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TECHNOLOGY TRANSFER PRESENTS [email protected] www.technologytransfer.it DOCUMENT MANAGEMENT AND SHAREPOINT ECM, ALAN PELZ-SHARPE NOVEMBER 29-30, 2010 RESIDENZA DI RIPETTA - VIA DI RIPETTA,231 ROME (ITALY)

ECM, Document Management & SharePoint

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In this course we will provide a thorough introduction to and grounding in Enterprise Content Management technologies.

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Page 1: ECM, Document Management & SharePoint

TECHNOLOGY TRANSFER PRESENTS

[email protected]

DOCUMENT MANAGEMENTAND SHAREPOINT

ECM,

ALANPELZ-SHARPE

NOVEMBER 29-30, 2010RESIDENZA DI RIPETTA - VIA DI RIPETTA, 231

ROME (ITALY)

Page 2: ECM, Document Management & SharePoint

ECM, Document Management and SharePoint

In this course we will provide a thorough introduction to and grounding in Enterprise Content Management te-chnologies. Explain clearly how they work and why they will become of increasing importance to you and yourorganization, particularly in this age of financial restrictions. This will be a highly critical and supplier agnosticworkshop, championing no particular vendor technology approach, but with critical insight into the strengthsand limitations of all the leading systems. The database may not be the right place to manage documents andemail – hence the plethora of ECM tools, including Microsoft SharePoint to manage, search and present on themarket. Understanding how to extract maximum value from content and analytical data is essential in modernorganizations. Hence we will look at how to manage and exploit maximum value from ‘unstructured data’/’con-tent’ and look at how you can best marry this information with your current ‘structured data’ activities. We willspend time looking at the vendor marketplace and how this is has evolved from its roots in Document Manage-ment and workflow to involvement with the Business Intelligence and Data Management world – and explorewhere potential conflicts may arise. The course will remain strictly vendor neutral and will aim to give real worldexamples and methods. Overall this will be a highly practical course, suitable for both technical and more Busi-ness oriented attendees alike.With immense document volumes (many estimate in excess of 80% of corporatedata is unstructured) coursing through organizations, traditional Data Management approaches cannot cope.This leaves critical Business knowledge untapped, unmanaged and idle Business effectiveness and competiti-ve advantage.

WHAT YOUWILL LEARN

• A thorough understanding of ECM Technologies• A foundation in which to structure potential ECM related projects• A focus on SharePoint as a ECM system, how it works, is structured and its limitations• Knowledge of key tools for change with ECM

ABOUT THIS SEMINAR

Page 3: ECM, Document Management & SharePoint

1. Establishing the EnterpriseView of Content Management

• Determining what content is con-sidered valuable• Value of a Unified Content Inte-gration system in the organisation• Identify the Business needs requi-rement of ECM• Short and long term goals ofECM for your organisation• Identifying the existing and futureprimary stakeholders and userexperience for ECM• Auditing current Content applica-tions systems to integrate

2. Designing the Content Archi-tecture for ECM

• Building an inventory of viablecontent repositories and sources• Segregate and categorise thecontent and relationships in ataxonomy or schema• Identify relevant production pro-cesses needed for coherent con-tent flows• Explore possibilities to re-useand re-purpose content• Identify and detail guidelines andstandards for continuous and ef-fective content production• Evaluation of tools: Comparingthe vendor climate and offerings• Applying professional and strate-gic vendor Management whenOutsourcing ECM applicationsand functions• Role of XML – Evaluating the be-nefits and need for XML in diffe-rent ECM platforms• Formulating strategic integrationplans for essential capabilitiesand functionalities in an ECMplatform

3.Microsoft SharePoint in detail

• What is SharePoint 2010 – whatis it not?• Introduction to SharePoint Archi-tecture for Business• Managers• Evaluating SharePoint’s core“Six Pillars”• Advice: Business and Techno-logy Do’s and Don’ts• SharePoint in an heterogeneousenvironment

