Exploring SharePoint 2013 and Improving Your Business Applications

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1 Exploring SharePoint 2013 and Improving Your Business Applications Connecting systems and users with the information they need Presented by: Brett Pitstick, Senior SharePoint Consultant

2 My Background SharePoint Team Lead and Senior Consultant for Socius 16 years of consulting experience focused on CRM and SharePoint MCP in development for SharePoint

3 Exploring SharePoint 2013 Collaboration Records Management and Compliance Social Improvements

4 SP 2013 Collaboration OneNote Notebook included in the Team Site for taking and storing notes locally Share Dialog Interface, which allows users to quickly add people to list and share content even between site collections Callout Feature for managing Items in List or Library Drag and Drop Between Sites or between SharePoint/Desktop allowing you to quickly move documents between sites or between SharePoint and your local environment.

5 Records Management Site-Based Compliance SharePoint Sites are now integrated with Team Mailboxes in SharePoint 2013, which means that any time an end user is preserving content, both the SharePoint Sites and the Team Mailboxes are searched. In-Place Records Management SharePoint 2013 still has In-Place records management, but now it preserves content that has been modified. So if a user has put a lock on the content, it allows other users to make a change to the document, but it keeps a copy of the content as it was prior to the modification. Documents, list items, pages and Exchange Server 2013 mailboxes can be preserved. The preservation of the information is done at the site level but you can use filters to avoid preserving the entire site or mailbox. Enterprise-Wide e-discovery SharePoint Server 2013 introduces a new site for managing and holding your discovery cases. Within this site collection you can perform e-discovery queries across multiple SharePoint farms and Exchange servers and preserve the items that are discovered. You create a new site for each case using the ediscovery Center site template. This site creates a portal through which you can access discovery cases to conduct searches, place content on hold, and export content. To implement e-discovery across the enterprise, configure SharePoint Server 2013 Search to crawl all file shares and websites that contain discoverable content. You can then export the results of an e-discovery search for later import into a review tool.

6 Social Community Sites Community Sites allow users to create discussions and organization them based on categories. SharePoint 2013 also includes new Site Templates for the Community Sites. My Sites My Sites have been redesigned and modernized for SharePoint They have also been simplified and provide more unified navigation. There is also a Tasks Page for the aggregation of tasks that can be synchronized using the new Work Management service application. Document Libraries Document Libraries can be used to share content with others to increase collaboration. Users can create libraries and choose which libraries they want to share with other users to collaborate on documents in the library.

7 Connecting the Dots CRM SharePoint Document Management GP Item Creation and Migration GP Contract Management

8 CRM Connecting CRM to SharePoint for document management Improving the process

9 Common Lifecycle Uncontrolled Authoring Revision Cycle Archive Approve / Reject

10 Which Leads to This

11 A Better Way

12 A Better Way Provides direction to the process which creates correct templates for sales

13 Connection to SharePoint

14 CRM Templates We controlled the authoring and updates by creating manager controlled templates

15 Controlled Process

16 GP Item creation and approval in SharePoint Item migration to GP

17 and Paper Process No timetable No escalation process No awareness of point in process

18 GP Item Request

19 New Request

20 Process We added workflow to request for sales manager to approve item

21 ed Task to Approve

22 Approve / Reject

23 Awareness

24 Item Created We are informed through that item is approved And can see in list that Item Created in GP

25 Item in GP

26 InfoPath (actual form)

27 GP Migration of contract information from GP Controlled updates to contract information in SharePoint

28 Migration of data Used SharePoint Data Connection to move data to SharePoint list

29 Needed control over user updates Created web part that only allows users to update one field

30 Improved Information Now there is an awareness of contract on items and if there is a need to renew

31 Next Steps Learn how you can get up and running quickly at an affordable, fixed price with our SharePoint Rapid Implementation package Read about how SharePoint works for Socius clients

32 Questions? Brett Pitstick Senior SharePoint Consultant