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	<title>Information Architected &#187; RM</title>
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	<description>Information Architected is a consultancy focused on the intelligent use of content, knowledge and processes to drive innovation and thrive in a digital world.</description>
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		<title>Q&amp;A: SharePoint Webinar and Whitepaper (Part 6)</title>
		<link>http://www.informationarchitected.com/blog/qa-sharepoint-webinar-and-whitepaper-part-6/</link>
		<comments>http://www.informationarchitected.com/blog/qa-sharepoint-webinar-and-whitepaper-part-6/#comments</comments>
		<pubDate>Mon, 02 Mar 2009 18:48:48 +0000</pubDate>
		<dc:creator>Carl Frappaolo</dc:creator>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[ECM]]></category>
		<category><![CDATA[MOSS]]></category>
		<category><![CDATA[Q&A]]></category>
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		<category><![CDATA[SharePoint]]></category>
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		<guid isPermaLink="false">http://www.informationarchitected.com/?p=366</guid>
		<description><![CDATA[
			
				
			
		


This is it – the final post containing questions from the SharePoint webinar I presented on January 28, 2009.  Previous questions and answers can be found in Parts 1, 2, 3, 4, and 5.  As well, the recorded webinar, during which many questions were answered, can be downloaded.
The questions in this post are the most [...]]]></description>
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<p>This is it – the final post containing questions from the SharePoint webinar I presented on January 28, 2009.  Previous questions and answers can be found in Parts <a href="http://www.takingaiim.com/2009/02/qa-sparepoint-webinar-and-whitepaper.html">1</a>, <a href="http://www.takingaiim.com/2009/02/qa-sharepoint-webinar-and-whitepaper-part2.html">2</a>, <a href="http://www.takingaiim.com/2009/02/q-are-blobs-full-text-searchablea-blobs-or-binary-large-objects-can-be-full-text-searched-only-with-some-search-engines.html">3</a>, <a href="http://www.takingaiim.com/2009/02/q-what-do-you-consider-the-difference-between-document-management-and-records-managementa-clearly-this-question-is-not-a-s.html">4</a>, and <a href="http://www.takingaiim.com/2009/02/q-can-you-please-give-me-a-ballpark-idea-of-what-a-sharepoint-developer-costs-per-yeara-during-the-introduction-of-the-web.html">5</a>.  As well, the <a href="http://www.aiim.org/Article.aspx?ID=316">recorded webinar</a>, during which many questions were answered, can be downloaded.</p>
<p>The questions in this post are the most technical and product specific of all the questions asked during the webinar. I wish to state again, that my expertise and that of my company, <a href="../">Information Architected</a>, is defining strategies, cost justifications and project plans for content, process, knowledge and innovation management. We focus on the intersection of ECM technologies and business management. Technology such as SharePoint are clearly within our sweet spot, and lately we have been involved with many strategies that involve SharePoint, but unlike consultants who specialize in integration services and solution deployment, Information Architected does not have intimate experience with the inner workings of SharePoint.  I state this because, as stated, this post focuses on many highly technical and product specific issues.  As a result, my answers are not as in-depth as those provided in earlier posts.</p>
<p>I have answered each question – but I am also asking questions in my answers.  <strong><em>In the spirit of collaboration, those of you that can shed further light on these answers please do so in the form of a comment.</em></strong></p>
<p>OK – with that said, here goes, the final 8 questions:</p>
<p>Q: Several other products are beginning to roll out SharePoint &#8220;connectors&#8221;. I&#8217;m particularly curious about workflow &#8211; what is the adoption and satisfaction for those complementary pieces? &#8211; Any information about using Nintex workflow with SharePoint?<br />
A: I am aware of one company that I have worked with (manufacturing vertical) that selected <a href="http://www.nintex.com/en-US/Pages/default.aspx">Nintex</a> as their SharePoint-integrated workflow product.  In their case the integration went very well, and user satisfaction is high.</p>
<p>Anyone else have experience with Nintex and Sharepoint willing to share your experience or opinion?  How about other workflow products? Which work well or poorly with SharePoint? (Solution providers feel free to chime in, I ask only that you identify yourself as such.)<br />
<span style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q: In the WCM / DAM space, how does SharePoint fare against other products like Interwoven, FatWire, SDL Tridion etc.?</span></p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">
