Colligo and Microsoft were invited to present at the recent SharePoint Palooza conference in Seattle. The event was a great success with over 470 SharePoint professionals attending this action-packed, one day conference.
Colligo and Microsoft were asked by the conference organizers to speak (in both the Executive Summit and the regular conference track) on our recent webinar topic: How Microsoft’s Legal and Corporate Affairs Department (LCA) is Using SharePoint and Colligo for ECM and Records Management. At the Executive Summit in the morning, Sheryl Nolan, LCA’s Senior Solution Manager and I presented, while at the regular conference track later in the afternoon, I shared the stage with Nishan DeSilva, Director of Information Management & Corporate Records Compliance at Microsoft.
Both Sheryl and Nishan provided some good background information on Microsoft’s mission to use SharePoint 2010 to build the next generation document and records management solution for information management in Microsoft LCA. Their objective in the project was to deliver a compliance driven document, records, and contract management solution with flexible taxonomies that correspond to the practice-level work being done in LCA.
Email management is an extremely important part of the LCA’s SharePoint implementation, since the bulk of the information being communicated both within the department and externally comes in the form of emails or as attachments to emails. These emails need to be stored along with the other documents in a single view inside SharePoint, so getting email into SharePoint in an effective and efficient manner is critical. The Colligo Contributor Add-In for Outlook was chosen as the solution inside Microsoft LCA for email management in SharePoint.
In their presentations, Nishan and Sheryl talked about how the LCA’s lawyers and administrative staff required a solution that worked in the way that they were accustomed to work, with the ability to simply drag-and-drop emails from Outlook to SharePoint being a primary requirement. They also mentioned how the Send and File feature of the Contributor Add-In, which allows users to automatically move emails and attachments to SharePoint while they are sending the email, was something their team loves to use.
As both Nishan and Sheryl stressed, it was not only getting emails into SharePoint that was important, but the ability to easily tag these emails with accurate and consistent metadata, that was key to the success of the implementation. In their presentations, they highlighted how the Contributor Add-In is able to automatically capture email properties as metadata, as well as its ability for users to specify content type and add enterprise managed metadata from the term store, in order to drive consistent classification of emails, facilitate retention policies, and enable better enterprise search.
Nishan covered much of this information in a very successful webinar that we recently did with him. Over 2000 SharePoint professionals registered for the webinar and I invite anyone who hasn’t yet seen it to watch the on-demand version. Nishan is a very engaging speaker with an incredible amount of experience and expertise in the area of ECM and records management. I’m sure you’ll get a lot of useful information on how Microsoft is using SharePoint and Colligo for ECM and records management. View the webinar here.
Thanks to everyone at SharePoint Palooza for the invitation and for running a very high quality event. A special thanks to Sheryl Nolan and Nishan DeSilva at Microsoft for their excellent presentations, it was a pleasure to share the stage with you!
Click on the thumbnails below to view the full photo from the event. Click here to view the webinar.