Management in the Cloud or On-Premise with SharePoint & Office 365

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Amberly Bates
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1 Management in the Cloud or On-Premise with SharePoint & Office 365

2 Today s Presentation: Introduction SharePoint 2013, ECM & Management About Colligo Management in the Cloud or On-Premise with SharePoint & Office 365 Demonstration Q&A Please type any questions during the webcast into GoToWebinar & we ll answer at the end Survey When leaving the webcast you will be prompted with a survey, please fill out for access to the PowerPoint and Webcast Recording

3 About Gig Werks Company began and has been a Microsoft Gold Partner since 2002 Deep relationship with Microsoft Virtual Technology Specialists for the Microsoft New York Enterprise Group 4 Time Microsoft SharePoint Technical Excellence Partner Award Winner Various other Microsoft Awards and Tech Forum Award Winner 2008 Invited into the Partner Evidence Program for SharePoint 2007, 2010 & 2013 Focused on SharePoint since 2003 Deep Industry Experience in: Financial Services, Architecture/Engineering/Construction, Healthcare/Pharmaceutical, Legal & Professional Services Approved Vendor of Microsoft Legal and Corporate Affairs Group (LCA) Expertise around Full Capabilities: SharePoint, Office 365, Business Intelligence and Microsoft Stack Uniquely partner and offer expertise on the Best SharePoint ISV s in the channel

4 Gig Werks Solution Package Offers Available Packaged Solutions and Quick Starts from Gig Werks SharePoint Business Solution Planning Premium Advisory Services Plan SharePoint & Office 365 Staging & Development Workshop Power Business Intelligence for Office 365 Quick Start ProjectReady Applications Suite for SharePoint & Office 365 ProjectReady Collaboration Engine ProjectReady RFI Management ProjectReady Transmittal Management ProjectReady Submittal Management ProjectReady Viewer

5 Microsoft SharePoint The Business Collaboration Platform for the Enterprise and the Web Content

Community and Phone Support Guaranteed 99.

6 Advantages of Office 365 & The Cloud No Infrastructure Cost or Support Needed Automatic Updates and Maintenance Always have the latest version of Microsoft Products Accessibility from Anywhere Community and Phone Support Guaranteed 99.9% Uptime (Financially backed SLA from Microsoft) Predictable Cost Flexible Bandwidth Security, Compliance, and Privacy from Microsoft Speed to Market

Advantages of On-Premise Complete control of your environment and data Supports heavy customization (ex - Visual Studio Workflows) Keep Sensitive

7 Advantages of On-Premise Complete control of your environment and data Supports heavy customization (ex - Visual Studio Workflows) Keep Sensitive information in-house Easier integration into Line of Business systems Full development options for developers Improved Records Management in SharePoint

SharePoint Content Management Create Control

information architecture and taxonomy Reduce

8 SharePoint Content Management Create Control Protect Create and organize content easily with the help of relevant discovered information Manage content policy, information architecture and taxonomy Reduce risk and manage compliance with centralized ediscovery tools

9 SharePoint Content Management Site-level retention policies Compliance levels extended to sites Policies include: Retention policy for sites and Team Mailbox associated with site Project closure and expiration policy Designed for managing discovery cases and holds Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content 2012 Microsoft Corporation. All rights reserved.

SharePoint Content Management Support for searching and exporting content from file shares Export discovered content from Exchange and SharePoint

10 SharePoint Content Management Support for searching and exporting content from file shares Export discovered content from Exchange and SharePoint Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility 2012 Microsoft Corporation. All rights reserved.

11 Collaborate on team projects with Site Mailboxes Documents will automatically sync with Outlook client

12 Common project inbox for use during project lifecycle Documents sync with SharePoint project site

13 Why 3 rd Party Applications Out of the Box feature doesn t exist Reduces Risk and Drives High Return on Investment Don t Recreate the Wheel Need for Specific Business or Industry Solution or Functionality Scalability and Easy Upgrade / Migration Speed to Market Satisfy Regulatory Requirements or Compliance Product and Solution Support

14 Gig Werks Advanced Business Solutions and Expertise Enterprise Content Management Workflow Advanced Functionality Search Business Intelligence & Reporting User Interface & Experience Governance & Compliance Intelledox Nintex RecordPoint Metalogix Cryptzone Accusoft BA Insight Colligo Workshare Ezescan DocuSign Nintex BA Insight Accusoft Colligo Workshare Cryptzone BrightWork Nintex Metalogix LiveTiles Nintex Intelledox RecordPoint Metalogix Cryptzone Colligo Workshare AEC Solutions Nintex Intelledox RecordPoint DocuSign Accusoft Colligo Metalogix Cryptzone Ezescan Advanced Industry Solutions Financial Services Solutions Nintex Intelledox RecordPoint Colligo Cryptzone Metalogix Workshare Accusoft DocuSign Legal Solutions Nintex Intelledox BA Insight Workshare Accusoft RecordPoint Cryptzone DocuSign Colligo Ezescan Pharmaceutical / Healthcare Solutions Nintex Intelledox Accusoft Colligo RecordPoint Cryptzone Metalogix Workshare DocuSign

15 Colligo Joan McDonald Technical Consultant

16 Experienced u A singular focus on helping organizations optimize engagement with information systems for 14 years Leaders in Sync Leaders in sync for SharePoint since 2007 Recognized 26 awards by respected industry influencers such as Gartner, KM World and TechEd Established Global Trusted 150+ partners and Microsoft Gold Certified Partner 5,000+ customers in 55 countries Deployed at Fortune 500 companies such as Microsoft, Bayer, Shell, Exxon, Towers Watson, Siemens 16

17 5,000+ Customers 17

The Colligo Engage Platform Native Client Apps Integrated within the UI of tools workers use everyday: Outlook, Windows Explorer, Mac Finder, ipads and iphones.

18 The Colligo Engage Platform Native Client Apps Integrated within the UI of tools workers use everyday: Outlook, Windows Explorer, Mac Finder, ipads and iphones. Sync Engine Syncs SharePoint content to client apps and caches it for offline use. Stores modifications and syncs back to SharePoint with advanced conflict resolution. Management Console Allows admins to configure Colligo apps, deploy records management policies and monitor compliance. 18

19 Use Case Examples Records Management Field Worker Support ipad Sync Microsoft Legal and Corporate Affairs Group (LCA) 1000 attorneys, paralegals, and business professionals Chose SharePoint to deliver a compliance-driven document, records and contract management solution Chose Colligo to provide the necessary Outlook to SharePoint integration Global management consulting firm 6,200 consultants in 80 offices Frequent travelers, needed mobile access to content on-the-go Document-intensive business with strong metadata utilization Chose Colligo and SharePoint 2013 as their central collaboration platform for every consultant Aerospace, defense and security 116,000 employees, $45B revenue Moving 20,000 users from BlackBerry to Apple ipad/iphone Needed a mobile collaboration solution supporting SharePoint, with advanced document sync Chose Colligo for ipad/iphone 19

20 Management Customers key benefits Corporate Compliance Productivity & Collaboration Mobile Access Drag-anddrop Metadata Online/Offline Access 20

21 Q & A Contact Us info@gig-werks.com

Enterprise Records Management in SharePoint and Office 365

Enterprise Records Management in SharePoint and Office 365 Today s Presentation: Introduction & About Gig Werks SharePoint 2013 ECM & Records Management Advantages to 3rd Party Applications About RecordPoint