Share Point Webinar 09

8/8/2019 Share Point Webinar 09

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1 Copyright 2009 All rights reserved. Global 360 Inc.

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Terry Schurter

Director Product Strategy

Global 360

Mikhail Dikov

Microsoft SharePoint MVP

Global 360


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Copyright 2009 All rights reserved. Global 360 Inc.2

Todays Speakers

Terry Schurter [email protected] of Product Strategy, Global 360, Inc.Author: The Insiders Guide to BPM: 7 Steps to ProcessMastery

Mikhail Dikov [email protected] SharePoint MVP and

Principal Software Engineer, Global 360, Inc


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Love yourSharePoint thinkprocess withSharePoints

maturingcapabilities

Pick the right toolfor the job -- onesolution doesnt

fit all

LeverageSharePoint tosimplify how work

gets done forallparticipants in

your process

#1 #2 #3

How to leverage SharePoint as a ProcessPlatform - Agenda


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Love your SharePointA growing user community

100,000,000+ licenses

17,000+ companies

52% Market share (Forrester)

Fastest to Leader s Quadrant (Gartner)

60+% of CIOs see as CORETECHNOLOGY (IDG)


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Love your SharePointAnd leverage its true potential

Enterprise Content Management

Business Process Management

Collaboration

Content Sharing

Portals


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The content is in it

The features are there

Familiar user environment

Familiar development environment

Seamless integration with Microsoft

components


7/28Copyright 2009 All rights reserved. Global 360 Inc.7

Size to Fit your Purposeby understanding your process needs


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Love your SharePointThe SharePoint process sweet spot

DEPARTMENTAL

CROSS-ORGANIZATION

COMPLEXSIMPLE

New account opening

Customer on-boarding

Order-to-cash

Claims/Loan processing

Merchant services

Expense reports

Leave requests

Employee on-boarding

Accounts payable

Trade promotions

New Product Introduction

CollaborationGood fit forSharePoint

workflow(WF)


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Love your SharePoint But know its strengths

SharePoint Workflow

Quickly workflow enable content

Improve collaboration with routing and simple rules

Employ workflow across an entire site collection

Easily implement simple workflow paths

Ideal for static and straight-through processes


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Love your SharePointAnd expand its sweet spot

SharePoint OOTB Limitations Process Platform Capabilities

Static interfaces

Workflow within single sitecollection

Simple, single workflow paths

Scalability limitations

Limited workflow variability

Work moves across processeswith no loss of context

Cross-organizationworkflows and processes

Roll-back, routing back to previousworkflow steps or approvers

Ability to scale platform forhighest transaction volumes

Parallel processing


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DEPARTMENTAL

CROSS-ORGANIZATION

COMPLEXSIMPLE

New account opening

Customer on-boarding

Order-to-cash

Claims/Loan processing

Merchant services

Expense reports

Leave requests

Employee on-boarding

Accounts payable

Trade promotions

New Product Introduction

Love your SharePointEnhanced process platform sweet spot

Enhancedprocess

platform withSharePoint


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Simplify the way you workBy understanding who does work in process


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Simplify the way you workWith a platform built for productivity

Builder

Tools to easily collaboratewith business

Drag and drop visual

modelingSimulation, data capture& manipulation

Scalability

Re-use

Participant

Easy way to get, seeand do work

View of documents in

process context

Single interface to allsystems

Collaboration to gettheir job done

Manager

Access to business datato monitor teams, SLAs,& productivity

Process automation thatspans departments(internally and externally)


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SharePoint- based process platforms7 Key Business Requirements

How you can simplify the way you work:

Capture and manage process content in SharePoint

Fast deployment of end-to-end processes

Collaborative process improvement

Single user interface, including legacy data

#1

#2

#3

#4

#5 Intuitive, process-aware rich user environment

#6 Real-time process visibility

#7

Rich, Persona-based user experience


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Paper and electronic documents

Consistently categorize

Pre-packaged Search Webparts

View and mark-up documents

Use SharePoint native admin

tools

Capture and manage process contentin SharePoint

#1


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Visual drag-and-drop modelingenvironment

