Microsoft Office SharePoint Server deployment – real gains

Michal RosíkProject Manager

Introduction of GRADIENT Slovakia Microsoft’s one of the TOP ISV and

Information Worker Partners in CEE Over 14 years of experience

Key areas Document and data capture –

scanning, OCR/ICR Document Management Systems Business Process Management Record Management

Introduction of GRADIENT Slovakia complete offer of solutions

and services consulting analysis of business needs realization design integration with existing

applications implementation trainings customer support

Ministerstvo práce, sociálnych vecí a rodiny SR Národná rada SR Slovenská konsolidačná, a.s. Ústav pamäti národa Dopravný podnik mesta Bratislavy Doprastav, a.s Volksbank CZ, a.s. Raiffeisen Bank, a.s. Poštová banka, a.s. OTP Banka Slovensko, a.s. Ľudová banka, a.s. UniBanka, a.s. VÚB, a.s. Komunálna poisťovňa, a.s. Česká poisťovňa - Slovensko, a.s. Prvá česko-slovenská poisťovňa, a.s. Kooperatíva poisťovňa, a.s. ČSOB Poisťovňa, a.s. (ERGO) Wüstenrot poisťovňa, a.s. Motor-Car, spol. s r.o.

References in banking

SkyEurope – project goals Standardize the incoming invoice approval process Shorten time needed for incoming invoice processing Create an archive of incoming invoices, thus

minimizing the risk of loosing any paper document and offering shared access to the invoices from the ERP-Navision and GArchive environment

Create the connection between the ERP-Navision and Imaging system for data transfer of data mined from invoices as well as mined along the running invoice approval process

Offer electronic access to invoices for every privileged user

SkyEurope – architecture

SkyEurope – architecture

GScan Fast, high quality scanning Easy indexing – defining searchable

attributes for single documents User-friendly, easy-to-learn handling Integration with environment Batch processing OCR/ICR technology usage for key attribute

identification and recognition, enabling automatic document indexing

GBatchManager Managing the transfer of confirmed

document batches from the scan stations to the headquarters server

Managing the recognition of batches in the ABBYY FormReader recognition server

Preparation of documents for verification process

Export of batches to the DMS system (e.g. MOSS 2007)

Batch processing exceptions monitoring and logging

GVerificationStation Correction of unrecognized or incorrectly

recognized characters Validation controls (format controls;

comparation of recognized characters with data in reference databases-existing systems, DMS; logical mistakes control, e.g. modulo 11)

Verification and confirmation of important key attributes

4-eye principle (correction and verification)

SkyEurope – summary Reduce costs. Drive Business Efficiency Human resource savings Automatic creation of electronic archive Document processing with high recognition

rate Easy integration with “any” DMS Scanning and electronic archiving of the

complete documentation set Price/performance ratio Fast ROI

Information Portal – Benefits Provide a simple, familiar, and

consistent user experience Simplify and centralize access

to company-wide heterogeneous data sources and content

Connect people for better collaboration

Support decision making processes by providing centralized view on business important information

Offer enhanced security by providing access rights and visibility levels based on groups or roles

Information Portal – user experience Modularity – centralized

view on business data is given by access rights granting

Flexibility – easy addition of required or new modules in a consistent design

Ease of use – consistent user experience throughout the whole system including process initiation points

OTP SolutionOriginal situation – problem definition Data distribution

Several custom Bank Information Systems Distributed Web pages Documents (both paper and electronic, location not known)

User interface Different applications and web pages for different tasks Frequent GUI switching

Information shortage Information difficult to find Information source missing or not easily accessible Decision making support information not instantly available in

desired form

Resulting in work efficiency degradation and communication and decision making process slow-down.

