Presented By:
Ben McMann
SharePoint Saturday
2010
Building a Report Distribution
Solution
November 13, 2010
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Improve Flow of Information Across the
Business
Make it easie...
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Solution is Easy to Build
No code required
Solution is Easy t...
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Solution Overview
1 SharePoint Site
Multiple Document Librari...
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Design Overview
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Sales Report Center
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Report Archive View
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Custom Search
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.comPage: 9
WOW – YOU ARE HERO!
“ENTER YOUR NAME HERE improved the...
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Good Book to Get
Highly
Empowered
Resourceful
Operatives
Empo...
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
About Tribridge
• Over 2,000 Microsoft Customers
• One of onl...
www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Ben McMann
Email: ben.mcmann@tribridge.com
Blog: benmcmann.wo...
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Building a Report Distribution Solution

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How to build a SharePoint solution to improve the way reports (Word, Excel, PowerPoint, PDF) are distributed within a company. Geared for a beginning SharePoint site owner.

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Building a Report Distribution Solution

  1. 1. Presented By: Ben McMann SharePoint Saturday 2010 Building a Report Distribution Solution November 13, 2010
  2. 2. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com Improve Flow of Information Across the Business Make it easier to access reports (Office Files, PDF) Simplify Access to Information Let business users control access Control Storage Costs Eliminate Email Attachments Business Needs
  3. 3. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com Solution is Easy to Build No code required Solution is Easy to Use for Report “Creators” for Report “Consumers” Solution is Easy to Maintain Add extra features as needed Improve Report Distribution
  4. 4. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com Solution Overview 1 SharePoint Site Multiple Document Libraries A Couple Columns A Couple List Views Landing Page to Improve Navigation Alerts to Automate Notification Solution Components Key Benefits  Easy to Build  Easy to Use  System Pro-actively Notifies Users  Better Control over Reports  Central Location for Reports
  5. 5. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com Design Overview
  6. 6. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com Sales Report Center
  7. 7. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com Report Archive View
  8. 8. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com Custom Search
  9. 9. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.comPage: 9 WOW – YOU ARE HERO! “ENTER YOUR NAME HERE improved the way we access important business reports. Now the system tells me when a report is ready and with one-click, I have access to the latest information.”  Self Starter  Met a Business Need  Benefit to the Company The Challenge  No central location to view business reports  Different versions of reports resided on people’s systems and within email  Reports were lost when personal email archives were purged The Solution  SharePoint Site to centrally store reports The Results  Users are automatically notified when reports of interest are available  Secure, Centralized Report Archive that is backed-up by normal IT back-up procedures  New team members have instant access to business reports  Lower email storage costs w w w . y o u r c o m p a n y . c o m YOUR PICTURE HERE
  10. 10. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com Good Book to Get Highly Empowered Resourceful Operatives Empowered: Unleash Your Employees, Energize Your Customers, and Transform Your Business By Josh Bernoff and Ted Schadler (Forrester Research)
  11. 11. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com About Tribridge • Over 2,000 Microsoft Customers • One of only 5 National Partners in both Microsoft Dynamics and traditional Microsoft Platform technologies • Selected as Microsoft Dynamics Worldwide Partner of the Year in 2008 & 2010 • Microsoft Inner Circle Member for 8 straight years – includes only the top 1% of partners worldwide • Gold Certified Partner for more than a decade with 7 designated Competencies and Specialties Top Microsoft Partner
  12. 12. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com Ben McMann Email: ben.mcmann@tribridge.com Blog: benmcmann.wordpress.com My Contact Information
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