RecordPoint Records365 vNext Launch
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We’re announcing something YUGE (shh, it’s still a bit of a secret), and we want to share it with all of our friends! On July 26th, we’ll be revealing major changes (hint: it’s awesome) to our Records365 platform in a webinar, and we want to give you an exclusive look on these changes. • Next-Generation Platform: An improved Records365 that is more user-friendly, extendable and useful for our customers. Get the rundown of everything you need to know. • New Datacenters: We are launching new datacenters in the UK and Australia, in addition to our existing datacenter in the US. • Extensible Connector Framework: Use the features you love in Records365 across multiple content services, including Box, Dropbox, G-Suite, Salesforce and more. Even better, it is easy to develop your own connector! • RecordPoint Trust Center: You can now easily find information you need about our platform’s security and compliance.
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RecordPoint Records365 vNext Launch
- 2. Seattle Sydney Melb London Founded 2009 Microsoft Gold Application Partner Support for all industries 70 Staff across 3 countries "Follow the sun” support desk Hundreds of Thousands of Users Worldwide
- 3. Records365 Brand Principles • Do not require end users to do anything • Intuitive user interface • Seamlessly manage content across multiple repositories • In place records management across cloud, on-premises, and hybrid • Compliant with local and global standards • Maintain data onshore to meet data sovereignty compliance • Certified on security & operational standards • Automated rules engine classifies content • Extensible connector framework • Federated data management • Retire legacy systems and enable the modern workplace MODERNEASY TRUSTED
- 6. Available Everywhere Legend Geography Live Geography Road Mapped By end of FY19 US Canada US Gov UK Europe AU Asia
- 8. Centralized Dashboard Gives visibility to the management health of your records and their processes Increases efficiency by managing your records or processes in context with quick links
- 9. Centralized File Plan Supports multi-step retention schedules so records can be holistically managed through their lifecycle Allows for standard terminology to be used to classify similar content from different sources
- 10. Visual Rules Builder Increases efficiency by applying consistent policies regardless of where your content lives No need for manual classification, each record version is automatically sentenced Greater visibility on how content is classified and rules are prioritized
- 11. Call to Action: vNext Regional Webinars August 22, 2018 Europe: 10:00 AM - 11:00 AM BST Australia-Pacific: 10:00 AM - 11:00 AM AEST North America: 10:00 AM - 11:00 AM PDT Click to Register!
- 13. Connectors Gallery Ability to connect to additional sources by creating custom connectors Catalogue of pre-integrated content sources
- 14. Advanced Search Search using metadata fields from your content sources directly in Records365 Powerful search engine that scans records across all your content sources All the content is automatically indexed and available for search straight after submission
- 15. Call to Action: Box Connector Webinar Australia / Pacific Thursday, Oct 25, 2018 11:00 AM - 12:00 PM AEDT North America Tuesday, Oct 30, 2018 11:00 AM - 12:00 PM PDT Europe Thu, Oct 25, 2018 11:00 AM - 12:00 PM BST Click to Register!
- 17. Connectors Framework Abstracts complex Records Management processes by providing easy-to-use tools, samples and extensive documentation Modern REST APIs, WebHooks and SDKs to assist developers in quickly building additional connectors
- 18. RecordPoint Developer Experience Kickstart your connector & 3rd party integration development with code samples & guides, SDKs and developer forums. Development made easy with RecordPoint’s API first approach.
- 19. RecordPoint Trust Portal Learn about what security certifications and attestations RecordPoint complies with. Transparency around how RecordPoint securely operates and manages our cloud services. https://trust.recordpoint.com
- 21. Compliant Migration as a Service Free users from legacy platforms and enable the modern workplace Traditional migrations are not compliant Maintain record audit trail and chain of custody
- 22. Extract Transform Load Compliant Migration as a Service x File Shares Objective TRIM (Records Manager) Documentum FileNet Alfresco OpenText HP Meridio Oracle WCC Other systems coming Maintain audit trail Maintain chain of custody Migration Reporting suite Dispose of overdue content Categorize records against file plan De-duplication of content
- 23. Call to Action: Compliant Migration as a Service Webinars Australia / Pacific Tue, Jul 31, 2018 11:00 AM - 12:00 PM AEST North America Tue, Aug 7, 2018 10:00 AM - 11:00 AM PDT Europe Wed, Sep 12, 2018 10:00 AM - 11:00 AM BST Click to Register!
