sharepoint saturday - bend, or

Welcome to the First Annual SharePoint

Saturday Bend

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SHAREPOINT AND PAPERBELONG TOGETHER

Jeff ShueyJeffrey.Shuey@Kodak.com

M: +1 425 922 8056Twitter: @jshuey

Web: kodak.com/go/sharepoint

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HousekeepingPlease remember to submit your session evaluation forms after each session you attend to increase your chances at the raffle

Live Tweet the eventHashtag: #spsbend

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Agenda• Getting Started• Paper is an Asset• RUBMCB & Workloads• Top 10 & 5 GAPS• What is a Document?• DEMO• Use Case Scenarios

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Thank You

I love the Smellof SharePoint in the Morning

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SharePoint and Surfing

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OVOTT

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Is this your view of SharePoint?

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SharePoint supportsIntranets & Extranets

INTRANETEXTRANETINTERNET

SharePoint can be MUCH more …

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Document Management for $1500

Possible?

YESFirst Question

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Document Management for FREE?

Possible?

YESNext Question

BYOD in Document Capture

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What’s Growing Faster?

Your IT BudgetOR

Your Content

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Do you NEED to remove paper from

your business?

Is Paper an Asset?

Better Question: Can You?

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Paper is an AssetManage it Wisely

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RUBMCB

Ramp Up

Build Momentum

Create Business Applications

Workloads - How is SharePoint being used?1. Team Collaboration

(60% of all SharePoint Sites)2. Document Management3. File Share Replacement4. Portals5. Intranets

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SharePoint is WIP SmartFOSH – Horizontal Solutions

Finance Operations SalesHuman

Resources • Billing• Capital

Acquisition• Collaborative

Budgeting• Collections• Compliance• Expense

Approval• Internal Audit• Purchase

Request• Regulatory

Reporting• Travel Request

• Legal Discovery• Activity

Management• Claims

Management• Contract

Management• IT Service

Management

• Client Intake Contract Renewal

• Customer Tracking

• Proposal Management

• Employee On-Boarding

• Employee Exit Interview/Off-Boarding

• Human Capital Management

• Performance Review

• Personnel Training

• Recruiting• Travel/Vacation

Request

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SharePoint is WIP SmartVertical Solutions

Financial Services

Government(State, Local, Federal, Defense & Education)

Healthcare & Life Sciences (HLS)

Manufacturing Retail

• Accounts Payable

• Loan Origination

• Closing• Post-Closing• Credit

Processing• Credit

Issuance

• Citizen Access• Public Safety• Social Services• Justice• 311 / 911• FOIA • Homeland

Security• TSA

Education• Student Access• Administratio

n• Privacy and

data protection

• Billing• Claims

Submission• Patient

RegistrationLife Sciences• FDA

Submission & Reporting

• Grant Management

• Patient Assistance Programs

• Recall Management

• Vendor Management

• Product Management

• Order Management

• Inventory Control

• Shipping• Customs

Management• ISO

Certification• Regulatory &

Quality Compliance

• Store Operations Management

• Inventory Management

• Merchandising Management

• Supply Chain Management

• Grand Opening

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SharePoint Top 10ECM capabilities in SharePoint 2010

Document Sets BLOB Storage BCS Audit Trail Document ID Content Organization Managed Metadata List Validations Large List Optimization Search

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5 Things You (STILL) will not find in SharePoint 2010

Records Management (RM)Digital Asset Management (DAM)Vertical & Horizontal SolutionsStorage (External)

Capture

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What is a Document?A document is a physical or digital representation of a body of information designed to communicate.To document (verb) is to produce a document artifact by collecting and representing information. A document is understood as a paper artifact, containing information in the form of ink marks. Increasingly documents are also understood as digital artifacts.

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The CakeIngredients (Tasks)

Document Setup:• Front / Back• Color / B&W• Index Data

• Read Bar Codes• OCR Options

Release To:

Scan-to-SharePoint

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The Cake – How did we make it?

