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SharePoint Saturday - Sacramento --- SharePoint and Paper belong Together


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SharePoint’s next Billion Dollar Market – Understanding How SharePoint and Paper Work Together

Helping Customers and Partners to have one version of the truth by managing paper based assets.

Published in: Business, Technology
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SharePoint Saturday - Sacramento --- SharePoint and Paper belong Together

  1. 1. Jeff Shuey M: +1 425 922 8056 Twitter: @jshueyWeb: Sacramento
  2. 2. Welcome to the First Annual SharePoint Saturday Sacramento!!
  3. 3. HousekeepingPlease remember to submit yoursession evaluation forms aftereach session you attend toincrease your chances at the raffle Live Tweet the event Hashtag: #spssac Sacramento
  4. 4. Agenda• Getting Started• Paper is an Asset• RUBMCB & Workloads• Top 10 & 5 GAPS• What is a Document?• DEMO• Use Case Scenarios Sacramento
  5. 5. Sacramento
  6. 6. I love the Smellof SharePoint in the Morning
  7. 7. Sacramento
  8. 8. Document Management for $1500 Sacramento
  9. 9. Document Management for FREE? Sacramento
  10. 10. Sacramento
  11. 11. Sacramento
  12. 12. Sacramento
  13. 13. Paper is an Asset Manage it Wisely Sacramento
  14. 14. RUBMCBWorkloads - How is SharePoint being used?1. Team Collaboration (60% of all SharePoint Sites) Create Business2. Document Management3. File Share Replacement Applications4. Portals5. Intranets Build Momentum Ramp Up Sacramento
  15. 15. SharePoint is WIP SmartFOSH – Horizontal Solutions Human Finance Operations Sales Resources• Billing • Legal Discovery • Client Intake • Employee On-• Capital • Activity Contract Boarding Acquisition Management Renewal • Employee Exit• Collaborative • Claims • Customer Interview/Off- Budgeting Management Tracking Boarding • Contract • Proposal • Human Capital• Collections Management Management• Compliance Management • IT Service• Expense Management • Performance Approval Review• Internal Audit • Personnel Training• Purchase Request • Recruiting• Regulatory • Travel/Vacation Reporting Request• Travel Request Sacramento
  16. 16. SharePoint is WIP Smart Vertical Solutions Government Healthcare & Financial (State, Local, Life Sciences Manufacturing Retail Services Federal, Defense & Education) (HLS)• Accounts • Citizen Access • Billing • Vendor • Store Payable • Public Safety • Claims Management Operations• Loan • Social Services Submission • Product Management Origination • Justice • Patient Management • Inventory• Closing • 311 / 911 Registration • Order Management• Post-Closing • FOIA Management • Merchandising• Credit • Homeland Life Sciences Management Processing Security • FDA • Inventory • Supply Chain• Credit • TSA Submission & Control Management Issuance Education Reporting • Shipping • Grand • Student Access • Grant • Customs Opening • Administratio Management Management n • Patient • ISO • Privacy and Assistance Certification data Programs • Regulatory & protection • Recall Quality Management Compliance Sacramento
  17. 17. SharePoint Top 10ECM capabilities in SharePoint 2010 Document Sets BLOB Storage BCS Audit Trail Document ID Content Organization Managed Metadata List Validations Large List Optimization Search Sacramento
  18. 18. 5 Things You (STILL) will not find in SharePoint 2010Records Management (RM)Digital Asset Management (DAM)Vertical & Horizontal SolutionsStorage (External)Capture Sacramento
  19. 19. What is a Document?A document is a physical or digital representation of a bodyof information designed to communicate.To document (verb) is to produce a document artifact bycollecting and representing information.A document is understood as a paper artifact, containinginformation in the form of ink marks. Increasingly documentsare also understood as digital artifacts. Sacramento
  20. 20. The Cake Sacramento
  21. 21. The Cake – How did we make it? Sacramento
  22. 22. How did we make it? Sacramento
  23. 23. Scan to SharePointKodak Capture ProKodak Scan and View Sacramento
  24. 24. Sacramento
  25. 25. Enterprise Content Management (ECM) Sacramento
  26. 26. Enterprise Content Management (ECM) Sacramento
  27. 27. SharePoint Setup Wizard Sacramento
  28. 28. Scenario 1Large Retailer – Big Box Store Hiring Seasonal Help Drivers, Floor Sales, Warehouse, Customer Service Everyone fills out an application Some jobs require additional information capture Drivers – Additional paperwork approving background checks Scanning Drivers License and other associated documents If Approved for the Next Step Kicks off a Workflow Process Which includes Document Management, BPM and Storage Sacramento
  29. 29. Scenario 2Human Resources – Onboarding Employees New Hire – Day One Processes Insurance Forms, Tax Forms, Personal Information Everyone is required to complete each step Not necessarily in order Both Paper and Electronic Documents are processed Steps are checked & approved manually and with automated processes Kicks off a Workflow Process Which includes Document Management, BPM and Storage Sacramento
  30. 30. Scenario 3Lease Agreements – Inbound Lease Agreements The Old Way – Paper documents, stored in one place, accessed by one person in one location. The New Way – Everything is scanned in Dual Stream mode (TIF and Searchable PDF), Full Text Search, Accessible by anyone, anyplace, anytime. Leases and Associated Notes can be assigned as workflow tasks in SharePoint Storage and Legal Holds can be managed effectively Sacramento
  31. 31. Sacramento
  32. 32. Document Management for $1500 Sacramento
  33. 33. Document Management for FREE? Sacramento
  34. 34. Putting it all TogetherWhy SharePoint? • It’s not ECM • It’s a platform for transforming your businessWhy Partners? • Subject Matter Expertise • Local Presence • Able to address YOUR business challenges Sacramento
  35. 35. i1840 / i1860 i5200 / i5600 Ngenuity 9090 / 9125 / 9150 i730 / i750 / i780 i4200 / i4600 Trūper 3610 Trūper 3210 i1405 / i1420 / i1440ScanMate Scan Station i1120 500 i2400 i2600 / i2800 Kodak Capture Pro Software supports more than 160 non-Kodak document scanners via TWAIN and ISIS drivers. Sacramento
  36. 36. Document Imaging PlatformStandards that set the parameters for business growth Jeff Shuey M: +1 425 922 8056 Twitter: @jshuey Web: Find my Blog Posts Here: Kodak’s Grow Your Biz site - AIIM Capture Community - My personal blog - 42 Sacramento
  37. 37. Sponsored By….. Join us at 6:00 pm at BJs Brewhouse for a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals!Don’t forget to fill out your bingo cards and surveys to be eligible for GREAT end of day raffles!
  38. 38. Reference InformationGetting Started on SharePoint Benefits of Start Here: SharePoint Benefits of SharePoint 2010 as a Product Platform (34 pages) Link: on Three Will’s site For more detailed information: SharePoint 2010 Walk Thru Guide (110 pages) Microsoft TechNet Sacramento