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1,138 Views 13 Replies Last post: Nov 17, 2009 6:02 AM by inghamcj RSS
John Macioci Novice 3 posts since
Sep 23, 2008
Currently Being Moderated

Nov 12, 2008 12:25 PM

Document Management - What to you do? (or think)

I'd like to know how other businesses manage documents within or outside an enterprise social collaboration tool. This is an area we are struggling with and has already crippled performance on our enterprise portal and wiki environment. I don't want the same thing happening if we roll out a social collaboration solution. I also don't want this platform to be a dumping ground for documents. Iv'e heard others that accomplish this through policies and file size limitations. I would ultimately like to find a more elegant solution (e.g. one button publish from clearspace to a backend doc management tool).

 

Any comments ?

Tags: document, management, files, policy
hollisc Novice 22 posts since
Aug 17, 2007
Currently Being Moderated
Nov 12, 2008 8:37 PM in response to: John Macioci
Re: Document Management - What to you do? (or think)

Our situation at EMC may be a bit unique.

 

First of all, Documentum (a top-shelf enterprise content management platform) is an EMC product.  Not surprisingly, we have a corporate deployment with all of our content in it.

 

As part of our social environment, we can expose enterprise content with links, etc.  What we really want to do is capture social interaction as content that can be corporately managed, something we can't do quite yet.

 

Stepping back a bit, I have come to the conclusion that having some sort of content/document management capability is an essential requirement to really push internal social media collaboration.  You've got to be able to expose corporate content in a meaningful and in-context way, and ideally capture wikis et. al. as corporate content.

 

Not a new topic in my discussions with my good friends at Jive.

Jon Mell Novice 5 posts since
Jul 24, 2008
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Nov 13, 2008 3:28 AM in response to: John Macioci
Re: Document Management - What to you do? (or think)

I have no answer to this, but I think that one of the overlooked aspects of Enterprise 2.0 / collaboration systems / whatever you want to call them is the problem of how you moved informal unstructured content into a formal document management system.

 

For example, a wiki can be a great way for people to collaborate and co-author / review a sales proposal. But at some point it needs to be put into a Word / Pages document and formatted. The final document then needs to be reviewed but as a document, not as a web page.

 

I haven't really seen anything that addresses this yet, unless someone can point me somewhere?

Rick Palmer Jive Employee 227 posts since
Nov 14, 2007
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Nov 13, 2008 6:47 AM in response to: John Macioci
Re: Document Management - What to you do? (or think)

What if it could be converted to PDF format? Would that help?

Jon Mell Novice 5 posts since
Jul 24, 2008
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Nov 13, 2008 6:43 AM in response to: John Macioci
Re: Document Management - What to you do? (or think)

No - because it still needs to be edited / reviewed from a layout / formatting perspective.

Jarin Schmidt Novice 52 posts since
Aug 27, 2008
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Nov 13, 2008 8:20 AM in response to: John Macioci
Re: Document Management - What to you do? (or think)

I was tasked with soliving this issue at my organization, and to-date still have not found a good solution. Because quality documentation is produced in a highly collaborative environment, I have been experimenting with Clearspace. Unfortuantely, I have found a great deal of limitations when it comes to creating taxonomy and document standardization. I feel as though standardized documentation needs a great deal of structure to ensure consistency, searchability and re-usability... something that is very difficult to enforce in the midst of social media's "controlled chaos." Does anyone have any examples of taking collaboration to standardized documentation out in the wild?

danielrae Novice 22 posts since
Jul 31, 2008
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Nov 18, 2008 2:01 AM in response to: John Macioci
Re: Document Management - What to you do? (or think)

Hi,

 

Sounds to me like you're looking for a dedicated Quality Management System. There are many out there, but it's probably not appropriate to list them with links!

 

I work for a company that produces a QMS software solution that can be run as a desktop application or via your web browser and is used by many large organisations across the world.

 

Get in touch if you want to know more.

Ken Domen Beginner 300 posts since
Sep 28, 2007
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May 20, 2009 8:43 AM in response to: John Macioci
Re: Document Management - What to you do? (or think)

Here at Nike, I've been on a project that uses Jive to expose Documentum.

Just like the EMC thread, we expose Dctm assets as links embedded in Jive's Documents, Discussions & Blogs.

 

I'm wondering what best practices are when it comes to this area.

