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ECSpand EN Presentation Transcript

  • 1. = E nterprise C ontent S ervices für Sharepoint
  • 2.
    • Provider of integral solutions for
      • digital, audit-proof archiving
      • management of electronic documents
      • Workflow
    • Founded in 1992
    • CEO Christoph Pliete
    • Became an AG (stock corporation) in 2000 (not listed on the stock exchange)
    • 180 employees and 280 experts in the d.velop competence network
    • More than 60 active partners throughout the world
  • 3. d.velop competence network throughout Europe 1 1 1 2 2 2 2 2 d.velop competence center 1 d.velop solution partner 2
  • 4. d.velop technology partners
  • 5. Successes More than 1,500 d.3 systems throughout the world Installations involving from 5 to 18,000 concurrent users
  • 6. d.velop/d.3 as a platform for document-based processes Ein- und ausgehende Faxe Ein- und ausgehende Post Groupware und E-Mail Supply Chain Management Office- Lösungen CRM- Anwendungen Elektronische Marktplätze Technische Anwendungen ERP- Anwendungen
  • 7. Assessment – ECM snapshot
    • High level of balanced solution-oriented coverage of functions from a single source
    • Establishment of ECM services within the framework of current further development
    Overview of the completeness and availability of own ECM components for portraying complete ECM process chains:
  • 8.
    • Overview of the completeness and availability of ECM components for portraying complete ECM process chains:
    Assessment of ECM snapshot – Microsoft/SharePoint
  • 9.
    • Powerful technology platform and middleware for integrating ECM projects
    • Basic functions of document management
    • Very good integration into the Microsoft environment (front-end integrations)
    • No integrations
    • Mass data recording (scanning, classification)
    • Solutions not available
    • Conversion to formats with long- term stability not possible
    • Archiving complying with the law?
  • 10. Aim: To adapt the ECS pand services of d.velop to the SharePoint world: = ECS pand of d.velop “refines” the Microsoft SharePoint server and turns it into a fully fledged ECM infrastructure
  • 11. Microsoft Office SharePoint Server Long-term storage Long-term stable storage Import EVERYTHING COMPLETE TOTALLY COMPREHENSIVE ECS pand SharePoint services: Process-oriented combination of information and documents Process-oriented combination of information and documents ECS pand SharePoint services: Visualization, format-independent display Visualization, format-independent display ECS pand SharePoint services: Storage connection Storage connection SAP, SCANNER, etc . NetApp, IBM, EMC 2 ,... SUN, d.velop,...   EVERYTHING AT A GLANCE TOTAL OVERVIEW EVERYTHING PROCESS-RELATED TOTAL PROCESS RELATION EVERYTHING COMPLYING WITH THE LAW TOTALLY AUDIT-PROOF ECS pand SharePoint services: Integration Integration
  • 12.
    • Universal bidirectional EAI connector for integration into a wide variety of systems / procedures (scanning, classification, MS dyn nav, SAP, MS dyn ax, Infor, Bäurer, MS-CRM, Exchange, Notes, BAAN, digital signatures, etc.)
    • Integration of the SharePoint search into the interfaces of the connected systems
    • Interactive archiving of files, objects, and e-mail from applications
    Services for SharePoint Integration / EAI-Connector Scannen
  • 13.  
  • 14.
    • Flexible configuration of process-specific file plans (customer files, order files, insured files, patient files, etc.)
    • Automatic linking of imported elements of a document library to the files (SharePoint lists)
    • Inheritance of meta data between documents and list entries
    • Standard Web parts for process-related visualization based on the files (all documents at a glance)
    • Summary of documents from different libraries and sites in one view
    Services for SharePoint Automatic file plan
  • 15.  
  • 16.  
  • 17.
    • Event-oriented format conversion to the long-term stable TIFF or PDF/A formats via extended rendition service for almost all file formats (not just Office, but technical formats as well)
    • Rapid total overview through multiple views and process-related visualization of documents based on the SharePoint file plan
    • Annotations for documents
    • Previews (thumbnails)
    Services for SharePoint Standardization and visualization (Rendition and imaging
  • 18.  
