sharepoint saturday belgium 2014 end-user adoption: the architecture to fill in, automatically, 80%...
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End-users adoption : the architecture to fill in, automatically, 80% of the Metadata
#SPSBE08
Marc Bosmans
April 26th, 2014
Thanks to our sponsors!
Gold
Silver
• Avanade
• Microsoft
• Real Dolmen
• Tobius
• Euroclear
• Umicore
• Electrabel
• Axa
• Nationale Loterij
• MOW
• Business analyst
• Solution architect
• Enterprise architect
Metadata : What we teach end-users
Label : more information
Region
Type of grapes
Year
volume
% alcohol
…
Which information?
A bottle of wine
Red wine
Document
Metadata
Document + Metadata Pagina : 4
Languedoc
sdfqdfq
00
99
…
The real world
Metadata : the real world
Pagina : 5
Pagina : 6
Pagina : 7
Which projects?
Pagina : 8
• Operational Project management
• Risk management
• Reports
• Pay contractors in time
collaboration
• Digital documents (
Pagina : 9
MOW solution with Project Server
Main Project
Sub Project
Proces
Project Portal
Document set
Project Server
Project & Resource Plans
Main Project
Sub Project
Financial subprojects
Administrative subprojects
Context
Metadata
Pagina : 10
Create Project server site from Portal
Project Server : KPMG defined processes
Pagina : 12
Processes translated to PPM templates
Pagina : 13
Metadata in portal
Pagina : 14
MOW solution with collaboration
Main Project
Sub Project
Proces
Main project workspace
Sub project
workspace
Project Portal
Document set
Project Server
Project & Resource Plans
Main Project
Sub Project
Financial subprojects
Administrative subprojects
Context
Metadata
Config. Management
Configuration lists
• Sites
• Subsites
• Content Types
• Metadata
Content Hub
Document templates
Pagina : 15
Pagina : 16
Creation site from Portal
Content types : often used approach
Pagina : 18
Content types : often used approach
Pagina : 19
Content types : Problems
Pagina : 20
Metadata related to the environment or context where it is needed
Pushed and linked locally
Pagina : 21
Content types in Tobius framework (ex.)
Pagina : 22
Generation sites: definitions content types
Pagina : 23
Main project workspace
Sub project
workspace
Config. Management
Configuration lists
• Sites
• Subsites
• Content Types
• Metadata
Content Hub
Document templates
Generation sites : 80% content
Pagina : 24
Main Project
Sub Project
Proces
Project Portal
Document set
Context
Metadata
Main project workspace
Sub project
workspace
Sync metadata from Portal
Example : Real metadata
Example : context metadata Main project
Sub project Financial project
MOW solution with digital mailroom
Main Project
Sub Project
Proces
Main project workspace
Sub project
workspace
Config. Management
Project Portal
Document set
Project Server
Project & Resource Plans
Main Project
Sub Project
Financial subprojects
Administrative subprojects
Context
Metadata
Configuration lists
• Sites
• Subsites
• Content Types
• Metadata
Content Hub
Document templates
Digital Mailroom
Incoming Post
Outgoing Post
Post Register list
IN
Scanning
/ import
Out
Pagina : 28
Digital Mailroom : concept
Pagina : 29
Digital Mailroom
Digital mail
documents
KOFAX server
Scanned + OCR
Main and Sub project sites
Document Libraries
Post register Post metadata
Link to incoming document
Link to outgoing document
Electronic Load
Documents
“to be treated”
New OUTGOING document
Project Post registerLayer 2
Metadata
Incoming
Classified Incoming document
Incoming
Outgoing
Digital mailroom concepts
Layout digital mailroom
Digital mail in project sites
EPM Solution : components
Main project
workspace
Sub Project
workspace
File
workspace
Site Collection (per MP)
Digital Mailroom
Site Collection
Project Portal
Site Collection
Sharepoint Enterprise
SQL – Database
BI Report (Pivot table)
External tools
Main Project
Sub Project
Proce
s
Project Portal
File
Project Server
Main Project
Sub Project
Financial subprojects
Administrative subprojects
Site Collection Site Collection
Pagina : 33
The Future
Pagina : 35
