BetterECM - russ stalters’ Blog on Exploring NextGen ECM

Today at the Office, Vista, Exchange Launch event in Washington, DC, Grant Gross of IDG stopped by our Applied Information Sciences (AIS) booth. The event is at the Washington Hilton. He was interested in some of the comments made by Bill Veghte, Microsoft’s corporate vice president for North America, at the keynote earlier this morning. We talked about the new DoD 5015.2 STD records management capabilities that are being added to MOSS 2007.

He has already posted an article “Microsoft talks up Vista security in DC” to the InfoWorld site. 

Microsoft will also submit its Office SharePoint Server 2007 for U.S. Department of Defense (DOD) certification for electronic records management, Veghte said. Microsoft, working with partner Applied Information Sciences Inc., expects to have SharePoint Service compliant with DOD 5015.2 standard in May.

The add-on will allow users to comply with the DOD standard and have “military-grade” records management, said Russ Stalters, Applied’s chief technology officer.

The add-on package will allow customers to collaborate using SharePoint without buying third-party records-management software, as SharePoint users have had to do in the past, Stalters said. By complying with the DOD standard, the software package “sets the bar” for records management for customers in highly regulated industries, he said.

I will start writing some posts with more details about this really exciting project.

Technorati tags: MOSS+2007, SharePoint, Microsoft, Office+2007, records+management, ECM

If you are attending the Office, Vista, Exchange Launch event in Washington, DC tomorrow, stop by and say hello. I will be hanging out at the Applied Information Sciences (AIS) booth #43. The event is at the Washington Hilton.

If you stop by you can sign up for a new, limited availability white paper I wrote about the new DoD 5015.2 STD records management features coming for SharePoint 2007.

Technorati tags: MOSS+2007, Microsoft, Office+2007, ECM, BetterECM, records+management, SharePoint

Sorry for the delay in getting Part 2 out. Anyway, I wanted to continue by sharing some of my slides and some key points regarding practicing Business Process Management (BPM) using a Microsoft platform.

Many of our clients have made investments in Microsoft technologies through enterprise agreements which provide for licensing of Office and SharePoint clients access licenses. In most cases they are running parts of their business on SQL Server and some have made investments in BizTalk.

This stack of .NET based technologies begins to create a rich platform for implementing business process automation solutions that support BPM initiatives for organizations. The following slide depicts the breadth of business processes.

At one side of the spectrum, you have very ad-hoc and collaborative activities, which tend to be highly unstructured in nature. On the other end, you have activities that are highly structured and transactional in nature – a good example of this is traditional IT business applications and integration middleware. Realistically, business processes tend to blur the lines and span across each category depending on the complexity and scope of the process.

The following slide depicts the Microsoft platform components that address process automation.

With the addition of Windows Workflow Foundation and the work that was done to support surfacing interaction with processes (workflow) within the Office 2007 desktop clients through the business pane uses can interact with their work without leaving the client application. Additional extensions and “hooks” have been provided within SharePoint to bring structured processes into the collaborative user interface. Another noteworthy capability is the InfoPath server which provides the capability to host InfoPath electronic forms and render them (for viewing and complete interaction) purely in a web browser.

This new capability allows designers and developers to expose forms based interfaces within the SharePoint environment or through a web browser easily and quickly. Now these forms can be connected to automated business processes for both data input and the display of process related data and information.

Using these modular and interconnected building blocks along with other .NET based solutions from Microsoft partners, organizations can support BPM using this Microsoft platform.

In Part 3, I will give you my Top Five New BPM Features of Microsoft Office SharePoint Server (MOSS) 2007.

Technorati tags: BPM, MOSS+2007, Microsoft, Office System2007, ECM

It’s the RTM eve and I have an early present.

The big launch event for Microsoft Windows Vista operating system, 2007 Microsoft Office system client and server applications, and Microsoft Exchange Server 2007 will be in New York city tomorrow.

