Capture for Microsoft SharePoint: Stop Paper from Slowing Down Your Business<br />EMC Corporation<br />June 2011<br />
Transformation of ECM<br />CONTENT<br />MANAGEMENT<br />APPS<br />CASE <br />MANAGEMENT<br />CUSTOMER<br />COMMUNICATIONS<...
Business Reality<br />71%<br />67%<br />Organizations are committed or will consider SharePoint for their business<br />Re...
SharePoint Use in ECM<br />90%<br />37%<br />Respondents using SharePoint as collaboration/<br />workspaces/team sites<br ...
SharePoint: Extend & Enhance<br />EMC CAPTIVA <br />FOR MICROSOFT SHAREPOINT<br />EMC DOCUMENTUM REPOSITORY SERVICES<br />...
SharePoint – Born Out of Workgroups<br />
SharePoint Has Evolved<br />Document Management<br />Business Applications<br />Blogs & Wikis<br />Enterprise Portal<br />...
Capture for SharePoint Considerations<br />Capture throughout the Enterprise to <br />Intelligently Connect Business Infor...
DISTRIBUTEDCAPTURE<br />• branch or regional offices<br />• field offices, customers<br />• web-based scanning<br />• scan...
Intelligently Connect Business Information<br />Other Systems<br />Intelligent Capture<br />Trigger Processes<br />Documen...
Capture for SharePoint Considerations<br />2<br />Capture throughout the Enterprise to <br />Intelligently Connect Busines...
Choice Computing<br />
e-mail integration<br />centralized batch capture<br />fax server integration<br />networked mfp capture<br />ad-hoc deskt...
Capture for SharePoint Considerations<br />2<br />Capture throughout the Enterprise to <br />Intelligently Connect Busines...
SCANNING<br />Automating Manual Tasks<br />Automated Document Classification<br /><ul><li>Graphic Identification
Intelligent Text-based Identification
Eliminates manual sorting</li></li></ul><li>EXCEPTIONS ONLY<br />Intelligently Transforming Documents<br />Intelligent Dat...
Automatic Data Validation
Significant reduces data entry and validation time, errors, and expense</li></li></ul><li>Intelligent Document Recognition...
Intelligently Transforming Documents<br />BUSINESS SYSTEMS<br />Connecting Business Information<br /><ul><li>Enterprise Co...
Business Applications
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EMC Captiva & SharePoint (With Notes)

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Find out how Intelligent Enterprise Capture solutions from EMC Captiva enables you to capture documents from anywhere within your organization. Transform these documents into business-ready information, manage this information consistently, and enable direct access within SharePoint to both users and business applications.

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  • The role of information in organizations is under constant change. What was simply acasually drafted email or document one day can become a critical corporate asset overnight simply through a change in businesspolicy, regulatory update or a legal challenge to the business. Information types are rapidly expanding in relevance to the enterprises well. Social content like wikis and blogs or rich media (video and audio) not originally considered critical to the business are becoming the primary ways tocommunicate information both within enterprises and with customers and business partners.More companies are using cloud and SaaS applications for rapid implementation of new services and to save costs. Corporations areusing new social media channels such as Twitter, Google Buzz, Facebook and others for customercommunications and outreach. The result: information is getting increasingly disaggregated.Enterprise content management (ECM) is no longer just about documents, images and other well-known assets. It is now aboutthe broader information cloud which is much more dynamic and much more difficult to manage. The number of channels that generate information and distribute it has expanded beyond the traditional ECM definitions.Information itself is increasingly time-sensitive and shorter in form requiring rapid ingestion, dynamic aggregation and federation of sources to achieve timely business results.It’s a new era for enterprise information both in scope and in impact. This means traditional ECM needs to transform as welland expand in scope to provide a comprehensive information management platform
  • Are you able to transform data into actions and decisions?What is the cost of information silos on: service, risk, redundant infrastructure, maintenance, security … ?What are the competitive, social and environmental implications? What are the governance inhibitors to sharing information?We’ve all heard of the “new normal” business climate in which economic volatility and tumultuous market conditions have heightened competition and risk. In this climate, the ability to anticipate and implement rapid change is essential to innovation and leadership.Business leaders need to be fast and decisive in responding to change. The problem is they don’t often have the information needed to make important business decisions with confidence.Only 60 percent of major business decisions are based on analytics; the other 40 percent are based on intuition. (Accenture survey, 12/2008)Eight out of 10 business leaders make major decisions with missing or untrusted information. (IBM&apos;s Institute for Business Value, 2009)Despite the need for timely, high-quality information in business decision-making, we see that most organizations leave it mostly to their IT departments to develop strategies for extracting business value from their companies’ information. Deriving an information-based advantage is perceived as IT’s problem and is often not given adequate support or participation from the business units that stand to benefit most from such initiatives.Organizations need to work as a whole – meaning IT and business units collaborating together – to identify and expose implementable strategies for creating an information-based advantage.
