Extending native SharePoint functionality to enhance end-user document capture, categorisation and retrieval

1. Extending native SharePoint functionalityto enhance end-user document capture, categorisation and retrieval (Translation: getting paper and electronic documents into SharePoint more easily AND effectively) KnowledgeLake & Microsoft SharePoint (WSS and MOSS)

2. Agenda • Introductions – Me, Clayko and KnowledgeLake • Why you should be interested! • Brief overview of the KnowledgeLake suite • Demonstration • Q & A

3. Who’s who • Phil Duffy – SharePoint Architect (5 years) • SharePoint User (4 intranets and counting…) • Intranet Analyst and Architect for 12 years (30+ intranets…) • Worked with SharePoint in UK, Canada, US and Australia – many scenarios that end up with the same problems • Clayko Group • Document Imaging & Capture specialists – over 12 years experience • Headquarters in Perth(Cottesloe) with an office in Sydney • KnowledgeLake partner for Australia and NZ • KnowledgeLake • Managed Gold Certified ISV and Member Partner Advisory Council • Founded in 1999 and Headquartered in St. Louis, USA • Document Imaging & Capture only for Microsoft SharePoint

4. Addressing real-world problems? • Document Scanning and Imaging – completing the ECM stack • “Now I’ve got this great intranet/document management system built on SharePoint. I need to get all my historical paper documents into an electronic format and into the same managed environment.” • Enhancing the end-user experience (the drivers of your system) • Adding and updating documents easily and intelligently(who hasn’t tried to avoid entering metadata!) • Finding (not Searching) relevant documents easily • Reduces training requirements

5. Don’t believe me, believe Gartner! Gartner’s - Magic Quadrant for Enterprise Content Management report http://mediaproducts.gartner.com/reprints/microsoft/vol6/article3/article3.html - 23 September 2008 ...or Fujitsu KnowledgeLake Integrates SharePoint ECM Software Across Entire Fujitsu Document Imaging Scanner Line – reuters article, March 2009

6. Re-use your SharePoint effort • Inherits permissions and access rights from SharePoint groups • Document Class • Uses SharePoint Content types to control ALL document loading • Extends functionality with DB lookup and validation (MS SQL, OLEDB, ODBC, Oracle) • Extends existing document libraries using folders for large volume management (hidden in views) * (Does not mean you can forget about SharePoint best practice for Site Collections and Databases) * Scaling SharePoint® 2007: Storage Architecture Whitepaper - http://www.knowledgelake.com/whitepaper/default.asp

7. KnowledgeLake Product Suite Client / Desktop Server

8. KnowledgeLake Functionality

9. Major Benefits of Desktop Products • Capture • Scan, View, Edit and Index in one or multiple stages • Release (targeted) • Directly to SharePoint • Process with Capture Server - save to SharePoint • Connect • Save and Index – directly to SharePoint (or Capture Server) • Batch indexing – low volume • LOB integration (Connect 4.0 – just being released in the US and we will be supporting it from October onwards)

10. Major Benefits of Server Products • Imaging Server • Targeted and User Directed Search without development • AJAX based Viewer extends the MS Client stack (same look and feel) • Browser based (reduces desktop reliance) • Annotations(replace add-hoc notes written on paper) • SharePoint Workflow integration • Fully documented SDK available • Capture Server • Batch processing based on pre-defined rules • Process automation with audit trail and manual intervention if required • Apply same rules across all ECM

11. Demonstration KnowledgeLake Suite

12. Q & A... • Two take-away points: • End-user experience • Completing the ECM stack with Document Imaging (scanning)

13. Contact Details Phil Duffy SharePoint Architect Clayko Group Tel:(08) 9385 2059 Mobile: 0403 252 413 Email: phil.duffy@clayko.com.au