This document summarizes a presentation given by representatives from DLI.tools Inc. and Innovative Ideas Unlimited, Inc. about their work with an Ontario-based electric utility company. They helped the customer address problems with document management, records management, and project management by implementing solutions from DOCOVA, Records Manager Express, IBM Connections, and ProjectExec in both cloud and on-premises configurations. The implementation solved compliance issues and integration between the solutions was a key factor in its success.
A summary of how appropriate SharePoint is in a pharmaceutical, i.e. regulated environment. Presentation given at the Good Clinical Practice Records Managers seminar March 2014.
Nuts and Bolts of Building Compliance Process with Nintex and SharePoint 2013Netwoven Inc.
Compliance has become very rigorous and you need a system that can handle all the old processes, as well as any new ones that are initiated. Watch the webinar presented by the experts at Netwoven and Nintex. Here are some key takeaways from the session:
• Critical corporate compliance issues you can address today
• Overview of Microsoft SharePoint & Nintex software compliance features
• Get insights on how to make your applications include compliance reporting
• Best practices for common corporate compliance solutions development
Drive Better SharePoint 2013 Mobile Solutions with Responsive DesignPerficient, Inc.
With the explosion of smartphones and tablets in a post-PC landscape, the importance of mobility is evident. Mobile devices can differ tremendously, from screen size to functionality and usability, making it impossible to optimize a website for a single device. Given the mobile shift, companies are looking to develop and execute on strategies that provide a first-class experience for all devices.
How can SharePoint help? SharePoint is a powerful web content management platform – and it’s even better with the 2013 release. During the webinar, we demonstrated what can be accomplished using SharePoint 2013 and responsive web design. We also examined:
- What is responsive web design?
- SharePoint 2013’s WCM features
- Responsive web design & SharePoint
- Responsive SharePoint website examples
PepsiCo needed to:
Enable dashboards and selected applications on smart phones
Increase the usability and richness of custom applications
E.g. Port Demand Resource Planner from a thick client to an RIA
Establish a division of responsibilities between rich applications and portal umbrellas
Lauren Technologies have been in IT industry for more than 20 years, being specialized in business applications and catering to hardware and software requirements of customers. Right from creating mobile applications to providing dashboards and reporting, we have been delivering value to the customers !
Webinar: 5 Clear Steps to Get Your Nonprofit Cloud Ready - 2018-5-31TechSoup
Learn what it means to be in the cloud and discover ways to get your nonprofit cloud-ready. Nonprofits will also learn strategies and examples of how nonprofits and libraries can make the migration.
A summary of how appropriate SharePoint is in a pharmaceutical, i.e. regulated environment. Presentation given at the Good Clinical Practice Records Managers seminar March 2014.
Nuts and Bolts of Building Compliance Process with Nintex and SharePoint 2013Netwoven Inc.
Compliance has become very rigorous and you need a system that can handle all the old processes, as well as any new ones that are initiated. Watch the webinar presented by the experts at Netwoven and Nintex. Here are some key takeaways from the session:
• Critical corporate compliance issues you can address today
• Overview of Microsoft SharePoint & Nintex software compliance features
• Get insights on how to make your applications include compliance reporting
• Best practices for common corporate compliance solutions development
Drive Better SharePoint 2013 Mobile Solutions with Responsive DesignPerficient, Inc.
With the explosion of smartphones and tablets in a post-PC landscape, the importance of mobility is evident. Mobile devices can differ tremendously, from screen size to functionality and usability, making it impossible to optimize a website for a single device. Given the mobile shift, companies are looking to develop and execute on strategies that provide a first-class experience for all devices.
How can SharePoint help? SharePoint is a powerful web content management platform – and it’s even better with the 2013 release. During the webinar, we demonstrated what can be accomplished using SharePoint 2013 and responsive web design. We also examined:
- What is responsive web design?
- SharePoint 2013’s WCM features
- Responsive web design & SharePoint
- Responsive SharePoint website examples
PepsiCo needed to:
Enable dashboards and selected applications on smart phones
Increase the usability and richness of custom applications
E.g. Port Demand Resource Planner from a thick client to an RIA
Establish a division of responsibilities between rich applications and portal umbrellas
Lauren Technologies have been in IT industry for more than 20 years, being specialized in business applications and catering to hardware and software requirements of customers. Right from creating mobile applications to providing dashboards and reporting, we have been delivering value to the customers !
