Content services & Microsoft 365

By Chris Caplinger // Chief Technology Officer Gimmal

Executive summary

As the need for content management grows throughout many industries, being able to identify the best path forward can be daunting. Today’s content management world is flooded with multiple repositories all that meet varying requirements. This white paper explores the current multi-repository content management landscape companies are experiencing, and examines how the Microsoft ecosystem has evolved.

We find that, with some assistance, SharePoint and Microsoft 365 make an ideal starting point for organizations facing various content management issues.


Introduction

A few years ago, many still clung to the hope that a “killer collaboration platform” would come along, simplifying electronic information management by bringing everything together within one silo. It’s safe to say that today that dream is dead. In today’s multi-repository world, making content services a priority means making integration a priority.

As SharePoint (and the rest of the Microsoft ecosystem) has evolved, it has become increasingly clear that the vast integration capabilities offered through Microsoft platforms make Microsoft 365 the ideal hub upon which to center a comprehensive information management strategy. Let’s take a look at why.

How does the Microsoft 365 Revolution Impact Governance and Process Automation?

SharePoint Online is now the standard experience, with the on-premises versions being deployed for only special cases.

Starting from Microsoft 365

Chief Evangelist and Past President of AIIM, John Mancini once suggested that “SharePoint” has become a common noun for content management, like Kleenex for tissue, and Xerox for copying. He had a point – adoption is near ubiquitous. But this view doesn’t capture all of the nuances (nor is it intended to).

Over the past few decades, organizations have constructed more or less makeshift content services systems that meet their wide-ranging requirements for capturing, sharing, securing, and working with information.

They have taken this piecemeal approach, in spite of the redundant licensing and the maintenance, support, development, and operating costs that come with the use of multiple systems.

According to a 2014 Report from AIIM and Reveille almost 55% of information managers surveyed said they were under pressure to reduce cost of operations, and a full 50% were under pressure to migrate content from legacy systems. A couple of years later, there is one clear choice.

Microsoft is the safest of bets.

Their finances are healthy, and no one is going to acquire them. There is no existential threat to Microsoft. This is supported by the single fact that over half of organizations globally use Microsoft 365.

10 Things You Need to Know About Content Services

  • Microsoft SharePoint gained popularity in large part because it is cost-effective (due to it being included in many corporate enterprise agreements) and its integration with Microsoft 365.

  • It has introduced organizations to document management, but until a few version ago, it was not sufficiently developed to replace the legacy content services patchwork.

  • With the mass adoption of the cloud, Microsoft 365 and its partner ecosystem have progressed sufficiently to replace the legacy patchwork, including on-premises SharePoint, and offer a viable alternative to buying and maintaining multiple content services platforms.

  • The most expensive component of any content services implementation is commonly the conversion from a previous vendor’s defunct technology.

  • I contend that this is one of the most important risk factors for companies to consider when implementing a content services solution. In many ways, organizations that select content and collaboration products and solutions that are not built on Microsoft 365 are taking a poorly calculated risk.

    CHRIS CAPLINGER, Chief Technology Officer Gimmal

Joachim Freitag, managing partner IseoSolutions

Joachim Freitag, managing partner IseoSolutions

“Many organizations have moved to Microsoft Teams during the pandemic. Remote Collaboration and digital Document Management were not an option anymore.

Leverage your investment into Microsoft 365 and bring your business information management to the next level using Teams and SharePoint with integrations into your ERP and CRM systems. Achieve transparency over your business and connected processes within your preferred business application.”.

Why not keep it all in Microsoft 365?

Microsoft 365 has the basic content management and collaboration functions organizations need, and comes with the benefits of Microsoft’s vast network of partners… but then what?

Many business units have very specific needs that don’t neatly fit into the capabilities available, or you may have groups within your organization resistant to change. Other groups are subject to additional regulations around how and where content can be stored. Any of these scenarios could be reasons your organization is unable to store 100% of its content within a single repository.

This is why, when considering content management, having a solution that lives outside of any one repository is necessary. Information governance should not be a capability of a repository – it should stand on its own and reach into repositories to manage content according to your rules.


How can organizations enable intelligent information governance?

The simplest way to enable more intelligent information governance begins at the point of upload. Again, this is where the extendible nature of the Microsoft platform and their large partner network enable real innovation.

Using Gimmal, an organization can transform a simple SharePoint element into an intelligent document sorting tool. Users can drag and drop a document for upload, at which point the software analyzes things such as the file name, drop location, file contents, and more to determine the proper metadata and storage location based upon rules defined by information managers.

This eliminates the end user burden of endless metadata entry, which is prone to error and hard to enforce, but nonetheless mission-critical.


How will new capabilities affect deployment decisions?

With the mass adoption of Microsoft’s Microsoft 365 platform and the constant features being delivered on top of Microsoft Azure and Microsoft 365, you can expect considerable innovation in the capabilities of information management.

This trend is not likely to end soon, so playing the waiting game for better technology will continue to make storing content a guessing game and will put your organization at risk for cybersecurity attacks, GDPR-type violations, and data retention mistakes platforms.

Alexandra Freitag, partner IseoSolutions

Alexandra Freitag, partner IseoSolutions

“When we look into companies - even if they have a strong Microsoft footprint - we clearly identify potentials to work smarter with MIcrosoft applications and not harder. Key points are the Information Architecture and the integration capabilities of Microsoft 365 and SharePoint.

Orchestrating the Microsoft 365 applications to provide an integrated and comprehensive overview of business information on a day-to-day basis enables your organization to benefit from your investments”.

What about cost?

An Microsoft 365-based content services solution has a lower total cost of ownership than any legacy platform. Many companies already have a technology investment in Microsoft, which makes Microsoft 365 a desirable solution. In addition, the ROI that most clients experience when moving from a legacy system to Microsoft 365 is significant.

Annual maintenance fees for legacy systems can also be very high. Many times, Gimmal clients can recognize an immediate ROI just based on the elimination of annual maintenance fees.

The internal support costs for Microsoft 365 are also a benefit, especially in training and resources. Specialized training on proprietary platforms is no longer required, and Microsoft 365 resources are abundant in the marketplace.

Another cost benefit is simply related to the cost of moving resources to the cloud. This includes both hardware and labor costs. A move to Microsoft 365 will remove SharePoint, Exchange, and various other vendor servers from your data center, and will reduce the labor associated with managing the platform.

We also encourage clients to look at the upgrade path of their legacy system. Many times to maintain support from the legacy vendor, an organization may be forced into a costly upgrade. It is critical to understand the ramifications of the upgrade, because many times it is simply a migration disguised as an upgrade.

In addition, Microsoft 365 has benefits such as:

  • consistent interface from the administration through each and every application

  • multiple integrated technologies for portals, collaboration, business intelligence, content services, search

  • integration to line of business systems

  • In reality, Microsoft provides a comprehensive platform for content services that includes Windows, Azure, Exchange, SQL Server, and SharePoint, and much more.

Conclusion

In today’s multi-repository world, making content services a priority means making integration a priority.

The vast integration capabilities offered through Microsoft platforms makes Microsoft 365 the ideal hub to center a comprehensive information management strategy. Companies have a wide-range of requirements, and have constructed make-shift content services systems to manage these requirements. They have taken this approach despite of the redundant licensing, maintenance, and costs of operating multiple systems.

Though, the most expensive component of content services implementation is commonly the conversion from a previous vendor’s defunct technology. It’s important that companies consider these risk factors when implementing a content services solution.

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