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 […]

Financial Institutions may Realize Considerable Savings by Using SharePoint 2010 to Support Regulatory Compliance Efforts

We read with some interest an article written by Susan Feinberg, Big Demands for Small Banks. This article was published on August 6, 2012 on the Computerworld web site. What caught our attention in this article was Ms. Feinberg’s observation ” . . . that small banks may have to start investing in compliance technology […]

Realizing Critically Important Value from SharePoint is Easier for Regulated Global Businesses

Global businesses engaged in heavily regulated industries have an easier time positioning SharePoint as a mission critical application for the enterprise. The reason for this relative ease is that compliance efforts with responsibilities to manage activities like document creation across all business silos are already in place for these global businesses in industry sectors like […]