Webinar: 5 Clear Steps to Get Your Nonprofit Cloud Ready - 2018-5-31TechSoup
Learn what it means to be in the cloud and discover ways to get your nonprofit cloud-ready. Nonprofits will also learn strategies and examples of how nonprofits and libraries can make the migration.
SharePoint 2010 introduced the Managed Metadata service which provides organisations with the ability to manage and deploy metadata across the enterprise. During this session we will step through the evolution of metadata within SharePoint and explore what the future holds for managing metadata in a large enterprise.
Metadata Matters Eliminating Manual Tagging in AllRegs by Ellie MaeConcept Searching, Inc
AllRegs by Ellie Mae is the leading information publisher for the mortgage industry, and wanted to improve findability and search for its mortgage lending content library, AllRegs Online. Join us for this very interesting webinar with Lynn Richmond, Product Manager for AllRegs by Ellie Mae, as we look at the benefits of metadata management, standardization, and auto-classification of content to taxonomies.
With a content library spanning every aspect of the mortgage industry – literally hundreds of thousands of documents – rarely a day goes by without the majority of mortgage professionals visiting the AllRegs by Ellie Mae website.
The company sought to leverage advanced technology to continue to bring its customers a world-class library of mortgage lending research and reference content. The challenge was the tagging of content manually, by the internal publishers. As with all manual tagging, inconsistencies existed.
conceptClassifier was selected because of its ability to automatically generate compound term metadata, as well as tight integration with FAST Search. The result was the elimination of end user tagging.
If your organization is thinking about adopting a new approach to metadata tagging, this webinar is for you.
Join the webinar to:
• Understand the reasons AllRegs by Ellie Mae needed to update its technology
• Learn best practices and approaches that enabled the successful deployment of the solution
• Hear about ease-of-use, rapid implementation, and features designed for Subject Matter Experts
• Watch a demo and see how the solution works
• Discover the benefits realized
Don't Leave Data Behind: Integration Strategies for On-premise and Cloud Solu...Perficient, Inc.
As the SaaS application market matures, IT organizations are adopting a cloud integration strategy around hybrid environments that focuses on combining cloud and on-premise solutions to house data, augment internal capacity and increase business agility.
Join Perficient and Informatica for a webinar focusing on key issues and opportunities surrounding hybrid IT models, including:
Managing a data environment that is both in the cloud and on-premise
Keeping information in sync and current to influence better business decisions
Examples of successful, company-adopted hybrid architecture models for maximum ROI and agility
Use case examples with Salesforce.com and RedShift (Amazon web services)
Demonstration of Informatica Cloud Integration
What You Need to Know Before Upgrading to SharePoint 2013Perficient, Inc.
Ready to join the SharePoint 2013 revolution but not sure what is involved? Are you in the middle of a migration that is behind schedule? This presentation walks you through general guidelines and common pitfalls to avoid so your transition to SharePoint 2013 will be successful.
Speaker Suzanne George discusses tips and tricks to ensure a successful SharePoint 2013 implementation and describe common mistakes that organizations make during the transition.
Whether you are in the middle of migrating to SharePoint 2013 or you are just thinking about implementation, this session will give you tools that will help you successfully deploy SharePoint within your organization.
Presenter Suzanne George, MCTS, is a Senior Technical Architect a Perficient. She has developed, administered, and architected website applications since 1995 and has worked with top 100 companies such as Netscape, AOL, Sun Microsystems, and Verio. Her experience includes custom applications and SharePoint integration with applications such as ESRI, Deltek Accounting Software, and SAP. Suzanne sits on the MSL IT Manager Advisory Council, was a contributing author for SharePoint 2010 Administrators and presents at SharePoint Saturdays around the country.
How Your Document Habits are Destroying Productivity Nitro, Inc.
Nitro's Director of Product, Sam Thorpe, delivered a webinar the that addresses the opportunities for productivity being missed in many business organizations. These are the slides from the presentation, and you can view the webinar on-demand here: http://bit.ly/1ebWhL7
Planning and Preparing for Windows Server 2003 End-of-LifePerficient, Inc.
Windows Server 2003 reaches “end-of-life” in mid-2015, and Microsoft will no longer provide patches or security updates for the operating system. Given the rate at which new security threats are introduced, it is extremely dangerous to run production services on a platform that has reached end of support.
If you are still running Windows Server 2003, you aren’t alone. For organizations considering a migration, now is the time to start a thorough analysis of each Windows Server 2003 system, including the native and third-party software workloads.
