sharepoint saturday dc by imagetech systems - david strock

ImageTech Systems, Inc.

Electronic Document Management Systems Integrator

with a focus on Enterprise Content Management Solutions:

Document Imaging Systems

Document & Data Capture (OCR, Bar-codes, etc.)

Workflow and Business Process Reengineering

Integration with Existing Legacy Systems

E-Forms Automation (XML, XForms, HTML, PDF, InfoPath)

Microsoft Certified Partner

Company Overview

Ribbon UI

SharePoint Workspace

SharePoint Mobile

Office Client

Office Web App Integration

Standards Support

Tagging, Tag Cloud, Ratings

Social Bookmarking

Blogs and Wikis

My Sites

Activity Feeds

Profiles and Expertise

Org Browser

Enterprise Content Types

Metadata and Navigation

Document Sets

Multi-stage Disposition

Audio and Video Content Types

Remote Blob Storage

List Enhancements

Social Relevance

Phonetic Search

Navigation

FAST Integration

Enhanced Pipeline

PerformancePoint Services

Excel Services

Chart Web Part

Visio Services

Web Analytics

SQL Server Integration

PowerPivot

Business Connectivity Services

InfoPath Form Services

External Lists

Workflow

SharePoint Designer

Visual Studio

API Enhancements

REST/ATOM/RSS

Microsoft SharePoint Platform

Why is Document Imaging

Important?

• An average document gets copied /handled 19 times

• Companies spend $20 in labor to file a document, $120 in labor to find a misfiled document, and $220 in labor to reproduce a lost document

• An average of 7.5 percent of all documents get lost; 3 percent of the remainder get misfiled

• There are over 4 trillion paper documents in the U.S. alone, growing at a rate of 22 percent a year

Gartner

ECM – Today’s Challenges Proprietary, Expensive Vendors have Dominated

Implementations are constrained to specialized departments

User adoption is low

IT deployment & maintenance costs are high / Skilled worker pool smaller

Return on investment takes a long time

Magic Quadrant for Enterprise Content Management

leaders challengers

visionaries niche players

IBM

Microsoft

Oracle

EMC Open Text

Autonomy

Alfresco

SpringCM

Perceptive

Software

Adobe

LaserFiche

Saperion

Xythos SunGard

Siav

Newgen

Systemware

Ever Team

Objective

Xerox

Hyland

Software

as published in

November, 2010

Gartner®

Ab

ilit

y t

o E

xecu

te

Completeness of Vision

Fabasoft

• Everyone in the organization has access to and benefits from

features

• Capabilities can be adjusted – everyone sees as much as they

need

Everyone

Participates

• Easy for IW: supreme user acceptance & supreme adoptability

• Easy for IT: great OOTB, fast to deploy & easy to manage Easy to Use

• Consistently high performance at scale

• Feature depth, customizability, interoperability and

extensibility

Enterprise

Ready

ECM needs top the list of SharePoint adoption drivers “How would you describe your use of SharePoint in the following areas?”

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Collaboration/Worspaces/Team Sites

ECM

File Share replacement

Intranet

Social Networking

Portal/Company News Site

Portal to other repositories

Enterprise Search

BPM

Staff Profiles/Directories

Records Management

Image Management

Extranet

Case Management

Business Forms

E-Discovery

Email Management

Working Live

Rolling Out or Planned Roll-Out

AIIM Study 2010

Term Store, Shared Taxonomy and Content Types

In Place Records Management

Unique Document ID

Document Sets

Business Connectivity Services

• Potential Issues with SharePoint 2010 and Imaging

• Large database growth because of Binary Large OBjects

• Reading & Writing BLOBs slows SQL performance

• Solution

• SharePoint 2010 – RBS (Remote BLOB Storage)

• Store objects outside of the database

• Feature of SQL Server 2008

• Third parties can facilitate

Native SharePoint ECM

Document

Management

(Life Cycle,

Security)

Records

Management Collaboration

Enterprise

Search

Version

Control

Check-In,

Check-Out

Email

Archiving

Human

Centric

Workflow

Imaging Components Added by the Partner Community

Scanning and

Capture

Structured

Metadata Search

Universal Viewer

with Mark-up

Capabilities

Business Process

Management

Archiving and

Library Services

Document Imaging

Check-in/ Check-out

Advanced Workflow

Capture Solution

Role-based Access

Check-in/ Check-out

Collaboration

Legacy ECM (IBM, FileNet, etc.)

SharePoint

Capture Solution

SharePoint vs. Legacy ECM

Advanced Workflow

Document Imaging

Imaging Enhancements

Lower Cost, More User Friendly

Document & Data Capture

No easy way get large volumes of documents

with attached metadata into SharePoint

Capture Software

• Scan Paper

• Import Electronic

Documents

• Pre-Process vs. Post Process

Document & Data Capture

Capture Software Features

• OCR - Zonal, Drag & Drop

• Database Lookups

• Barcode Recognition

• Text Searchable PDF

• One-Touch Scanning

• Auto Import Available

• Output to TIFF, PDF, TXT, JPEG

• Output to email

• Output to SharePoint, Other ECM, ERP Systems

• API for Customization

Document Imaging: Search

• User Experience • Succinct Search • Efficiency • Results

Manipulation

Stay in SharePoint

• Zero Footprint • Universal Document

Viewer (for all major File types) stored in SharePoint

o TIFF o PDF o MS-WORD o MS- Excel o MS-PowerPoint o Plus 300+ file types

Document Imaging: View

• Full Featured Viewer allows users to annotate, and markup documents to facilitate communication & workflow o Highlights o Markups o Sticky Notes o Redaction

• Stored in SharePoint

Lists (Does not alter original document)

Document Imaging: View

• Full Power of .NET, WF, etc. • Significant complexity, development time

• Limited feature set • Limited sophistication

• Very limited use cases

SharePoint Workflow

• Full Power of .NET, WF, etc. • Significant complexity, development time

• Limited feature set • Limited sophistication

• Very limited use cases

• Easy User Experience • Cost savings from automation • Reporting • Visual design • Wide degree of sophistication • Rapid development time

SharePoint Workflow

•Site Provisioning •Employee Onboarding •Leave Requests •Contract Management •Loan Applications •AP Processing •Business App Integration •Add Users to Active Directory •Procurement •Claims Processing

Demo

• Microsoft Provides Enterprise Content Management Platform • Document Management – Retention Policies, Security • Records Management • Basic Workflow • Metadata • Version Control, Check-in/Check-out • Enterprise Scalability

• Partner Community Completes ECM Functionality

• Metadata-based Search • Universal Viewer • Image and Data Capture • Robust Workflow without writing Code

SharePoint ECM - SUMMARY