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Paperless Office Upload

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RMS
Sharepoint
paperless

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  • Transcript

    • 1.
      • Presented By: Peter Ward
      • June 12th, 2008
      Collaboration User Acceptance Workflow Design Automation Processes Electronic Signature Timesheets Encryption
    • 2.
      • Thank you for attending this web X
      • The conference call dial in will be put on mute for the presentation
      • Q&A – We will have time at the end of the presentation for questions
      • A copy of the presentation is on my blog: www.wardpeter.com
    • 3.
      • The true costs of paper- The paper chase Document automation- scanning documents
      • Life cycle record management
      • Workflow, electronic signatures, protecting the document
      • On line forms
      • Time sheets
      • Document Encryption- Rights Information Management
      • Session Review
    • 4. The true costs of paper- The paper chase
      • Lost productivity and competitiveness
      • Time wasted searching for relevant content , data and people
      • Number of sources exploding- fax, other co workers
      • Privacy concerns with print outs on printer, desk
      • Impacts non busy time- expense forms, on boarding processes.
      • Slow responsiveness to business and user needs
      • Retrieved information accumulates on people’s desks
      • Disjoined information on different people’s desks
      • Out-of-date information
      • Information and knowledge is kept in silos
      • Inefficiencies and lost productivity caused by asynchronous and out-of-context communication
      • In short unproductive and there must be a better way of doing things
    • 5.
      • Key Technologies
        • SharePoint
        • Workflow
        • Fax
        • Scanning
      • Functions
        • Order processing
        • Expense forms
    • 6.
      • Department
      • Expense Claims
      • Vacation Request
      • Monthly Report
      • News Release
      • Hiring Request (Web)
      • Interview Process
      • Hiring/Intake Process
      • “ On-Exit” Process
      • Helpdesk Process
      • Financial Planning
      • Proposal/Sales Process
      • Contract Approval
      • Localization / Globalization
      • Corporate
      • Content Management/Approval
      • Order Fulfillment
      • Inventory Management
      • Logistics
      • Wills / Estates / Incorporations
      • Quotation & Contract Costing
      • Exploration & Appraisal
      • Check Request Approval
      • Real Estate Buy/Sell
      • Collections
      • Internal Audit
      • Purchase Orders
      • Pharmaceutical Trial
      • Enterprise
      • Quality Management
      • Resource Planning
      • Procurement & subcontracts
      • Initial Public Offering
      • Enrollment & Administration
      • ISO 9000/9001 Control
      • Safety & Regulation Control
      • Cataloging & Distribution
      • Product Engineering
      • Claims Processing
      • Facilities Management
      • Bill Consolidation & Control
      • Succession Planning
      • Inter - Enterprise
      • Press Release
      • Drug Discovery
      • Treasury / Cash Management
      • Supply Chain Management
      • Customer Acquisition
      • Mergers and Acquisition
      • Trade Show Process
      • Airline Operation Maintenance
      • Contract Risk Mitigation
      • Harmonized Tariff Scheduling
      • Federal Audit Control
      • Cataloging & Distribution
      • Advertising Collection & Control
    • 7.
      • Doc centric workflow- Integration with Office, Outlook, GP
      • Part of the Windows workflow foundation
      Ideal Not Idea SharePoint Line of Business System Integration Complex Human Workflow Bus Activity Monitoring Collaborative Document Workflow Business 2 Business Dynamically Changing Workflow
    • 8.
      • Out of the box
      • Browser based
      • SharePoint Designer
      • Replacement to FrontPage
      • Can handle more complex workflows
      • 3 rd Party products
      • K2
      • Little custom code
      • Rapid deployment
    • 9.
      • Governance and regulation
      • Features:
        • Expiration  You can expire certain content on a particular date.
        • Auditing      Log events performed on documents.
        • Labeling     Associate a label of information with a type of document.
        • Barcode    Track physical copies of documents by inserting a unique barcode value into the document.
    • 10.
      • SharePoint
        • InfoPath
        • Web based
        • Custom
      • Examples:
        • Time sheets
        • Business cards
        • On boarding
    • 11.
      • Microsoft Rights Management Server
        • Part of Windows Server 2003
        • Works with Active Directory
        • Encrypts documents
      • Why encrypt documents?
      • U.S. companies lost $133 billion as a result of proprietary information theft in 2005, up from $59 billion in 2002. CSI/FBI 2005 Computer Crime and Security Survey
      • None of the legacy security technologies solves the specific problem posed by unstructured data. CIO/Insight
      • Enterprise rights management will become the default approach used by organizations to managing access control policies and security for data at rest and in transit. Gartner Group
    • 12.
      • SharePoint has a self service model which captures the ‘lose’ information within the enterprise.
      • Ask yourself ‘Where do you see the productivity gains, with the paperless office ?’
        • More time on the phone with clients
        • More billable work?
        • Less busy activity
      • This is a major win to take your organization to the next level.
    • 13. Peter Ward Business Collaboration Manager E: [email_address] P: 212-502-3937 W: www.InterDynAKA.com B: www.wardpeter.com

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