OTP solutionProject goals Create an internal business portal solution built

on MOSS 2007 platform Provide a unified user interface for access too

internal information as well as different Bank Information System (BIS) modules

Connect the other information systems including the core BIS using a middleware platform based on Microsoft BizTalk Server 2006

Migrate the BIS modules running on the old systems into the new MOSS 2007 based solution

Automate company processes using K2 [blackpearl] business process management platform integrated with MOSS 2007 and employing Microsoft Office InfoPath 2007 for dynamic form creation

System ArchitectureServers - HQ Servers - Backup

SQL 2005 Fail Over Cluster (BizTalk Enterprise SSO FailOver Cluster)

BizTalk 2006 Fail Over Cluster K2.net Fail Over Cluster

SharePoint Portal 2007 NLB Cluster

SQL 2005 (SP-active)SQL 2005 (BPM-pasive)

SQL 2005 (SP-pasive)SQL 2005 (BPM-active)

Shared Disk

Shared Disk

FC

FC

Active Directory

SharePointPortal Server SharePoint

Portal Server

BizTalk Server (Active)K2.net Server (Pasive)

BizTalk Server (Pasive)K2.net Server (Active)

Clients

Existing Infrastructure

PC1

PC N

PC2

Shared Disk

FCFC

FCFC

System modules Organizational module Informational module Project module Reporting module Business (acquisition) module Check of tasks performance (board of

directors) Printing module (accounts statement) E-learning (trainings, test)

Organizational module

Company's organizational structure Telephone directory Branches Table of exchanges

Organizational module – organizational structure

Organizational module – employee details

Organizational module – branches

Organizational module – branch detail

Organizational module – telephone directory

Organizational module – exchange rates

Informational module

Documents (price lists, ethics code, ...) Photogallery (company activities) Hot-box (questions & answers) Important links

Informational module – Hot Box

Project module

Projects list Project details

Tasks Documents Q&A Notes Project team

Project module

Report module

Reports list Report creation

Template Format (.csv) Mail notification Scheduling

Report module

Business module

Groups of customers (retail, corporate)

Detail information about customer Customer products Segmentation Acquisition

Business module

Check of tasks performance – meeting list

Check of tasks performance – meeting minutes

Check of tasks performance – task updates

Requests – InfoPath forms Request forms for user classes

creation modification deletion

User class request

Business process Invoice approval Regulation approval Purchase order approval Permitted bank debit Access to the banking system

approval Check of performance of the tasks –

board meeting minutes approval Loan approval processes (short term

plan)

Invoice approval Invoice scanning and indexing Approval process

Branch on parameters (invoice type, amount)

Possibility to add notes to process

Possibility to see the process flow Printing of the approval protocol

Invoice Approval

Regulations Approval Process divided to two phases

Review Approval

Approval process Branch on parameters (regulation type) Possibility to add notes to process Possibility to see the process flow Possibility to create a new version of

regulation Printing of the approval protocol

Regulations Approval

Overview of other users comments

User annotation

OTP solution – summarySolution summary Scattered internal information sources – one user

interface experience Flexibility by modularity Portal – information supplier, not only demander Integration of BIS? – nothing easier Efficiency, efficiency, efficiency – faster

processes, less mistakes See through the bank – business process

transparency Monitoring – your reliable watch-dog

OTP solution – where to go?Solution deployed – what now? Modularity enables further modules to be easily

deployed and the functionality of the overall solution to be thus enriched – 2 new modules implemented

Further steps are beeing made to raise the process automation level in OTP Bank, Slovakia – 2 new processes designed and deployed

Integration with other BIS can be efficiently implemented and incorporated into the bank processes

Document workflow automation initiated by seamless integration of PayScan and other scanning solutions into the existing and new business workflows – digitalization of majority of documents flowing through the bank

Questions and Answers

GRADIENT SLOVAKIA, s.r.o.Košická 56

821 08 Bratislava

Tel.: +421 (2) 555 615 17+421 (2) 555 725 32

Fax.: +421 (2) 555 760 85E-mail: gradient@gradient.sk

www.gradient.sk