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19 May 2012

19 May 2012. Capture: The Missing Link in True SharePoint BPM. The first ever all green SharePoint event on earth. Gia Thom – Intervate @ NostalGia_T Mike Bueltmann - KnowledgeLake @ mikebueltmann. SharePoint Reality Check?. ECM from Microsoft. Capture & Traditional ECM. Paper. Fax.

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19 May 2012

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  1. 19 May 2012 Capture: The Missing Link in True SharePoint BPM The first ever all green SharePoint event on earth Gia Thom – Intervate @NostalGia_T Mike Bueltmann - KnowledgeLake @mikebueltmann

  2. SharePoint Reality Check?

  3. ECM from Microsoft

  4. Capture & Traditional ECM Paper Fax Understand Decide Email SMS BPM XML Portal ERP/LOB/CRM Office Fail PDF SharePoint ECM/RM Database x What is it? What do I do with it? Extended time for sorting & on-boarding

  5. Capture & SharePoint-based BPM Automation – ZERO time! Decide Understand Understand Decide Paper • SharePoint Fax Capture Solution Email SMS BPM XML Portal ERP/LOB/CRM Office PDF ECM/RM Database Social WIN Reduced time

  6. The Problem with Native Capture

  7. Electronic Content Processing Shared Drive (J:) Shared Drive (J:) ADVANTAGES OF METADATA Fast Retrieval Process Automation Alerts File Management Records Management Debbie’s Floral Shop Franks Auto Band Land Inc Apple Painting Co Commercial David Properties Central Region Illinois Accounts Apple Contract.doc Apple Contract v2.doc 0221-100810.pdf October 09 Activity.xls Content Type Packing List – PO 112233.pdf PO Invoice # Vendor Name Region State Account Type Amount Metadata (Column) Request from Apple.msg PO – 112233 – 1895.pdf Notes.txt November 09 Activity.xls

  8. Worlds Largest (Worst) Repositories E:/OnmyhardDrive/NotInSharePoint/GrowingEveryDay/ WhenILeaveYouWillNotFindWhatYouNeedInThisMess/ SomeOfTheInformationRelatesToContractsWorthBig$$ToOurCompany

  9. Demo Integration with applications & MS Office

  10. The Problem with Paper

  11. Paper Processing – a costly exercise! Fax Paper /Phone Costs CopiedDocuments ShippingCourier Costs Consumables OffsiteStorage Handlingof Paper File Cabinets Processes

  12. Paper – a massive risk DisasterRecovery Lost or MisfiledDocuments Compliance CustomerService Audits and Litigation EmployeeKnowledge

  13. Demo Getting rid of paper

  14. The Problem with Information Capture

  15. Intelligent Data Recognition

  16. Demo Intelligent recognition & data extraction

  17. The Problem with Perceptions

  18. How do you know SharePoint? x NoMetadata x NoRetention Management Fail x Fileshare? NoWorkflow x NoContext

  19. SharePoint Content Management Security e-discovery Records Management Governance and Compliance Content Repository Taxonomy Rights Management • CONTENT MANAGEMENT AS INFRASTRUCTURE

  20. SharePoint Content Management Office Tools Communication Tools Intranet/Extranet or Team Sites Security Social Tools e-discovery Records Management Search Governance and Compliance Content Repository Taxonomy Collaboration Tools Rights Management • CONTENT MANAGEMENT AS INFRASTRUCTURE • USER EXPERIENCE

  21. SharePoint Content Management Composite Applications Workflow Office Tools Communication Tools Industry Solutions Horizontal Solutions Intranet/Extranet or Team Sites eForms Financial Service Healthcare Government Retail Manufacturing Product Development IT HR Sales & Marketing Customer Service Security Social Tools e-discovery Records Management LOB Integration Search Governance and Compliance LOB Systems Content Repository Taxonomy Collaboration Tools Rights Management • BUSINESS SOLUTIONS • USER EXPERIENCE • CONTENT MANAGEMENT AS INFRASTRUCTURE

  22. What powers ECM in SharePoint Content Type • ECM • Content Types • Metadata • Templates • Workflow • Retention • Content Organizer • File Plan • Records • In-place records WIN YesMetadata YesRetention YesWorkflow YesTemplates EXCEL WORD PPT

  23. Demo Rapid Document Retrieval

  24. ♥ Why we Capture Easy on-boarding of electronic files Minimal manual information capture Optimal use of SharePoint No paper!

  25. Questions? (ask us anything!) Mike Bueltmann mike.bueltmann@knowledgelake.com @mikebueltmann Thank you! Gia Thom giat@intervate.com @NostalGia_T

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