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Is SharePoint 2010 Ready For
Enterprise Content Management?
With Tricia Bush, Microsoft and
Barry Jinks, Colligo Networks

                         March 2, 2010
Agenda

• Speaker Introductions
• What’s New in SharePoint 2010 for ECM? (Microsoft)
• Client Solutions for SharePoint 2010 (Colligo)
• Q/A Session
• Next Steps
Our Speakers

      HOST:
      Barry Jinks
      President & CEO
      Colligo Networks, Inc.




      GUEST SPEAKER:
      Tricia Bush
      Director, SharePoint Enterprise
      Business
      Microsoft
Guest Speaker




      Tricia Bush
      Director,
      SharePoint Enterprise Business
SharePoint 2010
Business Collaboration Platform
SharePoint 2010 and Colligo for ECM
SharePoint 2010 and Colligo for ECM
SharePoint 2010 and Colligo for ECM
SharePoint Insights
SharePoint 2010 and Colligo for ECM
SharePoint 2010 and Colligo for ECM
SharePoint 2010 and Colligo for ECM
Document Sets
Easily Tag Content
Shared Taxonomy and Content Types
SharePoint 2010 and Colligo for ECM
In Place Records Management
Multi-Stage Disposition Policy
SharePoint 2010 and Colligo for ECM
Scale

•
•
•
•
Foundational ECM


                                                                 Document                          Human
 Document             Records     Web Content    Rich Media                       Email
                                                                  Output                           Centric
Management          Management    Management    Management                      Archiving
                                                                Management                        Workflow




                          Supplemental ECM
               Embrace and Extend Workloads with Partners


                                                Transactional
 Physical Records         Business Process                           Scanning and            Archiving and
                                                   Content
  Management               Management                                  Capture              Library Services
                                                Management
SharePoint 2010 and Colligo for ECM
Host




       Barry Jinks
       President & CEO
       Colligo Networks, Inc.
SharePoint 2010 for ECM

We love it!
SharePoint comes of age for ECM & RM applications
  Scalability
  Advanced metadata management features
  Records Management features
SharePoint is now the dominant platform for ECM
  “The uptake of SharePoint 2007 has been dramatic in the last 2 years, with
   50% of organizations polled using or implementing SharePoint (up from 32%
   last year) with a further 13% having plans to do so in the next 12-18 months.”
   – AIIM (1)
  “Sixty-three percent of survey respondents indicated that their organizations
   source ECM from Microsoft, and the majority of this is SharePoint.”
   – Forrester Research (2)
 1) AIIM State of the ECM Industry Report 2009
 2) “Collaboration, Search, And Compliance Drive 2010 ECM Investments” – Stephen Powers, Dec. 8, 2009
SharePoint 2010
ECM Goals

     “As part of the 2010 release,
 SharePoint Content expertly balances
   user experience with policy and
   process, ensuring that everyone
    participates and all content is
    managed” – Microsoft Website

  Colligo Networks is passionate about helping
    ECM customers to achieve those goals.
ECM Business Drivers

Forrester Research Study* – December 2009
  72% plan to increase ECM use or deployment in 2010. Of
   those, the most important drivers for investment in ECM are:
     •   61% cited content sharing
     •   51% cited compliance
     •   45% cited improved search
     •   44% cited Cost-effective automation
  47% percent selected records management as a productivity
   driver. “By making it easier to declare and organize records or
   automating classification, ECM decision-makers hope to take
   advantage of ever-improving RM capabilities.”



