sharepoint saturday - sacramento --- sharepoint and paper belong together
Post on 20-Oct-2014
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Welcome to the First Annual SharePoint Saturday
Sacramento!!
Sacramento Sacramento
Jeff Shuey [email protected]
M: +1 425 922 8056 Twitter: @jshuey
Web: kodak.com/go/sharepoint
Sacramento Sacramento
Housekeeping
Please remember to submit your session evaluation forms after each session you attend to increase your chances at the raffle
Live Tweet the event
Hashtag: #spssac
Sacramento Sacramento
Agenda • Getting Started
• Paper is an Asset
• RUBMCB & Workloads
• Top 10 & 5 GAPS
• What is a Document?
• DEMO
• Use Case Scenarios
Sacramento Sacramento
I love the Smell
of SharePoint in the Morning
Sacramento Sacramento
Sacramento Sacramento
Document Management for $1500
Sacramento Sacramento
Document Management for FREE?
Sacramento Sacramento
Sacramento Sacramento
Sacramento Sacramento
Sacramento Sacramento
Paper is an Asset Manage it Wisely
Sacramento Sacramento
RUBMCB
Ramp Up
Build Momentum
Create Business
Applications
Workloads - How is SharePoint being used? 1. Team Collaboration
(60% of all SharePoint Sites) 2. Document Management 3. File Share Replacement 4. Portals 5. Intranets
Sacramento Sacramento
SharePoint is WIP Smart FOSH – Horizontal Solutions
Finance Operations Sales Human
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
Sacramento Sacramento
SharePoint is WIP Smart Vertical 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 Registration
Life 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
Sacramento Sacramento
SharePoint Top 10 ECM capabilities in SharePoint 2010 Document Sets
BLOB Storage
BCS
Audit Trail
Document ID
Content Organization
Managed Metadata
List Validations
Large List Optimization
Search
Sacramento Sacramento
5 Things You (STILL) will not find in SharePoint 2010
Records Management (RM)
Digital Asset Management (DAM)
Vertical & Horizontal Solutions
Storage (External)
Capture
Sacramento Sacramento
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.
Sacramento Sacramento
The Cake
Sacramento Sacramento
The Cake – How did we make it?
Sacramento Sacramento
How did we make it?
Sacramento Sacramento
Scan to SharePoint
Kodak Capture Pro
Kodak Scan and View
Sacramento Sacramento
Sacramento Sacramento
Enterprise Content Management (ECM)
Sacramento Sacramento
Enterprise Content Management (ECM)
Sacramento Sacramento
SharePoint Setup Wizard
Sacramento Sacramento
Scenario 1
Large Retailer – Big Box Store
Hiring Seasonal Help
Drivers, Floor Sales, Warehouse, Customer Service
Everyone fills out an application
Some jobs require additional information capture Drivers – Additional paperwork approving background checks
Scanning Drivers License and other associated documents
If Approved for the Next Step Kicks off a Workflow Process
Which includes Document Management, BPM and Storage
Sacramento Sacramento
Scenario 2
Human Resources – Onboarding Employees
New Hire – Day One Processes
Insurance Forms, Tax Forms, Personal Information
Everyone is required to complete each step Not necessarily in order
Both Paper and Electronic Documents are processed
Steps are checked & approved manually and with automated processes
Kicks off a Workflow Process
Which includes Document Management, BPM and Storage
Sacramento Sacramento
Scenario 3
Lease Agreements –
Inbound Lease Agreements
The 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
Sacramento Sacramento
Sacramento Sacramento
Document Management for $1500
Sacramento Sacramento
Document Management for FREE?
Sacramento Sacramento
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
Sacramento Sacramento
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.
Sacramento Sacramento 42
Document Imaging Platform Standards that set the parameters for business growth
Jeff Shuey [email protected] M: +1 425 922 8056 Twitter: @jshuey Web: kodak.com/go/sharepoint
Find my Blog Posts Here: Kodak’s Grow Your Biz site - http://bit.ly/hDdnFl AIIM Capture Community - http://bit.ly/fYjWUY My personal blog - http://bit.ly/gOzKyQ
Join us at 6:00 pm at BJs Brewhouse for a free drink, kindly provided by Rackspace! 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!
Sponsored By…..
Sacramento Sacramento
Reference Information
Start Here: Benefits of SharePoint 2010 as a Product Platform (34 pages)
Link: http://bit.ly/g6Ox0c on Three Will’s site For more detailed information:
SharePoint 2010 Walk Thru Guide (110 pages)
http://bit.ly/aUtb8D
Microsoft.com http://sharepoint.microsoft.com
Microsoft TechNet http://technet.microsoft.com/en-us/sharepoint/default.aspx
Benefits of
SharePoint
Getting Started on SharePoint