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

The Next 75 Minutes

Document Management ECM

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 DiscoverAnalyzeRefineImplement

Discover

Department Document Needs Assessment

Analyze

Refine

Implement

Document Management Maturity Model Simple Functional Sophisticated Mature

Simple

Functional

Sophisticated

Document Sets

Document Centers

Mature

Retention Policies

The Great Debate

What is e-Discovery?

E-discovery Food for Thought Optimize CONTINUOUS IMPROVEMENT Continuously improving the eDiscovery Optional (Additional Enhancements) Execute Process eDiscovery Run the eDiscovery Queries Finalized eDiscovery Prototype 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 Configure eDiscovery Setup Configure SharePoint based on Plan Plan Document Outline goals, configuration parameters and sources Completed eDiscovery Readiness Worksheet 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) Discovery Understand of Needs Interviews with stakeholders eDiscovery Process

A Word About Governance

Roles & Responsibilities

Content Review Policies

Information Architecture Policies

Is this a collaboration library? Are we using Check-in/Out Is it an ‘archive’? Are we using content type syndication to match archived content with live content? Why Not? Are we using versioning? Are these content types enabled in multiple sites/libraries? Are we using them for workflows? Then why are you bothering with syndication? Are we using them for retention policies?

So Where Have We Been?

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