1. ECM Consulting
SharePoint | Collabware | Office 365

2. Save Money and Improve Compliance by Standardizing on SharePoint for ECM

3. About me Michael Schweitzer
Principal Consultant and Founder of Gravity Union
Collabware MVP

4. ECM is hard!

5. Based on 20 years of industry data, we can say that nearly 50 percent of all ECM programs fail just from a technology perspective. And of the 50 percent that succeed, half of those fail to really provide value to the business
Lane Severson (CMS Wire)

11. Things are worse in Calgary! 
Less public scrutiny (direct accountability)
Unlimited funds (well.. a couple of years ago)
Companies have multiple platforms (through acquisition and divestiture)
Highly regulated (indirect accountability)

12. A Real Conversation….. How much has the platform cost you?
6 M the first year and 2 M per year after that, so about 12
How many records are in the system?
Zero

13. Adoption is the problem

14. What’s the answer?

15. Programs that succeed are the ones that build good relationships with the business, take the time to understand the value chain and then build applications that the business perceives as valuable.
Lane Severson (CMS Wire)

16. Systems are born on a scale
SharePoint
Most Everyone Else
3rd party add-ons
Modules
Collaboration
Compliance

18. It must be awkward for Microsoft, having a product out there that people use too much and too often;
Scott Robinson (Tech Republic)

20. SharePoint works!

21. Declaration

22. Classification

23. Why isn’t Everyone using SharePoint for ECM?

24. Why aren’t we all SharePoint ECM-ing?
It is an increasing trend
Some of us are integrating
Checkboxes on an RFP response (the way the market wants to buy)
Records’ Manager market perception of SharePoint as an RM platform
Perception that it needs to many add-ons
What our friends are doing
Intellectual honesty
The long duration of projects
Careers

25. Don’t integrate multiple ECM platforms
Seldom successful
It’s expensive! (licensing for multiple platforms, connector licensing, consulting, infrastructure) – more than SharePoint + add-ons
It limits the business value, adoption and compliance
Funds are directed to integration efforts instead of business solutions
Not all aspects integrate (paring down of functionality)
Increases risk
Takes longer to implement
Multiple document locations

26. The way the market wants to buy is wrong
The market thinks the platform should do everything
Not realistic
Not necessarily the best solution
Highly focussed companies that specialize and invest vs companies that are just trying to complete checkboxes
Dose it even exist?
White labeled (maybe stuck with an older version)
Purchased (lack of future investment)
Too simple (built something simple to meet a requirement\check box)
Still add extra cost

30. Market is full of great add-ons

41. ?

42. Office 365
SharePoint (and Office 365) offers a platform that improves adoption with the least amount of overall friction
Microsoft is adding more compliance based functionality
Market is answering with office 365 focussed add-ons to complete the needs around compliance
Automation will be more important since content will live all over the place

44. In closing
Microsoft is conintually making it even easier to collaborate and derive business value
A wide variety of sophisticated and high value add-ons that turn it into a compliant ECM\RM solution to meet your compliance needs

45. Thanks to Our Sponsors!

46. Sponsors
CalSPOUG

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48. Housekeeping Join us for SharePint, Networking and Expo
Time: 3:05pm - 6:00pm
Complimentary appetizers and cash bar

49. ECM Consulting
SharePoint | Collabware | Office 365