 * “Collaboration, Search, And Compliance Drive 2010 ECM Investments” – Stephen Powers, Dec. 8, 2009
User Participation is
Key to Success
“Just because an ECM system is deployed doesn’t
 ensure user participation – the system must be
 convenient, useful, and able to integrate with daily
 processes and tasks.”
 – Microsoft White Paper: “The Business Value of Microsoft
 SharePoint 2010”


“No records management program is ever going to be
 successful if end users are unhappy or, worse,
 unwilling to use your records system.”
 – AIIM, Nov/Dec 2008
Adoption a Major Challenge

“Adoption rates for many ECM deployments are only 40 to
 60 percent of original projections”
 – Doculabs


“27% of ECM users are highly disappointed in
 their ECM Implementations”
 – Jupiter Research
Ease of Use is Most Often
 Cited Satisfaction Factor
“Ease of use once again tops the list of satisfaction factors for ECM systems...”
- 2009 AIIM State of the ECM Industry Report
Top Implementation Issues:
Lack of Training & Low User Acceptance
SharePoint Client Software




                                    Sync

                                           SharePoint

               Desktop Interfaces




                     Local
                     Cache
                   (optional)
Capabilities of
SharePoint Client Software
• Interact with SharePoint through popular applications
• Use familiar desktop operations (i.e. drag n drop)
• Choose from several options to capture content
• Automate content capture and classification
• Unify folder structure on desktop
• Access SharePoint structure and content offline
• Manage and edit metadata effectively
• Find content quickly using local search
• Develop custom applications
• Remotely configure how and where content is stored
• Secure and encrypt SharePoint content on clients
Benefits of Deploying
SharePoint Client Software
• Increased user participation
• More relevant content captured
• Increased collaboration and content sharing
• Improved quality of classification and better searches
• Improved compliance
• Reduced training costs and duration
• More control over proliferation of SharePoint content
SharePoint Client
Software Options
• Microsoft Office
• Third party applications (i.e. Colligo Contributor)
• Custom Applications
Microsoft Office 2010
System
                                     Client   Server


      Create &     Word                       File &
     Edit Office                Office        metadata sync
        File                   Document
     Metadata                   Cache
                   Excel



                   Power-
                   Point



     Create &
     Edit List
     Metadata                                 List metadata
                                              sync
                            SharePoint
                            Workspace 2010
Microsoft Office 2010
SharePoint Capabilities
Word, Excel and      • Supports direct editing of SharePoint metadata
PowerPoint 2010

                     • Offline access to SharePoint doc libs and lists
  SharePoint         • Does not support entry or editing of doc metadata
Workspace 2010       • New features restricted to SharePoint 2010



                     • One way sync of doc libs (read-only)
  Outlook 2010       • No support for metadata or content types



Other Applications   • Documents synched through SharePoint
  (Visio, PDF’s,       Workspace
                     • Metadata must be added / edited through browser
 CAD apps etc.)
Colligo Contributor
System
                                         Client    Server

                    Word                           Cached file, list
       Create &                                    & metadata sync
      Edit Office                  Colligo
         File                      Cache
      Metadata
                    Excel



                    Power-
                    Point


   Create & Edit
   List and File     Any
     Metadata        App                           Non-cached file
                                                   & metadata sync
                             Colligo Contributor
Colligo Contributor
Capabilities
 Any Version of      • Supports SharePoint 2003, 2007,
  SharePoint           and 2010 (upcoming)


    Metadata
                     • Rich editor for metadata creation and editing
Creation & Editing   • Automatic extraction of email metadata
on Any Document

                     • Standalone Client (offline)
   Selection of      • Microsoft Outlook Add-In (email management)
    Interfaces       • Windows Explorer (file share replacement)


                     • Limit SharePoint lists users can access
   Extensive         • SDK to develop custom SharePoint client
  Configuration        applications
Colligo Contributor
Architecture
                      Colligo
                      Contributor
                      Pro
Example Applications of
Colligo Contributor

               Network File      Mobile
                  Share        Workforces
               Replacement      (offline)



        Document                       Project / Matter
       Management                       Management


                                         Single
          Exchange
                                       Instancing
         Public Folder
                                          Email
         Replacement
                                      Attachments

                           Email
                         Management
Contributor Client
Application: Mobile Workers

                              • Rich standalone client
                                provides a consistent
                                interface both online and
                                offline
                              • Drag-and-drop files and
                                folders between SharePoint
                                sites or between Windows
                                and SharePoint
                              • Add or edit custom metadata
                              • Support for Office metadata
                                properties
                              • Auto extraction of email
                                metadata
                              • Supports mobile workforces
                                that need offline access to
                                SharePoint
Contributor File Manager
Application: Network File Shares

