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Learn How to Implement SharePoint to Manage Content
Presented by Bob Larrivee, DirectorAIIM Learning Center
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
37% of organizations consider SharePoint to be their first significant implementation of ECM◦ 52% of small organizations are first-timers◦ 41% using ECM or ERM have set SharePoint as a collaboration tool
Retaining their existing system for document and records management
Source: AIIM Industry Watch - SharePoint-strategies and experiences.
Organizations Turn to SharePoint
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
44% of respondents rolled out SharePoint across 10 or more geographical sites◦ 14% covering over 100 geographical sites with1/3 of installations
spanning more than one country 45% use SharePoint for collaboration between
project partners◦ 18% use it to interact with customers
Source: AIIM Industry Watch - SharePoint-strategies and experiences
Organizations Turn to SharePoint
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
Little thought given◦ Governance◦ eDiscovery◦ Taxonomy◦ Metadata
Source: AIIM Industry Watch - SharePoint-strategies and experiences
Something is Still Missing
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
Organizational Information◦ Content Management◦ Records Management
Ways of Working◦ Process Management◦ Change Management
The Future◦ Continuous Improvement
SharePoint Must Support
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
"There is so much heat and so little light out there about exactly what SharePoint does and how it does it. We hear from many SharePoint users who thought they were buying an application (i.e., process automation ready to roll right out of the box), only to find they were really buying a platform (i.e., a powerful ECM platform, but requiring customization and integration). There is a critical need for SharePoint implementation best practices so that users can make platform decisions with the 'lights on.'" – John Mancini, President of AIIM
The Need for Best Practices
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
Do you have an established taxonomic structure? What is your metadata strategy? Is security aligned with your information
architecture?◦ For managing both physical and electronic information?
When did you last assess your recovery plan?◦ Have you identified and addressed vital records recovery?
Are your retention policies in line with regulatory guidelines at all levels?◦ (Multi-national companies will have varying requirements.
Questions to Ask
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
The AIIM SharePoint Certificate Program - developed with Gimmal Group - is designed from global best practices among our 65,000 strong community
Skill sets and best practices are identified by Education Advisory Groups in North America and Europe
Microsoft reviewed the program to ensure accuracy when describing possibilities with SharePoint 2010
The Place to Learn is AIIMDon't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master.
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
Program Structure
SharePointPractitioner
SharePointSpecialist
SharePointStrategy Case Study
Why? What? How? Use?
The Practitioner and Specialist programs are available as both online and classroom courses
The Strategy and Master programs are only available as classroom courses
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
SharePoint PractitionerProduct
Core Capabilities
Components and Parts
Architecture
Governance
Site Provisioning
Admin and Maintenance
Content Types
Classification
Search
Workflow
Communities
Records CenterDocument LibrariesImaging & Capture
Report ManagementForms DesignWCM / Sites
Workflow and BPMEmail Management
SharePoint and Microsoft Office
Integration
Design Elements InfrastructureFunction
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
SharePoint Specialist
Strategy
Test, Train, Sustain
Change Management
Migration
Implement SustainTransitionAssess
Customization
Integration
Business Case Governance
Documenting Requirements
Records Management
Information Gathering
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
Includes◦ SharePoint Practitioner◦ SharePoint Specialist◦ Practical Case Application◦ 24/7 access to online Practitioner and Specialist materials
SharePoint Master
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
Online at www.aiim.org/sp◦ Practitioner and Specialist
24/7 Access
◦ Master Instructor-led Classrooms
Schedules and international locations found at www.aiim.org/sp
Course Availability
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
"Often I have watched enterprises use chaos and complexity theory for the deployment of their SharePoint applications. The goal seems to be throw it out there, see if it sticks, and if it does, then let it self-organize. This may work very well for certain microbial colonies or ant colonies, but humans need guidance and direction. The new AIIM SharePoint Certificate Program provides the vision and roadmap to organize a SharePoint deployment around total efficacy. Without a knowledge of both best and worst practices, a SP administrator or project manager would have to spend months, possibly years trying to figure out a workable and successful strategy. This new program shortens the critical learning cycle and increases the immediate business value proposition for the enterprises in using SharePoint.”
What Others are Saying
Michael Sutton, PhD., Assoc. Professor of Knowledge Mobilization Bill and Vieve Gore School of Business, Westminster College, Salt Lake City, UT
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
Join the Growing AIIM Community of Experts◦ Become a SharePoint Practitioner, Specialist or Master
Understand market trends and opportunities Identify and demonstrate the business benefits of starting new projects Ensure progress by linking business strategy with a new vision and ways
of working Understand global best practices for managing information assets
Be recognized as an industry expert!
Be an AIIM Designated SharePoint Practitioner, Specialist or Master!
Your Time to Act
SharePoint is a Registered Trademark of Microsoft
Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp
Visit aiim.org/sp ◦ To locate a classroom course near you◦ Sign up for an online course – available 24-7 for 6 months◦ Ask AIIM can deliver an in-house class for your organization by
emailing [email protected]
Questions?