A:  You may have noticed, Simon Cole of Autonomy <a href="http://www.takingaiim.com/2009/02/sharepoint-sharing.html#comments">commented</a> on an earlier blog post on how the <a href="http://www.autonomy.com/">Autonomy</a> product stacked up against SharePoint?  He focused on the records capability of Autonomy/Meridio. Any other solution providers want to weigh in on this?  Is the list of competition provided here (<a href="http://www.interwoven.com/">Interwoven</a>, <a href="http://www.fatwire.com/cs/Satellite/Page/Home">FatWire</a>, <a href="http://www.tridion.com/">SDL Tridion</a>) all inclusive?  What other products belong on this list? How would you rank them?  Solution providers and users with experience comments all welcome, but please identify who you are.</p>
<p>Q: When migrating to SharePoint, What&#8217;s the best way to deal with a large amount of legacy files stored on the FileServer? Can SharePoint be a replacement to File Servers?<br />
A:  First, the easy question – yes SharePoint can, and very often is a replacement to file servers.  But what if you are migrating from a file server environment (or other approach to organizing online files), is there a best practice or toolset that simplifies the porting of the content into SharePoint?</p>
<p>I am aware of one company that needed to migrate gigabytes of content from Documentum to SharePoint.  In this case, they wrote a macro that exported the content and all associated metatags and security schemes (this was the tricky part) from Documentum, to a file share area, and then imported into SharePoint.  Other experiences or recommendations?</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q: We have a client that was sold SharePoint implementations &#8211; but don’t have the staff to operate it. There is a lot of discussion for our team to setup SharePoint Templates &#8211; What is the best course of action we would want to take before we even start to build templates?</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">A:  I believe that you are on the right track. I have witnessed many organizations, especially those with a lean development staff, leverage templates to expedite the creation of tailored SharePoint sites. (Application templates are “out-of-the-box” SharePoint scenarios tailored to specific business processes or settings. They provide a starting point for “developers” looking to build SharePoint-based solutions.) Templates are among some of the more popular features of SharePoint. In fact, the most common complaint I hear about them is that there are not enough commercially available from Microsoft or 3rd parties (business opportunity?)   On a non-technical note, start by determining which scenarios would be most leveraged within your organization. Do a needs assessment to determine the least common denominator of what is needed by those scenarios and then develop templates to fit those needs.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Are there technical best practices for template development? Anyone care to share their experiences and opinions?</p>
<p>Q: Have you seen any who have abandoned SharePoint that are adopting other collaborative tools, such as Unity Studio with which you can develop interlocking systems between different pieces?</p>
<p>A:  I have not yet had the chance to speak with anyone who has abandoned SharePoint. (You may recall that 2% of the companies I surveyed indicated that they had deployed SharePoint in a production mode and then abandoned it.) While the survey uncovered that the primary motivation behind abandonment was security concerns, it did not shed light on what was done as an alternative.</p>
<p>As for Unity Studio – no specific knowledge on my part. (The only <a href="http://www.automationworld.com/feature-393">reference</a> I could find to it using Google was an in-house “collaborative software environment for industrial automation and all disciplines needed to design a process or a plant&#8221;, developed by Schneider Electric.<br />
Are there any Unity Studio users out there that care to comment?<br />
How about others who have decided to use a competitive product? What are the valid alternatives to SharePoint in your opinion?</p>
<p><span style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q:  What do you recommend for SharePoint site collections in terms of flat and wide or a deep hierarchy design pros/con.</span></p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">A:  This answer is obviously a matter of opinion, in this case mine &#8211; flat and wide, based on taxonomy and portal usability tenets I believe in.  But what do you say?</p>
<p>Q: Where do you see SharePoint consulting firms investing in their practice skill sets given the &#8217;sophomore year&#8217; of SharePoint?<br />
A: Hmm – anyone out these that would like to weigh in on this?  As potential customers of such services, what talents and skills are most desirable in a SharePoint consultant/programmer?<br />
Based on the survey, I would think that experience and methodology for integrating SharePoint with security and records control would be high on the list.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q: We&#8217;re looking to implement SharePoint at our location (3500 users) to replace Lotus Notes. I would like more information on what system requirements and staff needs to implement and maintain the system.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">
