Learn best practices for sharing and managing information on the SharePoint platform.

SharePoint has become one of Microsoft’s fastest-selling products of all time, but a successful implementation requires a strategy and structure for how to share and manage information. Microsoft provides technical training on SharePoint, and AIIM provides you with an excellent understanding of global best practices for sharing and managing information with the SharePoint platform. Get the real story about what's possible with SharePoint 2010, and learn about solutions that complement SharePoint.

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Attendees will get access to supporting online course modules and the exam for 6 months, and be awarded the SharePoint Practitioner designation after passing the online exam.

SharePoint is used across government agencies for many purposes and houses a range of electronic information. Management of this data is vital to protecting and interfacing with the American public. Effective management of data housed in SharePoint requires strong information governance. The journey to develop information governance for SharePoint begins with an understanding of the software, its full range of capabilities and features, as well as the current enterprise environment. At the FBI, the governance plan also required differentiation between past and current versions of the software and understanding different site types and uses. The formation of a governance team comprised of diverse stakeholders, including legal, IT, RIM, IT security, and ediscovery professionals is an essential first step. The development of the governance plan and required documents, including the charter, is critical. Additionally, implementing records and information management within the SharePoint environment requires integration of a vision across people, processes, technology, and policies of diverse stakeholders and for the final acceptance of end users. Collaboration with other agencies and coordination with stakeholders are integral components of the plan. Planning for an overall framework includes gap analysis, establishing rules, content types, security, and retention policies. Finally, governance must include a roll out plan to ensure that SharePoint governance is effectively applied across the organization.

Learn how Rabobank is a key player in the New Way of Working. Their new central building is a gigantic, flexible workplace where hierarchy and status has been put aside. The new workplace is all about providing the best way to interact and to get to information, transactions, and resources. 40,000 employees work on an infrastructure that is migrating from SharePoint 2007 to SharePoint 2010. Knowledge sharing and virtual collaboration are key in a company (a cooperative bank with 140 local banks) that has a decentralized structure. The system supports the local bank employees based on their role, context, and preferences. Combined with taxonomies and metadata, employees can efficiently search and find information they need. Employees are empowered to achieve excellence and can choose location, media, and device to get the job done.

Microsoft SharePoint has seen grassroots adoption in many industries due to its power and simplicity and tighter integration with the Microsoft suite of products. While SharePoint empowers end users with the ability to collaborate and to manage content, it also makes it easy for any enterprise implementation to quickly turn into chaos if there are no proper controls or governance mechanisms in place. An AIIM survey in 2010 on SharePoint reported that “governance is sadly lacking in the majority of installations, with little thought being given to e-discovery, retention policies, and most of all, classification schemes and metadata standards.” Without proper governance, it is easy for SharePoint sites to become glorified shared drives or disorganized repositories yielding very little business value. We believe that governance is key to the successful implementation of SharePoint to yield business value. SharePoint governance must include the set of policies, processes, organizational constructs, roles, and responsibilities that are required to guide, direct, and control how SharePoint capabilities are used to accomplish business goals. As part of its SharePoint 2010 launch, Microsoft introduced a Governance Model, which we believe doesn’t fully address the needs of an enterprise. We believe that the Microsoft model is incomplete in many respects, especially around application management, business support and services, and stakeholder management. For example, the Microsoft model doesn’t address processes such as demand management, release management, etc., which are key to managing demand and deploying applications and/or sites. Based on our own experiences as well as industry best practices, we have developed a more comprehensive governance framework for SharePoint addressing many of the gaps in the Microsoft model. We believe that our framework along with implementation of ITIL processes would enable organizations to stand up SharePoint as a service providing the right balance between user empowerment and IT controls. The session will not only cover “what” are the governance standards and guidelines, but also provide insights on “how” governance can be implemented and managed including organizational model, processes, roles, and responsibilities.

Many companies who are using SharePoint are looking at how they can best maximize their investment. This talk will examine the social, sharing, and search features provided by SharePoint 2010. We will take a deep dive at how you can customize what comes out-of-the-box to create a customized solution that meets your company's business needs and embraces your culture. Specifically, we will examine use cases for social profiles, video usage, articles with rich media, activity streams, and how to find all of this information using enterprise search. We will show real-world examples of companies who are gaining significant benefits to their business, employee engagement, and culture by creating thoughtful and innovative SharePoint solutions that meet their employees' needs. Come see and hear about what leading-edge companies are achieving with their solutions!

As more companies are realizing the benefits of collaboration, those that refuse to adapt are at the beginning of their long decline. Today, A&P has 114 locations and is in bankruptcy. It once had over 16,000 locations and was the largest business chain in the world. A&P failed to adapt to changes in the consumer world and lost its market share. The changes in consumer behaviour caused by social business threaten today's companies with extinction should they fail to adapt. Don't be A&P. Discover an evaluation model for businesses in the social business era. Learn about different forms of collaboration and how to take advantage of them for your business’ benefit. The session will conclude with a discussion of a future shaped by social business and how employee and consumer habits will change - and how to take advantage of those changes.

Traditional records management has resulted in 5-10% of enterprise content being managed under policy. The remaining content is stored in non-obtrusive platforms, such as shared drives, email, SharePoint sites, wikis, etc. Something new is happening in records management that has nothing to do with specific features or functionality. Records Management 2.0 leverages new concepts, capabilities, and a viral platform (SharePoint) to achieve unobtrusive, transparent content governance and compliance and become the platform that provides organizations with the opportunity to manage 80-90% of enterprise content under policy. This is a paradigm shift for traditional CRMs and enterprises alike. It gives organizations the opportunity to establish a game-changing platform for content governance in a multi-repository context and enables records management to establish broader corporate relevance and value.

Doug will spin through his view of how we can grab hold of all this information and turn it around to productive advantage. Using results from a number of recent surveys carried out across the AIIM community, Doug will highlight the reported benefits and ROIs that confirm where the payback comes from investments in capture, content management, records management, mobile apps, and social business. If you need to make a business case for any of these applications, the answers are here – including how many organizations implemented SharePoint or social without ever making a business case!

Will today's digitally created knowledge have meaning beyond our own human lifespans? How will generations in the future piece together our lives, worries, hopes, and dreams when so much of it exists only in bits and bytes? And as software increasingly runs the machinery, processors and sensors that monitor our public and commercial infrastructure, what are we doing to preserve and protect these essential electronic systems? Future-proofing? Digital preservation? What is our plan as content and information professionals to protect and preserve our digital heritage?

Greg will discuss the necessity for project managers (PMs) and organizations to understand the impact of implementing a feature-rich technology such as SharePoint throughout their organizations. SharePoint implementations present challenges for PMs due to the need to address the complex organizational change elements, as well as the technical requirements. SharePoint provides organizations with hundreds of features out-of-the-box: from collaboration to enterprise content management, from document management to business intelligence. He will discuss how some State if California Departments have successfully improved their operations using SharePoint and project management techniques.

Greg will provide best practices that will increase the probability of success; offer recommendations on how to ensure the implementation is not only a technical success, but also an organizational victory; and discuss the key issues associated with SharePoint implementations.