Index :

2. Index: • Fear Busters • Integrated Management Systems • Compliance Matrix • ISO 9001 as Foundation • Planning & Deliverables • Tips & Questions

3. Fear Busters: Little Book of Scary Words

4. Fear Buster 1: ISO Examples of Standards Institutes & Organizations ANSI - American National Standards Institute API - American Petroleum Institute ASHRAE - American Society of Heating, Refrigerating and Air-Conditioning Engineers ASME - American Society of Mechanical Engineers ASPE - American Society of Plumbing Engineers ASTM - Sections and Volumes ASTM International BSi - British Standards institute CEN - The European Committee for Standardization DIN - Deutsches Institut für Normung ETSI European Telecommunications Standards Institute ISO - International Organization for Standardization JIS - Japanese Industrial Standards NACE International NEMA - National Electrical Manufacturers Association NFPA - National Fire Protection Association NIST - National Institute of Standards and Technology South African Bureau of Standards (SABS) SMACNA - Sheet Metal and Air Conditioning Contractors National Association Transnational and Continental Standards Organizations • "ISO", derived from the Greek isos, meaning "equal". • It’s a network of the national standards. • A standard is a any norm, convention or requirement. BUSTED

5. Fear Buster 2: Information Management • Collection and management of information from one or more sources and the distribution of that information to one or more audiences. BUSTED

6. Fear Buster 3: Management Systems • A management system is the framework of processes and procedures used to ensure that an organization can fulfil all tasks required. • Includes accountability and a schedule for activities, as well as auditing tools to implement corrective actions, leading to continuous improvements. BUSTED

7. Fear Buster 4: Taxonomy • Taxonomy is the science of identifying and naming species, and arranging them into a classification. • In SharePoint it allows you to control how information is defined, searched, found and reported. BUSTED

8. Fear Buster 5: Governance • Governance relates to decisions that define expectations, grant power, or verify performance. • It consists of either a separate process or part of management or leadership processes. These processes and systems are typically administered by a government. BUSTED

9. Fear Buster 6: Integrated Management System • An integrated management system (IMS) combines all related components of a business into one system for easier management and operations. • Quality (QMS), Environmental (EMS), and Safety (OHSMS) management systems are often combined and managed as an IMS. BUSTED

10. Integrated Management Systems: Information Management Management Systems +SharePoint ISO Governance Taxonomy

11. Compliance Matrix: • x

12. ISO 9001 as foundation: • Quality Standard • Systemic orientation • Applies to all business types & size • Used to control and improve thequality of your products and services

13. Where do we go wrong? • Pervasive approach - WRONG • Defines a goal • Straight a tactical line to get there • Ignore or run-over any intervening or obstructing variables • Systemic thinking - CORRECT • Looks at human systems holistically • Understands change and impact within a system

14. ISO 9001 reading matter: • More about: http://www.praxiom.com/iso-9001.htm • Definitions: • http://www.praxiom.com/iso-definition.htm • Guidelines: • http://www.praxiom.com/iso-9004.htm • ISO 9001 process-based QMS development plan http://www.praxiom.com/plan-toc.htm

15. Planning: • Determine which standards applies to your company • Use ISO 9001 as a foundation for your new management system • Determine Taxonomy & Governance (according to process & company’s organizational structure)

16. Planning - System deliverables: • Develop • Document • Implement • Maintain • Monitor • Measure • Analyse • Control • Improve

17. Deliverables 1, 2 & 3: • Develop & document: • Manual Process • Implement: • Determine Metadata / lists > site columns • Create Document Libraries • Write views to support different access • Upload controlled company documents • (Policies, Procedures, Forms & Templates, Work Instructions etc.)

18. Deliverables 4 & 5: • Maintain: • Assign responsibilities – metadata • Permissions – read / contribution • Version control • Monitor: • Alerts • Views / reports – aging & usage • Archiving

19. Deliverables 6 & 7: • Measure & Analyse: • BI tools - Microsoft Excel and PowerPivot Add-in, Excel Services, PerformancePoint Services, Visio Services, and Reporting Services and Report Builder.

20. Deliverables 8 & 9: • Control: • Permissions, alerts, version control, unique document numbering • Content approval / workflows • Improve: • Usage reports & review of system, surveys & feedback

21. Tips? • Fit everything into processes • If it doesn’t fit into a process – it doesn’t belong in a management system (MySites?) • Build consolidated libraries as far as possible

22. Tips? • Use metadata to separate views & disciplines where necessary • Use defined processes as GUI’s • Make it fun and interesting

23. Tips – metadata:

24. Tips - Metadata as matrices:

26. Output > Automatic Reporting / Dashboards / Graphical User Interfaces } } Input > utilizing the system to it’s full potential } Infrastructure > Good server Strong foundation DRP / Backups

28. Questions? ?

29. Tracy van der Schyff TheGuidStuff www.theguidstuff.co.za 082 552 5022 TheGuidStuff@me.com Or Tracy@theguidstuff.co.za @tracyvds Tracyvanderschyff. wordpress.com