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Collaboration and Productivity with Microsoft SharePoint

Collaboration and Productivity with Microsoft SharePoint



Ori Fishler, Web Solutions Practice Director at Edgewater Technology, was invited to speak at the Delta Dental CFO Conference on April 26th on Marco Island, FL. Ori presented the collaboration ...

Ori Fishler, Web Solutions Practice Director at Edgewater Technology, was invited to speak at the Delta Dental CFO Conference on April 26th on Marco Island, FL. Ori presented the collaboration benefits of SharePoint 2010, specifically how a collaborative platform like SharePoint:
- streamlines finance and accounting processes
- improves the productivity of the underwriting department



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  • A short examples for what this means: We help insurance companies like Millers Mutual and the Barnstable create a set of portals for agents, policy holders, employees and the public all connected to the same base set of LOB applications
  • Demo Neon

Collaboration and Productivity with Microsoft SharePoint Collaboration and Productivity with Microsoft SharePoint Presentation Transcript

  • Collaboration and Productivity with Microsoft SharePoint For Health Insurers
  • Agenda ‣ Edgewater Overview ‣ Introduction: A New Social Reality ‣ Microsoft SharePoint What is it and Why is it so Popular? • Primary Business Benefits • Evolution • Platform Overview • Short Demo ‣ Business Solutions for Health Insurers ‣ ROI of Different SharePoint Based Solutions ‣ Adoption & Best Practices ‣ Getting Started edgewater.com 2 makewaves@edgewater.com
  • Corporate Overview ‣ Technology Management Consulting Firm – Provide a unique blend of specialty IT services – Leverage proven industry expertise in strategy, technology and enterprise performance management – Focus on middle and Global 2000 market ‣ Founded in 1992 – Headquartered in Wakefield, MA – Large North American footprint – + 330 Employees – +700 clients – +2200 projects completed to date – Publicly Traded (NASDAQ: EDGW) edgewater.com 3 makewaves@edgewater.com
  • EDGW Business Offerings edgewater.com 4 makewaves@edgewater.com
  • Insurance Industry Expertise ‣ Health Insurance Clients ‣ Insurance Clients AR, CO, NJ, VA edgewater.com 5 makewaves@edgewater.com
  • Edgewater Technology: Web Solutions Externally Facing Sales Marketing Service E-Commerce Community Mobile and Commerce and Collaboration Content E-Marketing Customer Self Services Search Personalization Service Internally Facing Content Web Analytics Management Core Internal Collaboration and Applications edgewater.com 6 makewaves@edgewater.com
  • Web Solutions Practice • Web 2.0 Strategy • Competitive Analysis Strategy • Road Map Development Web Strategy • Organization Assessment • Operational Strategy Planning Business / • Budgeting & Planning Vendor Functional Selection Requirement Execution Usability and Creative Web Interface Services Development Development Product Program Testing and Integration Customization Management Deployment edgewater.com 7 makewaves@edgewater.com
  • Introduction: A New Social Reality edgewater.com 8 makewaves@edgewater.com
  • New World of Expectations – Driven by Consumers ‣ Complete Access and Control ‣ Easy to Use, Rich Interfaces ‣ Anytime, Anywhere, Any Device • In Real Time! ‣ Communicate, Collaborate, Interact, Share edgewater.com 9 makewaves@edgewater.com
  • Support the way we work. Solitary to Collaborative ‣ Search ‣ Email / Phone / Chat ‣ Reading ‣ Projects / Teams ‣ Watching Videos ‣ Cross Functional Task ‣ Entering data Force ‣ Using Applications ‣ Peer Review ‣ Thinking ‣ Peer Knowledge Sharing & Support ‣ Review and Approval Processes ‣ Commenting / Editing edgewater.com 10 makewaves@edgewater.com
  • Common Challenges ‣ Information is hard to find. No centralized search, metadata or versioning in file shares ‣ Communications are email centric. No place where project / team knowledge is stored ‣ Paper forms and processes require effort of typing into systems or extensive scanning / archiving ‣ “Siloed” knowledge. Ideas, processes and solutions from one area of the company are not known in others edgewater.com 11 makewaves@edgewater.com
  • The Promise of Personalized, Secure Collaboration ‣ Based on my Role, Areas of Responsibility, BU, Location, Management Level, or Expertise ‣ Personalized access to: • Applications • Web Content • Documents • Processes and Workflows • Business Data and Metrics • People information • Client Information • Teams, Projects ‣ Important and timely information comes to me edgewater.com 12 makewaves@edgewater.com
  • Microsoft SharePoint edgewater.com 13 makewaves@edgewater.com
  • SharePoint – The Swiss Army Knife of Collaboration 100M Users, ‣ Collaboration 17,000 Companies ‣ Portal ‣ Search ‣ Document Management ‣ Web Content Management ‣ Forms and Workflows ‣ Business Intelligence edgewater.com 14 makewaves@edgewater.com
  • SharePoint Platform Server-based Excel Docs/tasks/calendars, blogs, spreadsheets and data wikis, e-mail integration, visualization, Report Center, project management “lite”, BI Web Parts, Outlook integration, KPIs/Dashboards offline docs/lists Business Intelligence Collaboration Enterprise Portal Rich and Web forms template, Site based front-ends, Business Platform Directory, My LOB actions, Forms Services Portal Sites, social pluggable SSO networking, privacy control Content Management Search Integrated document Enterprise scalability, management, records contextual relevance, rich management, and Web people and business data search content management with policies and workflow edgewater.com 15 makewaves@edgewater.com
