Presentation Agenda - Format & Content

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2 Presentation Agenda - Format & Content Introduction to Deltascheme Overview of SharePoint Current SharePoint 2010 projects Areas to consider when implementing SharePoint Complimentary 3 rd party products Close

3 An Introduction to Deltascheme Limited

4 Deltascheme s DMS Experience Introduction & Capability Work with best of breed market leading products Low risk, functional, open, scaleable, proven, value, etc. Expertise in providing integrated solutions for: - Collaboration - Records Management - Document Management - Knowledge Management - Enterprise Content Management - Case Management - Business Process Management - Extranets, Intranets and Internets - Stakeholder Relationship Management - Business Intelligence & Data Migration Our core product set is SharePoint only Number of 3 rd party products to enhance SharePoint Kofax (Capture, etc.), Scinaptic (OnePlac ), Nintex, Adlib, K2 (Blackpearl) Rapid Redact, Swift (Scan, Editor), etc. Microsoft Partner (Gold in Content Management) Subject matter experts in the UK for EDRMS in SharePoint

5 Deltascheme s DMS Experience - What do we do? Deliver effective and scalable document & records management systems in SharePoint 2007 and 2010 Assist with the migration of archive content from file stores or existing document management systems Provide integrated paper document capture solutions Integrate SharePoint with other business applications Upgrade SharePoint to the latest version (2010) Implement business process automation solutions Deliver applications and portals through SharePoint Configure reporting & business intelligence solutions

6 What is SharePoint 2010?

7 An Overview of SharePoint - Scaleable and extendable Application Delivery Business Intelligence Records Management 2010 Process Management Document Management Portals Collaboration Intranet/Extranet Microsoft SharePoint

8 An Overview of SharePoint - Scaleable and extendable Document & Records Management (EDRM/ECM) Life cycle management, versioning, book-out, Office integration, in situ, security, classifications, file plans, etc. Meets 80% of MoReq2, do you need the other 20%? Content Collaboration & Knowledge Management Tasks, calendars, notifications, discussion groups, blogs, wikis, project management, Outlook integration, etc. SharePoint Workspace (Groove) Search Extranets, Intranets & Internets ECM, WCM, look & feel, branding, navigation, search, etc. Separate licence for the Internet (SharePoint Server for Internet Sites) Business Intelligence Performance Point, Reporting Services, Analysis Services. Server-based Excel spreadsheets and data visualization, Web Parts, KPIs/Dashboards, etc. Business Connectivity Services (set of services and features for interfacing) Business Process Management (workflow) SharePoint Designer, Visual Studio, InfoPath. Event receivers, notifications, task lists, etc.

9 An Overview of SharePoint - Scaleable and extendable SharePoint is now being used as a departmental or corporate environment through which to deliver line-of-business systems. HR - holiday requests, staff directory, new starter, appraisals, etc. Finance - expenses, time sheets, purchase requisition, invoice approval, contracts management, supplier portals, etc. Marketing - contact management, client portals, new product development, etc. Corporate - committee minutes, room bookings, digital mail rooms, quality management and ISO accreditation, etc. Other - legal case management, request for information (e.g. FoI), new client/matter take on (AML), etc. student portals and placements management, forensics case management, contracts management, etc.

10 Current SharePoint Project & Drivers

11 Current SharePoint Projects - What is being implemented and why? London Council Construction & Engineering Beverages Manufacturer Government Department Fire & Rescue Services Provider Defence Manufacturer SharePoint Projects Borough Council Trust Management Professional Body Regulator Non Dept Public Body Retailer Research Company Lloyds Underwriter Higher Education Legal Firm Drugs Manufacturer

12 Current SharePoint Projects - What is being implemented and why? Project Drivers? Downsizing of office space no room for physical records Compliance Legislative and Regulatory (e.g. Solvency II) Better governance avoid duplication, accessibility the infamous file store! Changes in working practices, e.g. hot-desking & remote working Increase productivity and quality of service provided Replace existing systems (expensive to upgrade and to maintain) Why SharePoint? Already have licenses (e.g. under Enterprise Agreement) Conforms to IT Strategy (UI, AD, Office, SQL Server, Outlook, etc.) Low Risk Microsoft! Breadth of functionality against cost of investment

13 Current SharePoint Projects - What is being implemented and why? What's being implemented? Intranet Document Management Records Management Collaboration & Knowledge Management Process Management Applications (e.g. Case Management Freedom of Information) Document scanning Business Intelligence (starting to wake up!) Current Project Issues Often IT lead with insufficient support from user community (specification & adoption) Governance content (adding content), functionality (site creation), management (view) Started with an Intranet but now want to do Document & Records Management

14 Current SharePoint Projects - Education Projects? Nottingham University Student Portal Work submissions, etc. Document Management Manchester University EDRMS Livelink migration Kofax Scanning Intranet Research Area Derby University Case Management FoI & DP, etc.