                             • Intelligent link between
                               SharePoint and the Windows
                               Explorer interface
                             • Open/save to SharePoint
                               from desktop applications
                             • Drag-and-drop files and
                               folders between SharePoint
                               sites or between Windows
                               and SharePoint
                             • Add or edit custom metadata
                             • Auto extraction of email
                               metadata
                             • Ideal for network file share
                               replacement
Email Management
in SharePoint
“55% of organizations still have “little or no confidence”
 that important emails are recorded ... 27% consider
 email attachments to be “very unmanaged”
“Only 19% have the facility to move important emails
 into a document or records management system, or a
 dedicated email management system, and 45% of
 respondents are still filing their important emails in
 personal Outlook folders”
“Whilst it would be easy to suggest most organizations
 are only using SharePoint for collaboration or as a
 portal, 64% are using it for document management at a
 check-in/check-out level... only 13% have hooked in
 emails to SharePoint”
– AIIM, 2009
Outlook Client for
SharePoint ECM
Why do you need an Outlook client for SharePoint ECM?
• Email is a critical component of enterprise content; it
  needs to be managed
   • 75% of documents generated by knowledge workers is stored and
     sent in email (2)
• Outlook is the client application that people “live in”
   • Knowledge workers spend 50% of their time using email (1)
• All competitive ECM platforms have an Outlook
  interface
• Outlook client drives user adoption of SharePoint for
  email management

                                               1. Gartner Group 2007
                                                 2. META Group 2007
Contributor Outlook Add-In
  Application: Email Management



“Colligo Contributor
 Add-in for Outlook ...
 has significantly
 increased the number
 of emails that our staff
 are managing in
 SharePoint...This has
 been a huge benefit
 for the firm.”
– Susan Nordfoss, CKO,
  KPMG Denmark



                            Drag n drop emails to SharePoint folders
Automatic and Manual
Metadata Application
                             Exceptional support for metadata
                             • Leverage the full power of SharePoint
                             • Develop custom editors with SDK



                                  Prompts for Content Type

                                  Creates unique file name


                                  Supports the addition of custom
                                  metadata

                                  Automatically extracts over 20
                                  properties from emails



  Built-in Metadata Editor
Contributor Outlook Add-In
Application: Exchange Public Folder Replacement




Colligo for SharePoint Folders            Exchange Public Folders
Contributor Outlook Add-In
Application: Attachment Management



                                    Colligo Ribbon Group:
                            • Upload attachments to SharePoint
                            • Tag with metadata
                            • Attach files already in SharePoint
                            • Set custom rules




                            Replaces with link to SharePoint file


                            Custom Attachment Rules
                            • Attachment rules may be
                              customized
Colligo Contributor Supports
Email Mgmt Requirements
          SharePoint               Outlook 2010   SharePoint     Colligo
          Integration                             Workspace    Contributor
                                                    2010       Add-In for
                                                                Outlook
Sync Document Libraries               1-way         2-way        2-way
Drag and drop emails to
SharePoint via Outlook Folders                                     
Use Outlook rules to move emails
to SharePoint                                                      
Extract email Metadata
automatically                                                      
Select Content Type when
moving emails to SharePoint                                        
Apply custom metadata to emails
                                                                   
Manage email attachments
                                                                   
Access SharePoint metadata,
and views offline in Outlook                                       
Deployment & Configuration
 Helps Reduce Data Proliferation

• Deployed using standard tools, such
  as SMS
• Silent installation and activation
• Configuration options include: cache
  location, encryption settings,
  metadata behavior, sync
  configuration, attachment rules etc.
• Scripting is supported for adding or
  removing sites, folders and lists       Example: Executive Dashboard
  from Clients                            Built by a Global Professional
                                          Services Firm using Colligo SDK
• Site Configuration File: Content
  selection and default metadata       • Contributor SDK supports
  values can be defined in an XML file   development of custom
  on client.                             applications, metadata
                                         editors, and attachment
                                         rules
Case Study

