Debbie Ireland (from EnvisionIT) and Cameron Dwyer (from Scinaptic) talked about using SharePoint for document management, along with two third-party products.

Signs of maturity with SharePoint:
– minimal structure … a bit of dabbling, corporate documents; some metadata, few or no content types, published content
– semi-structured … project and team sites with shared document libraries (planned business classification, content types, version control)
– records management … records management site … retention and disposal, compliance, archiving, scanning solutions

Versions:
– WSS for basic functionality
– MOSS for records
– extended functionality for business classification and more

User challenges and desires:
– easy to file and upload documents
– easy to find what they have filed
– easy for users to view the information in a meaningful way

Filing and uploading:
– is WSS, basic save and upload, basic document management
– in MOSS, can “Save As” and use My Site, cross site collections
– with extended functionality, add drag-and-drop, emails and attachments, multiple taxonomies, and automated records management

Business classification:
– taxonomy
– file structure
– relationship to PRA
– general disposal authority
– internal general disposal authority required for businesses as well

Debbie demonstated how to use Mindjet MindManager to classify the business into areas; it’s a great tool for exploring relationships.

SharePart XXL
A third-party tool for adding taxonomy. Creates virtual sites with an assemblage of items based on a tag. Similar to the aggregation capabilities in CorasWorks.
– pricing … US$1200 for one site collection

Scinaptic OnePlaceMail
Adds email management to SharePoint, via seamless integration with Outlook.
– access to SharePoint libaries within Outlook
– drag-and-drop Outlook emails and attachments directly into SharePoint
– capture email metadata automatically
– completion of destination library metadata … prompted on the point of adding something
– right-click Send To in Windows Explorer to SharePoint