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Welcome to the First
      Annual
     SharePoint
     Saturday
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Jeff Shuey
  Jeffrey.Shuey@Kodak.com
      M: +1 425 922 8056
       Twitter: @jshuey
Web: kodak.com/go/sharepoint


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Housekeeping
Please remember to submit your
session evaluation forms after
each session you attend to
increase your chances at the raffle


 Live Tweet the event
 Hashtag: #spsbend


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Agenda
•   Getting Started
•   Paper is an Asset
•   RUBMCB & Workloads
•   Top 10 & 5 GAPS
•   What is a Document?
•   DEMO
•   Use Case Scenarios




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I love the Smell
of SharePoint in the Morning
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Is this your view of SharePoint?




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SharePoint can be MUCH more …
SharePoint supports
Intranets & Extranets




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Document Management for $1500




                           Bend
Document Management for FREE?




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Paper is an Asset
     Manage it Wisely
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RUBMCB
Workloads - How is SharePoint being used?
1. Team Collaboration
   (60% of all SharePoint Sites)    Create Business
2. Document Management
3. File Share Replacement             Applications
4. Portals
5. Intranets
                         Build Momentum


              Ramp Up



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SharePoint is WIP Smart
FOSH – Horizontal Solutions
                                                                    Human
     Finance             Operations               Sales
                                                                   Resources
•   Billing          •   Legal Discovery   •   Client Intake   •   Employee On-
•   Capital          •   Activity              Contract            Boarding
    Acquisition          Management            Renewal         •   Employee Exit
•   Collaborative    •   Claims            •   Customer            Interview/Off-
    Budgeting            Management            Tracking            Boarding
                     •   Contract          •   Proposal        •   Human Capital
•   Collections          Management            Management
•   Compliance                                                     Management
                     •   IT Service
•   Expense              Management                            •   Performance
    Approval                                                       Review
•   Internal Audit                                             •   Personnel
                                                                   Training
•   Purchase
    Request                                                    •   Recruiting
•   Regulatory                                                 •   Travel/Vacation
    Reporting                                                      Request
•   Travel Request                                                           Bend
SharePoint is WIP Smart
    Vertical Solutions
                       Government              Healthcare &
    Financial          (State, Local,
                                               Life Sciences   Manufacturing             Retail
    Services           Federal, Defense
                       & Education)            (HLS)

•   Accounts       •     Citizen Access    •
                                        Billing                •   Vendor          •   Store
    Payable        •     Public Safety     •
                                        Claims                     Management          Operations
•   Loan           •     Social ServicesSubmission             •   Product             Management
    Origination    •     Justice    • Patient                      Management      •   Inventory
•   Closing        •     311 / 911      Registration           •   Order               Management
•   Post-Closing   •     FOIA                                      Management      •   Merchandising
•   Credit         •     Homeland   Life Sciences                                      Management
    Processing           Security   • FDA                      •   Inventory       •   Supply Chain
•   Credit         •     TSA            Submission &               Control             Management
    Issuance                            Reporting              •   Shipping        •   Grand
                   Education        • Grant                    •   Customs             Opening
                   • Student Access     Management                 Management
                   • Administratio • Patient                   •   ISO
                     n                  Assistance                 Certification
                   • Privacy and        Programs               •   Regulatory &
                     data           • Recall                       Quality
                     protection         Management                 Compliance                Bend
SharePoint Top 10
ECM capabilities in SharePoint 2010
   Document Sets
   BLOB Storage
   BCS
   Audit Trail
   Document ID
   Content Organization
   Managed Metadata
   List Validations
   Large List Optimization
   Search

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5 Things You (STILL) will not find
        in SharePoint 2010
Records Management (RM)
Digital Asset Management (DAM)
Vertical & Horizontal Solutions
Storage (External)


Capture

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What is a Document?
A document is a physical or digital representation of a body
of information designed to communicate.
To document (verb) is to produce a document artifact by
collecting and representing information.
A document is understood as a paper artifact, containing
information in the form of ink marks. Increasingly documents
are also understood as digital artifacts.




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The Cake




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The Cake – How did we make it?




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How did we make it?