- 25. Product Roadmap Update Intelligence and Automation Attestations and Local Jurisdictional Compliance Universal Policy via Connectors and Extensible Connector Platform Easy TrustedModern
- 26. Roadmap Update – Available Now SOC2 Type II Compliance Box Connector Teams Connector Connector Framework SDK Windows File Shares Connector Physical Records Module Released SharePoint Server Connector Disposal Management Workflows SharePoint Online Microsoft OneDrive
- 27. Roadmap – To Come in 2018 Additional Geographies and Attestations Artificial Intelligence (AI) and Categorization Enhanced Analytics Platform Atlassian Confluence Connector Blockchain and Distributed Ledger Google Apps Connector Coming 2018 Workflow Extensions and Integration Exchange Online Connector
- 28. RecordPoint Partner Program Partner manager to facilitate relationship Assist RecordPoint customers with EDRMS implementations Develop and sell your own connectors
- 29. Call to Action: Partner vNext Webinar Australia / Pacific Thursday, Aug 23, 2018 11:00 AM - 12:00 PM AEST North America Thursday, Aug 23, 2018 11:00 AM - 12:00 PM PDT Europe Tuesday, Aug 28, 2018 11:00 AM - 12:00 PM BST Click to Register!
- 30. Summary: Calls to Action NORTH AMERICA EUROPE Wednesday, August 22nd, 2018 10:00 AM - 11:00 AM AEST Click here to register! Wednesday, August 22nd, 2018 10:00 AM - 11:00 AM PST Click here to register! Wednesday, August 22nd, 2018 10:00 AM - 11:00 AM AEST Click here to register! Thursday, Oct 25, 2018 11:00 AM - 12:00 PM AEDT Click here to register! Tuesday, July 31, 2018 11:00 AM - 12:00 PM AEST Click here to register! Thursday, Aug 23, 2018 11:00 AM - 12:00 PM AEST Click here to register! Tuesday, Oct 30, 2018 11:00 AM - 12:00 PM PDT Click here to register! Thursday, Oct 25, 2018 11:00 AM - 12:00 PM BST Click here to register! Tuesday, August 7, 2018 10:00 AM - 11:00 AM PDT Click here to register! Wednesday, September 12, 2018 10:00 AM - 11:00 AM BST Click here to register! Thursday, Aug 23, 2018 11:00 AM - 12:00 PM PDT Click here to register! Tuesday, Aug 28, 2018 11:00 AM - 12:00 PM BST Click here to register!
Editor's Notes
- Who is RecordPoint: First customers in 2007 - focus on providing high end records management capability to SharePoint. SharePoint 2007, now 2010 and 2013. Today - hundreds of thousands of users on platform globally. Offices: Sydney/London/Seattle. Latest data & analyst reports show RecordPoint has 45% global market share of ‘SharePoint add in’ industry.
- Along with Preferred by Microsoft along with Avandade, Colligo, Quest, Collabware, KnowledgeLake, SkySync.
- Announcing today Investments we’ve made Had in beta Customer feedback that embrace compliant modern workplace Trapped in existing silos RP not about trapping in silo Value from legacy systems stored in: Providence Custody Authenticity R365 Platform enables seamless compliance across modern workplace Reality is orgs don’t start from ground zero, and need to onramp from somewhere Traditionally (and at RP in the past) that would be achieved as part of the implementation of an ECM or EDRMS system. We’ve developed Compliant Migration as a Service offering to Compliant Migration as a Service offering delivers a fixed price, fixed outcome
- Data that doesn’t fit into O365 goes into R365 Extract: Content, metadata, audit information, permission sets, version histories Transform: EXTRACT Content is pulled from the legacy content source. This includes the content file (also known as the binary), any metadata, the audit trail, permissions, and optionally file versions. Additionally, the file plan and retention schedules are also extracted. We can also look at the file or folder structure and / or other information architecture components to inform the future information architecture. If SharePoint on-premises is the legacy content source, we can also extract the content types. CONTENT SOUCES HP Meridio Oracle WCC FileNet Documentum Objective Alfresco OpenText HP Trim TRANSFORM In the transform phase we transform the content from the source to destination as defined using the methodology below LOAD The load phase is when the content, retention schedule, and file plans are added to the destination content source. Records365 then ingests the data and applies the correct file plan category and retention policy.