A: OK all you users and system integrators out there what do you say?  What is the  “right” staffing mix for a SharePoint deployment of 3500 Notes users.  Anyone with specific experience migrating from Lotus Notes?  Have any of you lived through a Notes to SharePoint migration?  What were the lessons learned? What skills were most important?</p>
<p>And with that – THAT’S IT.  The outstanding questions from the SharePoint webinar have all been answered. Ongoing dialogue and answers to the questions I posed in this post are certainly welcome however.</p></div>
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		<title>Q&amp;A: SharePoint Webinar and Whitepaper (Part 5)</title>
		<link>http://www.informationarchitected.com/blog/qa-sharepoint-webinar-and-whitepaper-part-5/</link>
		<comments>http://www.informationarchitected.com/blog/qa-sharepoint-webinar-and-whitepaper-part-5/#comments</comments>
		<pubDate>Thu, 26 Feb 2009 18:43:15 +0000</pubDate>
		<dc:creator>Carl Frappaolo</dc:creator>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[ECM]]></category>
		<category><![CDATA[MOSS]]></category>
		<category><![CDATA[Q&A]]></category>
		<category><![CDATA[RM]]></category>
		<category><![CDATA[SharePoint]]></category>
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		<guid isPermaLink="false">http://www.informationarchitected.com/?p=363</guid>
		<description><![CDATA[
			
				
			
		
This is the fifth post in which I provide answers to questions that were posed, but not answered during the webinar I conducted on SharePoint. (See Parts 1, 2, 3, and 4 for additional questions and answers.  You may also listen to the recorded webinar, during which many other questions were addressed as well.)
This post [...]]]></description>
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<p>This is the fifth post in which I provide answers to questions that were posed, but not answered during the webinar I conducted on SharePoint. (See Parts <a href="http://www.takingaiim.com/2009/02/qa-sparepoint-webinar-and-whitepaper.html">1</a>, <a href="http://www.takingaiim.com/2009/02/qa-sharepoint-webinar-and-whitepaper-part2.html">2</a>, <a href="http://www.takingaiim.com/2009/02/q-are-blobs-full-text-searchablea-blobs-or-binary-large-objects-can-be-full-text-searched-only-with-some-search-engines.html">3</a>, and <a href="http://www.takingaiim.com/2009/02/q-what-do-you-consider-the-difference-between-document-management-and-records-managementa-clearly-this-question-is-not-a-s.html">4</a> for additional questions and answers.  You may also listen to the <a href="http://www.aiim.org/Article.aspx?ID=316">recorded webinar</a>, during which many other questions were addressed as well.)</p>
<p>This post is comprised of questions that center around the concept of SharePoint as a component to an integrated solution, including co-existence with other ECM products, issues of integration and how best to position SharePoint.</p>
<p>So without further ado&#8230;</p>
<p style="background-color: #ffffff; font-family: Trebuchet MS;">Q: Can you please give me a ballpark idea of what a SharePoint developer costs per year?</p>
<p style="background-color: #ffffff; font-family: Trebuchet MS;">A:  During the introduction of the webinar, and my initial blog post on the subject, I mentioned that one trend that led me to the conclusion that SharePoint is building in market momentum is the daily listing of job openings I receive through my ECM job market agents, for SharePoint developers.  The market survey also found that lack of SharePoint experience and expertise was the number 1 greatest challenge to deployment (and partner expertise #5).  As a result of such trends, those with SharePoint experience and skills are in demand and command fairly high salaries.  I estimate that an average cost is between  $60 – 125k year, based on company, location,  experience and industry.  (In Boston, where I am located about $90k)</p>
<p><span style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q:   Is it true that all documents must be stored into a database?</span></p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">A:  Yes, in order for the documents to be managed within SharePoint they must be stored in the  content databases.</p>
<p>Q:  How is SharePoint a component for the ECM solution?<br />
