You may have seen the series of documentaries on Enterprise Content Management titled The Hunger Games. Only the first two movies have been released, but you can read the books for the full story.  

In case you haven't seen or read The Hunger Games, here is the synopsis. An evil document management dictator hosts an annual competition where 2 enterprise content management system users are selected from each of 12 departments to participate in a competition where everyone must fight to the death until one person survives. We all know this represents the dictator's imposition of his will to control the documents and collaboration of the 12 departments. But this causes pain and suffering for the users who find it hard to do their work and be productive due to all the complexities and policies. I don't want to spoil things, but suffice it to say things go awry for the evil dictatorship when the 12 departments discover SharePoint and the power of ECM for the masses. Overall I give the series 4.5 stars out of 5 thus far, it lost .5 stars because the real life story is even more exciting than the movies.  

(Editor's note and disclaimer: some liberties were taken here that may not be wholly representative of the actual movie. The Hunger Games may or may not be a documentary based on events in Quentin's life).

You too can have the power of ECM for the masses. Don't be seduced by the power of the dark side and serve the evil document management dictator. (Editor's note: Are you mixing movie references?) Use your powers for the forces of collaboration and productivity while keeping your organization compliant and in control.

The vision for Enterprise Content Management in SharePoint, Exchange, Lync, and Office 365 is for users to share and work together, administrators can keep things managed and build focused solutions to meet organizational needs, all while compliance specialists can protect their organization.

I have a broad definition of Enterprise Content Management because most of the content is where users create it, and that is where you also want to apply ECM. You can’t just have your own perfect little ECM world with a dictator mandating everything. You will be missing out on 90% of the data and 90% of the value or users will just not use the system. You need to think about collaboration, social, and compliance.

ECM has several areas, all of which are interrelated:

  • Productivity and Collaboration
  • Social
  • Search
  • Web content management
  • Digital asset management
  • Document management
  • Information governance
  • Business Process Management
  • Compliance and Records Management

Here is a quick overview of each area.

Productivity and Collaboration

Do I even need to say much here? This is probably why you are already using SharePoint, Exchange, and Lync. People can upload documents, share with others, coauthor documents, conduct Lync meetings online, and message each other. You can even use site mailboxes to see SharePoint content in Exchange and mail content in SharePoint.

Social

With Microsoft’s acquisition of the leading enterprise social platform, Yammer, Microsoft has the leading solution for enterprise social. People can share broadly within their organization and create groups to have discussions. The conversations are kept and open so when that new guy joins the team, he can read what happened in the past.

Search

SharePoint has the leading enterprise search system, FAST. FAST is now built in with SharePoint 2013, Exchange 2013, and Office 365. You can use search portals to search your enterprise, use the eDiscovery center to perform eDiscovery, and optimize search with refiners and content search web parts in specific solutions such as video or knowledge management portals to customize the search UI to meet your needs.

Web content management

SharePoint is based on web pages and has an extensible platform for building websites. But you aren’t even surprised to know many websites on the Internet including http://www.ferrari.com are built on SharePoint. Page layouts, rich text editing, publishing workflows, and language translation all help you build and author great websites.

Digital asset management

Managing images and videos in SharePoint is a breeze with the asset library, thumbnail views for images, and video sets where you can store videos and related collateral and create your own video and asset portal. You can even connect SharePoint videos to Azure Media Services to do all sorts of awesome things.

Document management

Manage your documents with content types to control metadata, taxonomy so users can tag their documents, in line list editing, external sharing, list filtering, search, and integration in the Office clients to make saving to SharePoint easy.

Information governance

Site policy and information management policy help you control the cleanup of data while content types, content type syndication, and taxonomy help you control classifications and metadata available for items and documents.

Business Process Management

Workflows, information management policies, Exchange Web Services, Exchange remote PowerShell, SharePoint Client Side Object Model, and SharePoint App Model all help you build solutions to manage business processes. This provides awesome opportunities for you and partners around the world who create SharePoint solutions to get content into SharePoint and help manage it.

Compliance and Records Management

This is all about keeping your organization in control and following the right organizational policies and industry regulations. There are many areas of compliance and records management.

  • eDiscovery
  • Archiving
  • Data loss prevention
  • Retention (Expiration / Deletion)
  • Hold (Preservation)
  • Auditing
  • Device management
  • Encryption
  SharePoint 2007 SharePoint 2010 SharePoint 2013
Productivity Team Sites
Blogs & Wikis
My Sites
Document Coauthoring
Word, Excel, OneNote, PowerPoint Web Apps
Office Backstage
Connect to Office
Document library synch
OneDrive for Business
Social Activity feeds
Interests and responsibilities
Tags
Newsfeeds
Yammer
Communities
Search Built in Search
Customizable Search UI
FAST Search for SharePoint
Boolean query syntax
Refinement panel
People search
Improved relevance
Content Search Web Part

Search refinements
FAST Search built in
Continuous crawling
Improved relevance
Improved search UI
WCM Page Layouts
Page Authoring & Workflow
One-click page creation
Dynamic page layouts
Improved rich text editor
Improved browser support
Richer publishing & variations
Cross-site publishing
Design manager
Mobile device customization
Managed navigation
CSOM and JavaScript development
Digital assets   Media web part
Asset library
Asset picker
Thumbnails and metadata extraction
Video sets and portals
Document Mgmt Content types and metadata
Document libraries
Managed metadata
Content type hub
Metadata Navigation
Content Query Webpart
30 million items per library
List quick edit
1TB site collections & unlimited size tenants in O365
60 million items per site collection
Governance Site use confirmation   Site policies to delete entire site
BPM Approval, feedback, disposition workflows Create workflow in Visio
SharePoint Designer workflow builder
New workflow architecture
Workflow Manager
SharePoint App Model
Compliance Information Rights Management   Site mailboxes
Rights management connector
Records Mgmt Record Router
Send to Records Centre
Content Organizer In-place records anywhere Library File Plan Reports
Records Centre improved
Distributed records centers
Records Centre Available in Office 365
eDiscovery Block edit and delete in Records Centre Use search to add items to hold within a site collection eDiscovery Center case mgmt.
Search across site collections
Export
In-place hold
Archiving Records Centre Site Template Improved send to any site Send To in Office 365
Retention Content type and metadata based deletion Multi stage
Folder & content type based
Available in all sites
Site policies delete entire site
Auditing Auditing in Records Centre Available in all sites
Per item auditing
 

 

That about sums it up, enterprise content management is a huge area and I look forward to sharing more about how to do it with Office 365, Exchange, SharePoint, Lync, and Yammer on this blog. Thanks for reading and may the ECM ever be in your favor.

 

Quentin Christensen, Program Manager