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Leverage the Power of SharePoint with Cloud
Solutions

A Framework for Enterprise Content Management

Carl Frappaolo, Information Architected
Jeff Piper, SpringCM




息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Todays Speakers




     Carl Frappaolo, Co-                      Jeff Piper, VP of Services, SpringCM
Founder, Information Architected

cf@informationarchitected.com                        jpiper@springcm.com
  Facebook: Carl Frappaolo                    LinkedIn: linkedin.com/in/jeffreypiper
   Twitter: @carlfrappaolo                             Twitter: @springcm


   息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Presented by:        Defining A Strategy for           In association with:

                      Enterprise Content
                      Management (ECM)




          Access &                                Security &
        Collaboration                            Compliance


                                ECM
                             Carl Frappaolo
                Principal, Information Architected, Inc.
Presented by:       Defining A Strategy for      In association with:

                     Enterprise Content
                     Management (ECM)

                DEFINING ECM
  Create/                                   Archival &
                 Store   Control   Access
  Capture                                   Destruction



     The leveraging of methods, processes and tools to
     manage electronic business content throughout its
      lifecycle, in order to minimize associated risk and
                   increase associated value.
Presented by:              Defining A Strategy for                             In association with:

                            Enterprise Content
                            Management (ECM)

                Control                                             Collaborate &
                & Secure                                                 Innovate
                           Information Architecture / Sourcing Strategy

                BPM/                Portal/Web                       Visualization
                                                          Search
                Workflow
                                                    Taxonomy
                Authentication       IRM/ERM                         Collaboration
                                                    Facets

                                   Contextual        Content         Social Network
                ID Extraction
                                   Filtering         Analytics       Analysis

                Records             DAM              Document        Content
                Management                                           Management
                                                     Management
                                      Meta Data Management
                E-mail IM        MultiMedia      Shared       Web/html    Data/tags
                                                 Drives
Presented by:      Defining A Strategy for                              In association with:

                    Enterprise Content
                    Management (ECM)
                The Overall Game Plan




                                   4
                             Source: http://mike2.openmethodology.org
Presented by:       Defining A Strategy for                                                                                                                                                                                        In association with:

                     Enterprise Content
                     Management (ECM)
am
                      Sponsor/
                                                                                                                                     Users                                                                                                            IT
                    Stakeholders
                                                         Name                                                                                           Name                                                                                          Name
                                                         Title                                                                                          Title                                                                                         Title




          Study     Name
                    Title
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                                                                 Name                                                                                           Name                                                                                          Name
                                                                 Title                                                                                          Title                                                                                         Title




           Pilot            Name
                            Title
                                               Name
                                               Title
                                                                                    Name
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                                                                    Name                                                                                           Name                                                                                          Name
                                                                    Title                                                                                          Title                                                                                         Title




       Enterprise              Name
                               Title
                                                 Name
                                                 Title
                                                                                       Name
                                                                                       Title
                                                                                                          Name
                                                                                                          Title
                                                                                                                             Name
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Presented by:   Defining A Strategy for   In association with:

                 Enterprise Content
                 Management (ECM)


     Critical Success Factors (CSFs)
       Very Specific Business Drivers or
        Objectives for the Project
       Defined by Key Performance
        Indicators
Presented by:     Defining A Strategy for In association with:
                    Enterprise Content
                   Management (ECM)
           Techniques for Business Development

                Process               Content Audits
                Mapping

                                             Surveys
                   Interviews
Presented by:   Defining A Strategy for           In association with:

                 Enterprise Content
                 Management (ECM)

                Gap Analysis
                   Outcomes/CSFs




                                       Future
                     ECM (et. al.)