A:  In a word through integration.  But it is likely that the issuer of this question had something slightly more strategic in mind.  Several times during the webinar I mentioned that the survey data indicated that SharePoint is predominately used as a component to an overall ECM strategy, not as the entire ECM system.  This observation was based on the various data points that showed SharePoint being used in many departments across the enterprise, but in few instances as a standard or heavy usage within any business application.  When asked what business applications SharePoint was used in, a few received a &#8220;not at all&#8221; ranking, and many received a &#8220;somewhat&#8221;, only.  This infers that other tools or components are being used by these organizations to achieve their ECM solution for that business application.  Also – when SharePoint functionality was ranked by our survey respondents, you may recall, that file sharing and collaboration were used heavily, but many others were ranked as having minimal use.  Thus in order to integrate the SharePoint component into a full ECM strategy (with search, records, web content etc.)  it would have to be part of a component, not the whole system.  So back to the original and terse answer – integration.  And yes there is quite a healthy business growing around this at the moment.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q: Do you have any knowledge or experience with SharePoint in a university setting? Would you recommend its use in that environment?</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">A: I have no direct knowledge of SharePoint being used in a university or college setting. Are any of you out there using SharePoint in an academic environment?<br />
That said, there is no reason why SharePoint would not function as well in a university setting, as in any other settings.  (I have personal first hand knowledge of SharePoint in health care, financial services, professional services, insurance, manufacturing and government.)  The point to remember is that the same SharePoint strengths and weaknesses encountered in these other verticals will be the same of academia.   (See the market report for detail.)</p>
<p>Q: What type of bushiness application is the best fit for employing SharePoint?<br />
A: According to the market report, SharePoint is most often used for internally facing collaborative portals and knowledge collaboration applications.  As mentioned in earlier posts, and elaborated on in the market report, filing sharing and collaboration were the most highly ranked (by far) SharePoint functions.  SharePoint can be used as a component of other business applications, but as my experience and the survey indicate, this happens through considerable integration with other tools, platforms and applications. Therein lies the reason for the survey finding that SharePoint implementations are most often complicated by integration issues.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q: For those organizations that relayed customization as an issue, please elaborate&#8230;was cost of customization the issue? Was the customization exercise more difficult than expected? Please elaborate.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">A:  I will elaborate to the degree I can.  The survey did not delve too deeply into this specific issue, but did shed some light. Half of the survey respondents indicated that the deployment of custom SharePoint solutions required more effort than expected.  The biggest obstacles cited were (lack of) developers and toolsets, and integration with existing applications.  So yes, customization is apparently a major issue, specifically with regards to integration, as opposed to customizing the SharePoint interface itself.</p>
<p>Q: Is it fair to say that SharePoint is being used mostly as a portal application?<br />
A:  Based on the survey data, yes, the number one application was internal or employee-facing portals.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q: Are there OBVIOUS [all caps provided by submitter of the question] differences between mid sized and large companies in terms of usage and/or satisfaction?</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">A:  Interestingly enough – NO.  I did run several slices through the data, and found that size organization had little to no influence on overall levels of satisfaction, functionality usage or applications that SharePoint is applied to.</p>
<p>Q: My personal experience is that SharePoint may not be as prevalent in Europe and other parts of the word. I&#8217;m curious if this is true or just my limited exposure to the market.<br />
A:  OK all you European ECMers out there – what do you say?  I can only comment based on what I have heard from colleagues in Europe, that the SharePoint fervor is much like that in the US.  Anyone agree – disagree?</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q: Microsoft with the new version of SQL 8 told us that now SharePoint can be used to manage XML files natively and apply a record management to those collection. What do you think about that? We still believe more in a solution like Marklogic, Soft AG Tamino or Ixiasoft TextML to do that type of job. What do you think about our opinion?</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">A:  MicroSoft makes many claims regarding SharePoint, and all are technically true.  Does it provide records management – yes, but as the survey revealed most SharePoint users do not utilize the records management functionality.  Why – well among those that do use it, it gets poor-fair grades. So while I have no doubt that SharePoint can version control and records control an XML file, I seriously doubt it does so with the same degree of functionality and control that XML specialized tools, such as those you listed in your question, provide.  If your strategy includes specific and dedicated use of XML files, I would recommend, at least for now, managing those files in an XML-oriented tool. So – I agree with your opinion. -Great minds think alike <img src='http://www.informationarchitected.com/wp-includes/images/smilies/icon_wink.gif' alt=';)' class='wp-smiley' /> .</p>