We're thinking of going to 3.x since it has the ability to create new Document types

so in our case, we'd create a Dctm Document type.

Austen Rustrum Jive Employee 6,752 posts since
Feb 19, 2008
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May 20, 2009 9:29 AM in response to: John Macioci
Re: Document Management - What to you do? (or think)

Hi Ken,

 

It sounds like the Documentum integration would be a perfect fit for the new Content Type Framework in Jive SBS 3.0.  By creating a custom content type, you can easily hook in to search, tagging, bookmarking and more with very little development effort.

 

I recently blogged about my own experiences of using the framework to implement a new environment tracking feature in our customer support portal.  Using this framework reduced my development time from several months down to a few weeks AND it was all done inside of a plugin--no messing with the core code.  Check out the links at the end of my blog post for a sample custom content type that can get you started and feel free to ping me if you have any questions!

 

Cheers,

Austen

Ken Domen Beginner 300 posts since
Sep 28, 2007
Currently Being Moderated
May 20, 2009 9:33 AM in response to: John Macioci
Re: Document Management - What to you do? (or think)

Perfect!  I'll check it out and comment.

 

ken

 

 

On 5/20/09 9:29 AM, "austen.rustrum" <clearstep-community@jivesoftware.com

Ted Hopton Advanced 1,577 posts since
Jun 30, 2008
Currently Being Moderated
May 21, 2009 2:55 PM in response to: John Macioci
Re: Document Management - What to you do? (or think)

Austen,

 

Would we be able to do this for Lotus Notes databases?

Austen Rustrum Jive Employee 6,752 posts since
Feb 19, 2008
Currently Being Moderated
May 21, 2009 3:16 PM in response to: John Macioci
Re: Document Management - What to you do? (or think)

Hi Ted,

 

Provided there is some sort of services API to access the information you want to pull into SBS (there should be), it is definitely a possibility!

cjturner Novice 4 posts since
Nov 6, 2009
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Nov 6, 2009 2:35 PM in response to: John Macioci
Re: Document Management - What to you do? (or think)

Collaboration and management are really different things.  Personally, I would not look to (or encourage) a one-tool-fits-all approach.  We have separate systems; when we need to link to managed content, Jive has the features to do that.

 

Document management tools (Alfresco, Sharepoint, etc.) are, by their very nature, structured control systems to ensure that official  copies of documents are well managed and changes are traceable.  Concentric circles of security, business process and authority to read or change are built around these documents, according to their imporance to the business.  If that's the requirement, an organization should deploy that sort of tool.  In some places, enterpriseses need  managed content.  Legal stuff.  Corporate policy.  How to get reimbursed for taxi fares.  The dress code, for those that have one.

 

Collaboration tools - open discussion forums, wikis and other 'consumer managed' content tools are designed to break down those walls and are inherently at odds with the concepts that drive managed content.  Their success depends upon relenquishing control and just letting the kids play.  The notion of 'control' is a public, community thing. Dependent upon the size, nature and structure of a company, these two concepts can co-exist.

inghamcj Novice 1 posts since
Nov 17, 2009
Currently Being Moderated
Nov 17, 2009 6:02 AM in response to: John Macioci
Re: Document Management - What to you do? (or think)

As described by a previous poster, document management systems, such as Documentum or Sharepoint, are for corporate documents that require versioning, change control, and security.

 

We also need file sharing in Social Networking applications, beyond pictures and videos, so that members in the community can share business documents, such as presentations for the attendees of a conference.  In that scenario, less is more regarding features.  You don't want versioning or security.  The security that governs the community, provided by the social networking application, is sufficient for the document sharing as well.  You do want the ability to organize the files in folders (in any number of nested levels, although a few is probably sufficient), and you want the ability to have a few fields to describe the document, title, description, author, and maybe a user-defined field or two.  Also, if you have a LOT of documents, the ability to assign tags for search engine purposes would also be helpful.

 

We use Sharepoint internally to manage corporate documents. 

 

We want to create social communities and be able to share files within the communities.

 

The fact that a document might be redundant by existing in both places is not an issue to us.

 

The fact that the document in the community might become out-of-date is not an issue either.  If it is important for the document to be kept up-to-date in the community, then the poster of the document should keep it up-to-date.  Otherwise, it should be viewed as a point-in-time look at a document that was interesting at the moment.

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