Do it yourself
Implementing MetaShare is easy. In practice, implementing MetaShare means going from a folder structure to a metadata structure and that documents are tagged with metadata instead of being saved in different folders.
It may sound difficult, but it’s quick and easy. The time from project start to when you can start working in MetaShare is usually 1 to 3 weeks.
1. Choice of workspaces
2. Choice of structure
Each workspace then needs a structure. This is based on the organization’s choice of metadata fields / tags, which filters the documents should be marked with, which columns should be displayed, etc. MetaShare is configured based on these choices. Then the creation of workspaces takes place.
3. Moving documents
It’s easy to move documents from a file server or from SharePoint sites to one or more document workspaces in MetaShare. First you mark which documents are to be migrated, then a gradual transfer takes place.
4. Training
A MetaShare user training is recommended to carry out, prior to rolling out MetaShare within your organization.
Common needs when implementing MetaShare
Migration
Migrating documents to SharePoint improves work and content quality, but requires careful planning, preparation and follow-up.
A smooth document migration to SharePoint requires the use of a migration tool. An essential aspect is to ensure that all document properties such as creator, modification date and creation date are preserved.
Our expertise and migration tools can help you do this smoothly. Contact us to learn more about how we can support your document migration to SharePoint.
Integrations
MetaShare can be integrated in several ways. The integration is performed through standard methods and APIs from Microsoft to accomplish different types of integrations
- Metadata integration
- CRM system or business system
- Automation of processes
- Intranet integration
- etc.
If you need or want more information, contact Ways, the company behind MetaShare.