<p>Q:  [Note:  Two user questions are presented here, as they both focus on a similar issue and can be addressed in a single answer.]</p>
<ul>
<li>Hi How do you see SharePoint interfacing with a specialized ECM product such as Livelink from Open Text. Can they co-exist? Thanks</li>
<li>My organization uses FileNet as its main document repository. We have plans to move toward SharePoint as our document management solution. Even so, FileNet will be around for years to come. Can SharePoint be used to manage content across multiple repositories?</li>
</ul>
<p>A:  The short answer to this question is a resounding YES. Literally every ECM solution provider has a SharePoint integration story to tell.  Open Text has been the most vocal and direct about this, but if you look at the marketing collateral of the ECM vendors (including but not limited to Open Text, IBM/FileNet, EMC Document, Oracle/Stellent, Spring CM, ClearView, and even open source ECM provider, Alfresco) you will find a SharePoint integration story. Of course, in this context, it is important to reiterate out a survey finding – integration is a major challenge to SharePoint solution development. Not only is there the labor and time involved, but first and foremost you need to have a strategy – and no “solution provider” can provide you with that. As business users and developers of content, as records managers and compliance officers, as information architects, you need to determine the appropriate approach to integration.  Is SharePoint a single point of access front-end, or one repository on the backend, accessed by another ECM/portal solution.  Does (some) content get developed in SharePoint and then managed by another ECM at some point in its lifecycle? Does search provide the bridge between the systems. The possibilities are almost limitless.  Each should be evaluated from a cost benefit/risk perspective.</p>
<p>And that leads me to the next set of questions.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q: <span style="background-color: #e6e6e6; font-family: Trebuchet MS;">[Note: Several related questions are presented here, and addressed with a single response.  ]</span></p>
<ul style="font-family: inherit;">
<li style="font-family: inherit;"><span style="background-color: #e6e6e6; font-family: Trebuchet MS;"><span style="background-color: #e6e6e6;">
<p style="background-color: #e6e6e6;">How do you get started with a SharePoint implementation?</p>
<p></span></span></li>
<li style="font-family: inherit;"><span style="background-color: #e6e6e6; font-family: Trebuchet MS;"><span style="background-color: #e6e6e6;">
<p style="background-color: #e6e6e6;"><span style="background-color: #e6e6e6; font-family: Trebuchet MS;">What happens to organizations over a couple of years that implement SharePoint without a strategy or a governance model?</span></p>
<p></span></span></li>
<li style="font-family: inherit;"><span style="background-color: #e6e6e6; font-family: Trebuchet MS;">If we are planning on deploying all facets of SharePoint in the next year, what are the largest pitfalls we should try to avoid?</span></li>
<li style="font-family: inherit;"><span style="background-color: #e6e6e6; font-family: Trebuchet MS;">Do you think that some of the expertise lacking in organizations is that organizations are underestimating the need for expertise in ECM/EDRM etc and that part of the problem is fundamental ECM design</span></li>
<li style="font-family: inherit;"><span style="background-color: #e6e6e6; font-family: Trebuchet MS;">Was any information gleaned as to the governance and taxonomy development PRIOR to deployment &#8211; or have most not bothered?</span></li>
<li style="font-family: inherit;"><span style="background-color: #e6e6e6; font-family: Trebuchet MS;">Do you think based on the low price point of SP there is an expectation of not properly investing in proper front end consulting?</span></li>
<li><span style="background-color: #e6e6e6; font-family: Trebuchet MS;">Are you seeing today that companies are not setting a IT governance before rolling out SP? How </span><span style="background-color: #e6e6e6; font-family: Trebuchet MS;">do you avoid recreating a file server file management strategy in SharePoint? </span></li>
