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Document imaging in SharePoint

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  • PAUL WILL START 10 MINUTE TIMER
  • PAUL
  • PAUL:ECMWhat is it?ECM features in SharePoint 2010 & DemoMigration Options & Best PracticesDocument Imaging & ManagementWhy image documents?DI ModesFeatures and tools for 2010Platform Considerations Image Capture DemoQ & A
  • PAULOther possible additionsWord Automation ServicesBusiness Connectivity ServicesOffice Web Applications
  • PAUL
  • PAUL
  • PAUL
  • PAUL
  • PAUL
  • CHRIS
  • CHRIS
  • CHRIS
  • CHRIS
  • PAUL
  • PAUL
  • SURVEY
  • PAULIf they need help, we’ve had access to SharePoint 2010 for over a year – we can guide them thru the processMentionDownloads, Recording & Email invite to ECM in SharePoint 2010 WebinarExplain SharePoint GamePLAN Q & A - EVERYONE
  • Transcript

    • 1. ECM & Image Capture
      in SharePoint 2010
      Audio Information Listen using your computer (VOIP) or Dial-in: (951) 262-4343 Access code: 909934
    • 2. Speakers
      Chris Riley
      Imaging and ECM Author
      ECMp, IOAp
      Sr. ECM & Image Capture Architect
      Paul Papanek Stork
      SharePoint MVP & Author
      Sr. Architect & Lead Consultant
      MBA, MCT, MCSE, MCSD, MCDBA, MCITP, MCPD…
    • 3. Agenda
      A sprinkling of demos throughout…
      Introductions
      SharePoint 2010 ECM Overview (Paul)
      SharePoint 2010 Imaging (Chris)
      ECM Migration and Best Practices
      Q&A
    • 4. What is ECM?
      The collection, storage, and delivery of enterprise electronic or paper content and documents
      Software that provides:
      Content Storage & Management
      Compliance & Governance
      Knowledge worker efficiency
      Business Intelligence
      Archival & eDiscovery
      Automation and/or Workflow
    • 5. Audience Survey
      What is your primary role in ECM and/or Image Capture for your organization?
      Decision Maker, Influencer or Sponsor
      Admin or Architect
      Analyst or End User
      Consultant
    • 6. Existing 2007 ECM Features
      Document Libraries
      Content Types
      Workflow
      Information Management Policies
      Auditing
      Integration with Rights Management
      Enterprise & Federated Search
    • 7. New 2010 ECM Features
      Document ID Service
      Enterprise Content Types
      Managed Metadata Service (Taxonomy)
      Tagging, Ratings (Folksonomy)
      Document Sets
      In-place Records Management
      Rich Media Support
      Business Connectivity Services
    • 8. SharePoint 2010 ECM Features
    • 9. Audience Survey
      Where is your organization on the ECM & Document Imaging curve?
      No real solution in place
      Somewhat satisfied with our solution but room for improvement
      Dissatisfied and/or experiencing problems with our existing platform
      Completely satisfied
    • 10. What’s the ROI for Imaging?
      Reduce cost, time and errors associated with data entry
      Join paper content with digital counterparts
      Expand Search & eDiscovery
      Access documents & information faster
      Reduce hard-copy storage costs
      Facilitate automation for paper based business processes
      Go “Green”!
    • 11. Document Imaging Modes
      Image Only Scanning
      Full page conversion
      OCR / Text extraction
      Document conversion, e.g. to searchable PDF
      Most Common
      Data Capture
      Fixed
      Semi-Structured “unstructured”
      Database lookups
      Metadata capture – identity, station, etc.
    • 12. Image Capture in 2010
      Sponsored By: Kodak
    • 13. Imaging Best Practices
      Focus on Image quality
      300 DPI – 400 DPI res.
      TIFF G4 or Dual Stream
      Capture Requirements
      Expectations
      Level of extraction
      Your Use Case
      Document Sources
      Document Volume
    • 14. Platform Migration Options
    • 15. ECM Best Practices
      Research Compliance Requirements
      Conduct an Information Audit
      Plan Taxonomy and Meta Data before Implementation
      Empower Knowledge Workers with Folksonomy Tools
      Establish Archiving Policies and Procedures
      Periodically Clean Up Unused Document Workspaces
    • 16. Audience Survey
      What do you see as next steps?
      Assess current ECM & Image Capture platform and environment
      Learn more about SharePoint 2010, ECM & Image Capture
      Plan for ECM implementation using SharePoint 2010 or another platform
    • 17. Resources and Q & A
      Assessment, Planning & Implementation
      ECM & Image Capture GamePLAN
      Contact us for demos & guidance
      Learn more about SharePoint 2010
      Next Webinar: SharePoint 2010 Design & Deployment Best Practices
      Online resources
      Chris Riley’s Blog: http://blog.livinganalytics.com
      Microsoft ECM Team Blog: http://blogs.msdn.com/ecm/
      Contact
      Info@ShareSquared.com
      800-445-1279 x402

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