Forms hide the complexities of processes

Transcription

1 Ignify Inc if

2 Forms drive business processes Inefficiencies i i and dinaccurate information i cause significant ifi negative downstream effects Forms hide the complexities of processes Electronic information capture helps streamline the complex processes sitting behind forms Forms are everywhere People in organizations are inundated by forms expense reports, benefit statements, etc.

3 Human Resources > Benefits changes > Awards and recognitions > Job descriptions Accounting > Check requests > Time sheets > Expense reports and reimbursements > Chargebacks > Purchase orders > Billing statements > Charitable gift-match requests > Payroll > Sales tracking > Customer billing Sales/Services > Order forms > Call tracking > Demo requests > Service requests Marketing > Leads > Information requests > Press requests > Event registration > Customer visit reports R&D/Manufacturing > Engineering change requests > Accident report > Quality control > Supplier inventory tracking > Product evaluations Information Technology > Chargebacks > Equipment receipt/signoff > RFPs General Services > Work orders > Office moves > Shipping forms > Service requests pp g Vertical-specific Financial services > Loan applications > Insurance claims processing > Bank account transfer Medical > Patient diagnostics > Medical drug interactions > Medical history Government > Permits and licensing > Tax returns > Passport and visa applications > Address change Pharmaceutical > FDA clinical drug trial tracking Education > Class registrations > Admissions and financial aid applications Police > Arrest report > Accident reports/history

4 2007 Microsoft Office system form scenarios Forms as documents in a library Forms managing document meta data Document Repository Sales IT Claims Forms driving ing a workflow Contracts HR Forms as front end to business process Example: Patient Treatment Form Example: Expense Report

5 by b submitting b itti fforms tto SharePoint Libraries Web Services

6 by b connecting ti fforms with ith workflows kfl Create InfoPath Form Publish to SharePoint Library Assign g Workflow to library y

7 with InfoPath forms Use Outlook to collect and distribute InfoPath forms Complete forms without leaving the familiar Outlook environment Export data directly from Outlook to Excel, InfoPath Promote form fields into the Outlook list view to instantly sort, categorize or filter InfoPath mail messages

8 Gather information efficiently and reliably Easy form fill-in across Web browsers, messages, and mobile devices Real-time validation, pre-populated populated fields, and live connections to information sources Integrated with the Microsoft Office system: electronic forms capabilities in a familiar package Centralize forms management and control Centralized management of electronic forms for the entire organization Microsoft Office SharePoint Server 2007 integration expands to content management, business intelligence, search, and other integrated services Minimize downtime with easy upgrades, version management, and monitoring tools Streamline forms-driven business processes Gather information using your existing systems with standards-based integration InfoPath 2007 and SharePoint Server 2007 combine to deliver a comprehensive solution for optimizing business processes Extensible, integrated development environment makes InfoPath a flexible solution for internal and external information gathering

9 InfoPath forms Use Outlook 2007 to collect and distribute InfoPath forms Complete forms without leaving the familiar Outlook environment Export data directly from Outlook to InfoPath and Microsoft Excel Promote form fields into the Outlook list view to instantly sort, categorize, or filter InfoPath mail messages

10 Centralize management of electronic forms with InfoPath Forms Services Single form library for many departments Secure intranet and extranet access Role-based and policy-based access Comprehensive forms solution with InfoPath Forms Services and SharePoint Server 2007 Records management integration Workflow integration Shared data connection libraries Single sign-on architecture of SharePoint Server 2007 Minimize form downtime and maintenance In-place template upgrades Template version management Performance monitoring tools

11 Template Parts Add predefined form sections using the drag-and-drop interface Prebuilt data connectivity, validation, rules, expressions Centrally managed Compatibility Checker enforces compatibility with warnings and by removing unusable controls

12 Accelerate solution development with new tools Logic Inspector to examine dependencies, scripts, and more Design Checker to examine and enforce InfoPath Forms Services compatibility Data Connection Library Multi-select list boxes Codeless date calculations

13 SharePoint Server 2007 and InfoPath 2007 InfoPath Forms Services of SharePoint Server 2007 InfoPath for browsers and HTML-enabled mobile devices Centralize deployment and management Simplify y forms maintenance Utilize integrated platform services of SharePoint Server 2007 Measure performance of your forms Business Intelligence Business Forms Collaboration Platform Services Content Management Portal Search

14 Gather information efficiently and reliably InfoPath solutions help you reach more users Web browsers Microsoft Office Outlook messages Mobile devices Hosted form solutions Get the right information the first time Real-time validation Pre-populated fields Shared data connections Integrated with the 2007 Microsoft Office system based forms with Outlook 2007 Workflow integration with SharePoint Server 2007 Automatic information updates for Microsoft Office Access 2007

15 Gather information efficiently and reliably New! Easy form fill-in across Web browsers, messages, and mobile devices Real-time validation, prepopulated fields, and live connections to information sources Integrated with the Microsoft Office System: electronic forms capabilities in a familiar package Centralize forms management and control New! Centralized management of electronic forms for the entire organization New! SharePoint Server 2007 integration expands to content management, business intelligence, search, and other integrated services New! Minimize downtime with easy upgrades, version management, and monitoring tools Streamline forms-driven business processes Gather information using your existing systems with standards-based d d integration ti InfoPath 2007, SharePoint Server 2007, and BizTalk Server 2006 combine to deliver a comprehensive solution for optimizing business processes New! Extensible, integrated development environment makes InfoPath a flexible solution for internal New! Extensible, integrated development environment makes InfoPath a flexible solution for internal and external information gathering