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Austin Utah Jeff Shuey [email protected] M: +1 425 922 8056 Twitter: @jshuey Web: kodak.com/go/sharepoint

SharePoint Saturday - Austin (Jan 2012)

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SharePoint and Paper Belong TogetherSharePoint does a lot of things, but when setup correctly it does one thing spetactularly well. It manages OVOTT --- One Version Of The Truth --- across the entire enterprise.

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Page 1: SharePoint Saturday - Austin (Jan 2012)

Austin Utah

Jeff Shuey [email protected]

M: +1 425 922 8056 Twitter: @jshuey

Web: kodak.com/go/sharepoint

Page 2: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Please turn off all electronic devices or set them to vibrate.

If you must take a phone call, please do so in the hall so as not to disturb others.

Open wireless access is available with no password

Feel free to “tweet and blog” during the session #SPSAusTX

Thanks to our Title Sponsors:

Thank you for being a part of the first SharePoint Saturday Austin

Page 3: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Good SharePoint Deployments start

on the WHITEBOARD

Not the KEYBOARD

Page 4: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Time Machine

Page 5: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Paper is NOT the Enemy How to handle, process and dispose of it is The Challenge

Page 6: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Agenda • OVOTT

• The SharePoint Experience

• Is Paper is an Asset?

• DEMO – Putting Paper to Work

• Use Case Scenarios

Page 7: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Page 8: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

I love the Smell

of SharePoint in the Morning

Page 9: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Page 10: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Is this your view of SharePoint?

Page 11: SharePoint Saturday - Austin (Jan 2012)

Austin

SharePoint supports Intranets & Extranets

SharePoint can be MUCH more …

Page 12: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

SharePoint and Paper

What if you could find any document within 10 seconds

What would that be worth to you? To the Organization?

Page 13: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Page 14: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Page 15: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Paper is an Asset Manage it Wisely

Page 16: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

RUBMCB

Ramp Up

Build Momentum

Create Business

Applications

Workloads - How is SharePoint being used?

1. Team Collaboration (60% of all SharePoint Sites)

2. Document Management 3. File Share Replacement 4. Portals 5. Intranets

Page 17: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

SharePoint is WIP Smart FOSH – Horizontal Solutions

Finance Operations Sales Human

Resources

• Billing

• Capital Acquisition

• Collaborative Budgeting

• Collections

• Compliance

• Expense Approval

• Internal Audit

• Purchase Request

• Regulatory Reporting

• Travel Request

• Legal Discovery • Activity

Management • Claims

Management • Contract

Management • IT Service

Management

• Client Intake Contract Renewal

• Customer Tracking

• Proposal Management

• Employee On-Boarding

• Employee Exit Interview/Off-Boarding

• Human Capital Management

• Performance Review

• Personnel Training

• Recruiting

• Travel/Vacation Request

Page 18: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

SharePoint is WIP Smart Vertical Solutions

Financial Services

Government (State, Local, Federal, Defense & Education)

Healthcare & Life Sciences (HLS)

Manufacturing Retail

• Accounts Payable

• Loan Origination

• Closing • Post-Closing • Credit

Processing • Credit

Issuance

• Citizen Access • Public Safety • Social Services • Justice • 311 / 911 • FOIA • Homeland

Security • TSA Education • Student Access • Administration • Privacy and

data protection

• Billing

• Claims Submission

• Patient Registration

Life Sciences

• FDA Submission & Reporting

• Grant Management

• Patient Assistance Programs

• Recall Management

• Vendor Management

• Product Management

• Order Management

• Inventory Control

• Shipping

• Customs Management

• ISO Certification

• Regulatory & Quality Compliance

• Store Operations Management

• Inventory Management

• Merchandising Management

• Supply Chain Management

• Grand Opening

Page 19: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Homework – Three Easy Steps

Download Scan & View Two Options:

1. Sandbox

2. Download

Try It

Share Your Login (If using the Sandbox)

www.kodak.com/go/SharePoint

Page 20: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Scan to SharePoint

Kodak Capture Pro

Kodak Scan and View

Page 21: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Page 22: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Enterprise Content Management (ECM)

Page 23: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Enterprise Content Management (ECM)

Page 24: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Scenario 1

Large Retailer – Big Box Store

Hiring Seasonal Help

Drivers, Floor Sales, Warehouse, Customer Service

Everyone fills out an application

Some jobs require additional information capture Drivers – Additional paperwork approving background checks

Scanning Drivers License and other associated documents

If Approved for the Next Step Kicks off a Workflow Process

Which includes Document Management, BPM and Storage

Page 25: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Scenario 2

Human Resources – Onboarding Employees

New Hire – Day One Processes

Insurance Forms, Tax Forms, Personal Information

Everyone is required to complete each step Not necessarily in order

Both Paper and Electronic Documents are processed

Steps are checked & approved manually and with automated processes

Kicks off a Workflow Process

Which includes Document Management, BPM and Storage

Page 26: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Scenario 3

Lease Agreements –

Inbound Lease Agreements

The Old Way – Paper documents, stored in one place, accessed by one person in one location.

The New Way – Everything is scanned in Dual Stream mode (TIF and Searchable PDF), Full Text Search, Accessible by anyone, anyplace, anytime.

Leases and Associated Notes can be assigned as workflow tasks in SharePoint

Storage and Legal Holds can be managed effectively

Page 27: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Page 28: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Putting it all Together

Why SharePoint? • It’s not ECM

• It’s a platform for transforming your business

Why Partners? • Subject Matter Expertise

• Local Presence

• Able to address YOUR business challenges

Page 29: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

ScanMate

i1120 Scan Station

500

i1405 / i1420 / i1440

i730 / i750 / i780

i1840 / i1860

Trūper 3210

Ngenuity

9090 / 9125 / 9150

i4200 / i4600

i2600 / i2800

i5200 / i5600

i2400

Trūper 3610

Kodak Capture Pro Software supports

more than 160 non-Kodak document

scanners via TWAIN and ISIS drivers.

Page 30: SharePoint Saturday - Austin (Jan 2012)

Austin Austin 30

Document Imaging Platform Standards that set the parameters for business growth

Jeff Shuey [email protected] M: +1 425 922 8056 Twitter: @jshuey Web: kodak.com/go/sharepoint

Find my Blog Posts Here: Kodak’s Grow Your Biz site - http://bit.ly/hDdnFl AIIM Capture Community - http://bit.ly/fYjWUY My personal blog - http://bit.ly/gOzKyQ

Page 31: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Thanks to Our Other Sponsors!

Page 32: SharePoint Saturday - Austin (Jan 2012)

Austin Austin

Reference Information

Start Here: Benefits of SharePoint 2010 as a Product Platform (34 pages)

Link: http://slidesha.re/tNXaxy on Three Will’s site For more detailed information:

SharePoint 2010 Walk Thru Guide (110 pages)

http://bit.ly/aUtb8D

Microsoft.com http://sharepoint.microsoft.com

Microsoft TechNet http://technet.microsoft.com/en-us/sharepoint/default.aspx

Benefits of

SharePoint

Getting Started on SharePoint