Best Practices and a Bit of Poetry

So, I’m preparing for my first talk at the SharePoint Best Practices Conference here in Reston.  It’s early, and my talk is about content discovery using a mathematical modeling technique based on matrix manipulation.  Ok, I admit it’s kind of an abstract topic, but really pretty interesting (more in another post).

Anyway, I’m sitting there at the breakfast table thinking about content types, taxonomies, information policies and “ECM for the Masses”, and all of a sudden a poem starts to materialize in my brain.  Has that ever happened to you?  Just all of a sudden, a poem pops into your head?  Here goes:

Oh, what a tangled web we weave,
when content types we do conceive.
Derived from documents and pages,
Information policies, and retention stages.
Columns with mysterious fields,
to SharePoint must all workers yield!
To SharePoint, all our cares and woes,
Indeed, to SharePoint all our content goes.

You know, it really sounded a lot better on an empty stomach…

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Gearing up for the Best Practices Conference

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Well, the date is fast approaching for the annual SharePoint Best Practices Conference hosted by MindSharp.  This will be my first time speaking at the conference, and I must admit I’m getting pretty excited about it.

The thing about this conference that sets it apart from others is that it really focuses everyone’s attention on the "best" features of the platform.  First of all, take a look at the roster of speakers.  That’s a lot of talent to have in one place for 3 days.  And if you drill down into the topic list, you’ll see right away that these are areas that the speakers have a lot of experience in and are really passionate about.

I’ll be giving two talks this year.  On Wednesday morning, I’ll share some recent experiences applying an innovative technique called Dependency Structure Matrix (DSM) Analysis to the problem of identifying content types that I think you’ll find interesting.  On Thursday, I’ll delve into the issues involved in building effective records management solutions for SharePoint 2010.

As an added bonus this year, there is a FREE lecture on Tuesday 8/24 given by conference founder Bill English on How to Organize Information in SharePoint 2010.  Although it is free, you still have to register to get in (click here).  If you’re not attending the conference, and will be in the DC area, you might want to consider this one.  Lots of good information, but I’d register early because there will be a limited number of seats.

Here are the details for my two talks. 
Hope to see you there!


Content Type Discovery using Dependency Structure Matrix Analysis

Duration: 60 – 75 minutes  Audience: Admin, IT Pro

Date/Time: Wednesday, August 25 @ 9:30 AM

Abstract: Content types are the cornerstone of every Enterprise Content Management solution built on the SharePoint platform. However, finding a consistent and repeatable methodology for identifying the appropriate content types for a given solution remains a challenge for most organizations. Dependency Structure Matrix (DSM) analysis has been around for more than 30 years, and has been applied to everything from process modeling to Software Architecture. This session will explore the use of DSMs to identify content types by deriving functional groups based on interdependencies that exist between content elements flowing into and out of business processes.


Building Enterprise Records Management Solutions for SharePoint 2010

Duration: 60 – 75 minutes  Audience: Admin, IT Pro

Date/Time: Thursday, August 26 @ 9:30 AM

Abstract: SharePoint 2010 introduces many new content management features that can be applied to build both document and records management solutions. In this session, we’ll examine these features in detail and explore ways to apply them to solve traditional records management problems such as creating hierarchical file plans, using metadata to drive content routing and making eDiscovery more accessible for records managers and end users. During the session, we’ll also explore the new in-place records management features that make it easier to manage compliance details for individual documents, and we’ll take a closer look at the improved Records Center site to see how it combines all of the new content management features to simplify the creation of a locked-down records vault.

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SharePoint Saturday DC – The Wave Builds

If the recent turnout at the SharePoint Saturday event in Washington DC is any indication, we are in for a wild ride as the SharePoint 2010 wave starts to build.  Out of nearly 1200 registrations, over 900 people attended.  Let me say that again – there were more than 900 attendees!

Now, I’ve spoken at SharePoint Saturday events before, where the attendance topped out at around 300.  Even 500 would be considered a great success.  But 900 makes for a truly amazing event.  It was like a mini-SharePoint conference, with sponsors displaying products and services, in-depth sessions and lots and lots of attendees, all excited about the product and the knowledge they were getting.

