SharePoint-Videos publishes lots of training content on configuring SharePoint 2010 and 2013 as an enterprise solution for records management, or content, or even document management. We aren’t alone in this opinion. No less an authoritative source as Forrester Research offers a webcast and/or a report on the same topic. Further, when we used the Google […]
Implementing SharePoint as a Records Management Solution to Lower Operating Costs
Building a business case for a law firm to implement SharePoint 2013 as a records management solution should be a straightforward proposition. SharePoint 2013 includes a new E-Discovery feature targeted to law firms, and more. In a video tutorial titled How Litigation Holds and E-Discovery Work in SharePoint 2013, John Holliday, JD, explains how litigation […]
It Makes Sense for Regulated Businesses to Master the Metadata Tagging Features of SharePoint
Many regulated businesses have already implemented SharePoint. As John Holliday demonstrates in a video tutorial set titled SharePoint 2013: Records Management, The metadata tagging features of SharePoint 2007, 2010, and 2013 can be used, successfully, to build a satisfactory records management feature for these organizations. Records management is a key component of an overall compliance […]
Designing a File Plan for Records Management with SharePoint Server 2013
At the heart of any records management process should be a file plan, meaning a method of organizing records into a repository. This repository should be structured so stakeholders in the success of the records management effort can obtain the information they require from the records reposed in the system. It is certainly possible to […]
Pros and Cons of Including a Content Organizer Component in a SharePoint 2013 Records Management Solution
Another important component of a successful effort to build a records management solution on SharePoint Server 2013 is a Content Organizer. In a video tutorial titled Core Concepts in Records Management, John Holliday the instructor for this course and an acknowledged subject matter expert on the topic explains the value proposition for including this component: […]
Implementing a Content Type Component of a Records Management Strategy for SharePoint Server 2013
A successful effort to manage records with SharePoint Server 2013 must include a content type component. In a video tutorial titled Document IDs and content type syndication, John Holliday, a subject matter expert on this topic and a published author on topics specific to records management, explains how to set up a content type hub […]
Implementing Document Identifiers is a Useful First Step In Building a Records Management Solution Upon SharePoint Server 2013
As John Holliday explains in a video tutorial titled Document Identifiers in SharePoint 2013, a useful first step in the process of building a records management solution on SharePoint 2013 is to implement document identifiers — “The concept is fairly simple, we want to be able to reference documents by their ID, without having to […]
Checking SharePoint Server 2013 for the Features of a Successful Records Management Program
While SharePoint Server 2013 can be used to underpin a successful records management program, out of the box, it lacks a number of important features a successful records management program will require. The missing features include: Support for building file plans. As John Holliday explains in a video tutorial titled Main Challenges for Records Management, […]
SharePoint Server 2013 Offers a Number of Advantages for Records Management Applications
SharePoint is a ubiquitous application across most large organizations in the private, public and not-for profit areas. The platform offers these organizations a rich set of features useful for the design of the type of document retention program uniquely suitable for compliance reporting purposes. SharePoint Server 2013 maintains this appeal with a lot of new […]