Social sharing vs. organised structure. Must you select only one?

51
#engageug Social sharing versus organised structure Must you select only one? 1

description

Session slides as delivered on March 18th 2014 at Engage in Breda, The Netherlands by Stuart McIntyre & Femke Goedhart Abstract: So you have connections (or you are thinking about it) and you want to know what it can do for you in the sense of *socialy* managing files but you don't really know how that concept works or if it would work for your organization. Tags or folders, share or private, community files or personal files, meta-data and document types? What does it mean and where do you start? Stuart McIntyre and Femke Goedhart will take you through the ups and downs of social file management. When to use it, when not and what you need to know about file and document management to have the discussion if this should replace the department file share. Coming from two different backgrounds - and often butting heads about this topic - Stuart & Femke will pitch the points and concepts that you need to think about with managing your documents in a social environment and show you examples on how and where to use IBM Connections to do so.

Transcript of Social sharing vs. organised structure. Must you select only one?

Page 1: Social sharing vs. organised structure. Must you select only one?

#engageug

Social sharing versus

organised structure

Must you select only one?

!1

Page 2: Social sharing vs. organised structure. Must you select only one?

#engageug

Stuart McIntyre!

• Social Business Strategist • Social 365 & Change Agents Worldwide !

• @StuartMcIntyre • [email protected] • uk.linkedin.com/in/mcintyre

!2

Page 3: Social sharing vs. organised structure. Must you select only one?

#engageug

Femke Goedhart!

• Business Consultant - Social Business, Document Management & Collaboration

• Silverside B.V. !

• @FemkeGoedhart • [email protected] • nl.linkedin.com/in/femkegoedhart

!3

Page 4: Social sharing vs. organised structure. Must you select only one?

#engageug !4

Age of data

1960-1975

Page 5: Social sharing vs. organised structure. Must you select only one?

#engageug !5

1975-2001Age of context

Page 6: Social sharing vs. organised structure. Must you select only one?

#engageug !6

Age of collaboration

2001-2014

Page 7: Social sharing vs. organised structure. Must you select only one?

#engageug

Content Management positioning

!7

Page 8: Social sharing vs. organised structure. Must you select only one?

#engageug !8

Knowledge

Data

Information

Page 9: Social sharing vs. organised structure. Must you select only one?

#engageug !9

Company

End User

Page 10: Social sharing vs. organised structure. Must you select only one?

#engageug !10

Company

End User

Codification

Personalisation

Page 11: Social sharing vs. organised structure. Must you select only one?

#engageug !11

InstantLong Term

Codification

Personalisation

Page 12: Social sharing vs. organised structure. Must you select only one?

#engageug !12

InstantLong Term

Document Collaboration Document Sharing

Codification

Personalisation

Page 13: Social sharing vs. organised structure. Must you select only one?

#engageug !13

InstantLong Term

Enterprise Content Management

Document Point Solutions

Document Collaboration Document Sharing

Codification

Personalisation

Page 14: Social sharing vs. organised structure. Must you select only one?

#engageug !14

InstantLong Term

Document Collaboration

(IBM Connections, Quickr)

Enterprise Content Management

(IBM FileNet, IBM Content Mgr, Docova)

Document Point Solutions

(integrated business tools)

Document Sharing (file system, Dropbox)

Codification

Personalisation

Page 15: Social sharing vs. organised structure. Must you select only one?

#engageug

InstantLong Term

!15

Document Point Solutions

Enterprise Content Management IBM FileNet

Document SharingDocument

Collaboration IBM Connections

Codification

Personalisation

Page 16: Social sharing vs. organised structure. Must you select only one?

#engageug

Document Management elements• Record management • Versioning/Lifecycle management • Retention • Archiving/Expiry • Meta data/Document types • Folders / Taxonomy • Scalability • Security • Checkin-Checkout • Compliance

!16

STRUCTURED

Page 17: Social sharing vs. organised structure. Must you select only one?

#engageug

Social file elements• Comments • Likes • Recommendations • Sharing • Tagging / Folksonomy • Searching • Discoverability • “Knowledge accidents”

!17

UNSTRUCTURED

Page 18: Social sharing vs. organised structure. Must you select only one?

#engageug

IBM’s Portfolio• Domino document libraries • Domino.doc / Domino Document Manager • Quickplace / Quickr • IBM Connections • IBM Filenet / IBM Content Manager • ISV solutions

!18

Page 19: Social sharing vs. organised structure. Must you select only one?

#engageug

Let’s look at IBM Connections

!19

Page 20: Social sharing vs. organised structure. Must you select only one?

#engageug

Connections Files

!20

Files

Page 21: Social sharing vs. organised structure. Must you select only one?

