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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