Going Green with SharePoint 2010 – Enterprise Content Management<br />Presented By<br />Peter Ward- SharePoint Solution Ar...
Agenda<br />What SharePoint is?<br />Terminology<br />Document Management<br />Record Management<br />Content Management<b...
Scanning content</li></li></ul><li>Before We Begin<br />Thank You<br />Q&A – We will have time at the end of the presentat...
What is SharePoint?<br />SharePoint is a web-based collaboration and document management platform from Microsoft <br />Bui...
Terminology- Document Management<br />Minor versions<br />Major versions<br />Automatic<br />Title<br />File name<br />Dat...
Author
Full control</li></ul>Out of box<br />Approval<br />Sign Off<br />Expiration Policies<br />Libraries<br />Lists<br />eDisc...
Terminology- Record Management<br />Record Management<br />The practice of maintaining the records of an organization from...
Storing
Destroying
Archival preservation</li></li></ul><li>Terminology-Content Management<br />What is it?<br />How is SharePoint involved?<b...
Demo<br />Document ID Service (GUID), search content no matter where it resides in your infrastructure. <br />Document Set...
Dave Tobias, Regional Sales Manager<br />Jason Burian, Sr. Systems Engineer<br />Going Green with SharePoint 2010 - Enterp...
Globally over 2 million licensed users<br />First vendor to adopt SharePoint since 2003SharePoint Imaging since 2003First ...
Retail<br />Finance<br />Government<br />
HealthCare<br />Education<br />Manufacturing<br />
Tech/Utility<br />Real Estate<br />Legal<br />Transportation<br />Food Producers<br />Non-Profit<br />
Paul Revill, Director of Corporate Finance<br />March 21st2009: “I wanted to thank you for the excellent presentation of b...
KnowledgeLake Solutions & Microsoft SLG 2010 Partner of the year! <br />“<br />“Our partners leverage Microsoft technologi...
Challenge ofManaging Paper Documents<br />Challenge ofManaging Electronic Documents<br />Leverage Your Investment in Share...
Microsoft’s ECM Philosophy The Three “E”s<br />Everyone in the organization has access to and benefits from features<br />...
Use Technology to Solve Problems<br />What are the problems?<br />Capture.  Process.  Search.  View.<br />
Today’s Challenges: Handling Paper<br />$20 in Labor<br />to file a paper document*<br />$120 in Labor<br />to find a misf...
Office floor space cost
Security of paper assets
Audit prep and execution
Dispersed workforce
Copy, fax, and courier costs</li></ul>* PricewaterhouseCoopers ** Coopers & Lybrand <br />
A Good Starting Point: Focus on Paper Content<br />Fax Paper /Phone Costs<br />CopiedDocuments<br />ShippingCourier Costs<...
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Going green kl presentation

  1. 1. Going Green with SharePoint 2010 – Enterprise Content Management<br />Presented By<br />Peter Ward- SharePoint Solution Architect<br />Jason Burian - Senior Systems Engineer KnowledgeLake<br />Dave Tobias- Regional Sales Manager, NY Metro<br />
  2. 2. Agenda<br />What SharePoint is?<br />Terminology<br />Document Management<br />Record Management<br />Content Management<br /><ul><li>Demonstration for features
  3. 3. Scanning content</li></li></ul><li>Before We Begin<br />Thank You<br />Q&A – We will have time at the end of the presentation for questions<br />A copy of this presentation can be sent to you<br />This is on my blog – www.wardpeter.com<br />
  4. 4. What is SharePoint?<br />SharePoint is a web-based collaboration and document management platform from Microsoft <br />Build on top of existing MS technologies. <br />Microsoft SQL Server<br />Office 2007/2010<br />Outlook<br />Explorer browser<br />Your work bench. No more posting<br />Remember Lotus Notes? <br />This is Microsoft's offering, but user friendly<br />Intuitive interface<br />Integration with Office and Outlook<br />
  5. 5. Terminology- Document Management<br />Minor versions<br />Major versions<br />Automatic<br />Title<br />File name<br />Date<br />User defined<br />Taxonomy<br />Defined<br />Structured<br />Biz language<br />Active Directory<br />Control:<br /><ul><li>Read
  6. 6. Author
  7. 7. Full control</li></ul>Out of box<br />Approval<br />Sign Off<br />Expiration Policies<br />Libraries<br />Lists<br />eDiscovery<br />Security trimmed<br />Timely updated<br />Google experience<br />
  8. 8. Terminology- Record Management<br />Record Management<br />The practice of maintaining the records of an organization from the time they are created up to their eventual disposal.<br />User activity<br /><ul><li>Classifying
