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    Going green kl presentation Going green kl presentation Presentation Transcript

    • Going Green with SharePoint 2010 – Enterprise Content Management
      Presented By
      Peter Ward- SharePoint Solution Architect
      Jason Burian - Senior Systems Engineer KnowledgeLake
      Dave Tobias- Regional Sales Manager, NY Metro
    • Agenda
      What SharePoint is?
      Terminology
      Document Management
      Record Management
      Content Management
      • Demonstration for features
      • Scanning content
    • Before We Begin
      Thank You
      Q&A – We will have time at the end of the presentation for questions
      A copy of this presentation can be sent to you
      This is on my blog – www.wardpeter.com
    • What is SharePoint?
      SharePoint is a web-based collaboration and document management platform from Microsoft
      Build on top of existing MS technologies.
      Microsoft SQL Server
      Office 2007/2010
      Outlook
      Explorer browser
      Your work bench. No more posting
      Remember Lotus Notes?
      This is Microsoft's offering, but user friendly
      Intuitive interface
      Integration with Office and Outlook
    • Terminology- Document Management
      Minor versions
      Major versions
      Automatic
      Title
      File name
      Date
      User defined
      Taxonomy
      Defined
      Structured
      Biz language
      Active Directory
      Control:
      • Read
      • Author
      • Full control
      Out of box
      Approval
      Sign Off
      Expiration Policies
      Libraries
      Lists
      eDiscovery
      Security trimmed
      Timely updated
      Google experience
    • Terminology- Record Management
      Record Management
      The practice of maintaining the records of an organization from the time they are created up to their eventual disposal.
      User activity
      • Classifying
      • Storing
      • Destroying
      • Archival preservation
    • Terminology-Content Management
      What is it?
      How is SharePoint involved?
      Enterprise Ready
      Easy to Use
      Everyone Participates
    • Demo
      Document ID Service (GUID), search content no matter where it resides in your infrastructure.
      Document Sets, which essentially provide a Bill of Materials (BOM) for your documentation.
      Content Manager Route content automatically based on your metadata and configuration.
      Multi-stage Retention Policies What to do when the content expires
    • Dave Tobias, Regional Sales Manager
      Jason Burian, Sr. Systems Engineer
      Going Green with SharePoint 2010 - Enterprise Content Management
    • Globally over 2 million licensed users
      First vendor to adopt SharePoint since 2003SharePoint Imaging since 2003First Mover with SharePoint
      KnowledgeLake is a Fujitsu Group Company
      170,000+ employees in 70 countries
      Annual revenue in excess of $50B
    • Retail
      Finance
      Government
    • HealthCare
      Education
      Manufacturing
    • Tech/Utility
      Real Estate
      Legal
      Transportation
      Food Producers
      Non-Profit
    • Paul Revill, Director of Corporate Finance
      March 21st2009: “I wanted to thank you for the excellent presentation of both your ROI program and proposal.  The ROI analysis completed exceeded my expectations and will make my job much easier as I approach my VP and eventually CFO to talk over cost and implementation strategy of Knowledge Lake's solution.  The detail provided in your ROI package based on the input provided will greatly assist in moving this project forward and in my opinion, was terrific.”
      July 27st2010: “The whole KL experience has definitely exceeded my expectations from the initial sale to the install.  Our IT guru went down to the administrator training and was thoroughly impressed. You guys are very organized and knowledgeable throughout the process.”
      Four Seasons Hotel
    • KnowledgeLake Solutions & Microsoft SLG 2010 Partner of the year!

      “Our partners leverage Microsoft technologies to address the most pressing challenges facing state and local government customers. KnowledgeLake’s implementation shows what can be accomplished when great technology is combined with government expertise.”