Since I had to travel all the way from Florida, my session wasn’t until 4pm, and the sessions themselves were pretty long – 75 minutes.  Still, even at 4 I had a packed room with lots of energy and enthusiasm.  My talk was all about the records management improvements in SharePoint 2010, and there were lots of great questions during the talk as well as after.

Now it’s on to Chicago and the MER 2010 conference.

Stay tuned.

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SharePoint Developer Center Goes Live

Checkout the new SharePoint Developer Center at http://msdn.microsoft.com/sharepoint.  Lots of cool stuff, including links to how-to videos, articles and code samples.

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I’m particularly excited about the new online SDK content.  Microsoft apparently listened and learned from our collective cries of “Help!” when the 2007 version was released without enough quality supporting documentation.  This time is quite different. 

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The 2010 SDK experience is much, much better, and the material is available now along with the product launch.  The MS documentation team really deserves kudos for bringing it all together.

Even with the enhanced navigation, it’s gonna take awhile to absorb everything.  There’s just so much information – it’s overwhelming.  I’d really like to see some kind of integrated visualization tool to make it easier to find the stuff I need.  Although I’ve been at this awhile, it feels like a brand new product.

So much to explore!

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MER 2010 Conference on Records Management

MER 2010I’ll be giving a talk on SharePoint 2010 Records Management at the Managing Electronic Records (MER 2010) Conference in Chicago on May 18th. 

Click here for more information: 

S23 – Managing Electronic Records using SharePoint 2010

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Pressed for Words

WordPressWell, it’s official.  I’ve switched my blog from BlogEngine.Net to the truly amazing WordPress platform.  Don’t get me wrong – I love the BlogEngine product.  It is thoughtfully designed and elegantly written.  It’s just that I got fed up dealing with comment spam.

If you’re using BlogEngine, then it’s just a matter of time before you run into this issue.  Unfortunately, the one feature that makes BlogEngine so special (it’s extensibility), is the same one that made it so vulnerable.  Turns out, one fairly enterprising hacker simply developed a Windows Forms application that enables anyone to post bogus comments to any BlogEngine blog.  Although there are some pretty inventive extensions out there for managing the list of incoming comments, none of them seem to be able to automatically filter out the bogus ones.  And therein lies the problem.

My email inbox was literally flooded with such gems as “Great post.  I’m read your blog everyday!” or “I so happy find your blog! Keep posting!”.  I finally had to turn off comment notifications altogether, and I just don’t have time to read through 100 comments per day to manually approve the good ones.

Enter WordPress.  As you can see, I’m still migrating content and getting the configuration setup the way I want.  But I have to say, the process has been relatively painless.  And there are so many WordPress plugins available now, that it’s easy to find support for all kinds of widgets and tools. 

I’m new to the PHP world, but really, it’s all about the plugins, right?

Stay tuned.

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Interesting Discussion of the Impact of SP2010 on other ECM Players

A few days ago, John Mancini, president of the Association for Information and Image Management (AIIM), posted a rather loaded discussion question on the AIIM Linked-In group.  The question was “How will SharePoint 2010 effect the existing ECM players?”.  It quickly generated responses from a broad spectrum of people, many of whom are either employed by or do consulting for some of the traditional ECM vendors and their products.

What I found most interesting is the amount of misinformation that still exists around the core capabilities of the SharePoint platform, as well as the wide variety of perspectives on how SharePoint fits into the ECM space.  Most of the respondents seem to be having trouble wrapping their heads around the sheer scope of SharePoint the “platform”.  It will be interesting to see how things develop over the coming year.

To read the full discussion, click here: AIIM Discussion on SharePoint’s Impact on the ECM Market

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Interesting Perspective on how SharePoint is Capturing the ECM Market

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Check out this postby Lee Dallason why he thinks Microsoft has been so successful in redefining ECM around the capabilities of the SharePoint platform.  To put it simply, it’s because of a brilliant marketing strategy and not because of SharePoint itself.

