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Dynamic Records Management in SharePoint 2013
David C. Broussard
Principal Consultant, SharePoint Corporate Practice Lead
December 12th, 2014
Who We Are
Microsoft National Solutions Provider (NSP)
100% Microsoft focused
We provide:
*90% of our employees maintain at least one Microsoft professional certification*
Microsoft Competencies
GOLD COMPETENCIES
With 17 competencies to date, Catapult Systems ranks in the top 0.10% of Microsoft partners globally.
SILVER COMPETENCIES
A Few Announcements to Start
Central Texas Snow Storm 2011
Catapult Records Management Solutions
Agenda
Records Management 101
RM Features of SharePoint 2013
Catapult Records Management Methodology
Case Study and Solution Overview
Cost Benefit Analysis/Results
Records Management 101
What is a Record?
What is Records Management?
Draft Document Record Expired
Why Records Management?
Key Records Management Terminology
Example RRS/File Plan
RM Features of SharePoint 2013
Retention Policies
Record Center
In-Place Records Management
In-Place Records Management vs. Record Center
Records Center In-Place
Easier to view all records in an organization Easier to maintain original security and findability
Manual upload or custom “Send To” action, plus Content Organizer Rules
“Declare Record” button in ribbon
Content Type-based or Folder-based retention Content Type-based retention only
SharePoint RM Design Methodology
Declaration
• Who should declare records?
• What is the process for declaration?
Retention
• Who should access records?
• What activities go on during retention?
Disposition• What really happens after expiration?
Case Study
Declaration
Retention
Disposition
Results
Cost Benefit Analysis
Type Summary
Project Cost ($580,000)
Recurring Cost ($29,000)
Direct Savings $55,000
Efficiencies $1,200,000
Cost Avoidance $730,000
Total $1,400,000
Don’t get caught in the storm
