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

The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

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Page 1: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Leveraging SharePoint for Business Automation:

Maximize your Investment

Presented by: Bob Dickerson, SharePoint Practice Manager

www.DataPointConsulting.com

Page 2: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Who in the audience is using SharePoint ?

Page 3: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Why integrate OnBase and SharePoint ?

Page 4: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Information Silos

Page 5: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

Information SilosApplication Jumping

CRM

Email MS Word

AP

ARIST&EWWW Intranet

ERPECM

HR

Page 6: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Custom Coding

Page 7: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

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?

Without Integration

Page 8: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Leverages existing investments

Promotes worker efficiency

Easy remote and public user access

No costly custom development

What is the Value ?

Page 9: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Content management and accessibility in the way that best meet the needs of every user. With no custom development.

Contextually connecting related information: Regardless of the primary interface application.

Regardless of where it is stored.

What is the Value ?

Page 10: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

IT Staff Corp. HeadquartersProduct Labs

Project Manager CFO AP Clerk

Knowledge Workers

Page 11: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

How do our integrations solve these challenges ?

Page 12: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Web Parts1

Site Provisioning2

Search3

Archive Services4

Ad-hoc Scanning5

Content Connector6

OnBase Integration Modules for SharePoint

Page 13: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

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

Overview

www.DataPointConsulting.com

Page 14: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Business Process Automation

Digital SignaturesAdvanced Workflow

MigrationsImage Viewer

Compliance & Governance

Records Management

Security & Infrastructure Management

Document Capture

Cloud / Hosted Solutions

Business Solutions

Page 15: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

“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

What is SharePoint?

Page 16: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

•Strong flexible Platform

•Leverage existing investment in MS Technologies

•Abundant availability of 3rd party products

•Integrate into other LOB applications

•Security Controlled

•Quicker ROI

•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

Why SharePoint?

Page 17: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Empowerment and Agility

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

Sophistication and Control

Build tailored business solutionsthat provides insight, improve decisions and increase organizational agility

Business SolutionsBroad AdoptionInitial Deployment

SharePoint Journey?

Page 18: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Want to see some examples of our work ?

Page 19: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Project Outline #1

Project Profile

Client : Philips Remote Cardiac ServicesVertical: HealthcareUsers : Over 1,000 PhysiciansPlatform : SharePoint 2013 hosted in vendor datacenterSolution 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

Page 20: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Project Profile

Client : Radio One, Inc. Vertical: Urban Media Specialist –Multimedia –Radio & TVUsers : 500+ Internal UsersPlatform : SharePoint 2007 & 2010 on-premisesSolution 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.

Project Outline #2

Page 21: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Radio One

Project Review and Features• SharePoint 2007 to

SharePoint 2010 migration• Extensive form use and

creation

Page 22: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

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.

Page 23: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Project Profile

Client : GLO TexasVertical: State Government Users : 25 Internal and 0ver 500 Anonymous Access externalPlatform : SharePoint 2013 hosted in vendor datacenterSolution 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

Project Outline #3

Page 24: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Texas GLO

Project Review and Features• Integrated Video• Related Content

Page 25: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Texas GLO

Project Review and Features• In-depth access reporting

and auditing• Mobile functionality and

accessibility

Page 26: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Project Profile

Client : Security Industry AssociationVertical: American Trade Association – Represents Security Products ManufacturesUsers : 50 Internal and Internet Facing SitePlatform : 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

Project Outline #4

Page 27: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

SIASecurity Industry Association

Project Review and Features • Internet-facing Website built on

SharePoint 2013• HTML5/CSS3 Compliant and

ready• Responsive Design

Page 28: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

Project Review and Features • Relevant full text search

results• In-line previews• Faceted Searching

SIASecurity Industry Association

Page 29: The SharePoint Experts Presented by: Bob Dickerson, SharePoint Practice Manager

The SharePoint Experts

For more information on DataPoint Solutions contact us at:

Contact Us

[email protected]

855-866-4039

www.datapointconsulting.com

www.DataPointConsulting.com