4. Initiating an ECM – FriendlyChange Management & Orga-nisational Stakeholder Buy-In

• Assessing readiness of ECMadoption – Technology, Proces-ses and People• Training Needs Analysis to equipend-users with needed compe-tencies to utilise ECM efficiently• Expectation Management to pro-vide end-users needed motiva-tion to utilise ECM as part of theirwork-culture• Cultivating a knowledge-sharingculture for enhanced climate forECM

WHO SHOULD ATTEND

The course is suitable for both te-chnical and Business people inte-rested in building or improving onan Information Management stra-tegy. Attendees will typically workeither at mid to senior levels of theIT organizations with an interest inInformation Management, gover-nance and compliance - and maybe dealing with existing traditionalDocument Management applica-tions (such as Documentum or Fi-leNet) or conversely starting to de-ploy Microsoft SharePoint as anInformation Management systemeither alone or in conjunction withtraditional systems across the or-ganization.

• Enterprise Architects• Senior Developers• Senior Content Managers• Webmasters• Web Managers• Web Marketing Managers• Consultants• Systems Integrators• Information Architects

OUTLINE

Page 4: ECM, Document Management & SharePoint

ALAN PELZ-SHARPEECM,DOCUMENT MANAGEMENTAND SHAREPOINT

November 29-30, 2010Residenza di RipettaVia di Ripetta, 231Rome (Italy)

Registration fee:€ 1200

If registered participants are unable to attend,or in case of cancellation of the seminar, thegeneral conditions mentioned before areapplicable.

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Send your registration formwith the receipt of the payment to:Technology Transfer S.r.l.Piazza Cavour, 3 - 00193 Rome (Italy)Tel. +39-06-6832227 - Fax +39-06-6871102info@technologytransfer.itwww.technologytransfer.it

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INFORMATION

PARTICIPATION FEE

€ 1200

The fee includes all seminardocumentation, luncheon and coffeebreaks.

VENUE

Residenza di RipettaVia di Ripetta, 231Rome (Italy)

SEMINAR TIMETABLE

9.30 am - 1.00 pm2.00 pm - 5.00 pm

HOW TO REGISTER

You must send the registration form withthe receipt of the payment to:TECHNOLOGY TRANSFER S.r.l.Piazza Cavour, 3 - 00193 Rome (Italy)Fax +39-06-6871102

withinNovember 15, 2010

PAYMENT

Wire transfer to:Technology Transfer S.r.l.Banca Intesa Sanpaolo S.p.A.Agenzia 6787 di RomaIban Code:IT 34 Y 03069 05039 048890270110

GENERAL CONDITIONS

GROUP DISCOUNT

If a company registers 5 participants tothe same seminar, it will pay only for 4.Those who benefit of this discount are notentitled to other discounts for the sameseminar.

EARLY REGISTRATION

The participants who will register 30 daysbefore the seminar are entitled to a 5%discount.

CANCELLATION POLICY

A full refund is given for any cancellationreceived more than 15 days before theseminar starts. Cancellations less than15 days prior the event are liable for 50%of the fee. Cancellations less than oneweek prior to the event date will be liablefor the full fee.

CANCELLATION LIABILITY

In the case of cancellation of an event forany reason, Technology Transfer’sliability is limited to the return of theregistration fee only.

Page 5: ECM, Document Management & SharePoint

Alan Pelz-Sharpe is a Principal at CMS Watch, covering ECM technologies and practices. Prior to joiningCMS Watch, Mr. Pelz-Sharpe was a strategist and led the ECM Consulting team at Wipro one of the world’slargest IT services firms headquartered in India. He spent years with Ovum, the largest industry analyst firm inEurope, serving 3 years as Vice President and Research Director for the North America region. Mr. Pelz-Shar-pe brings with him over 18 years of experience in IT and Business Consulting. He is recognised as a world ex-pert on Document, Content and Information Management issues, and he has published numerous papers andarticles on the topic. He currently authors the ECM Suites report for CMS Watch (probably the most detailedand extensive report of its kind) and is regularly quoted and featured in the industry press.Mr. Pelz-Sharpe hasappeared as an expert guest on the BBC, BBCWorld, ABC and CNN International.

SPEAKER