Experts from Perficient, AppZero and Cisco discussed the options and paths available when moving off Windows Server 2003, including:
-Virtualization Hyper-V on Cisco UCS
-Transitioning to a cloud model – private, public and hybrid
-What AppZero can do for your migrations
-Capabilities and benefits of Windows Server 2012
The most important thing is to get started now! Without proper analysis and migration planning, IT departments will find themselves lacking the time to move mission-critical applications to a supported operating system.
In this presentation, Perficient leverages its extensive SharePoint user experience design, customization, and implementation expertise to guide you in understanding the criticality of SharePoint user experience (UX) in driving user adoption, and to provide you with user experience best practices in the areas of information architecture and visual design, technical configuration and customization, and user experience server deployments.
This document covers two presentations on
SharePoint as an Enterprise Platform
1. SharePoint Strategic Implementation Planning: Content, Taxonomy & Governance
2. SharePoint Platform Architecture: Defining Inputs, Outputs and Accountability
Drive Smarter Decisions with Big Data Using Complex Event ProcessingPerficient, Inc.
This webinar described what CEP is and how it has been deployed in several client organizations to provide more agile, cost-effective and real-time integration across multiple data stores including:
Analysis of large amounts of complex, unstructured and semi-structured data
Harnessing the power big data, social/mobile data stores and BI projects for real-time decision making
Predicting events before they happen based on patterns and rules
Document Capture in the Evolving Mobile WorkforceJoel Oleson
Discuss the top industry challenges and key solutions to enterprise content management (ECM). We’ll dig into difficulties and provide new solutions with document capture/scanning and OCR directly in SharePoint and Office 365. After discussing industry challenges, announcements and best practices, we’ll dive into a mobile app that will address common ECM challenges. The timeliness of solutions that address changes to business processes based on the evolving mobile workforce make this one webinar you do not want to miss!
What Open Source Is and How Your Nonprofit Can BenefitTechSoup
Open source software allows anyone to freely read, study, modify and redistribute a software’s source code with little restriction other than that free access is maintained. For a nonprofit, open source represents a fantastic opportunity to tap into some of the best technology out there, to engage with entirely new allies, and to reduce long-term technology costs for an organization.
Join the Case Foundation’s VP of Interactive Strategies, John Jones, for a webinar where he will cover the following topics:
- Discuss what open source is
- How some nonprofits have been able to employ it to advance their work
- How you may apply those lessons to your own organization
- In addition, John will share some of the open source work the Case Foundation has been leading, which will include a demo of an open source project the Case Foundation has released.
Worldwide Intranet Challenge - Intranet end user behavior Sept 2013Deloitte Australia
Presentation about the latest intranet trends based on research from the Worldwide Intranet Challenge (WIC). Also includes three case studies of leading intranets.
Webinar - Microsoft Windows 10 for Nonprofits and Libraries - 2015-08-27TechSoup
Visit http://www.techsoup.org for donated technology for nonprofits and libraries!
Windows 10 is the latest operating system from Microsoft and includes a whole range of exciting new features that include Edge, the new, secure web browser; virtual desktops for managing multiple workspaces; and Cortana, your virtual personal assistant.
In this free webinar, Microsoft's Anthony Kinsey shows you the operating system, highlighting features for your organization along the way. TechSoup staff shares the ins and outs of upgrading based on your existing operating systems, which include totally free and low-fee options specifically for nonprofits, churches, and public libraries.
SharePoint 2010 introduced the Managed Metadata service which provides organisations with the ability to manage and deploy metadata across the enterprise. During this session we will step through the evolution of metadata within SharePoint and explore what the future holds for managing metadata in a large enterprise.
Metadata Matters Eliminating Manual Tagging in AllRegs by Ellie MaeConcept Searching, Inc
AllRegs by Ellie Mae is the leading information publisher for the mortgage industry, and wanted to improve findability and search for its mortgage lending content library, AllRegs Online. Join us for this very interesting webinar with Lynn Richmond, Product Manager for AllRegs by Ellie Mae, as we look at the benefits of metadata management, standardization, and auto-classification of content to taxonomies.
With a content library spanning every aspect of the mortgage industry – literally hundreds of thousands of documents – rarely a day goes by without the majority of mortgage professionals visiting the AllRegs by Ellie Mae website.
The company sought to leverage advanced technology to continue to bring its customers a world-class library of mortgage lending research and reference content. The challenge was the tagging of content manually, by the internal publishers. As with all manual tagging, inconsistencies existed.
conceptClassifier was selected because of its ability to automatically generate compound term metadata, as well as tight integration with FAST Search. The result was the elimination of end user tagging.
