This document outlines the key capabilities of a content management and business process automation system. It discusses features such as search and navigation, content management libraries and templates, adaptive forms and workflows, governance settings and reports, dashboards and reporting, and how these tools can help teams work more efficiently and make better decisions. The system aims to provide a central portal for sharing information, automating processes, and ensuring compliance.

2. “Stuff
You Get”
“Stuff I
Get”
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4. 3

5. •
TWO!
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6. Find what you need quickly via navigation and search
Keep your team attuned to what’s going on via
shared newsfeeds and calendars
Create a “one-stop” portal to direct people to
key, frequently-used information
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7. 6

8. 2. Content Management
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10. •
•
9

11. Libraries to serve up
official content
Content Types that include:
-- templates
-- workflow
-- disposition and retention
policies
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12. 11

13. 3. Business Process Automation
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14. •
•
13

15. Adaptive forms and
document-based
workflows
14

16. Integrated solutions for scanning paper
documents into SharePoint and ERP systems
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17. 16

18. 4. Governance, Risk and Compliance
17

19. •
•
18

20. Ability to configure
audit settings at a
library level
Search reports
19

21. Extranets to securely share content with
auditors and other external users
20

22. PLUS: ALL THAT EFFICIENCY STUFF WE DISCUSSED ALREADY
AND YOU’RE PROBABLY TIRED OF HEARING ABOUT
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23. 5. Dashboards, Scorecards, and Reporting
22

24. •
•
23

25. Customize and
publish your
reports to
SharePoint
Create
interactive
charts and
reports
Analyze
trends
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26. 25

27. 26

28. 27

29. PLUS: THE BENEFIT (INCREMENTAL REVENUE, COST
AVOIDANCE) OF MAKING BETTER, TIMELIER DECISIONS
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30. 29

31. 30