Compliance& Information ManagementPaul Quirk

Core InfrastructurePeople Productivity

Customer Management

Product & Service

Development

Operations & Finance

Control

Partner & Supplier

Management

Application Platform

On Premise Service Provider Cloud

Microsoft Public Cloud

Manage and Protect Information

Content Classification

Compliance and Information Management

Archiving and Retention

Digital Assets Search

Enterprise Content Management

Enterprise Content Management

Maximize value of informationBy making content easier to find through contextual metadata

All content can be a RecordManage digital assets across Intranetand Internet

Streamline content controlWith SharePoint document set, location-based policy definition, and multistage disposition

metadata-driven

navigationmanage multiple

documents as a single

entity

shared metadata for document setmanage

digital assets

document IDs

Document and Records Management

Intuitive rich metadata taggingMake tagging content an intuitive and simple experience

Multistage Records PoliciesSet multiple stages and conditions to move to the next lifecycle stage

Declare RecordsIn place records declaration with schedules defined by libraries and folders. Hierarchical file plans for reporting

browse terms

hierarchically

any content can be a

Record

declare records anywhere

specify different policies

modify properties

using Document

Information Panel

Review cycle support

multiple disposition

options

Enterprise Search

Explore using navigatorsThat help you understand the scope of information available,with exact counts of results

Improve relevance with useBased on how people tag and rate content in SharePoint and on click-throughs of search results

Visualize your resultsSo you can quickly recognize what you’re looking for without opening separate applications

query completion sorting on

any propertyrelated searches and people

documentthumbnails

scrolling previews

federated results

read in Office

Web Apps

The Cost Implications of ECM

1 2 3 4 5 6 7 8 9 1005

1015202530354045

Keep Everything 90% Retention80% Retention 70% Retention

Year

Stor

age

Requ

irem

ents

(TB)

Business Situation Solution

South Taranaki District Council

Benefits• Multiple

Sites and mobile workers

• No RMS• Lack of

structure• PRA

Compliance Issue

• Visibility of key docs and records

• Easily accessible information

• Regulatory compliance

• SharePoint Server

• Partner configurations

• Migration of all organisational content

Record Keeping Compliance