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SharePoint Online Document Management Best Practices
Once upon a time, document storage seemed logical and simple… Especially, when you create your own methods by which you store and archive your files—not really. Everything made perfect sense because you operated in your own world—so untrue. You knew exactly where you put things every time, on the dime—when did this ever happen? Well, times have changed. Culturally, we have migrated to a more collaborative work environment that invokes teamwork, accountability, and transparency. Consequently, as we moved into the collaborative space, our technology had to evolve with us; thus, SharePoint was born. The name became a beacon, a focal “point” where we can “share” files, collectively draft documents, set document-level permissions and document versioning, archive, and store, automate business functions, assign metadata for easy searchability, and ultimately—most importantly—streamline our business processes. It all sounds good and there’s a growing consensus in the board meetings, “let’s launch our business into […]
SharePoint Pre-Migration Reports You’ll Need for a Successful Migration
SharePoint migration is a transfer of existing content to a newer and up to date SharePoint Environment which can be either On-Premise or Online. There are several checks which need to be performed before any migration to make the migration successful. Why Are Pre-Migration Reports Important? At FMT Consulting, we have successfully completed several SharePoint migrations from legacy systems, file share and older versions to newer SharePoint on premise or SharePoint Online. We made these migrations successful and on time with proper discovery which not only helped us for correct estimates but also helped a lot during migration process for resolving all hurdles on time. Pre-migration reports are also helpful to understand whether you will need a 3rd Party tool for migration or can go with a Content DB migration. Migration Boundaries for SharePoint Online There are some boundaries which you have to take care before any migration assessment: SharePoint ContentDB […]
Performance and Development Workflow Updates in SharePoint 2013
SharePoint 2013 introduced exciting workflow updates that increase the reliability and scalability of workflows. Before we discuss SharePoint 2013 workflows it’s important to first understand the 2010 workflows. The 2010 workflows are not as reliable as the new 2013 workflows due to their lack of scalability and availability. However, one of the major benefits of SharePoint 2010 workflows is that you can send emails across domains which wasn’t carried over in SharePoint 2013 through the send email action. Microsoft improved SharePoint 2013 workflows in two ways: Performance and Development. Development Updates Let’s discuss development first, and then we will look into the performance part later. Two major features in 2013 workflows was adding loops to the workflow actions in SharePoint designer, and supporting workflow designer in Visual Studio. Leveraging visual diagrams makes it a lot easier to present and understand workflows. (Please note that visual designer needs Visio 2013 professional). […]
How to Configure Incoming and Outgoing Emails for a SharePoint 2016 Farm
  With the recent releases of the SharePoint 2016 technical previews, we keep on exploring different features and identifying new ways to leverage SharePoint 2016 to work smarter, improve the user experience and become more productive. The purpose of this blog post is to demonstrate how to configure incoming and outgoing emails for a SharePoint 2016 farm. In order to follow along, you’d need to have the SharePoint 2016 Technical Preview installed. Get the step-by-step instructions on how to install SharePoint 2016 Technical Preview here. Configure Incoming Emails for SharePoint 2016 Technical Preview Step 1 Go to Server Manager and click on “Add role or features”. Step 2 Hit Next. Step 3 Select Role-based or feature-based installation and hit Next. Step 4 Select a server from the server pool and hit Next. Step 5 Under Server Roles, leave the default selections as is and hit Next. Step 6 Select SMTP […]
FMT Consultants Releases the Agenda for nVerge 2015 – a Technology Conference on Microsoft Business Solutions
The nVerge 2015 agenda offers over 35 educational sessions on Dynamics GP 2015, Dynamics CRM 2015, Social Engagement, Dynamics Marketing, SharePoint, Office 365 and IT systems. FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, today released the agenda for nVerge 2015 - a one-day technology conference taking place in San Diego, CA on October 27, 2015. The conference agenda offers a wealth of keynotes, breakout sessions, workshops, roundtable discussions, a bustling expo floor with IT service providers and independent software vendors, and ample networking opportunities. During the one-day conference, nVerge attendees can choose between 35+ different educational sessions on Microsoft Dynamics GP 2015, Management Reporter, Dynamics CRM 2015, Microsoft Social Engagement, Dynamics Marketing, third-party applications for the Dynamics product line, SharePoint, Office 365, IT systems and general business management. Premiere local and national businesses, including Stone Brewing Co. and Puget Sound Surgical Center, will share […]
Case Study: Liebert Cassidy Whitmore Goes Paperless with Microsoft SharePoint 2013
Liebert Cassidy Whitmore (LCW) is the foremost expert in U.S. labor, employment and educational law. Since it was founded in 1980, it has grown to four locations in Los Angeles, San Diego, San Francisco and Fresno and now employs over 80 attorneys across 10 practices. LCW is named among the 2014 Top Boutique Law Firms in California by The Daily Journal and ranks the 66th largest law firm in the nation. The firm pioneered preventative education; meaning its attorneys educate clients, through consortiums, workshops and seminars, on the best ways to avoid becoming a party to adversary proceedings. Download Case Study   The Challenge LCW has built its success upon a reputation of expert knowledge and a culture of sharing by training thousands of city government employees and school administrators. LCW wanted to better itself at how it pooled knowledge within its own firm; among the partners and eventually, between […]
Planning Document Management in SharePoint 2013
Microsoft SharePoint 2013 enables organizations to build a document management solution specifically tailored to their organizational needs, and to better manage the life cycle of their documents. To make sure that this solution is both practical and at the same time comprehensive, a fair amount of planning needs to take place before the solution is built. This article describes how to plan an effective Microsoft SharePoint 2013 based document management solution. The document management planning process consists of the following major steps: Identify Users The first step is to identify the users of an organization who interact with documents on a routinely basis. To identify these users, a comprehensive survey should be conducted to determine who creates documents and what types of documents they create. Furthermore, the survey should determine what roles the various users of a document have. These roles describe who creates documents, who reviews the documents, who […]
Microsoft SharePoint Implementations: Why They Fail and How to Avoid It
This blog is about SharePoint implementation experiences, lessons learned and thoughts about what it takes for a successful implementation. Specifically, it focuses on information overload, a common challenge most companies face when implementing SharePoint, and how to avoid it. SharePoint is a robust and powerful tool that favors configuration over development. Most of the functionality that you need for your business is already built-in, but many organizations still fail to successfully implement SharePoint. You will find this blog helpful if you are in one of following situations: You have already implemented SharePoint, but need a re-design You are currently implementing SharePoint, but lost in the process You are new to SharePoint The Detrimental Mindset: SharePoint is so Easy a Caveman Can Do It! The mindset of most users who are new to SharePoint is, “that’s great I can install SharePoint and start sharing documents. I can apply security, create sites, […]
Video: Go Social & Mobile with SharePoint 2013
Social and mobile technologies have revolutionized the way we work, collaborate and communicate. Access to company resources is no longer limited to the home or the office, and today’s leading organizations are utilizing social and mobile technologies to empower their employees to work more effectively while meeting and exceeding the growing demands of the modern customer. This video will help you identify some of the practical applications of how the social and mobile features of Microsoft SharePoint can make a huge impact on your organization in terms of increased productivity and profitability. Topics of the video include: The mobile features available in SharePoint 2013, including the mobile browser experience, device channels and location The new features and functionality for social networking, such as My Sites, Feeds, Community Sites, and Community Portals A day in the life of the modern information worker, and the impact social and mobile participation has on […]
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