  • 19. Storage-Lösungen
    • Interactive archiving of SharePoint objects
    • Rule-based archiving of SharePoint objects
    • Archiving with or without SharePoint records center
    • Universal archiving options: copying, moving, generating link
    • Support for a wide variety of certified compliance platforms (NetApps, IBM, Centera, d.cas)
    d.cas Services for SharePoint Audit-proof archiving (Compliance)
  • 20.  
  • 21. ECS pand services for SharePoint MS-SQL ECS pand solutions for SharePoint Portal, team pages Web parts Document libraries EAI connector (Scan, billing systems) Automatic file plan (e.g. product files) Standardization and visualization (Rendition and imaging) Audit-proof archiving (Compliance) Workflow, forms (WF, Infopath) Lists; tasks Contract management Processing of incoming invoices Quality management SharePoint WSS 3.0, SharePoint, MOSS2007 SharePoint integration - overview
  • 22.
    • Support for the contract production process by means of templates and text modules
    • Full Office integration
    • Integrated period management and bring-forward function
    • Check and release workflows
    • Logging of the processing statuses and version comparisons
    • Integrated reporting e.g. for liquidity planning
    • Integration into the procedures connected via the EAI connector
    Solutions for SharePoint contract management
  • 23.  
  • 24.
    • Fully integrated scanning and classification procedures via the EAI connector
    • Transfer of the identified information to the workflow
    • Digital checking and release workflows
    • Data connection of the accounting or ERP system via interfaces possible
    • Integrated invoice monitor
    • Logging of all checking and release steps
    Solutions for SharePoint Processing of incoming invoices
  • 25.  
  • 26.  
  • 27.
    • Support for the production process for QM documents by means of templates and text modules
    • Full Office integration
    • Integrated period management and bring-forward function
    • Checking and release workflows, including activation
    • Logging of the processing statuses and version comparisons
    • Graphic-oriented overview of all QM subject areas
    Solutions for SharePoint Quality management
  • 28.  
  • 29.  
  • 30.  
  • 31. SharePoint and ECSpand
  • 32. Everything is under control
    • Everything is complete: Sharepoint as a fully fledged ECM platform for accepting all process-relevant documents, irrespective of the generating system or procedures
    • Everything is process-related Process-related, automated organization of all documents with the Sharepoint file plan
    • Everything is available at a glance High-performance visualization of all documents, including multiple view and annotation
    • Everything complies with the law and is audit-proof Ensuring compliance through certified and long-term stable archiving, including digital signature procedures
  • 33. Conclusion
    • Interfaces to scanning software and other systems
    • Format-independent display, annotations
    • Files
    • Finished and preconfigured solutions
    • Archiving complying with the law
    Additional benefits of ECS pand services and solutions:
  • 34. So much for the theory. What does this mean in concrete terms? Introduction of a project file for 300 users, based on SharePoint with ECSpand services, is planned. SharePoint is to be established as the central storage location for documents and vouchers that are stored to meet compliance requirements. Replacement of the central CRM system (about 100 users) by a combination of Navision 5 and ECSpand SharePoint is planned. In future, project and machine files will be managed in the central SharePoint.
  • 35. Rendition- overview MS Office DOC, DOT, XLS, XLT, PPT, POT MS Office from Version 2003 Microsoft Office 2007 DOCX, DOCM, DOTX, DOTM, XLSX, XLSM, XLSB, PPTX, PPTM, POTX, POTM raster graphics JPEG, TIF, PCX, BMP, GIF, EMF, WMF, DCM, DICM, PNG CAD drawings DWF, DWG, DFT, DXF, IGS, PAR, STEP, STL, SLDPRT, WRL, PRT, CGM, DGN, MI AutoVue from Version 18 Adobe PDF Dokument PDF Microsoft Outlook E-Mail MSG MS Outlook from Version 2003 Microsoft Outlook Express E-Mail EML Webseiten MHT MS Office from Version 2003 ZIP Archiv ZIP Other Formats upon request
  • 36. = E nterprise C ontent S ervices für Sharepoint