If your organization is thinking about adopting a new approach to metadata tagging, this webinar is for you.
Join the webinar to:
• Understand the reasons AllRegs by Ellie Mae needed to update its technology
• Learn best practices and approaches that enabled the successful deployment of the solution
• Hear about ease-of-use, rapid implementation, and features designed for Subject Matter Experts
• Watch a demo and see how the solution works
• Discover the benefits realized
Don't Leave Data Behind: Integration Strategies for On-premise and Cloud Solu...Perficient, Inc.
As the SaaS application market matures, IT organizations are adopting a cloud integration strategy around hybrid environments that focuses on combining cloud and on-premise solutions to house data, augment internal capacity and increase business agility.
Join Perficient and Informatica for a webinar focusing on key issues and opportunities surrounding hybrid IT models, including:
Managing a data environment that is both in the cloud and on-premise
Keeping information in sync and current to influence better business decisions
Examples of successful, company-adopted hybrid architecture models for maximum ROI and agility
Use case examples with Salesforce.com and RedShift (Amazon web services)
Demonstration of Informatica Cloud Integration
What You Need to Know Before Upgrading to SharePoint 2013Perficient, Inc.
Ready to join the SharePoint 2013 revolution but not sure what is involved? Are you in the middle of a migration that is behind schedule? This presentation walks you through general guidelines and common pitfalls to avoid so your transition to SharePoint 2013 will be successful.
Speaker Suzanne George discusses tips and tricks to ensure a successful SharePoint 2013 implementation and describe common mistakes that organizations make during the transition.
Whether you are in the middle of migrating to SharePoint 2013 or you are just thinking about implementation, this session will give you tools that will help you successfully deploy SharePoint within your organization.
Presenter Suzanne George, MCTS, is a Senior Technical Architect a Perficient. She has developed, administered, and architected website applications since 1995 and has worked with top 100 companies such as Netscape, AOL, Sun Microsystems, and Verio. Her experience includes custom applications and SharePoint integration with applications such as ESRI, Deltek Accounting Software, and SAP. Suzanne sits on the MSL IT Manager Advisory Council, was a contributing author for SharePoint 2010 Administrators and presents at SharePoint Saturdays around the country.
How Your Document Habits are Destroying Productivity Nitro, Inc.
Nitro's Director of Product, Sam Thorpe, delivered a webinar the that addresses the opportunities for productivity being missed in many business organizations. These are the slides from the presentation, and you can view the webinar on-demand here: http://bit.ly/1ebWhL7
Planning and Preparing for Windows Server 2003 End-of-LifePerficient, Inc.
Windows Server 2003 reaches “end-of-life” in mid-2015, and Microsoft will no longer provide patches or security updates for the operating system. Given the rate at which new security threats are introduced, it is extremely dangerous to run production services on a platform that has reached end of support.
If you are still running Windows Server 2003, you aren’t alone. For organizations considering a migration, now is the time to start a thorough analysis of each Windows Server 2003 system, including the native and third-party software workloads.
Experts from Perficient, AppZero and Cisco discussed the options and paths available when moving off Windows Server 2003, including:
-Virtualization Hyper-V on Cisco UCS
-Transitioning to a cloud model – private, public and hybrid
-What AppZero can do for your migrations
-Capabilities and benefits of Windows Server 2012
The most important thing is to get started now! Without proper analysis and migration planning, IT departments will find themselves lacking the time to move mission-critical applications to a supported operating system.
In this presentation, Perficient leverages its extensive SharePoint user experience design, customization, and implementation expertise to guide you in understanding the criticality of SharePoint user experience (UX) in driving user adoption, and to provide you with user experience best practices in the areas of information architecture and visual design, technical configuration and customization, and user experience server deployments.
This document covers two presentations on
SharePoint as an Enterprise Platform
1. SharePoint Strategic Implementation Planning: Content, Taxonomy & Governance
2. SharePoint Platform Architecture: Defining Inputs, Outputs and Accountability
Drive Smarter Decisions with Big Data Using Complex Event ProcessingPerficient, Inc.