  9. 9. Storing
  10. 10. Destroying
  11. 11. Archival preservation</li></li></ul><li>Terminology-Content Management<br />What is it?<br />How is SharePoint involved?<br />Enterprise Ready<br />Easy to Use<br />Everyone Participates<br />
  12. 12. Demo<br />Document ID Service (GUID), search content no matter where it resides in your infrastructure. <br />Document Sets, which essentially provide a Bill of Materials (BOM) for your documentation.<br />Content Manager Route content automatically based on your metadata and configuration.<br />Multi-stage Retention Policies What to do when the content expires<br />
  13. 13. Dave Tobias, Regional Sales Manager<br />Jason Burian, Sr. Systems Engineer<br />Going Green with SharePoint 2010 - Enterprise Content Management <br />
  14. 14. Globally over 2 million licensed users<br />First vendor to adopt SharePoint since 2003SharePoint Imaging since 2003First Mover with SharePoint<br />KnowledgeLake is a Fujitsu Group Company<br />170,000+ employees in 70 countries<br />Annual revenue in excess of $50B<br />
  15. 15. Retail<br />Finance<br />Government<br />
  16. 16. HealthCare<br />Education<br />Manufacturing<br />
  17. 17. Tech/Utility<br />Real Estate<br />Legal<br />Transportation<br />Food Producers<br />Non-Profit<br />
  18. 18. Paul Revill, Director of Corporate Finance<br />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.”<br />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.” <br />Four Seasons Hotel <br />
  19. 19. KnowledgeLake Solutions & Microsoft SLG 2010 Partner of the year! <br />“<br />“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.”<br />Gail Thomas Flynn<br />Vice President, US State and Local Government at Microsoft<br />SLG Customers<br />Unified Government<br />USDA<br />State of Illinois<br />Transportation<br />State of Louisiana<br />Secretary of State<br />State of Kansas<br />Attorney’s General Office<br />State of Kentucky<br />Juvenile Justice <br />Cabinet for Health and Family Services<br />Department of Housing<br />State of Tennessee<br /> Department of Housing<br />State of Michigan<br /> DMV <br /> MCCA<br />State of Oklahoma<br />Department of Rehab Services<br />City of San Francisco <br />MTA<br />Housing Authority <br />Adams County<br />Department of Social Services<br />Santa Clara County<br />Enterprise Applications<br />City of Pittsburgh<br />Tax<br />St. Louis County<br />Enterprise Applications<br />Federal Intelligence Agency<br />Virginia National Guard<br />
  20. 20. Challenge ofManaging Paper Documents<br />Challenge ofManaging Electronic Documents<br />Leverage Your Investment in SharePoint<br />Challenge ofManaging Business Processes<br />
  21. 21. Microsoft’s ECM Philosophy The Three “E”s<br />Everyone in the organization has access to and benefits from features<br />Capabilities can be adjusted – everyone sees as much as they need<br />EveryoneParticipates<br />Easy for IW: Supreme user acceptance & supreme adoptability<br />Easy for IT: Great OOB, fast to deploy & easy to manage<br />Easyto Use<br />Consistently high performance at scale<br />Feature depth, customizability and extensibility<br />EnterpriseReady<br />
  22. 22. Use Technology to Solve Problems<br />What are the problems?<br />Capture. Process. Search. View.<br />
  23. 23. Today’s Challenges: Handling Paper<br />$20 in Labor<br />to file a paper document*<br />$120 in Labor<br />to find a misfiled paper document*<br />$220 in Labor<br />There are over4 trillionpaper documentsin the U.S. alone,growing at a rateof 22% per year**<br />to reproduce a lost document*<br />An averagepaper documentgets copied19 times**<br />Compelling Factors<br /><ul><li>Offsite storage of paper
  24. 24. Office floor space cost
  25. 25. Security of paper assets
  26. 26. Audit prep and execution
  27. 27. Dispersed workforce
  28. 28. Copy, fax, and courier costs</li></ul>* PricewaterhouseCoopers ** Coopers & Lybrand <br />
  29. 29. A Good Starting Point: Focus on Paper Content<br />Fax Paper /Phone Costs<br />CopiedDocuments<br />ShippingCourier Costs<br />Consumables<br />Handlingof Paper<br />OffsiteStorage<br />File Cabinets<br />Processes<br />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<br />
  30. 30. Risks<br />DisasterRecovery<br />Lost or MisfiledDocuments<br />Compliance<br />CustomerService<br />Audits and Litigation<br />EmployeeKnowledge<br />
