Sunday, 12 October 2014

SharePoint 2013 ECM

ECM Definition:


ECM is defined as the strategies, methods and tools used to create, capture, manage, store, preserve, deliver and dispose content and documents related to key organizational processes.





Why ECM:

In the past, information is stored in unstructured manner, preventing efficient storage and re-use of knowledge and information.

Multiple disparate storage has reduced productivity, delay of decision making and poor integrity of information used.












Objective:

Data Integrity: To streamline access, optimize security and maintain integrity
  • Single source of document so no data duplication
  • Audit trail allows user for activity tracking
Efficient Time Management: To improve productivity, efficiency and management 
  • Centralized storage / location for business &  technical documents
  • Systematic organization of content for easy search / retrieval
Business Continuity: To capture and retain organizational history
  • Operations continue in the event of any disruption,   natural or man-made
  • Contents are preserved and safe
Faster Business Turn Around time: To utilize up-to-date content for timely decision making & effective planning for organization.
  • Automated document review & approval process - workflow process
  • Document version control

SharePoint ECM:

Landing Page any Document Center Site of SharePoint





 Uploading Document in Document Library





You can upload using browse button or just simply drag and drop, after uploading you have to provide properties/metadata of document like




Details about document library is given below:




Here we can do lots of activity which is mention in above pic.


Search in SharePoint 2013





We can use search with office web app and lots of filtering activity

Workflow

Here I mention simple workflow using content approval workflow, what we get in notification and how we completed our task







Once we click Open the Task


A popup open like above.



This is simple process, it will update soon...thanks 



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