MOSS 2007 - ECM - PowerPoint PPT Presentation

Loading...

PPT – MOSS 2007 - ECM PowerPoint presentation | free to download - id: 4ddb4c-NThjZ



Loading


The Adobe Flash plugin is needed to view this content

Get the plugin now

View by Category
About This Presentation
Title:

MOSS 2007 - ECM

Description:

An introduction, overview & update of use Duncan Williams - Deltascheme 7th December 2010 Focusing on the Sites, Content, and Search segments in the SharePoint 2010 ... – PowerPoint PPT presentation

Number of Views:105
Avg rating:3.0/5.0
Slides: 52
Provided by: DuncanW
Learn more at: http://www.deltascheme.com
Category:
Tags: ecm | moss | digital | forensics

less

Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: MOSS 2007 - ECM


1
An introduction, overview update of use
  • Duncan Williams - Deltascheme
  • 7th December 2010

2
Presentation Agenda - Format Content
  • Introduction to Deltascheme
  • The SharePoint phenomenon
  • What's new in SharePoint 2010?
  • Current SharePoint 2010 projects
  • Areas to consider when implementing SharePoint?
  • The need for complementary 3rd party products
  • Questions and close

3
Introduction to Deltascheme
4
Deltaschemes DMS Experience- A Company Overview
  • UK company founded back in 1986
  • Privately owned limited company, no debt
  • Based in Marlow, Buckinghamshire
  • Specialist Systems Integrator Solutions
    Provider
  • ISO 9001 and TICK IT Certified
  • AIIM (content management association) Member
  • Company ethos and ethics....
  • Committed to quality and customer satisfaction
  • We want EVERY one of our customers to be
    referenceable

5
Deltaschemes DMS Experience Capability
  • Work with best of breed market leading products
  • Low risk, functional, open, scaleable, proven,
    value, etc.
  • Expertise in providing integrated solutions for
  • Our core product set is SharePoint only
  • Number of 3rd party products to enhance
    SharePoint
  • Kofax (Capture, etc.),Scinaptic (OnePlaceMail)
    Nintex, Adlib, Redax, K2 (Blackpearl) Active
    Navigation, Smart Logic, etc.
  • Microsoft Partner (Gold in Content Management)
  • Subject matter experts in the UK for EDRMS in
    SharePoint

6
Deltaschemes DMS Experience- What do we do?
  • Deliver effective and scalable document records
    management systems in SharePoint 2007 and 2010
  • Assist with the migration of archive content from
    file stores or existing document management
    systems
  • Provide integrated paper document capture
    solutions
  • Integrate SharePoint with other business
    applications
  • Upgrade SharePoint to the latest version (2010)
  • Implement business process automation solutions
  • Deliver applications and portals through
    SharePoint
  • Configure reporting business intelligence
    solutions

7
Deltaschemes DMS Experience - Sample Customers
(Active during the last 24 months)
Alico AIG Life Arts Council of Wales Aztec
Group Bedell Group Bestodeck Brent
Council Building Research Establishment British
Waterways Bupa Colorcon Corporation of
London easyJet First Response Forensic Science
Services GE Healthcare General Dynamics Greater
Manchester Fire Rescue Guildford Borough
Council Hale Accounting Hasbro Health Protection
Agency Health Professions Council Hewlett-Packard
Johnson Matthey Lafarge
Local Government Ombudsman Luton Borough
Council Man ERF Man Group Moog Engineering Moore
Stephens Miller Group Ministry of
Defence National Air Traffic Services Nottingham
University Ofgem Olympus Group Provident
Financial plc Rank Leisure Rentokil Richmond
Housing Royal Pharmaceutical Society Security
Industry Authority Scottish Funding
Councils States of Guernsey States of
Jersey Thames Valley Police Thames Valley
University Twining Company Ltd West of England
8
The SharePoint Phenomenon
9
Microsoft SharePoint - History and development
10
Microsoft SharePoint - History and development
11
Microsoft SharePoint - So what does 2010 offer?
  • Document Records Management (EDRM/ECM)
  • Life cycle management, versioning, book-out,
    Office integration,
    in situ records, security,
    classifications, file plans, etc.
  • Meets 80 of MoReq2, do you need the other 20?
  • Collaboration Knowledge Management
  • Tasks, calendars, notifications, discussion
    groups, blogs, wikis,
    project management, Outlook
    integration, etc. SharePoint Workspace (Groove)
  • Extranets, Intranets Internets
  • ECM, WCM, look feel, branding, navigation,
    search, etc.
  • Separate licence for the Internet (SharePoint
    Server for Internet Sites)
  • Business Intelligence
  • Performance Point, Reporting Services, Analysis
    Services . Server-based
    Excel spreadsheets and data visualization, Web
    Parts, KPIs/Dashboards, etc.
  • Business Connectivity Services (set of services
    and features for interfacing)
  • Business Process Management (workflow)
  • SharePoint Designer, Visual Studio, InfoPath.
    Event receivers, notifications, task lists, etc.

