1. Maggie Swearingen

2. Sr. Manager at Protiviti Information Architect Using SharePoint for 5 years Specialize in user adoption, taxonomy planning and governance Terrible weakness for tabloid magazines Linkedin.com/in/mswearingen @mswearingen

3. The Next 75 Minutes

5. Document Management ECM

7. Business Case Search

8. 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?

9. Identify Content DiscoverAnalyzeRefineImplement

10. Discover

11. Department Document Needs Assessment

12. Analyze

13. Refine

14. Implement

15. Document Management Maturity Model Simple Functional Sophisticated Mature

16. Simple

17. Functional

18. Sophisticated

19. Document Sets

20. Document Centers

21. Mature

22. Retention Policies

23. The Great Debate http://technet.microsoft.com/en-us/library/ee424394(v=office.15).aspx

24. What is e-Discovery?

25. 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

26. A Word About Governance

27. Roles & Responsibilities

28. Content Review Policies

29. Information Architecture Policies

30. 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?

31. So Where Have We Been?

32. Thanks to our sponsors!

33. Connect. Collaborate. Share. Toronto SharePoint Users Group http://www.meetup.com/TorontoSPUG/ Toronto SharePoint Business Users Group http://www.meetup.com/TSPBUG/ SharePoint Saturday Toronto http://spbuzz.it/spstoyam