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19 May 2012. Capture: The Missing Link in True SharePoint BPM. The first ever all green SharePoint event on earth. Gia Thom – Intervate @ NostalGia_T Mike Bueltmann - KnowledgeLake @ mikebueltmann. SharePoint Reality Check?. ECM from Microsoft. Capture & Traditional ECM. Paper. Fax.

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19 May 2012

Capture: The Missing

Link in True

SharePoint BPM

The first ever all green SharePoint event on earth

Gia Thom – Intervate

@NostalGia_T

Mike Bueltmann - KnowledgeLake

@mikebueltmann




Capture & Traditional ECM

Paper

Fax

Understand

Decide

Email

SMS

BPM

XML

Portal

ERP/LOB/CRM

Office

Fail

PDF

SharePoint

ECM/RM

Database

x

What is it?

What do I do with it?

Extended time for sorting & on-boarding


Capture sharepoint based bpm
Capture & SharePoint-based BPM

Automation – ZERO time!

Decide

Understand

Understand

Decide

Paper

  • SharePoint

Fax

Capture

Solution

Email

SMS

BPM

XML

Portal

ERP/LOB/CRM

Office

PDF

ECM/RM

Database

Social

WIN

Reduced time



Electronic content processing
Electronic Content Processing

Shared Drive (J:)

Shared Drive (J:)

ADVANTAGES OF METADATA

Fast Retrieval

Process Automation

Alerts

File Management

Records Management

Debbie’s Floral Shop

Franks Auto

Band Land Inc

Apple Painting Co

Commercial

David Properties

Central Region

Illinois

Accounts

Apple Contract.doc

Apple Contract v2.doc

0221-100810.pdf

October 09 Activity.xls

Content Type

Packing List – PO 112233.pdf

PO

Invoice #

Vendor Name

Region

State

Account Type

Amount

Metadata

(Column)

Request from Apple.msg

PO – 112233 – 1895.pdf

Notes.txt

November 09 Activity.xls


Worlds largest worst repositories
Worlds Largest (Worst) Repositories

E:/OnmyhardDrive/NotInSharePoint/GrowingEveryDay/ WhenILeaveYouWillNotFindWhatYouNeedInThisMess/ SomeOfTheInformationRelatesToContractsWorthBig$$ToOurCompany


Demo

Integration with applications & MS Office



Paper processing a costly exercise
Paper Processing – a costly exercise!

Fax Paper /Phone Costs

CopiedDocuments

ShippingCourier Costs

Consumables

OffsiteStorage

Handlingof Paper

File Cabinets

Processes


Paper a massive risk
Paper – a massive risk

DisasterRecovery

Lost or MisfiledDocuments

Compliance

CustomerService

Audits and Litigation

EmployeeKnowledge


Demo

Getting rid of paper




Demo

Intelligent recognition & data extraction



How do you know sharepoint
How do you know SharePoint?

x

NoMetadata

x

NoRetention Management

Fail

x

Fileshare?

NoWorkflow

x

NoContext


Sharepoint content management
SharePoint Content Management

Security

e-discovery

Records

Management

Governance

and Compliance

Content Repository

Taxonomy

Rights

Management

  • CONTENT MANAGEMENT AS INFRASTRUCTURE


Sharepoint content management1
SharePoint Content Management

Office Tools

Communication Tools

Intranet/Extranet

or Team Sites

Security

Social

Tools

e-discovery

Records

Management

Search

Governance

and Compliance

Content Repository

Taxonomy

Collaboration

Tools

Rights

Management

  • CONTENT MANAGEMENT AS INFRASTRUCTURE

  • USER EXPERIENCE


Sharepoint content management2
SharePoint Content Management

Composite Applications

Workflow

Office Tools

Communication Tools

Industry Solutions

Horizontal Solutions

Intranet/Extranet

or Team Sites

eForms

Financial Service

Healthcare

Government

Retail

Manufacturing

Product

Development

IT

HR

Sales

& Marketing

Customer

Service

Security

Social

Tools

e-discovery

Records

Management

LOB Integration

Search

Governance

and Compliance

LOB Systems

Content Repository

Taxonomy

Collaboration

Tools

Rights

Management

  • BUSINESS SOLUTIONS

  • USER EXPERIENCE

  • CONTENT MANAGEMENT AS INFRASTRUCTURE


What powers ecm in sharepoint
What powers ECM in SharePoint

Content Type

  • ECM

  • Content Types

  • Metadata

  • Templates

  • Workflow

  • Retention

  • Content Organizer

  • File Plan

  • Records

  • In-place records

WIN

YesMetadata

YesRetention

YesWorkflow

YesTemplates

EXCEL

WORD

PPT


Demo

Rapid Document Retrieval


Why we Capture

Easy on-boarding of electronic files

Minimal manual information capture

Optimal use of SharePoint

No paper!


Questions
Questions?

(ask us anything!)

Mike Bueltmann

[email protected]

@mikebueltmann

Thank you!

Gia Thom

[email protected]

@NostalGia_T


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