Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Dms introduction
1.
2. OVERVIEW
Document Management System
- Supports document scanning, classification, recognition,
indexing, archiving, searching, viewing, version control,
routing and collaboration
Scan
Scan Document
Document Import and
Import and Search, View,
Search, View,
Twain scanners,
Twain scanners, Classify
Classify Archive
Archive Check-in/out,
Check-in/out,
MFP machines,
MFP machines, Extraction,
Extraction, Import agent,
Import agent, Route
Route
image QC
image QC Index
Index import
import View document
View document
Key from image,
Key from image, electronic files,
electronic files, from anywhere
from anywhere
auto indexing -
auto indexing - relational
relational via web
via web
barcode,
barcode, database
database browser,
browser,
ICR/OCR,
ICR/OCR, version control,
version control,
table lookup,
table lookup, routing and
routing and
database lookup
database lookup collaboration
collaboration
3. EDMS FLOW DIAGRAM
Documents
to scan File Database
Server Server
Web
MFP/ Scanner
Search
Scanned Indexed
Images Images Internet /
Intranet
Docuflo
Scan Client Index Station
Server
(Key from image)
In Tray Routing Process Flow
4. RECORDS MANAGEMENT SOLUTION
Spreadsheets
Slides
Text Files
Media Files File Database
Server Server
PDFs
Images
eDMS Batch Import
eDMS Admin
eDMS Scan eDMS Indexing eDMS Verifier eDMS
Station Server
eDMS Web Client
Search
eDMS Web Client
` Route & Version Control
eDMS
Label Printer Records
Management
Server
eDMS Web Client
Business Process Manager
`
eDMS Web Client
Barcode Scan Station eDMS RECORDS MANAGEMENT SOLUTION
6. REMOTE SCANNING
BRANCH A BRANCH B BRANCH C
Toshiba MFP Toshiba MFP Toshiba MFP
Machines Machines Machines
INTERNET
HTTP& FTP
eDMS Web Client
Search
eDMS
eDMS Scan eDMS Verifiers Server
Station
(Shared Folder)
eDMS Web Client
Search
eDMS Indexing
Stations
File Database
HQ Server Server
7. FEATURES
CAPTURE & PROCESS COLLABORATION
• Document scanning (local and remote). • Collaboration for sharing of information.
• Document Processing and Indexing (key from
image, zone OCR, barcode, table lookup, database SEARCHING
lookup).
• Document searching using indexes and contents.
• Web Search (profile, simple, full-text, wildcard,
INFORMATION & PROCESS MANAGEMENT Boolean, phrase, proximity).
• Document and information life cycle management
(create, review, approval, distribute, archive,
dispose). SECURITY & CONTROL
• Process Monitor (global view and take action on • Version control (check-in and check-out documents.
inactive task, identify bottlenecks). • Track document versions (document annotations
• Process designer to design process flow (No coding and highlights).
required!). • Access control.
• Ad hoc routing and process workflow (attach • Audit trail for reporting and tracking.
documents in the process). • Folder and File security rights and privileges
• Case / project (virtual) file routing. (Private / Public folder).
• e-Forms, process flow and conditional routing
(serial and parallel).
• Work queue (route a task to multiple users with the
DATABASE
same role to pickup and perform a task). • Database supported (SQL Express, MS SQL 2005
Server, Oracle).
• ODBC connectivity options.
ORGANISE
• Documents are organised in unlimited levels of
folders. INTEGRATION
• Organise functions to perform on a DASHBOARD. • ODMA integration for saving MS Office documents
• Task Inbox / Outbox. (Word, Excel, PowerPoint, Outlook).
• Easy integration with vertical applications.
• Outlook mail archive.
• Web import.
8. ACHIEVABLE BENEFITS
Eliminate the inherent paper problems: missing, torn, duplication and
distribution
Achieve similar benefits as email: instant delivery and retrieve from
anywhere
Electronic filing: sharing, security, fast access, extended reach and zero
waiting time
Connect people, process and information across the enterprise
Improve Customer Relation: provide the right information to the right
people at the right time
Facilitate effective decision process: reliable, instant access to document
/ information and act NOW!
Cost saving: think of the manpower time spent filing and searching for
documents and mailing documents
Reduce idle time and process gap: instant availability of information
Minimise risk: no lost / misplaced documents
Enforce best practices and regulatory compliance
Enables Business Continuity Planning
9. PRODUCT ARCHITECTURE
Windows Client
Windows Client
Auto Email
Auto Email
Web Client
Web Client eDMS
eDMS eDMS
eDMS Archiver
Archiver
Admin
Admin Scan
Scan
HTTP / HTTPS (SSL) / FTP
HTTP / HTTPS (SSL) / FTP
IIS (Web Server)
IIS (Web Server)
Microsoft .Net
Microsoft .Net
Applications
Applications
SOAP
eDMS Server
eDMS Server
LDAP / SSO
LDAP / SSO
Broadcast
Broadcast Document
Document
Dashboard
Dashboard Task List
Task List Announcement
Announcement Import
Import
Web Services
Web Services
Document Search
Document Search
(Quick, Simple, Profile, Advance)
(Quick, Simple, Profile, Advance)
Java Applications
Java Applications
Document
Document
Business Route
Route Case
Case
Business Version Library
Library XML
Process Version
Process Control
Manager Control
Manager (Check In,
(Simple Engine, (Check In,
(Simple Engine, Check Out) Docuflo
Docuflo
Advance Engine) Batch
Batch Check Out)
Advance Engine) Forward
Forward Capture
Capture
Import
Import Server
Server
ODBC
ODBC File Server
File Server
Relational Databases
Relational Databases (AES Encryption)
(AES Encryption)
10. ROAD MAP
Integration to Toshiba’s Multifunction
Printers – document image splitting, auto
image capture
Enhancements on eDMS Scan module to
provide “Rubber Band” OCR capabilities
and also intelligent character capturing
capabilities
Record Management Module
Integration with Microsoft InfoPath 2007
Distributed Web Scan
Technology upgrade (.NET framework
2.0/3.0/AJAX and Visual Studio 2005)