Document Management Milwaukee | Concurrency, Inc.

So I just finished the new AIIM SharePoint Practitioner course.  I took it online, rather than in the two-day classroom training.  I have to tell you, I thought it was an excellent course.  There’s a clear ECM focus (this is AIIM, after all), but it’s really a very balance course, helping you understand what SharePoint [...]

So I just finished the new AIIM SharePoint Practitioner course.  I took it online, rather than in the two-day classroom training.  I have to tell you, I thought it was an excellent course.  There’s a clear ECM focus (this is AIIM, after all), but it’s really a very balance course, helping you understand what SharePoint [...]

Mike Alsup has been a recognized thought leader in the ECM/RM field since before it was actually considered a ‘field’.  Over the years, Mike (and the companies he has founded) did some groundbreaking consulting work with virtually all of the major content management applications on the market.  Like most industry visionaries, Mike recognizes the significant impact SharePoint [...]

In my first post of this series, I showed you how to configure Content Organizer to run on your site.  In this post, I will walk you through each of the Content Organizer settings options and explain what each option does.  To get to the Content Organizer settings, click on ‘Site Actions’ and select ‘Site [...]

[This is the second installment of an occasional series of posts on this subject.] In the initial installment of this series I explained what cloud computing was and why it is likely to have a profound effect on how Records Managers do their jobs.  In this post, I will describe some of the risks and [...]

In MOSS 07 documents were routed to the Records Center and classified in the file plan based on the document’s Content Type.  This worked fine if retention and disposition of your records was managed purely by the type of document being declared.  As Records Managers, we know this is rarely the case in the real [...]

Client: “HELP! SharePoint is broken. Can you come to Chicago today and fix it?”
Concurrency: “Sure, can you tell me what is broken?”
Client: “Our users can’t [...]

In one of the more perplexing acquisitions I’ve seen in the Records and Information Management industry, Autonomy recently announced it was acquiring CA Technologies’ Information Governance division.  (Here’s industry analyst, Forrester’s early take on the deal.)  This means that Autonomy will now own – along with a few secondary applications – CA’s Records Manager solution. [...]

[This is the first installment of an occasional series of posts on this subject.] From the start, one of the primary goals of this blog has been to provide Records Managers with a better understanding of some of the critical technical issues they are likely to encounter while managing their records in a SharePoint environment.  [...]

There are many situations in which a set of content, such as Word and Excel documents, PowerPoint presentations, and images are all interrelated. In previous [...]