www.socius1.com/rapidsp - Get a feel for SharePoint 2013 and understand how it can improve your other business applications. See how to connect systems and users with the information they need.

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 2013. 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
Approve /
Reject
Archive

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. Email 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. Emailed Task to Approve

22. Approve / Reject

23. Awareness

24. Item Created
We are informed through email 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
www.socius1.com/rapidsp
• Read about how SharePoint works for Socius’
clients
www.socius1.com/resources/case-studies

32. Questions?
Brett Pitstick
Senior SharePoint Consultant
440-717-3212
bpitstick@socius1.com