Pre-built tasks for fasterdevelopment

Data modeling integrated within

process design environment

No code deployment

Fast deployment of end-to-end processes#2


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The right information and toolseach user needs

Leverage and extendSharePoint's portal and webpart platform

Enable persona-based userexperience out-of-the-box

Rich, Persona-based user experience#3


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Abstract users from theback-end complexity

Access and update data via:

SharePoint web parts

Business data catalog

InfoPath Forms Services

Boost productivity, reducetraining costs and acceleratetime to competency

Single user interface, including legacy data#4


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Integrate all informationsources within the context ofthe user task, including:

Structured information in theform of data fields

Unstructured information suchas emails, faxes or electronicdocuments

Right documents arepresented to users at theright time

Intuitive, process-aware rich user environment#5


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Managers and analysts are providedthe tools to:

Monitor process status

Monitor team performance

Understand and control work priorities

Use real data to simulate the impact ofchanging work conditions

Real-time process visibility#6


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Leverage Microsoft Visio forbusiness analysis andsimulation

Compare simulated andproduction data

SharePoint-basedcollaboration

Collaborative process improvement#7


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How does Global 360 leverage SharePoint?

Visual ModelerApplication Manager

Web Parts with auto-wiring

InfoPath forms

Process IntelligenceBusiness AnalyticsTeam Management

Workforce Management

Simulation / CollaborationPersona user applicationProcess collaboration


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Leveraging the best of SharePoint todeliver process management

SharePoint

Repository

Legacy Systemslobal 360


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RecommendationsLook across your processes (big or small)

Account Opening &Servicing (IRA, ISA,etc), Accountdisputes,

Merchant Services,Mutual FundRecord Keeping

Loan Processing,mortgageprocessing,

WorkforceManagement

Compliance,Exception Handling

New Business,

Underwriting &Enrollment

Claims Processing,

Appeals andGrievances

Customer

Service/ExceptionHandling

Correspondence

Management,Policy ChangeManagement

Compliance,

Exception Handling

Finance and Admin(Permits, Taxes,Child Support,etc)

eGovernmenteFiling andInquiries, CitizensServices

eJustice for CourtsCasefileManagement,Redaction

Law Enforcement,DNA OffenderTracking, AutomaticWeapon Lifecycle

Tracking

Compliance,Exception Handling,Air Quazzlity Control,Endangered Species

Tracking

Order-to-Cash(Dispute Resolution,etc), Product linemanagement andapproval

Procure-to-Pay(Trade Spendcapture & SupplyManagement)

Product linemanagement andapproval

WorkforceManagement

Compliance,Exception Handling,Air Traffic ControlBeacon Maintenance

FS/Banking

Insurance

Government

Retail/Manufacturing


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Reduction ofPaper $20 / document to file

$120 / misfileddocument

$220 / lost document to

reproduce Copy, filing, storagecosts

ImprovedProductivity Shared document

access Single interface to

multiple systems

Reducedprocessing errors

IncreasedRevenue Monitor and maintain

SLAs

Provide new services Improved customer

service andorganizational capacity

Recommendations ---Look for areas of savings within your key processes

Proven process management ROI:


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Love yourSharePoint think

process withSharePoints

maturingcapabilities

Pick the right toolfor the job -- onesolution doesnt

fit all

LeverageSharePoint to

simplify how workgets done for

allparticipants inyour process

#1 #2 #3

How to leverage SharePoint as a ProcessPlatform - Agenda

Global 360


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Copyright 2009 Al l rights reserved. Global 360 Inc.27

Global 360Leader in process and documentmanagement

&
http://www.ing.com/group/index.jsphttp://www.ing.com/group/index.jsp


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Thank you for your time today

Read: Insiders Guide to BPM: 7 Steps to Process Mastery

Listen: 7 Steps to Process Mastery Video

www.GuidetoBPM.com

Download the SharePoint as a Strategic Weapon

Whitepaper

www.Global360.com/SharePointStrategicWeapon

Get More Information: www.global360.com

Request a demonstration: [email protected]

Documents

Share Point Webinar 09