sharepoint 2010 for document compliance

Introduction to SharePoint 2010 for

Document Compliance, Management and Automation

Slide # Enabling Intelligent Enterprises

Niraj Tenany – President and CEO, Netwoven, Inc.

• Formerly Microsoft Consulting Services Head of Enterprise Applications Practice

• Frequent speaker in Enterprise Content Management and Search events

• Works with Fortune 1000 companies to define and implement ECM, BI, Business Process Automation, and Search strategies


Netwoven Background

Founded in 2001 by former Microsoft executives

Top talent from industry Firm leadership comprised of Microsoft, Accenture, Oracle and Intel talent

Former senior executive of Wipro, Infosys, McKinsey on our board

US headquartered company with development center in India

Save the Children


Key Solution Areas Solution Area Description

Out-Tasking with SharePoint SharePoint managed services with L1, L2 and L3 support

SharePoint 2010 Upgrade Upgrade intranet, extranet or internet sites

Social Business Networking with SharePoint

Build communities with SharePoint

Document Management with SharePoint Develop or Migration document management systems to SharePoint

Business Intelligence with SharePoint Develop reports, dashboards and map based drill downs with SharePoint

Portal and Collaboration with SharePoint Developing intranet and collaboration sites using SharePoint

Web Content Management with SharePoint Develop intranet and extranet sites using SharePoint

Custom Development with SharePoint Workflow and other custom development with SharePoint 2010

Employee Portals, Customer Portals Develop Employee and customer portals integrated with FAST Search


Key Facts

• In 2010 alone we generated enough digital information worldwide to fill a stack of DVDs reaching from the earth to the moon and back. That's about 1.2 Zettabytes, or more than a trillion gigabytes - a 50% increase over 2009.

• It is estimated that from 2011 on, the amount of data produced globally will double every 2 years.

• Every 2 days we generate more data than we did from the dawn of time through 2003

• Worldwide volume of data is growing at 59% per year

• Between 75% to 85% of data is unstructured

• Time spent searching for information averages 8.8 hours per week for a cost of $14,209 per worker per year

Source: IDC


Business Needs

• Improved Compliance

• Tighter Security

• Document Life Cycle Management

• Automation

• Findability


What do we mean when we use the term “Document”?


Document Management Framework

Document Type Spectrum

Narrative Transactional

Characteristics

Narrative

• Common characteristics include Table of Contents, links and Navigational aids

Transactional

• Common characteristics include E-Forms


Document Management Framework – Narrative Documents

Published

Documents

Collaborative Documents

Published Documents

• Large number of readers

• Few Authors

• Well Defined Life Cycle

• Smaller percentage compared to the collaborative documents


• Approximately equal number of readers and authors

• Very high volume

• Different Life Cycle and longevity


Document Management Framework – Narrative Documents


Published Controlled Documents

Published Non

Controlled Documents

Records

Taxonomy A

Taxonomy B

Taxonomy C

Taxonomy D

Narrative Documents


Key Components for Compliance, Management and Automation

• Storage

• Taxonomy

• Security

• Lifecycle

• Template Management

• Task Management

• Delegation

• Reporting

• Approval Processes

• eSignature

• Version Management

• Search


Winning Combination

• SharePoint 2010

• K2 Blackpearl

• Adlib

• FAST Search

• Taxonomy Management Tool


Enterprise Metadata

and Content Types

Source: Microsoft

SharePoint Scenarios


Team Site

Source: Microsoft


Managed Library

Source: Microsoft


Repository / Archive

Source: Microsoft


Massive / Distributed Archive

Source: Microsoft


SharePoint 2010 Document Mgt. Features

• Managed Metadata Service – SharePoint 2010 Centralized Taxonomy Service Application.

• Hub - A site collection designated as a ‟source” from which we share content types through out the enterprise

• Content Type Syndication - Publishing, sharing, pushing one or more content types across site collection, Web App, and farm boundaries

• Term Store - DB that contains one or more taxonomies available as a ‟Shared Service”

Source: Microsoft


SharePoint 2010 Document Management Features

• Use of Term Store and Managed Metadata service allows for centrally managed Term Sets and Content Types

• Governance allows for splitting the roles of Taxonomist and SharePoint Administrator

• Multi-Lingual Term Sets with Synonyms and Abbreviations

• Folksonomy (Keywords, Tags and Ratings)

• Managed Metadata Columns in Faceted Search

• Taxonomy Navigation in Tree View

• Hierarchical Term Sets and Filtering


Contacts

• Niraj Tenany [email protected]

• Angira Dey [email protected]

• Rashi Bajaj [email protected]

mailto:[email protected]



sharepoint 2010 for document compliance

Business

term document

document compliance

sharepoint workflow

microsoft slide

winning combination

managed term sets

searchstrategies slide

idc slide