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Putting Content in Context: Getting Information into SharePoint for Content Management
The document discusses information management strategies using SharePoint and highlights the roles of Gimmal and Kofax in enhancing content management. It emphasizes the importance of connecting people, processes, and technology for effective content capture and management in business environments. The need for a centralized approach to information governance and operational efficiency is also outlined.
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Putting Content in Context: Getting Information into SharePoint for Content Management
- 1. Putting Content inContext: April 17 2013 Getting Information into SharePoint for Content Management
- 2. Information Management forEveryone Presenters Dave Martin | VP Product Marketing & Microsoft Alliance, Gimmal Dean Misenhimer | Sr. Director, Product Marketing, Kofax
- 3. Information Management forEveryone About Gimmal & Kofax SharePoint 2013 Certified 1st partner on App Store for SharePoint 2013 Business Critical SharePoint Partner Content ManagementPartner of the Year Finalist Headquarters: Irvine,CA Employees: 1,200+globally Partners: 800+ globally Our Mission To dramaticallytransform andsimplify the businesscriticalFirst Mile™ of customer interactions Market Leader Leader, Dynamic Case Management Wave Leader, MultichannelCapture Wave #1 Enterprise Capture Source: ForresterResearch,HarveySpencerAssociates
- 4. Information Management forEveryone Think Information Management When you are thinking SharePoint … Think… “Big Picture”
- 5. Information Management forEveryone What is Information Management? …a STRATEGY Information Management is… CONTENT CONTENT ProcessPeople Technology
- 6. Information Management forEveryone But we haven’t executed on this strategy…
- 7. Information Management forEveryone How Do We Execute On This Strategy? Information Infrastructure Centralized Management Capture, BPM Search & eDiscovery ECM, Records, Compliance Archival/ Storage Management @ We design and deploy a SOLUTION Compliant Litigation Ready Optimized Storage Ease of Use Adoption Search & Access Trusted Relevant Timely Automated
- 8. Information Management forEveryone What we need is something that ties together the people, processes and technology in your ecosystem…
- 9. Information Management forEveryone is a… platform to meet our specific requirements. Whether we’ve come to grips with it or not, SharePoint is a platform, and we take platforms and extendand enhance them
- 10. Information Management forEveryone SharePoint is a popular platform… Sources: “State of the ECM Industry 2011,” AIIM, July 2012; “Microsoft SharePoint Conference 2012,” Microsoft, November 12, 2011 USERS CUSTOMERS ACTIVELY using
- 11. Information Management forEveryone So what are we using SharePoint for? 0% 10% 20% 30% 40% 50% 60% Internal collaboration File-share replacement Web portal/intranet Live document/content management Project Management Document archiving/records management External collaboration Business Process Management (BPM) Public web management No choice/Company-wide rollout Don't know / Other What were your two main reasons for implementing SharePoint? N=315 ACCESS AIIMResearch (July31, 2012) Management Why is this happening? Access to corporate content and the ability to “share” that content
- 12. Information Management forEveryone The Information Management Ideal Centralized Management Access & Governance Unified Policy Connecting to business systems legacy repositories & managing content “In-Place” Discovery & Long-term Preservation Traditional ECM System Legacy Records System File Shares/ System When a document is captured andenters the company it is managed immediately.
- 13. Information Management forEveryone How is this mass of content getting in? Documents enterthe organization. They can be a contract,form,fax, invoice,etc. They canbe paper and/or electronic. The document is then captured,either as an electronic document or scannedfrompaper to electronic andgiven context. There are numerous content destinations: collaborationsolutions ERPsystems File Systems Email systems Longterm physical storage. Verification?