15 Areas to consider when implementing SharePoint

16 Implementation Methodology - Areas to consider? Paper Records Structure (Dept/Function) Document & Records Management Content Types & Metadata Document Rules (Versions/Publish) Outlook Users/Roles & Security Retention & Disposition Audit Requirements Intranet Based Applications Microsoft Office Legacy DM Systems Look/feel & Navigation (Customisation?) News Channels, RSS Polls, Wikis, Blogs Electronic Forms (What Product?) Workflows (What Product?) Contact Management (What Product?) Project Areas & Collaboration Reporting & Business Intelligence Use of Extranets (Members, Partners) Content Searching (Structured/Unstructured) Microsoft Projects/EPM Network Drives System Architecture (Sizing, servers, etc.) Architecture & Infrastructure System Administration (Back Ups, etc.) Availability & Disaster Recovery LOB Applications

17 SharePoint Consultancy Methodology - Consultancy process Project Initiation Functional Requirements Analysis (includes Introductory SharePoint Training for Key Staff) Architecture Design or Audit/Review Content Review & Planning Software Configuration Analysis Of Non-Standard Requirements Governance Planning Architecture Installation Apply Legacy Content Plan Review Configuration & Modify Document & Build Custom Components Installation Of 3 rd Party Product(s) Governance Framework Deploy, UAT & Handover On-going Support (SharePoint/customisations/interfaces/ 3 rd Party Products, etc.)

18 Complimentary Products

19 Complimentary Products - Site Management, document capture, content import Swift Site Creator Create and Manage your sites more effectively (permissions, templates, links). Swift Content Migrator Quickly select, index and import content into SharePoint (retains author and creation date).

20 Complimentary Products - Site Management, document capture, content import Swift Site Creator Create and Manage your sites more effectively (permissions, templates, links). Swift Content Migrator Quickly select, index and import content into SharePoint (retains author and creation date). Swift Scan Ad-hoc scanning and indexing of documents into SharePoint

21 Complimentary Products - Site Management, document capture, content import Swift Site Creator Create and Manage your sites more effectively (permissions, templates, links). Swift Content Migrator Quickly select, index and import content into SharePoint (retains author and creation date). Swift Scan Ad-hoc scanning and indexing of documents into SharePoint Swift Property Editor Allows you to batch index your documents within SharePoint

22 Introduction to Kofax - The company and their products Kofax provide a very comprehensive suite of products Kofax Capture - scan, index, archive Kofax Transformation Modules - automate data extraction (OMR, OCR, ICR barcodes) Kofax Front Office Server - Support for MFPs/MFDs, etc. Kofax e-transactions - send and receive electronic invoices without paper Kofax Express - All-in-one, easy to use ad-hoc batch scanning Kofax VRS - the leader in scanning productivity and image perfection Ad-hoc, departmental, remote & production capture Key from image, configurable index fields Specific capabilities for processing supplier invoices Integration for data validation or auto-population Supports other file formats (e.g. Word, Excel, , etc) PDF image, compressed with embedded text (from OCR)

23 Introduction to Kofax - The company and their products Metadata Fields Image Window

24 Integrated Workflow - Introduction to K2 and Nintex workflow Standard workflow functionality in SharePoint is document centric and quickly requires development. K2 & Nintex significantly enhance standard SharePoint workflow and are very tightly integrated with Microsoft. Provides advanced workflow capabilities via a graphical web based interface embedded within SharePoint. Automate business processes See real-time feedback of workflow activities Create workflows in hours not days Automate common SharePoint administrative tasks Generate rich enterprise-level reporting Draw it, not code it

25 Integrated Workflow - Introduction to K2 and Nintex workflow

26 Introduction to OnePlac - SharePoint and Outlook integration Real-time seamless and file transfer from Microsoft Outlook to Microsoft SharePoint Unlocks critical business information stored in personal inboxes Enables Microsoft SharePoint as an management platform Improves visibility of information across the business Increases user productivity Increases user adoption of Microsoft SharePoint solutions Improves business collaboration and records management

27 Introduction to OnePlac - SharePoint and Outlook integration

28 Introduction to Adlib - PDF Conversion & Document Bundling Making all of your SharePoint content searchable, including scanned documents and image-only PDF files. Delivering SharePoint content in the right format for sharing with employees, customers, and partners. Archiving SharePoint content for long term access. Combining multiple SharePoint documents of various formats into a single document. Meeting regulatory standards for document rendering. Managing the cost and time associated with converting high volumes of documents to PDF.

29 Introduction to VIZit - Enhanced Document Management Document thumbnails Single viewer (300+ file formats) Document Annotation Simplified search, etc.

30 Contact Details Duncan Williams Deltascheme Limited Tel: Local Tel: Mobile: Fax: