Extended Content Management on SharePoint

1. Extended Content Management on SharePoint Agile ECM Jim Silvia Regional Manager jsilvia@laserfiche.com 562—988-1688 x187

2. Agenda Laserfiche Overview Enterprise Content Management How SharePoint & Laserfiche work together Demonstration Spindletop MHMR Case Study

3. Laserfiche Corporate • Established 1987 • Content Management Suite Provider • MSFT Gold Certified Partner • MSFT US-Managed • Consistent Growth • FY2009: ~10% Growth • 28,000+ Organizations internationally • 600+ Partners • 250 Employees • 7 Languages

4. Laserfiche Enterprise Content Management • Document Imaging • Document Management/Collaboration • Records and Retention Management • Message Archiving • Web Content Management • Business Process Improvement

6. Laserfiche 4 Quadrants of ECM CaptureScanningHard CopiesElectronic Importing DistributionPrintingEmailingFaxingWeb AccessCD/DVD Publishing IntegrationOpen ArchitectureLegacy SystemsAccounting HR CRM CAD/RMS GIS Management RoutingAutomatingWork Flow Auditing Records Management

7. Benefits of ECM • Measurable Value Proposition (ROI) • Mature technology • Eliminate Paper • Faster Access to Information • Automate Taxonomy • Business Process Management • Web Access • Records Management • Cross Platform/Departmental • Supports Business Continuity and Disaster Recovery • Integration • Portal and other Web Services • Get more from existing infrastructure/applications • Governance and Compliance

8. The Benefits of ECM • Activities • Document Access • Compliance • Records Management • Disaster Recovery • Automate Processes • eCommerce/ eGovernment Benefits • Leverage Infrastructure • Improve Efficiency • Increase Revenues • Save $$$$$

9. 5015.2 Joint Certified

10. Bringing expedited Sales and Deployment to the ECM addressable market Laserfiche + SharePoint = Agile ECM Together we complete ECM

11. Agile ECM Benefits Built on Microsoft standards that make it widely interoperable, extensible and easy to administer, Agile ECM is a critical necessity for IT managers at any dynamic organization, offering: • Rapid deployment • Streamlined development • Central control over standards, security and auditing, while still offering the flexibility to service individual business units • Organic expansion throughout your organization, crossing departmental boundaries and integrating easily with other line-of-business applications and legacy systems to eliminate data silo

12. Agile ECM Framework

13. HR Onboarding Case Management Account Processing AP Processing New Account Opening Contract Life Cycle Account Approval Transaction Processing Revenue Cycle Tax Processing System Architecture

14. SharePoint 2010 Laserfiche, Better Together

15. 1. Record center integration

16. 1. Record Center Integration Move content to Laserfiche manually, through workflows or through information management policies Automatically map SharePoint columns to Laserfiche templates based on Content Type Add “stub” or hyperlinks to documents Automatically classify records in Laserfiche based on business rules

17. 2. Dynamically populated task list

18. 2. Dynamically Populated Task List Laserfiche workflow integrated with SharePoint 2010 Activity in Laserfiche triggers action in SharePoint Sample actions include: Automatically creating and assigning project tasks Automatically removing tasks as they’re completed Automatically trimming libraries when content is moved to Laserfiche

19. 3. Web Part integration

20. 3. Web Part Integration Laserfiche provides browse and search parts for SharePoint 2010 Browse part displays relevant portions of Laserfiche repository and provides scanning capabilities Search part provides Laserfiche specific search capabilities including records management reports

21. 4. External list integration

22. 4. External List Integration Laserfiche can be configured as a data source for SharePoint lists List views can be configured as process reports, to show status queues or work items List items can be edited in SharePoint triggering Laserfiche workflows

23. 5. Integrated search

24. 5. Integrated Search Laserfiche can be configured as a content source and crawled by SharePoint Integrated search performs content, name and metadata searches Search results are trimmed based on user security and include lines of context

25. Major Modules—Web Access Web-based ECM Web browser-based thin client Virtually all the functionality of the standard, installed Laserfiche interface: search, retrieve, annotate, collaborate, administer Remote scanning Mobile device support

26. Major Modules—Quick Fields Production-level document capture and processing Image processing and enhancement Data extraction and storage Comprehensive feature set Wide support of scan engines and interfaces

27. Demonstration HR Onboarding

28. VA Port Authority • Norfolk, Portsmouth, Newport • Storage challenges • Annual manual purging audits • Retention 50yrs-Forever • MSFT SharePoint “We needed a system to integrate with our existing SharePoint deployment.” -Angela Ellis, Senior IT Analyst, VA Port Authority

29. VA Port Authority Continued… • 28 Vendors, down to Laserfiche • Reduction in paper flow • Streamlined retention policy • Re-claimed real estate • Enterprise search • Simplified access at an enterprise level • TCM use case: RFP management & collaboration

30. Spindletop MHMR Case Study 8,000 patients/year, 400+ employees 80,000 files in storage facility costs $2,000/month, 6 full time staffs to maintain, $4 each file to retrieve, files lost Bring in SharePoint for Intranet Site Then brought in Laserfiche to complete Agile ECM “Laserfiche provides a scalable solution that’s easy to install, easy to administer, and easy to use. We’re very happy with the way Laserfiche has enabled Spindletop MHMR Services to expand our use of SharePoint and improve the way we manage content.” Jerry Carnley, CIO, Spindletop MHMR Case Study – Spindletop MHMR

31. Want to learn more? Webinars: • ECM + BPM =Contract Management • ECM + BPM: HR Onboarding With Laserfiche & MS SharePoint • ECM+BPM = Shared Services • Collaborative Case Management For Government= ECM+BPM

32. Questions? Jim Silvia Regional Manger 562-988-1688 x187 jsilvia@laserfiche.com www.laserfiche.com