- 14. Information Management forEveryone Consider the end-user Users are comfortable in certain environments and are ofteninvolvedin Role- based Actions & Process Automation Organizations look to leverage content by connectingit (and people) to business processes & workflows CreatingInteraction betweenApplications & Connecting Disparate Silos of Information And doing all of this without affecting the userexperience This is the Business Critical First Mile
- 15. Information Management forEveryone
- 16. Information Management forEveryone Kofax Makes the First Mile™ of Business Smarter ERP / CRM / LOB SharePoint & Records Mgmt. ECM, Databases & Other Archives IT & Telecom Infrastructure Systems of Record enterprise applications designedforinternal purposes Kofax Smart Process Applications provide and essential linkbetween systemsof engagementand systems of record. Results in an Optimized Customer Experience & Greatly Reduced Operating Costs Systems of Engagement Generate real time, informationintensive communicationsfrom customers Faxes Digital Scanners MFPs / MFDs Paper Mobile Devices Emails XML / EDI Data Streams MS Office / PDF TIFF / JPEG Files Portals
- 17. Information Management forEveryone Connecting the First Mile™ of Business The First Mile™ is about transforming and simplifying customer interaction and providing an essential connection to the customer Kofax achieves this by combining our market leading technologies to provide “smart process applications.” Capture Case management/BPM Analytics Mobile capabilities Smart process applications enable you to realize benefits in a timely and cost effective manner They minimize the need to modify existing enterprise applications, business processes, and repositories
- 18. Information Management forEveryone SharePoint is a platform… For Information Management
- 19. Information Management forEveryone How it Works… CUSTOMER SERVICE Correspondence New accounts Address changes Service requests Inquiries SALES New orders Contracts Proposals Forecasts CORPORATE Correspondence Litigation Contracts Regulatory Documents HR Application forms Resumes/CVs Benefits forms Healthcare forms FINANCIALS Invoices Cash receipts Tax documents Proofs of delivery Expense accounts AND… Insurance claims Loan applications Accident reports Patient records Policies Proofs of residence Information Arrives in Many Forms XML Email Mail Fax Web MMS SMS FoIP Through Many Different Channels
- 20. Information Management forEveryone Point of Origination™: Extending Systems & Processes Systems & Processes Production scanners Kofax Front Office Server MFPs FAX Electronic Desktop scanners & web portals Smart phones & tablets Point of Origination Kofax Capture Kofax Web Capture Kofax Mobile Capture
- 21. Information Management forEveryone Touchless Processing – A Simple Example
- 22. Information Management forEveryone Capture In-Process for Better Customer Engagement Single End-to-End Business Process Customer • “Act and Interact” in real time • Respond to issues encountered in the business process • Provide end-to-end visibility for employees & customers • Accelerate the overall process • Ensure positive customer engagement & satisfaction Capture Sub-Process Capture Sub-Process PartnerCustomer Engagement Engagement
- 23. Information Management forEveryone DEMONSTRATION We’ve gone mobile…
- 24. Information Management forEveryone Sequenceof Events 1. Send an email containinga hyperlink to the mobile captureapp 2. Automaticallylaunch the app 3. Capture the documentusing the camera on the device 4. Run KofaxVRS on the device to enhance, perfect and optimize the image 5. Submit the image for processinglike any other captureddocument www.mobilecapture.com
- 25. Information Management forEveryone Some things to think about…
- 26. Information Management forEveryone The real “Cost Center” Human Resources Legal Dept. Records/Compliance Finance ECM RM System ERP/CRM System Storage/Archive Over the years we’ve been deploying departmentally Deploying in departmental silos has meant multiple duplicate systems Ideally we’re looking to reduce redundancy and provide centralized management
- 27. Information Management forEveryoneInformation Management for Everyone What is the most important thing to know when deploying or migrating to SharePoint? KNOW YOUR CONTENT!!! DeleteActive Inactive
- 28. Information Management forEveryone Imagine if you could…
- 29. Information Management forEveryone People Leverage streamlined systems where end-users can exists in the UI of their choice Centralize administration to make the most of human resources and reduce training costs Automate functions to reduce the burden on users and the risk of human error
- 30. Information Management forEveryone Connect systems and drive efficiencies – reducing the time & cost spent through process optimization Leverage multiple data sources and gain more value from new and old content Provide unified policy management for improved compliance and control of content Process
- 31. Information Management forEveryone Consolidate numerous content systems for reduced infrastructure costs and centralized management Provide integrated business systems to better leverage data and further mitigate organization risk Technology
- 32. Information Management forEveryone ERP-Link Suite A Common PlatformforSAP and SharePoint Information Governance Suite Content Consistency and Lifecycle control Compliance Suite DoD 5015.2 Certified Records Management forSharePoint Unified Records Management ForElectronic and Physical Records Gimmal solutions Providing Information Management for Everyone Bringing People, Process & Technology Together
- 33. Information Management forEveryone Powerful Enterprise Integration with Microsoft • Capture and deliver all information types into Microsoft SharePointand Office 365 • Manage and automate case management and end to end business processes in SharePoint • Extend capabilitiesof Dynamics CRM to support BPM and Dynamic Case Management(DCM) solutions • Deliver BPM and DCM as a SaaS offering, leveraging Windows Azure • Use Lync communication for process and case management • Leverage Microsoft developer tools Making the First Mile™ of Business Smarter
- 34. Information Management forEveryone Questions
- 35. Information Management forEveryone Contact Dave Martin dave.martin@gimmal.com Dean Misenhimer dean.misenhimer@kofax.com @gimmalgroup | @dean_kofax Gimmal.com Kofax.com