                          Gap




                                        Current
                   Outcomes/CSFs


                 Processes and Tools
Presented by:    Defining A Strategy for   In association with:

                   Enterprise Content
                   Management (ECM)
                Prioritise Requirements
 MoSCOW
 Mo  Must have
 S - Should have
 CO  COuld have
 W - Would have, if
Presented by:              Defining A Strategy for                             In association with:

                            Enterprise Content
                            Management (ECM)

                Control                                             Collaborate &
                & Secure                                                 Innovate
                           Information Architecture / Sourcing Strategy

                BPM/                Portal/Web                       Visualization
                                                          Search




                                          ?
                Workflow
                                                    Taxonomy
                Authentication       IRM/ERM                         Collaboration
                                                    Facets

                                   Contextual        Content         Social Network
                ID Extraction
                                   Filtering         Analytics       Analysis

                Records             DAM              Document        Content
                Management                                           Management
                                                     Management
                                      Meta Data Management
                E-mail IM        MultiMedia      Shared       Web/html    Data/tags
                                                 Drives
Presented by:                   Defining A Strategy for   In association with:

                                 Enterprise Content
                                 Management (ECM)

Conceptual
and Logical
Information
Architecture



         Source: Information Architected, Inc.
Presented by:   Defining A Strategy for       In association with:

                 Enterprise Content
                 Management (ECM)
                                       Phasing

                   Tech Component
                                    Implementation


    Business                         Application
Presented by:                  Defining A Strategy for           In association with:

                                Enterprise Content
                                Management (ECM)
                HIGH
                                Off                   In-House
                                site/Spino
                                ff
                  Competency




                                Outsource         Reengineer


                 LOW                    Criticality                   HIGH
Presented by:   Defining A Strategy for   In association with:

                 Enterprise Content
                 Management (ECM)

     Take-aways from 1st Webinar - challenges to
                 deeper deployment:

       Applications requiring workflow, BPM
       Application development
       Security, particularly crossing the
        firewall
       Scalability
       Integration
What is Cloud Platform or Application?

Users simply access via secure Internet connection
  Its a turnkey service
  Its capacity is elastic
  It runs in a shared
   environment
  You only pay for what you
   use
  It uses standard Internet
   protocols, so all users
   need to get started is a
   browser
 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Cloud Decision Framework

Application Complexity


                                                                  Transactional,
                                                                  e.g. Invoice
                         Process Structure


                                                                  Automation

                                                         Workflow


                                                       Ad Hoc
                                                       Collabor
                                                       -ation
                                             File
                                             Sharing


息 2010 SPRINGCM INC. ALL RIGHT RESERVED.                 Process Complexity
Cloud Decision Framework

Crossing the Firewall
 Yes/No?
 Cost and risk rise
         More hardware
          and software
         Administration
          required
         Managing
          provisioning and
          security
 All built into Cloud

息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Cloud Decision Framework

   Time and Resource Constraints
           1. Access to budget
           2. Access to skilled resources
           3. Time to delivery required by the business



   "Companies that are resource-constrained, in funding or IT
     resources, should strongly consider cloud-based content
                          management.
Gartner, "Microsoft SharePoint Online and IBM LotusLive Drive Content to the Cloud",
                             May 19 2009, Toby Bell, et al


   息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Cloud Decision Framework

Scalability




                                           Document Transactions
 Number of documents and
  users
 Variability in documents and
  users

 On-premise infrastructure is
  stair-step, cloud is elastic


                                                                   Time
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Cloud Decision Framework

  Integration
Documents look-up to                         Workflow in content
 support transaction                         management system




  息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Case Study: Customer/Vendor Collaboration

Work with customers & vendors outside the
 enterprise
 Todays Process
          Email main form of collaboration
                  Where is the most current version?
          No accountability / audit ability
 Ideal Process
          Real-time collaboration and updates
          Access to most current information
          Increase accountability and auditability
 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Case Study: Vendor Collaboration

Project Model

     SharePoint Alone                      SharePoint with Cloud

   Implementation Time                      Implementation Time
           Weeks                               Days
   Whats Involved                          Whats involved
           VPN access to Vendors               Native to cloud
           Move SharePoint to DMZ
   Whos involved                           Whos Involved
             Network Engineers                 Business Admin
             System Administrators             SharePoint Admin (1 hour)
             SharePoint Administrators
             
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Case Study:Sales Contract Negotiation

Complete the Internal Contract Review

Todays Process
         Ad-Hoc Review Process
                 Who has the contract now?
         Missed deadlines, longer time to revenue

