sharepoint, infopath, office system 2003 martin bald [email protected]
TRANSCRIPT
SharePoint, InfoPath, Office System SharePoint, InfoPath, Office System 20032003Martin BaldMartin [email protected]@microsoft.com
Agenda Current EnvironmentCurrent Environment Business ConcernsBusiness Concerns SharePoint Team ServicesSharePoint Team Services SharePoint Portal ServerSharePoint Portal Server InfoPathInfoPath SummarySummary
Today’s Information ChallengeToday’s Information Challenge
From “The Knowledge Worker Investment Paradox” Gartner research From “The Knowledge Worker Investment Paradox” Gartner research 7/17/20027/17/2002
More than 80% of enterprise's digitized information reside in individual hard drives and in personal files
Individuals hold the key to the knowledge economy and most of it is lost when they leave the enterprise
Employees get 50%-75% of their relevant information directly from other people
Key Business ConcernsKey Business Concerns
Team efficiently and effectively Team efficiently and effectively Protect sensitive company information Protect sensitive company information Improve employee productivity Improve employee productivity Provide better and more timely access Provide better and more timely access
to informationto information Reduce current “islands” of informationReduce current “islands” of information
Office System ValueOffice System Value
• Self-contained collaboration site• Scalable workspace platform• Web Part infrastructure• Free!
• “Umbrella” Search across intranet and extranet.
• Manage, organize & provision SharePoint sites
• Back-end integration• Far greater number of web parts
• Check in/check out & versioning from Office 2003 programs
• Create and use document & meeting workspaces from Outlook 2003
• Access SharePoint site content from task panes
Smart Teams
Smart Organizations
Smart Tools
CollaborationCollaborationOffice 2003 Integration
Word, Excel, PowerPoint: Save to WSS / Portal Check In / Check out
Excel: List edit / update
Access: List as data source
Outlook: Live Attachment Meeting Workspace Open Calendar Open Contacts
FrontPage: WSS and Portal editing Web Part creation
Windows SharePoint ServicesWindows SharePoint Services
Key Features Free! Delegate and track site creation & administration Granular security roles and access control Automated quota enforcement and archiving Web farms, clustered data Administration via web, command line or Object Model
Microsoft Office SharePoint Portal Server Microsoft Office SharePoint Portal Server 20032003
Key Features Aggregate, organize, manage and provision SharePoint sites Enterprise Application integration MySites Audience targeting Search or browse for documents, websites, teams and people Search web servers, secure web servers, file servers, Exchange
Public Folders, Lotus Notes and SharePoint sites Scalable, distributed architecture with enterprise capabilities Personalization, search, audience targeting, topics, Single Sign On,
BizTalk Server & adaptor integration available out of the box .Net Framework extensibility
Connecting Business ProcessesConnecting Business Processes Unlock Your Organization’s Information Assets
Microsoft Office 2003 allows your company to Provide more people better visibility
into business information Easily gather and reuse information across business
processes and organizations
Connecting Connecting PeoplePeople
Connecting Connecting InformationInformation
Connecting Biz Connecting Biz ProcessesProcesses
Connecting Business Connecting Business Processes – BeforeProcesses – Before
Salesperson enters Salesperson enters sales and sales and customer customer
information, information, submits orders in submits orders in custom sales appcustom sales app
Engineering waits for Engineering waits for data from sales and data from sales and
manufacturing systemsmanufacturing systems
Connecting Connecting PeoplePeople
Connecting Connecting InformationInformation
Connecting Biz Connecting Biz ProcessesProcesses
Manufacturing Manufacturing stores data in stores data in custom LOB custom LOB applicationapplication
Management waits for reports Management waits for reports and analysis from sales, and analysis from sales, manufacturing, engineering, etc.manufacturing, engineering, etc.
What is InfoPath?What is InfoPath? A new program in A new program in
Microsoft Office SystemMicrosoft Office System Included in Office Pro Ent. Included in Office Pro Ent.