  • Business Benefits ‣ Improved information worker productivity ‣ Improved communications and collaboration ‣ Empowering business users to manage sites and content ‣ Help meet regulatory requirements through comprehensive control over content ‣ Accelerate shared business processes across organizational boundaries ‣ Provide a single, integrated platform to manage intranet, extranet, and Internet applications across the enterprise edgewater.com 16 makewaves@edgewater.com
  • SharePoint in Action edgewater.com 17 makewaves@edgewater.com
  • Business Collaboration Framework Case Study Public Policy Holders Agents Employees Public Website Agent Portal Employee Portal Information Management – MOSS 2007 Content Security & Targeting Doc. Mgmt Collaboration Mgmt. Access Business Applications, Data, Content, People Policy Quoting Claims Billing Commission Admin edgewater.com 18 makewaves@edgewater.com
  • Insurance Agent Portal Demo edgewater.com 19 makewaves@edgewater.com
  • Edgewater Intranet - Neon edgewater.com 20 makewaves@edgewater.com
  • Neon Features ‣ Corporate Communications / HR • Announcements • Forms, Processes, Procedures ‣ Marketing • Documents • Events • Tools ‣ Knowledge Management • Methodology • Case Studies • Clients ‣ Searchable Repository of the Company’s Knowledge and Information edgewater.com 21 makewaves@edgewater.com
  • Neon Features (cont.) ‣ Team Collaboration • Project (proposals, deliverables, project plans, etc.) • Team (working documents, collaboration, discussions, task lists, calendars, etc.) • Client (presentations, deliverables, etc.) ‣ Other Capabilities • Personal Profiles • Blogs • Processes Incorporating Workflow/Approval • Integration with Office, Outlook, IM (Communicator) • Mobile access edgewater.com 22 makewaves@edgewater.com
  • Solutions, Applications and ROI edgewater.com 23 makewaves@edgewater.com
  • Business Solutions for Health Insurers ‣ Internal Communications & Collaboration • Company Intranet Portal - News, Announcements, Events - Employee Directory - Discussions, BLOGs - HR Forms and Procedures, HR Self Service - MIS Forms, Procedures, Helpdesk - Management Corner: Place to Communicate Plans, Strategy, Results, Initiatives • Project Collaboration • Document Management and Versioning • Knowledge Management • Digital Asset Management • Enterprise Search edgewater.com 24 makewaves@edgewater.com
  • Business Solutions for Health Insurers ‣ External Communication & Collaboration • Public Website Content Management • Functional Portals: - Auditors - Members - Partners - Providers - Employers - Brokers edgewater.com 25 makewaves@edgewater.com
  • ROI Guidelines – Direct ‣ Improved productivity (saving time) • Each employee spends less time each day: - Looking for documents on the network - Figuring out who has the latest version - Looking through emails for documents that were sent • Teams need less meetings to accomplish collaboration • Teams with members in different physical locations can improve communications. • Employees in service roles spend less time fielding requests for documents, forms or information • Speedup processes using automated workflows edgewater.com 26 makewaves@edgewater.com
  • ROI Guidelines – Direct ‣ Cost savings • Reduce printing costs as more documents and memos are distributed electronically internally and externally. • Reduce travel expenses as team can meet and collaborate online • Reduce phone bills • Reduce need for email storage capacity ‣ Improved visibility into communications and activities in the organization ‣ Improved security and regulatory control edgewater.com 27 makewaves@edgewater.com
  • ROI Guidelines – Indirect ‣ Improved decision making ‣ Empower employees and managers to create new solutions and innovate without dependency on IT ‣ Improves knowledge sharing and retention as information is not stored on peoples computers or in emails ‣ Improved employee and customer satisfaction edgewater.com 28 makewaves@edgewater.com
  • If you build it, Will they come? edgewater.com 29 makewaves@edgewater.com
  • Critical Success Factors ‣ Andrew McAfee’s hypothesis: Within organizations, collaboration technologies are dictated by the most powerful person involved in the collaboration. ‣ User Adoption • Distributed ownerships and local champions • Identify and cultivate your community leaders • Executive buy in and participation • Put Intranet use in the line of business: use of the Intranet is not outside your work, it is where work gets done! • Training edgewater.com 30 makewaves@edgewater.com
  • Critical Success Factors ‣ Scalability and Flexibility • Ability to quickly adapt, try and fail often • Allowing groups to start their own areas ‣ Right Level of Control and Governance • Establish clear guidelines • Ask the community to report any deviations. edgewater.com 31 makewaves@edgewater.com
  • Enterprise 2.0 Maturity Model Enterprise Information and Intelligence Accessibility 7. Gain 6. Insight Combine , Mashup 5. Context and 4. Relationships Collaborate, 3. Share, Contribute, Interact Create, 2. Comment Consume, Read, Learn 1. Subscribe, Find User Interactivity and Engagement Level edgewater.com 32 makewaves@edgewater.com
  • Edgewater Technology - Key Offerings ‣ Strategy, Architecture & ‣ Implementation Planning • Customization ‣ Prototypes & Quick • Custom Webparts and coding Starts • Integration ‣ User Experience ‣ Upgrades & Migration edgewater.com 33 makewaves@edgewater.com
  • Quick start – Up and running in 8-10 weeks Plan Launch Leverage Educational demonstration SharePoint environment Administrator training on a virtual server Strategy definition Quick Start solution User training framework Technical, security and Implementation of defined Leverage Planning: future active directory customizations and directions and plans requirements components Business requirement Setting of accounts and Implementation Roadmap interviews access to provided virtual environment SharePoint architecture Transfer of Virtual Environment to Client SharePoint implementation Plan Presentation edgewater.com 34 makewaves@edgewater.com
  • Q&A edgewater.com 35 makewaves@edgewater.com