sharepoint saturday - bend, or
TRANSCRIPT
Welcome to the First Annual SharePoint
Saturday Bend
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SHAREPOINT AND PAPERBELONG TOGETHER
Jeff [email protected]
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 [email protected]: +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