A couple of reasons for me to travel to Switzerland – ARMA & Chris Walker

On Monday morning, I’m heading to Switzerland.

The Swiss Chapter of ARMA, is having their inaugural meeting, in Basel, and a fellow tweeter of mine, Christian Walker, will be giving the key note speech there.

Because I’m “in the neighborhood”, (sort of), he suggested I come along to it.

I’m really excited…for two reasons.

This is going to be the ever first meeting of the ARMA’s Swiss Chapter!
I’m really pleased that I have the opportunity to be present during this.

The second reason is that I really, really enjoy the chance to meet some of the really smart ECM people that I tweet with. Christian is a senior consultant at Oracle in Edmonton, as well as an “expert blogger” for AIIM. I’ve be connected to Christian for over a year now, and have been involved in many Twitter discussions with him (and others) on subjects ranging from ECM through to “toilet paper” (long story…maybe I’ll cover this in a separate blog).   Needless to say – I am looking forward to meeting him in person.

(I had an excellent opportunity recently to meet up with another fellow Tweeter, Laurence Hart, in Paris, a few months ago (I was invited as a guest blogger to Nuxeoworld, where Laurence was giving the keynote speech.)
Because of various circumstances, I couldn’t make it – something I still regret).

Needless to say – I’ll be taking notes during the sessions (especially the keynote speech), and plan to write a blog post once I get back.

Related Links

  • ARMA International Releases Three New Guidelines for Information Management (prweb.com)

What is Enterprise 2.0 – by AIIM

As mentioned in an earlier post (“Innovation Management“), I’m following AIIM’s Enterprise 2.0 Practitioner course, and it’s really helping me transform all these ideas on what I “think” E2.0 is, into a more clear, and better defined understanding.

Here’s a slide deck that AIIM have made available on “What is Enterprise 2.0”. It gives a succinct overview and provides some good information.

  • AIIM presentation on Information Governance
  • AIIM Study: Social Technology Business Benefit Hinges on Process Integration
  • The 10 best SlideShares every social media enthusiast must read
  • The 10 Best Social Media SlideShare Presentations of 2014
  • Enterprise 2.0 Isn’t About Social Business, It’s Just About Business

Innovation Management


I’m following the AIIM Enterprise 2.0 Practitioner course at the moment, and in Module 4, there is a slide that contains the following definition of Innovation Management:

Innovation management is the economic implementation and exploitation of new ideas and discoveries, and the implementation of an innovation culture in an organization, to promote and make possible the development of new ideas and business opportunities. Innovation management consists of innovation strategy, culture, idea management and implementation of innovation processes.

– John P Riederer, University of Wisconsin.

While reading this, I couldn’t help thinking about 3M. If you recall, in my post Innovation policy from an unexpected mine – 3M, I described how William L McKnight, the head of the company, did just what was described in the definition above. He gave Dick Drew an environment where Dick could develop his new idea, one that was totally different from the core product of the company. And it was this environment, this innovation culture, that allowed 3M to grow to what it is today.

  • The Future of Innovation Management: 5 Key Steps for Future Success (bjconquest.com)
  • What Every Innovation Manager Needs To Know about Value Creation? Let’s Start with Something Simple. (futurelab.net)
  • Blog Post: What is the function of KM? (gurteen.com)
  • Managing Innovation (advancementsynergy.com)

Realizing True Records Management with Microsoft SharePoint 2010 – the Webinar

I’ve just signed up for a webinar that KnowledgeLake are holding entitled “Realizing True Records Management with Microsoft SharePoint 2010“. 

KnowledgeLake were gold sponsors at the SharePoint Best Practices conference that I went to in London earlier this year, and, I have to say, it was a top-notch event. I had visited KnowledgeLake’s booth and I’m curious about how good their product actually is.

So, it was with interest that I read the “Reasons I should attend“. These included the following:

  • LEARN how records management on SharePoint 2010 can lower cost and risk through transparent application of compliance policies and consistent disposition of content
  • DISCOVER why SharePoint will succeed in records management where other ECM platforms have failed
  • WATCH the demonstration of a document lifecycle in SharePoint: the capturing of paper and electronic files including email, application of metadata and classification criteria, search, retrieval, viewing and application of record declaration
  • RECOGNISE how to outline an enterprise approach for the implementation of SharePoint 2010 records management
  • HEAR the customer case study by MOEITS and how they are using SharePoint. The solution saved the union nearly $1 million and realised a return from their investment in four months.
  • CONTRIBUTE to the Question and Answer session

Now, the first reason seems to be pretty standard when describing the virtues of any content management system. As is a demonstration, as well as hearing a customer case study..(Just change the name of the ECM system.)

What really grabbed me by the short and curlies was the second reason “Discover why SharePoint will succeed in records management where other ECM platforms have failed“. Now, this is interesting…I want to hear about this secret sauce that McSharePoint has.

