Introduction to Deltascheme
Overview of SharePoint
Current SharePoint 2010 projects
Areas to consider when implementing SharePoint
Complimentary 3
rdparty products
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Presentation Agenda
Work with ‘best of breed’ market leading products
Low risk, functional, open, scaleable, proven, value, etc.
Expertise in providing integrated solutions for:
Deltascheme’s DMS Experience
Introduction & Capability
- Collaboration
- Records Management - Document Management - Knowledge Management
- Enterprise Content Management
- Case Management
- Business Process Management - Extranets, Intranets and Internets
- Stakeholder Relationship Management - Business Intelligence & Data Migration
Our core product set is SharePoint only
Number of 3
rdparty products to enhance SharePoint
Kofax (Capture, etc.), Scinaptic (OnePlaceMail), Nintex,
Adlib, K2 (Blackpearl) Rapid Redact, Swift (Scan, Editor), etc.
Microsoft Partner (
Gold in Content Management
)
Deltascheme’s 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)
What is
An Overview of SharePoint
- Scaleable and extendable
Document & Records Management (EDRM/ECM)
Life cycle management, versioning, book-out, Office integration, in situ, 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.
An Overview of SharePoint
- Scaleable and extendable
Search
SharePoint is now 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, contracts management, etc.
An Overview of SharePoint
Current SharePoint Projects
- What is being implemented and why?
Project Drivers?
Downsizing of office space – no room for physical records Compliance – Legislative and Regulatory (e.g. Solvency II)
Better governance – avoid duplication, accessibility – the infamous file store! Changes in working practices, e.g. hot-desking & remote working
Increase productivity and quality of service provided
Replace existing systems (expensive to upgrade and to maintain)
Current SharePoint Projects
- What is being implemented and why?
Why SharePoint?
Already have licenses (e.g. under Enterprise Agreement)
Conforms to IT Strategy (UI, AD, Office, SQL Server, Outlook, etc.) Low Risk – Microsoft!
Current SharePoint Projects
- What is being implemented and why?
Current Project Issues
Often IT lead with insufficient support from user community (specification & adoption) Governance – content (adding content), functionality (site creation), management (view) Started with an Intranet but now want to do Document & Records Management
What's being implemented? Intranet
Document Management Records Management
Collaboration & Knowledge Management Process Management
Applications (e.g. Case Management – Freedom of Information) Document scanning
Current SharePoint Projects
- Education Projects?
Nottingham University
Student Portal
Work submissions, etc.
Document Management
Derby University
Case Management
FoI & DP, etc.
Implementation Methodology
- Areas to consider?
Architecture & Infrastructure
System Architecture
(Sizing, servers, etc.)
System Administration (Back Ups, etc.)
Availability & Disaster Recovery
Intranet Based Applications
Look/feel & Navigation
(Customisation?)
News Channels, RSS Polls, Wikis, Blogs
Workflows (What Product?) Project Areas & Collaboration Use of Extranets (Members, Partners) Electronic Forms (What Product?) Contact Management (What Product?) Reporting & Business Intelligence Content Searching (Structured/Unstructured) Paper Records Legacy DM Systems Network Drives Outlook Email Microsoft Office Microsoft Projects/EPM LOB Applications Structure (Dept/Function) Content Types & Metadata
Document & Records Management
Architecture Design or Audit/Review Architecture Installation Content Review & Planning Apply Legacy Content Plan Governance Planning Governance Framework On-going Support
(SharePoint/customisations/interfaces/ 3rdParty Products, etc.)
Analysis Of Non-Standard Requirements Document & Build Custom Components Installation Of 3rdParty Product(s)
SharePoint Consultancy Methodology
- Consultancy process
Software Configuration Review Configuration & ModifyDeploy, UAT & Handover Functional Requirements Analysis
(includes Introductory SharePoint Training for Key Staff)
Swift Content Migrator
Quickly select, index and import content into SharePoint (retains author and creation date).
Swift Site Creator
Create and Manage your sites more effectively (permissions, templates, links).
Complimentary Products
Swift Scan
Ad-hoc scanning and indexing of documents into SharePoint
Swift Content Migrator
Quickly select, index and import content into SharePoint (retains author and creation date).
Swift Site Creator
Create and Manage your sites more effectively (permissions, templates, links).
Complimentary Products
Swift Scan
Ad-hoc scanning and indexing of documents into SharePoint
Swift Content Migrator
Quickly select, index and import content into SharePoint (retains author and creation date).
Swift Site Creator
Create and Manage your sites more effectively (permissions, templates, links).
Complimentary Products
- Site Management, document capture, content import
Swift Property Editor
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)
Introduction to Kofax
Introduction to Kofax
- The company and their products
Image Window Metadata
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
Integrated Workflow
Integrated Workflow
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
Introduction to OnePlaceMail
Introduction to Adlib
- PDF Conversion & Document Bundling
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.
Introduction to VIZit
- Enhanced Document Management
Document thumbnails
Single viewer (300+ file formats) Document Annotation