building a report distribution solution
DESCRIPTION
How to build a SharePoint solution to improve the way reports (Word, Excel, PowerPoint, PDF) are distributed within a company. Geared for a beginning SharePoint site owner.TRANSCRIPT
Presented By:
Ben McMann
SharePoint Saturday 2010
Building a Report Distribution Solution
November 13, 2010
www.tribridge.com | 1 (877) 744-1360 | [email protected]
Improve Flow of Information Across the Business
Make it easier to access reports (Office Files, PDF)
Simplify Access to InformationLet business users control access
Control Storage CostsEliminate Email Attachments
Business Needs
www.tribridge.com | 1 (877) 744-1360 | [email protected]
Solution is Easy to BuildNo code required
Solution is Easy to Usefor Report “Creators” for Report “Consumers”
Solution is Easy to MaintainAdd extra features as needed
Improve Report Distribution
www.tribridge.com | 1 (877) 744-1360 | [email protected]
Solution Overview
1 SharePoint Site
Multiple Document Libraries
A Couple Columns
A Couple List Views
Landing Page to Improve Navigation
Alerts to Automate Notification
Solution Components Key Benefits
Easy to Build
Easy to Use
System Pro-actively Notifies Users
Better Control over Reports
Central Location for Reports
www.tribridge.com | 1 (877) 744-1360 | [email protected]: 9
WOW – YOU ARE HERO!
“ENTER YOUR NAME HERE improved the way we access important business reports. Now the system tells me when a report is ready and with one-click, I have access to the latest information.”
Self Starter Met a Business Need Benefit to the Company
The Challenge No central location to view business reports Different versions of reports resided on people’s systems
and within email Reports were lost when personal email archives were
purged
The Solution SharePoint Site to centrally store reports
The Results Users are automatically notified when reports of interest
are available Secure, Centralized Report Archive that is backed-up by
normal IT back-up procedures New team members have instant access to business
reports Lower email storage costs
w w w . y o u r c o m p a n y . c o m
YOUR PICTURE HERE
www.tribridge.com | 1 (877) 744-1360 | [email protected]
Good Book to Get
Highly
Empowered
Resourceful
Operatives
Empowered: Unleash Your Employees, Energize Your Customers, and Transform Your Business
By Josh Bernoff and Ted Schadler (Forrester Research)
www.tribridge.com | 1 (877) 744-1360 | [email protected]
About Tribridge
• Over 2,000 Microsoft Customers
• One of only 5 National Partners in both Microsoft Dynamics and traditional Microsoft Platform technologies
• Selected as Microsoft Dynamics Worldwide Partner of the Year in 2008 & 2010
• Microsoft Inner Circle Member for 8 straight years – includes only the top 1% of partners worldwide
• Gold Certified Partner for more than a decade with 7 designated Competencies and Specialties
Top Microsoft Partner
www.tribridge.com | 1 (877) 744-1360 | [email protected]
Ben McMann
Email: [email protected]
Blog: benmcmann.wordpress.com
My Contact Information