Reason 4 is also one that got my attention. Here the phrase “enterprise approach” really stood out. I’ve been involved with SharePoint since 2007, and, coming from an ECM background, it was very evident to me that SharePoint 2010 is now being hawked as a bigger beast. And this is not only in the “functionality” of SharePoint 2010, but also in other ways. There are more “enterprise-level” whitepapers out now, and the official Microsoft SharePoint training is focusing more on the “business-side” rather than just pure technology.

I’ve registered for the webinar. I’ll be taking notes, and will try and report back on my findings.

Reference Links

  • Realizing True Records Management with Microsoft SharePoint 2010
  • KnowledgeLake
  • European SharePoint Best Practices Conference 2011

In SharePoint, where the heck do I fit in? ECM specialists in SharePoint

I’ve been very aware of something for awhile now…and that is “I don’t know where I fit in”. However, it wasn’t until recently when I read Nick Inglis’ blog post that I really came to realise that my “problem” is actually not an uncommon one.

In his post Nick comments that when he’s speaking at a SharePoint event, he often gets categorized under “Other“.

This is because (as he states) the SharePoint world doesn’t quite have a place for those who do work with SharePoint but in an ECM/ERM/Governance capacity.

The Salem Consulting Group have made a list of “plausible” SharePoint roles. I have listed them below, and have added a quick description in between parentheses. These include:

  • SharePoint Strategist (Complete business, and application knowledge. Has vision)
  • SharePoint Practice Lead (Subject Matter Expert with technical, consulting & strategic skills)
  • SharePoint Solutions Architect (Can translate Business requests into technical SharePoint solution)
  • SharePoint Technical Architect (senior) (Deepest technical understanding of SharePoint)
  • SharePoint Architect (Focused on the design, build, and configuration of the SharePoint platform and solution from a purely technical viewpoint)
  • SharePoint Infrastructure Architect (Responsible for designing and building multi-farm enterprise SharePoint architectures.)
  • SharePoint Search Architect (Familiar with taxonomies, folksonomies, etc. Can design & configure federated search solutions.)
  • SharePoint Information Architect (Has the knowledge/experience to design and build logical information frameworks)
  • SharePoint Farm Administrator (Manages the day to day administration of SharePoint.)
  • SharePoint Administrator (Looks after site collections, etc)
  • SharePoint Developer (A range of developer skills including .NET, C#, C++, Jquery and a wide range of other languages.)
  • Infopath and Workflow Designer/Administrator (Customer facing, and familiar with Infopath & Designer)
  • SharePoint User Interface Designer (Graphic designer for SharePoint who can create the user interface designs.)
  • SharePoint Business Analyst (Can interpret business requirements and offer a solution using the standard SharePoint services and features.)
  • SharePoint Programme/Project Manager (Project Management skills as well as fundamental technical understanding of SharePoint.)
  • SharePoint DBA (SQL) (Know how to manage the SharePoint SQL databases.)
  • Active Directory Administrator (Can set up the overarching security architecture).
  • SharePoint Workflow Specialist (For when using 3rd party tools for workflow.)
  • SharePoint BI Analyst/Architect/Administrator (Someone with specialist SharePoint BI skills include cube analysis etc etc)
  • SharePoint Integrator (Able to integrate SharePoint with other systems -SAP, Documentum, etc.)
  • SharePoint Mobile Specialist (Deep knowledge of Groove (2007) and SharePoint workspaces (2010) including the management and relay servers.)
  • SharePoint Trainer/Instructor
  • SharePoint User Adoption Specialist (Involved with the strategies of how to get the users to use the SharePoint solutions).

(Note – The original post (authored by Ian McNeice) from Salem offers a more detailed description of these roles. The link is at the end of this post.

In Nick’s post, he describes an “Information Professional“.

These are the people that have been busy developing models of governance … and have been driving forward the conversation about how SharePoint can be used as a “proper” ECM (and yes, maybe even ERM) system.

Looking at Ian’s list, I think the closest role that matches this is the “Information Architect”. This is the person who insists on maintaining a correct classifications, taxonomies, etc while has expertise in document management, version control techniques, data retention polices, publication and archiving practices.

Being prompted by Nick’s post, and then looking through Ian’s post has certainly help me better “label” myself.

Prior to this, even though I have worked in the Document Management field for over 10 years, I could never find a way of describing my skill set to a “SharePointy” (is that what you call a SharePoint fan?). I can set up, and administer SharePoint sites. I can design user interfaces. I can set up farms, as well as write kick-ass documentation. But I could do more than that.

Thanks to Nick and Ian, I’m going to go and update my LinkedIn profile.

Excellent References

  • Nick’s Post “Excluding the Information Professional in SharePoint“
  • Ian’s Post “The Key Skill Roles of SharePoint“

(Social) Networking

Recently I read a post that resonated with me.

It was written by Charles Blakeman, and he questioned what was so special about social networking.

With his permission I have included his blog post below…

When we use the phrase Social Networking, do we really get it?

