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From Concept to Reality – overview of how Intergen delivers the solutions to achieve the outcomes required.
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SharePoint 2010 & RecordPoint New Wave of Document & Records Management
From Concept to Reality
25 May 2011
From Concept to Reality
Introduction – Steve Lapwood
40 years international experience of business systems
ECM/IM consulting for 11 years
Focus on achieving beneficial business outcomes for Clients
www.intergen.com.au/Who-We-Are/Our-People/Our-Experts/steve-lapwood/
Intergen
OUR HISTORY
2007 New Intergen Hosting Centre opens Microsoft Dynamics CRM hosting
2008 Microsoft NZ Partner of the Year 2008 Microsoft Presidents Club achieved
2010 Intergen Microsoft Partner of the Year 2010 – NZ Inner Circle & Presidents Club
2005 Microsoft Dynamics Intergen becomes Microsoft Dynamics partner
2001: 38
HISTORY
PEOPLE
2001 Intergen formed Projects showcased at NZ .NET launch
OFFICES
REVENUE
2005 : 100 2008 : 220
Wellington + Auckland + Christchurch + Dunedin
$1m
$12m
$18m
2001 2005 2007
$24m
2008
+ Sydney + Perth
2007 : 150 2010 : 240
$28m
2010
2011 Intergen Microsoft Partner of the Year Inner Circle & Presidents Club
2011 : 280
$33m
2011
OUR EXPERTISE IN SHAREPOINT
280+
3 2009 Microsoft Business Productivity Enterprise Content Management Solution of the Year
47
FOUR PRACTICES
DYNAMICS SOLUTIONS
PORTALS, CONTENT & COLLABORATION
ENTERPRISE APPLICATIONS
CONSULTING & ARCHITECTURE SERVICES
From Concept to Reality Intergen’s Solutions and Services
From Concept to Reality
OUR VALUE FOR YOU
Take Great
Products
Deliver Specific Business Solutions for You
Help You Realise
Business Benefits
From Concept to Reality
Roadmap and IM
Strategy
Vision
Roadmap
Governance
Classification
Records Management
Integrated Technology Solutions
ECM
EDRMS
Office
Outlook
SharePoint RecordPoint
OnePlaceMail
Search
SharePoint Search
FAST ESP
Scanning
Fuji Xerox Apeos/
SMARTConnect
Implementation and Deployment Services
Solutions delivery
Envision & Plan
Develop
Stabilise
Deploy
Information Management
Records Management Standards &
Practices
Business Transformation
Change Management
Process
Improvement
ECM-EDRMS SOLUTION AND SERVICES
From Concept to Reality
SOLUTION DELIVERY FRAMEWORK – KEY DELIVERABLES
Awareness/Requirements Workshops
Design Workshops
Business Requirements
Solution Architecture
PMP
Integration/Migration/ Deployment Strategies
Training Migration
Change Management
Pilot Sites Implementation
Our Experience
From Concept to Reality
EDRMS CLIENTS
An Example Engagement
From Concept to Reality
Paper
File shares
Hundreds of folders
Intranet
Pictures
LoB repositories
Silos of information
Finding stuff
Sharing to build value
Knowledgebase
Retiring baby-boomers
Gen X/Y expectations
Need to do something:
Have been talking about it for years
STATING THE PROBLEM
From Concept to Reality
SharePoint 2010 in pictures
How does SP2010 deal with Content
and Document Management
RecordPoint for records management
OnePlaceMail for email records
Enterprise intranet & collaboration
Who is using SP2010 and for what
purpose
The journey - from concept to reality
How to start – the next steps
“The Art of the Possible” TO HELP VISUALISE THE SOLUTION
From Concept to Reality
A single approach for all
documents that everyone
uses
Simple and effective
Easy to find stuff
Records management as
a by-product of normal
activity
ILLUSTRATE THE ANSWER – WHAT IT MIGHT LOOK LIKE
From Concept to Reality
ARTICULATE THE DOCUMENT MANAGEMENT GOALS
To deliver to the business a single,
easy to use document
management framework for
electronic and hybrid documents
To improve access to information
whenever and wherever needed
To improve the ease and value of
finding stored information through
better document classification
To reduce the reliance on paper
documents
To significantly improve the
effectiveness of staff through better
information management practices
Improve processes for creating
large, key documents
Provide access control and
version control to managed
documents
Improve the value and use of
“smart” templates for document
creation
Effective change management is
conducted as an integral part of
deployment
From Concept to Reality
CAPTURE BUSINESS REQUIREMENTS - FUNCTIONALITY TO BE EXPOSED
Type Description Business Priorities Business Benefits
Intranet • Sites/pages • Libraries • Lists • Views • Project workspaces • Blogs
High
Single place to find information
Collaboration environment
Document Management
• Single document management environment
• Classification • Content types • Information Architecture • Metadata standards
• Versioning
High
Single place to store and find Clear and easy to apply IM
standards Easier to find Correct version Controlled access and
actions Fast previewing
Document Workflow
• Review, approve, publish • Email integration
Medium
Document lifecycle management for controlled documents
Notification and tasks
Search • Sites • Libraries • File shares
High
Single enterprise search tool with previews
Security trimmed results
From Concept to Reality
DESIGN THE HIGH-LEVEL SOLUTION MODEL
SharePoint 2010
LAN/Web
Intranet
Content Mgt Doc’t Mgt
Search
Integration
Office
Outlook
Explorer
ActiveDir
WCF
BCS
OnePlaceMail Legacy EDRMS
Dashboards
Collaboration
Forms
Migration Tools
RecordPoint
Rules Engine
BCS / Metadata Management
Retention and Disposal
Views and Reports
Team Sites
Libraries
Libraries Documents
LoB Applications
From Concept to Reality
Governance Framework
Business Transformation
Information Management
Content Management
Integration
Migration Tools
ECMS Solution
HOW TO ACHIEVE BENEFITIAL BUSINESS OUTCOMES
Operational
Outcomes
From Concept to Reality
Functionality
Function exposed to users
Content
Structure
Source
Migration
Process
BAU
Project
Governance for changes
Change management
Communications
Training
Support
… IN MANAGEABLE PHASES – ROADMAP TO SUCCESS
How to Get Started
From Concept to Reality
Engage Intergen to
Facilitate Requirements Workshops and document
Develop Vision and Roadmap
Define Phase 1 Plan and Budget
Help develop the business case
SUGGESTED NEXT STEPS
Thank you! Questions?