12
Whats new in SharePoint 2010?
Duncan Williams
13
Microsoft SharePoint - Top 10 New Features of 2010
  • Greater scalability distributed architecture.
  • Shared Service Providers dropped. Focus on
    multiple servers offering better resilience
    scalability.
  • Richer authoring and content creation tools.
  • Easier ways of entering content onto Web Pages
    less clicks no need to open Content Editor,
    rich text editor, etc. Greater mobile support and
    now more WC3 compliant.
  • Improved User Interface and Site Definitions.
  • New ribbon interface. Easier to find perform
    functions, customise. Silverlight - rich client
    experience.
  • Enterprise-wide Content Types.
  • Option of declaring a site collection as the
    Content Type Hub site. Can now create content
    types publish to other site collections
    sites. 07 each site required own content types.
  • Managed Metadata Service Metadata Navigation
    Settings.
  • Can create a corporate taxonomy apply terms to
    items. Can be applied to libraries lists used
    to filter lists. Users can add social tags that
    can be elevated to the corporate taxonomy
    (Folkonomy).
  • Office Client Integration and Office Web Apps.
  • Can open Office applications (including OneNote)
    in the web browser and perform rich client
    functions including co-authoring.

14
Microsoft SharePoint - Top 10 New Features of
2010
  • Document Sets Content Organizer.
  • Document Sets refers to creating special folders
    (like compound documents) where metadata can be
    applied to the Document Set and its document
    contents. Content Organizer works like Outlook
    Rules you can define how documents are filed
    away into libraries based on their content type
    and property values. This is also an improvement
    over the Records Routing list, used to file away
    records.
  • In-place Records Management.
  • Can now declare documents as records in situ
    i.e. without having to send to the Records
    Centre.
  • Distributed Record Centres.
  • Can now create multiple Records Centres with
    improved eDiscovery and filing tools. Before you
    were limited to sending to one Records Centre
    without customisations.
  • Enterprise Search (Fast Search for SharePoint
    Enterprise CAL).
  • Improved search including an architecture that
    supports FAST for high volume systems .

15
Current SharePoint 2010 Projects
16
Current SharePoint 2010 Projects- What is being
implemented and why?
1
  • Example SharePoint 2010 Project
  • Trust Management Company
  • Operate out of offices around Europe,
    approximately 200 staff
  • Use of SharePoint?
  • Corporate document records management system
    (plus collaboration)
  • Initial phase management of all client fund
    related documents
  • Subsequent phases to roll the system out across
    the organisation
  • Justification?
  • Productivity and efficiency (quick and easy to
    create, store and retrieve information)
  • Remote access to content (centralise storage
    security, business continuity, etc.)
  • Compliance (highly regulated industry)
  • 3rd Party products?
  • Outlook integration (OnePlaceMail)
  • PDF conversation for all published documents
    (Adlib)

17
Current SharePoint 2010 Projects- What is being
implemented and why?
2
  • Example SharePoint 2010 Project
  • UK Regulator
  • Several hundred staff operating out of one
    central office
  • Use of SharePoint?
  • Corporate document records management system
    (plus collaboration)
  • Initial phase management of all case related
    documents
  • Subsequent phases to roll the system out across
    the organisation
  • To use SharePoint as their corporate Business
    Intelligence solution
  • Justification?
  • Needed to replace Lotus Notes environment with a
    new system
  • Required a document repository for case related
    documents
  • Looking to implement a corporate EDRMS
    environment for governance
  • 3rd Party products?
  • Integrated document scanning (Kofax)

18
Current SharePoint 2010 Projects- What is being
implemented and why?
3
  • Example SharePoint 2010 Project (three)
  • Global Investment Company
  • 1,800 staff based in offices around the world
  • Use of SharePoint?
  • Corporate document records management system
    (plus collaboration)
  • Initial phase UK offices including Group Audit,
    Compliance, Admin Logistics, Finance, Legal,
    Sales Distribution, etc.
  • Subsequent phases to roll the system out across
    the world
  • Justification?
  • Merging two offices into one new smaller one. No
    room for all the paper records!
  • To support changes in working practices (no
    longer need to be next to your files)
  • 3rd Party products?
  • Integrated document scanning (Kofax)

19
Current SharePoint 2010 Projects- What is being
implemented and why?
4
  • Example SharePoint 2010 Project (four)
  • UK Chemicals Manufacturer
  • Part of a global group of companies
  • Use of SharePoint?
  • Corporate document records management system
    (plus collaboration)
  • Initial phase Production, Engineering, HR and
    Quality
  • Subsequent phases to include Finance (invoice
    processing with SAP)
  • Justification?
  • Highly regulated. Need to produce records on
    demand for auditors
  • Improve access to information, control, security
    and disaster recovery
  • 3rd Party products?
  • Integrated document scanning (Kofax)

20
Current SharePoint 2010 Projects- What is being
implemented and why?
5
  • Example SharePoint 2010 Project
  • UK Property Management Mining Company
  • Staff and offices around the UK
  • Use of SharePoint?
  • Corporate document records management system
    (plus collaboration)
  • Corporate Intranet
  • To be rolled out across the organisation
  • Justification?
  • Better control over corporate documentation
  • Improved accessibility
  • One repository for content rather than multiple
    silos
  • 3rd Party products?
  • Document process management (Nintex)
  • Email management (OnePlaceMail)