Microsoft has been posting updated content on TechNet and MSDN. Here is some supplemental documentation for MOSS 2007 which include poster-sized documents created in Microsoft Office Visio. The documentaion includes:

Models

• Model: Business Intelligence
• Model: Office SharePoint Server Application Security
• Model: Office SharePoint Server Backup and Restore
• Model: Office SharePoint Server Topologies
• Model: Office SharePoint Server Baseline Site Hierarchies
• Model: Office SharePoint Server Customization
• Model: Office SharePoint Server Database Administration
• Model: Office SharePoint Server Enterprise Content Management
• Model: Office SharePoint Server Extranet Topologies
• Model: Office SharePoint Server Inter-Farm Shared Services
• Model: Office SharePoint Server Products Migration
• Model: Office SharePoint Server Search Administration
• Model: Office SharePoint Server Shared Services
• Model: Upgrading Office SharePoint Server Products
• Model: Upgrading SharePoint Portal Server 2003 to Office SharePoint Server (1 of 2)
• Model: Upgrading SharePoint Portal Server Version 2 to Office SharePoint Server (2 of 2)

Scenarios

• Scenario: Enterprise Content Management
• Scenario: InfoPath Forms Services Customer Interaction Form
• Scenario: InfoPath Forms Services Expense Reporting
• Scenario: InfoPath Forms Services Insurance Claims
• Scenario: InfoPath Forms Services Permits
• Scenario: InfoPath Forms Services Supplier Survey
• Scenario: Keeping Connections to Data Sources Current
• Scenario: Large Corporate Internet Site (Infrequent Changes to Web Content)
• Scenario: Office SharePoint Server Call Center
• Scenario: Office SharePoint Server Corporate Intranet Portal Site
• Scenario: Office SharePoint Server Departmental Portal Site
• Scenario: Office SharePoint Server Equities Research
• Scenario: Office SharePoint Server Informational Portal Site
• Scenario: Office SharePoint Server Out-Hosted Portal Sites (ASPs)
• Scenario: Online News Internet Site (Frequent Web Content Updates and Searching)
• Scenario: Preserving “One Version of the Truth” for Distributed Workbooks
• Scenario: Records Management in Office SharePoint Server
• Scenario: Rendering Data from Spreadsheets to Web Parts

Flowcharts

• Office SharePoint Server Planning Flowchart, Part I (application administrators)
• Office SharePoint Server Planning Flowchart, Part II (IT pros)
• Office SharePoint Server Deployment Flowchart

Technorati tags: MOSS+2007, SharePoint, ECM, Microsoft

With the RTM just around the corner, Microsoft is doing a good job pumping out volumes of new documentation to support the implementation of Microsoft Office SharePoint Server (MOSS) 2007 and the Office System.  The latest release is “Compliance Features in the 2007 Microsoft Office System”. The white paper is very comprehensive and targets developers and technical architects.

From the MSDN summary:

“This white paper showcases compliance-related features and extensibility opportunities with the 2007 Microsoft® Office system, and demonstrates how the Office system can help you meet the demands of regulatory compliance. By focusing on a few core products, including Microsoft Office SharePoint® Server, Office client-side applications, and Microsoft Exchange Server 2007, this paper introduces built-in features of the Office system that address compliance requirements. The paper also focuses on the opportunities for developers to use expanded tools support to build customized solutions that facilitate regulatory compliance without bogging down business processes.”

Here is a synopsis of the content from the TOC:

• Introduction
• An Overview of Regulatory Compliance
• Common Compliance Requirements
• The 2007 Microsoft Office System Products
• Compliance Capabilities in the 2007 Microsoft Office System
• Compliance Extensibility Opportunities
  • Extensibility Scenario: Spreadsheet integrity
  • Extensibility Scenario: Auditing 3rd-party events on Office documents
  • Extensibility Scenario: Reporting suspicious activity
  • Extensibility Scenario: Removing sensitive metadata from outbound documents
• Development Tools for Extending Office and Windows SharePoint Services
• Summary
• Appendix I: Resources
• Appendix II: References

Happy reading

Technorati tags: MOSS+2007, Microsoft SharePoint, SharePoint, Office System, Compliance