SPT105 - ECMS Implementation Case Study Review

Transcription

1 TECHNOLOGY SOLUTIONS SOLUTIONS DELIVERED DELIVERED SPT105 - ECMS Implementation Case Study Review March 2, 2016

2 Agenda Introductions Review of Business Requirements Governance Plan Highlights Solution Architecture Highlights Demo of Solution Elements Other Solution Elements Lessons Learned (throughout presentation) Q&A

3 Presenters Sonny Poling Principal Consultant Productivity & Collaboration Practice Gary Anderson Senior Enterprise Architect Productivity & Collaboration Practice Founded in 1999 Over 130 Consultants HQ in Greenwood Village, CO Delivering Technology Solutions Solving Strategic Business Challenges

4 Business Requirements Find & Retrieve Documents Automate Retention & Purging Project Team Collaboration Provision Project Sites Synchronize SharePoint & Toughbooks

5 Governance Plan Highlights Design for Reliability and Maintainability Use of Content Hub to standardize and centralize all Site Columns and Content Types Provides opportunities for re-use Allows for growth Information Architecture Use of metadata and site columns No folders allowed Security Model Custom permission levels Use of AD Groups in SharePoint Groups No item-level permissions allowed Monitor with Metalogix ControlPoint Solution Deployment Build and test in a Development environment first Migrate to the Production environment using Metalogix Content Matrix

6 Solution Architecture Highlights Web App Content Hub Site Collection Root Site Collection (Portal) Lab Site Collection Lab Records Center Site Collection Customer Service Site Collection Capital Projects Site Collection CP Project Site Collection Template Contracts Site Collection Project Site Collection 001 (current or archive) Project Site Collection 00n (current or archive) Unless otherwise denoted with dashed borders, there is a one to one relationship between a site collection and a content database: Allows for anticipated growth Meets customer requirement to separate departmental data Reduced administration

7 Demo of Solution Elements Managed Metadata Service and Term Store Content Hub Departmental Solution Elements Nintex Workflow Business System Integration Records Center Retention Drop Off Library / Content Organizer Content Search Webpart Document Sets Metadata Navigation Settings Automated Project Site Provisioning

8 Other Solution Elements Data One 4 PowerShell Content Matrix ControlPoint Robocopy

9 Q&A

10 Appendix

11 Synopsis Gary Anderson, ECS Team Senior Architect, and Sonny Poling, ECS Team Principal Consultant, will review a case study of the Enterprise Content Management System (ECMS) that we implemented for one of our clients. In doing so, we will discuss and/or demonstrate how the following components of the solution were integrated to address the business requirements: Overall Governance Plan, Overall Architecture, Content Hub (Content Types, Site Columns, Information Management Policies), Managed Metadata, Records Center, Drop Off Library, Metadata Navigation and Search, Nintex Workflow, Data One PowerActivity to use PowerShell commands in a Nintex Workflow, and Robocopy. We ll also discuss how the client is using the KnowledgeLake suite of products to support scanning, business data integration and search, and how Metalogix Content Matrix is used for content and site migration. Throughout, we ll share lessons learned and best practices.

12 About Us Founded in 1999 Over 130 Consultants HQ in Greenwood Village, CO Delivering Technology Solutions Solving Strategic Business Challenges

13 Our Solutions Cloud-Native Development Productivity & Collaboration Custom Software Development Enterprise Architecture Enterprise Mobility Integration & API Management Interactive Design UI/UX Project Management & Governance

14 Our Partners

15 Our Clients

16 ECS Team Solution Framework Stage Project Management & Governance Discover Design Build Launch Adopt Focus Ensure long-term project success through governance. Validate business challenges and develop a plan to address these challenges with a new solution. Map the business challenges defined in discover to a technology solution. Convert the design into a working, deployable solution. At the end of build, the solution is ready for the organization to use. Deploy the developed and tested solution. Achieve client success and realize solution business value. ECS Team ensures project success through its process of discover, design, build, launch and adopt, TECHNOLOGY SOLUTIONS while DELIVERED offering project management & governance at the same time.