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ENTERPRISE CONTENT MANAGEMENT & RECORDS MANAGEMENT: SHAREPOINT 2013

Posted by Errin O'Connor on Feb, 09, 2015 10:02

SharePoint Server 2013, and its Enterprise Content Management (ECM) and/or Records Management (RM) capabilities, continues to be recognized as an enterprise platform leader and in the magic quadrant that many organizations look for when measuring the capabilities of a technology platform.ECM and RM efforts have also one of the biggest pushes for SharePoint 2013 initiatives as organizations are understanding more than ever that they need to get a true handle on their data.

This is true from not only a regulatory and compliance standpoint but also from an intellectual property and security perspective as lost knowledge is one of the most costly impacts an organization can experience in relation to their bottom line over time.

EPC Group will provide proven strategies to ensure your organization’s implementation covers ares such as:

  • Creating classification schemes and apply standard indexing terms across the organization via metadata
  • Keep it as simple as possible at the beginning to not overwhelm the project team
  • Ensure the ECM / RM team works closely with IT at all times for both capacity and overall infrastructure planning
  • Always focus your approach around scalability as the system will grow and this must be a core part of your overall SharePoint roadmap
  • Identify the organization’s current retention schedule or any related development of a new or updated retention schedule
  • EPC Group will work closely with your companies IT security (InfoSec) teams as well as key SharePoint team members to define the overall approach to Active Directory (AD) and SharePoint security groups and related policies.

RECORDS MANAGEMENT & SHAREPOINT 2013

Records management initiatives can be successful accomplished by following EPC Group’s framework of defined guidelines and principles driven by compliance, collaboration, associated cost, and business continuity. It is key that the initiative has executive buy-in to both promote and enforce the overall records management initiative.

  • Records Management Strategies in Building Your Core Team
  • The Strategic Approach for Implementing Your Records Management Initiative
  • Determine Your Organizations File Plan
  • Asking core underlying questions such as, “Where are records stored,” “How best can the defined retention periods be applied to records,” “How best can they continually communicate with the individuals responsible for updating and maintaining the content within various types of records.”

CORE METADATA AND INFORMATION ARCHITECTURE DESIGN

Metadata in SharePoint 2013 is applied to content via an associated a content type with a list or library, workflows, site templates, apps, and information management policies.

EPC Group will guide your organization’s enterprise content management (ECM) or records management initiative (RM) to ensure a defined set of core custom content types are applied and SharePoint 2013’s native features such as the content type hub, management metadata service and related capabilities are implemented right the very first time.

EPC Group’s strategy will allow you to associate information management policies to your SharePoint sites and site collections which will play a key role in enforcing SharePoint governance.

  • Enterprise Metadata Management
  • Taxonomy | Folksonomy | Ontology
  • Content Type | Content Type Hub | Content Organizer, Content Type Syndication
  • Managed Metadata Service (MMS)
  • Term Store, Term Set, and Term Management

EPC Group’s Nationally Recognized Practice Areas

EPC Group leading Custom Application DevelopmentSharePointOffice 365Infrastructure Design and Business Intelligence Practice areas continue to lead the way in providing our clients with the most up-to-date and relevant information that is tailored to their individual business and functional needs.

Additional “From the Consulting Trenches” strategies and methodologies are covered in EPC Group’s new book, “SharePoint 2013 Field Guide: Advice from the Consulting Trenches” covering not only SharePoint 2013, Office 365 and SharePoint Online but Information Management, ECM\RM and overall compliance strategies in this ever changing world of “Hybrid IT.”

Let's Get to Work Together!

Talk to our Microsoft Gold Certified Consultants

Contact EPC Group

Call for help:

(888) 381-9725

Email Us:

[email protected]

Head Office:

4900 Woodway Drive - Suite 830 Houston, Texas 77056

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<div class='gf_browser_chrome gform_wrapper gform_legacy_markup_wrapper' id='gform_wrapper_50' > <div class='gform_heading'> <h3 class="gform_title">Subscriber - Downloadables - Understand Azure Digital Twins</h3> <span class='gform_description'></span> </div><form method='post' enctype='multipart/form-data' id='gform_50' action='/enterprise-content-management-record-management/' ><div class='gf_invisible ginput_recaptchav3' data-sitekey='6LeGGqIgAAAAACeaWDr0LrEXPuk3w3j9nILrHaSZ' data-tabindex='0'><input id="input_51b35b8322cbea00fdb063db81305b64" class="gfield_recaptcha_response" type="hidden" name="input_51b35b8322cbea00fdb063db81305b64" value=""/></div> <div class='gform_body gform-body'><ul id='gform_fields_50' class='gform_fields top_label form_sublabel_below description_below'><li id="field_50_7" class="gfield gfield--width-full gform_hidden field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_50_7"><div class='ginput_container ginput_container_text'><input name='input_7' id='input_50_7' type='hidden' class='gform_hidden' aria-invalid="false" value='https://www.epcgroup.net/enterprise-content-management-record-management/' /></div></li><li id="field_50_4" class="gfield gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_50_4"> <div class="description_data"> <p class="dp_one">Subscribe to our newsletter and get this downloadable content <strong> for free<strong>.</p> </div></li><li id="field_50_8" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_50_8"><label class='gfield_label' for='input_50_8' >Full Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_text'><input name='input_8' id='input_50_8' type='text' value='' class='large' placeholder='Full Name*' aria-required="true" aria-invalid="false" /> </div></li><li id="field_50_2" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_50_2"><label class='gfield_label' for='input_50_2' >Email Address<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_email'> <input name='input_2' id='input_50_2' type='text' value='' class='medium' placeholder='Enter Your Valid Email Address*' aria-required="true" aria-invalid="false" aria-describedby="gfield_description_50_2" /> </div><div class='gfield_description' id='gfield_description_50_2'>Please enter your correct email address. You will receive an email to download the PDF.</div></li><li id="field_50_5" class="gfield gfield_html gfield_html_formatted field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_50_5"><div class="note_description"><p><i><strong>NOTE: </strong>We will never send you spam or pass on your email address to any third party. You may choose to opt-out at any time.</i></p></div></li></ul></div> <div class='gform_footer top_label'> <input type='submit' id='gform_submit_button_50' class='gform_button button' value='Subscribe &amp; Download' onclick='if(window["gf_submitting_50"]){return false;} window["gf_submitting_50"]=true; ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_50"]){return false;} window["gf_submitting_50"]=true; jQuery("#gform_50").trigger("submit",[true]); }' /> <input type='hidden' class='gform_hidden' name='is_submit_50' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='50' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_50' value='WyJbXSIsIjEwNTJhNGVmMWMyNzI3YTJmMjdiZTA1NjU4ZDMzYzY3Il0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_50' id='gform_target_page_number_50' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_50' id='gform_source_page_number_50' value='1' /> <input type='hidden' name='gform_field_values' value='' /> </div> </form> </div>
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