Records Management Milwaukee | Concurrency, Inc.

A few of us were playing around the other night with a new conceptual framework for talking about the lifecycle of ECM. (Hey, once you went past the 24th hour of hurricane pre-coverage, we had to do something!) I’ve literally attached our back of the napkin thoughts, along with a bit of explanation for the layers. What do you think? The Top Layer: Manage – Content and Process Focuses on the fundamental purpose of making an investment in ECM – practice and technologies. How do you meet your core business goals of enhancing productivity, reducing risk and cost, and encouraging innovation, when these are often in conflict with each other? The Middle Layer: What the end user does A user centric overview of the fundamental capabilities of ECM. These are the tasks and activities most business users will perform. All other elements are/should be background services to deliver the automation, compliance, process efficiencies behind the scenes. Create/Capture – The intake of enterprise content regardless of the format. From traditional paper scanning, to email filing, integration with office suites, to capture of rich media or graphics, and social media content created for business purpose. Organize – End users will categorize, add…

Applying  a Hold in SharePoint 2010 There are a number of ways to apply holds in SharePoint 2010.  We’ll try to address each of them before this series is through, but I’ll show you the ‘standard’ (manual) process here. (Just a note.  Our friends at Microsoft kinda dropped the ball on applying holds in one respect.  [...]

Don’t miss the AIIM Social Business Virtual Conference on September 8th, 2011. Get answers to these questions: What types of business processes can benefit from using social technologies? Are records and information managers able to achieve meaningful governance in a social world, or are they just getting in the way? Will conventional content and process management applications be able to adapt to a new generation of always on, always connected information workers? How can you develop an effective social business strategy? Registration More than 30 sessions to choose from. Pick the tracks that fit you the best: strategies — Get strategies for engaging customers and empowering staff. View list of sessions > use cases — Learn from the experience of early adopters and visionaries. View list of sessions > governance — Learn how to manage social processes and technologies. View list of sessions >

[As is the case with our 8 things series, the opinions expressed in the 5 myths guest columns are those of the guest contributor and not necessarily mine or AIIM's. This guest post is by Jeff Carr, Senior Consultant and Information Architect, and Seth Earley, CEO of Earley & Associates, Inc. As usual, contra perspectives welcome.] Many organizations are finding that leveraging the full suite of capabilities SharePoint offers requires introduction of a new requirement – that of dealing with, managing and exploiting taxonomies. Of course taxonomies are not new, but there is some confusion about where managed metadata services and the term store end and true taxonomy management begins. There are also some misconceptions about the process of deriving and applying taxonomies in SharePoint. The following are five areas of confusion that we have seen in our engagements and research. Myth #1: SharePoint now has taxonomy management Reality — The term store management tool is not a taxonomy management system. It is called a term store and not the taxonomy manager for a reason. True taxonomy management allows for various types of relationships beyond the parent child (kudos to the SharePoint product team for addressing the lack of hierarchy…