Program Overview
  RecordsExcellence is a global initiative designed to
   foster standardization in the way Watson Wyatt’s
   associates use, track, store, and dispose of e-mails, and
   documents.
  Required a client solution to provide:
    • Drag-and-drop of emails and files within Outlook
    • Offline access to SharePoint content
    • Seamless interface for application of metadata
Solution
  Colligo Contributor for Outlook
RecordsExcellence
Email Client Integration
with Drag/Drop
Business Specific
  Metadata Collection
Custom Metadata Editor
Benefits of Colligo

• Drag and drop e-mail and documents from multiple
  locations (individual and bulk)
  Outlook inbox
  Public Folders
  Network drives
  Desktops
• Extensive offline capabilities to assist traveling
  associates manage content
• File emails to SharePoint via Blackberries
• Allows Watson Wyatt to invoke a consistent, easy-to-
  use metadata taxonomy that enables compliance
• Seamless record declaration
Results

• Drive adoption of RecordsExcellence among
  associates by making it easy to use
• Streamline the processes of adding client & business
  information (emails & documents) to SharePoint
• Build more structured business information with
  automated metadata capture
• Deliver superior customer service by enabling
  consistent client management
• Reduce risk and liability, improving regulatory
  compliance and efficiency
Results


“Colligo Contributor makes SharePoint easy to use with
 quick drag-and-drop capabilities, metadata capture,
 and email management. It has helped our firm improve
 enterprise records management, while making
 regulatory compliance more efficient.”

- Nishan DeSilva, Global Director, Records & Content
  Management, Watson Wyatt Worldwide
Conclusion

• New capabilities in SharePoint 2010 will further drive it’s
  growth as an ECM platform
• User adoption is the key to successful ECM deployment
• Ease of use is the top measure of satisfaction with ECM
• Consider deploying a SharePoint client software
  solution to ensure all users participate and all content is
  managed
• Email forms a large part of content that needs to be
  managed and shared. By linking SharePoint into
  Outlook, email and attachments can become records
• Several SharePoint client alternatives are available.
  Choosing the right one depends on the scenarios you
  plan to support
Colligo Contributor
Supports Top ECM Goals

   Content       • Promotes high user participation
                 • Link to SharePoint through common applications
   sharing       • Several methods to capture content, online & offline


                 • All file types equally supported
 Compliance      • Users choose content type, declare records
                 • Move content automatically (Outlook rules)


  Improved       • More relevant metadata captured
                 • Automatic email metadata extraction
   Search        • Standard and custom metadata editors


Cost-Effective   • Low cost (per seat license)
                 • Low training overhead
 Automation      • Easy to configure & deploy
Questions and Answers


          www.colligo.com/Webinars/ECM


> Q and A session with Barry and Tricia

           Barry Jinks
           President & CEO
           Colligo Networks



           Tricia Bush
           Director, SharePoint Enterprise
           Business
           Microsoft
Next Steps


              www.colligo.com/Webinars/ECM


> Get 30-Day Free Trial – Contributor Pro
> Access Webinar Recording
> Download Webinar Reference Materials
> Contact Presenters

Barry Jinks            Tricia Bush
President & CEO        Director, SharePoint Enterprise Business
Colligo Networks       Microsoft
bwjinks@colligo.com    tbush@microsoft.com

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SharePoint 2010 and Colligo for ECM

