How to build ECM on                     Microsoft platformRastislav HlavacSales Director
Introduction of GRADIENT Slovakia Microsoft Gold Cerified Partner, one of the TOP  ISV and Information Worker Partners in...
References in banking
Reference projects   CSOB poisťovňa, KBC Group   Česká poisťovňa Slovensko   Komunálna poisťovňa   Prvá Česko-Slovensk...
Reference projects     LANEX, Zahreb, Croatia     SIELDA, Milano, Italy     SERTAS, Turkey     International Data Proc...
Enterprise content managementKey areas   Portals   Document centric collaboration   Web content management   Document ...
ECM ARCHITECTUREON MICROSOFT PLATFORM
Architecture overview of ECM
ECM – DOCUMENT IMAGING      AND DATA CAPTUREON MICROSOFT PLATFORM
Description of client`s documentationprocessing Centralized / Decentralized scanning Centralized recognition, correction...
GRADIENT Capture Suite modules•GScan•GBatchManager•GRecognition Station•GVerification Station
Fujitsu scanners•fi-6230/6240
GScan  Easy user interface localized in local languages  Batch scanning Auto Rotation, No Rescan, Auto Color, Auto delete...
GBatchManager•   Download images from branches•   Monitoring of the processing•   Transfer batches to GRecognitionStation ...
GRecognitionStation  • recognition Cyrillic characters  • Field level character recognition security  • Load balancing and...
GVerificationStation•   Easy user interface•   Extremely fast character level based correction•   All necessary validation...
Signature verification against bankSignDB
Duplicity visual control
Statistics from the processing
Controlled access – high security
ECM – DOCUMENT AND   RECORD MANAGEMENTON MICROSOFT PLATFORM
GArchiveenterprise document and record management systemfast searching of the documents through web interfaceadvanced secu...
GArchive – logical architecture                                                                                        GAr...
GArchive – Fail-Over and Load balancing                NLB Cluster                        (node 1)              GArchive W...
GArchive – integrated document viewer Formats    Images (tiff, jpg, gif)    Text formats (txt, html,...)    MS Office ...
GArchive – document search Document search      Profile indexes (metadata)      Fulltext search      Quick Search    ...
GArchive – access rights Access rights to documents    default    individual Access rights to profiles Access rights ...
GArchive Management Studio
PAYSCANAUTOMATED PROCESSING OF     PAYMENT DOCUMENTS
Why PayScan? Basic target – to move from the hand typing of the information from the paper Payment order forms to automat...
An example of a structured forms  optimized for ICR                                Domestic multiply payment orderDomestic...
Example of a non standard Payment form• Payment forms printed from ERP software (SMB)
CREDITSCAN
GRADIENT Capture Suite – re-using  investments Scanning and electronic archiving of credit, mortgage documentation     c...
GScan   Automated/Manual indexing   Integration with BIS for customer data/product data/etc.   Validation of index data
Integration with FES
GArchive and SharePoint Integration
GRADIENT Capture Suite – re-using  investments• Scanning, recognition and electronic archiving of  economic documents (inv...
BUSINESS PROCESS MANAGEMENT – K2
K2 IN MAGIC QUADRANT   •   K2 Blackpearl is built 100% on the Windows Workflow Foundation framework and       delivers dee...
HL AnalysisHigh Level Analysis (feasibility study + consulting)    Worshops with bank departments          HR          ...
QuickKillQuickKill    Retail business start support    Building a Central Processing Center in PiB HQ         Scanning ...
QuickKill EndStateQuickKill EndState    Enhancing the QuickKill solution by       Application Form automatic recognition...
DPS3Business Process Automation    In cooperation with BMS consulting    Enhancing the electronic archive by connecting ...
K2 – GArchive integration - tasklist
K2 – GArchive integration – task view
DPS4Business Process Automation (cont’d)    Further process automation developement    10 processes planned for delivery...
Advantages of the K2 BP + GArchive+ GRADIENT Capture Suite + MOSS2010• the most modern ECM platform• easier to deploy than...
Questions and Discussion
GRADIENT SLOVAKIA, s.r.o.               Košická 56         821 08 Bratislava                 SlovakiaTel.:    +421 (2) 555...
Другие интересные материалы по использованию SharePoint         смотрите на    SharePoint-Channel.com  а также в группе Фе...