      Gail Thomas Flynn
      Vice President, US State and Local Government at Microsoft
      SLG Customers
      Unified Government
      USDA
      State of Illinois
      Transportation
      State of Louisiana
      Secretary of State
      State of Kansas
      Attorney’s General Office
      State of Kentucky
      Juvenile Justice
      Cabinet for Health and Family Services
      Department of Housing
      State of Tennessee
      Department of Housing
      State of Michigan
      DMV
      MCCA
      State of Oklahoma
      Department of Rehab Services
      City of San Francisco
      MTA
      Housing Authority
      Adams County
      Department of Social Services
      Santa Clara County
      Enterprise Applications
      City of Pittsburgh
      Tax
      St. Louis County
      Enterprise Applications
      Federal Intelligence Agency
      Virginia National Guard
    • Challenge ofManaging Paper Documents
      Challenge ofManaging Electronic Documents
      Leverage Your Investment in SharePoint
      Challenge ofManaging Business Processes
    • Microsoft’s ECM Philosophy The Three “E”s
      Everyone in the organization has access to and benefits from features
      Capabilities can be adjusted – everyone sees as much as they need
      EveryoneParticipates
      Easy for IW: Supreme user acceptance & supreme adoptability
      Easy for IT: Great OOB, fast to deploy & easy to manage
      Easyto Use
      Consistently high performance at scale
      Feature depth, customizability and extensibility
      EnterpriseReady
    • Use Technology to Solve Problems
      What are the problems?
      Capture. Process. Search. View.
    • Today’s Challenges: Handling Paper
      $20 in Labor
      to file a paper document*
      $120 in Labor
      to find a misfiled paper document*
      $220 in Labor
      There are over4 trillionpaper documentsin the U.S. alone,growing at a rateof 22% per year**
      to reproduce a lost document*
      An averagepaper documentgets copied19 times**
      Compelling Factors
      • Offsite storage of paper
      • Office floor space cost
      • Security of paper assets
      • Audit prep and execution
      • Dispersed workforce
      • Copy, fax, and courier costs
      * PricewaterhouseCoopers ** Coopers & Lybrand
    • A Good Starting Point: Focus on Paper Content
      Fax Paper /Phone Costs
      CopiedDocuments
      ShippingCourier Costs
      Consumables
      Handlingof Paper
      OffsiteStorage
      File Cabinets
      Processes
      With the average cost of each wasted page being about six cents, a companywith 500 employees could be spending $42,000 per year on wasted prints
    • Risks
      DisasterRecovery
      Lost or MisfiledDocuments
      Compliance
      CustomerService
      Audits and Litigation
      EmployeeKnowledge
    • Worlds Largest (Worst) Repositories
      E:/OnMyHardDrive/NotInSharePoint/GrowingEveryDay/ WhenILeaveYouWillNotFindWhatYouNeedInThisMess/ SomeOfTheInformationRelatesToContractsWorthBig$$ToOurCompany
    • Worlds Largest (Worst) Repositories
      Email Inbox - Outlook
      Email Distribution Lists
      File Cabinets
    • Paper
      Electronic Files
      Emails
      SharePoint + KnowledgeLake Imaging
    • Enterprise Content Managementand SharePoint
    • State of the ECM Market
      The increased focus of infrastructure vendors, especially Microsoft, on content managementhas led to consolidation in the ECM market, where only three or four significant vendors areleftfor consideration for enterprise-wide deployments.
      - Gartner, September 2007
      FileNet
      Workplace
      IBM CM
      SharePoint
      Stellent
      Optika
      Oracle
      “It seems like all organizations using Microsoft products will overthe next few years implement SharePoint in some fashion”
      AIIM – January 2010
      What is on the desktop?