  • 1. Is SharePoint 2010 Ready For Enterprise Content Management? With Tricia Bush, Microsoft and Barry Jinks, Colligo Networks March 2, 2010
  • 2. Agenda • Speaker Introductions • What’s New in SharePoint 2010 for ECM? (Microsoft) • Client Solutions for SharePoint 2010 (Colligo) • Q/A Session • Next Steps
  • 3. Our Speakers HOST: Barry Jinks President & CEO Colligo Networks, Inc. GUEST SPEAKER: Tricia Bush Director, SharePoint Enterprise Business Microsoft
  • 4. Guest Speaker Tricia Bush Director, SharePoint Enterprise Business
  • 16. Shared Taxonomy and Content Types
  • 18. In Place Records Management
  • 22. Foundational ECM Document Human Document Records Web Content Rich Media Email Output Centric Management Management Management Management Archiving Management Workflow Supplemental ECM Embrace and Extend Workloads with Partners Transactional Physical Records Business Process Scanning and Archiving and Content Management Management Capture Library Services Management
  • 24. Host Barry Jinks President & CEO Colligo Networks, Inc.
  • 25. SharePoint 2010 for ECM We love it! SharePoint comes of age for ECM & RM applications  Scalability  Advanced metadata management features  Records Management features SharePoint is now the dominant platform for ECM  “The uptake of SharePoint 2007 has been dramatic in the last 2 years, with 50% of organizations polled using or implementing SharePoint (up from 32% last year) with a further 13% having plans to do so in the next 12-18 months.” – AIIM (1)  “Sixty-three percent of survey respondents indicated that their organizations source ECM from Microsoft, and the majority of this is SharePoint.” – Forrester Research (2) 1) AIIM State of the ECM Industry Report 2009 2) “Collaboration, Search, And Compliance Drive 2010 ECM Investments” – Stephen Powers, Dec. 8, 2009
  • 26. SharePoint 2010 ECM Goals “As part of the 2010 release, SharePoint Content expertly balances user experience with policy and process, ensuring that everyone participates and all content is managed” – Microsoft Website Colligo Networks is passionate about helping ECM customers to achieve those goals.
  • 27. ECM Business Drivers Forrester Research Study* – December 2009  72% plan to increase ECM use or deployment in 2010. Of those, the most important drivers for investment in ECM are: • 61% cited content sharing • 51% cited compliance • 45% cited improved search • 44% cited Cost-effective automation  47% percent selected records management as a productivity driver. “By making it easier to declare and organize records or automating classification, ECM decision-makers hope to take advantage of ever-improving RM capabilities.” * “Collaboration, Search, And Compliance Drive 2010 ECM Investments” – Stephen Powers, Dec. 8, 2009
  • 28. User Participation is Key to Success “Just because an ECM system is deployed doesn’t ensure user participation – the system must be convenient, useful, and able to integrate with daily processes and tasks.” – Microsoft White Paper: “The Business Value of Microsoft SharePoint 2010” “No records management program is ever going to be successful if end users are unhappy or, worse, unwilling to use your records system.” – AIIM, Nov/Dec 2008
  • 29. Adoption a Major Challenge “Adoption rates for many ECM deployments are only 40 to 60 percent of original projections” – Doculabs “27% of ECM users are highly disappointed in their ECM Implementations” – Jupiter Research
  • 30. Ease of Use is Most Often Cited Satisfaction Factor “Ease of use once again tops the list of satisfaction factors for ECM systems...” - 2009 AIIM State of the ECM Industry Report
  • 31. Top Implementation Issues: Lack of Training & Low User Acceptance
  • 32. SharePoint Client Software Sync SharePoint Desktop Interfaces Local Cache (optional)
  • 33. Capabilities of SharePoint Client Software • Interact with SharePoint through popular applications • Use familiar desktop operations (i.e. drag n drop) • Choose from several options to capture content • Automate content capture and classification • Unify folder structure on desktop • Access SharePoint structure and content offline • Manage and edit metadata effectively • Find content quickly using local search • Develop custom applications • Remotely configure how and where content is stored • Secure and encrypt SharePoint content on clients
  • 34. Benefits of Deploying SharePoint Client Software • Increased user participation • More relevant content captured • Increased collaboration and content sharing • Improved quality of classification and better searches • Improved compliance • Reduced training costs and duration • More control over proliferation of SharePoint content
  • 35. SharePoint Client Software Options • Microsoft Office • Third party applications (i.e. Colligo Contributor) • Custom Applications