This webinar described what CEP is and how it has been deployed in several client organizations to provide more agile, cost-effective and real-time integration across multiple data stores including:
Analysis of large amounts of complex, unstructured and semi-structured data
Harnessing the power big data, social/mobile data stores and BI projects for real-time decision making
Predicting events before they happen based on patterns and rules
Document Capture in the Evolving Mobile WorkforceJoel Oleson
Discuss the top industry challenges and key solutions to enterprise content management (ECM). We’ll dig into difficulties and provide new solutions with document capture/scanning and OCR directly in SharePoint and Office 365. After discussing industry challenges, announcements and best practices, we’ll dive into a mobile app that will address common ECM challenges. The timeliness of solutions that address changes to business processes based on the evolving mobile workforce make this one webinar you do not want to miss!
What Open Source Is and How Your Nonprofit Can BenefitTechSoup
Open source software allows anyone to freely read, study, modify and redistribute a software’s source code with little restriction other than that free access is maintained. For a nonprofit, open source represents a fantastic opportunity to tap into some of the best technology out there, to engage with entirely new allies, and to reduce long-term technology costs for an organization.
Join the Case Foundation’s VP of Interactive Strategies, John Jones, for a webinar where he will cover the following topics:
- Discuss what open source is
- How some nonprofits have been able to employ it to advance their work
- How you may apply those lessons to your own organization
- In addition, John will share some of the open source work the Case Foundation has been leading, which will include a demo of an open source project the Case Foundation has released.
Worldwide Intranet Challenge - Intranet end user behavior Sept 2013Deloitte Australia
Presentation about the latest intranet trends based on research from the Worldwide Intranet Challenge (WIC). Also includes three case studies of leading intranets.
Webinar - Microsoft Windows 10 for Nonprofits and Libraries - 2015-08-27TechSoup
Visit http://www.techsoup.org for donated technology for nonprofits and libraries!
Windows 10 is the latest operating system from Microsoft and includes a whole range of exciting new features that include Edge, the new, secure web browser; virtual desktops for managing multiple workspaces; and Cortana, your virtual personal assistant.
In this free webinar, Microsoft's Anthony Kinsey shows you the operating system, highlighting features for your organization along the way. TechSoup staff shares the ins and outs of upgrading based on your existing operating systems, which include totally free and low-fee options specifically for nonprofits, churches, and public libraries.
Choosing Public vs. Private vs. Hybrid Cloud ComputingSkytap Cloud
Choosing Public vs. Private vs. Hybrid Cloud Computing, presented by Brett Goodwin, VP Marketing & Business Development at Skytap, Inc. at CAMP IT, 4.5.2013.
How To Leverage Cloud Computing for Business & Operational Benefit - CAMP ITSkytap Cloud
CAMP IT Presentation by Brett Goodwin, VP Marketing & Business Development at Skytap, Inc. Presented 2.22.2013. Focus: How To Leverage Cloud Computing for Business & Operational Benefit
Loras College 2014 Business Analytics Symposium | Aaron Lanzen: Creating Busi...Cartegraph
Cisco Services is providing a behind-the-scenes perspective of its decision management and smart analytics programs. Success for Cisco is more than the technology or any one project. It's a mix of art, philosophy and technology that allows analytics to keep adding value to the business. You will hear how the program has evolved over the last 6 years and will explore different levels of smart analytics. Along the way, you will hear how the team grew a simple idea into a patent-pending resource allocation model.
For more information on the Loras College 2014 Business Analytics Symposium, the Loras College MBA in Business Analytics or the Loras College Business Analytics Certificate visit www.loras.edu/mba or www.loras.edu/bigdata.
The last 18+ months have proven to be like no other time in modern history, and it has had a profound effect on the supply chain in the manufacturing industry. This disruption has meant many restless nights worrying about supply chains, workforce agility, capacity planning, resource allocation, and much more for manufacturers. Manufacturers have realized that better planning and preparedness are crucial to adapting to the rapid changes in demand seen in today's current climate.
In this webinar, you will learn how to address these challenges head-on as we discuss how your organization can become more agile and scale to your specific business requirements and how Cloud ERP systems can support better planning and preparedness for what's next.
________________________________________
About The Presenter
Steve Canter - Director of Global Service Delivery
Steve Canter has over 25 years of experience in the information technology industry. Steve has been responsible for delivering solutions to many medium-sized and large companies in a variety of industries as a consultant and project manager. Steve also brings a unique perspective to SmartERP, having spent over ten years as the CIO for a manufacturing and distribution company. During that period, he also helped shape product and customer service strategy at Microsoft and Oracle as a member of several customer advisory boards.
If businesses want to remain competitive in the digital age, they must increase efficiency with technology wherever possible! Microsoft Office 365 has everything you need to increase efficiency and more.
