Records Managment Made Possible with SharePoint
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Transcript of Records Managment Made Possible with SharePoint
©2013 RecordPoint Software. All rights reserved.
Making Records Management Possible with SharePointPresenter: Joshua Haebets
Position: Sales & Partner Director
©2013 RecordPoint Software. All rights reserved.
The Balance of Power for Records has Changed …
©2013 RecordPoint Software. All rights reserved.
Users are in control
©2013 RecordPoint Software. All rights reserved.
In the new world it’s all about
Me...
©2013 RecordPoint Software. All rights reserved.
Technology and standards for compliance is rapidly evolving at a rate your systems no longer support
©2013 RecordPoint Software. All rights reserved.
©2013 RecordPoint Software. All rights reserved.
You already have the basic tools to solve this problem …
©2013 RecordPoint Software. All rights reserved.
©2013 RecordPoint Software. All rights reserved.
SHAREPOINT
SharePoint
WCM
BusinessIntelligence
Search
Social
Collaboration
Mobile
Development & Customization
SecurityOFFICE 2013
ECM
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MANAGING MILLIONS OF RECORDS
Our Customers
©2013 RecordPoint Software. All rights reserved.
The Solution How RecordPoint works in your platform today
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The Solution
Project Server
RECORDS ECOSYSTEM
USER SERVER SYSTEM RECORDS SYSTEM
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SINGLE INSTANCE
RECORDS DASHBOARD
REPORTING SERVICES
DISCOVERABILITY
CONTROL
CONTEXT
COMPLIANCE
DISPOSAL WIZARD
PHYSICAL RECORDSRULES MANAGER
SOCIAL RECORDS
EMAIL RECORDS
The Solution
©2013 RecordPoint Software. All rights reserved.
We don’t mess with your world
RECORDS MANAGER
BUSINESS USER
YOUR END USER WORLD AS ISNo Records Knowledge requiredNo Complex Classifications Automate Records Submission
RECORDS SYSTEM CONTROLManage Rules Manage Records Processes Manage Reporting
RULES ENGINE
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The Rules Engine
RESENTENCE
ON HOLD
TRANSFER
DISPOSE
ARCHIVE
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Benefits of RecordPoint
MS PLATFORM
LOCAL COMPLIANCE SCALABILITYON-PREM, HYBRID or CLOUD
USER CENTRICANY DEVICE PARTNERSHIPS
BUILT ON OPEN STANDARDS TCO
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TCO
WorkstationWorkstationTCO
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12%
88% RECORDS FUNCTIONALITY (ICA STANDARDS) AVAILABLE IN SHAREPOINT
ISO 16175IS4021 CFR Part 11
Sarbanes-OxleyNAA
ISO 15489ANSI
RECORDPOINT PLATFORM ISO 16175 COMPLIANT
VERS CERTIFIED PUBLIC RECORDS OFFICE VICTORIA
AU & NZ RECORDS STANDARD COMPLIANTNATIONAL ARCHIVES ACTPUBLIC RECORDS ACT 2005
Local Standards Compliant
MOREQVERS
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Useable Records
BUSINESS PROCESSES
RECORDS SYSTEM
RULES
BUSINESS USER VIEW RECORDS MANAGEMENT VIEW
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Any Device
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Cloud & Other Deployment Options
CLOUD HYBRID ON PREMISE
Data
Data
WINDOWS AZURERECORDPOINT ONLINE
Data
Data
SHAREPOINT
WINDOWS AZURERECORDPOINT ONLINE
OFFICE 365SHAREPOINTONLINE
OFFICE 365SHAREPOINTONLINE
©2013 RecordPoint Software. All rights reserved.
Scalability
In Place or Hybrid RecordPoint
RecordPoint Managed Content
SITE
IN PLACE DISPOSED
ARCHIVED ARCHIVED
PERMALINKS
PHYSICAL RECORDS
RULES/CLASSIFICATIONS
©2013 RecordPoint Software. All rights reserved.
