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The SharePoint ECM Solution
Tom Mullen – Regional Sales Manager
847 356‐2005
Matt Kaylor – System Engineer
SharePoint for Enterprise Content ManagementTogether Providing Solutions
Globally over 2 million licensed usersGlobally over 2 million licensed users• First vendor to adopt SharePoint since 2003• SharePoint Imaging since 2003• First Mover with SharePoint
• Fujitsu is a stakeholder in KnowledgeLake• KL software is shipped with every Fujitsu scanner
2009 & 2010
"Our partners leverage
Microsoft technologies to
address the most pressing
challenges facing state and
local government customers,"
said Gail Thomas Flynn, Vice
President, US State and Local
Government at Microsoft.
"KnowledgeLake's
implementation shows what
can be accomplished when
great technology is
combined with government
expertise."
“KnowledgeLake is a go‐to partner for scanning and capture for
SharePoint 2010.
They have built their solution entirely on the
SharePoint platform, providing a consistent user experience and
helping organizations drive great value from their existing
technology investments.KnowledgeLake specializes in scanning and capture, has a deep
understanding of the SharePoint platform, and a rich heritage in
the ECM industry.
Their focus and expertise helps organizations
extend our platform, bringing the world of scanning and capture to
SharePoint.”Ryan Duguid, Senior Product Manager
Office Business Platform Marketing Group
Microsoft Corporation
“KnowledgeLake is a go‐to partner”
Ryan is responsible for SharePoint Enterprise Content Management, having
moved to Redmond from Microsoft New Zealand where he was a Technology
Specialist responsible for evangelizing the Microsoft Office system.
• Technology Partner with the State of Michigan since 1997
• Primary supplier of Multi‐function copier technology for
the State of Michigan
• Supply and support in excess of 3,000 devices for the
State of Michigan
• IKON enables organizations to: • Recognize and reduce document‐related costs• Streamline information access and sharing • Automate time‐consuming manual tasks• Simply Work Smarter…Not Harder
• Focused on End to End Solutions across the document lifecycle
• Integration of hardware & software solutions
About IKON About IKON ––
Dan CarmodyDan Carmody
WORK SMARTER… NOT HARDER_____________________________________________________________________________________
Simply Do More with Less
The Growing Consumption Gap
7
Software & HardwareSolution features sets growing Declining percent of features in useAdoption + Integration = Maximizing your Investment
What is Microsoft SharePoint?
• Internal Website ‐
Intranet
• All Web Browser User Experience
• Document Management
• Search • Process Automation
• Project Collaboration • Forms Processing
• Website Management
• Business Intelligence
• Reporting
200720082009
Fastest Solution ever to reach the leader
quadrant! R k d #1
f
C l t Vi
i
What Changed, Same SharePoint?
Successful & many implementations
Added Solutions developed by Microsoft partners like KnowledgeLake
Solves multiple business requirements with 1 technology
More SharePoint experts than anyother ECM product
Gartner's Magic ECM Quadrant
Gartner Research
• SharePoint 2010 remains a horizontal content management offering. Microsoft does not appear
to be targeting vertical applications or transactional (fixed) content management with this
release, but rather more collaborative processes and dynamic content applications.
• This release promises improved scalability and better support for broad enterprise deployments.
• Enterprises will be better able to govern their SharePoint deployments if new features, such as
policy‐based information management, prove robust and effective.
• SharePoint 2010 provides a more intuitive user interface. The range of information workers who
can consume and use content management therefore continues to increase, blurring more
completely the distinction between user and administrator.
• ECM vendors will increasingly find themselves competing against,
rather than coexisting with,
SharePoint 2010
‐Gartner, April 2010
Reduce Redundant Solution Costs
Business Process and Forms
Business ProcessBusiness Process and Formsand Forms
Enterprise Content Management
Enterprise ContentEnterprise Content ManagementManagement
PortalPortalPortal
SearchSearchSearch
Business Intelligence
BusinessBusiness IntelligenceIntelligence
CollaborationCollaborationCollaboration
Reduce Redundant Solution Costs
CommunitiesCommunities
SearchSearch
SitesSites
CompositesComposites
ContentContentInsightsInsights
What else is AIIM Saying about SharePoint?
• It seems like all organizations using Microsoft products will over the next few years
implement SharePoint in some fashion
• Recent AIIM surveys have indicated adoption rates of over 65% across multiple
geographical regions and different verticals
• In many ways, "SharePoint" has become somewhat of a noun in the ECM space (like
"Kleenex" for tissues)
• A Good Starting Point: Focus on Paper
• With the average cost of each wasted page being about six cents,
a company with
500 employees could be spending $42,000 per year on wasted prints.
