Exploring SharePoint 2013 and Improving your Business Applications


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www.socius1.com/rapidsp - Get a feel for SharePoint 2013 and understand how it can improve your other business applications. See how to connect systems and users with the information they need.

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  • Common IssuesSearching for informationStorage locationSecurity for dataIntellectual property lostControl of informational being provided to clients
  • Planning, Planning, Planning
  • Documents to be reviewed by salesperson with customer. Salesperson is now required to show all information to customer resulting in better product line coverage.Additional Benefits that were createdDocument versioningApproval process Search for documents and intellectual property
  • Exploring SharePoint 2013 and Improving your Business Applications

    1. 1. Exploring SharePoint 2013 and Improving Your Business Applications Connecting systems and users with the information they need Presented by: Brett Pitstick, Senior SharePoint Consultant
    2. 2. My Background • SharePoint Team Lead and Senior Consultant for Socius • 16 years of consulting experience focused on CRM and SharePoint • MCP in development for SharePoint
    3. 3. Exploring SharePoint 2013 • Collaboration • Records Management and Compliance • Social Improvements
    4. 4. SP 2013 Collaboration • OneNote Notebook included in the Team Site for taking and storing notes locally • Share Dialog Interface, which allows users to quickly add people to list and share content even between site collections • Callout Feature for managing Items in List or Library • Drag and Drop Between Sites or between SharePoint/Desktop allowing you to quickly move documents between sites or between SharePoint and your local environment.
    5. 5. Records Management • • • • • Site-Based Compliance — SharePoint Sites are now integrated with Team Mailboxes in SharePoint 2013, which means that any time an end user is preserving content, both the SharePoint Sites and the Team Mailboxes are searched. In-Place Records Management — SharePoint 2013 still has In-Place records management, but now it preserves content that has been modified. So if a user has put a lock on the content, it allows other users to make a change to the document, but it keeps a copy of the content as it was prior to the modification. Documents, list items, pages and Exchange Server 2013 mailboxes can be preserved. The preservation of the information is done at the site level but you can use filters to avoid preserving the entire site or mailbox. Enterprise-Wide e-Discovery — SharePoint Server 2013 introduces a new site for managing and holding your discovery cases. Within this site collection you can perform e-Discovery queries across multiple SharePoint farms and Exchange servers and preserve the items that are discovered. You create a new site for each case using the eDiscovery Center site template. This site creates a portal through which you can access discovery cases to conduct searches, place content on hold, and export content. To implement e-Discovery across the enterprise, configure SharePoint Server 2013 Search to crawl all file shares and websites that contain discoverable content. You can then export the results of an e-Discovery search for later import into a review tool.
    6. 6. Social • Community Sites — Community Sites allow users to create discussions and organization them based on categories. SharePoint 2013 also includes new Site Templates for the Community Sites. • My Sites — My Sites have been redesigned and modernized for SharePoint 2013. They have also been simplified and provide more unified navigation. There is also a Tasks Page for the aggregation of tasks that can be synchronized using the new Work Management service application. • Document Libraries — Document Libraries can be used to share content with others to increase collaboration. Users can create libraries and choose which libraries they want to share with other users to collaborate on documents in the library.
    7. 7. Connecting the Dots • CRM – SharePoint Document Management • GP – Item Creation and Migration • GP – Contract Management
    8. 8. CRM • Connecting CRM to SharePoint for document management • Improving the process
    9. 9. Common Lifecycle Uncontrolled Authoring Revision Cycle Archive Approve / Reject
    10. 10. Which Leads to This…
    11. 11. A Better Way
    12. 12. A Better Way Provides direction to the process which creates correct templates for sales
    13. 13. Connection to SharePoint
    14. 14. CRM Templates We controlled the authoring and updates by creating manager controlled templates
    15. 15. Controlled Process
    16. 16. GP • Item creation and approval in SharePoint • Item migration to GP
    17. 17. Email and Paper Process No timetable No escalation process No awareness of point in process
    18. 18. GP Item Request
    19. 19. New Request
    20. 20. Process We added workflow to request for sales manager to approve item
    21. 21. Emailed Task to Approve
    22. 22. Approve / Reject
    23. 23. Awareness
    24. 24. Item Created We are informed through email that item is approved And can see in list that Item Created in GP
    25. 25. Item in GP
    26. 26. InfoPath (actual form)
    27. 27. GP • Migration of contract information from GP • Controlled updates to contract information in SharePoint
    28. 28. Migration of data • Used SharePoint Data Connection to move data to SharePoint list
    29. 29. Needed control over user updates • Created web part that only allows users to update one field
    30. 30. Improved Information • Now there is an awareness of contract on items and if there is a need to renew
    31. 31. Next Steps • Learn how you can get up and running quickly at an affordable, fixed price with our SharePoint Rapid Implementation package www.socius1.com/rapidsp • Read about how SharePoint works for Socius’ clients www.socius1.com/resources/case-studies
    32. 32. Questions? Brett Pitstick Senior SharePoint Consultant 440-717-3212 bpitstick@socius1.com