I’m not at all opposed to online networking – I use it all the time to build relationships, but no matter what medium you use to connect with people, it’s not about CONTACTS, but meaningful and lasting CONNECTIONS. It’s ALWAYS about being social. So maybe I don’t get it.

“Social networking” is the apparent standard description of online networking. But how is it that “social networking” is somehow just an online thing? I get business from my neighbors, my family, my bicycling friends, my golf friends, my business friends, my clients, and from people I meet in a restaurant, as well as from people on Twitter and Facebook.

“SOCIAL” networking is a great idea, in fact it’s the only way to network, by being social, not salesy – making friends and meeting needs. But most people who do offline or online networking aren’t social about it at all. Most networking opportunities are simply a place to collect business cards and try to sell things to people, which is why most serious business people with a true network and lasting connections don’t show up at networking events.

They’re too business doing real social networking – playing golf with a friend, hosting a small and intimate wine tasting at their house, having a cup of coffee with a few business associates, riding a bike with a half dozen others, or meeting with their very committed referral network. And in all this, their objective is to serve people and meet THEIR needs, which is the opposite of most classic networking strategies.

When truly social business people move online, they have no interest in networking, but in building a network, and they don’t focus on contacts, but on lasting connections. Twitter and Facebook look the same to them as a cup of coffee with a few friends – they’re focused on trying to serve others and see how they can push them forward, not on selling things to everyone that says hello.

So I’m confused. If “social networking” is something you do online, then what is connecting a friend with a potential employee for her, or meeting someone over a cup of coffee – is that “unsocial networking”?

The communications medium is not the magic. The willingness to serve other people where they are at, not where I want them to be, and to get them to their goals are the keys to the business kingdom. No matter what the medium, I will get farther by serving people than selling to them.

I can’t bring myself to call either online or offline networking “social networking” because it implies there are types of good networking that aren’t social. If people don’t like me, they won’t buy from me. What part of building a network SHOULDN’T be social? Maybe I just don’t get it.

More of Charles excellent posts can be read on the businessblogs site here

  • Social Networking: Why?




Momentum – another year – another set of announcements

As mentioned – I didn’t get a chance to go to Momentum in Berlin this year.

However I was able to get a pretty good idea of what was covered thanks to the great streaming video that EMC had, as well as the great tweets that be “tweeted”, and the excellent blog posts that were written.

I’ve been to a few Momentum’s now, and while they are a great opportunity to really “talk” with the EMC people, and their partners, I always had the feeling that the things I heard, I had, more or less, heard at the previous Momentum, or that what was big one year, suddenly falls to the wayside.

Now I realise that changes to strategy get made all the time, and that new technology takes more than one year to design, develop and integrate, and it’s great to see that EMC is: a) responsive to changes in the market environment, b) keeping its customers well informed of the progress that they are making, but to mention a few examples…

  1. Centerstage – in 2009 this was being hawked as the new Documentum interface. Now where is it?
  2. XPlore – really glad to see that EMC have been busy with their own search engine. And I have been following this with interest. However has there been anything new over the last couple of Momentums?
  3. SharePoint – also really interested in this but, again, are we hearing anything new with regards to the EMC offering for integration with SharePoint?

It wasn’t until I spoke with a colleague, who made a similar comment, that I started to really think about this. Then I saw this tweet from Jed Spink that I realised that others also had the same thought.

I appreciate that my view might not be a perfect one, and that there might be situations where I am wrong.

I want to hear what you think? Am I right? Or am I totally wrong?…

Wisdom of the Crowds – part 1 : When the wisdom of the many helps the few or the one

The great thing about the Internet is that there are forums where you can ask a question and often get an answer…or multiple answers!

Whether these answers are correct, or not, is another thing.

For example…New Android user asks a simple question about how they can change something on their brand spanking new Samsung Galaxy S2 phone. The user gets several responses with advice ranging from installing special applications that let you override certain functionality, to performing satanic rituals with a dead chicken and a plastic spoon from the next-door neighbor. This “wisdom of the crowds” goes on for awhile until someone suggests clicking on Settings, and then switching off the offending functionality. Problem solved.

Let the wisdom flow…

Disclaimer: while I am a new Android user, and have a brand spanking new Samsung Galaxy S2 phone, there is no connection between the example above, and myself. (Besides – my next-door neighbor didn’t have any plastic spoons).

Posted in Fun | Tagged bad advice, forums, Wisdom of Crowds | Leave a reply

EMC Momentum 2011, Berlin – Smartphone APP

I’ve just discovered the EMC Momentum app. Even though I’m not at the conference – this looks like a great tool to have!

It lists:

  • Alerts
  • Exhibitors
  • Maps
  • Events
  • Speakers
  • Photo Gallery
  • Videos
  • Twitter
  • News
  • Facebook, and
  • LinkedIn

Check out the maps of MMTM11

Watch videos from MMTM11

Man! What a great tool!

Read more about it here

  • EMC IIG’s 3rd Platform Journey Begins #MMTM14
  • EMC CORPORATION : EMC Global Partners Embrace Documentum xCP 2.0