SharePoint Saturday DC by ImageTech Systems - David Strock
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SharePoint Saturday The Conference -- Enhance SharePoint ECM with Document Imaging and Workflow
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SharePoint Saturday DC by ImageTech Systems - David Strock
- 2. ImageTech Systems, Inc. Company Overview Electronic Document Management Systems Integrator with a focus on Enterprise Content Management Solutions: Document Imaging Systems Document & Data Capture (OCR, Bar-codes, etc.) Workflow and Business Process Reengineering Integration with Existing Legacy Systems E-Forms Automation (XML, XForms, HTML, PDF, InfoPath) Microsoft Certified Partner
- 3. Microsoft SharePoint Platform Ribbon UI Business Connectivity Services SharePoint Workspace InfoPath Form Services SharePoint Mobile External Lists Office Client Workflow Office Web App Integration SharePoint Designer Standards Support Visual Studio API Enhancements REST/ATOM/RSS Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis PerformancePoint Services My Sites Excel Services Activity Feeds Chart Web Part Profiles and Expertise Visio Services Org Browser Web Analytics SQL Server Integration PowerPivot Enterprise Content Types Metadata and Navigation Document Sets Social Relevance Multi-stage Disposition Phonetic Search Audio and Video Content Types Navigation Remote Blob Storage FAST Integration List Enhancements Enhanced Pipeline
- 4. Why is Document Imaging Important? • An average document gets copied /handled 19 times • Companies spend $20 in labor to file a document, $120 in labor to find a misfiled document, and $220 in labor to reproduce a lost document • An average of 7.5 percent of all documents get lost; 3 percent of the remainder get misfiled • There are over 4 trillion paper documents in the U.S. alone, growing at a rate of 22 percent a year Gartner
- 5. ECM – Today’s Challenges Proprietary, Expensive Vendors have Dominated Implementations are constrained to specialized departments User adoption is low IT deployment & maintenance costs are high / Skilled worker pool smaller Return on investment takes a long time
- 6. Magic Quadrant for Enterprise Content Management challengers leaders Microsoft Hyland IBM Oracle Ability to Execute Perceptive Software Open Text Gartner® Software EMC LaserFiche Autonomy Xerox as published in November, 2010 Objective Adobe Fabasoft Systemware Saperion Alfresco Newgen Ever Team SpringCM SunGard Xythos Siav niche players visionaries Completeness of Vision
- 7. Everyone • Everyone in the organization has access to and benefits from features Participates • Capabilities can be adjusted – everyone sees as much as they need Easy to Use • Easy for IW: supreme user acceptance & supreme adoptability • Easy for IT: great OOTB, fast to deploy & easy to manage Enterprise • Consistently high performance at scale • Feature depth, customizability, interoperability and Ready extensibility
- 8. AIIM Study 2010 ECM needs top the list of SharePoint adoption drivers “How would you describe your use of SharePoint in the following areas?” 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Collaboration/Worspaces/Team Sites ECM File Share replacement Intranet Social Networking Portal/Company News Site Portal to other repositories Enterprise Search BPM Staff Profiles/Directories Records Management Image Management Extranet Working Live Case Management Business Forms Rolling Out or Planned Roll-Out E-Discovery Email Management
- 9. Term Store, Shared Taxonomy and Content Types
- 10. In Place Records Management
- 12. Document Sets
- 14. • Potential Issues with SharePoint 2010 and Imaging • Large database growth because of Binary Large OBjects • Reading & Writing BLOBs slows SQL performance • Solution • SharePoint 2010 – RBS (Remote BLOB Storage) • Store objects outside of the database • Feature of SQL Server 2008 • Third parties can facilitate
- 15. Native SharePoint ECM Document Version Control Human Management Records Enterprise Email Collaboration Centric (Life Cycle, Management Search Check-In, Archiving Workflow Security) Check-Out Imaging Components Added by the Partner Community Structured Universal Viewer Scanning and Business Process Archiving and with Mark-up Capture Metadata Search Management Library Services Capabilities
- 16. SharePoint vs. Legacy ECM Lower Cost, More User Friendly Capture Solution Collaboration Advanced Workflow Check-in/ Document Imaging Check-in/ Check-out Capture Solution Check-out Role-based Advanced Workflow Access Document Imaging Imaging Enhancements SharePoint Legacy ECM (IBM, FileNet, etc.)
- 17. Document & Data Capture No easy way get large volumes of documents with attached metadata into SharePoint Capture Software • Scan Paper • Import Electronic Documents • Pre-Process vs. Post Process
- 18. Document & Data Capture Capture Software Features • OCR - Zonal, Drag & Drop • Database Lookups • Barcode Recognition • Text Searchable PDF • One-Touch Scanning • Auto Import Available • Output to TIFF, PDF, TXT, JPEG • Output to email • Output to SharePoint, Other ECM, ERP Systems • API for Customization
- 19. Document Imaging: Search • User Experience • Succinct Search • Efficiency • Results Manipulation
- 20. Document Imaging: View Stay in SharePoint • Zero Footprint • Universal Document Viewer (for all major File types) stored in SharePoint o TIFF o PDF o MS-WORD o MS- Excel o MS-PowerPoint o Plus 300+ file types
- 21. Document Imaging: View • Full Featured Viewer allows users to annotate, and markup documents to facilitate communication & workflow o Highlights o Markups o Sticky Notes o Redaction • Stored in SharePoint Lists (Does not alter original document)
- 22. SharePoint Workflow • Full Power of .NET, WF, etc. • Significant complexity, development time • Limited feature set • Limited sophistication • Very limited use cases
- 23. SharePoint Workflow • Full Power of .NET, WF, etc. • Significant complexity, development time • Easy User Experience •Site Provisioning • Cost savings from automation •Employee Onboarding •Leave Requests • Reporting •Contract Management •Loan Applications • Visual design •AP Processing • Wide degree of sophistication •Business App Integration •Add Users to Active Directory • Rapid development time •Procurement •Claims Processing • Limited feature set • Limited sophistication • Very limited use cases
- 24. Demo
- 27. SharePoint ECM - SUMMARY • Microsoft Provides Enterprise Content Management Platform • Document Management – Retention Policies, Security • Records Management • Basic Workflow • Metadata • Version Control, Check-in/Check-out • Enterprise Scalability • Partner Community Completes ECM Functionality • Metadata-based Search • Universal Viewer • Image and Data Capture • Robust Workflow without writing Code