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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 speak to us about his company. 

SPRM: Barry, thank you sitting down with us today.  

Barry Jinks: Thanks for having me!

SPRM:  So let’s hear your elevator pitch for Colligo.

Barry:  First, a bit of background. As you know, SharePoint 2010 is getting deployed all over the place for content and records management. In addition to being a platform for users to store and share information, SharePoint enables organizations to manage a wide array of content – emails, documents, blog entries, whatever – as a record. Getting end users to accept and use SharePoint to manage their content means that more content gets captured, the content is better tagged, and it’s easier to find, retain and manage. Increasing end user adoption, therefore, helps organizations grow the value of their information assets, and helps users be more competitive and more productive.

While it’s a very versatile platform, SharePoint isn’t designed to support all scenarios by itself. That’s where Microsoft partners like Colligo come in. For example, knowledge workers like project managers or lawyers need to tag, share and store emails and attachments in SharePoint, but this is quite hard to do out of the box. With Colligo software installed, they can easily drag and drop, tag or search for emails and attachments in SharePoint from within Microsoft Outlook. Another pain point is for people who need access to SharePoint when working over variable network connections, like pharmaceutical reps or oil field service personnel. Colligo’s software can cache SharePoint content, making it easy to access, store and tag critical content when and where users need it.

So Colligo makes a family of software applications that give users the full power of SharePoint through the interfaces they already know and love, such as Microsoft Outlook and Windows Explorer. This significantly shortens the learning curve and makes SharePoint intuitive to use – quickly turning users into SharePoint fans.

SPRM:  Interesting.  Sounds like exciting work.  We’ve been following the growth of your company for several years now.  How big is Colligo today?

Barry: Being a private company, we don’t generally talk about revenues, but I can say that we’re growing each quarter and adding a lot of new people in order to meet the rapidly expanding SharePoint market. We have about 3,500 customers in over 50 countries. With everything that’s happening in the ERCM space, and the great traction that SharePoint 2010 is receiving in the market, it’s making for an extremely interesting time for Colligo.

SPRM:  It probably won’t surprise you that our readers are particularly interested in managing records in SharePoint environments.  How can Colligo help them do that?

Barry:  Colligo’s email and document management solutions provide a seamless integration between desktop applications, such as Microsoft Outlook, and SharePoint. This integration enables users to easily move emails and documents into SharePoint using methods such as drag-and-drop, Send & File, Outlook rules, etc. One of the big advantages of using our products is how easy it is for users to tag content and manage metadata. Colligo products automatically extract properties from email as metadata and allow users to tag additional custom or enterprise managed metadata to the email or attachment. This helps to drive compliance, facilitate retention policies, enable better enterprise search, and reduce eDiscovery costs. Another great feature of Colligo is that users can access SharePoint lists from inside the Outlook interface, allowing them to view and open documents and emails, check them out and declare them as a record, all without leaving Outlook.

SPRM: We’ve notice Colligo has developed some interesting partnerships with records management solution vendors.  We find the FileTrail partnership particularly intriguing.  What can you tell us about that?

Barry:  Yes, recently we’ve made announcements with FileTrail, GimmalSoft and AvePoint.

As you know, organizations are looking at managing both physical and electronic records in SharePoint 2010. FileTrail for SharePoint allows physical items to be represented and managed like any other content item that resides in SharePoint. When the FileTrail solution is combined with Colligo, users have access to physical records alongside electronics records through a simple desktop interface, giving administrators the confidence that it’s being controlled properly. By partnering with FileTrail, we’re able to help organizations create an integrated SharePoint-based ECRM solution that encompasses email, electronic and physical records management.

SPRM: What are you doing with GimmalSoft?

Barry: We recently announced our partnership with GimmalSoft to provide the email management component of their GimmalSoft Compliance Suite. This partnership enables GimmalSoft to offer Colligo’s email management software as part of their innovative SharePoint 2010-based records management solution, targeted at both the federal government and commercial customers requiring a DoD 5015.2 compliant platform. To meet DoD 5015.2 certification, SharePoint 2010 requires true email records management capabilities and we are very happy to be providing this important functionality as part of the GimmalSoft Compliance Suite.

SPRM: The ECRM industry is evolving so quickly, it’s often hard to keep up.  You’ve been described as a serial entrepreneur and you have a reputation for recognizing industry trends early in their development.  What is Colligo’s vision for ECRM five years down the road and how are you preparing for it now?