Ideal Process
         Dashboard of Contract Status
         Notifications and Escalations for Tasks
         Accessibility from Anywhere
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Case Study: Sales Contract Negotiation

Project Model
            SharePoint Alone               SharePoint with Cloud
         Implementation Time                Implementation Time
                 Weeks / Months                Days

         Whats involved                    Whats involved
                 BPM Engine
                                                Cloud Connector

         Whos involved                     Whos Involved
                 SharePoint Programmer
                                                Business Admin
                 System Administrators
                                                SharePoint Admin (1 hour)
                 SharePoint
                  Administrators
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Case Study: System Integration

Link Documents from Multiple Systems

Todays Process
         Multiple logins to access information from ERP /
          CRM systems
                 Email / Call another department for information
         Slow response to internal / customer requests
Ideal Process
         One login for all information
                 Use SharePoint as system of record for information
         Access to most current information
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Case Study: System Integration

Project Model

 SharePoint Alone                          SharePoint with Cloud
         Implementation Time                 Implementation Time
                 Months                        Days
         Whats involved                     Whats involved
                 Custom integrations to        Cloud Connectors to ERP /
                  ERP / CRM                      CRM
                 Constant Maintenance
         Whos involved                      Whos Involved
                 System Architects             Business Admin
                 SharePoint                    SharePoint Admin (1 hour)
                  Administrators                ERP / CRM Admins
                 ERP / CRM Admins
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
Summary: Have a strategy, get started



1. Have a strategy to identify ECM wins
2. Identify likely cloud application candidates
3. Get started

Your Questions?




                Email with resources sent to all attendees
息 2010 SPRINGCM INC. ALL RIGHT RESERVED.