Доклад Растислава Хлавача на SPCUA 2012
Доклад Растислава Хлавача на SPCUA 2012
Доклад Растислава Хлавача на SPCUA 2012
Доклад Растислава Хлавача на SPCUA 2012
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Доклад Растислава Хлавача на SPCUA 2012

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Презентация доклада Растислава Хлавача (Rastislav Hlavac, Словакия, Gradient) "How to build Enterprise Content Management on Microsoft platform — Case study from PromInvest Bank Ukraine" с конференции SharePoint Conference Ukraine 2012

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Доклад Растислава Хлавача на SPCUA 2012

  1. 1. How to build ECM on Microsoft platformRastislav HlavacSales Director
  2. 2. Introduction of GRADIENT Slovakia Microsoft Gold Cerified Partner, one of the TOP ISV and Information Worker Partners in CEEKey areas Document and data capture – scanning, OCR/ICR Document Management Systems Business Process Management Record Management Microsoft Dynamics CRM Microsoft Office Sharepoint Server portal solutions
  3. 3. References in banking
  4. 4. Reference projects CSOB poisťovňa, KBC Group Česká poisťovňa Slovensko Komunálna poisťovňa Prvá Česko-Slovenská poisťovňa Kooperatíva Wustenrot poisťovňa EZP, a.s. Ministerstvo práce, sociálnych vecí a rodiny SR Národná rada SR Slovenská konsolidačná, a.s. Ústav pamäti národa Dopravný podnik mesta Bratislavy DHL Logistics GEFCO Nevitel Orange
  5. 5. Reference projects  LANEX, Zahreb, Croatia  SIELDA, Milano, Italy  SERTAS, Turkey  International Data Processing, Listowel, Ireland  ČSA Czech Airlines, Prague, Czech Republic  ČSSZ, Prague, Czech Republic  ALLIANZ, Prague, Czech Republic  Raiffeisen Bank, Prague, Czech Republic  ČSOB CZ  Volksbank International – CZ, RO  1 Univerzita v ČR
  6. 6. Enterprise content managementKey areas Portals Document centric collaboration Web content management Document imaging and data capture Document and Record Management Business Process Management
  7. 7. ECM ARCHITECTUREON MICROSOFT PLATFORM
  8. 8. Architecture overview of ECM
  9. 9. ECM – DOCUMENT IMAGING AND DATA CAPTUREON MICROSOFT PLATFORM
  10. 10. Description of client`s documentationprocessing Centralized / Decentralized scanning Centralized recognition, correction/verification, export and archiving
  11. 11. GRADIENT Capture Suite modules•GScan•GBatchManager•GRecognition Station•GVerification Station
  12. 12. Fujitsu scanners•fi-6230/6240
  13. 13. GScan Easy user interface localized in local languages Batch scanning Auto Rotation, No Rescan, Auto Color, Auto delete blank pages Low traffic through bank network (SPO – 15kB, MPO – 30kB) possibility to update installed version automatically by remote central settings of batches with higher priority support VRS
  14. 14. GBatchManager• Download images from branches• Monitoring of the processing• Transfer batches to GRecognitionStation and GVerificationStation• Export images and data to GArchive and BIS
  15. 15. GRecognitionStation • recognition Cyrillic characters • Field level character recognition security • Load balancing and fail over • Flexi Layout – non-structured forms Recognition of different type of information:
  16. 16. GVerificationStation• Easy user interface• Extremely fast character level based correction• All necessary validation controls included• Validation parameters could be changed by bank itself
  17. 17. Signature verification against bankSignDB
  18. 18. Duplicity visual control
  19. 19. Statistics from the processing
  20. 20. Controlled access – high security
  21. 21. ECM – DOCUMENT AND RECORD MANAGEMENTON MICROSOFT PLATFORM
  22. 22. GArchiveenterprise document and record management systemfast searching of the documents through web interfaceadvanced security with integrated windows authentication
  23. 23. GArchive – logical architecture GArchive GArchive Web Office GArchive GArchive Web Workspace Management Services Integration Studio Console Client API GArchive Application Server Sheduler Document Viwer Project Services ServicesCustomization Components Server API GArchive Repository (MS SQL 2008 or MS SQL 2005 databases, document content store)
  24. 24. GArchive – Fail-Over and Load balancing NLB Cluster (node 1) GArchive Web Server MS SQL Server GArchive Application Server (node 2) Content and Metadata GArchive Web Server Repository GArchive Application Server (all in SQL database) client client
  25. 25. GArchive – integrated document viewer Formats  Images (tiff, jpg, gif)  Text formats (txt, html,...)  MS Office aplications (MS Word, MS Excel, PowerPoint,...)  PDF (Adobe Acrobat Reader)
  26. 26. GArchive – document search Document search  Profile indexes (metadata)  Fulltext search  Quick Search  Personalized search  Advance Search Dynamic folders  Private  Shared Document versioning History of the access to documents
  27. 27. GArchive – access rights Access rights to documents  default  individual Access rights to profiles Access rights to folders