Barry: I think two trends are really going to drive changes in ECRM in the next five years: cloud computing and the consumerization of IT. Along with most IT suppliers, Microsoft is making a big push to the cloud with the introduction of Office 365 and other technologies. Organizations will need to deal with a hybrid IT infrastructure as the cloud is introduced alongside on-premise. The second change is the demand by users that IT support an increasing number of devices that they are bringing into the enterprise, such as smart phones and tablets. These trends pose an especially big challenge for the security of information and management of records.

There’s a third component as well, that’s not really a trend but more of a realization in the industry –  that everyone in an organization creates records. It sounds simple but when it’s combined with the trends of cloud computing and the proliferation of devices, it’s something that’s going to require a lot of innovation by companies like Colligo in terms of providing the technology solutions that will enable everyone in an organization to access enterprise content and create records: anytime, anywhere, and from any device.  The trick is to do it simply, reliably and transparently to the end user.

I think Colligo is really well positioned to tackle these issues. Colligo was the first company to demonstrate Outlook integration to Office 365 (SharePoint Online) and our mobile device strategy focuses on being able to provide organizations with the underlying technology infrastructure they’ll need to address the new devices that are coming into the enterprise, now and into the future.

SPRM:   Cool.  Thanks, Barry.  This has been really informative.  Is there someplace our readers can keep up with the work you and your team are doing?   

Barry: Our website (www.colligo.com) is the best place to find up-to-date information on Colligo and what we’re doing in the ECRM space.  In fact, we’re doing a webinar on June 2 with Ryan Duguid of Microsoft and Art Bellis of GimmalSoft titled: “Unleashing SharePoint 2010 for Records Management, Governance and Compliance.” This is going to be a great webinar and anyone interested in attending can register for it from our homepage.

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 can find the interview here.

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 Teed, Chief Technical Officer at GimmalSoft.   

This should be a good chance to pick up some quality tips from some of the folks who are on the cutting edge of SharePoint-based Enterprise Content and Records Management.  The presentation is scheduled for May 12th at 1PM EDT.  If you are interested, you can register here.  Peace, out!

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 an application platform to be around.  And you have to admire the advancements that SharePoint has made over the last decade – especially with respect to Enterprise Content and Records Management functionality. 

Couple that with SharePoint’s remarkable sales growth and its steady march toward ECRM market dominance and I think you can be comfortable with any decision you make about dropping your older, more established (and likely more expensive) legacy ECRM solution. 

I’m just saying…

We recently had an opportunity to speak with Brad Teed, Chief Technology Officer at GimmalSoft, the software product division of the Houston-based ECRM consultancy, Gimmal Group* about his company’s development of a native SharePoint 2010 records management solution that the company plans to submit for DoD 5015.2 certification testing later this year.

SPRM: Brad, thanks for speaking with us today.

Brad: My pleasure.

SPRM: DoD 5015.2 certification of any records management application is extremely difficult. In fact, it’s our experience that most vendors significantly underestimate the amount of effort required for certification. Why did GimmalSoft decide to take on DoD certification for native SharePoint 2010 records management?

Brad: It was an obvious next step in our company evolution. Gimmal Group employs some of the sharpest minds in the Enterprise Content and Records Management industry today. We also have a great foundation of expertise in SharePoint development at GimmalSoft, particularly with SharePoint 2010.

Add to that our unique relationship with the Microsoft SharePoint ECRM development team in Redmond – which goes back several years – and we felt like it was a very easy decision to make.

SPRM: But why attempt DoD certification? Why not just focus on out-of-the-box SharePoint 2010 records management functionality?

Brad: We listened to the market and our customers. They clearly expressed a need for DoD certification to validate the records management capabilities of SharePoint 2010 before they could feel comfortable managing their records repositories in a pure SharePoint environment.

This is not to suggest there isn’t a tremendous amount of excellent records management functionality in out-of-the-box SharePoint 2010, because there is. And we are leveraging most of it as we develop our solution, the GimmalSoft Compliance Suite.

But the DoD 5015.2 has really become the global benchmark for records management applications. In fact, we found that many of our customers are using SharePoint to manage the vast majority of their content, but are still maintaining expensive ECRM applications on the backend simply because those applications are DoD certified. We believe that is a costly and unnecessary burden our customers shouldn’t have to bear.

We also found our customers want the additional records management features required by the DoD Standard that aren’t included in SharePoint 2010.

SPRM: Such as?

Brad: Well, it’s actually a long list, but I’ll give you some examples off the top of my head.

