SharePoint and ECM: Better Together. Steve Bouton Channel Account Manager Hyland Software

Transcription

1 SharePoint and ECM: Better Together Steve Bouton Channel Account Manager Hyland Software

2 Why are organizations using SharePoint?

3 Microsoft SharePoint Why? Worker productivity User-driven process and document management Information sharing Web Content Management (WCM) Collaboration

4 Microsoft SharePoint Why? IT staff must support the needs of workers IT benefits: Eliminates the File Share Eliminates -based collaboration Reduces the burden on servers Eliminates redundant file storage Eliminates the need for a dedicated Web developers

5 Why integrate OnBase and SharePoint?

6 Information Silos

7 Information Application Jumping Silos

8 Custom Coding

9 Without Integration How many disparate systems are users required to use to perform their primary job tasks? How much training and support is required for users, regardless of location? How do SharePoint users manage paper documents? How is information made easily available to users? How are records managed consistently across multiple systems?

10 What s the value to your customers? Leverages existing investments Promotes worker efficiency Easy remote and public user access No costly custom development

11 What s the value to your customers? Content management and accessibility in the way that best meet the needs of every user. With no custom development. Contextually connecting related information: Regardless of the primary interface application. Regardless of where it is stored.

12 How do our integrations solve these challenges?

13 OnBase Solution Story Project Manager CFO AP Clerk Product Labs IT Staff Corp. Headquarters

14 Microsoft SharePoint Integrations

15 Microsoft SharePoint Integrations

16 Web Parts allows OnBase users to search, retrieve, view and interact with the OnBase documents, business processes and collaboration spaces they need to perform their primary job responsibilities from within SharePoint Web pages.

17 Web Parts Web Browser HTTP HTML OnBase Web Parts Install HTTP Web Server Database Disk Groups HTTP HTML HR Web Part HTTP Your HR Application Server HTTP HTML ERP Web Part HTTP Your ERP Application Server

18 Standard OnBase Portlets

19 HTML Custom Queries

20 Module-specific Portlets

21 BAM Portlets

22 StatusView The foundation for Web Parts for Microsoft SharePoint OnBase includes a total of 13 portlets! New portlets for StatusView are automatically extended as they are developed!

23 StatusView NOT a separate module Included with Web Server Does currently require a separate database license FREE! Enhances Web Server at no additional cost!

24 Web Parts for Microsoft SharePoint StatusView Portlet Web Part

25 OnBase Solution Story Project Manager CFO AP Clerk Product Labs IT Staff Corp. Headquarters

26 Microsoft SharePoint Integrations

27 Site Provisioning leverages OnBase Workflow to apply approval process controls to SharePoint site creation requests. Once site requests are approved, OnBase Workflow automatically creates SharePoint sites.

28 Site Provisioning

29 OnBase Solution Story Project Manager CFO AP Clerk Product Labs IT Staff Corp. Headquarters

30 Shared component: OnBase Viewer for SharePoint

31 Microsoft SharePoint Integrations

32 OnBase Viewer for SharePoint with optional Workflow panel

33 Microsoft SharePoint Integrations

34 Integration for Microsoft Search Index Server OR OR OR

35 Integration for Microsoft Search Using Microsoft SharePoint as a front-end, OnBase can participate in enterprise searches across multiple systems: Secondary repositories File Systems Web sites Transparent to the user

36 OnBase Solution Story Project Manager CFO AP Clerk Product Labs IT Staff Corp. Headquarters

37 Microsoft SharePoint Integrations

38 Archive Services transfers SharePoint content into OnBase to take advantage of advanced enterprise content management, including complex workflow processing, centralized records management and robust storage solutions.

39 Archive Services

40 Archive Services Three methods of archiving: Ad hoc Scheduled (Automatic) Check-In (Automatic)

41 OnBase Solution Story Project Manager CFO AP Clerk Product Labs IT Staff Corp. Headquarters

42 Microsoft SharePoint Integrations

43 Ad-hoc Scanning Enables (ad-hoc) scanning for Microsoft SharePoint users, to complement its native capabilities.

44 Ad Hoc Scanning

45 Ad-hoc Scanning Allows users to scan document images directly through SharePoint as: List Item attachments Document Library items.

46 OnBase Solution Story Project Manager CFO AP Clerk Product Labs IT Staff Corp. Headquarters

47 Microsoft SharePoint Integrations

48 Content Connector Provides a high volume scanning and capture solution for SharePoint that complement its native capabilities.

49 Rules + Actions Content Connector

50 Content Connector Any OnBase batch processed documents: Scan Queues COLD DIP XML TIP Others Post links to SharePoint (based on rules) as: Attachments to List items Document library documents

51 OnBase Solution Story Project Manager CFO AP Clerk Product Labs IT Staff Corp. Headquarters

52 Microsoft SharePoint Integrations

53 Resources for you!

54 Product Information

55 Questions & Answers

56 Thank you!