    • Magic Quadrant for Enterprise Content Management
      IBM
      challengers
      leaders
      Microsoft
      Oracle
      Open Text
      Alfresco
      SpringCM
      Systemware
      Objective
      Xerox
      Fabasoft
      Adobe
      Ever Team
      Autonomy
      Perceptive Software
      Hyland Software
      EMC
      Gartner®
      Ability to Execute
      as published in
      November, 2010
      LaserFiche
      Xythos
      Newgen
      Saperion
      SunGard
      Siav
      visionaries
      niche players
      Completeness of Vision
    • Magic Quadrant for Enterprise Content Management
      challengers
      leaders
      IBM
      Microsoft
      Oracle
      EMC
      Open Text
      Autonomy
      Day Software
      Alfresco
      SpringCM
      HP
      Perceptive
      SAP
      Fabasoft
      Systemware
      Ever Team
      Objective
      Xerox
      Gartner®
      Ability to Execute
      as published on
      October 15th, 2009
      LaserFiche
      Saperion
      Xythos
      SunGard
      Siav
      Newgen
      Hyland Software
      visionaries
      niche players
      Completeness of Vision
    • Magic Quadrant for Information Access Technology Search & Index
      challengers
      leaders
      Autonomy
      IBM
      Microsoft
      Endeca
      Kazeon
      Fabasoft-Mindbreeze
      Vivisimo
      Expert System
      Recommind
      Oracle
      Google
      ZyLab
      Gartner®
      Ability to Execute
      as published on
      September 15th, 2009
      Isys Search Software
      Sinequa
      Exalead
      visionaries
      niche players
      Completeness of Vision
    • Reduce Redundant Solution Costs
      Collaboration
      Portal
      BusinessIntelligence
      Business Processand Forms
      Search
      Enterprise ContentManagement
    • Reduce Redundant Solution Costs
      Sites
      Communities
      Composites
      Connect and Empower People
      Cut Costs with a Unified Infrastructure
      Insights
      Rapidly Respond to Business Needs
      Content
      Search
    • Pella Corporation: Decrease Storage Space
    • What Else is AIIM Saying About SharePoint?A Good Starting Point: Focus on Paper
      Recent AIIM surveys have indicated adoption rates of over 65% across multiple geographical regions and different verticals
      In many ways, "SharePoint" has become somewhat of a noun in the ECM space (like "Kleenex" for tissues)
      The New York Times recently ran an article about the wave of SharePoint implementations that are sweeping across corporate America; Most articles about Microsoft Office SharePoint Services (MOSS) point out that its $1 billion in first year sales make it one of the most successful software launches in history; Including 130 million SharePoint licenses out there and growing
      SharePoint Web Front Servers
    • KnowledgeLake Solution Overview
    • KnowledgeLake
      Imaging for SharePoint
      KnowledgeLake
      Capture
      KnowledgeLakeConnect
      KnowledgeLakeCapture Server
      Web-Based Capture
      Internet / WAN
      Full Text PDF Creation
      Remote & External Users
      Users
      Web-Based Indexing
      Multi-Function Device
      Fax Server
      Web-Based Monitor
      KnowledgeLakeSolution Suite
    • Scan paper documents and send to SharePoint
      File from applications w/o opening SharePoint
      KnowledgeLakeConnect
      KnowledgeLakeCapture
      Save & Index Email
      Batch Scanning
      SharePoint Aware
      Save & Index any Document
      TWAIN or ISIS Scanners
      PDF, TIF & XPS creation
      Auto Index- KLImaging
      OCR (full text & zonal)
      Barcodes & Patch codes
      Managed by SharePoint
      Scalable SP Release
      Auto Index-KL Imaging
      Client
      Client
      KnowledgeLake
      Imaging for SharePoint
      Remote capture from branches
      KnowledgeLake
      Branch Capture Server
      Search Index & Scope
      Throttle & Schedule
      Auto Index - DB Lookup
      Cache
      Collaboration
      Import
      Search Results Export
      Client
      Web Management
      Viewer - TIF, PDF, JPG
      Content Doc Mgmt
      Content Document Mgmt
      Viewer Annotations
      KnowledgeLake
      Capture Server
      Portal
      Workflow Integration
      Batch Management
      MFD/Fax Integration
      Workflow
      Print from Server
      Web Capture & Indexing