  • Are you able to transform data into actions and decisions?What is the cost of information silos on: service, risk, redundant infrastructure, maintenance, security … ?What are the competitive, social and environmental implications? What are the governance inhibitors to sharing information?We’ve all heard of the “new normal” business climate in which economic volatility and tumultuous market conditions have heightened competition and risk. In this climate, the ability to anticipate and implement rapid change is essential to innovation and leadership.Business leaders need to be fast and decisive in responding to change. The problem is they don’t often have the information needed to make important business decisions with confidence.Only 60 percent of major business decisions are based on analytics; the other 40 percent are based on intuition. (Accenture survey, 12/2008)Eight out of 10 business leaders make major decisions with missing or untrusted information. (IBM&apos;s Institute for Business Value, 2009)Despite the need for timely, high-quality information in business decision-making, we see that most organizations leave it mostly to their IT departments to develop strategies for extracting business value from their companies’ information. Deriving an information-based advantage is perceived as IT’s problem and is often not given adequate support or participation from the business units that stand to benefit most from such initiatives.Organizations need to work as a whole – meaning IT and business units collaborating together – to identify and expose implementable strategies for creating an information-based advantage.
  • SharePoint is in no capacity to handle this kind of collaborationSharePoint should not replace existing content investments within large complex environments For instance, don’t try to doinformation governanceprocess automationextended enterprise communication …with SharePoint
  • Effective intelligent enterprise capture solutions support the ability to capture documents wherever they are received. First, intelligent enterprise capture solutions supports high-volume centralized capture environments. Even in distributed organizations, organizations must be able to capture very high volumes of incoming documents in a mailroom environmentNote to Presenter: Click now in Slide Show mode for animation.Second, to accelerate document capture, an intelligent enterprise capture solution allows front-office workers to capture documents using scanners on their desktops or shared capture devices, such as network scanners or multi-function peripherals (MFPs)Note to Presenter: Click now in Slide Show mode for animation.Lastly, a true enterprise capture solution must support the ability to capture documents throughout the organization, from branch offices, distributed offices, and even support the ability to allow partners or customers to capture documents.
  • Captiva transforms paper documents into electronic information that can be stored and managed in a variety of different systems. And if we look at the various systems Captiva can connect to, Captiva obviously integrates tightly with EMC Documentum and Documentum xCP, allowing you to control where information is stored and what happens to the documents when they are delivered. When integrating, Captiva delivers:Electronic images, that can be stored in specific locations based on document content or business rulesDocument metadata, that can be used to find documents within a large repositoryExtracted data, that can be used to execute business processesTrigger Processes, so that Captiva can facilitate fully automated business processesNote to Presenter: Click now in Slide Show mode for animation.But Captiva’s integration with business systems goes well beyond integration with Documentum. Captiva can integrate with a variety of systems, including other leading ECM systems, business systems such as SAP and Oracle, Microsoft SharePoint, and many other business systems. And with each of these systems, Captiva’s integrates feature the same ability to store images, metadata and extracted data, and the ability to trigger workflows or business processes within the business system
  • To support these diverse requirements requires support of a variety of devices. Intelligent enterprise capture solutions provide a platform to capture from anything and anywhere including:High-speed scanners to support centralized batch capture requirementsIntegration with fax servers to capture information received by faxSupport for ad-hoc capture through both desktop attached scanners……as well as browser-based support to enable capture from diverse locationsSupport for MFP to allow the use of existing hardware to support entire workgroups or departmentsAnd e-mail integration to support the automatic capture of paper-like documents that are received as e-mail messages or attachments (e.g., Acrobat PDF documents)
  • By applying intelligent automation, intelligent enterprise capture solutions can dramatically improve capture processes automated document classification leverages several technologies to automate document sortingNote to Presenter: Click now in Slide Show mode for animation.By using both graphic identification and intelligent text-based identification, documents are automatically identified, dramatically reducing or in some cases eliminating document preparation tasks.
