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19 May 2012
Capture: The MissingLink in True
SharePoint BPMGia Thom – Intervate
@NostalGia_T
Mike Bueltmann - KnowledgeLake@mikebueltmann
The
first
eve
r all
gree
n Sh
areP
oint
eve
nt o
n ea
rth
SharePoint Reality Check?
ECM from Microsoft
Foundational ECM
Document Management
Records Management
Web Content Management
Rich Media Management
Document Output
ManagementEmail Archiving Human Centric
Workflow
Supplemental ECMEmbrace and Extend Workloads with Partners
Physical Records Management
Business Process Management
Transactional Content Management Scanning and Capture Archiving and Library
Services
Paper
Fax
SMS
XML
Office
DecideUnderstand
BPM
ECM/RM Database
SharePoint
Portal ERP/LOB/CRM
What do I do with it?What is it?
Capture & Traditional ECM
Extended time for sorting & on-boarding xFai
l
Capture & SharePoint-based BPM
DecideUnderstand
Dec
ide
Und
erst
and
Paper
Fax
SMS
XML
Office
SharePoint
ECM/RM Database
BPM
Portal ERP/LOB/CRM
Social
Reduced time
Capture Solution
Automation – ZERO time!
WI
N
The Problem with Native Capture
ADVANTAGES OF METADATA1. Fast Retrieval2. Process Automation3. Alerts4. File Management5. Records Management
Metadata(Column)
Content TypePO
Invoice #Vendor NameRegionStateAccount TypeAmount
Shared Drive (J:)
0221-100810.pdfAccounts
Central Region
Illinois
Commercial
Apple Painting Co
Band Land Inc
David Properties
Debbie’s Floral Shop
Franks Auto
Shared Drive (J:)
Apple Contract.doc
Apple Contract v2.doc
October 09 Activity.xls
Packing List – PO 112233.pdf
Request from Apple.msg
Notes.txt
November 09 Activity.xls
PO – 112233 – 1895.pdf
Electronic Content Processing
E:/OnmyhardDrive/NotInSharePoint/GrowingEveryDay/ WhenILeaveYouWillNotFindWhatYouNeedInThisMess/ SomeOfTheInformationRelatesToContractsWorthBig$$ToOurCompany
Worlds Largest (Worst) Repositories
Demo
Integration with applications & MS Office
The Problem with Paper
Paper Processing – a costly exercise!
ShippingCourier Costs
Fax Paper /Phone Costs
CopiedDocuments
Consumables
Handlingof Paper
OffsiteStorage
File Cabinets Processes
Paper – a massive risk
Audits and Litigation
Compliance
DisasterRecovery
Lost or MisfiledDocuments
CustomerService
EmployeeKnowledge
Demo
Getting rid of paper
The Problem with Information Capture
Intelligent Data Recognition
Demo
Intelligent recognition & data extraction
The Problem with Perceptions
How do you know SharePoint?
File
shar
e?
No Metadata
No Retention Management
No Workflow
No Context
xxxx
Fai
l
SharePoint Content Management
CONTENT MANAGEMENT AS INFRASTRUCTURE
Content Repository
Security
e-discovery
Records Management
Rights Management
Governance and Compliance
Taxonomy
Office Tools
Intranet/Extranetor Team Sites
Social Tools
Search
CollaborationTools
Communication Tools
CONTENT MANAGEMENT AS INFRASTRUCTURE
USER EXPERIENCE
Content Repository
Security
e-discovery
Records Management
Rights Management
Governance and Compliance
Taxonomy
SharePoint Content Management
LOB Systems
Workflow
Composite Applications
eForms
Office Tools
Intranet/Extranetor Team Sites
Social Tools
Search
CollaborationTools
Communication Tools
CONTENT MANAGEMENT AS INFRASTRUCTURE
USER EXPERIENCE BUSINESS SOLUTIONS
Content Repository
Security
e-discovery
Records Management
Rights Management
Governance and Compliance
Taxonomy
HORIZONTAL SOLUTIONS
ITProduct Development
Sales& Marketing
HR CustomerService
INDUSTRY SOLUTIONS
HealthcareFinancial Service
Retail ManufacturingGovernment
LOB INTEGRATION
SharePoint Content Management
ECM• Content Types• Metadata• Templates• Workflow• Retention• Content Organizer• File Plan• Records• In-place records
What powers ECM in SharePoint
PPT WORD EXCEL
Content Type
Yes MetadataYes RetentionYes WorkflowYes Templates
WI
N
Demo
Rapid Document Retrieval
Why we Capture♥Easy on-boarding of
electronic files
No paper!
Minimal manual information
capture
Optimal use of SharePoint
Questions?
Thank you!Mike Bueltmann
@mikebueltmann
@NostalGia_T
(ask us anything!)