  28. 28. GArchive Management Studio
  29. 29. PAYSCANAUTOMATED PROCESSING OF PAYMENT DOCUMENTS
  30. 30. Why PayScan? Basic target – to move from the hand typing of the information from the paper Payment order forms to automated data collection – hand typing substitution Technological stages of Automated Payment forms processing Recognition Validation Scanning Correction El. archive Export to BIS
  31. 31. An example of a structured forms optimized for ICR Domestic multiply payment orderDomestic single payment order
  32. 32. Example of a non standard Payment form• Payment forms printed from ERP software (SMB)
  33. 33. CREDITSCAN
  34. 34. GRADIENT Capture Suite – re-using investments Scanning and electronic archiving of credit, mortgage documentation  complete client credit, mortgage documentation scanned in a very short time (the speed of scanning cca 30 p/min.) at a bank branch  available immediately to a particular approval person at the central office  Enables faster approval of a credit and gives guarantees its faster approval to a client  Competitive bank advantage
  35. 35. GScan Automated/Manual indexing Integration with BIS for customer data/product data/etc. Validation of index data
  36. 36. Integration with FES
  37. 37. GArchive and SharePoint Integration
  38. 38. GRADIENT Capture Suite – re-using investments• Scanning, recognition and electronic archiving of economic documents (invoices, orders, contracts, delivery notes, etc.)• Scanning, recognition and electronic archiving of tax forms• Execution documents processing
  39. 39. BUSINESS PROCESS MANAGEMENT – K2
  40. 40. K2 IN MAGIC QUADRANT • K2 Blackpearl is built 100% on the Windows Workflow Foundation framework and delivers deep integration with Microsoft Office SharePoint Server (MOSS) • This company understands the Microsoft developer mentality and priorities. K2 Blackpearls authoring environments keep things easy (such as Smartobjects for integrating and reusing external data and Visio drawing migration); they are role-based and graphical. • The Sourcecode (K2) ecosystem of more than 200 partners and 6,000 K2 Underground members provide a significant community of K2 Blackpearl expertise and knowledge sharing. • Blackpearl comes with many process pattern templates for coordinating popular workflows across Microsoft Office, SharePoint, Infopath, SQL Server, Microsoft Communication Server, Microsoft Exchange Server, SAP and Microsoft CRM.
  41. 41. HL AnalysisHigh Level Analysis (feasibility study + consulting)  Worshops with bank departments  HR  Operations  Risk management  Retail  Methodology  Secretary of Board  Business process identification  High level process schema and description  Roadmap preparation
  42. 42. QuickKillQuickKill  Retail business start support  Building a Central Processing Center in PiB HQ  Scanning of documentation to new Retail products  Verification/content control  Central processing  Electronic Archive
  43. 43. QuickKill EndStateQuickKill EndState  Enhancing the QuickKill solution by  Application Form automatic recognition  Integration with third party systems  CRM  CAS (Customer Acquisition Module)  WebLogic middleware  Building regional processing centers  planned in 2012 – 54 branches in 5 regional centers
  44. 44. DPS3Business Process Automation  In cooperation with BMS consulting  Enhancing the electronic archive by connecting further departments and their document storage requirements  Customer (physical and legal person) documentation  Secretary of Board  Legal department  Process automation – Arrest process – based on K2 blackpearl  K2 infrastructure building  Integration with GArchive
  45. 45. K2 – GArchive integration - tasklist
  46. 46. K2 – GArchive integration – task view
  47. 47. DPS4Business Process Automation (cont’d)  Further process automation developement  10 processes planned for delivery in 2012  document based  form based  Process examples  Client documentation update  Legal counseling  Credit approval process  Account opening  Board resolution approval  Etc.
  48. 48. Advantages of the K2 BP + GArchive+ GRADIENT Capture Suite + MOSS2010• the most modern ECM platform• easier to deploy than competitors• 13 bank references• User Interface in Russian / Ukrainian• Flexible, open architecture, easy to use development tools• Microsoft Industry Award Winner 2007,2008, 2009• IT project of the year 2010 finalist• Real ROI – reduction of 40 people from branch staff in Intesaproject, 35 Raiffeisen• Minimal MD from bank staff needed
  49. 49. Questions and Discussion
  50. 50. GRADIENT SLOVAKIA, s.r.o. Košická 56 821 08 Bratislava SlovakiaTel.: +421 (2) 555 615 17 +421 (2) 555 725 32 Fax.: +421 (2) 555 760 85E-mail: gradient@gradient.sk www.gradient.sk
  51. 51. Другие интересные материалы по использованию SharePoint смотрите на SharePoint-Channel.com а также в группе Фейсбук SharePoint Ukraine

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