Ed. 2003 Ed. 2003 Available standaloneAvailable standalone
A desktop applicationA desktop application
The platform for a new The platform for a new generation of electronic generation of electronic formsforms
Why Do Electronic Forms Matter?Why Do Electronic Forms Matter? Forms drive business processesForms drive business processes
Inefficiencies and inaccurate information cause significant Inefficiencies and inaccurate information cause significant negative downstream effectsnegative downstream effects
Forms hide the complexities of processesForms hide the complexities of processes Electronic information capture helps streamline the complex Electronic information capture helps streamline the complex
processes sitting behind forms processes sitting behind forms
Forms are everywhereForms are everywhere People in your organization are inundated by forms – expense People in your organization are inundated by forms – expense
reports, benefit statements, etc.reports, benefit statements, etc.
Customer ChallengesCustomer ChallengesManual processesManual processes Data re-entry costsData re-entry costs
Data re-entry is inefficient and costs moneyData re-entry is inefficient and costs money Employees spend time “shuffling paper”Employees spend time “shuffling paper” Associated errorsAssociated errors
Errors and reworkErrors and rework Employees spend time tracking down issuesEmployees spend time tracking down issues Long cycle times affect customer / employee satisfactionLong cycle times affect customer / employee satisfaction
No visibility into processes & difficult to access infoNo visibility into processes & difficult to access info Cannot see process statusCannot see process status Inability to efficiently share information across systemsInability to efficiently share information across systems
Customer Challenges Customer Challenges Custom and/or web applicationsCustom and/or web applications Cost of deploying the solutionsCost of deploying the solutions
Difficult to integrate solutions with multiple systemsDifficult to integrate solutions with multiple systems Programmers requiredProgrammers required
Inability to adapt to business needsInability to adapt to business needs Hard to modify solutions once deployedHard to modify solutions once deployed Difficult to address changing market conditionsDifficult to address changing market conditions
Difficult for end-users to useDifficult for end-users to use Training is difficult and costlyTraining is difficult and costly Limited ability to capture rich information Limited ability to capture rich information Employees often end up “going around” the systemEmployees often end up “going around” the system
Example Scenario – EnterpriseExample Scenario – EnterpriseSales data collectionSales data collection
Before InfoPathBefore InfoPath With InfoPathWith InfoPath
1 sales call = 4 user inputs• Information silos• Lost productivity• Data entry errors
1 sales call = 1 user input• Information shared across org• Improved efficiency• Accurate, valid information
CRM
ERP
AP
1 rich, dynamic InfoPath form• Consistent, accurate, timely info• Readily accessible• Easy to aggregate via WSS
Inconsistent input methods• Difficult to keep track of status• Painful to reconcile info across team• Hard to share info among team
Microsoft® Windows®SharePoint™ Services (WSS)
InfoPath 2003
Example Scenario – WorkgroupExample Scenario – WorkgroupTeam / Department Status ReportTeam / Department Status Report
Before InfoPathBefore InfoPath With InfoPathWith InfoPath
Instant Access To DataInstant Access To Data
Word Document
XMLXML
XML
XMLXML
Xpath
Xpath
Xpath
Connecting Connecting PeoplePeople
Connecting Connecting InformationInformation
Connecting Biz Connecting Biz ProcessesProcesses
Decision-making Based On The Latest DataDecision-making Based On The Latest Data
Connecting Connecting PeoplePeople
Connecting Connecting InformationInformation
Connecting Biz Connecting Biz ProcessesProcesses
Connecting Business Connecting Business Processes – AfterProcesses – After
Salesperson enters Salesperson enters sales and customer sales and customer
information, submits information, submits orders via InfoPathorders via InfoPath
Manufacturing Manufacturing publishes data in publishes data in XML for easy re-XML for easy re-useuse
Engineering analyzes Engineering analyzes data from sales and data from sales and manufacturing from manufacturing from
ExcelExcelManagement gets updated Management gets updated reports and information at reports and information at his desktophis desktop