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Scan to SharePoint


Kodak Capture Pro

Kodak Scan and View




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Enterprise Content Management (ECM)




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Enterprise Content Management (ECM)




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SharePoint Setup Wizard




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Scenario 1
Large Retailer – Big Box Store

    Hiring Seasonal Help
         Drivers, Floor Sales, Warehouse, Customer Service
         Everyone fills out an application
         Some jobs require additional information capture
              Drivers – Additional paperwork approving background
              checks
              Scanning Drivers License and other associated documents
         If Approved for the Next Step
              Kicks off a Workflow Process
              Which includes Document Management, BPM and Storage


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Scenario 2
Human Resources – Onboarding Employees

    New Hire – Day One Processes
        Insurance Forms, Tax Forms, Personal Information
        Everyone is required to complete each step
            Not necessarily in order
        Both Paper and Electronic Documents are processed
        Steps are checked & approved manually and with
        automated processes
            Kicks off a Workflow Process
            Which includes Document Management, BPM and Storage



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Scenario 3
Lease Agreements –

    Inbound Lease Agreements
        The Old Way – Paper documents, stored in one
        place, accessed by one person in one location.
        The New Way – Everything is scanned in Dual Stream
        mode (TIF and Searchable PDF), Full Text
        Search, Accessible by anyone, anyplace, anytime.
        Leases and Associated Notes can be assigned as
        workflow tasks in SharePoint
            Storage and Legal Holds can be managed effectively



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Document Management for $1500




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Document Management for FREE?




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Putting it all Together
Why SharePoint?
  • It’s not ECM
  • It’s a platform for
    transforming your business
Why Partners?
  • Subject Matter Expertise
  • Local Presence
  • Able to address YOUR business
    challenges

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i1840 / i1860




                                                                                                                                         i5200 / i5600


                                                                                                                               Ngenuity
                                                                                                                           9090 / 9125 / 9150




                                                                                                                 i730 / i750 / i780

                                                                                                      i4200 / i4600

                                                                          Trūper 3210   Trūper 3610
                                                  i1405 / i1420 / i1440

ScanMate                           Scan Station
  i1120                               500
           i2400   i2600 / i2800

                                                                                                                  Kodak Capture Pro Software supports
                                                                                                                  more than 160 non-Kodak document
                                                                                                                  scanners via TWAIN and ISIS drivers.




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Document Imaging Platform
Standards that set the parameters for business growth




                     Jeff Shuey
                     Jeffrey.Shuey@Kodak.com
                     M: +1 425 922 8056
                     Twitter: @jshuey
                     Web: kodak.com/go/sharepoint

                        Find my Blog Posts Here:
                        Kodak’s Grow Your Biz site - http://bit.ly/hDdnFl
                        AIIM Capture Community - http://bit.ly/fYjWUY
                        My personal blog - http://bit.ly/gOzKyQ

                             45
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Join us at 6:00 pm at Fox’s for a free drink!

                                      A great opportunity to network with other
                                               SharePoint Professionals!




Don’t forget to fill out your bingo cards and surveys to be eligible for GREAT
                               end of day raffles!
Reference Information
Getting Started on SharePoint
                                                            Benefits of
 Start Here:                                                SharePoint

     Benefits of SharePoint 2010 as a Product Platform (34
     pages)
          Link: http://bit.ly/g6Ox0c on Three Will’s site
 For more detailed information:
     SharePoint 2010 Walk Thru Guide (110 pages)
          http://bit.ly/aUtb8D
     Microsoft.com
          http://sharepoint.microsoft.com
     Microsoft TechNet
          http://technet.microsoft.com/en-us/sharepoint/default.aspx



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Reference Information - Training
Training
AIIM SharePoint Specialist Course (Online)
   http://www.aiim.org/Education/Sharepoint/Online_or_2day_SharePoi
       nt_Specialist_Course.pdf
Kollabria - SharePoint Business Professional
   http://www.kollabria.com/pages/SharePoint-Training-for-
       Business.html




                                                              Bend

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SharePoint Saturday - Bend, OR

