SharePoint Art of the Possible. May12 th, 2008

Transcription

1 SharePoint Art of the Possible May12 th, 2008

2 Who is Ascentium? Ascentium is an integrated technology and marketing consultancy with a proven track record of building interactive online solutions and applications that achieve exceptional returns. Blended Solutions Marketing & technology integration to boost our customer s top-line growth Services span from strategy to demand generation, collaboration to infrastructure Solutions tailored to customers unique business challenges Dynamic, high growth company Privately owned corporation founded in 2001: CAGR 95% Inc 500 list ; PSBJ Fast $54M Revenue and 500+ people; projecting to double this in 2008 to $100M & 1000 people Successfully acquired 8 companies since 2001 with 120 total employees Acquired four companies in 2007: CenterLogic (Portland), Invoke Systems (Baltimore),, Miller White Runkle (Spokane, Atlanta), Artemis (London, UK) 10 Offices in: Northwest, SouthWest, SouthCentral, Mid-Atlantic, Public Sector, EMEA Strength in Execution 500+ employees with deep expertise Microsoft Gold Partner with 7 Competencies 6 Microsoft early adopter programs and 4 Partner Advisory Council memberships Agile methodologies tailored to customer needs CMP VAR Business Top 500 Technology Integrators in WW Microsoft CRM Pinnacle awards in the past two years Deep expertise in CRM, BI, Search, Collaboration, Portals, ECM, Interactive Marketing as well as application & custom development and infrastructure Microsoft awards including FY 06 West Region Partner of the Year for Teamwork, FY 07 PacWest GM, Marketing and Competencies, FY 08-Q1 Northern Area GM Award for Partner Excellence Accountable Partner Committed to results over the life of customer s investment driving incremental results from incremental investments Dedicated to long-term customer loyalty Strong and extensive partnership with Microsoft and top-tier Microsoft National System Integrator 2

3 Business Challenges Organization of Information Information structures are nonsensical and scattered File Server Shares / Public Folders / Intranet Sites / Personal Hard Drives Can't find what you KNOW is out there All or Nothing Endeavor Can't discover what you DON'T know is out there Accessing the right information Users require information in different systems 3

4 Business Challenges Dissemination of Information No one knows what's new Job-Critical Information / Corporate News / Events Notifications are Problematic Need to be notified about the things you care about Typically get notified on everything and anything What is available becomes stale Content recreation occurs Users lose time 4

5 Business Challenges Team Collaboration Long-term projects Content Collaboration Event Planning Campaign management Project Management Office / Franchise Geographies Centralized Access Manual approval processes 5

6 Introduction to SharePoint Server 2007 Microsoft Office SharePoint Server 2007 is an integrated suite of server capabilities that can empower business users to: Simplify internal and external collaboration Enhance customer and partner relationships. Provide Ubiquitous Enterprise Search. Work when and where you want. Personalize operations. Manage content and processes Control documents through detailed, extensible policy management. Centrally store, manage, and access documents across the enterprise. Simplify Web content management. Extend business processes across the organization. Improve business insight Present business-critical information in one central location. Quickly connect people with information. Share business data broadly while helping to protect sensitive information. Unlock business data. Take advantage of your unstructured business networks to drive better decisions. 6

7 Microsoft Office SharePoint Server 2007 Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, wikis, integration, project management lite, Outlook integration, offline docs/lists Business Intelligence Collaboration Rich and Web forms based frontends, LOB actions, enterprise SSO Business Forms Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Portal Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Content Management Search Integrated document management, records management, and Web content management with policies and workflow Enterprise scalability, contextual relevance, rich people and business 7 data search

8 Microsoft Office SharePoint Server 2007 Collaboration Docs/tasks/calendars, blogs, wikis, integration, project management lite, Outlook integration, offline docs/lists Collaboration Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model 8

9 Empower Teams Through Workspaces Common infrastructure to meet a variety of business needs Collaboration Support diverse team structures across organizations Serve variety of authoring and information sharing styles Keep workgroups informed, accessible, and accountable Secure information and control data integrity End-user tools for workflow and data-driven applications 9