‐AIIM, Jan 2010
Today’s Challenges: Handling Paper
Compelling FactorsCompelling Factors$Offsite storage of paper$Office floor space cost
$Security of paper assets$Audit prep and execution
$Dispersed workforce$Copy, fax, and courier costs
An average
paper document
gets copied
19 times**
$220 $220 in Laborin Laborto reproduce a lost document*
$120 $120 in Laborin Laborto find a misfiled paper document*
$20 $20 in Laborin Laborto file a paper document*
There are over
4 trillion
paper documents
in the U.S. alone,
growing at a rate
of 22% per year**
* PricewaterhouseCoopers
** Coopers & Lybrand
Document Imaging BenefitsDocument Imaging Benefits
• Reduce Environmental Impact • Improve Operational Efficiency• Enhance Customer Service• Eliminate Shipping and Faxing • Streamline Document Processing• Enable Regulatory Compliance• Decrease Operating Costs• Decrease Storage Space • Provide Disaster Recovery
Digital Landfill ‐
Network Folder Repository
Metadata:
you’re already
doing this
today
Metadata:
you’re already
doing this
today
KnowledgeLake ImagingKnowledgeLake Imaging
KnowledgeLake Capture ProductsKnowledgeLake Capture Products
SharePoint + KnowledgeLake
PaperPaper
Electronic FilesElectronic Files
EmailsEmails
Electronic
Files
Electronic
Files
Document Process
ERPERPSharePoint ServerSharePoint Server
SharePointSharePoint
Routed for ReviewApproved
MFP / ScannerMFP / Scanner
KnowledgeLake Capture ServerKnowledgeLake Capture Server
BarcodeBarcode
COLD ? XML
/ CSV
COLD ? XML
/ CSV
+ KnowledgeLake Imaging+ KnowledgeLake Imaging BCSODBCOracle
BCSODBCOracle
Web Viewer | Search | Indexing | Export Web Viewer | Search | Indexing | Export
Desktop User Products
Server Products
Content Mgmt Forms Business IntelSearchPortal Collaboration
Capture Server
Batch ProcessingBatch Processing
Web Scan /
IndexingWeb Scan /
IndexingFolder Watch /
MFPFolder Watch /
MFPImage Clean UpImage Clean Up
OCR Barcode / full textOCR Barcode / full textCSV & XML ImportCSV & XML Import
Capture (Scan)Batch Scanning Batch Scanning
OCR (full text & zonal)OCR (full text & zonal)
Inherits SP SettingsInherits SP Settings
PDF, TIF & XPS creationPDF, TIF & XPS creation
Barcodes & Patch codesBarcodes & Patch codes
Auto Index w/ ImagingAuto Index w/ Imaging
ConnectFile/Index Outlook filesFile/Index Outlook files
File/Index all Doc TypesFile/Index all Doc Types
Auto Index w/ Imaging Auto Index w/ Imaging
Inherits SP SettingsInherits SP Settings
Image Enable LOBImage Enable LOB
MS Office IntegrationMS Office Integration
Imaging
Content Type
WorkflowIndexingIndexing
Set Required Fields, Masks, ViewSet Required Fields, Masks, ViewValidationValidation
Results Thumbnail PreviewExport ResultsExport ResultsScope & User ControlScope & User ControlIndex Data SearchIndex Data Search
Redaction EncryptionRedaction EncryptionAnnotationsAnnotationsTIF, PDF, JPG, MS OfficeTIF, PDF, JPG, MS Office
Database Lookup IndexingDatabase Lookup Indexing
Web Viewer:Web Viewer:
Search:Search:
Indexing:Indexing:
Scanned Documents
Released to SharePoint
Successful ReleaseSuccessful
KnowledgeLake Certifications
Certification Description Total
MCTS Microsoft Certified Technical Specialist 46MCP Microsoft Certified Professional 17MCPS Microsoft Certified Product Specialist 10MCNPS Microsoft Certified Network Product Specialist 7MCSE Microsoft Certified Systems Engineer 6ECMp Enterprise Content Management: Practitioner 12CDIA+ Certified Document Imaging Architect 41
KnowledgeLake has over 130
industry related certifications including:
*
Microsoft Most Valuable Professional (MVP)*
Microsoft Certified Master for SharePoint (MCM)
“The document capture solution
from KnowledgeLake and
Microsoft SharePoint has
allowed Build‐A‐Bear associates
to scan business critical
documents from stores around
the country and share them in
SharePoint.”
Dave FinneganChief Information BearBuild‐A‐Bear Workshop, Inc.
“With KnowledgeLake and SharePoint, we got rid of faxing and emailing for approvals [and] we increased processing by 40%!”
Lewis WakeCIOAdvantage Sales
& Marketing
“The problems of locating documents, through the approval process, and havingdocuments available tocustomers regardless of whichbranch they enter‐those problems are gone, thanks to
KnowledgeLake and SharePoint Server”
Dan Barbattini, Senior Vice
President and CIOBank Of Choice
UsabilityUsability
• Ease of Use• Consistent Look & Feel• Increased User Adoption• Industry Compliances
SavingsSavings
• Rapid Payback in Months • Hard and Soft Dollar Savings• From 3 to 1 Ratio of Savings over
Cost Per User Per Month
CostCost
• Low Cost of Ownership• No Volume or Click Charges• Modular Deployment
SharePointSharePoint
• Leveraging SharePoint as a Repository• Works with WSS or MOSS• Integrated into SharePoint•Business Process Workflow & Automation
Resources
• KnowledgeLake
White Papers• Product Demonstrations• Streaming Presentations• Webinars• ROI Assessment • Case Studies
– Microsoft & KnowledgeLake– KnowledgeLake
website
Contact InformationTom MullenCentral Region Sales Manager847 356‐[email protected]