#engageug !21

Page 22: Social sharing vs. organised structure. Must you select only one?

#engageug !22

Page 23: Social sharing vs. organised structure. Must you select only one?

#engageug !23

Page 24: Social sharing vs. organised structure. Must you select only one?

#engageug !24

Page 25: Social sharing vs. organised structure. Must you select only one?

#engageug !25

Community Files

Page 26: Social sharing vs. organised structure. Must you select only one?

#engageug !26

Page 27: Social sharing vs. organised structure. Must you select only one?

#engageug

IBM Connections• Files & Community Files:

• Social file sharing • Limited version control • Can be shared with users and/or communities • Single-layer folder structure • Offline file sync available in Cloud, coming soon on-prem

!27

Page 28: Social sharing vs. organised structure. Must you select only one?

#engageug

• Access to Files & Community Files via: • MS Office integration • Windows Explorer integration • Notes integration • Mobile app • Offline files (in cloud today, coming soon to on-prem)

• Integration with IBM Docs

!28

IBM Connections (continued)

Page 29: Social sharing vs. organised structure. Must you select only one?

#engageug !29

CCM

Page 30: Social sharing vs. organised structure. Must you select only one?

#engageug !30

Page 31: Social sharing vs. organised structure. Must you select only one?

#engageug !31

Page 32: Social sharing vs. organised structure. Must you select only one?

#engageug !32

Page 33: Social sharing vs. organised structure. Must you select only one?

#engageug !33

Page 34: Social sharing vs. organised structure. Must you select only one?

#engageug !34

Page 35: Social sharing vs. organised structure. Must you select only one?

#engageug !35

Version: 1, 2, 3, 4... Lifecycle mgt1.2

1.11.0

2.0

1

23

4

Page 36: Social sharing vs. organised structure. Must you select only one?

#engageug !36

01-02-2014 !

Jan 2nd or Feb 1st?

Page 37: Social sharing vs. organised structure. Must you select only one?

#engageug

Linked Libraries

!37

Page 38: Social sharing vs. organised structure. Must you select only one?

#engageug

IBM Connections (continued)• Connections Content Manager (CCM) libraries

• New in Connections 4.5 • Requires integrated or standalone install of Filenet • CCM libraries are created within a community, can have

multiple libraries per community • Support Quickr connectors today, new connectors coming

soon - allow round-trip editing

!38

Page 39: Social sharing vs. organised structure. Must you select only one?

#engageug

Use Cases

!39

Page 40: Social sharing vs. organised structure. Must you select only one?

#engageugUse case 1: Invoices

!40

Page 41: Social sharing vs. organised structure. Must you select only one?

#engageug

Use case 2: Project Doc’s!41

Page 42: Social sharing vs. organised structure. Must you select only one?

#engageug

Use case 3: HR!42

Page 43: Social sharing vs. organised structure. Must you select only one?

#engageug

Use case 4: Work in progress

!43

Page 44: Social sharing vs. organised structure. Must you select only one?

#engageug !44

Use case 5: Contracts

Page 45: Social sharing vs. organised structure. Must you select only one?

#engageug

Comparison

!45

Document Centric

Infrastructure and Centralized

Process oriented

Metadata oriented

Inside the firewall

People Centric

Open and collaborative

Community oriented

Content in context... user tags & ratings

Inside and outside the firewall

Traditional ECM

Social Content Management

Page 46: Social sharing vs. organised structure. Must you select only one?

#engageug !46

Document Point Solutions

Enterprise Content Management IBM FileNet

Document SharingDocument

Collaboration IBM Connections

Community Files

CCM

Files

Linked Libraries

Page 47: Social sharing vs. organised structure. Must you select only one?

#engageug

Determine your need

!47

Page 48: Social sharing vs. organised structure. Must you select only one?

#engageug

Questions to ask• Where do you use the information? • Is it time constricted? • Are there legal implications linked to the data? • Who is the audience? • How will it be accessed? • Who owns the information?

!48

Page 49: Social sharing vs. organised structure. Must you select only one?

#engageug

Recommendations!

• Be pragmatic

• Complete a requirements gathering phase

• Pilot ‘grey area’ document types to find the right fit

• Review (and sometimes use) what you have

• and….

!49

Page 50: Social sharing vs. organised structure. Must you select only one?

#engageug

Any content is better than no content!

!50

Page 51: Social sharing vs. organised structure. Must you select only one?

#engageug

Questions?

!51

• @FemkeGoedhart • [email protected] • nl.linkedin.com/in/femkegoedhart

• @StuartMcIntyre • [email protected] • uk.linkedin.com/in/mcintyre