Peter Ward presented on June 12th, 2008 about automating collaboration and document workflows using technologies like SharePoint and encryption. Key topics included the costs of paper-based processes, document scanning and management, electronic signatures, online forms and timesheets, and encrypting documents for security and compliance. SharePoint supports automated workflows for common business processes and integrating with Office applications. Encrypting documents with Microsoft Rights Management protects sensitive information from unauthorized access.

1. Presented By: Peter Ward June 12th, 2008 Collaboration User Acceptance Workflow Design Automation Processes Electronic Signature Timesheets Encryption

2. Thank you for attending this web X The conference call dial in will be put on mute for the presentation Q&A – We will have time at the end of the presentation for questions A copy of the presentation is on my blog: www.wardpeter.com

3. The true costs of paper- The paper chase Document automation- scanning documents Life cycle record management Workflow, electronic signatures, protecting the document On line forms Time sheets Document Encryption- Rights Information Management Session Review

4. The true costs of paper- The paper chase Lost productivity and competitiveness Time wasted searching for relevant content , data and people Number of sources exploding- fax, other co workers Privacy concerns with print outs on printer, desk Impacts non busy time- expense forms, on boarding processes. Slow responsiveness to business and user needs Retrieved information accumulates on people’s desks Disjoined information on different people’s desks Out-of-date information Information and knowledge is kept in silos Inefficiencies and lost productivity caused by asynchronous and out-of-context communication In short unproductive and there must be a better way of doing things

5. Key Technologies SharePoint Workflow Fax Scanning Functions Order processing Expense forms

6. Department Expense Claims Vacation Request Monthly Report News Release Hiring Request (Web) Interview Process Hiring/Intake Process “ On-Exit” Process Helpdesk Process Financial Planning Proposal/Sales Process Contract Approval Localization / Globalization Corporate Content Management/Approval Order Fulfillment Inventory Management Logistics Wills / Estates / Incorporations Quotation & Contract Costing Exploration & Appraisal Check Request Approval Real Estate Buy/Sell Collections Internal Audit Purchase Orders Pharmaceutical Trial Enterprise Quality Management Resource Planning Procurement & subcontracts Initial Public Offering Enrollment & Administration ISO 9000/9001 Control Safety & Regulation Control Cataloging & Distribution Product Engineering Claims Processing Facilities Management Bill Consolidation & Control Succession Planning Inter - Enterprise Press Release Drug Discovery Treasury / Cash Management Supply Chain Management Customer Acquisition Mergers and Acquisition Trade Show Process Airline Operation Maintenance Contract Risk Mitigation Harmonized Tariff Scheduling Federal Audit Control Cataloging & Distribution Advertising Collection & Control

7. Doc centric workflow- Integration with Office, Outlook, GP Part of the Windows workflow foundation Ideal Not Idea SharePoint Line of Business System Integration Complex Human Workflow Bus Activity Monitoring Collaborative Document Workflow Business 2 Business Dynamically Changing Workflow

8. Out of the box Browser based SharePoint Designer Replacement to FrontPage Can handle more complex workflows 3 rd Party products K2 Little custom code Rapid deployment

9. Governance and regulation Features: Expiration You can expire certain content on a particular date. Auditing Log events performed on documents. Labeling Associate a label of information with a type of document. Barcode Track physical copies of documents by inserting a unique barcode value into the document.

10. SharePoint InfoPath Web based Custom Examples: Time sheets Business cards On boarding

11. Microsoft Rights Management Server Part of Windows Server 2003 Works with Active Directory Encrypts documents Why encrypt documents? U.S. companies lost $133 billion as a result of proprietary information theft in 2005, up from $59 billion in 2002. CSI/FBI 2005 Computer Crime and Security Survey None of the legacy security technologies solves the specific problem posed by unstructured data. CIO/Insight Enterprise rights management will become the default approach used by organizations to managing access control policies and security for data at rest and in transit. Gartner Group

12. SharePoint has a self service model which captures the ‘lose’ information within the enterprise. Ask yourself ‘Where do you see the productivity gains, with the paperless office ?’ More time on the phone with clients More billable work? Less busy activity This is a major win to take your organization to the next level.

13. Peter Ward Business Collaboration Manager E: [email_address] P: 212-502-3937 W: www.InterDynAKA.com B: www.wardpeter.com