Steve Sofian – Consulting Manager

Arvato Systems Singapore

MVP SharePoint Server

Slide 1

The Journey to SharePoint:

Innovation on People, Process and

Technology

ABOUT ME

• Consulting Manager for Arvato System Singapore

• Worked with SharePoint since 2006

• Microsoft MVP – SharePoint Server since 2007

• Founder SharePointPROs.SG User Group

• Organizer for SharePoint Conference SEA 2010

Slide 2

AGENDA

• SharePoint 2010 Overview

• ECM with SharePoint 2010 Rocks!

• Discovery with Search and FAST Search

• Solution Idea: Knowledge Management

• Q & A

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CHALLENGES TODAY

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Intranet Internet Extranet

Developers &

Administrators

Platform A Platform B Platform C

PLATFORM NEEDS

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Team

Division

Enterprise

Extranet

Internet

Individual

PLATFORM NEEDS

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Extend the reach of Enterprise Data

Easily create custom solutions

Common infrastructure to meet and fulfill business needs. Lower Total Cost of Ownership (TCO).

Centrally manage content

SO, WHAT IS SHAREPOINT?

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SHAREPOINT 2010

• Application Platform that comes with set of rich features

that you can build on.

• Application platform that provides a basic set of services: • Authentication

• Authorization

• Storage

• Many more….

Slide 8

SHAREPOINT 2010

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SHAREPOINT 2010: SITES

• Easy site editing, including theming & branding

• Fluent Office Ribbon UI

• Templates for site / content creation

• Container for Content

• Read-write web access using Office Web Application

Slide 10

SHAREPOINT COMMUNITIES

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SHAREPOINT 2010: COMMUNITIES

• Promote Sharing with easy

authoring

• Connecting users through

enhanced profiles

• Stay up-to-date using news

feeds and alerts

• Make expertise discovery easy

across the organization

Slide 12

SHAREPOINT 2010: INSIGHTS

• Advanced analysis

• Incorporate LOB data in

analysis

• Rich data visualizations • Excel Services

• Visio Services

• PerformancePoint

• Reporting Services

• Self Service • PowerPivot

Slide 13

SHAREPOINT 2010: COMPOSITES

• Integration and Application Features

• Provide users with a set of standardized, self-service

tools to build productivity solutions

• Tools may need to work together and form a powerful

business solutions

• Features: • SharePoint Designer

• SharePoint Workspace

• Access Services

• InfoPath Forms Services

• Business Connectivity Services

• Etc….

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DEMO - SHAREPOINT

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ENTERPRISE CONTENT MANAGEMENT

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WHAT IS ECM?

“Enterprise Content Management (ECM) is the strategies,

methods, and tools used to capture, manage, store,

preserve, and deliver contents and documents related to

organizational processes. ECM tools and strategies allow

the management of an organization’s unstructured

information, wherever the information exists”

Association for Information and Image Management (AIIM)

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ECM: GARTNER REPORT

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ENTERPRISE CONTENT MANAGEMENT

• Document Management

• Records Management

• Web Content Management

• Digital Asset Management (NEW)

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SHAREPOINT 2010: ECM KEY FEATURES

• Taxonomy / Metadata

• Document Features

• Content Organizer

• Document Sets

• Office Web Application

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TODAY NETWORK FILESHARE

• Folders (Taxonomy / Metadata)

• Security

• Files, name may contain relevant metadata /

version info

Slide 21

TAXONOMY / METADATA

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Classification

Literature

Fiction

Drama

Comedy

Tragedy

Non-Fiction

Metadata

Shakespeare, William

Author

Hamlet, Prince of Denmark

Title

1604-05

Publication Date

Taxonomy Content Type

DOCUMENT FEATURES

• Check-In / Check-Out

• Versioning

• Auditing

• Information Policy • Document Expiration

• Archiving

• Metadata Navigation

• Rating

Slide 23

CONTENT ORGANIZER

• Content Organizer • A single place for user to upload document

• Define Rules and route documents automatically

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DOCUMENT SETS

• Document Sets • Treat multiple documents as a “whole”

• Apply workflow to the set

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OFFICE WEB APPLICATION

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DEMO: ECM

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SHAREPOINT 2010 SEARCH

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Slide 30

SHAREPOINT SEARCH

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Search is the key to engaging information experiences

SHAREPOINT SEARCH

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BEYOND THE SEARCH BOX

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Most visual and dynamic user experience

Same capabilities, plus:

Thumbnails & Previews

Visual Best Bets

Deep refiners with counts

User context from user profile

Multiple relevance profiles

Sorting on any property

Similarity Search

Broader, better language support

Richer query language

Great OOB search experience

Excellent OOB relevance

Federated results

Metadata based refiners

Query Suggestions, Did You

Mean & Related Searches

View in browser

People search

Phonetic & nickname matching

Social behavior improves

relevance

ELIMINATE COMPROMISE

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Web

Files

Databases

Lotus

Documentum

OpenSearch Federation

SharePoint

Exchange

DISCOVERY: ENTERPRISE SEARCH

• Search Service Application Architecture

• Federated Search

• Boolean Query Syntax

• Wildcard Search

• Query Suggestions

• Refinement Panel

• People Search

• Self Search

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DISCOVERY: REFINEMENT

• Helps users to search faster

• Drills down into search results

• Intelligently provides drill down

options based on metadata captured

in contents

• Not available in SharePoint 2007 and

require 3rd party add-on

Slide 36

DISCOVERY: PEOPLE

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Expertise

Experience

Location

DISCOVERY: SELF

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BEYOND THE SEARCH BOX

Slide 39

Most visual and dynamic user experience

Same capabilities, plus:

Thumbnails & Previews

Visual Best Bets

Deep refiners with counts

User context from user profile

Multiple relevance profiles

Sorting on any property

Similarity Search

Broader, better language support

Richer query language

Great OOB search experience

Excellent OOB relevance

Federated results

Metadata based refiners

Query Suggestions, Did You

Mean & Related Searches

View in browser

People search

Phonetic & nickname matching

Social behavior improves

relevance

DISCOVERY: FAST SEARCH

• Extension of SharePoint Search • Deliver results that are contextually relevant.

• Tune relevancy to improve accuracy.

• Customize search platform to meet your specific indexing and search

requirements.

• Configure the user interface to customize the search experience for

information workers.

Slide 40

DISCOVERY: FAST SEARCH

• Conversational Search Capabilities • Sort Results on Managed Properties

• Deep Results Refinement

• Find exactly what you are looking for

• Display Counts

• Similar Results

• Result Collapsing / Duplicates

• Contextual Search Capabilities • Relevancy Tuning

• Synonyms

• Managed Properties and Metadata Creation

• Property Extraction

• User Context

• Visual Search

Slide 41

PROPERTY EXTRACTION

Slide 42

The Content Pipeline Processing & refinement

…

REDMOND, Wash., and OSLO,

Norway — Jan. 8, 2008

Microsoft Corp. (Nasdaq “MSFT”)

today announced that it will make

an offer to acquire Fast Search &

Transfer ASA (OSE: “FAST”), a

leading provider of enterprise

search solutions, through a cash

tender offer for 19.00 Norwegian

kroner (NOK) per share. This offer

represents a 42 percent premium

to the closing share price on Jan.

4, 2008 (the last trading day prior to

this announcement), and values the

fully diluted equity of FAST at 6.6

billion NOK (or approximately

$1.2 billion U.S. ). FAST’s board of

directors has unanimously

recommended that its shareholders

accept the offer.

Location

Company

Company

Company

DISCOVERY: FAST SEARCH

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Visual Best Bet

Best Bet

Federated Result

Expertise

Federation

DISCOVERY: FAST SEARCH

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Refiner Preview

Thumbnail

DEMO: SEARCH

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SOLUTION SAMPLE

KNOWLEDGE CENTER

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WHAT CUSTOMERS ARE LOOKING FOR

• Capture tacit knowledge and promote knowledge sharing

• An easy way to publish and manage content on intranet or internet • Knowledge Articles / Wiki

• Announcements

• Blogs

• FAQ / Answers / Forum

• Classify and organize content

• Promote social feedback • Usefulness of content

• Comment

• Easily searched and discovered content

• Push related content

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KNOWLEDGE CENTER

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KNOWLEDGE CENTER

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KNOWLEDGE CENTER - ARTICLE

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KNOWLEDGE CENTER

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KNOWLEDGE CENTER - SOCIAL

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KNOWLEDGE CENTER - BLOG

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KNOWLEDGE CENTER - BLOG

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KNOWLEDGE CENTER - ANSWERS

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KNOWLEDGE CENTER - ANSWERS

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KNOWLEDGE CENTER - SEARCH

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KNOWLEDGE CENTER - SEARCH

Slide 58

KNOWLEDGE CENTER

• Taxonomy / Managed Metadata Service

• Content Publishing

• Search Engine

• Social Note Board

• Rating

• Blog

• Wiki

• Answer / Forum

Slide 59

OTHER SOLUTION IDEAS

Slide 60

SOLUTION: E-LEARNING

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SOLUTION: MARKETPLACE

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SOLUTION: ORDER ENTRY

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HOW TO GET STARTED

• Have a vision or roadmap towards an ecosystem for

information, documents and applications

• Identify content needs within the organization

(Information Architecture)

• Start off small to address the most immediate need • Replacing the network file share

• Digitization of hard copy form to electronic forms

• Custom solution for an application initiative

Slide 64

KEY TAKEAWAYS

Slide 65

Q & A

Slide 66

Slide 67

Steve Sofian – Consulting Manager

Arvato Systems Singapore

MVP SharePoint Server

Slide 68

The Journey to SharePoint:

Innovation on People, Process and

Technology