Gartner predicts that by 2026, 75% of organizations will adopt a digital transformation model predicated on cloud as the fundamental underlying platform. It is clear that cloud is here to stay and will continue to be top of mind for organizations of all sizes for years to come. To have a successful cloud strategy, not only is it important to know how other organizations are successfully migrating their architecture, but also how they are handling operations once they make the switch.
However, moving to and operating in the cloud successfully is not as easy as purchasing some public cloud credits and calling it a day. There are many common challenges that organizations face as they move to be cloud-first. By understanding more about these challenges, organizations can avoid expensive consequences.
Join this session to learn about:
Top trends in cloud migration and computingCommon challenges that organizations face as they move to a cloud-first approachConsequences that organizations face when they mishandle cloud adoption
Turbo-charging Your Organization's Productivity with Enterprise Socialtibbr
Tieto — the largest Nordic IT-services company — went looking for ways to connect its global workforce, systems and partners, while eliminating communication silos. Tieto sought to increase knowledge-sharing among its 16,000 employees and increase productivity by five percent. In this webinar, you'll learn why Tieto decided to deploy tibbr as an enterprise social layer, what challenges they faced during the roll-out, and the excellent results they achieved. Presented by Ilkka Malva, Community Manager, Tieto CIO Office.
In this webinar, you'll learn how even a large organization like Tieto successfully deployed tibbr as a social layer across all their systems and mobile devices and used tibbr to do the following:
-Onboard new employees
-Extend conversations and crowdsource solutions
-Improve efficiency by reusing the knowledge shared on the network
ADV Slides: What Happened of Note in 1H 2020 in Enterprise Advanced AnalyticsDATAVERSITY
Reassessing the information management marketplace for your enterprise direction on an annual basis is too infrequent. The technology is changing too fast. Data and analytic maturity levels rapidly evolve. What is advanced today may be entry-level in two years. Let’s look at the high points for 1H 2020 in information management developments and how that may change what you are doing now. This can also be a strong data point for preparing 2021 budgets.
The Keys To A Successful Identity And Access Management Program: How Does You...Dell World
The way you implement Identity and Access Management (IAM) can make or break your security and compliance strategies. Based on Dell’s experience helping customers deploy IAM properly, we have identified common themes that run through these successful projects. In this session, one of Dell’s IAM experts will present a maturity model that will help you gauge the correct place to start your deployment, highlight the course corrections that may be necessary, and help you determine the path to IAM that’s right for you.
A presentation in which we explore the influences pushing cloud adoption, potential barriers to adoption, how to overcome these, SharePoint in the cloud, and what the road map to the cloud might look like.
Best Practices for Implementing Data Loss Prevention (DLP)Sarfaraz Chougule
Vast amounts of your organization's sensitive data are accessible, stored, and used by authorized employees and partners on a host of devices and servers. Protecting that data where ever it is stored or travels is a top priority.
3. IamLUG 2013
2
What We’ll Cover …
• Who we are
• Business Problem Identification
• Call to Action
• Vendor Selection
• Integration Issues
• Problems Solved
• Customer Status
• Lessons Learned
• Questions
4. IamLUG 2013
Who we are
3
Arif Jaffer, Vice President of Sales, DLI.tools Inc.
Developers of DOCOVA ECM
@arifmjaffer
Mobile: 905 818 2744
Office: 289 374 0045 x247
Email: arif_jaffer@dlitools.com
Daniel Lieber, President, Innovative Ideas Unlimited, Inc.
Developers of Records Manager Express and IIUI Migration tools
@danlieber
Mobile: 617 510 0460
Office: 781 246 0370 x202
Email: dlieber@iiui.com
5. IamLUG 2013
4
The Customer
• Customer is an Ontario based Electric Utility Company
Serves large geographic area including major cities and
surrounding suburbs and farms (85,425 customers)
Interacts regularly with other Ontario utilities and US utilities
Responsible for distribution of electricity and
servicing/maintenance of power line infrastructure
Management services company providing management and
logistics support to local government and oversight boards.
Mission: “To provide safe and reliable hydro and water at just
and reasonable rates”
• Stated Need: Compliance with Document Management
6. IamLUG 2013
5
What We’ll Cover …
• Who we are
• Business Problem Identification
• Call to Action
• Vendor Selection
• Integration Issues
• Problems Solved
• Customer Status
• Lessons Learned
• Questions
7. IamLUG 2013
Industry Issues in the Utility Sector
• Formal records control is necessity
• Systems must be adaptive and flexible
• Avoidance of financial and regulatory risks for
documents and records
Collection
Retention
Versioning
Destruction
• For example, the destruction of records too early can
lead to regulatory fines and compliance issues; retaining
records longer than required inserts preventable risks
into any disclosure or discovery request.
