Enterprise Content Management with Microsoft SharePoint


Book description

In this book, you will learn why Enterprise Content Management (ECM) is important and how it can be implemented utilizing the SharePoint platform. When you have completed reading the book, you will have the comfort level to know how to implement ECM inside of SharePoint and to understand why you are doing it. This will also help you bridge the gaps in communication between technology and business needs that
exist in most organizations. As you read the book, you will find that there is more emphasis placed on ECM principles than there is on SharePoint 2013. This is intentional, because as you will soon
learn, trying to achieve ECM by simply turning on and configuring SharePoint features is completely the wrong approach. Until you fully understand ECM, you don’t stand a chance of making SharePoint’s features useful to deploy an ECM solution. Our research, and more importantly, our practical experience have shown that the difference between successful ECM projects and disasters always points to a people or planning problem. Very often, business users are demanding an ECM solution and expect IT departments to implement it. Without a clear understanding of why they are implementing an ECM solution, IT takes the approach of setting up a SharePoint farm, enabling most, if not all, available features, and leaving the rest to the user. Or, it’s taken one step further, and they attempt to configure content management functionality such as versioning and managed metadata, without the guidance from the knowledge workers. This is the definition of “knowing enough to be dangerous.” This results in a SharePoint farm configured, standard features enabled, and users given access. Left to their own devices, users will often blame IT for not seeing what they are looking for, and IT will be stuck without a clue about where to make changes.
Let’s hope that at this point the organization gets a clue and does a reset on the project. If not, one of two things can happen: first, the users will not use the system and default to what they did before, and in a year the deployment will be chalked up to failure; or second, the system does get adopted but in a rapid way that mirrors all the mistakes that occur from the use of shared network drives. This is called SharePoint sprawl and results in site proliferation and/or the webification of already poorly managed shared drives. The catalyst for these problems is a language gap between IT and business users. When an outside ECM consultant asks you to do an inventory of how knowledge xii workers operate within your organization, it seems like a mundane and overtly simple question.
However, interestingly enough, when you approach a knowledge worker, requesting a complete description of how they do their job, often the results are a trickle of ideas about the particular tasks a knowledge worker completes in a day, but not really how they are executed. When tasks become routine, their details disappear. This vanishing act results in oversimplification on the part of the knowledge workers of what it takes to manage these tasks. The result is that the IT team has no clearer picture of how content is consumed in the organization than the knowledge workers do, yet everyone’s expectations for automation are extremely high. It is comforting to know that there are very few aspects of ECM that can’t be automated, streamlined, and improved with SharePoint 2013. But until an organization knows how the technology fits into their specific modes of operation, it’s impossible to go from zero to a successful SharePoint ECM solution. We are suggesting that planning is the key ingredient to get right early on in ECM
projects. But planning usually fails. This is most often because organizations are too nearsighted to do it, because the wrong people are asked to implement ECM, and because the communication between the users and implementers is poor.

Book content

  1. Chapter 1. ECM Defined
  2. Chapter 2. ECM Stack: Content In
  3. Chapter 3. ECM Stack: Content Control
  4. Chapter 4. Cases in Point
  5. Chapter 5. Building an ECM Team
  6. Chapter 6. User Adoption
  7. Chapter 7. ECM Planning Guide
  8. Chapter 8. Records Management
  9. Chapter 9. eDiscovery
  10. Chapter 10. Extending SharePoint 2013 ECM Solutions
  11. Chapter 11. Tools and Final Thoughts

About Author

Chris Riley, is a recognized industry expert in ECM, SharePoint, Big Data, and Cloud. He has 15 years of experience in the ECM arena. He holds the following certifications from AIIM, the enterprise content management (ECM) trade organization: “Enterprise Content Management Practitioner (ECMp),” “Information, Organization, and Access Practitioner (IOAp),” and “Capture”. Chris is a sought after speaker and educator throughout the content gathering and delivery space.

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