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Sharpen your pencils and discover best practices in creating a metadata schema, taxonomy design, development and the tools that can make it happen in SharePoint!
The Expert Webinar Series Has Come to a Close
Thank you to everyone who participated in our successful 5-part series. To view prior session recordings and presentation decks, please make a selection from the right side of this page. Send any comments and questions to Jill Hannemann.
Session 1: Designing Taxonomy and Metadata for SharePoint
Date: Wednesday, May 18, 2011, 11:30AM EST
Presenters: John Challis, Don Miller, and Jill Hannemann
We talked of the importance of integrating your taxonomy and auto-classification solution natively with the term store and managed metadata properties. This was the first of an expert series of webinars focused on SharePoint, the term store, managed metadata properties, content types and what they mean for both users, administrators, and your organization.
Session 2: Designing Information Architecture for SharePoint: Making Sense in a World of SharePoint Architecture
Date: Wednesday, June 29, 2011, 11:30AM EST
Presenters: Don Miller and Rachel Sondag
We discussed how to implement a taxonomy and metadata schema to begin the functional planning of how users will interact with the various elements set up within a SharePoint environment and the importance of integrating your taxonomy and auto-classification solution natively with the term store and manageed metadata properties.
Session 3: Leveraging Taxonomy Term Store for SharePoint: Defining a Multi-Taxonomy Structure for Content Management
Date: Wednesday, August 10, 2011, 11:30AM EST
Presenters: Don Miller and Jill Hannemann
There are a number of ways to manage content by leveraging this new service, whether the intent is for social collaboration or rigid categorization We discussed providing strategy and best practices for designing a taxonomy and metadata schema to work with the Term Store for SharePoint 2010 and reviewed the different strategies you may take to leverage the Term Store effectively and in a manner that suits the business objectives and culture of your organization. We also reviewed the difference between proprietary taxonomy solutions that replace the term store and those that integrate natively with the term store and why that is important to both end users and the Enterprise.
Session 4: SharePoint Governance: Managing Content Sprawl
Date: Wednesday, September 14, 2011, 11:30AM EST
Presenters: Major David Sanchez (USAFR), Don Miller, and Sylvester Placid
Once deployed within your company, SharePoint's popularity has the potential to become viral. This session focused on how to apply a governance strategy against the SharePoint sites and objects and how best to manage user expectations for leveraging SharePoint within your company. We also looked at how using Concept Searching’s Concept Classifier for SharePoint you might automate much of the process designed to deliver a consistent user experience at retrieval time using taxonomy and automatic content tagging. Furthermore we explore using the tool to apply your Governance strategy to identify and lock down sensitive information such as PII from being published on uncontrolled portals. Finally, Major Sanchez of the USAF Medical Service kindly delivered a briefing on how the technology is being used within the USAF to deliver Governance around Records Management and sensitive information.
Session 5: De-Mystifying Content Types - Four Key Content Types to Leverage
Date: Wednesday, October 19, 2011, 11:30AM EST
Presenters: John Challis, Don Miller, and Jill Hannemann
Content types are a powerful feature of SharePoint 2010 and are largely under-utilized. PPC once again joined Concept Searching in the fifth and final webinar in the series. We discussed the concept of content types, what they can do and how to implement them across your SharePoint environment. PPC also shared their experience of four key content types to implement that span multiple industries. John Challis, CTO of Concept Searching, demonstrated Concept Searching’s Taxonomy Workflow tool, an automatic content tagging solution that adds intelligence to the migration process and can apply content types based upon vocabulary and metadata. The solution, fully integrated with SharePoint 2010 and the Term Store can then workflow specific types of content based upon policy and guidelines addressing such business issues as preservation and disposition, risk, governance and migration.
About Project Performance Corporation
 PPC’s practical Knowledge Management Solutions focus on addressing core business needs through the integration of business-focused Knowledge Management and the underlying technologies that enable people to share, connect, collaborate, and access the information they need to be more effective in their jobs. Our proven methodologies are guided by iterative and measurable approaches and direct engagement with the business users and knowledge holders at every turn.