21
Microsoft SharePoint - Review of use...
28 - Case Management?
22
Microsoft SharePoint - Review of use...
  • SharePoint is being used as a departmental or
    corporate environment through which to deliver
    line-of-business systems.
  • HR - holiday requests, staff directory, new
    starter, appraisals, etc.
  • Finance - expenses, time sheets, purchase
    requisition, invoice approval, contracts
    management, supplier portals, etc.
  • Marketing - contact management, client portals,
    new product development, etc.
  • Corporate - committee minutes, room bookings,
    digital mail rooms, quality management and ISO
    accreditation, etc.
  • Other - legal case management, request for
    information (e.g. FoI) , new client/matter take
    on (AML), etc. student portals and placements
    management, forensics case management, etc.

23
Areas to Consider When Implementing SharePoint
2010
24
Implementing SharePoint - Areas to consider?
25
Implementing SharePoint - Consultancy methodology
26
The Need for Complementary 3rd Party Products?
27
Introduction to Kofax- The company and their
products
  • Kofax provide a very comprehensive suite of
    products
  • Kofax Capture - scan, index, archive
  • Kofax Transformation Modules - automate data
    extraction (OMR, OCR, ICR barcodes)
  • Kofax Front Office Server - Support for
    MFPs/MFDs, etc.
  • Kofax e-Transactions - send and receive
    electronic invoices without paper
  • Kofax Express - All-in-one, easy to use ad-hoc
    batch scanning
  • Kofax VRS - the leader in scanning productivity
    and image perfection
  • Ad-hoc, departmental, remote production capture
  • Key from image, configurable index fields
  • Specific capabilities for processing supplier
    invoices
  • Integration for data validation or
    auto-population
  • Supports other file formats (e.g. Word, Excel,
    email, etc)
  • PDF image, compressed with embedded text (from
    OCR)

28
Introduction to Kofax- The company and their
products
29
Integrated Workflow- Introduction to K2 and
Nintex workflow
  • Standard workflow functionality in SharePoint is
    document centric and quickly requires
    development.
  • K2 Nintex significantly enhance standard
    SharePoint workflow and are very tightly
    integrated with Microsoft.
  • Provides advanced workflow capabilities via a
    graphical web based interface embedded within
    SharePoint.
  • Automate business processes
  • See real-time feedback of workflow activities
  • Create workflows in hours not days
  • Automate common SharePoint administrative tasks
  • Generate rich enterprise-level reporting
  • Draw it, not code it

30
Integrated Workflow- Introduction to K2 and
Nintex workflow
31
Introduction to OnePlaceMail- SharePoint and
Outlook integration
  • Real-time seamless email and file transfer from
    Microsoft Outlook to Microsoft SharePoint
  • Unlocks critical business information stored in
    personal inboxes
  • Enables Microsoft SharePoint as an email
    management platform
  • Improves visibility of information across the
    business
  • Increases user productivity
  • Increases user adoption of Microsoft SharePoint
    solutions
  • Improves business collaboration and records
    management

32
Introduction to OnePlaceMail- SharePoint and
Outlook integration
33
Introduction to RapidRedact- Desktop document
redaction
  • RapidRedact can be used with any scanned document
    or image, not just with Word, Excel or PDF
    documents
  • You can perform redactions from within
    applications such as Word, Excel, Outlook, etc.
  • RapidRedact can be web enabled, using encrypted
    web transmissions, nothing is left on the
    reviewer's machine
  • RapidRedact can be used either as a stand-alone
    or server based redaction tool
  • Can create audit trails and audit copies
  • Record reasons (exemptions) why redaction was
    made

34
Introduction to RapidRedact- Desktop document
redaction
35
Introduction to Adlib- Desktop Redaction
  • Making all of your SharePoint content searchable,
    including scanned documents and image-only PDF
    files.
  • Delivering SharePoint content in the right format
    for sharing with employees, customers, and
    partners.
  • Archiving SharePoint content for long term
    access.
  • Combining multiple SharePoint documents of
    various formats into a single document.
  • Meeting regulatory standards for document
    rendering.
  • Managing the cost and time associated with
    converting high volumes of documents to PDF.

36
Questions?
Duncan Williams Deltascheme Limited duncan.william
s_at_deltascheme.com Tel 01628
401800 Local Tel 01202 710022 Mobile 07770
851064 Fax 01628 488428
www.deltascheme.com
37
Content Migration Tool
Duncan Williams
38
(No Transcript)
39
(No Transcript)
40
(No Transcript)
41
(No Transcript)
42
(No Transcript)
43
(No Transcript)
44
(No Transcript)
45
(No Transcript)
46
(No Transcript)
47
(No Transcript)
48
Sample SharePoint Screens - Quality Management
Duncan Williams
49
(No Transcript)
50
(No Transcript)
51
(No Transcript)
About PowerShow.com