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How did we make it?

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Scan to SharePoint

Kodak Capture Pro

Kodak Scan and View

DEMO

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How does Document Scanning,

Image Cleanup & Data Extraction

Fit into the BIG ECM Picture?

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Enterprise Content Management (ECM)

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Enterprise Content Management (ECM)

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SharePoint Setup Wizard

Kodak Capture ProIs SharePoint Ready

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Scenario 1

Large Retailer – Big Box Store

Hiring Seasonal HelpDrivers, Floor Sales, Warehouse, Customer ServiceEveryone fills out an applicationSome jobs require additional information capture

Drivers – Additional paperwork approving background checksScanning Drivers License and other associated documents

If Approved for the Next StepKicks off a Workflow ProcessWhich includes Document Management, BPM and Storage

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Scenario 2

Human Resources – Onboarding Employees

New Hire – Day One ProcessesInsurance Forms, Tax Forms, Personal InformationEveryone is required to complete each step

Not necessarily in order

Both Paper and Electronic Documents are processedSteps are checked & approved manually and with automated processes

Kicks off a Workflow ProcessWhich includes Document Management, BPM and Storage

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Scenario 3

Lease Agreements –

Inbound Lease AgreementsThe Old Way – Paper documents, stored in one place, accessed by one person in one location.The New Way – Everything is scanned in Dual Stream mode (TIF and Searchable PDF), Full Text Search, Accessible by anyone, anyplace, anytime.Leases and Associated Notes can be assigned as workflow tasks in SharePoint

Storage and Legal Holds can be managed effectively

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Document Management for $1500

Possible?

YES

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Document Management for FREE?

Possible?

YES

BYOD in Document Capture

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Putting it all Together

Why SharePoint?• It’s not ECM• It’s a platform for

transforming your business

Why Partners?• Subject Matter Expertise• Local Presence• Able to address YOUR business

challenges

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ScanMate i1120

Scan Station 500

i1405 / i1420 / i1440

i730 / i750 / i780

i1840 / i1860

Trūper 3210

Ngenuity 9090 / 9125 / 9150

i4200 / i4600

i2600 / i2800

i5200 / i5600

i2400

Trūper 3610

Kodak Capture Pro Software supports more than 160 non-Kodak document scanners via TWAIN and ISIS drivers.

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Document Imaging PlatformStandards that set the parameters for business growth

Jeff ShueyJeffrey.Shuey@Kodak.comM: +1 425 922 8056Twitter: @jshueyWeb: kodak.com/go/sharepoint

QUESTIONS

Find my Blog Posts Here:Kodak’s Grow Your Biz site - http://bit.ly/hDdnFlAIIM Capture Community - http://bit.ly/fYjWUYMy personal blog - http://bit.ly/gOzKyQ

Don’t ForgetSharePint!!

Join us at 6:00 pm at Fox’s for a free drink!

A great opportunity to network with other SharePoint Professionals!

Don’t forget to fill out your bingo cards and surveys to be eligible for GREAT end of day raffles!

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Reference Information

Start Here:Benefits of SharePoint 2010 as a Product Platform (34 pages)

Link: http://bit.ly/g6Ox0c on Three Will’s siteFor more detailed information:

SharePoint 2010 Walk Thru Guide (110 pages)

http://bit.ly/aUtb8D

Microsoft.com http://sharepoint.microsoft.com

Microsoft TechNethttp://technet.microsoft.com/en-us/sharepoint/default.aspx

Adobe Acrobat Document

Benefits of SharePoint

Getting Started on SharePoint

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Reference Information - TrainingTrainingAIIM SharePoint Specialist Course (Online)

http://www.aiim.org/Education/Sharepoint/Online_or_2day_SharePoint_Specialist_Course.pdf

Kollabria - SharePoint Business Professionalhttp://www.kollabria.com/pages/SharePoint-Training-for-Business.html