10 A few things our consultants have done with SharePoint "Request a Bid" and "Contact Us" workflow and forms web applications Olympics Portal London Olympics Portal 4. Authorization for Capital Expenditure 5. Banking Merger and Acquisition, Commercial and Real Estate Portal 6. Best Bets Survey System to optimize corporate search system 7. Board Member Portal 8. Budget Planning, Project Planning and Risk Tracking 9. Budget, Planning and Forecast Portals 10. Business And Permitting Portal 11. Case Studies Portal 12. Charitable Giving Internet Portal 13. Christian Outreach Portal 14. Community and Police Portal 15. Computer Gaming Internet Portal 16. Conference Room Information and Booking System 17. Conservation Site for Citizens, Teachers, Students, Business and Government Leaders 18. Corporate Communications tool with task management and compliance 19. Corporate Forms and Workflow Portal 20. Corporate Initiatives and Goals Site 21. Corporate Jet Booking System 22. Customer Satisfaction Portal 23. Electronics Manufacturer Partner Portal 24. Employee On-boarding with employee security 25. Engineering Knowledge-Base 26. Enterprise Federated Corporate Search Portal 27. Enterprise Search for thousands of documents on Manufacturing Plant Information 28. Equipment Modification Checklists 29. External Company News Portal 30. Fetch My Freight Portal 31. Food Manufacturer Recall and Alert Portal 32. Global Corporate Communication and Compliance Portal 33. Global Health Charity Portal 34. Government Jobs Portal 35. Growth Management and Expansion Portal 36. Hot Topics Site 37. Incident Logging, Tracking, Reporting 38. In-Stock Excellence Workflow and Collaboration Portal 39. Insurance Claim Processing 40. Insurance Company Intranet Portal 41. Internet Banking 42. Internet Manufacturing site with content management and Search engine optomization 43. Internet Site with Web analytics 44. IS Project Management Site 45. IS System Status Dashboard 46. IT Change Management workflow, forms and portal 47. Joint Venture Extranet Portal 48. Land Management Portal 49. Learning Disabilities Portal 50. Legal Matter Management Portal 51. Local to Corporate Office Fax Reducing Communications Sites 52. Locate a Manufacturing Plant and Relevant Industry Web Application 53. Mail Room Automation Portal 54. Manufacturing Company Partner Portal 55. Maps Portal 56. Marketing Project Management 57. Medical Careers Portal 58. Medical Collaboration Center 59. Medical Company Portal with forms, workflow and project management 60. Medical Employee Center 61. Medical Information Center 62. Medical Work Center 63. Meetings and Events Internet Portal 64. Member Directory 65. Merchandising Plan-o-Gram Application 66. New Hiring On-boarding 67. Payroll and ADP Integration Portal 68. People Finder 69. PR, Legal and Executive Team Portals 70. Press Room Portals 71. Process Improvement Portal 72. Product Look Up Application 73. Product/ price look up tool 74. Project and Vendor Management Portal 75. Promo Central - marketing and pricing info 76. Promo, Coupon and Ad Internet Site 77. Public Health Outreach Portal 78. Public Utilities Customer Bill Paying Portal 79. Recreation, Conservation, Environmental Research and Nature Info Portal 80. Retail Corporation Executive Dashboards and Scorecards 81. Retail Standard Operating Procedures 82. Review Cycle Process Portal 83. Rich Customer Search on Internet Site and Marketing Authored Content Management 84. School District Student Portal for viewing grades, homework and other school related information personalized to individual students, schools and parents 85. Self Service Competitive Intelligence Portal 86. Six Sigma - Lean Manufacturing Executive BI Portal 87. Software Company Collaboration and Workflow Portal 88. Standard Operating Procedure Portal 89. Supply Chain Portal 90. Time card edit tools 91. Tips and Best Practices Portal 92. Trust Land Revenue Portal 93. United States Air Force Senior Office Task Management 94. Voice of the Customer Feedback Site 95. Watchdog and Compliance Portal 96. Worldwide Corporate 97. Citizen Portal and Business Intelligence Platform 10

11 Blogs Collaboration 11

12 Wikis Collaborative authoring Collaboration 12 12

13 Microsoft Office SharePoint Server 2007 Portal Solutions Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Portal Enterprise Portal template, Site Directory, My Sites, social networking, privacy control 13

14 Customer pains on information management are twofold Portal BillG on Search and Information Management at 2006 CEO Summit The problem, really, is twofold. The first is information overload. Faced with the endless deluge of data... how can we hope to keep up? how can we stay focused on the tasks that are most important..? The other problem is information underload. We re flooded with information, but that doesn t mean we have tools that let us use the information effectively. 14