  • Even more significant is the value that intelligent data extraction provides, transforming paper documents into electronic business information. With intelligent enterprise capture solutions, zonal and freeform technologies enable data extraction from all document types. The data is automatically validated using set business rules, and performing business validations against business systems and databases, ensuring the data is extracted correctly. The result is a significant cost reduction in terms of labor, and a faster, more reliable business process.
  • Key PointsEMC Captiva solutions allow you to eliminate most, if not all, manual document sorting.EMC Captiva applies several intelligent document recognition technologies to accurately identify documents of all types, including structured forms, semi-strucuted documents (e.g., invoices or patient records), or completely unstructured documents (e.g. correspondence).The technologies include:Full-page image techniques, where the entire structure of the page is analyzed and compared against incoming doucmentsHigh-precision anchor techniques, where unique, identifying areas of a documents, such a logo, set of lines, bar code, or other consistent elements may be matchedText-based analysis, where combinations of keywords or paragraphs can be comapred to find commonality and match document types, orHandwriting analysis, where hand written documents may be identified for further sorting
  • Intelligence goes beyond identifying documents and data on documents. Intelligent enterprise capture systems must be able to connect this information – including both the document image and the extracted business data – with the business systems that need to manage and process this information.Captiva integrates with all of the most common enterprise content management systems, and your most critical business systems and processes. Through out of the box connectors, and by providing a service-oriented architecture, Captiva can both receive documents and return images and/or business data using Web Services.
  • Mark Lewis introduced the concept of the new stack information stack in this mornings keynoteNow let’s review the vectors of innovation that are driven by the stackCloud Information Services Infrastructure:CloudOptimizing our infrastructure to operate in the hybrid cloud Providing cloud information services to enable the move for organizations to the hybrid cloud FederationWe will focus on federated information governance and federated process orchestrationMultiple Information TypesOur goal is to not limit the power of emerging information types because of risk issues; we will handle multiple information typesComposite Application Layer:Rapid Application CompositionWe will enable the business user to create business value in a way not possible beforeIndustry Standards and ToolsWe don’t believe that we can be the center of all innovation, so we will integrate the innovations with our core platformCase-Based CollaborationIn-context collaboration is the right way to do collaboration (take Salesforce.com and their service Chatter as a great example)User Interface:User ExperienceThere is a subtle but material difference between user interface and user experienceWe will have sophisticated user interfaces when it makes sense, and invisible/embedded interfaces when that is appropriate We will be maniacally focused over the next few years on ensuring a superior user experienceEnd-Point HeterogeneityPart of a great user experience is delivering information to any user at any location at any time on any deviceOur business model had no conflict of interest with the customer’s end objectiveWe will deliver the best experience to users regardless of where they are and how they are connectingModular User InterfaceFocused on configurable and personalized user interfaces for specific personas, tasks, and users
  • EMC Captiva & SharePoint (With Notes)

    1. 1. Capture for Microsoft SharePoint: Stop Paper from Slowing Down Your Business<br />EMC Corporation<br />June 2011<br />
    2. 2. Transformation of ECM<br />CONTENT<br />MANAGEMENT<br />APPS<br />CASE <br />MANAGEMENT<br />CUSTOMER<br />COMMUNICATIONS<br />RETENTION/POLICY<br />MANAGEMENT<br />WEB EXPERIENCE <br />MANAGEMENT<br />E-DISCOVERY<br />PUBLIC CLOUD<br />PRIVATE CLOUD<br />ON-PREMISE<br />MORE CONTENT TYPES<br />LOCATION INDEPENDENCE<br />MOBILE<br />INFORMATION<br />SERVICES<br />ANALYTICS<br />GOVERNANCE<br />LIBRARY SERVICES<br />PROCESS<br />