The Standard requires true email records management functionality that allows for the management of emails and their attachments – both together and separately – based on their content. Just like any other record. Our customers desperately want this type of functionality and the GSCS will provide it.

Over half of our typical customer’s retention and disposition schedules are event-based, meaning some event must occur to trigger the start of a record’s retention period. SharePoint 2010 provides some basic capabilities to handle event-based retention, but this functionality needed to be enhanced to meet the stringent requirements of the standard. The DoD Standard has a number of fairly complicated requirements for managing records using event-based retention. Our solution will meet those requirements and, in some cases, exceed them.

Our customers also tell us they want to be able to dispose of records in a manner that they know ensures that the records aren’t recoverable. This is particularly important to our customers in the Public sector, as well as our customers who manage a lot of Personally Identifiable Information. Unfortunately, given that SharePoint stores records in a database, this is not a simple task. The GSCS will allow for the complete, unrecoverable destruction of records at the end of their lifecycle and DoD will verify this as part of the certification testing process.

Then there’s the Vital Records Review component, something that will appeal to any organization interested in continuity of operations.

There’s the Bulk Processing feature which will allow our customers to process multiple tasks, such as records disposition, in bulk, rather than go through the tedious procedure of processing each record separately.

There’s also record transfer functionality, enhanced search features, container-based hold functionality, parallel disposition processing, access constraining columns, supplemental marking security features…I could go on?

SPRM: Ha! No thanks, I think we get the picture.

Brad: The really significant thing about all this functionality is we will wrap most of the these new features up in a single component, the File Plan Builder, that will serve as the primary user interface for the organization’s Records Management staff. Here’s what it looks like:

SPRM: Microsoft released their own DoD certified solution for MOSS 07.  How will your solution compare to the MOSS 07 Resource Kit?

Brad: The MOSS 07 Resource Kit was a nice application and it certainly enhanced the records management features that were native to MOSS 07. But we feel like there were a number of areas that made the MOSS 07 Resource Kit challenging to implement because of the design. We’re learning from the design of the MOSS 07 Resource Kit, understanding what worked, what didn’t and taking advantage of SharePoint 2010 capabilities that didn’t exist in MOSS to make the GimmalSoft Compliance Suite a better experience.

SPRM: You’re talking about the MOSS 07 Resource Kit’s all-or-nothing configuration?

Brad: For starters, yes. If your organization implemented the MOSS 07 Resource Kit, you were forced to implement every feature in it. So you would have to deploy features in your records management environment that your organization may not need or ever expect to use. This meant the Resource Kit cost much more in terms of maintenance and overhead than was necessary.

The GSCS is being designed to allow our customers to leverage the new records management features that only apply to their method of records management and leave out other features they don’t care to implement.

Don’t have a records ‘cutoff’ stage in your information lifecycle? Don’t implement it. Don’t need the added security of Supplemental Markings or Access Control Columns? Don’t use it. The GSCS will offer a tremendous amount of flexibility in how it’s implemented.

SPRM: How else will it differ from the MOSS 07 Resource Kit?

Brad: Well, frankly, the overall records management functionality will see significant improvement. And this isn’t just because GimmalSoft has made some fundamental design changes compared to the Resource Kit, it’s also due to the fact that SharePoint 2010 has made huge strides in its native records management functionality with some great new features like the Content Organizer, Managed Metadata and the service oriented architecture. The GSCS will take full advantage of all of this new technology.

The biggest challenge of the MOSS 07 Resource Kit was it lacked a supported set of functionality. Once you implemented it, you were on your own. We believe this prevented adoption in most organizations and agencies. GimmalSoft will provide full support for the GSCS, so our customers can feel complete confidence in deploying it.

SPRM: Terrific. When do you expect to test for DoD certification?

Brad: We are currently on track to complete certification testing during the second quarter of this year.

SPRM: Great, please keep us posted on your progress.

Brad: We will. In the meantime, your readers can see a prerelease demonstration of the GimmalSoft Compliance Suite at the AIIM Info360 Conference and Expo in Washington, DC later this month. Check out the GimmalSoft website for details.

[*Full Disclosure: As I've mentioned a number of times throughout this blog, I work for the Gimmal Group. While I always strive to maintain the independence of this blog, I am convinced that my readers will benefit from the information disclosed here. I will continue to occasionally report on the GimmalSoft Compliance Suite, but I will not provide a review of the product, for obvious reasons. - Don]

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