  • 1. Welcome to the First Annual SharePoint Saturday Bend
  • 2. Jeff Shuey Jeffrey.Shuey@Kodak.com M: +1 425 922 8056 Twitter: @jshuey Web: kodak.com/go/sharepoint Bend
  • 3. Housekeeping Please remember to submit your session evaluation forms after each session you attend to increase your chances at the raffle Live Tweet the event Hashtag: #spsbend Bend
  • 4. Agenda • Getting Started • Paper is an Asset • RUBMCB & Workloads • Top 10 & 5 GAPS • What is a Document? • DEMO • Use Case Scenarios Bend
  • 6. I love the Smell of SharePoint in the Morning
  • 9. Is this your view of SharePoint? Bend
  • 10. SharePoint can be MUCH more … SharePoint supports Intranets & Extranets Bend
  • 13. Bend
  • 14. Bend
  • 15. Bend
  • 16. Paper is an Asset Manage it Wisely Bend
  • 17. RUBMCB Workloads - How is SharePoint being used? 1. Team Collaboration (60% of all SharePoint Sites) Create Business 2. Document Management 3. File Share Replacement Applications 4. Portals 5. Intranets Build Momentum Ramp Up Bend
  • 18. SharePoint is WIP Smart FOSH – Horizontal Solutions Human Finance Operations Sales Resources • Billing • Legal Discovery • Client Intake • Employee On- • Capital • Activity Contract Boarding Acquisition Management Renewal • Employee Exit • Collaborative • Claims • Customer Interview/Off- Budgeting Management Tracking Boarding • Contract • Proposal • Human Capital • Collections Management Management • Compliance Management • IT Service • Expense Management • Performance Approval Review • Internal Audit • Personnel Training • Purchase Request • Recruiting • Regulatory • Travel/Vacation Reporting Request • Travel Request Bend
  • 19. SharePoint is WIP Smart Vertical Solutions Government Healthcare & Financial (State, Local, Life Sciences Manufacturing Retail Services Federal, Defense & Education) (HLS) • Accounts • Citizen Access • Billing • Vendor • Store Payable • Public Safety • Claims Management Operations • Loan • Social ServicesSubmission • Product Management Origination • Justice • Patient Management • Inventory • Closing • 311 / 911 Registration • Order Management • Post-Closing • FOIA Management • Merchandising • Credit • Homeland Life Sciences Management Processing Security • FDA • Inventory • Supply Chain • Credit • TSA Submission & Control Management Issuance Reporting • Shipping • Grand Education • Grant • Customs Opening • Student Access Management Management • Administratio • Patient • ISO n Assistance Certification • Privacy and Programs • Regulatory & data • Recall Quality protection Management Compliance Bend
  • 20. SharePoint Top 10 ECM capabilities in SharePoint 2010  Document Sets  BLOB Storage  BCS  Audit Trail  Document ID  Content Organization  Managed Metadata  List Validations  Large List Optimization  Search Bend
  • 21. 5 Things You (STILL) will not find in SharePoint 2010 Records Management (RM) Digital Asset Management (DAM) Vertical & Horizontal Solutions Storage (External) Capture Bend
  • 22. What is a Document? A document is a physical or digital representation of a body of information designed to communicate. To document (verb) is to produce a document artifact by collecting and representing information. A document is understood as a paper artifact, containing information in the form of ink marks. Increasingly documents are also understood as digital artifacts. Bend
  • 23. The Cake Bend
  • 24. The Cake – How did we make it? Bend
  • 25. How did we make it? Bend
  • 26. Scan to SharePoint Kodak Capture Pro Kodak Scan and View Bend
  • 27. Bend
  • 31. Scenario 1 Large Retailer – Big Box Store Hiring Seasonal Help Drivers, Floor Sales, Warehouse, Customer Service Everyone fills out an application Some jobs require additional information capture Drivers – Additional paperwork approving background checks Scanning Drivers License and other associated documents If Approved for the Next Step Kicks off a Workflow Process Which includes Document Management, BPM and Storage Bend
  • 32. Scenario 2 Human Resources – Onboarding Employees New Hire – Day One Processes Insurance Forms, Tax Forms, Personal Information Everyone is required to complete each step Not necessarily in order Both Paper and Electronic Documents are processed Steps are checked & approved manually and with automated processes Kicks off a Workflow Process Which includes Document Management, BPM and Storage Bend
  • 33. Scenario 3 Lease Agreements – Inbound Lease Agreements The Old Way – Paper documents, stored in one place, accessed by one person in one location. The New Way – Everything is scanned in Dual Stream mode (TIF and Searchable PDF), Full Text Search, Accessible by anyone, anyplace, anytime. Leases and Associated Notes can be assigned as workflow tasks in SharePoint Storage and Legal Holds can be managed effectively Bend
  • 34. Bend
  • 37. Putting it all Together Why SharePoint? • It’s not ECM • It’s a platform for transforming your business Why Partners? • Subject Matter Expertise • Local Presence • Able to address YOUR business challenges Bend
  • 38. i1840 / i1860 i5200 / i5600 Ngenuity 9090 / 9125 / 9150 i730 / i750 / i780 i4200 / i4600 Trūper 3210 Trūper 3610 i1405 / i1420 / i1440 ScanMate Scan Station i1120 500 i2400 i2600 / i2800 Kodak Capture Pro Software supports more than 160 non-Kodak document scanners via TWAIN and ISIS drivers. Bend
  • 39. Document Imaging Platform Standards that set the parameters for business growth Jeff Shuey Jeffrey.Shuey@Kodak.com M: +1 425 922 8056 Twitter: @jshuey Web: kodak.com/go/sharepoint Find my Blog Posts Here: Kodak’s Grow Your Biz site - http://bit.ly/hDdnFl AIIM Capture Community - http://bit.ly/fYjWUY My personal blog - http://bit.ly/gOzKyQ 45 Bend
  • 40. Join us at 6:00 pm at Fox’s for a free drink! A great opportunity to network with other SharePoint Professionals! Don’t forget to fill out your bingo cards and surveys to be eligible for GREAT end of day raffles!
  • 41. Reference Information Getting Started on SharePoint Benefits of Start Here: SharePoint Benefits of SharePoint 2010 as a Product Platform (34 pages) Link: http://bit.ly/g6Ox0c on Three Will’s site For more detailed information: SharePoint 2010 Walk Thru Guide (110 pages) http://bit.ly/aUtb8D Microsoft.com http://sharepoint.microsoft.com Microsoft TechNet http://technet.microsoft.com/en-us/sharepoint/default.aspx Bend
  • 42. Reference Information - Training Training AIIM SharePoint Specialist Course (Online) http://www.aiim.org/Education/Sharepoint/Online_or_2day_SharePoi nt_Specialist_Course.pdf Kollabria - SharePoint Business Professional http://www.kollabria.com/pages/SharePoint-Training-for- Business.html Bend