Dallas boils it down to three key points:

  1. Microsoft focused on solving the most pervasive problem first: self-management of workgroup file sharing (off-loading the burden from IT).
  2. Microsoft setoff a viral promotion campaign by letting end-users believe they could control their own data.
  3. Microsoft marketed the product through IT operations channels.

Dallas observes that because SharePoint deployments are so pervasive and are expanding so rapidly, the entire ECM food chain has been thrown out of balance to the point that traditional ECM vendors must now justify their products against mundane collaboration features instead of the more specialized features they tend to promote.  But perhaps the most interesting observation is revealed by the following statement:

"There is no single department in any IT organization with greater potential reach than those that manage access and identity (i.e. Active Directory)."

Dallas argues that by marketing and promoting SharePoint through IT operations channels, Microsoft essentially achieved preferential status for SharePoint, even though the technical challenges in infrastructure and security were no less prevalent than with other products. In other words, the people evaluating SharePoint and who would ultimately bless its deployment had already invested their time and energy learning how to resolve the problems they would face after the product was put into production.  Brilliant!

All in all, a good read for anyone interested in ECM.

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SharePoint Job Tweets Now Available @SPDEVNET

tweet As we all know, the economy is still struggling, and although the IT sector is rebounding well, the developer job market has always been and continues to be somewhat finicky. The key is to have a steady stream of opportunities. This is one of the primary goals behind the SharePoint Developer Network- to make it easier for SharePoint developers to find jobs and other opportunities – not just through networking, but with a dedicated jobs board that is always up to date.

Admittedly, I’m relatively new to Twitter, but I recently saw the power of the Twitter platform at the recent SharePoint Conference in Las Vegas. Simply by following @SPC09, people all around the world were able to receive up-to-the-minute accounts of nearly everything that was happening at the conference.

So I started thinking, “wouldn’t it be great if the SPDEVNET jobs board had job alerts that developers could subscribe to?” After a bit of research, I found that I could setup the SharePoint Developer Network site so that when new SharePoint jobs appear in the index, they can be immediately sent to Twitter. Now all you have to do is follow @SPDEVNET and new SharePoint job opportunities will magically appear on your favorite Twitter client as they come into the site.

Currently, the job tweets are sent for all jobs and are available to anyone with a Twitter account. It’s not perfect yet, but it’s a start. I’m now looking into ways to setup a more customizable subscription mechanism, so that members can filter their own personal alerts according to category, geographic region, etc.

Enjoy.

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New SharePoint Job Listings Available Online

SPDEVNET-150x75 The SharePoint Developer Network(SPDEVNET) jobs board is now available online at http://jobs.sharepointdeveloper.org, and you can subscribe to the RSS feed directly from the site.  The goal of this exercise is to make it easier for SharePoint professionals to find work, and also to provide a community resource for SharePoint developers to share business opportunities, get training, and basically connect with each other.

You will notice that there are two job listing areas – jobs that are posted directly to the SPDEVNET site, and jobs that are posted elsewhere on the Internet.   The Internet listings are fairly extensive.  Like other job boards, you can filter by category or job type.  I’m using a third-party service to aggregate the jobs, so I have to work with the API they have provided.  I’m working on a way to enable filtering by geographic region, but it’s not there quite yet.

The Internet listings are obviously free.  Premium listings can be posted for $1 per day.  I don’t expect this to be a big money maker, but I needed a way to distinguish the premium listings from other listings, and to encourage recruiting professionals and human resources folks to participate.  If we don’t get a lot of premium listings, then I’ll try to talk the vendor into removing it.

Look for steady evolution of the SPDEVNET site over the coming weeks.  It is currently hosted on Community Server, and there have been a few challenges in getting everything configured properly.  The biggest problem has been membership spamming and interfacing with the social networking sites.  My original intent was to provide full integration with all of the popular social networking sites like Facebook and Linked-In, but the FB platform APIs keep changing, and Linked-In is currently a closed system.  There is, however, a companion Linked-In group which you can join at SharePoint Developer Network on Linked-In.

Anyway, check it out and I look forward to your feedback.

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