Going Green with SharePoint 2010 – Enterprise Content Management. The presentation discusses how SharePoint 2010 can be used for enterprise content management, document management, and record management. It covers SharePoint terminology, features for content management, and demonstrates scanning content into SharePoint. The presentation is given by representatives from KnowledgeLake, a SharePoint solution provider, to explain how their products integrate with SharePoint for imaging and content management.

1. Going Green with SharePoint 2010 – Enterprise Content Management Presented By Peter Ward- SharePoint Solution Architect Jason Burian - Senior Systems Engineer KnowledgeLake Dave Tobias- Regional Sales Manager, NY Metro

4. What is SharePoint? SharePoint is a web-based collaboration and document management platform from Microsoft Build on top of existing MS technologies. Microsoft SQL Server Office 2007/2010 Outlook Explorer browser Your work bench. No more posting Remember Lotus Notes? This is Microsoft's offering, but user friendly Intuitive interface Integration with Office and Outlook

6. Author

7. Full controlOut of box Approval Sign Off Expiration Policies Libraries Lists eDiscovery Security trimmed Timely updated Google experience

9. Storing

10. Destroying

12. Demo Document ID Service (GUID), search content no matter where it resides in your infrastructure. Document Sets, which essentially provide a Bill of Materials (BOM) for your documentation. Content Manager Route content automatically based on your metadata and configuration. Multi-stage Retention Policies What to do when the content expires

13. Dave Tobias, Regional Sales Manager Jason Burian, Sr. Systems Engineer Going Green with SharePoint 2010 - Enterprise Content Management

14. Globally over 2 million licensed users First vendor to adopt SharePoint since 2003SharePoint Imaging since 2003First Mover with SharePoint KnowledgeLake is a Fujitsu Group Company 170,000+ employees in 70 countries Annual revenue in excess of $50B

15. Retail Finance Government

16. HealthCare Education Manufacturing

17. Tech/Utility Real Estate Legal Transportation Food Producers Non-Profit

18. Paul Revill, Director of Corporate Finance March 21st2009: “I wanted to thank you for the excellent presentation of both your ROI program and proposal. The ROI analysis completed exceeded my expectations and will make my job much easier as I approach my VP and eventually CFO to talk over cost and implementation strategy of Knowledge Lake's solution. The detail provided in your ROI package based on the input provided will greatly assist in moving this project forward and in my opinion, was terrific.” July 27st2010: “The whole KL experience has definitely exceeded my expectations from the initial sale to the install. Our IT guru went down to the administrator training and was thoroughly impressed. You guys are very organized and knowledgeable throughout the process.” Four Seasons Hotel

19. KnowledgeLake Solutions & Microsoft SLG 2010 Partner of the year! “ “Our partners leverage Microsoft technologies to address the most pressing challenges facing state and local government customers. KnowledgeLake’s implementation shows what can be accomplished when great technology is combined with government expertise.” Gail Thomas Flynn Vice President, US State and Local Government at Microsoft SLG Customers Unified Government USDA State of Illinois Transportation State of Louisiana Secretary of State State of Kansas Attorney’s General Office State of Kentucky Juvenile Justice Cabinet for Health and Family Services Department of Housing State of Tennessee Department of Housing State of Michigan DMV MCCA State of Oklahoma Department of Rehab Services City of San Francisco MTA Housing Authority Adams County Department of Social Services Santa Clara County Enterprise Applications City of Pittsburgh Tax St. Louis County Enterprise Applications Federal Intelligence Agency Virginia National Guard

20. Challenge ofManaging Paper Documents Challenge ofManaging Electronic Documents Leverage Your Investment in SharePoint Challenge ofManaging Business Processes

21. Microsoft’s ECM Philosophy The Three “E”s Everyone in the organization has access to and benefits from features Capabilities can be adjusted – everyone sees as much as they need EveryoneParticipates Easy for IW: Supreme user acceptance & supreme adoptability Easy for IT: Great OOB, fast to deploy & easy to manage Easyto Use Consistently high performance at scale Feature depth, customizability and extensibility EnterpriseReady

22. Use Technology to Solve Problems What are the problems? Capture. Process. Search. View.

24. Office floor space cost

25. Security of paper assets

26. Audit prep and execution

27. Dispersed workforce

28. Copy, fax, and courier costs* PricewaterhouseCoopers ** Coopers & Lybrand

29. A Good Starting Point: Focus on Paper Content Fax Paper /Phone Costs CopiedDocuments ShippingCourier Costs Consumables Handlingof Paper OffsiteStorage File Cabinets Processes With the average cost of each wasted page being about six cents, a companywith 500 employees could be spending $42,000 per year on wasted prints

30. Risks DisasterRecovery Lost or MisfiledDocuments Compliance CustomerService Audits and Litigation EmployeeKnowledge

31. Worlds Largest (Worst) Repositories E:/OnMyHardDrive/NotInSharePoint/GrowingEveryDay/ WhenILeaveYouWillNotFindWhatYouNeedInThisMess/ SomeOfTheInformationRelatesToContractsWorthBig$$ToOurCompany

32. Worlds Largest (Worst) Repositories Email Inbox - Outlook Email Distribution Lists File Cabinets

33. Paper Electronic Files Emails SharePoint + KnowledgeLake Imaging

34. Enterprise Content Managementand SharePoint

35. State of the ECM Market The increased focus of infrastructure vendors, especially Microsoft, on content managementhas led to consolidation in the ECM market, where only three or four significant vendors areleftfor consideration for enterprise-wide deployments. - Gartner, September 2007 FileNet Workplace IBM CM SharePoint Stellent Optika Oracle “It seems like all organizations using Microsoft products will overthe next few years implement SharePoint in some fashion” AIIM – January 2010 What is on the desktop?