6
8. IamLUG 2013
Why did they contact us?
Risk mitigation and better compliance enforcement for
corporate documents and records success at other Ontario
utilities
Referred to DOCOVA+RME by existing utility customer
Reminder: Never underestimate the value of a happy
customer!
7
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8
Customer Initially Identified Business Problems
Inefficient approach to document and records management
Versioning
Use of transitory and official documents/records
Existing “Email is a Document Management Strategy”
Cultural Mindset
Unacceptable compliance risks
Inconsistent information management rules, standards and
policies
Improve Collaboration/Knowledge Capture
Generational change of workforce is imminent
Project Management Office
Needs effective, easy to use project management solution
10. IamLUG 2013
9
What We’ll Cover …
• Who we are
• Business Problem Identification
• Call to Action
• Vendor Selection
• Integration Issues
• Problems Solved
• Customer Status
• Lessons Learned
• Questions
11. IamLUG 2013
10
Call to action
• Document Management/Records Management
Necessary, but was not considered a “burning need”
Would require a great deal of support throughout the
enterprise
Might require board approval
Could become extremely urgent, without notice, if specific
compliance failure was identified
• Project Management
PMO office was already looking at Microsoft SharePoint/Project
Impacted Document Management solution since projects
produce lots of documents
Projects were actively being setup and conducted
12. IamLUG 2013
Competition: Let’s Talk about SharePoint
• Customer already owned basic licenses of MS
SharePoint
• Customer already owned licenses to MS Project
• PMO already had sandbox implementation of MS
Office360
11
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AIIM: Industry Paper on SharePoint
• The SharePoint Puzzle – adding the missing pieces
• http://www.aiim.org/Research-and-
Publications/Research/Industry-Watch/SharePoint-2012
• “Swiss army knife of corporate IT departments, promising
collaboration, team and project management, electronic content
management (ECM), intranets and portals, records management,
and more - straight out-of-the-box, and with over 70% of
organizations having deployed SharePoint in some form”
• “Many would argue that the sheer volume of 3rd party add-ons
highlight that SharePoint is nothing more than a Swiss army knife:
a platform that requires users to plug-in “industry-strength” tools
from external suppliers in order to achieve the performance,
functionality and robustness required.”
12
16. IamLUG 2013
15
What We’ll Cover …
• Who we are
• Business Problem Identification
• Call to Action
• Vendor Selection
• Integration Issues
• Problems Solved
• Customer Status
• Lessons Learned
• Questions
17. IamLUG 2013
Choosing the Project Management solution
• Needed to be on the IBM stack
• Needed to sufficiently different from MS Project
• Needed to have cloud, social, mobile as part of it’s
message to coincide with the existing solution set of
DOCOVA and RME
• Needed to be designed to utilize a file store outside of
the application
• Multiple Products/Vendors considered…
16
18. IamLUG 2013
Choosing the Project Management solution
• Needed to be on the IBM stack
• Needed to sufficiently different from MS Project
• Needed to have cloud, social, mobile as part of it’s
message to coincide with the existing solution set of
DOCOVA and RME
• Needed to be designed to utilize a file store outside of
the application
• Recommended: ProjectExec
17
19. IamLUG 2013
Solution Set and Sales Support
• IBM-based Solution Set Included
DOCOVA – Sold and supported by DLI.tools
IIUI Records Manager Express – Sold and supported by IIUI
DOCOVA.net – Hosted by Prominic.net
ProjExec – Sold and supported by Trilog Group
IBM Connections – Sold and supported by Castlebreck with
help from IBM
18
20. IamLUG 2013
Urgency! (e.g. How to make us work harder and faster)
• Customer selects informally our solution set but
determines there is an urgent need
Must Deploy Now!!!
