convergent technologies - enterprise search (use case for a bpo) using sharepoint
DESCRIPTION
SOP Management and Search – MOSS 2007 BASED SOLUTION PROBLEMS ----------------- - SOPs are not properly Searchable - Search Results show list of documents, but doesn’t highlight the Search Text within the documents, making it difficult to search for right information within a document - Takes many minutes to go through each SOP - Current SOP Knowledge Base is Scattered across COEs, Businesses and Processes - Documents lying as Images, and so Searching is not possible SOLUTION ---------------- - Full-fledged SOP management system for managing SOP creation, version control, SOP lifecycle management, intelligent search and retrieve functionality, reporting and MIS. - Make Documents of following Types searchable: DOC, PDF, TIFF, PPT, XLS - Single Platform for all SOPs - Process Users to see only their Process-specific SOPs - Ensuring Data Integrity - Content HighlightingTRANSCRIPT
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
SOP Management and Search – MOSS 2007 BASED SOLUTION
Presented by:Convergent Technologies
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
UNDERSTANDING OF BUSINESSES
INTELLIGENT DOCUMENT SEARCH REQUIREMENT OUTLINE
OUR SOLUTION
PRESENTATION OUTLINE
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
UNDERSTAND OF ORGANISATION STRUCTURE
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
SOP APPROVAL AND PUBLISHING WORKFLOW
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
PROBLEMS: SOPs are not properly Searchable Search Results show list of documents, but doesn’t highlight the Search Text within
the documents, making it difficult to search for right information within a document Takes many minutes to go through each SOP Current SOP Knowledge Base is Scattered across COEs, Businesses and Processes Documents lying as Images, and so Searching is not possible
SOLUTION: Full-fledged SOP management system for managing SOP creation, version control,
SOP lifecycle management, intelligent search and retrieve functionality, reporting and MIS.
Make Documents of following Types searchable: DOC, PDF, TIFF, PPT, XLS Single Platform for all SOPs Process Users to see only their Process-specific SOPs Ensuring Data Integrity Content Highlighting
BUSINESS PROBLEM
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
REDUCE SEARCH TIME (INCLUDING SEARCH AND FIND WITHIN DOCUMENTS) TO SECONDS FROM MINUTES
MAKE FILES OF ALL KINDS (WORD/EXCEL/POWERPOINTS DOCUMENTS, ADOBE PDF AND TIFF IMAGES) SEARCHABLE, ALONG WITH HIGHLIGHTING OF SEARCH TEXT WITHIN THE DOCUMENTS
OTHER KEY ASPECTS: SOP creation: Existing SOP in MS word (digital as well as hard copy) to be
digitized. Document will be added with Meta tags, search keywords and finally uploaded into the system.
Version control and SOP lifecycle management Intelligent search and retrieve functionality Reporting/MIS Top Searches and Frequently Asked Queries “No Results” Searches tracked so that appropriate documents/information can
be published for future queries Mobile device compatibility – A Customized Search Page to be device sensitive
and should be able to deliver the content on a Mobile Phone Discussion Forum and User Generated Content for Processes (Ask an
Expert/Process Trainer)
OUR SOLUTION
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
BUILDING BLOCKS Single Sign-On
(with AD Authentication) Document Approval Chain Document Versioning and
Version Control Scanned Documents in
TIFF or PDF Out-of-box Reports and
Ad-hoc Reports on Demand
OUR SOLUTION
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
SCENARIO GENPACT > BFSI > AON > CLOSURES + ENQUIRIES Users (Password genpact@123)
AON Vikrant Kapur > vikrant.creator Amadeep Kaur > amandeep.quality Ruchi Narang > ruchi.publisher Gautam Malik > gautam.ar.agent Lokesh Mahajan > lokesh.ap.agent
Wells Fargo User Pradipta
DEMO DETAILS
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
ACCESS-BASED VIEWS OF SITE AND DOCUMENTS SOPS MAPPED WITH RESPECTIVE PROCESSES KEYWORDS
Keyword Definition Best Bets Synonyms (Phrases/Acronyms)
DOCUMENT CREATION PROCESS Multiple Templates Possible for each Process Meta Tag Panel on top of each Document:
COE Business Process Key Words Title Creation Date Modified Date Version No.
DEMO DETAILS
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
SEARCH Smaller Search Scopes defined (Process-wise) to enable more refined Search Search by Synonyms Duplicate Searches Top 10 Searches Related Queries Auto Suggest (in Search Box) Author, Language, Document Type Highlighting of Text within PDF (when you open the Document)
SEARCH RESULTS REPORT Zero Search Top Queries over last 30 days Top Destination Pages/Documents Most Clicked Best Bets Queries with Zero Best Bets Queries with Low Click-through
DEMO DETAILS
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
SHOWN ON SEARCH RESULTS PAGE AGAINST EACH SEARCH RESULT: THUMBNAILS/BROAD PROCESS MAP MUST-DO ADDITIONAL INFORMATION
DOCUMENTS, CONTENT AND SEARCH IN MULTIPLE INDIAN LANGUAGES
TYPING IN INDIAN LANGUAGE USING NATURAL LANGUAGE TRANSLATORS
BEYOND THE DEMO
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
HOME PAGE
SOME SCREENSHOTS
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
DOCUMENT CENTRE (PROCESS FOLDERS)
SOME SCREENSHOTS
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
DOCUMENT CREATION
SOME SCREENSHOTS
Document Meta Tags
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
KEYWORD CREATION
SOME SCREENSHOTS
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
SEARCH RESULTS PAGE
SOME SCREENSHOTS
Auto-suggest
Best Bets
Search Results
Related Queries
Top 10 Queries
Document Creator-wise
Based on Date
Language-based
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
SEARCH RESULTS REPORT: TOP QUERIES
SOME SCREENSHOTS
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
SEARCH RESULTS REPORT: TOP DESTINATION; ZERO QUERIES
SOME SCREENSHOTS
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
SEARCH RESULTS REPORT: MOST CLICKED BEST BETS; ZERO BEST BET AND QUERIES WITH LOW CLICK THROUGHS
SOME SCREENSHOTS
DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010
CONTACT INFORMATION
CONVERGENT TECHNOLOGIES
http://www.convergenttec.com
Contact: Sujit Panigrahi
Thank you for your Interest. Our team is excited to work with you and help you in enhancing your business value