Few topics are hotter than Data Analytics, but if your organization is struggling to make progress then you are not alone. The first step is often to analyze what has worked and expand those lessons to a repeatable model.
Knowledge management captures good ideas and hard-earned lessons learned so you can use them later — the hard part is making it happen. Building the habits and procedures that make this knowledge management possible isn’t easy, but it doesn’t have to take herculean effort. The key elements of this presentation will teach you:
How to identify quick wins you can use now to start you on the right path
How to get people on board and make the changes stick
Basic change management practices to align with a new way of doing things
The ubiquity of SharePoint® is a given. Its functionality and ease of deployment guarantee its popularity. But which flavor of “SharePoint” does your organization have? Has the same version been implemented throughout your company? Is it possible to govern SharePoint deployments company-wide? Without a strategic information architecture, implementations result in site sprawl, a lack of governance, misalignment with business processes and requirements, and content duplication.
SharePoint has the potential to manage documents in a variety of ways. It comes pre-configured for casual ad-hoc individual team document file sharing, but what if you wanted to do more? SharePoint has the ability to tie business documents and processes of any kind directly into SharePoint. If you wanted to do that, how would you go about it? This session will examine the planning process you need to follow, the configuration options you will need to implement and the pitfalls that you will need to avoid.
How are other companies in your "neighborhood" dealing with the document management and workflow challenges they confront. What kinds of solutions do they offer their users, and what are the critical success factors for achieving success. This session will provide you with an overview of the range of business document and workflow problems that others have solved and discuss the criteria for achieving those in your organization.
Kathy Jordan guides the audience in a discussion on managing legacy records. She instructs the audience to list the pitfalls commonly associated with managing physical records across multiple repositories, describe techniques for sampling volumes of physical records, define processes for conducting an efficient inventory of their physical records, and identify organizational challenges associated with shifting from physical records to electronic records.
Glen Hilford guides the audience through effectively evaluating your existing technology environment and leads them to learning how to conduct an ECRM technology needs analysis. He also explains how to define marketplace trends that are shaping available toolsets, as well as identifying components associated with a technology decision framework.
Susan d'Herbes co-presents with Tod Knight to discuss the basic steps for configuring an auto-classification tool. They explain to the audience the potential uses and expected benefits of auto-classification, and help them to recognize the typical challenges and limitations that may be encountered using auto-classification.