  31. 31. Worlds Largest (Worst) Repositories<br />E:/OnMyHardDrive/NotInSharePoint/GrowingEveryDay/ WhenILeaveYouWillNotFindWhatYouNeedInThisMess/ SomeOfTheInformationRelatesToContractsWorthBig$$ToOurCompany<br />
  32. 32. Worlds Largest (Worst) Repositories<br />Email Inbox - Outlook<br />Email Distribution Lists<br />File Cabinets<br />
  33. 33. Paper<br />Electronic Files<br />Emails<br />SharePoint + KnowledgeLake Imaging<br />
  34. 34. Enterprise Content Managementand SharePoint<br />
  35. 35. State of the ECM Market<br />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.<br />- Gartner, September 2007<br />FileNet<br />Workplace<br />IBM CM<br />SharePoint<br />Stellent<br />Optika<br />Oracle<br />“It seems like all organizations using Microsoft products will overthe next few years implement SharePoint in some fashion”<br />AIIM – January 2010<br />What is on the desktop?<br />
  36. 36. Magic Quadrant for Enterprise Content Management<br />IBM<br />challengers<br />leaders<br />Microsoft<br />Oracle<br />Open Text<br />Alfresco<br />SpringCM<br />Systemware<br />Objective<br />Xerox<br />Fabasoft<br />Adobe<br />Ever Team<br />Autonomy<br />Perceptive Software<br />Hyland Software<br />EMC<br />Gartner®<br />Ability to Execute<br />as published in<br />November, 2010<br />LaserFiche<br />Xythos<br />Newgen<br />Saperion<br />SunGard<br />Siav<br />visionaries<br />niche players<br />Completeness of Vision<br />
  37. 37. Magic Quadrant for Enterprise Content Management<br />challengers<br />leaders<br />IBM<br />Microsoft<br />Oracle<br />EMC<br />Open Text<br />Autonomy<br />Day Software<br />Alfresco<br />SpringCM<br />HP<br />Perceptive <br />SAP<br />Fabasoft<br />Systemware<br />Ever Team<br />Objective<br />Xerox<br />Gartner®<br />Ability to Execute<br />as published on<br />October 15th, 2009<br />LaserFiche<br />Saperion<br />Xythos<br />SunGard<br />Siav<br />Newgen<br />Hyland Software<br />visionaries<br />niche players<br />Completeness of Vision<br />
  38. 38. Magic Quadrant for Information Access Technology Search & Index<br />challengers<br />leaders<br />Autonomy<br />IBM<br />Microsoft<br />Endeca<br />Kazeon<br />Fabasoft-Mindbreeze<br />Vivisimo<br />Expert System<br />Recommind<br />Oracle<br />Google<br />ZyLab<br />Gartner®<br />Ability to Execute<br />as published on<br />September 15th, 2009<br />Isys Search Software<br />Sinequa<br />Exalead<br />visionaries<br />niche players<br />Completeness of Vision<br />
  39. 39. Reduce Redundant Solution Costs<br />Collaboration<br />Portal<br />BusinessIntelligence<br />Business Processand Forms<br />Search<br />Enterprise ContentManagement<br />
  40. 40. Reduce Redundant Solution Costs<br />Sites<br />Communities<br />Composites<br />Connect and Empower People<br />Cut Costs with a Unified Infrastructure<br />Insights<br />Rapidly Respond to Business Needs<br />Content<br />Search<br />
  41. 41. Pella Corporation: Decrease Storage Space<br />
  42. 42. What Else is AIIM Saying About SharePoint?A Good Starting Point: Focus on Paper<br />Recent AIIM surveys have indicated adoption rates of over 65% across multiple geographical regions and different verticals<br />In many ways, "SharePoint" has become somewhat of a noun in the ECM space (like "Kleenex" for tissues)<br />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<br />SharePoint Web Front Servers<br />
  43. 43. KnowledgeLake Solution Overview<br />
  44. 44. KnowledgeLake<br />Imaging for SharePoint<br />KnowledgeLake<br />Capture<br />KnowledgeLakeConnect<br />KnowledgeLakeCapture Server<br />Web-Based Capture<br />Internet / WAN<br />Full Text PDF Creation<br />Remote & External Users<br />Users<br />Web-Based Indexing<br />Multi-Function Device<br />Fax Server<br />Web-Based Monitor<br />KnowledgeLakeSolution Suite<br />
  45. 45. Scan paper documents and send to SharePoint<br />File from applications w/o opening SharePoint<br />KnowledgeLakeConnect<br />KnowledgeLakeCapture<br />Save & Index Email<br />Batch Scanning <br />SharePoint Aware<br />Save & Index any Document<br />TWAIN or ISIS Scanners<br />PDF, TIF & XPS creation<br />Auto Index- KLImaging <br />OCR (full text & zonal)<br />Barcodes & Patch codes<br />Managed by SharePoint <br />Scalable SP Release<br />Auto Index-KL Imaging<br />Client<br />Client<br />KnowledgeLake<br />Imaging for SharePoint<br />Remote capture from branches<br />KnowledgeLake<br />Branch Capture Server<br />Search Index & Scope<br />Throttle & Schedule<br />Auto Index - DB Lookup <br />Cache<br />Collaboration<br />Import<br />Search Results Export<br />Client<br />Web Management<br />Viewer - TIF, PDF, JPG<br />Content Doc Mgmt<br />Content Document Mgmt<br />Viewer Annotations<br />KnowledgeLake<br />Capture Server<br />Portal<br />Workflow Integration<br />Batch Management<br />MFD/Fax Integration<br />Workflow<br />Print from Server<br />Web Capture & Indexing<br />OCR (full text)<br />Business Intelligence<br />DocClass for Auto Filing<br />Folder Monitoring<br />CSV & XML Import<br />Server<br />Server<br />
