SharePoint v15 (aka SharePoint 2013) Richard Jeffrey-Cook. IRMS Public Sector Group October 2012 In-Form Consult Ltd, All rights reserved.

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1 SharePoint v15 (aka SharePoint 2013) Richard Jeffrey-Cook

2 Leading independent experts in corporate information and records management About us In-Form Consult (IFC), an independent corporate information management (CIM) consultancy, is help many public and private sector organisations to implement successful CIM and Records Management programmes addressing the business, technical and cultural challenges that prevent significant benefits being realised. Our services We have a proven record of providing impartial and objective advice to our clients at all stages of a programme from feasibility study and preparation of the business case, through procurement support, testing and user acceptance and information cleansing and migration. We can undertake information surveys and audits, support change management and supply training. We are recognised across Europe for leading innovation and contributing to improved practices and standards in the field of corporate information and records management

3 Our Clients

4 Aims of this presentation Explain some of the Information Management features in SharePoint v15 Consider how this might affect records managers Does this change the paperless office?

5 Before I begin! IFC is an independent consultancy SharePoint has limitations as an EDRM system Other products are available... We are implementing effective EDRM systems for using SharePoint 2010 for our clients (often with Automated Intelligence Compliance Extender) SharePoint won t be disappearing any time soon!

6 SharePoint v15 Features still subject to change Many changes from SharePoint 2010 this is only a few of them! Trends Hybrid environment, on-premise and cloud Need to add value to Microsoft Office suite Search gets better To get the most out of SharePoint v15 you will need Office v15

7 RM with SharePoint 2010 Much more functionality than SharePoint 2007 No system o Tools to create and sustain (over the long term) a classification approach o No integration o Limited bulk import and export capability Suitable for point solutions, challenging to implement as an enterprise solution

8 Shredded Storage Document with 2 versions SharePoint 2010 stores a complete copy of each version SharePoint v15 will store one document and the changes from one version to the next Potentially a big space saver...

9 Site Policies SharePoint 2010 allows you to apply policies to libraries SharePoint v15 will allow a policy to be applied to a site The retention policy for the entire site and the team mailbox, if one is associated with the site. What causes a project to be closed. When a project should expire Can set also site collection as read only Policies will be replicated from content type hub

10 Documents will be stored in SharePoint s will be stored in Exchange Team Folders can receive s and have their own address Easy access to both from Outlook and SharePoint Unified compliance policy applies to both

11 Document Sets SharePoint 2010 introduced the Document Set a type of folder for managing case files SharePoint v15 improves the Document Set Document set icon in search results Folders supported Also for default documents set for document set Support for easier aggregation Content By Search & Content By Query web parts understand document sets Better developer support Capture full document set as version Search directly in document set

12 Improvements to Search Search is often poorly implemented in SharePoint 2010 SharePoint v15 improves both the back-end and front-end Better architecture Better methods for displaying results Better methods for refining results/faceted navigation Faceted navigation is using term sets to refine results Better query suggestions Better thumbnail previews Big improvements to ediscovery

13 Marketplace Apps for SharePoint May lead to more information and records management features in SharePoint?

14 What will be the reality? Many other reasons for using SharePoint May need to manage information in SharePoint whether you want to or not Information management is very dependent upon human factors Usability Change management Organisational controls SharePoint v15 with Office v15 may improve usability SharePoint v15 can do little to address change management and organisational controls Needs more management tools these may appear as Apps

15 Will we be paperless? No But Managing digital information is complex keeping paper is simpler In most organisations 90%+ of all information is either sent or received by Paper is not the only story Ediscovery has become important Allowing information to go feral carries significant, and growing, risks

16 Finally If you would like a free presentation to your director/executive management team on the impact of SharePoint 2013 on information management Contact us Call Or info@inform-consult.com quoting SP2013 Presentation

17 Any Questions?