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Enterprise Content Management with Microsoft SharePoint

Posted on December 31, 2013 by Blog Design Journal

Solve your content management problems efficiently with Microsoft SharePoint

Meet the challenges of Enterprise Content Management (ECM) head on, using rich ECM features in SharePoint 2013. Led by two ECM experts, you’ll learn how to build a solid information architecture (IA) for managing documents, knowledge, web content, digital assets, records, and user-generated content throughout your organization. With examples and case studies based on the authors’ real-world experience, this practical book is ideal for CIOs, marketing executives, project managers, and enterprise architects.

Discover how to:

  • Design a scalable, easy-to-use content management repository
  • Build an ECM team with specific project governance roles
  • Gain stakeholder support for project and change management
  • Foster user adoption by clarifying general IA concepts
  • Organize content using SharePoint records management tools
  • Configure content types, managed metadata, and site settings
  • Examine processes for managing paper-driven vs. digital content
  • Apply best practices for deploying SharePoint ECM features
  • Support risk management and compliance regulations

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2 to “Enterprise Content Management with Microsoft SharePoint”

  1. Jared Matfess says:

    Enterprise Content Management = SharePoint Governance worth discussing One of my major gripes when you start talking about SharePoint Governance is you typically spend the first half of the conversation trying to decide on what exactly you are talking about and then the second half talking about why it is important. This book does a really nice job of focusing in on a very specific area within SharePoint, the content management aspect. By saying content management I am not focusing on the process for getting data into SharePoint – setting up Publishing rules, workflow, etc. (Though this book does cover some of that)Chris & Shadrach describe establishing a blueprint for when your bosses give you the green light to start pumping data into your brand new SharePoint environment. Set up the mind maps to establish your information architecture, the planning of content types (with examples) for how to describe your data. I have Post-It notes on pages 100 & 111 exclusively for an incredibly helpful diagram for how to guide your users to describing their data to you, so that you can ultimately being developing your MMS term store along with the appropriate terms, and ultimately content types for describing your data.The only knock that I could possibly give is it would be nice to see some additional examples beyond the classic Finance/Accounting Department but regardless it was a fun & easy read which I pulled a lot of great ideas from.

  2. Csaba Urbaniczky says:

    “Fantastic” SharePoint This book is an introduction to Enterprise Content Management (ECM) with Microsoft SharePoint 2013 with emphasis on governance. The book is well-written and easy to read but gives a slight oversimplified view of using SharePoint as ECM as I will go through. The book is not an introduction to SharePoint and assumes solid SharePoint knowledge. For instance, on page 15 is written “…the use of proper metadata in content types instead of folders allows a user to slice and dice contents on any number of combinations…” To ‘fully understand sentences like that, I recommend to first read one or two books about SharePoint before reading this one. On page 38 the authors mention that Name and Title are the only user editable metadata default fields. One of the issues in SharePoint is that you can’t rename a document when you use groups with “Contribute – without delete” permission levels, the permission level to be used in many ECM systems that have to comply with many regulations. The implication of this is not discussed and then, of course, neither how it can be solved. One way to work around that is to have an identity from a formal document identification series as name for documents (and documents “without a title” can have their previous name copied to the SharePoint title field). Then you run into the next SharePoint issue: The SharePoint document ID system is discussed on a single page without any hints about its limitations and how to implement multiples document identification series that works across several site collections in a farm. In depth discussions are missing of approve workflow requirements and where SharePoint fails to support a correct formal approve process; a nasty SharePoint issue never talked about. Quick Parts is never mentioned and hence there is no information at all about the issues you run into using Quick Parts. Information about search set up is minimal. It is mentioned that SharePoint 2013 supports search on PDF documents; only one other SharePoint 2013 book I have read gives that little vital piece of information. Neither in this book nor in any other book I have read is mentioned why the search results don’t show the title of Word documents. Isn’t the title of the document, the author and, if used, the unique document ID what you would like to see when doing a document search in an ECM? In summary, the authors write on page 219 “…that ECM and records management features in SharePoint are fantastic.” The authors hesitations about SharePoints cabilities only appears in the section about system integrators on pages 256 and 257 and in the final thoughts on page 261: “.. it might take several subject matter experts who are familiar with various aspects of SharePoint facilitates to learn what is needed for your ECM solution.” The second line in the introduction mentions that “When you have completed reading the book, you will have the comfort level to know how to implement ECM inside of SharePoint and to understand why you are doing so.” As should be obvious from my review, I’m not convinced that this book is enough for that, but it is still a readable book with many useful suggestions and well worth its price.

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