PPC serves as the North American arm of the internationally-recognized consultancy AEA. As part of a 1,200-person, multi-disciplinary team of information technology professionals, project management experts, scientists, technologists, and regulatory specialists, PPC brings more than 20 years of experience in information management and enterprise services implementation.
About Concept Searching
 Founded in 2002, Concept Searching’s software products deliver conceptual metadata generation, auto-classification, and powerful taxonomy management from the desktop to the enterprise. Concept Searching is the only statistical metadata generation and classification software company in the world that uses concept extraction and compound term processing to significantly improve access to unstructured information. The technologies run natively in SharePoint 2007 and 2010, FAST Search, Windows Server 2008 R2 FCI, and in Microsoft Office applications. Headquartered in the U.K. with offices in the U.S. and South Africa, Concept Searching solves the problem of finding, organizing, and managing information capital.
SPEAKER PROFILES
Jill Hannemann, PPC
 Jill Hannemann is an expert in information architecture, taxonomy design, and portal strategy for clients in the government, media, hospitality, and products industries. She has significant experience in the design, maintenance, and content management of Microsoft SharePoint 2007/2010 and Oracle Web Center portal and related systems. In addition, she possesses expertise in web usability and project strategy. She is a frequent speaker on topics including taxonomy design, social computing, portal strategy, content management, and web usability. Ms. Hannemann has coordinated the taxonomy design, content management and analysis for IT modernization programs in several major federal government agencies. Ms. Hannemann has provided similar services for a wide array of clients including United States Senate, Government of Bermuda, Johnson and Johnson, and Jacobs Engineering.
John Challis, Concept Searching
 John Challis is an experienced entrepreneur having had success with several previous ventures involving the management of unstructured data. In 1990 he founded Imagesolve International which quickly became the UK's leading supplier of Document Image Processing and Workflow products. Mr. Challis then launched ImageFirst Office for BancTec in the USA in 1995 closing over $5m new business in the first 12 months. Prior to Concept Searching he was CTO at Smartlogik; the company behind the world's first Probabilistic search engine.
Don Miller, Concept Searching
 Don Miller is a senior executive at ConceptSearching with over 20 years experience in knowledge management. He is a frequent speaker about Records Management and Information Architecture problems and solutions. Mr. Miller has been a guest speaker at Taxonomy Bootcamp, Management Electronic Records and numerous SharePoint events about information organization and records management. Mr. Miller works in the Life Science, Energy/Utility, Professional Services, Financial Services, and Healthcare verticals but enjoys helping any company with an information or records management problem.
Rachel Sondag, PPC
 Rachel Sondag is an Analyst in Project Performance Corporation’s Knowledge Management practice. She specializes in the design, development, and deployment of knowledge management tools to serve users of all skill levels. She has worked with commercial and government clients to develop SharePoint solutions in the areas of site navigation, metadata design, enterprise content management, and governance. Ms. Sondag has authored trainings for information workers focusing on content management and site maintenance. She is also a frequent presenter at SharePoint conferences including SharePoint Saturdays.
Sylvester Placid, PPC
 Sylvester is an Analyst at Project Performance Corporation, bringing management consulting expertise to the fields of taxonomy and metadata design, portal strategy, and content management governance. Sylvester has several years of experience in marketing, communication, and education. His areas of focus are knowledge management, communication, training, and design with Microsoft SharePoint 2010. As a former management consultant with BearingPoint, he worked directly with customers to implement project management processes for technology infrastructure in the federal government and commercial sectors, and was responsible for leading knowledge management support for the management consulting practice. He led a redesign of the management consulting internal portal, conducted weekly knowledge management training sessions, and coordinated global communities of interest for the practice. Sylvester has also designed content management, taxonomy, and metadata governance plans for Fortune 500 companies, defining a unique balance of process and policy with ease of human web interaction. In previous positions, Sylvester worked in marketing and communication for Apple and has taught courses in effective interpersonal communication and public speaking at George Mason University.
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