</ul>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">A:  Perhaps my response is a bit prejudiced by the fact that I have spent the better part of 20+ years building ECM strategies for organizations, and proselytizing on the importance of strategy and information architecture.  So, how do you get started with a SharePoint implementation?  Do a needs assessment and develop a strategy. Position SharePoint within the strategy, understanding its role and value proposition.  Integrate it into the same information architecture and governance model that you have for all of your business content.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">That said – I am a practical realist and so I will add that it is sometimes advisable to simply just get started – i.e. SharePoint is simple enough to support the creation of  a handful of collaborative sites, as a learning experience.  Let your community explore the merits and drawbacks of SharePoint.  BUT – do so with eyes wide open – and be at the ready with a strategy. In other words, there is no harm in facilitating exploration as long as it is monitored responsibly, with an intention to migrate “successes’ into an ECM strategy and corporate governance, and constructively delete and learn from “failures.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Avoid the pitfall of believing that SharePoint is easy.  Yes, I know I just stated that it is easy to get started, but realize that is all you are doing. As the survey respondents indicated the biggest challenge to scaling is developer talent and integration issues. Also, as the survey respondents indicated, be aware of the fact that in many cases specific SharePoint functionality (e.g. records management and security) may not meet your organization’s needs.  So be prepared to augment SharePoint with complementary tools and technologies.  Do not “settle” for SharePoint functionality, unless it is “good enough” for the demands (lack thereof) of your organization. (Sounds like a strategy right?) If an organization allows SharePoint to organically grow without any governance or management over a period of 1 or more years, they will likely end up with at  best &#8211; a host of individuals sites that meet the needs of individual communities, but that represent a risk because there is no way to manage or appreciate what is contained in the sites. (These organizations have not learned from the e-mail and Notes compliance problems of the past).  They also will likely end up with silo solutions, severely limiting the value of the content repositories.</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Unfortunately adequate planning and strategizing often does not precede an ECM implementation, and the chances of that occurring only increase with a tool such as SharePoint which can appear to be “so simple” initially. I have said it before, using e-mail is very simple as well, and that is what has gotten many organizations into a sticky and often expensive situation.  Ease of content creation and sharing leads to lack of control, lack of governance and no establishment best practices.  This situation is potentially viable for unsuspecting SharePoint users. But not only is this a matter of risk and best practices, it can also lead to under utilizing SharePoint.  The last questions was a good one – how do you avoid simply creating file share? Answer: – plan and strategize.</p>
<p>Whew &#8211; that was a loaded set of questions that led to a lebgthy answer.  BTW &#8211; the observatiosn and opinions asserted in teh last response are being echoed in teh interviews I am conductiong with SharePoint users.  Some interesting case studies are emerging &#8211; and are forthcoming.</p>
<p style="color: #ff0000; font-family: Trebuchet MS;"><strong>On that note &#8211; if any of you out there feel you have an interesting SharePoint experience to tell (positive OR negative) &#8211; I would like to hear it and share it with our community. Contact me though this blog &#8211; or e-mail directly &#8211; cf@informationarchitected.com</strong></p>
<p>With that I conclude this post with some good news &#8211; I am almost done addressing these webinar questions.  The next post, which will focus on some hard hitting technical and competitive issues, will be a bit different &#8211; so stay tuned &#8230;</p>
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		<title>Q&amp;A: SharePoint Webinar and Whitepaper (Part 4)</title>
		<link>http://www.informationarchitected.com/blog/qa-sharepoint-webinar-and-whitepaper-part-4/</link>
		<comments>http://www.informationarchitected.com/blog/qa-sharepoint-webinar-and-whitepaper-part-4/#comments</comments>
		<pubDate>Thu, 19 Feb 2009 18:40:27 +0000</pubDate>
		<dc:creator>Carl Frappaolo</dc:creator>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[ECM]]></category>
		<category><![CDATA[MOSS]]></category>
		<category><![CDATA[Q&A]]></category>
		<category><![CDATA[RM]]></category>
		<category><![CDATA[SharePoint]]></category>
		<category><![CDATA[webinar]]></category>

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		<description><![CDATA[
			
				
			
		
This is the fourth post in which I answer questions that were posed, but not answered during the webinar on SharePoint. (Parts 1, 2 and 3 also contain related questions and answers.)


You may listen to the recorded webinar, during which many other questions were answered.
