2. 2 C ORE L INES OF B USINESS Consulting Services Products Solutions Managed Services Neudesic started its business providing best of breed consulting services on the Microsoft Platform. As clients (our partners) began to ask us to do solve similar problems to fill the gap, Neudesic started packaging re-usable IP to save time and money. As we built trusted partnerships with our customers, we’ve extended our services to hosting and ongoing support and administration.

3. P ROBLEM S PACE Record collections grow, never shrink Difficult to find the right record Do I have the CCR Green River album?

4. P ROBLEM S PACE Records Management is Scary! Reactive Procedures Cumbersome & Painful Legally Required

5. 5

6. L IFE IN S HARE P OINT 2007 Sites & Libraries Versioning & Auditing Content Types Information Management Policies Content Organizer Records Center

8. 2010 H ORSEPOWER In Place vs. Records Center Managed Metadata Content Type HubContent Type Hub Document Sets Document ID Multi-Stage RetentionMulti-Stage Retention Scale (Tens of millions per Record Center) Remote Blob Storage eDiscovery and Holds

10. D EMO T IME

11. H OW TO BE S UCCESSFUL Identify Roles Analyze Content Record vs. Non- Record Content Types / Retention Rules Site Structure In-Place vs. Records Center Compliance & Reporting

12. W HAT E LSE ? Email –Possible if email is stored in SharePoint –Requires an extra human step…we don’t trust humans Physical –Track physical records –Digitize physical records Sites –Dispose an entire site based on retention eDiscovery needs some help…maybe

13. G OTCHAS Content Type changes must be Published Published changes are pushed out on a schedule Hub location can’t be changed (without PowerShell) Permissions (e.g. Users can modify published content types which then get overwritten) Workflow publishing must be done separately