SharePoint Saturday - Sacramento --- SharePoint and Paper belong Together

transcript

Welcome to the First Annual SharePoint Saturday

Sacramento!!

Sacramento Sacramento

Jeff Shuey Jeffrey.Shuey@Kodak.com

M: +1 425 922 8056 Twitter: @jshuey

Web: kodak.com/go/sharepoint

Housekeeping

Please remember to submit your session evaluation forms after each session you attend to increase your chances at the raffle

Live Tweet the event

Hashtag: #spssac

Agenda • Getting Started

• Paper is an Asset

• RUBMCB & Workloads

• Top 10 & 5 GAPS

• What is a Document?

• DEMO

• Use Case Scenarios

I love the Smell

of SharePoint in the Morning

Document Management for $1500

Document Management for FREE?

Paper is an Asset Manage it Wisely

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

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

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 • Administratio

n • 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

SharePoint Top 10 ECM capabilities in SharePoint 2010 Document Sets

BLOB Storage

Audit Trail

Document ID

Content Organization

Managed Metadata

List Validations

Large List Optimization

Search

5 Things You (STILL) will not find in SharePoint 2010

Records Management (RM)

Digital Asset Management (DAM)

Vertical & Horizontal Solutions

Storage (External)

Capture

What is a Document?

A document is a physical or digital representation of a body of information designed to communicate.

To document (verb) is to produce a document artifact by collecting and representing information.

A document is understood as a paper artifact, containing information in the form of ink marks. Increasingly documents are also understood as digital artifacts.

The Cake

The Cake – How did we make it?

How did we make it?

Scan to SharePoint

Kodak Capture Pro

Kodak Scan and View

Enterprise Content Management (ECM)

SharePoint Setup Wizard

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

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

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

Document Management for $1500

Document Management for FREE?

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

ScanMate

i1120 Scan Station

i1405 / i1420 / i1440

i730 / i750 / i780

i1840 / i1860

Trūper 3210

Ngenuity

9090 / 9125 / 9150

i4200 / i4600

i2600 / i2800

i5200 / i5600

Trūper 3610

Kodak Capture Pro Software supports