15: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

ENTERPRISE 2.0TECHNOLOGIES

Page 16: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Web-based email

• Many different applications available

• Provide secure web-based access to email

• Provide 1+ GB storage/user

• Allow 20, 50, 100MB

attachments

• Forward to/from other

accounts

Page 17: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Web-based office suites

• Many different applications available

• Fully-featured to fairly narrow– Generally compatible with common Office

functionality

• May default to private or public

Page 18: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Blogs

• Project updates

• Organizational updates

• Status updates

• Customer communication

• Lessons learned

• Any other one-way

communication

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Page 19: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Wikis

• Knowledge base/customer service

• Meeting agenda and minutes

• Collaborative authoring and publishing

• Proposals and presentations

• Contract negotiation

• Collect and organize

research19

Page 20: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

RSS feeds

• Subscription to updates from blogs, wikis

• Notification of system changes

• Competitive and market intelligence

• Publish organizational

updates

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Page 21: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Tags

• User-provided

metadata

• Emergent

• Folksonomy

Page 22: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Social networks

• Expertise management

• Tap unknown resources

• Contact management

• Alternative to email– That users are already

using– That allows tagging,

blogging, etc.

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Page 23: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Mashups

• Connect two or more data sources using loosely coupled connectors– Combine sales data with maps– Combine shipping and order data– Provide customers with

(non-sensitive) status monitoring

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Page 24: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Mashup - Mapdango

Page 25: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

ENTERPRISE 2.0IN THE ENTERPRISE

Page 26: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

What makes Enterprise 2.0 enterprise-y?

• Control over implementation model

• Standards support

• Security and identity

• Access to enterprise data

• Data quality

• Regulatory compliance

Page 27: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Not in our organization….

If you don’t like change, you're going to like irrelevance even less.

--Gen. Eric Shinseki

11/8/2001

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Page 28: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

The bad news

• You can’t prohibit them– There are too many

of them– They are constantly

changing– IT has other fires to fight

Page 29: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

The bad news

• They can be difficult to control– The “Shadow IT Dept”

Page 30: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Check your demographics!

Page 31: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

So which ones are right for YOUR organization?

• How transparent are you?

• Do you share?

• Which ones are

already being used?

• In other words, any of them….

Page 32: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

The good news

• Many of the most commonly used 2.0 tools already track changes, versions, etc. – Wikis– Blogs

Page 33: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

The good news

• Some tools need to be managed for efficiency rather than compliance– RSS feeds– Social bookmarking– Tags

del.icio.ussocial bookmarking

Page 34: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

The good news

• E20 tools use standard formats and interfaces

• XML, RSS

• SOAP, REST

• Open Document Format

Page 35: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

The good news

• Most of them can be secured or set up to be private– Blogs – Wikis– Social networks– RSS– Web-based office – Web-based email

Page 36: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

The good news

• There are enterprise versions of every Enterprise 2.0 application– Hosted internally– Secured access,

integrated into the

identity infrastructure– Appliance-based

Page 37: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Compliance 2.0

• Address in policies– Whether Web 2.0 solutions will be allowed– Which tools will be allowed or supported

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Page 38: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Compliance 2.0

• What type of information can be published

• Whether posts, etc. will be reviewed pre- or post-publication– The value of these tools is in making

collaboration fast and easy, not slow and bureaucratic.

Page 39: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Compliance 2.0

• Consider whether to implement versions inside the firewall

• Review SLAs with hosted providers to determine whether you can live with them

Page 40: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Compliance 2.0

• Consider add-ons that can provide required compliance functions

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Page 41: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Prohibition is not a realistic option

Neither is ignorance

Page 42: Managing Records in the Cloud Central Missouri Chapter Jesse Wilkins April 16, 2009

Questions?

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