Managing your records at scale
SHAREPOINT FARM
RECORDPOINT CONFIGURATION(SITE COLLECTION)
SEARCH
/CO
NTE
NT/
SITE
1
/CO
NTE
NT/
SITE
2
/CO
NTE
NT/
SITE
3
/CO
NTE
NT/
SITE
4
/CO
NTE
NT/
SITE
5
©2013 RecordPoint Software. All rights reserved.
Partnerships
SUPPORT OPTIONS
RECORDPOINTTRAINED
PARTNERS
RECORDPOINT DELIVERY EXPERTS
LOCAL EXPERTISE
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RecordPoint Features
EMAIL RECORDS
PHYSICAL RECORDS DISCOVERABILITY
CONFIGURABILITYSOCIAL RECORDS
RECORDS DASHBOARD REPORTING SERVICES
RULES MANAGER
DISPOSAL WIZARD
©2013 RecordPoint Software. All rights reserved.
Demo Working with SharePoint/ Office 365/ Twitter and BYOD
©2013 RecordPoint Software. All rights reserved.
Why me?
• Last decade building documents and records technology and wanting to make it disappear...
• Enterprise Collaborator
• Technology Alchemist (wannabe)
©2013 RecordPoint Software. All rights reserved.
The Balance of Power for Records has Changed …
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Users are in control
©2013 RecordPoint Software. All rights reserved.
Welcome to the New World of the Information “feed”!
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It’s all about Me...
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And it has already changed Records Management forever. The “feed” is already here!
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Users like it! And you will too!
©2013 RecordPoint Software. All rights reserved.
But the“feed” sounds scary!
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What is this?
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What if I did it this way?
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Maybe this helps?
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Is this a semi structured – “potential” record
Unique Record Number
Title
Description and References
Publication Date
©2013 RecordPoint Software. All rights reserved.
But those are customer tools but I don’t work that way
©2013 RecordPoint Software. All rights reserved.
What is this?
©2013 RecordPoint Software. All rights reserved.
What if I did it this way?
©2013 RecordPoint Software. All rights reserved.
Yes, it’s SharePoint
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Flow of the feed inside your organisation
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DemoPosting to the Yammer feed – creates records!
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Using the feed does not challenge RecordKeeping
12%
88% RECORDS FUNCTIONALITY (ICA STANDARDS) AVAILABLE IN SHAREPOINT
VERS CERTIFIED PUBLIC RECORDS OFFICE VICTORIA
ISO 16175IS4021 CFR Part 11
Sarbanes-OxleyNAA
ISO 15489 ANSI
RECORDPOINT PLATFORM ISO 16175 COMPLIANT
AU & NZ RECORDS STANDARD COMPLIANTNATIONAL ARCHIVES ACTPUBLIC RECORDS ACT 2005
MOREQVERS
Even with the “feed” paradigm Record Keeping remains as is!
©2013 RecordPoint Software. All rights reserved.
Records Management tools must be part of the “feed”
BUSINESS PROCESSES
RECORDS SYSTEM
RULES
BUSINESS USER VIEW RECORDS MANAGEMENT VIEW
©2013 RecordPoint Software. All rights reserved.
Summary
©2013 RecordPoint Software. All rights reserved.
©2013 RecordPoint Software. All rights reserved.
©2013 RecordPoint Software. All rights reserved.
©2013 RecordPoint Software. All rights reserved.
Closing Thoughts• Make technology invisible - Remember, it’s nothing special
• Your existing systems and process need to be still occur – and they can!
• Embrace the new mediums but remember the existing principles still apply (i.e. we are not throwing out the learnings so far)
• email is just another feed with flow
• Avoid evolving legislation paralysing progress
• Get your heads “in the cloud”
• Your software needs to understand and be part of the ‘feed’ Above all, remember this is about the
journey, not the destination...
©2013 RecordPoint Software. All rights reserved.
And Finally …
Source: xkcd, http://xkcd.com/386/
©2013 RecordPoint Software. All rights reserved.
Q&A and Discussion
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REQUEST A DEMO PRESENTATION FEEDBACK CONTACT US
Do you have a question or feedback you’d like to share? We’d love to hear from you.
Please select from one of our links.
Joshua Haebets
email: [email protected]
Web: http://www.recordpoint.com.au