SharePoint Wisconsin | Concurrency, Inc.

So I just finished the new AIIM SharePoint Practitioner course.  I took it online, rather than in the two-day classroom training.  I have to tell you, I thought it was an excellent course.  There’s a clear ECM focus (this is AIIM, after all), but it’s really a very balance course, helping you understand what SharePoint [...]

Capturing and storing digital assets for your organization with an ECM or DM solution is only the first step. Now you need to leverage those digital assets to drive revenue and cut costs further. So here is your checklist for making technology choices to complement and future-proof your ECM or DM implementation. [Note: Our e-books are free. Check them out HERE. Have you registered for our free Fall ECM Seminars?] 8 Criteria to Consider in Selecting Your ECM/DM Solution 1 — Metadata Maintenance (Automation). If your long term problem has been the categorization and organization of digital assets then you must address this long term maintenance issue. And do not forget that the meaning and importance of metadata will change over time and quality of tagging will depend on perspective of each end user. Not to say folksonomies or allowing end users to contribute tags is not useful, it is; but have no doubt that automation is the only scalable solution. Do not leave tagging to the end users. The end user is overwhelmed already, so you need to reduce the metadata maintenance requirements on their time. To automate metadata maintenance tasks, you will need a solution that supports entity…

There is a debate brewing in the world of SharePoint Enterprise Records Management (ERM) between whether a preferred approach is In-Place Records Management or the [...]

Writing proposals is like a love hate relationship, without the love. Many companies do not give proposal writing its due in the organization. Many companies believe that it is the salesman’s personal relationship with the customer that will win the deal, many companies respond to any and all RFPs by throwing together a “boilerplate” proposal with pricing. This is because many companies do not see the value in spending time and resources on proposal writing. This is where your company can be a winner by putting together a well written sales proposal that responds to the RFP requirements. This by itself will guarantee you a spot on the short list. [Note: Our e-books are free. Check them out HERE. Have you registered for our free Fall ECM Seminars?] 8 Things to Consider When Writing an ECM Proposal1 — Read the RFP from cover to cover and annotate it with a highlighter and pen. If it is available in Word or PDF, use the highlight and comments tools. And you are saying, “Gee Bud, I never thought of that.” And if you were on my end, as someone who writes RFPs, I would say that I can’t count the number of…