• The PMO office needs to begin collaborating with a
group of outside contractors
Do not want to use the Microsoft Office360 instance since it
would require training
• Solution: DOCOVA.net about to be launched
First customer to use DOCOVA on our public cloud
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21. IamLUG 2013
Cloud Options
• Public – Start here to deploy quickly
DOCOVA.net available now
• Private – Somewhat likely to go here eventually
Can work with Prominic.net or other cloud providers
• Hybrid – Very likely to go here eventually
Allows for very flexible movement of content
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22. IamLUG 2013
Purchase
• Purchased and deployed IBM Connections for ProjExec
• Purchased DOCOVA On-premises and Cloud
• Purchased Records Manager Express
• Decided to trial ProjExec to ensure PMO office
acceptance
PMO office still liked what Microsoft Project could do
Did not know if the entire company should have licenses of
ProjExec
Needed time to absorb what it meant to be a social organization
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23. IamLUG 2013
22
What We’ll Cover …
• Who we are
• Business Problem Identification
• Call to Action
• Vendor Selection
• Integration Issues
• Problems Solved
• Customer Status
• Lessons Learned
• Questions
24. IamLUG 2013
Integration – DOCOVA and IIUI Records Manager Express
• Proven integration
Notes Browser Plugin
XPages
• Native to DOCOVA
• Rules-based records declaration
No user interaction required!
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25. IamLUG 2013
Integration – DOCOVA and Prominic.net
• DOCOVA.net
Public cloud instances
Fast, easy sign-up and deployment
No commitment required
• Other cloud deployment models available
Private
Hybrid
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26. IamLUG 2013
Integration – DOCOVA and Castlebreck
• Developed an Open Social Gadget between IBM
Connections and DOCOVA
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27. IamLUG 2013
Integration – DOCOVA and Castlebreck
• Developed an Open Social Gadget between IBM
Connections and DOCOVA
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28. IamLUG 2013
Integration – DOCOVA and Castlebreck
• Developed an Open Social Gadget between IBM
Connections and DOCOVA
27
29. IamLUG 2013
Integration – Trilog ProjExec and IBM Connections
• ProjExec and Connections
Social Project Management Add-on for IBM Connections
Existing/Proven
Award-winning
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30. IamLUG 2013
Integration – Keys to Success
• Partners working in harmony results in customer benefit
• Partners who recognize each other’s strengths and
complimentary skills
• Reciprocal benefits
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31. IamLUG 2013
30
What We’ll Cover …
• Who we are
• Business Problem Identification
• Call to Action
• Vendor Selection
• Integration Issues
• Problems Solved
• Customer Status
• Lessons Learned
• Questions
33. IamLUG 2013
32
What We’ll Cover …
• Who we are
• Business Problem Identification
• Call to Action
• Vendor Selection
• Integration Issues
• Problems Solved
• Customer Status
• Lessons Learned
• Questions
34. IamLUG 2013
Where Customer is today…
• Deployments Completed
ProjExec
IBM Connections
DOCOVA.net
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35. IamLUG 2013
Where Customer is today…
• Deployments Completed
ProjExec
IBM Connections
DOCOVA.net
• Deployments In Progress…
On premises DOCOVA
IIUI Records Manager Express
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36. IamLUG 2013
Where Customer is today…
• Deployments Completed
ProjExec
IBM Connections
DOCOVA.net
• Deployments In Progress…
On premises DOCOVA
IIUI RME
• Business results
Happy Project Management users
Improved Processes
35
37. IamLUG 2013
Customer Future…
• Grow deployments
Connections adoption and utilization by all users
Project Management usage and valid data
Compliance concerns addressed
Consistent business process improvements
• Model for other utilities
Regional consolidation in progress
Business processes are streamlined
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38. IamLUG 2013
37
What We’ll Cover …
• Who we are
• Business Problem Identification
• Call to Action
• Vendor Selection
• Integration Issues
• Problems Solved
• Customer Status
• Lessons Learned
• Questions
39. IamLUG 2013
Take-aways (Things to learn from)
• Understand your Problems
Identify Stakeholders
Manage Expectations
• Great Solutions = Great Results
• Right Partners = Great Results
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40. IamLUG 2013
Take-aways (Things to learn from)
• Understand your Problems
Identify Stakeholders
Manage Expectations
• Great Solutions = Great Results
• Right Partners = Great Results
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41. IamLUG 2013
40
Resources
• www.docova.com
Main DOCOVA site
• iiui.com
Records Management and Migration tools
• triloggroup.com
ProjExec Project Management
• prominic.net
Hosting provider
• castlebreck.com
Ontario-based services provider
• aiim.org
ECM industry community
42. IamLUG 2013
41
What We’ll Cover …
• Who we are
• Business Problem Identification
• Call to Action
• Vendor Selection
• Integration Issues
• Problems Solved
• Customer Status
• Lessons Learned
• Questions
43. IamLUG 2013
42
Follow Up
How to contact us:
Arif Jaffer, arif_jaffer@dlitools.com
Daniel Lieber, dlieber@iiui.com
