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Content-Aware Integration with SharePoint®Transform® Filer: One-Click Indexing, Storage & Retrieval from Any Source Applic...
Today’s Agenda•  Meet the Presenter   Troy Kloberdanz | Business Development Manager•  Content Management Challenges•  Pro...
About Bottomline Technologies                                                          1,000+                             ...
23 Years of Continuous Growth & Success $250 $225 $200              •   1000+ employees worldwide $175              •   Aw...
Content Management Challenges•    No central place to manage documents              •    Content silos•    No efficient re...
Content Management Solution•    Document Lifecycle Management                   •    Collaboration•    Enterprise Search &...
SharePoint Adoption Challenges•  Users must know proper   document destination•  Users must know proper indexing…   if the...
Link Business Applications & SharePoint•    Keeps users in familiar business applications for more efficient retrieval and...
Transform Filer BenefitsSatisfied Users•  Eliminate time searching in file cabinets or shared directories•    Faster acces...
What it Does•  One-Click find for retrieving relevant documents in SharePoint   from the Business Application•  One-Click ...
Content Management Challenges Addressed•    Common Examples      •    Receiving Packing Slips      •    Sales Order Proces...
On-boarding Receiving Documents             User                        Transform Filer   BUSINESS APPLICATION            ...
Sales Order Tracking             User          Transform Filer    BUSINESS APPLICATION                             Easily ...
Realized Value•  Increased Productivity•  Simplifies SharePoint Usage•  Higher User Adoption•  More Focus - Less Distracti...
Customer Case StudyTransform Filer
•  British overseas territory with a high degree of internal self-governmentCompany    •  Governor is responsible for poli...
Thank You!For more information, please contact:                           Visit us at Booth #705                          ...
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Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint by Troy Kloberdanz - SPTechCon

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Transcript of "Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint by Troy Kloberdanz - SPTechCon"

  1. 1. Content-Aware Integration with SharePoint®Transform® Filer: One-Click Indexing, Storage & Retrieval from Any Source ApplicationApril 4, 2013
  2. 2. Today’s Agenda•  Meet the Presenter Troy Kloberdanz | Business Development Manager•  Content Management Challenges•  Product Overview•  Customer Case Study•  Q&A
  3. 3. About Bottomline Technologies 1,000+ HerAord,  UK   Reading,  UK   Employees London,  UK   Portland,  ME   New  Malden,  UK   Frankfurt,  Germany   NASDAQ: Marlton,  NJ   Portsmouth,  NH   10,000+ Global East  Brunswick,  NJ   Raleigh,  NC   Worldwide Great  Neck,  NY   Wilton,  CT   Paris,  France   EPAY AlphareIa,  GA   Customers Norcross,  GA   Offices in Revenue $224M US, EMEA & Asia-Pac Melbourne,  AUS   New  Zealand  
  4. 4. 23 Years of Continuous Growth & Success $250 $225 $200 • 1000+ employees worldwide $175 • Award winning solutions $150 • Customer-driven innovation $125 • Solution depth across multiple markets • Long-standing customer relationships $100 • Recognized as a “Best Place to Work” winner $75 $50 $25 $0 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 Revenue  
  5. 5. Content Management Challenges•  No central place to manage documents •  Content silos•  No efficient retrieval or content search •  No document lifecycle management for documents BUSINESS APPLICATIONS Human Manufacturing Resources Data Data Financials Sales Data
  6. 6. Content Management Solution•  Document Lifecycle Management •  Collaboration•  Enterprise Search & Retrieval •  Records Management Human Manufacturing Resources Data Data SharePoint Financials Sales Data
  7. 7. SharePoint Adoption Challenges•  Users must know proper document destination•  Users must know proper indexing… if they add index data at all•  Taxonomy and folder structure becomes chaotic•  Storage, search and retrieval becomes a manual process that disrupts workflow
  8. 8. Link Business Applications & SharePoint•  Keeps users in familiar business applications for more efficient retrieval and storage•  Reduce time to research and recall information•  Give users an easy-to-learn process•  Minimize end user training for IT•  Store all content in one location: SharePoint User Transform Filer BUSINESS APPLICATION Easily Link Content
  9. 9. Transform Filer BenefitsSatisfied Users•  Eliminate time searching in file cabinets or shared directories•  Faster access to information•  Eliminate duplicate data entry•  Less distractions; extension of application•  Improved customer serviceHappy IT Staff•  Reduced training and IT costs•  Use existing infrastructure•  Connect information silosSimplify SharePoint usage and increase adoption
  10. 10. What it Does•  One-Click find for retrieving relevant documents in SharePoint from the Business Application•  One-Click accurate indexing of documents for storage into SharePoint from the Business Application•  No code integration of Business applications with SharePoint•  Drag and drop setup & configuration•  Centrally managed from one location•  Windows, Browser and Emulators
  11. 11. Content Management Challenges Addressed•  Common Examples •  Receiving Packing Slips •  Sales Order Processing•  SharePoint On-boarding with accurate indexing data•  Easier retrieval using indexed data
  12. 12. On-boarding Receiving Documents User Transform Filer BUSINESS APPLICATION Easily Link Content RCT116 TIMELYSH0001 TIMELYSH0001 RCT116
  13. 13. Sales Order Tracking User Transform Filer BUSINESS APPLICATION Easily Link Content 2413 2413 4243 4243
  14. 14. Realized Value•  Increased Productivity•  Simplifies SharePoint Usage•  Higher User Adoption•  More Focus - Less Distractions•  SharePoint is the Document Management Platform•  Lower Total Cost of Ownership and Support
  15. 15. Customer Case StudyTransform Filer
  16. 16. •  British overseas territory with a high degree of internal self-governmentCompany •  Governor is responsible for police, external affairs, internal security and defense •  Departments were paper-intensive •  Back-up documents were not effectively or securely storedProblem •  Upgrading to JDE E1 and SharePoint 2010; desired a method to easily integrate without a complex effort •  Introduction of new software platforms required considerable training Create an electronic record of documentation required for eachSolution payment, and then accurately associate those documents with the correct transactions in JDE for easy reference and retrieval. •  30% reduction in time to process payments •  All required documentation now correctly associated with each payment in EnterpriseOne, dramatically reducing time to research and recallResults information, as well as increasing accuracy •  Reduction in physical storage space, including the elimination of 2 off-site facilities previously required for paper retention
  17. 17. Thank You!For more information, please contact: Visit us at Booth #705 z Troy Kloberdan Development Man ager, Business rive 325 Corporate D 03801 Portsmouth, NH P 303.557.2543 M 303.888.6956 omline.com tkloberdanz@bott .com www.bottomline
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