      OCR (full text)
      Business Intelligence
      DocClass for Auto Filing
      Folder Monitoring
      CSV & XML Import
      Server
      Server
    • Legacy Imaging Systems Migrations to SharePoint
      Brokerage Firm
      Westbrook Conversion 40 million images
      Health Insurance
      FileNet Imaging Conversion
      University
      Stellent Conversion
      Manufacturing
      Documentum Conversion
      Distributor
      Optika Conversion
      Human Resources
      FileNet Imaging and COLD Conversion
      Oil & Gas
      FileNet Conversion
      • Ease of Use
      • Consistent Look & Feel
      • Increased User Adoption
      • Industry Compliances
      • Leveraging SharePoint as a Repository
      • Works with SharePoint 2007 or 2010
      • Integrated into SharePoint
      • Business Process Workflow & Automation
      Usability
      SharePoint
      Solution
      Solution
      Cost
      Savings
      • Leveraging Existing Technology Investment
      • Fast User Adoption (low training costs)
      • Quick ROI
      • Low Cost of Ownership
      • No Volume or Click Charges
      • Modular Deployment
      Total Cost of OwnershipJustifying a KnowledgeLake/SharePoint Solution
    • Midwest Operating Engineers IT Services
    • Midwest Operating Engineers - ROI
      “By using KnowledgeLake and Microsoft SharePoint, Midwest Operating Engineers (Local 150) have gained sufficient savings in many operational functions. We achieved our original payback projection of less than 5 months and today we have found many other savings that have improved our business processes. With the ease of use with KnowledgeLake’s products, we have substantially increased our user adoption. Based on the results we have accomplished, we are now more efficient and productive in many of our operations.”
      Ron Borden - Executive Director of IT
      MOEITS Technology Services (Local 150)
    • Corporate Training Group, Inc.
      Presented by
      Rob Eyerkuss –Senior Account Executive
    • About Corporate Training Group, Inc.
      c t g t r a i n i n g . c o m
      42
      • A Microsoft Gold Certified Partner for Learning Solutions and Information Worker (CPLS)
      • Satisfying Our Customers since 1991
      • Certified Women-Owned Business Enterprise
      • Small Business Enterprise
      • Women Business Enterprise National Certification
      • Highest Student rating for quality and customer service in NY/NJ Metro area
    • c t g t r a i n i n g . c o m
      43
      CTG’s Capabilities – A Closer Look
      Professional Development Training
      Project Management/ITIL
      Team Leadership
      Management Philosophy
      Presentation Skills
      Consulting
      E-Learning creation
      Curriculum and Quick Reference Card development for Proprietary applications
      Customized Templates and Macros
      Technical Training(Microsoft Gold Certified Partner)
      Microsoft Windows/Active Directory
      SQL Server
      .NET Development
      Exchange Server
      SharePoint Technologies
      Desktop Application Training
      Microsoft Office System
      Adobe
      Macromedia
      Lotus
      Crystal Reports
    • Our Expertise
      c t g t r a i n i n g . c o m
      44
    • Customized Training
      c t g t r a i n i n g . c o m
      45
      We can customize any Microsoft Official Curriculum class based on a client’s technology needs, job roles, and budgets.
      CTG writes all of our Information Worker courses so they can be customized to meet the needs of any client.
      CTG can develop curriculum and e-learning for any proprietary application.
    • Iselin, NJ
      Princeton, NJ
      New York, NY
      Visit our website: ctgtraining.com
      Course outlines, schedules, service descriptions
      E-mail us: info@ctgtraining.com
      Call us: (732) 635-9033
      c t g t r a i n i n g . c o m
      46
      Our Locations
    • About NexTec Group
      NexTec is a Business Solutions Consulting Company
      Implementer of ERP and CRM systems
      New York, Los Angeles, Houston, Cleveland, & Seattle
      Professional Staff of over 70 full time employees
      MBA, CPA, MCSE, MCP
      90% have Accounting, Consulting, or Computer Science Backgrounds
      Support Over 500 Customers Nationwide, Across all Industries
    • Questions?
      Blog: www.wardpeter.com
      Be part of the experience