2. Agenda
Introduction
Problem Statement
What is Portal Technology
Why to Invest in Portal Technology
What is SharePoint?
SharePoint Facts
Why SharePoint?
SharePoint Roadmap
SharePoint -Key Benefits
Key functionality Enabled
Workflow
Document Management
Business Intelligence
Case Studies
HexaCorp’s Roadmap to SharePoint
FAQs
3. Introduction
The biggest challenge in today’s information-based society lies in managing Electronic Documents.
Personal computers and email inboxes have become storage repositories, shared drives are disorganized
and inefficient search tools make finding relevant information a difficult task.
Fundamental issues are:
Information is scattered
Multiple copies of the same document
Tracking and Modifying changes is not straightforward.
Merging changes from multiple users can be problematic.
No Proper Reporting and Dashboard for management
No Proper Project Management
Common tools available for addressing these issues can be technically complex and difficult to integrate
with existing business processes and procedures. A practical yet effective solution can allow an organization
to focus on delivering value to their core business instead of being burdened by information management
roadblocks.
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Workplace information is generally unstructured Life
Work processes are unstructured and scattered across
the organization
Unstructured information has no controls in place
No proper workflow automation process exist for their business function
No proper portal solution where an employee could look for all the information to perform his day-to-day
functions.
No Proper reporting to allow management to make informed decisions.
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Problem Statement
5. What is Portal Technology
A corporate portal is a gateway through which members can access business information and, if set up
properly, should be the first place an employee goes to access anything of importance.
Portals differ from regular websites in that they are customized specifically around a business process.
In SharePoint, a portal may actually consist of numerous websites, with information stored either directly on
those sites or in other systems, such as file share, business applications, or a regular Internet website.
Because making informed business decisions is key to becoming and remaining successful, it’s important
that the information you place on a portal is secure up-to-date, and easily accessible.
Example:
As an example, consider a new employee who has just joined an organization. In addition to learning her new
job responsibilities, this employee must quickly get up-to-speed on the various company processes and
policies. A good portal should provide all the company reference and policy information systems and
websites that employee needs to do her job.
6. Why to invest in Portal Technology
Web based, help decision makers make informed decision regardless of their location.
Handle day-to-day tasks from a single starting point
To maintain proper audit trail. Ex. Sarbanes Oxley and CFR Park11
Store and share information based on the organizational structure, making them intuitive to everyone in the
organization. This structure translates into productivity boosts workers can more easily locate and retrieve
information.
Portal technologies such as SharePoint scale with an organization, offering a model that will grow as your
company grows.
While the typical business portal product incorporates many common business practices, your
organizational needs may dictate a customized process. Because SharePoint offers an extensible
infrastructure, you can build custom solutions.
Although a company may be tempted by the latest and greatest information management system, most
organizations still have legacy systems and data sources. You can massage portal technologies to integrate
with these systems, allowing easier data mining or migration.
7. What is SharePoint
SharePoint is an extensible and scalable web-based platform consisting of tools and technologies that
collectively form what’s known as SharePoint Products and Technologies.
SharePoint is a platform on which you can build business applications to help you better store, share,
and manage digital information within your organization. Because you can build with or without the need
for code, the package empowers the average business user to create, deploy and manage team
websites, without depending on skilled resources, such as systems administrators or developers.
Using lists, libraries, and Web Pars you can transform team websites into business applications built
specifically around making your organization’s business processes more efficient:
8. SharePoint Facts
SharePoint is the fastest-growing Portal technology in the history of Microsoft
Over 100 million licenses of SharePoint have been sold worldwide
SharePoint has been adopted by over 17,000 companies worldwide
SharePoint is listed, by Forrester, as the Number 1 portal product
SharePoint is positioned as a leader within the Gartner Magic Quadrant for Horizontal Portals products
In 2008 sales of SharePoint surpassed 1 billion US dollars
9. Why SharePoint
Increased Organizational efficiency
Intranet, extranet and web applications can be supported using one integrated platform.
State of the art document management system
Search Functionality
Excellent in Collaboration regardless of the location
Easy to create business applications and sites.
Seamless Microsoft Office Integration
11. SharePoint Key Benefits
Document Repositories
•Present business-critical information in one central
location
•Secure content sharing
•Easy compliance and retention
•Storage optimization
•Federated search capability to easily retrieve
documents and artifacts.
Collaboration
•Capture and disseminate organizational
knowledge and best practices
•Increase visibility of critical projects, processes,
and corporate governance controls
•Accelerate new product development cycles
•Quickly connect people and information
•Enable 24x7 global project management
Workflows
•Boost employee productivity by simplifying everyday
business activities
•Extend business processes across the organization
•Provide business insights to all resources leading to
better, faster, more relevant decisions
•Help meet regulatory requirements through
comprehensive control over content
Business Intelligence Reporting
•Easy Integration with other Microsoft products and
tools (i.e. Excel, Word and PowerPoint)
•Provide self-servicing capabilities to the end user
to access key financial management reports via
(email, portal and by subscription)
• Widespread delivery of intelligence through
Microsoft office
•Provide reporting capability to leaders to
effectively manage documentation lifecycles,
business processes and/or compliance reporting
12. Key Functionality Enabled - DMS
The Challenge
• No central repository for documents currently
• The documents are scattered across different repositories
• Huge number of repositories to manage the documents
• Difficult to search the documents across the repositories
• Versioning of the documents is not elegant
• Comments and signatures on the documents are not retained
Upload documents
View/Modify documents
Notifications
Search documents
Add comments and signatures
Access different versions
SharePoint Portal
13. Key Functionality Enabled - Workflows
• No workflow to manage deliverables used
by the project teams
• Labor intensive manual processes required
to consolidate documents during review
cycles
• Manual intervention in the approvals (i.e. no
automated approvals)
14. The Challenge
• Disparate systems make it difficult for employees to find the right person for problem resolution
• There is no central tool to gather user opinions and inputs
• No central knowledge base
Key Functionality Enabled - Collaboration
Documents, forms,
lists
TeamsWikis, Blogs,
MySites and
Discussions
The functionality Enabled
• Wikis
• Blogs
• Team Sites
• Discussion Databases
15. The Challenge
• Huge data is available across any big organization. But there are no visual reports to use this available
data.
• Lot of reports are generated in rich graphical tools like excel, but there is no central location to share these
reports
• The existing reporting systems are scattered. Users have to access different systems for different data
needs.
Key Functionality Enabled – Business Intelligence
The functionality Enabled
• Build visual reports
• Integration with SharePoint Portal
• Excel services
• Enable Security
• Integration of SharePoint with your custom
databases
• Dashboards
Reporting Server
Users
SharePoint Portal Excel
Services
Custom
Applications
(Eg. PPM)
Scorecards &
Dashboards
17. What we can offer
SharePoint Consulting
WSS & MOSS installation and Configuration.
Deployment of Portals, Site Collections and Intranet Sites.
Workflow Applications
Automation of business Processes.
BI Solutions.
Enterprise Search
Migration from Lotus Notes to SharePoint
SharePoint Administration
Application Development
Microsoft Office Integration
Integration with Third party applications
Migration of legacy systems
