SharePoint Saturday DC by ImageTech Systems - David Strock
1.
2. ImageTech Systems, Inc.
Company Overview
Electronic Document Management Systems Integrator
with a focus on Enterprise Content Management Solutions:
Document Imaging Systems
Document & Data Capture (OCR, Bar-codes, etc.)
Workflow and Business Process Reengineering
Integration with Existing Legacy Systems
E-Forms Automation (XML, XForms, HTML, PDF, InfoPath)
Microsoft Certified Partner
3. Microsoft SharePoint Platform
Ribbon UI
Business Connectivity Services
SharePoint Workspace
InfoPath Form Services
SharePoint Mobile
External Lists
Office Client
Workflow
Office Web App Integration
SharePoint Designer
Standards Support
Visual Studio
API Enhancements
REST/ATOM/RSS
Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
PerformancePoint Services
My Sites
Excel Services
Activity Feeds
Chart Web Part
Profiles and Expertise
Visio Services
Org Browser
Web Analytics
SQL Server Integration
PowerPivot
Enterprise Content Types
Metadata and Navigation
Document Sets
Social Relevance Multi-stage Disposition
Phonetic Search Audio and Video Content Types
Navigation Remote Blob Storage
FAST Integration List Enhancements
Enhanced Pipeline
4. Why is Document Imaging
Important?
• An average document gets
copied /handled 19 times
• Companies spend $20 in labor to file a
document, $120 in labor to find a
misfiled document, and $220 in labor to
reproduce a lost document
• An average of 7.5 percent of all
documents get lost; 3 percent of the
remainder get misfiled
• There are over 4 trillion paper
documents in the U.S. alone, growing at
a rate of 22 percent a year
Gartner
5. ECM – Today’s Challenges
Proprietary, Expensive Vendors have Dominated
Implementations are constrained to
specialized departments
User adoption is low
IT deployment & maintenance costs are
high / Skilled worker pool smaller
Return on investment takes a long time
6. Magic Quadrant for Enterprise Content Management
challengers leaders
Microsoft
Hyland IBM Oracle
Ability to Execute
Perceptive Software Open Text
Gartner®
Software EMC
LaserFiche Autonomy
Xerox as published in
November, 2010
Objective Adobe
Fabasoft
Systemware
Saperion Alfresco
Newgen
Ever Team SpringCM
SunGard
Xythos
Siav
niche players visionaries
Completeness of Vision
7. Everyone • Everyone in the organization has access to and benefits from
features
Participates • Capabilities can be adjusted – everyone sees as much as they
need
Easy to Use
• Easy for IW: supreme user acceptance & supreme adoptability
• Easy for IT: great OOTB, fast to deploy & easy to manage
Enterprise • Consistently high performance at scale
• Feature depth, customizability, interoperability and
Ready extensibility
8. AIIM Study 2010
ECM needs top the list of SharePoint adoption drivers
“How would you describe your use of SharePoint in the following areas?”
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Collaboration/Worspaces/Team Sites
ECM
File Share replacement
Intranet
Social Networking
Portal/Company News Site
Portal to other repositories
Enterprise Search
BPM
Staff Profiles/Directories
Records Management
Image Management
Extranet Working Live
Case Management
Business Forms
Rolling Out or Planned Roll-Out
E-Discovery
Email Management
14. • Potential Issues with SharePoint 2010 and Imaging
• Large database growth because of Binary Large OBjects
• Reading & Writing BLOBs slows SQL performance
• Solution
• SharePoint 2010 – RBS (Remote BLOB Storage)
• Store objects outside of the database
• Feature of SQL Server 2008
• Third parties can facilitate
15. Native SharePoint ECM
Document Version
Control Human
Management Records Enterprise Email
Collaboration Centric
(Life Cycle, Management Search Check-In, Archiving
Workflow
Security) Check-Out
Imaging Components Added by the Partner Community
Structured Universal Viewer
Scanning and Business Process Archiving and
with Mark-up
Capture Metadata Search Management Library Services
Capabilities
17. Document & Data Capture
No easy way get large volumes of documents
with attached metadata into SharePoint
Capture Software
• Scan Paper
• Import Electronic
Documents
• Pre-Process vs. Post Process
18. Document & Data Capture
Capture Software Features
• OCR - Zonal, Drag & Drop
• Database Lookups
• Barcode Recognition
• Text Searchable PDF
• One-Touch Scanning
• Auto Import Available
• Output to TIFF, PDF, TXT, JPEG
• Output to email
• Output to SharePoint, Other ECM, ERP Systems
• API for Customization
20. Document Imaging: View
Stay in SharePoint
• Zero Footprint
• Universal Document
Viewer (for all major File
types) stored in
SharePoint
o TIFF
o PDF
o MS-WORD
o MS- Excel
o MS-PowerPoint
o Plus 300+ file types
21. Document Imaging: View
• Full Featured Viewer
allows users to
annotate, and markup
documents to facilitate
communication &
workflow
o Highlights
o Markups
o Sticky Notes
o Redaction
• Stored in SharePoint
Lists (Does not alter
original document)
22. SharePoint Workflow
• Full Power of .NET, WF, etc.
• Significant complexity, development time
• Limited feature set
• Limited sophistication
• Very limited use cases
23. SharePoint Workflow
• Full Power of .NET, WF, etc.
• Significant complexity, development time
• Easy User Experience •Site Provisioning
• Cost savings from automation •Employee Onboarding
•Leave Requests
• Reporting •Contract Management
•Loan Applications
• Visual design •AP Processing
• Wide degree of sophistication •Business App Integration
•Add Users to Active Directory
• Rapid development time •Procurement
•Claims Processing
• Limited feature set
• Limited sophistication
• Very limited use cases