How to build a SharePoint solution to improve the way reports (Word, Excel, PowerPoint, PDF) are distributed within a company. Geared for a beginning SharePoint site owner.

1. Presented By:
Ben McMann
SharePoint Saturday
2010
Building a Report Distribution
Solution
November 13, 2010

2. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Improve Flow of Information Across the
Business
Make it easier to access reports (Office Files, PDF)
Simplify Access to Information
Let business users control access
Control Storage Costs
Eliminate Email Attachments
Business Needs

3. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Solution is Easy to Build
No code required
Solution is Easy to Use
for Report “Creators”
for Report “Consumers”
Solution is Easy to Maintain
Add extra features as needed
Improve Report Distribution

4. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Solution Overview
1 SharePoint Site
Multiple Document Libraries
A Couple Columns
A Couple List Views
Landing Page to Improve
Navigation
Alerts to Automate Notification
Solution Components Key Benefits
 Easy to Build
 Easy to Use
 System Pro-actively
Notifies Users
 Better Control over
Reports
 Central Location for
Reports

5. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Design Overview

6. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Sales Report Center

7. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Report Archive View

8. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Custom Search

9. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.comPage: 9
WOW – YOU ARE HERO!
“ENTER YOUR NAME HERE improved the way we access
important business reports. Now the system tells me when a
report is ready and with one-click, I have access to the latest
information.”
 Self Starter
 Met a Business Need
 Benefit to the Company
The Challenge
 No central location to view business reports
 Different versions of reports resided on people’s systems
and within email
 Reports were lost when personal email archives were
purged
The Solution
 SharePoint Site to centrally store reports
The Results
 Users are automatically notified when reports of interest
are available
 Secure, Centralized Report Archive that is backed-up by
normal IT back-up procedures
 New team members have instant access to business
reports
 Lower email storage costs
w w w . y o u r c o m p a n y . c o m
YOUR PICTURE HERE

10. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Good Book to Get
Highly
Empowered
Resourceful
Operatives
Empowered: Unleash Your Employees, Energize Your
Customers, and Transform Your Business
By Josh Bernoff and Ted Schadler (Forrester Research)

11. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
About Tribridge
• Over 2,000 Microsoft Customers
• One of only 5 National Partners in both
Microsoft Dynamics and traditional
Microsoft Platform technologies
• Selected as Microsoft Dynamics Worldwide
Partner of the Year in 2008 & 2010
• Microsoft Inner Circle Member for 8
straight years – includes only the top 1% of
partners worldwide
• Gold Certified Partner for more than a
decade with 7 designated Competencies
and Specialties
Top Microsoft Partner

12. www.tribridge.com | 1 (877) 744-1360 | success@tribridge.com
Ben McMann
Email: ben.mcmann@tribridge.com
Blog: benmcmann.wordpress.com
My Contact Information