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SPUnite17 The New Enterprise Content Management

Jan 28, 2018

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Page 1: SPUnite17 The New Enterprise Content Management
Page 2: SPUnite17 The New Enterprise Content Management

THE NEW ENTERPRISE CONTENT MANAGEMENT (ECM) IN TODAY’S WORLD

Bram de Jager

Lead Architect

Page 3: SPUnite17 The New Enterprise Content Management

ECM MARKET: a market in transitionUSE CASES EVOLVE, FORCING BOTH FRAGMENTATION AND CONSOLIDATION

OVER THE NEXT YEAR

90%Of current decision makers is

planning to expand rollouts

IN 2017

$8 billionGlobal market for ECM

IN 2018

$9 billionGlobal market for ECM

Page 4: SPUnite17 The New Enterprise Content Management

ECM is DEAD

Birth of the Content Services

and Content Experiences

world

Page 5: SPUnite17 The New Enterprise Content Management

Microsoft SharePoint

recognized as a

leader in Gartner

Magic Quadrant for

Content Services

Platforms

Page 6: SPUnite17 The New Enterprise Content Management

Integrated contentservices

Page 7: SPUnite17 The New Enterprise Content Management

CREATE

The new Enterprise

Content Management

(ECM) in Today’s World

Page 8: SPUnite17 The New Enterprise Content Management

CREATE, SHARE, DISCOVER

Office integration on Windows, Mac, and mobile

› Save, share, real-time coauthoring

› Properties, recent, version history, check out/in

Content types

› Template and metadata, per-site, tenant-wide OR hybrid

News, pages, lists

Simple link sharing, internal and external

Office Lens

Capture from email, file system, scanner, etc.

Page 9: SPUnite17 The New Enterprise Content Management

DEMO

Office Lens document capture

10

Page 10: SPUnite17 The New Enterprise Content Management

COORDINATE

The new Enterprise

Content Management

(ECM) in Today’s World

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COORDINATE AND STRUCTURE

Organizing libraries and lists

› User-lead: custom columns, views, filtering, pinning

› IT-lead: shared taxonomy

PowerApps for custom mobile experience

Flow & LogicApps for approvals, workflow and process

Group conversation and calendar

Page 12: SPUnite17 The New Enterprise Content Management

BUILDING BLOCKS OF THE INTRANET

Hub sites

NavigationSearchLook-and-feelRollup

Communication sites

Publishing sitesCustom appsTeam sites

Page 13: SPUnite17 The New Enterprise Content Management

SharePoint

Home

OneDrive

O365

Files

MS

Gra

ph &

conte

nt

rollu

p

Hub Sites /

Portals

Yammer Video-Stream

(optional Groups integration)

SharePoint Content Services & Libraries

Communication

Sites

Yammer Video-Stream

SharePoint Content Services & Libraries

Team Sites

(Perm/Temp)

Office 365 Groups including Teams

SharePoint Content Services & Libraries

Office 365 Group Membership

SHAREPOINT/OFFICE 365 INFORMATION ARCHITECTURE

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ONEDRIVE AND SHAREPOINT CAPACITY

30M

15GB 12.5EB

25TB

30.000.000.000.000

Page 15: SPUnite17 The New Enterprise Content Management

PREDICTIVE INDEXING

Allow creating indices on libraries up to 20,000 items

Automatic Index Management background job

› Adds indices to views with filter or sort for libraries under 20,000

Partial results in modern UX (indexing on the sort field)

Run auto index logic when view is edited

Just-in-time auto-index when sorting in modern UX

Page 16: SPUnite17 The New Enterprise Content Management

FILTERS PANE

Replaces Metadata Navigation and Filtering

Consolidated filtering UI

Smart filters chosen by default

Pin columns you want to filter often

19

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MODERN DOCUMENT LIBRARIES

Modern, thumbnail-centric library view

Inline, contextual information panel

Simple move/copy gestures

20

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DEMO

OneDrive:

21

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FLOW FOR DOCUMENT MANAGEMENT

Connect to/from document libraries

Route, alert, set actions based on process automation logic

TIP: use extended properties to enable moving document attachments

from email

TIP: Use Teams to establish email addresses for library folders

22

Page 20: SPUnite17 The New Enterprise Content Management

OUT OF BOX “SEND FOR REVIEW” FLOW

Available in all lists and libraries, no set up required

Uses the Flow launch panel and prompts for approver and message

Tracks the status in a new column on the library: “Review status”

Page 21: SPUnite17 The New Enterprise Content Management

DEMO

Collect event photos in centralized

repository with Flow buttons

24

Page 22: SPUnite17 The New Enterprise Content Management

ATTENTION VIEWS

Helps users focus on files that are pending, incomplete, or otherwise need attention

Response to feedback that required properties in modern UI are too “soft”

Field Highlighting Notification Files that need attention View

When a required property is missing, every view highlights that field as needing attention.

View picker lights up with a new view when there are items that need attention

One stop shopping place for all the items in the list that need attention

Page 23: SPUnite17 The New Enterprise Content Management

WORD

SHAREPOINT

PROPERTIES

PANELShow document and

SharePoint properties

View and edit

properties within

context of document

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DEMO

Metadata Navigation & Word SharePoint

Properties Pane

27

Page 25: SPUnite17 The New Enterprise Content Management

PROTECT

The new Enterprise

Content Management

(ECM) in Today’s World

Page 26: SPUnite17 The New Enterprise Content Management
Page 27: SPUnite17 The New Enterprise Content Management

EVENT BASED CONTENT RETENTION

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THE EVOLUTION OF AZURE RMS

DOCUMENT

TRACKING

DOCUMENT

REVOCATION

Monitor &

respond

LABELINGCLASSIFICATION

Classification

& labeling

ENCRYPTION

Protect

ACCESS

CONTROLPOLICY

ENFORCEMENT

Page 29: SPUnite17 The New Enterprise Content Management

Azure InformationProtection

Full Data

LifecycleDOCUMENT

TRACKING

DOCUMENT

REVOCATION LABELING

CLASSIFICATION

ENCRYPTION

ACCESS

CONTROL

POLICY

ENFORCEMENT

Page 30: SPUnite17 The New Enterprise Content Management

DEMO

Classify, Label, Protect

35

Page 31: SPUnite17 The New Enterprise Content Management

HARVEST

The new Enterprise

Content Management

(ECM) in Today’s World

Page 32: SPUnite17 The New Enterprise Content Management

HARVEST SUMMARY

Discovery

› Delve, Site cards, OneDrive Discover, Search

Curation

› Flow-based disposal

› Information Lifecycle Management (ILM)

Create/reseed

› Tap (document sections)

› Copy in place (new docs)

37

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TAP »

DOCUMENT ITEMConsume indexed

section of documents

into new documents

Based on search

Used in Office Clients

Can also insert metadata

as Quick Parts

Page 34: SPUnite17 The New Enterprise Content Management

DEMO

Build new document with Tap

39

Page 35: SPUnite17 The New Enterprise Content Management

WRAP-UP

The new Enterprise

Content Management

(ECM) in Today’s World

Page 36: SPUnite17 The New Enterprise Content Management

ECM is DEAD

ECM market splits into

Business content services

Transactional content services

Page 37: SPUnite17 The New Enterprise Content Management

KEY TAKEAWAYS

ECM market is in transition, driven by

› Enterprise Architects seek modern content platforms to meet new use

cases

› Analytics, file sharing, collaboration, and a focus on usability are key

differentiators

SharePoint and OneDrive are leaders in Gartner and Forrester quadrants

› Evolution leads to new set of capabilities supporting new and existing use

cases

Page 39: SPUnite17 The New Enterprise Content Management