    3. 3. Business Reality<br />71%<br />67%<br />Organizations are committed or will consider SharePoint for their business<br />Respondents needed to either customize or buy third-party products to allow SharePoint to meet their needs<br />Source: IDC 2009<br />Source: AIIM Market Intelligence Report on SharePoint 2010<br />
    4. 4. SharePoint Use in ECM<br />90%<br />37%<br />Respondents using SharePoint as collaboration/<br />workspaces/team sites<br />Respondents planning to implement scanning and image management in the <br />next 12 – 18 months<br />Source: AIIM Industry Watch: “SharePoint Strategies and Experiences,” July 2010 <br />
    5. 5. SharePoint: Extend & Enhance<br />EMC CAPTIVA <br />FOR MICROSOFT SHAREPOINT<br />EMC DOCUMENTUM REPOSITORY SERVICES<br />FOR MICROSOFT SHAREPOINT<br />EMC SOURCEONE<br />FOR MICROSOFT SHAREPOINT<br />EMC SOURCEONE eDISCOVERY – KAZEON<br />EMC MY DOCUMENTUM<br />FOR MICROSOFT SHAREPOINT<br />
    6. 6. SharePoint – Born Out of Workgroups<br />
    7. 7. SharePoint Has Evolved<br />Document Management<br />Business Applications<br />Blogs & Wikis<br />Enterprise Portal<br />Collaboration<br />Web Sites<br />
    8. 8. Capture for SharePoint Considerations<br />Capture throughout the Enterprise to <br />Intelligently Connect Business Information<br />1<br />
    9. 9. DISTRIBUTEDCAPTURE<br />• branch or regional offices<br />• field offices, customers<br />• web-based scanning<br />• scanners and mfp<br />CENTRALIZEDCAPTURE<br />• mailroom<br />• dedicated scanning<br />AD HOCCAPTURE<br />• knowledge workers<br />• desktop scanners<br />Capture Throughout The Enterprise<br />
    10. 10. Intelligently Connect Business Information<br />Other Systems<br />Intelligent Capture<br />Trigger Processes<br />Document Metadata<br />Electronic Images<br />Extracted Data<br />
    11. 11. Capture for SharePoint Considerations<br />2<br />Capture throughout the Enterprise to <br />Intelligently Connect Business Information<br />1<br />Standardized Scanning and Capture Rules <br />Made Simple<br />
    12. 12. Choice Computing<br />
    13. 13. e-mail integration<br />centralized batch capture<br />fax server integration<br />networked mfp capture<br />ad-hoc desktop capture<br />ad-hoc browser-based capture<br />Standardized Scanning and Capture<br />
    14. 14. Capture for SharePoint Considerations<br />2<br />Capture throughout the Enterprise to <br />Intelligently Connect Business Information<br />1<br />3<br />Standardized Scanning and Capture Rules <br />Made Simple<br />Automating Manual Tasks<br />
    15. 15. SCANNING<br />Automating Manual Tasks<br />Automated Document Classification<br /><ul><li>Graphic Identification
    16. 16. Intelligent Text-based Identification
    17. 17. Eliminates manual sorting</li></li></ul><li>EXCEPTIONS ONLY<br />Intelligently Transforming Documents<br />Intelligent Data Extraction<br /><ul><li>Forms and Freeform Data Extraction
    18. 18. Automatic Data Validation
    19. 19. Significant reduces data entry and validation time, errors, and expense</li></li></ul><li>Intelligent Document Recognition<br />Eliminating Manual Document Preparation <br />AUTOMATED SORTING<br />FULL-PAGE<br />IMAGE<br />FULL-PAGE<br />IMAGE<br />PRECISION ANCHORS<br />PRECISION ANCHORS<br />TEXT-BASED<br />ANALYSIS<br />TEXT-BASED<br />ANALYSIS<br />HAND-WRITING<br />HAND-WRITING<br />
    20. 20. Intelligently Transforming Documents<br />BUSINESS SYSTEMS<br />Connecting Business Information<br /><ul><li>Enterprise Content Management
    21. 21. Business Applications
    22. 22. Service-Oriented Architectures</li></li></ul><li>SharePoint Success & EMC Captiva<br />CAPTURE FOR <br />SHAREPOINTADOPTION<br />Capture for SharePoint is positioned for success and broad deployment with its extensions to intelligent enterprise capture capabilities<br />CAPTURE FOR <br />SHAREPOINTVALUE<br />Ad-hoc collaboration and content management with seamless integration<br />To EMC Captiva intelligent enterprise capture<br />Choice computing, advanced document capture, content management, business process support, and centralized management<br />SHAREPOINTOPPORTUNITIES<br />EMC Captiva embraces and extends SharePoint by providing scalable and robust mission critical functionality for all users <br />EMC CAPTIVAVALUE<br />Comprehensive intelligent enterprise capture methodology designed to <br />overcome SharePoint gaps to ensure customer success<br />PROVEN CAPTURE METHODOLOGY<br />
    23. 23. Learn More About EMC Captiva<br />Go to: www.emc.com/Captiva<br />

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