Document Management Milwaukee | Concurrency, Inc.

Anyone who has followed this blog for any length of time knows I work for Gimmal, a consulting, integration and solutions firm based out of Houston, Texas.  I joined Gimmal over three years ago because I was convinced they were positioned to become the leading SharePoint records and information management consultancy worldwide and I wanted [...]

Creating a Hold Creating a hold in SharePoint 2010 is a simple process and hasn’t changed much from MOSS 07.  Login to SharePoint as a user with administrator privileges.  Click on Site Actions and select Site Settings.  From the ‘Hold and eDiscovery’ category, click on ‘Holds’.  Click on ‘Add new item’ and the ‘Holds – [...]

A number of the major ECRM vendors – OK, I’ll be honest, all of the major ECRM vendors – have worked tirelessly to downplay the records management functionality provided in SharePoint. I know this to be true because I have worked for some of these companies. For many of them this has become a matter [...]

Microsoft has made some fairly substantial improvements to SharePoint 2010 holds and electronic discovery functionality over the features that were first available in MOSS 07.  Perhaps the biggest change is making SharePoint 2010 holds available beyond the confines of the Records Center.  Unlike the feature in MOSS 07, holds in SharePoint 2010 can be managed [...]

Barry Jinks is Founder and CEO of Colligo, a leading provider of client software solutions for extending SharePoint collaboration and content management functionality.  Colligo is based out of one of our favorite cities in the world, beautiful Vancouver, B.C., Canada.  Barry was kind enough to take a few minutes out of his busy schedule and [...]

My good friend, Mimi Dionne, at CMSWire was kind enough to interview me recently about managing records in SharePoint.  I’m not sure I said anything that I haven’t said on this site before, but if you are interested in finding out what I’m like on the other side of the microphone for a change, you [...]

I realize this is late notice, but I wanted to mention a free web presentation next week that should prove worth seeing: Realizing True Records Management with SharePoint 2010.  It’s hosted by KnowledgeLake and the panel will include Latasha Battle, Microsoft SharePoint Product Manager for ECM, Corro’ll Driskell, KnowledgeLake records management guru, and our friend Brad [...]

SharePoint 2010 has a new feature – can I still call something in SharePoint 2010 new or has that ship sailed? – that I haven’t really mentioned as much as I should.  It’s  the Compliance Details dialog and it’s a great source of information about content in your SharePoint libraries.  The Compliance Details dialog can [...]

SharePoint 2010 has a new feature – can I still call something in SharePoint 2010 new or has that ship sailed? – that I haven’t really mentioned as much as I should.  It’s  the Compliance Details dialog and it’s a great source of information about content in your SharePoint libraries.  The Compliance Details dialog can [...]

My friends in Redmond reminded me that SharePoint just celebrated its 10th birthday on March 25th.  (They had a big party.  I’m sure my invitation got lost in the mail.) This may not seem all that important to Records and Information Management professionals, but I think it is.  Ten years is not that long for [...]