OpenText AGA for SharePointThe Information Governance Headache

BI

Enterprise SupportSoftware as a Service (SAAS)

Technology ServicesProject Implementations

Technical Consulting Solutions

Business TransformationChange ManagementProject ManagementBusiness Consulting

Aiimi is an Enterprise Information Management Company

ECM

Who Are Aiimi?

VisionStrategyDecisions

InformationApplications

InfrastructureBusin

ess P

rincip

les

Busin

ess

Oblig

ation

s

Business Objectives

The Value of Information

Our Process

Information Management Principles

• Quality Assurance • Ownership & Responsibility • Governance • Sustainability • Interconnectivity • Accessibility • Usability • Value

OpenText Consulting Practice

Discovery BusinessProcess

Management

EnterpriseContent

Management

Customer Experience

Management

Information Exchange

DeveloperTools

EcosystemSolutions

CloudSolutions

Microsoft Certified Professionals• MOS: SharePoint• MOS: Office 365• MCTS: SharePoint 2010, Configuring• MCTS: SharePoint 2010, Application

Development• MCTS: Windows Server Active Directory,

Configuration• MCTS: Windows Server Administration• MCITP: SharePoint 2010• MCSA: Office 365• MCSE: SharePoint• MCSD: SharePoint Applications• MCSD: Web Applications• MCP: SharePoint 2013, Core Solutions• MCP: SharePoint 2013, Advanced Solutions

Microsoft Consulting Practice

SharePoint Governance with AvePoint

Gavin Morgan, Aiimi Principle SharePoint Consultant discusses SharePoint Governance in depth

with AvePoint.

Previous WebinarsAvailable from www.aiimi.com

SharePoint for Business Productivity

Gareth Fisher, Head of Microsoft Consulting at Aiimi discusses

Azure, Office 365 and SharePoint for increasing productivity within

your back office with Storm Technologies UK.

Microsoft SharePoint x

OpenText Content Server

SharePoint enables your business to collaborate, communicate and manage information or content in order to be .

SharePoint is not only Document Management platform, it houses other business productivity features such as forms, pages and external sharing.

Share BuildManage DiscoverOrganise

SharePoint Platform

The smarter way to work

together

What is SharePoint?

Collaboration & Content in a familiar package.SharePoint Familiarity

Pages (Publishing Content)

Forms (User Experience)

Office Suite Integration (Outlook, OneDrive)

Fluid Office Interface (Ribbons, Groups &

Commands)

Lists (Informatio

n Manageme

nt)

Business Process

Publishing (Visio

Services)

Full Corporate Branding &

UI Capabilities

Workflows (Business Process

Automation &

Productivity)

Document Manageme

nt (Versioning,

Co-Authoring, Document

Sets)

Information Architecture

The Important Bit!

Company Wide

Back Office

Human Resources

Annual Leave

Employee Files

Information Technology

IT Systems

IT Helpdesk

Projects

Client 1

Project A

Project B

Client 2

Project A

Project B

Centralised Information and Content Management System

Anything Company Wide lives at the Top Level.

Anything Business Unit Specific lives at the Business Unit Level.

EG: HR Policy

Anything Client specific lives at the client level.EG: Client Contract

Anything Specific lives at the lowest level, such as a

certain type of project. EG: Project Plan

Site Hierarchy

Information or Content relevant to all Projects lives at the highest

Project Level.

Fields related to all CustomerComplaints, regardless of Business Unit or Contract.

Field related to specific Contract

MetadataItem

Company Item Base

Company Customer Complaint

Customer A Complaint

Customer B Complaint

Customer C Complaint

Re-usable Metadata (Columns)

Content Types – A Type of Document, for example, an Invoice.

Document Set – A better alternative to a folder. Holds properties on the folder for Metadata such as Project ID, Project Manager, etc. Metadata automatically copies to Documents saved in a Document Set, aiding information and content discovery.

Where to Start? – Reverse Engineering Folder Structures.

Less Folders, more Content Types & Metadata

SharePointfor

DocumentManagement

OpenText Content Server is your perfect centralised repository for Content. Offering a back-end Enterprise Content Management Platform for all of your Business Applications.

OpenText Content Server

Your centralisedrepository for

Content

What is OpenText

Content Server?

Side-By-Side, expanding the capability of SharePointSharePoint & OpenText

Enforce Archivin

g Mitigatin

g RiskReducing Admin Efforts

Reducing

Storage Costs

• With Simple Manual Archiving and Scheduled Archiving Tasks, centrally storing important content has never been easier.

• Archive Documents, Folders or Sites based on daily, weekly or monthly schedules.

Archiving Governance

EnforceArchiving

WhyOpenText?

“SharePoint offers all the records management functionality we require. “

• This in fact may be the case, dependent on regulatory compliance requirements in your specific industry.

• Formal compliance requiring a DoD 5015.2 or VERS certified solution.

• Good for compliance multiple disparate records repositories including SharePoint, Network Shares, etc.

Records Management

MitigateRisk

WhyOpenText?

• Reduce the amount of legacy sites showing in your SharePoint UI.

• Reduce the amount of used storage space in SharePoint’s content databases.

Admin Productivity

Reduce AdminEffort

WhyOpenText?

• Take unused or rarely accessed content and move it to a disk based storage system, reducing the amount of space required in your faster SQL Server storage locations.

Storage Costs

ReducingCosts

WhyOpenText?

Solution ExampleArchiving to OpenText Content Server

DEMO – Document Archiving

Solution ExampleEnd to end Solution Example

DEMO – SharePoint FormSharePoint List Forms, .NET, Document Output

SharePoint Form

SharePoint List

Reporting on Data

.NET AppDocume

nt Output

Archive Record to CS

The user can fill out a SharePoint form on their mobile device instead of a paper form.

The information then captured in the form can become data for reporting and still produce the Record.

Additional FeatureSite Administration – Create sites based on templates and Archive whole SharePoint Sites to Content Server with AGA.

Thank you

mdrayton@aiimi.commarkdrayton@AiimiMarkhttp://www.aiimi.com/blog/

Ian HillInside Sales Manager – Northern Europe Phone:    +44 (0) 118 984 8061Website:  www.opentext.com