  • 36. Microsoft Office 2010 System Client Server Create & Word File & Edit Office Office metadata sync File Document Metadata Cache Excel Power- Point Create & Edit List Metadata List metadata sync SharePoint Workspace 2010
  • 37. Microsoft Office 2010 SharePoint Capabilities Word, Excel and • Supports direct editing of SharePoint metadata PowerPoint 2010 • Offline access to SharePoint doc libs and lists SharePoint • Does not support entry or editing of doc metadata Workspace 2010 • New features restricted to SharePoint 2010 • One way sync of doc libs (read-only) Outlook 2010 • No support for metadata or content types Other Applications • Documents synched through SharePoint (Visio, PDF’s, Workspace • Metadata must be added / edited through browser CAD apps etc.)
  • 38. Colligo Contributor System Client Server Word Cached file, list Create & & metadata sync Edit Office Colligo File Cache Metadata Excel Power- Point Create & Edit List and File Any Metadata App Non-cached file & metadata sync Colligo Contributor
  • 39. Colligo Contributor Capabilities Any Version of • Supports SharePoint 2003, 2007, SharePoint and 2010 (upcoming) Metadata • Rich editor for metadata creation and editing Creation & Editing • Automatic extraction of email metadata on Any Document • Standalone Client (offline) Selection of • Microsoft Outlook Add-In (email management) Interfaces • Windows Explorer (file share replacement) • Limit SharePoint lists users can access Extensive • SDK to develop custom SharePoint client Configuration applications
  • 40. Colligo Contributor Architecture Colligo Contributor Pro
  • 41. Example Applications of Colligo Contributor Network File Mobile Share Workforces Replacement (offline) Document Project / Matter Management Management Single Exchange Instancing Public Folder Email Replacement Attachments Email Management
  • 42. Contributor Client Application: Mobile Workers • Rich standalone client provides a consistent interface both online and offline • Drag-and-drop files and folders between SharePoint sites or between Windows and SharePoint • Add or edit custom metadata • Support for Office metadata properties • Auto extraction of email metadata • Supports mobile workforces that need offline access to SharePoint
  • 43. Contributor File Manager Application: Network File Shares • Intelligent link between SharePoint and the Windows Explorer interface • Open/save to SharePoint from desktop applications • Drag-and-drop files and folders between SharePoint sites or between Windows and SharePoint • Add or edit custom metadata • Auto extraction of email metadata • Ideal for network file share replacement
  • 44. Email Management in SharePoint “55% of organizations still have “little or no confidence” that important emails are recorded ... 27% consider email attachments to be “very unmanaged” “Only 19% have the facility to move important emails into a document or records management system, or a dedicated email management system, and 45% of respondents are still filing their important emails in personal Outlook folders” “Whilst it would be easy to suggest most organizations are only using SharePoint for collaboration or as a portal, 64% are using it for document management at a check-in/check-out level... only 13% have hooked in emails to SharePoint” – AIIM, 2009
  • 45. Outlook Client for SharePoint ECM Why do you need an Outlook client for SharePoint ECM? • Email is a critical component of enterprise content; it needs to be managed • 75% of documents generated by knowledge workers is stored and sent in email (2) • Outlook is the client application that people “live in” • Knowledge workers spend 50% of their time using email (1) • All competitive ECM platforms have an Outlook interface • Outlook client drives user adoption of SharePoint for email management 1. Gartner Group 2007 2. META Group 2007
  • 46. Contributor Outlook Add-In Application: Email Management “Colligo Contributor Add-in for Outlook ... has significantly increased the number of emails that our staff are managing in SharePoint...This has been a huge benefit for the firm.” – Susan Nordfoss, CKO, KPMG Denmark Drag n drop emails to SharePoint folders
  • 47. Automatic and Manual Metadata Application Exceptional support for metadata • Leverage the full power of SharePoint • Develop custom editors with SDK Prompts for Content Type Creates unique file name Supports the addition of custom metadata Automatically extracts over 20 properties from emails Built-in Metadata Editor
  • 48. Contributor Outlook Add-In Application: Exchange Public Folder Replacement Colligo for SharePoint Folders Exchange Public Folders
