MER 2010: Pre-Conference Tutorial Details

SharePoint has become a strategic platform for team sites, portals, and enterprise-wide content and records management (ECM/RM).  This interactive session will address key capabilities of SharePoint, including SharePoint 2010, and explore critical electronic records management (ERM), IT, and Legal implications and issues.  Topics include organizational readiness, enterprise frameworks, lifecycles, policies/rules, content governance and retention, migration, and sustainability – with best practices derived from real-world SharePoint projects. The session will also include demonstrations of SharePoint 2010 for collaboration and ECM/RM utilizing a case study organization called ‘Latham Ltd.’

 

This seminar will define the essential elements you will need to understand the implications of SharePoint and help you stay ‘ahead of the curve’ to ensure the most benefit for your organization. As we explore each element, we will engage participants in active conversations about their own experience, concerns, and successes. At the end of the day, you will have structured ‘takeaways’ as well as an opportunity for further networking with your colleagues during the MER conference.

Join us as we explore

1. Getting Started – Understanding the opportunities and challenges of SharePoint
   • The role of SharePoint and complementary solutions for collaboration and enterprise content and records management (ECM/RM)
   • Key capabilities SharePoint 2010 demonstration
   • Meeting legal/regulatory, compliance and operational needs
   • Preparing for SharePoint challenges: e.g., site sprawl and RIM policy implications of SharePoint capabilities.
   • Organizational priorities and readiness assessment
2. Laying the Foundation for SharePoint collaboration and ECM/RM – SharePoint structural core and guiding principles
   • The role of enterprise policy and control standards Enterprise frameworks and cross-functional design model (Business Units, RM, Legal, IT) implications and issues
   • Definition of an Information Lifecycle Model including policies and business rules
   • Definition of an enterprise Usage Model including interfaces and operating standards
3. Establishing a Governance Framework – SharePoint content controls and environment management
   • The importance of enterprise policy and usage governance for SharePoint
   • Key capabilities SharePoint 2010 demonstration
   • Definition of a Content Governance Plan for classification, content type and metadata management, retention assignment, and disposition
   • Definition of a Site Governance Plan for site development, provisioning, and support
   • Mapping lifecycles and content governance to a site hierarchy
4. SharePoint Strategy and Planning – SharePoint requirements and implementation/deployment plan
   • Roadmap and project portfolio including prioritization and sequencing
   • Implementation Plan including conversion and migration
   • Training and Change Management Plan for long term sustainability
5. Best Practices – Summary of best practices derived from real-world SharePoint projects 

Audience

• Directors and above in IT, RM and General Counsel including information security officers,
• Records managers tasked with planning and deploying enterprise RM solutions for both documents and e-mail, and
• IT professionals seeking to deploy SharePoint

Takeaways

• Results from Organizational Priorities and Readiness Assessment,
• SharePoint Enterprise Framework Component Model,
• Sample Information Lifecycle Model and Rules,
• Sample Enterprise Usage Model,
• Sample Content Governance and Site Governance Plan,
• SharePoint Master Site and Auto-Provisioning Model,
• Sample Roadmap and Implementation Plan, and
• Summary of SharePoint Content Governance Best Practices