More Related Content

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  • 1. Leverage the Power of SharePoint with Cloud Solutions A Framework for Enterprise Content Management Carl Frappaolo, Information Architected Jeff Piper, SpringCM 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 2. Todays Speakers Carl Frappaolo, Co- Jeff Piper, VP of Services, SpringCM Founder, Information Architected cf@informationarchitected.com jpiper@springcm.com Facebook: Carl Frappaolo LinkedIn: linkedin.com/in/jeffreypiper Twitter: @carlfrappaolo Twitter: @springcm 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 3. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Access & Security & Collaboration Compliance ECM Carl Frappaolo Principal, Information Architected, Inc.
  • 4. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) DEFINING ECM Create/ Archival & Store Control Access Capture Destruction The leveraging of methods, processes and tools to manage electronic business content throughout its lifecycle, in order to minimize associated risk and increase associated value.
  • 5. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Control Collaborate & & Secure Innovate Information Architecture / Sourcing Strategy BPM/ Portal/Web Visualization Search Workflow Taxonomy Authentication IRM/ERM Collaboration Facets Contextual Content Social Network ID Extraction Filtering Analytics Analysis Records DAM Document Content Management Management Management Meta Data Management E-mail IM MultiMedia Shared Web/html Data/tags Drives
  • 6. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) The Overall Game Plan 4 Source: http://mike2.openmethodology.org
  • 7. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) am Sponsor/ Users IT Stakeholders Name Name Name Title Title Title Study Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Name Name Title Title Title Pilot Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Name Name Title Title Title Enterprise Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title Name Title
  • 8. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Critical Success Factors (CSFs) Very Specific Business Drivers or Objectives for the Project Defined by Key Performance Indicators
  • 9. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Techniques for Business Development Process Content Audits Mapping Surveys Interviews
  • 10. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Gap Analysis Outcomes/CSFs Future ECM (et. al.) Gap Current Outcomes/CSFs Processes and Tools
  • 11. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Prioritise Requirements MoSCOW Mo Must have S - Should have CO COuld have W - Would have, if
  • 12. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Control Collaborate & & Secure Innovate Information Architecture / Sourcing Strategy BPM/ Portal/Web Visualization Search ? Workflow Taxonomy Authentication IRM/ERM Collaboration Facets Contextual Content Social Network ID Extraction Filtering Analytics Analysis Records DAM Document Content Management Management Management Meta Data Management E-mail IM MultiMedia Shared Web/html Data/tags Drives
  • 13. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Conceptual and Logical Information Architecture Source: Information Architected, Inc.
  • 14. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Phasing Tech Component Implementation Business Application
  • 15. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) HIGH Off In-House site/Spino ff Competency Outsource Reengineer LOW Criticality HIGH
  • 16. Presented by: Defining A Strategy for In association with: Enterprise Content Management (ECM) Take-aways from 1st Webinar - challenges to deeper deployment: Applications requiring workflow, BPM Application development Security, particularly crossing the firewall Scalability Integration
  • 17. What is Cloud Platform or Application? Users simply access via secure Internet connection Its a turnkey service Its capacity is elastic It runs in a shared environment You only pay for what you use It uses standard Internet protocols, so all users need to get started is a browser 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 18. Cloud Decision Framework Application Complexity Transactional, e.g. Invoice Process Structure Automation Workflow Ad Hoc Collabor -ation File Sharing 息 2010 SPRINGCM INC. ALL RIGHT RESERVED. Process Complexity
  • 19. Cloud Decision Framework Crossing the Firewall Yes/No? Cost and risk rise More hardware and software Administration required Managing provisioning and security All built into Cloud 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 20. Cloud Decision Framework Time and Resource Constraints 1. Access to budget 2. Access to skilled resources 3. Time to delivery required by the business "Companies that are resource-constrained, in funding or IT resources, should strongly consider cloud-based content management. Gartner, "Microsoft SharePoint Online and IBM LotusLive Drive Content to the Cloud", May 19 2009, Toby Bell, et al 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 21. Cloud Decision Framework Scalability Document Transactions Number of documents and users Variability in documents and users On-premise infrastructure is stair-step, cloud is elastic Time 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 22. Cloud Decision Framework Integration Documents look-up to Workflow in content support transaction management system 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 23. Case Study: Customer/Vendor Collaboration Work with customers & vendors outside the enterprise Todays Process Email main form of collaboration Where is the most current version? No accountability / audit ability Ideal Process Real-time collaboration and updates Access to most current information Increase accountability and auditability 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 24. Case Study: Vendor Collaboration Project Model SharePoint Alone SharePoint with Cloud Implementation Time Implementation Time Weeks Days Whats Involved Whats involved VPN access to Vendors Native to cloud Move SharePoint to DMZ Whos involved Whos Involved Network Engineers Business Admin System Administrators SharePoint Admin (1 hour) SharePoint Administrators 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 25. Case Study:Sales Contract Negotiation Complete the Internal Contract Review Todays Process Ad-Hoc Review Process Who has the contract now? Missed deadlines, longer time to revenue Ideal Process Dashboard of Contract Status Notifications and Escalations for Tasks Accessibility from Anywhere 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 26. Case Study: Sales Contract Negotiation Project Model SharePoint Alone SharePoint with Cloud Implementation Time Implementation Time Weeks / Months Days Whats involved Whats involved BPM Engine Cloud Connector Whos involved Whos Involved SharePoint Programmer Business Admin System Administrators SharePoint Admin (1 hour) SharePoint Administrators 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 27. Case Study: System Integration Link Documents from Multiple Systems Todays Process Multiple logins to access information from ERP / CRM systems Email / Call another department for information Slow response to internal / customer requests Ideal Process One login for all information Use SharePoint as system of record for information Access to most current information 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 28. Case Study: System Integration Project Model SharePoint Alone SharePoint with Cloud Implementation Time Implementation Time Months Days Whats involved Whats involved Custom integrations to Cloud Connectors to ERP / ERP / CRM CRM Constant Maintenance Whos involved Whos Involved System Architects Business Admin SharePoint SharePoint Admin (1 hour) Administrators ERP / CRM Admins ERP / CRM Admins 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.
  • 29. Summary: Have a strategy, get started 1. Have a strategy to identify ECM wins 2. Identify likely cloud application candidates 3. Get started Your Questions? Email with resources sent to all attendees 息 2010 SPRINGCM INC. ALL RIGHT RESERVED.