  46. 46. Legacy Imaging Systems Migrations to SharePoint<br />Brokerage Firm<br />Westbrook Conversion 40 million images<br />Health Insurance<br />FileNet Imaging Conversion<br />University<br />Stellent Conversion<br />Manufacturing<br />Documentum Conversion<br />Distributor<br />Optika Conversion<br />Human Resources<br />FileNet Imaging and COLD Conversion<br />Oil & Gas<br />FileNet Conversion<br />
  47. 47. <ul><li>Ease of Use
  48. 48. Consistent Look & Feel
  49. 49. Increased User Adoption
  50. 50. Industry Compliances
  51. 51. Leveraging SharePoint as a Repository
  52. 52. Works with SharePoint 2007 or 2010
  53. 53. Integrated into SharePoint
  54. 54. Business Process Workflow & Automation</li></ul>Usability<br />SharePoint<br />Solution<br />Solution<br />Cost<br />Savings<br /><ul><li>Leveraging Existing Technology Investment
  55. 55. Fast User Adoption (low training costs)
  56. 56. Quick ROI
  57. 57. Low Cost of Ownership
  58. 58. No Volume or Click Charges
  59. 59. Modular Deployment</li></ul>Total Cost of OwnershipJustifying a KnowledgeLake/SharePoint Solution<br />
  60. 60. Midwest Operating Engineers IT Services <br />
  61. 61. Midwest Operating Engineers - ROI<br />“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.”<br />Ron Borden - Executive Director of IT<br />MOEITS Technology Services (Local 150)<br />
  62. 62. Corporate Training Group, Inc.<br />Presented by<br />Rob Eyerkuss –Senior Account Executive<br />
  63. 63. About Corporate Training Group, Inc.<br />c t g t r a i n i n g . c o m<br />42<br /><ul><li>A Microsoft Gold Certified Partner for Learning Solutions and Information Worker (CPLS)
  64. 64. Satisfying Our Customers since 1991
  65. 65. Certified Women-Owned Business Enterprise
  66. 66. Small Business Enterprise
  67. 67. Women Business Enterprise National Certification
  68. 68. Highest Student rating for quality and customer service in NY/NJ Metro area</li></li></ul><li>c t g t r a i n i n g . c o m<br />43<br />CTG’s Capabilities – A Closer Look<br />Professional Development Training<br />Project Management/ITIL<br />Team Leadership<br />Management Philosophy<br />Presentation Skills<br />Consulting<br />E-Learning creation<br />Curriculum and Quick Reference Card development for Proprietary applications<br />Customized Templates and Macros<br />Technical Training(Microsoft Gold Certified Partner)<br />Microsoft Windows/Active Directory<br />SQL Server<br />.NET Development<br />Exchange Server<br />SharePoint Technologies<br />Desktop Application Training<br />Microsoft Office System<br />Adobe<br />Macromedia<br />Lotus<br />Crystal Reports<br />
  69. 69. Our Expertise<br />c t g t r a i n i n g . c o m<br />44<br />
  70. 70. Customized Training<br />c t g t r a i n i n g . c o m<br />45<br />We can customize any Microsoft Official Curriculum class based on a client’s technology needs, job roles, and budgets.<br />CTG writes all of our Information Worker courses so they can be customized to meet the needs of any client.<br />CTG can develop curriculum and e-learning for any proprietary application.<br />
  71. 71. Iselin, NJ<br />Princeton, NJ<br />New York, NY<br />Visit our website: ctgtraining.com<br />Course outlines, schedules, service descriptions<br />E-mail us: info@ctgtraining.com<br />Call us: (732) 635-9033<br />c t g t r a i n i n g . c o m<br />46<br />Our Locations<br />
  72. 72. About NexTec Group<br />NexTec is a Business Solutions Consulting Company<br />Implementer of ERP and CRM systems<br />New York, Los Angeles, Houston, Cleveland, & Seattle<br />Professional Staff of over 70 full time employees<br />MBA, CPA, MCSE, MCP<br />90% have Accounting, Consulting, or Computer Science Backgrounds<br />Support Over 500 Customers Nationwide, Across all Industries<br />
  73. 73. Questions?<br />Blog: www.wardpeter.com<br />Be part of the experience<br />

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