Alternatives to folders in SharePoint 2010

Introduction The content of this post is my take on an issue that has been discussed before.  The question is really to (a) use folders and deal with the potential confusion and difficulty of using them, or (b) use metadata and deal with the potential confusion from users who don't 'get' it. Personally I like …

Implementing SharePoint 2010 as a Document and Records Management System

There are several things that are worth asking or considering as a records manager (or equivalent) in a company that is using, or plans to use, SharePoint 2010. This can significantly affect how things occur. Governance If your organisation uses SharePoint there is a good chance you will have a qualified SharePoint Administrator in the …

Applying recordkeeping policies to email – Microsoft Messaging Records Management (MRM)

The problem The problem of managing emails as records is summed up in the following statements: “Many organizations have yet to define an email retention policy. More than one‐quarter of organizations have not yet established any sort of email retention policy despite the fact that there are a growing body of statutory requirements and legal obligations …