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

1. How to build ECM on
Microsoft platform
Rastislav Hlavac
Sales Director

2. Introduction of GRADIENT Slovakia
 Microsoft Gold Cerified Partner, one of the TOP
ISV and Information Worker Partners in CEE
Key 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. References in banking

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. 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. Enterprise content management
Key areas
 Portals
 Document centric collaboration
 Web content management
 Document imaging and data capture
 Document and Record Management
 Business Process Management

7. ECM ARCHITECTURE
ON MICROSOFT PLATFORM

8. Architecture overview of ECM

9. ECM – DOCUMENT IMAGING
AND DATA CAPTURE
ON MICROSOFT PLATFORM

10. Description of client`s documentation
processing
 Centralized / Decentralized scanning
 Centralized recognition, correction/verification, export and archiving

11. GRADIENT Capture Suite modules
•GScan
•GBatchManager
•GRecognition Station
•GVerification Station

12. Fujitsu scanners
•fi-6230/6240

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. GBatchManager
• Download images from branches
• Monitoring of the processing
• Transfer batches to GRecognitionStation and GVerificationStation
• Export images and data to GArchive and BIS

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. GVerificationStation
• Easy user interface
• Extremely fast character level based correction
• All necessary validation controls included
• Validation parameters could be changed by bank itself

17. Signature verification against bank
SignDB

18. Duplicity visual control

19. Statistics from the processing

20. Controlled access – high security

21. ECM – DOCUMENT AND
RECORD MANAGEMENT
ON MICROSOFT PLATFORM

22. GArchive
enterprise document and record management system
fast searching of the documents through web interface
advanced security with integrated windows authentication

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 Services
Customization
Components Server API
GArchive Repository
(MS SQL 2008 or MS SQL 2005 databases, document content store)

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. 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. 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. GArchive – access rights
 Access rights to documents
 default
 individual
 Access rights to profiles
 Access rights to folders

28. GArchive Management Studio

29. PAYSCAN
AUTOMATED PROCESSING OF
PAYMENT DOCUMENTS

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. An example of a structured forms
optimized for ICR
Domestic multiply payment order
Domestic single payment order

32. Example of a non standard Payment form
• Payment forms printed from ERP software (SMB)

33. CREDITSCAN

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

36. GScan
 Automated/Manual indexing
 Integration with BIS for customer data/product data/etc.
 Validation of index data

37. Integration with FES

39. GArchive and SharePoint Integration

41. 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

42. BUSINESS PROCESS
MANAGEMENT – K2

43. 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
Blackpearl's 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.

45. HL Analysis
High 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

46. QuickKill
QuickKill
 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

47. QuickKill EndState
QuickKill 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

48. DPS3
Business 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

49. K2 – GArchive integration - tasklist

50. K2 – GArchive integration – task view

51. DPS4
Business 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.

52. Advantages of the K2 BP + GArchive
+ GRADIENT Capture Suite + MOSS
2010
• 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 Intesa
project, 35 Raiffeisen
• Minimal MD from bank staff needed

53. Questions and Discussion

54. GRADIENT SLOVAKIA, s.r.o.
Košická 56
821 08 Bratislava
Slovakia
Tel.: +421 (2) 555 615 17
+421 (2) 555 725 32
Fax.: +421 (2) 555 760 85
E-mail: gradient@gradient.sk
www.gradient.sk

55. Другие интересные материалы
по использованию SharePoint
смотрите на
SharePoint-Channel.com
а также в группе Фейсбук
SharePoint Ukraine