Notas del editor

  1. THIS SHOULD BE YOUR FIRST SLIDE
  2. Source: http://en.wikipedia.org/wiki/Document
  3. SharePoint is used for Intranets and Extranets. For customer, partner, and employee communications.A few examples of externally facing SharePoint sites are listed here: Ferrari, Hawaiian Air and Paul Mitchell See http://www.wssdemo.com/default.aspx - Currently at ~1800 WSS/WSF sitesSharePoint is here. SharePoint is real. If you need to aggregate content SharePoint might be a valid option
  4. Source: http://www.aiimhost.com/roadshow2010/Roadshow%20_DM_keynote_2010_PDF.pdf
  5. WIP not RIP
  6. Financial Service –BillingCapital AcquisitionCollaborative BudgetingCollectionsCompliance for Financial ServicesExpense ApprovalInternal AuditPurchase RequestRegulatory ReportingTravel Request
  7. This is not an indictment against SharePoint or Microsoft.Microsoft has wisely created SharePoint as a PlatformWhich allows partners to create solutions to address specific industry needsEach of these 5 points are available from many different partners in many different forms.This is the value and benefit of the Microsoft Partner Ecosystem (see the 1:3:5 ratio blog post for partnering with Microsoft here - http://jshueywa.blogspot.com/2008/12/microsoft-partner-ecosystem-and-135.html
  8. Kodak Invented the Digital Camera - http://pluggedin.kodak.com/post/?ID=6036013483209628297Kodak’s last roll of film – via NPR - http://www.npr.org/blogs/pictureshow/2010/07/23/128728114/kodachrome
  9. Source: http://en.wikipedia.org/wiki/Document
  10. How does Document Scanning and Data Extraction Fit into the BIG ECM Picture?A. ECM is much more than just scanning paper and extracting information. Paper can be a critical element of an ECM solution. Kodak specializes in scanning documents, cleaning up the images, and extracting business critical information.
  11. Q. Do you Believe it’s possible to have a Document Management solution in SharePoint for $1500?A. Believe it!