Microsoft SharePoint THE PLATFORM ENTERPRISES NEED

Transcription

1 Microsoft SharePoint THE PLATFORM ENTERPRISES NEED

2 Presentation Outline Purpose of the Presentation The Right Team Introduction to SharePoint SharePoint as DMS SharePoint ac ECM SharePoint for Workflows SharePoint for Project Management SharePoint for Reporting and BI SharePoint as a Social and Collaboration Platform SharePoint as a Single Access Point SharePoint as a Platform for Killer-Apps 2

3 Purpose of the Presentation Microsoft SharePoint can help your organization: Set Up an Enterprise Content Management System Adapt modern methods for Document Management Handle Complex and Cross-Departmental Business Processes Maximize collaboration-by breaking down obstacles to communications Enable work from virtually any place with virtually any device-with familiar applications and consistent formatting. 3

4 The right Team Slovenian Company, Founded in 2003 Geo Presence: South East Europe, Western Europe, Middle East, US Microsoft Partnership Gold Application Development Gold Collaboration and Content (SharePoint Platform) Silver Project and Portfolio Management Microsoft 2010 Partner of the year Founded in Albania, in 1998 Microsoft Partnership Silver Application Development MCTS (Microsoft Certified Technology Specialists) in: SharePoint Development SharePoint Administration and Configuration Web Development Database Management Microsoft Project

5 Presentation Outline Purpose of the Presentation The Right Team Introduction to SharePoint SharePoint as DMS SharePoint ac ECM SharePoint for Workflows SharePoint for Project Management SharePoint for Reporting and BI SharePoint as a Social and Collaboration Platform SharePoint as a Single Access Point SharePoint as a Platform for Killer-Apps 5

6 The Business Collaboration Platform for the Enterprise and the Web. SharePoint is a category all on its own aimed at enabling business scenarios while providing capabilities and tools than encompass the different ways people work together. Through a set of products that can be used out of the box and extended to address custom business needs for deploying, customizing and adopting collaborative solutions across the intranet, extranet and Internet. SharePoint positioned in upper-right in Gartner Magic Quadrant for ECM Fastest Selling Product in Microsoft History! 6

7 Introduction to SharePoint 7

8 Outdated methods of Document Management Capture and Store Data with SharePoint Information Management Policies Document Lifecycle Demonstration SharePoint as DMS 8

9 Outdated methods for Document Management For various reasons, 85% of documents still exist in papers It becomes difficult to keep track of their locations and to search through them. Risks of loosing the information are high. Even if there is some electronic mechanism for sharing documents ( attachment, shared drive) these methods are not centralized, difficult to standardize, take up space and confuse users. 9

10 Capture and Store Data with SharePoint KEY FEATURES OF DOCUMENT LIBRARIES Storage of documents in a hierarchical manner Check-out/check-in mechanism Document versioning Approval process Alerting system Permissions on the library and document level Creation of different views on stored data Offline synchronization (for offline work) Seamless integration with Office products CAPTURE AND STORE DATA 10

11 SharePoint Document Library Version History, Check In/Out, Publish, Approvals, Alerts 11

12 SharePoint Document Library Document Version History Compare two versions in MS Word 12

13 SharePoint Document Generator Choose the document you would like to create Nobody wants to search for appropriate template set file names and attributes rewrite existing text upload to Document Library notify/alert people approve it trough approval process that is why, we developed the SharePoint component for generating documents from predefined templates! 13

14 Information Management Policies Used to enforce compliance with corporate business processes or legal or governmental regulations for the management of information Auditing Logs events and operations that are performed on documents and list items Retention Lets you define retention stages, with an action that happens at the end of each stage (e.g. expiration) Barcode Enables you to track physical copies of a document by creating a unique identifier value for a document and inserting a bar code image of that value in the document 14

15 Document Lifecycle Document Lifecycle 15

16 Preparation Approval Validity start Validity end Workflows Bank Document lifecycle Archived Active Final reading Draft Request for change 16

17 Specialized search (Bank Products & Services documents) 17

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19 Enterprise Content Management How ECM maps to SharePoint SharePoint Search Metadata SharePoint as ECM 19

20 Enterprise Content Management Modern enterprises should recognize the benefits of an Enterprise Content Management (ECM) system, defined as The strategies, methods, and tools used to capture, manage, store, preserve, and deliver content related to organizational processes. 20

21 How ECM maps to SharePoint! 21

22 SharePoint Search Supports search of the documents by: Content (full text search) Solid metadata (document attributes) Taxonomy based search (refinements) New Fast Search technology The quality of the search results is dependent on the quality of metadata! Search results are always filtered according to user security rights! 22