15 SharePoint A single platform for getting the right information, to the right people at the right time. Portal 15

16 Portal Portal 16

17 My Site: External View Promote expertise and build communities within your organization Portal 17 17

18 My Site Personal view Portal RSS feeds Colleague Tracker Calendar schedule 18 External web parts 18

19 Microsoft Office SharePoint Server 2007 Enterprise Search Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Search Enterprise scalability, contextual relevance, rich people and business data search

20 Grow and Extend Your Search Solution Connect to your information and business applications Search Connect to Microsoft and non-microsoft repositories Use Indexing for intelligent connections Use Federated Search for quick & easy connections Web sites, file shares, Notes, Exchange, SharePoint, Documentum, FileNet Line-of-business systems and structured data sources People and expertise External web sites and subscription services

21 Better Search Results Search Tabbed interface Did you mean? query correction Alerts on search results Query hit highlighting 21

22 Locate people and experts Search Search RSS feeds to stay up to date on this result View results by social distance Refine by common properties 22

23 Microsoft Office SharePoint Server 2007 Content Management Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Integrated document management, records management, and Web content management with policies and workflow Content Management

24 ECM Sub-Capabilities Content Management Enterprise Content Management Sub-Capabilities Search Document Management Enterprise Records Management Web Content Management 24 24

26 Scalable Document Repositories Content Management Search for documents through metadata Manage large document sets with treeview Manage document approval with integrated workflow Establish enterpriseapproved content types 26

27 Capturing Rich Metadata Content Management Customizable Document Information panel based on InfoPath technology Capture meta data as part of authoring process Define required metadata in content type definition 27

28 Workflow Content Management Purchasing & Supplier Management Acquisition Planning E-Procurement Global Supply Chain Management Inventory Management Requisition Processing RFP/RFQ Automation Services Selection & Purchasing Sourcing Process Management Spend Management Strategic Sourcing Finance Billing Capital Acquisition Collaborative Budgeting Collections Compliance for Financial Services Expense Approval Internal Audit Purchase Request Regulatory Reporting Travel Request Operations Legal Discovery Activity Management Claims Management Contract Management IT Service Management Sales Contract Renewal Customer Tracking Proposal Management Human Resources Employee On-Boarding Employee Exit Interview/Off-Boarding Human Capital Management Performance Review Personnel Training Recruiting Travel/Vacation Request 28

30 Records Management Business Benefits Content Management Satisfy compliance requirements Reduce costs of retrieving information for legal discovery Reduce risk legal liability 30

31 Records Center Store all corporate records according to policy Content Management 31 31

32 Information Management Policies Define policies according to business requirements Content Management Track audit and expire content Configurable expiration action 32 32

34 Publish Web Content Simplify publishing process Content Management Separation of content and presentation Built-in review/approval workflow Site variations PR Manager Template PR Director 34 Press Release Content Production Server Internet Site 34

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36 Content Author (Scientist, officer, administrator, etc) includes Word doc or text file with article content, links to pictures, etc Driving Directions Links to supporting files Related links to post on web page 36

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41 Lake Washington School District Content Management 41

42 Avista Utility Content Management 42

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44 Microsoft Office SharePoint Server 2007 Business Forms Rich and Web forms based frontends, LOB actions, enterprise SSO Business Forms Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model

45 45 Business Forms

46 Form Design Business Forms 46

47 Microsoft Office SharePoint Server 2007 Business Intelligence Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Business Intelligence Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model

48 Business Intelligence Defined Business Intelligence Business Intelligence covers a broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data, to help enterprise users make better business decisions. -- Gartner

49 BI Solutions and Tool-sets Business Intelligence Strategic Tactical Operational Scorecards Visualization / Analytics Reports Balanced Scorecard Parameterized Performance Dashboard Static

50 A Day in the Life 50

51 Too often we're not on the same page I spend so much time fighting fires it's hard to get my work done Meeting? I don't have time for another meeting... By the time I find out the issue, it's already a big fire, if only I knew about it sooner 51

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82 How we work the keys to a successful MOSS project 82 Ascentium Confidential 10-Sep-08 Page 82

83 Microsoft Office SharePoint Server 2007 Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, wikis, integration, project management lite, Outlook integration, offline docs/lists Business Intelligence Collaboration Rich and Web forms based frontends, LOB actions, enterprise SSO Business Forms Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Portal Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Content Management Search Integrated document management, records management, and Web content management with policies and workflow Enterprise scalability, contextual relevance, rich people and business 83 data search