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Taxonomy for SharePoint
January 07, 2009

SharePoint can leverage taxonomies in a number of ways – through column definitions and content types, through physical organizations of libraries and through logical classification of collections.  In this session, we’ll explore the ramifications of several design decisions and how to maintain consistent classifications in your SharePoint repositories.  You’ll see examples of wireframes for MOSS 2007 and where taxonomies are surfaced to enhance content findability.  We’ll also discuss some of the challenges and limitations of SharePoint search and how to address these in your deployments. 

Jeff Carr
, Ralph Poole

Cost: $50.00
Ford Foundation - Part 2 - Case Study in Content Strategy and IA for SharePoint
August 03, 2011

This is a follow up session to the call with Nicolette Lodico which took place on April 6. Listen to the recording of Part 1.  In the April 6 session Ms. Lodico outlined the unique information architecture challenges that the Foundation faced during its migration to SharePoint.  There was not time to get into  much detail about the result.  So, in this session,Dalia Levine, Enterprise Information Architect, Information Management at Ford Foundation talks specifically how they resolved the problems in order to create the system they have today.

Here are a few details about what we plan to cover:

  • Search UI Screen shots – sample searches with related terms
  • Use of facets – screen shot of facets in semaphore compared with facets on intranet
  • Use of content types
  • Interesting auto categorization stories
  • Lessons learned and Next steps

Should be a great session.

Ford Foundation is one of the world's largest philanthropic organizations.   Each year the Foundation receives about 44,000 grant proposals and since its inception has distributed about $16 Billion in grants world wide.

The recording for this session includes answers to questions that came through the chat log but did not get answered in the live session.

Seth Earley
, Nicolette Lodico
, Dalia Levine
SharePoint 2010 - What is Your Migration Strategy?
June 01, 2011

There are many tools and technologies out there that provide the ability to upgrade or migrate to SharePoint 2010. While the promise of simply “pushing” a button to move our content from one instance to another sounds intriguing, preparing for a successful migration requires a well thought out strategy that includes answers to questions like:

  • Is merely migrating and recreating the existing user experience the best approach for your organization?
  • How well does your current information architecture support findability through search and navigation?
  • Are you employing the use of content types and site columns to manage your information?
  • How well does your taxonomy fit your information organization and access requirements?

Fundamental changes in the way you manage your information architecture from the perspective of your content must take place in order to fully leverage new product capability like that offered by the Managed Metadata Service and the Term Store Management Tool. This simple “copy and paste” approach will not deliver the foundation necessary to utilize these functions and therefore certain levels of design effort is required if improvements to information management and findability are what you seek.

Please join us for this insightful session in which  Seth Earley and Jeff Carr discuss the processes that need to be put into place in order to fully leverage the capabilities of SharePoint 2010.  In addition, our special guest, Will Henderson of Winter Park Construction, will talk about how they successfully migrated to SharePoint 2010.

Jeff Carr
, Will Henderson
, Seth Earley
Ford Foundation - a Case Study in Content Strategy and IA for SharePoint
April 06, 2011

Ford Foundation is one of the world's largest philanthropic organizations.   Each year the Foundation receives about 44,000 grant proposals and since its inception has distributed about $16 Billion in grants world wide.  Our guest speaker this month is Nicki Lodico, Manager of Information Management at Ford Foundation.  In this session Ms. Lodico discusses the challenges that the FF faced and the tools and techniques that were used to create a system in SharePoint that works well to support the organization's goals. 

Session agenda:

  • The Problem – Information Management Challenges
  • Developing an Information Management Strategy
    • Steps to the process
    • Example IM Lifecycles
    • Findings and Recommendations
  • Project approach
  • Taxonomy, metadata and IA for SharePoint

Although many of the challenges that the FF encountered were SharePoint specific this insightful case study provides a detailed look at the process of developing and implementing a content strategy.

4.09
Seth Earley
, Nicolette Lodico
Records Management on the SharePoint 2010 CM platform
December 07, 2011

>>View a streaming video replay of this session<<

Are you new to Records Management in SharePoint 2010? Many organizations recognize the importance of an effective Information and Records Management strategy however often they do not have a formalized practice or team of records administrators in place to champion its development. 

Join us as we walk you through the key elements of a Records Management practice in your organization and how these elements can be mapped effectively to the features available within SharePoint Server 2010.

In this one hour live session you will learn:

  • The foundational components of a successful records management program
  • The typical program participants and how to get business buy-in
  • The critical SharePoint technology components used for records management
  • How to leverage the technology components to deliver a records management platform
4.14
Seth Earley
, Brad Teed
SharePoint Information Architecture: What You Need to Know
December 15, 2011

>>View a recording of this session<<

SharePoint 2010 offers tremendous capabilities for improving information access; however, a well-thought out information architecture is key to user acceptance.

In this webinar, Seth Earley provides an overview of "information architecture" concepts and their importance to SharePoint projects. You will also learn about the skills and tools needed to be successful; as well as about available training for developing information architecture skills.

Seth is joined by Steve Pogrebivsky, CEO and co-founder of MetaVis. Steve will provide his perspective on how tools like the MetaVis Architect help information architects rapidly configure SharePoint sites.

Learn more about the course including upcoming dates and cities.

Seth Earley
, Steve Pogrebivsky
How to Perform an Information Architecture Assessment for SharePoint
January 11, 2012

>>View a recording of this session<<

Many organizations are in the process of migrating to SP 2010. It’s not unusual for the migration to swap out platforms without making substantive changes.  However, SP 2010 can provide significantly more business value.  The best way to quickly identify business needs and requirements for a SharePoint configuration is through an information architecture (IA) assessment.

This webinar addresses the major dimensions of an IA assessment.  What are the right questions to ask?  How are assessment projects structured?  What are the outcomes in terms of recommendations for an environment that meets business user needs for improved search and findability.

4.02
Seth Earley