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Leveraging SharePoint for Business Automation : Maximize your Investment

Leveraging SharePoint for Business Automation : Maximize your Investment. Presented by: Bob Dickerson, SharePoint Practice Manager. www.DataPointConsulting.com. Who in the audience is using SharePoint ?. Why integrate OnBase and SharePoint ?. Information Silos. WWW. Intranet. T&E. HR.

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Leveraging SharePoint for Business Automation : Maximize your Investment

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  1. Leveraging SharePoint for Business Automation: Maximize your Investment Presented by: Bob Dickerson, SharePoint Practice Manager www.DataPointConsulting.com

  2. Who in the audience is using SharePoint ?

  3. Why integrate OnBase and SharePoint ?

  4. Information Silos

  5. WWW Intranet T&E HR AR MS Word IS Email ECM CRM ERP AP Information Silos Application Jumping

  6. Custom Coding

  7. Without Integration • How many disparate systems are users required to use to perform their primary job tasks? • How much training and support is required for users, regardless of location? • How do SharePoint users manage paper documents? • How is information made easily available to users? • How are records managed consistently across multiple systems?

  8. What is the Value ? • Leverages existing investments • Promotes worker efficiency • Easy remote and public user access • No costly custom development

  9. What is the Value ? • Content management and accessibility in the way that best meet the needs of every user. • With no custom development. • Contextuallyconnecting related information: • Regardless of the primary interface application. • Regardless of where it is stored.

  10. Knowledge Workers Project Manager CFO AP Clerk Product Labs IT Staff Corp. Headquarters

  11. How do our integrations solve these challenges ?

  12. OnBase Integration Modules for SharePoint 1 Web Parts 2 4 Site Provisioning Archive Services 3 5 6 Search Ad-hoc Scanning Content Connector

  13. Overview • Dedicated SharePoint Consulting division of DataBank • Microsoft Partner – Collaboration and Content Competency • Nationwide Organization with dedicated resources • Specializing in the discovery, deployment, implementation, training and support of Microsoft SharePoint for Business Automation • Expertise in Content / Document / Records Management • Provider of Innovative Solutions and Service • 3rd party COTS integration experts that complement Microsoft SharePoint www.DataPointConsulting.com

  14. Business Solutions Business Process Automation Document Capture Records Management Advanced Workflow Digital Signatures Security & Infrastructure Management Compliance & Governance Migrations Cloud / Hosted Solutions Image Viewer

  15. What is SharePoint? “SharePoint is a general purpose platform for connecting people with information.” • Steve Ballmer- CEO Microsoft Microsoft SharePoint is a Web application platform Enterprise Collaboration and Content management platform – PLUS More

  16. Why SharePoint? • Push more controls to knowledge workers • Enable Employees to be more productive • Streamline management with a unified, scalable infrastructure • Maintain control with flexible deployment options • Better user adoption • Strong flexible Platform • Leverage existing investment in MS Technologies • Abundant availability of 3rd party products • Integrate into other LOB applications • Security Controlled • Quicker ROI

  17. SharePoint Journey? • Initial Deployment • Business Solutions • Broad Adoption • Deploy collaboration sites that connect teams , improve access to information and increase productivity • Deliver advanced workloads that broaden adoption, drive compliance and reduce the cost of maintaining multiple systems • Build tailored business solutions • that provides insight, improve decisions and increase organizational agility Empowerment and Agility Sophistication and Control

  18. Want to see some examples of our work ?

  19. Project Outline #1 • Project Profile • Client : Philips Remote Cardiac Services • Vertical: Healthcare • Users : Over 1,000 Physicians • Platform : SharePoint 2013 hosted in vendor datacenter • Solution Description • Migration of paper based prescriptions • 20K – 30K manual indexing per month • 3 full time employee’s • Need secure portal solution for Physicians (external) • Digital signature solution • Comply w/ HHS standards

  20. Project Outline #2 • Project Profile • Client : Radio One, Inc. • Vertical: Urban Media Specialist –Multimedia –Radio & TV • Users : 500+ Internal Users • Platform : SharePoint 2007 & 2010 on-premises • Solution Description • Currently migrating from 2007 to 2010 • Stores over 1TB of total data across 5 different geographic regions and 16 offices • Integrates with accounting program – Lawson • Automates 100’s of forms and processes with InfoPath and Nintex workflow in SharePoint including Payment cancellation, credit override, SOX notifications, etc. • Leverages the platform for their subsidiary TV-One and uses it for tracking and planning all TV show production schedules and deliverables.

  21. Radio One • Project Review and Features • SharePoint 2007 to SharePoint 2010 migration • Extensive form use and creation

  22. Radio One • Project Review and Features • 1,000’s of business automation workflows in use • Multi-stage and multi-approve workflows built with full business logic • LazyApproval– Workflow approval from email response.

  23. Project Outline #3 • Project Profile • Client : GLO Texas • Vertical: State Government • Users : 25 Internal and 0ver 500 Anonymous Access external • Platform : SharePoint 2013 hosted in vendor datacenter • Solution Description • 400 Page Word Document / Wiki Page • Leveraging a secure hosted SP2013 solution • Internal and external users access • Utilizes Control Groups / Security Access • Section filtering within the Wiki pages • Specific work definition tool tips • Hosts streaming video from SharePoint 2013

  24. Texas GLO • Project Review and Features • Integrated Video • Related Content

  25. Texas GLO • Project Review and Features • In-depth access reporting and auditing • Mobile functionality and accessibility

  26. Project Outline #4 • Project Profile • Client : Security Industry Association • Vertical: American Trade Association – Represents Security Products Manufactures • Users : 50 Internal and Internet Facing Site • Platform : SharePoint 2013 on-premises • Solution Description • HTML5/CSS3 Compliant website built on SharePoint 2013 • Leverages built-in SharePoint’s web CMS features including; • Web Analytics • FAST Search integration for website • Mobile Capability/Responsive Design • Publishing/Approvals • Easy to use content authoring – Wiki Style editing

  27. SIA Security Industry Association • Project Review and Features • Internet-facing Website built on SharePoint 2013 • HTML5/CSS3 Compliant and ready • Responsive Design

  28. SIA Security Industry Association • Project Review and Features • Relevant full text search results • In-line previews • Faceted Searching

  29. Contact Us For more information on DataPoint Solutions contact us at: contact@datapointconsulting.com 855-866-4039 www.datapointconsulting.com www.DataPointConsulting.com

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