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
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