36. Magic Quadrant for Enterprise Content Management IBM challengers leaders Microsoft Oracle Open Text Alfresco SpringCM Systemware Objective Xerox Fabasoft Adobe Ever Team Autonomy Perceptive Software Hyland Software EMC Gartner® Ability to Execute as published in November, 2010 LaserFiche Xythos Newgen Saperion SunGard Siav visionaries niche players Completeness of Vision

37. Magic Quadrant for Enterprise Content Management challengers leaders IBM Microsoft Oracle EMC Open Text Autonomy Day Software Alfresco SpringCM HP Perceptive SAP Fabasoft Systemware Ever Team Objective Xerox Gartner® Ability to Execute as published on October 15th, 2009 LaserFiche Saperion Xythos SunGard Siav Newgen Hyland Software visionaries niche players Completeness of Vision

38. Magic Quadrant for Information Access Technology Search & Index challengers leaders Autonomy IBM Microsoft Endeca Kazeon Fabasoft-Mindbreeze Vivisimo Expert System Recommind Oracle Google ZyLab Gartner® Ability to Execute as published on September 15th, 2009 Isys Search Software Sinequa Exalead visionaries niche players Completeness of Vision

39. Reduce Redundant Solution Costs Collaboration Portal BusinessIntelligence Business Processand Forms Search Enterprise ContentManagement

40. Reduce Redundant Solution Costs Sites Communities Composites Connect and Empower People Cut Costs with a Unified Infrastructure Insights Rapidly Respond to Business Needs Content Search

41. Pella Corporation: Decrease Storage Space

42. What Else is AIIM Saying About SharePoint?A Good Starting Point: Focus on Paper Recent AIIM surveys have indicated adoption rates of over 65% across multiple geographical regions and different verticals In many ways, "SharePoint" has become somewhat of a noun in the ECM space (like "Kleenex" for tissues) The New York Times recently ran an article about the wave of SharePoint implementations that are sweeping across corporate America; Most articles about Microsoft Office SharePoint Services (MOSS) point out that its $1 billion in first year sales make it one of the most successful software launches in history; Including 130 million SharePoint licenses out there and growing SharePoint Web Front Servers

43. KnowledgeLake Solution Overview

44. KnowledgeLake Imaging for SharePoint KnowledgeLake Capture KnowledgeLakeConnect KnowledgeLakeCapture Server Web-Based Capture Internet / WAN Full Text PDF Creation Remote & External Users Users Web-Based Indexing Multi-Function Device Fax Server Web-Based Monitor KnowledgeLakeSolution Suite

45. Scan paper documents and send to SharePoint File from applications w/o opening SharePoint KnowledgeLakeConnect KnowledgeLakeCapture Save & Index Email Batch Scanning SharePoint Aware Save & Index any Document TWAIN or ISIS Scanners PDF, TIF & XPS creation Auto Index- KLImaging OCR (full text & zonal) Barcodes & Patch codes Managed by SharePoint Scalable SP Release Auto Index-KL Imaging Client Client KnowledgeLake Imaging for SharePoint Remote capture from branches KnowledgeLake Branch Capture Server Search Index & Scope Throttle & Schedule Auto Index - DB Lookup Cache Collaboration Import Search Results Export Client Web Management Viewer - TIF, PDF, JPG Content Doc Mgmt Content Document Mgmt Viewer Annotations KnowledgeLake Capture Server Portal Workflow Integration Batch Management MFD/Fax Integration Workflow Print from Server Web Capture & Indexing OCR (full text) Business Intelligence DocClass for Auto Filing Folder Monitoring CSV & XML Import Server Server

46. Legacy Imaging Systems Migrations to SharePoint Brokerage Firm Westbrook Conversion 40 million images Health Insurance FileNet Imaging Conversion University Stellent Conversion Manufacturing Documentum Conversion Distributor Optika Conversion Human Resources FileNet Imaging and COLD Conversion Oil & Gas FileNet Conversion

48. Consistent Look & Feel

49. Increased User Adoption

50. Industry Compliances

51. Leveraging SharePoint as a Repository

52. Works with SharePoint 2007 or 2010

53. Integrated into SharePoint

55. Fast User Adoption (low training costs)

56. Quick ROI

57. Low Cost of Ownership

58. No Volume or Click Charges

59. Modular DeploymentTotal Cost of OwnershipJustifying a KnowledgeLake/SharePoint Solution

60. Midwest Operating Engineers IT Services

61. Midwest Operating Engineers - ROI “By using KnowledgeLake and Microsoft SharePoint, Midwest Operating Engineers (Local 150) have gained sufficient savings in many operational functions. We achieved our original payback projection of less than 5 months and today we have found many other savings that have improved our business processes. With the ease of use with KnowledgeLake’s products, we have substantially increased our user adoption. Based on the results we have accomplished, we are now more efficient and productive in many of our operations.” Ron Borden - Executive Director of IT MOEITS Technology Services (Local 150)

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67. Women Business Enterprise National Certification

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