23 Metadata Metadata = data about data Why do we need metadata? It gives meaning to our data It makes search easier Using metadata as search refiners Using metadata for customized views It allows us to define retention policies on documents with specific metadata It is the basis for building more complex systems like knowledge bases 23

24 Metadata search refiners Full-text search results 24

25 Complex and Cross Departmental Business Processes SharePoint emeetings E-Meetings Workflows SharePoint for Workflows 25

26 Complex and Cross-Departmental Business Processes Often business processes are too complicated and employees do not communicate in the most effective way. Some business processes are quite complex and require interaction among multiple actors and systems. Usually they fail to update the back-end systems designated to store information about these business processes. Enterprise need to adapt workflow technologies. 26

27 SharePoint emeetings Dedicated site for formal groups Main content of collaboration are meetings. Major functionalities Formal group site List of meetings List of conclusions with action items tracking Open action items, by person, status Notifications regarding due dates Meeting minutes New meeting requests based on confirmation workflow Rights management based on role and substitutions Outlook Integration (ical Meeting Request) Meeting site General data, Agenda, Content Confirmed conclusions Meeting invitation, updates Meeting minutes Meeting minutes and action items approval process 27

28 emeetings Workflow 28

29 The list of meetings Action Items Meeting minutes automatically generated 29

30 Microsoft Stack for Enterprise Project Management Impressive Workflows SharePoint for Project Management 30

31 Manage and Control Projects At the end of the day, each organization needs to answer the questions Do we invest in right projects? How do we share our resources? How good do we execute and manage the projects? How do we manage changes? Do we fulfill project (business) goals? 31

32 Microsoft Stack for Enterprise Project Management Flexible Project/Portfolio Management Select optimal portfolios Deliver projects successfully Gain Visibility and Control Easily Create Workflows Strengthen everyday collaboration Discover and Share information Improve decision making Increase agility and Control Simplify IT Management 32

33 Impressive Workflow which automates Project Management methodology in Telekom Slovenia Project Server SharePoint Workflow Document Generator Check Lists All project information Notifications 33

34 Business Intelligence Reporting Project Server Demo SharePoint for Reporting and BI 34

35 Business Intelligence and Reporting SharePoint Server can link to multiple business applications such as SAP, Oracle, Siebel, SQL Server and a myriad of other databases. Excel and PowerPivot for Excel Excel Services Visio Services PerformancePoint Services tools for viewing, manipulating, analyzing, data support for managing large-scale data real time interactive reporting, what-if analyses share data-driven Visio diagrams monitor, analyze and visualize business with dashboards, scorecards and key performance indicators 35

36 Resource project utilization dashboard 36

37 The Project Portfolio 37

38 Resources BI report: Capacity, Plan & Availability 38

39 Resources BI report: Project, Cost Center, Value 39

40 Resources BI report: Project, Cost Center, Labor Costs 40

41 Portal Foundations Evolution trends New content management approach SharePoint as Social and Collaboration Platform 41

42 Portal Foundations Content, Structure & Design Content Management Process (approval driven & policing process) Security Policy 42

43 Internet of Things (IoT) & Machine-To-Machine (M2M) Evolution trends 43

44 New content management approach Traditional approval driven process is being replaced a less restrictive policing process Users already share knowledge freely (mails, conversations, meetings, brainstorming) then why not on the portal?!?! Policing approach doesn t replace the approval process 44

45 Wiki ( Knowledge Base, less formal meetings ) 45

46 Access point to all information, applications, documents, business processes SharePoint as Single Access point 46

47 Organization portals Blog portals News portals Modern Intranet and unified platform also for Extranet and Internet Product portals Intranet 2.0 Collaboration portals Community portals My sites and user profiles Corporate portals Project portals 47

48 Portal navigation to Business Units, Products and other info Useful applications, sites, links Global navigation 48

49 Akrapovič product catalog & shopping information CRM information PIM information 49

50 Akrapovič News portal 50

51 Business Card Ordering Scheduling of Maintenance Work E-Learning Knowledge Base Organizational Structure/PhoneBook/ Picture Gallery Resource Booking (Vehicles, Meeting Rooms etc) SharePoint as a platform for Killer-Apps 51

52 Business card ordering 52

53 Scheduling of maintenance services 53

54 Learning, Library and YouTube TV 54

55 Organizational structure Picture gallery 55

56 Booking of company s vehicles Booking of sport facilities 56

57 Thank You!