Maggie Swearingen
Sr. Manager at Protiviti
Information Architect
Using SharePoint for 5 years
Specialize in user adoption,
taxonomy planning and
governance
• Terrible weakness for tabloid
magazines
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Linkedin.com/in/mswearingen
@mswearingen
The Next 75 Minutes
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Document
Management
ECM
But, What is Document Management?
Business Case
Search
We aren’t getting rid of our shared drives – but we want to
begin the process of moving content to team sites in
SharePoint. How do we even start?
Identify Content
Discover
Analyze
Refine
Implement
Discover
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Department Document Needs Assessment
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Analyze
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Refine
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Implement
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Document Management Maturity Model
Mature
Sophisticated
Functional
Simple
Simple
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Functional
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Sophisticated
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Document Sets
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Document Centers
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Mature
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Retention Policies
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The Great Debate
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http://technet.microsoft.com/en-us/library/ee424394(v=office.15).aspx
What is e-Discovery?
E-discovery Food for Thought
Optimize
eDiscovery Process
Execute
Configure
Plan
Discovery
CONTINUOUS IMPROVEMENT
Optional (Additional Enhancements)
Continuously improving the eDiscovery
Process eDiscovery
Run the eDiscovery Queries
eDiscovery Setup
Configure SharePoint based on Plan
Finalized eDiscovery Prototype
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Document
Outline goals, configuration parameters and sources
Understand of Needs
Interviews with stakeholders
Build out the cases
Add sources and ensure proper searching
Create a security group for eDiscovery managers
Grant permissions accordingly
Run queries
Export content in a format that is compatible with the
Electronic Discovery Reference Model standard.
Close the case
Dashboard Summary of findings
Completed eDiscovery Readiness Worksheet
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Discovery Interviews
Documented Plan (Number of case needed, naming
convention for cases, identification of sources,
communication plans, defining permissions for managing a
case, defining guidelines for creating queries, procedures for
retaining and closing cases)
A Word About Governance
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Roles & Responsibilities
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Content Review Policies
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Information Architecture Policies
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Is this a
collaboration
library?
Are we using
Check-in/Out
Is it an ‘archive’?
Why Not?
Are we using
content type
syndication to
match archived
content with live
content?
Are these content
types enabled in
multiple
sites/libraries?
Are we using them for
retention policies?
Are we using
versioning?
Then why are
you bothering
with
syndication?
Are we
using them
for
workflows?
So Where Have We Been?
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Thanks to our sponsors!
Connect. Collaborate. Share.
SharePoint Saturday Toronto
http://spbuzz.it/spstoyam
Toronto SharePoint Users Group
http://www.meetup.com/TorontoSPUG/
Toronto SharePoint Business Users Group
http://www.meetup.com/TSPBUG/
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