  • 49. Contributor Outlook Add-In Application: Attachment Management Colligo Ribbon Group: • Upload attachments to SharePoint • Tag with metadata • Attach files already in SharePoint • Set custom rules Replaces with link to SharePoint file Custom Attachment Rules • Attachment rules may be customized
  • 50. Colligo Contributor Supports Email Mgmt Requirements SharePoint Outlook 2010 SharePoint Colligo Integration Workspace Contributor 2010 Add-In for Outlook Sync Document Libraries 1-way 2-way 2-way Drag and drop emails to SharePoint via Outlook Folders  Use Outlook rules to move emails to SharePoint  Extract email Metadata automatically  Select Content Type when moving emails to SharePoint  Apply custom metadata to emails  Manage email attachments  Access SharePoint metadata, and views offline in Outlook 
  • 51. Deployment & Configuration Helps Reduce Data Proliferation • Deployed using standard tools, such as SMS • Silent installation and activation • Configuration options include: cache location, encryption settings, metadata behavior, sync configuration, attachment rules etc. • Scripting is supported for adding or removing sites, folders and lists Example: Executive Dashboard from Clients Built by a Global Professional Services Firm using Colligo SDK • Site Configuration File: Content selection and default metadata • Contributor SDK supports values can be defined in an XML file development of custom on client. applications, metadata editors, and attachment rules
  • 52. Case Study Program Overview RecordsExcellence is a global initiative designed to foster standardization in the way Watson Wyatt’s associates use, track, store, and dispose of e-mails, and documents. Required a client solution to provide: • Drag-and-drop of emails and files within Outlook • Offline access to SharePoint content • Seamless interface for application of metadata Solution Colligo Contributor for Outlook
  • 55. Business Specific Metadata Collection Custom Metadata Editor
  • 56. Benefits of Colligo • Drag and drop e-mail and documents from multiple locations (individual and bulk) Outlook inbox Public Folders Network drives Desktops • Extensive offline capabilities to assist traveling associates manage content • File emails to SharePoint via Blackberries • Allows Watson Wyatt to invoke a consistent, easy-to- use metadata taxonomy that enables compliance • Seamless record declaration
  • 57. Results • Drive adoption of RecordsExcellence among associates by making it easy to use • Streamline the processes of adding client & business information (emails & documents) to SharePoint • Build more structured business information with automated metadata capture • Deliver superior customer service by enabling consistent client management • Reduce risk and liability, improving regulatory compliance and efficiency
  • 58. Results “Colligo Contributor makes SharePoint easy to use with quick drag-and-drop capabilities, metadata capture, and email management. It has helped our firm improve enterprise records management, while making regulatory compliance more efficient.” - Nishan DeSilva, Global Director, Records & Content Management, Watson Wyatt Worldwide
  • 59. Conclusion • New capabilities in SharePoint 2010 will further drive it’s growth as an ECM platform • User adoption is the key to successful ECM deployment • Ease of use is the top measure of satisfaction with ECM • Consider deploying a SharePoint client software solution to ensure all users participate and all content is managed • Email forms a large part of content that needs to be managed and shared. By linking SharePoint into Outlook, email and attachments can become records • Several SharePoint client alternatives are available. Choosing the right one depends on the scenarios you plan to support
  • 60. Colligo Contributor Supports Top ECM Goals Content • Promotes high user participation • Link to SharePoint through common applications sharing • Several methods to capture content, online & offline • All file types equally supported Compliance • Users choose content type, declare records • Move content automatically (Outlook rules) Improved • More relevant metadata captured • Automatic email metadata extraction Search • Standard and custom metadata editors Cost-Effective • Low cost (per seat license) • Low training overhead Automation • Easy to configure & deploy
  • 61. Questions and Answers www.colligo.com/Webinars/ECM > Q and A session with Barry and Tricia Barry Jinks President & CEO Colligo Networks Tricia Bush Director, SharePoint Enterprise Business Microsoft
  • 62. Next Steps www.colligo.com/Webinars/ECM > Get 30-Day Free Trial – Contributor Pro > Access Webinar Recording > Download Webinar Reference Materials > Contact Presenters Barry Jinks Tricia Bush President & CEO Director, SharePoint Enterprise Business Colligo Networks Microsoft bwjinks@colligo.com tbush@microsoft.com