This post has a theme to it &#8211; Records Management and [...]]]></description>
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<p>This is the fourth post in which I answer questions that were posed, but not answered during the webinar on SharePoint. (Parts <a href="http://www.takingaiim.com/2009/02/qa-sparepoint-webinar-and-whitepaper.html">1</a>, <a href="http://www.takingaiim.com/2009/02/qa-sharepoint-webinar-and-whitepaper-part2.html">2</a> and <a href="http://www.takingaiim.com/2009/02/q-are-blobs-full-text-searchablea-blobs-or-binary-large-objects-can-be-full-text-searched-only-with-some-search-engines.html">3</a> also contain related questions and answers.)</p>
<div class="entry-content">
<div class="entry-body">
<p style="background-color: #ffffff; font-family: Trebuchet MS;">You may listen to the <a href="http://www.aiim.org/Article.aspx?ID=316">recorded webinar</a>, during which many other questions were answered.</p>
<p style="background-color: #ffffff; font-family: Trebuchet MS;">This post has a theme to it &#8211; Records Management and SharePoint.  Several questions were asked, all revolving around this issue.  I have grouped them together, hoping that the juxtapositioning of questions and answers will render a result greater than a mere sum of the parts.</p>
<p style="background-color: #ffffff; font-family: Trebuchet MS;">So here goes&#8230;</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q: What do you consider the difference between document management and records management?</p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">
A:  Clearly this question is not a SharePoint specific issue, but a far more basic ECM question.  I imagine it came up in the SharePoint webinar because, SharePoint received better grades for document management functionality than it did for records management.  I can and do provide lengthy training and lectures on such subjects, but this is not the time or place, so let me be brief.  Document management (DM) is basically the ability to provide library services on a file.  It tracks revisions (edits) and maintains an audit trail of what was done by whom to the file.  Additionally most DM systems also provide some approach to search and retrieval, and security. Records management (RM) is a far more formal and structured discipline, governed by a litany of standards and best practices. RM systems support the definition of a classification scheme for categorizing documents into “record types.” Additionally RM tools allow users to, or automate, the declaration of documents as records.  Once declared, the records are secured, and maintained until their declared destruction or archival date is met, and then appropriate action is taken. RM systems can also play a critical role in e-discovery and compliance applications.  Again, SharePoint gets “good” grades on document management, and “poor” grades on records management.  (See earlier post for more detail.)</p>
<p style="background-color: #ffffff; font-family: Trebuchet MS;">
Q: Why do you think the survey respondents said that SharePoint is not used or only used somewhat in compliance and e-discovery applications?</p>
<p style="background-color: #ffffff; font-family: Trebuchet MS;">A:  I believe the answer to this question is implied in the response above.  Put frankly, SharePoint does not provide adequate functionality to address records management and therefore is not heavily used in applications that require this functionality, such as compliance and e-discovery.  Those who are using it “somewhat” are likely using the SharePoint environment as a platform for file sharing – only – and have augmented it with other integrated technologies and processes.</p>
<p><span style="background-color: #e6e6e6; font-family: Trebuchet MS;">Q: Does a Records Management program assist in deploying SharePoint? </span></p>
<p style="background-color: #e6e6e6; font-family: Trebuchet MS;">A:  Clearly RM is an area of functionality that most users believe SharePoint does not provide well.  So, in scenarios in which RM level control is  desired or necessary, then yes, the integration of an RM system with SharePoint can be very beneficial, and render a less-risk SharePoint environment.  On the other hand, no, this does not simplify deployment – but rather complicates it.  Integration of additional functionality such as RM, was the number 2 greatest challenge sited by survey takers, second only to adequate personnel and toolsets to execute the integration.</p>
<p>Q: Does SharePoint increase the need for corporations to reignite their records management programs?  What do we tell executives who think that SharePoint is the ultimate, simple solution to complete records management.</p>
<p>A:   SharePoint provides facilitated sharing of files, not necessarily in a secure or controlled environment (read RM.) So yes, in my opinion, an organization should &#8220;reignite&#8221; its RM programs when deploying SharePoint, at least to ask IF the SharePoint collections warrant records-level ocntrol. If an executive is insisting that SharePoint should “simply be implemented to ultimately solve the records management issues of the organization&#8221;, a little and simple education is necessary.  This is a perception problem of what records management is. Have him/her describe what they mean by records management.  If focus is on facilitated sharing – proceed.  If focus is, on the other hand, on compliance, point them to these survey findings and beg that they learn from the experiences of those that went before him/her.</p>
<p>OK that&#8217;s it for the RM questions.  In my next post, I will revert back to a rich mixture of issues.  BTW &#8211; we are getting close.  Probably 1-2 more SharePoint Q&amp;A posts, so stay tuned&#8230;</p></div>
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