Connecting Connecting PeoplePeople
Connecting Connecting InformationInformation
Connecting Biz Connecting Biz ProcessesProcesses
Scenarios
Sample customer scenariosSample customer scenariosHorizontal business processesHorizontal business processes
Accounting and financial managementAccounting and financial management Budget approvalsBudget approvals Asset managementAsset management Policy managementPolicy management
Human ResourcesHuman Resources Time, attendance and expense managementTime, attendance and expense management Applicant trackingApplicant tracking Benefits administrationBenefits administration Performance managementPerformance management
Sales and MarketingSales and Marketing Marketing collateral managementMarketing collateral management Sales account management/lead trackingSales account management/lead tracking Sales proposal generationSales proposal generation Customer satisfaction managementCustomer satisfaction management Business development managementBusiness development management
Customer ServiceCustomer Service Field serviceField service Customer contact center (help desk)Customer contact center (help desk)
Project ManagementProject Management Project trackingProject tracking Task assignmentTask assignment
IT ManagementIT Management Software deployment managementSoftware deployment management Service request managementService request management
Production ManagementProduction Management Materials/specification changesMaterials/specification changes Problem resolution managementProblem resolution management Production best practicesProduction best practices Inventory ManagementInventory Management
HealthcareHealthcare Clinical trialsClinical trials HIPAA compliance managementHIPAA compliance management Emergency room patient managementEmergency room patient management Care managementCare management
GovernmentGovernment Capital asset budget approvalCapital asset budget approval E-grantsE-grants Case/audit managementCase/audit management State patrol processingState patrol processing Business tax filingBusiness tax filing Leave processingLeave processing Field intelligence trackingField intelligence tracking
Financial ServicesFinancial Services Insurance claims managementInsurance claims management Insurance policy issuanceInsurance policy issuance Loan applicationLoan application
LegalLegal Conflict of interest management Conflict of interest management
Media and EntertainmentMedia and Entertainment News editorialsNews editorials
ConstructionConstruction Home designHome design
RetailRetail Recipe materials managementRecipe materials management
Sample customer scenarios Sample customer scenarios Industry-specific business processesIndustry-specific business processes
InfoPath Customer BenefitsInfoPath Customer Benefits
Gather information more flexibly and accuratelyGather information more flexibly and accurately Data validation, conditional formatting, rich authoringData validation, conditional formatting, rich authoring Dynamic form controls (e.g., repeating sections)Dynamic form controls (e.g., repeating sections) Offline & email supportOffline & email support
Connect people, info and processes more effectivelyConnect people, info and processes more effectively Out-of-box support for XML and XML Web servicesOut-of-box support for XML and XML Web services Support for customer-defined schemaSupport for customer-defined schema Integration with Windows SharePoint Services (WSS)Integration with Windows SharePoint Services (WSS)
Develop & deploy info gathering solutions more easilyDevelop & deploy info gathering solutions more easily Rapid solution creation from existing schemas, XML Web services, Rapid solution creation from existing schemas, XML Web services,
etc.etc. Silent install of forms and automatic versioningSilent install of forms and automatic versioning Validation & conditional formatting capabilities w/o codeValidation & conditional formatting capabilities w/o code
ResourcesResources
External Sitehttp://www.microsoft.com/sharepoint
Find Web Parts and templates to the Web Component Directory http://www.microsoft.com/sharepoint/webparts
Visit our community websites http://www.microsoft.com/sharepoint/community/
Sharepoint Help - http://team/sites/sprangers/default.aspx External InfoPath site and newsgroup:
http://www.microsoft.com/infopath newsgroup: microsoft.public.infopath
© 2003 Microsoft Corporation. All rights reserved.
www.microsoft.com/office/infopath