Доклад Растислава Хлавача на spcua 2012
DESCRIPTION
Презентация доклада Растислава Хлавача (Rastislav Hlavac, Словакия, Gradient) "How to build Enterprise Content Management on Microsoft platform — Case study from PromInvest Bank Ukraine" с конференции SharePoint Conference Ukraine 2012TRANSCRIPT
How to build ECM on Microsoft
platform
Rastislav HlavacSales Director
Introduction of GRADIENT Slovakia
Microsoft Gold Cerified Partner, one of the TOP ISV and Information Worker Partners in CEE
Key areas Document and data capture – scanning,
OCR/ICR Document Management Systems Business Process Management Record Management Microsoft Dynamics CRM Microsoft Office Sharepoint Server portal
solutions
References in banking
Reference projects CSOB poisťovňa, KBC Group Česká poisťovňa Slovensko Komunálna poisťovňa Prvá Česko-Slovenská poisťovňa Kooperatíva Wustenrot poisťovňa EZP, a.s. Ministerstvo práce, sociálnych vecí a
rodiny SR Národná rada SR Slovenská konsolidačná, a.s. Ústav pamäti národa Dopravný podnik mesta Bratislavy DHL Logistics GEFCO Nevitel Orange
Reference projects
LANEX, Zahreb, Croatia SIELDA, Milano, Italy SERTAS, Turkey International Data Processing, Listowel, Ireland ČSA Czech Airlines, Prague, Czech Republic ČSSZ, Prague, Czech Republic ALLIANZ, Prague, Czech Republic Raiffeisen Bank, Prague, Czech Republic ČSOB CZ Volksbank International – CZ, RO 1 Univerzita v ČR
Enterprise content management
Key areas Portals Document centric collaboration Web content management Document imaging and data capture Document and Record Management Business Process Management
ECM ARCHITECTUREON MICROSOFT
PLATFORM
Architecture overview of ECM
ECM – DOCUMENT IMAGING AND DATA
CAPTURE ON MICROSOFT PLATFORM
Description of client`s documentation processing
Centralized / Decentralized scanning Centralized recognition, correction/verification, export and archiving
GRADIENT Capture Suite modules
•GScan
•GBatchManager
•GRecognition Station
•GVerification Station
Fujitsu scanners
•fi-6230/6240
· Easy user interface localized in local languages· Batch scanning Auto Rotation, No Rescan, Auto Color, Auto delete blank pages· Low traffic through bank network (SPO – 15kB, MPO – 30kB) · possibility to update installed version automatically by remote · central settings of batches with higher priority· support VRS
GScan
• Download images from branches• Monitoring of the processing• Transfer batches to GRecognitionStation and GVerificationStation• Export images and data to GArchive and BIS
GBatchManager
GRecognitionStation• recognition Cyrillic characters• Field level character recognition security• Load balancing and fail over• Flexi Layout – non-structured forms
Recognition of different type of information:
• Easy user interface• Extremely fast character level based correction • All necessary validation controls included• Validation parameters could be changed by bank itself
GVerificationStation
Signature verification against bank SignDB
Duplicity visual control
Statistics from the processing
Controlled access – high security
ECM – DOCUMENT AND RECORD MANAGEMENT
ON MICROSOFT PLATFORM
GArchive· enterprise document and record management system· fast searching of the documents through web interface· advanced security with integrated windows authentication
GArchive – logical architecture
GArchive Web Workspace GArchive Web
Services
GArchive Application Server
GArchiveStudio
GArchive Management
Console
GArchive Repository(MS SQL 2008 or MS SQL 2005 databases, document content store)
Client API
Document Viwer Services
ShedulerServicesProject
Customization Components
OfficeIntegration
Server API
GArchive – Fail-Over and Load balancing
NLB Cluster
Content and MetadataRepository
(all in SQL database)
(node 1)
GArchive Web ServerGArchive Application Server
(node 2)
GArchive Web ServerGArchive Application Server
clientclient
MS SQL Server
GArchive – integrated document viewer
Formats Images (tiff, jpg, gif) Text formats (txt,
html,...) MS Office aplications (MS
Word, MS Excel, PowerPoint,...)
PDF (Adobe Acrobat Reader)
Document search Profile indexes (metadata) Fulltext search Quick Search Personalized search Advance Search
Dynamic folders Private Shared
Document versioning History of the access to
documents
GArchive – document search
Access rights to documents default individual
Access rights to profiles Access rights to folders
GArchive – access rights
GArchive Management Studio
PAYSCANAUTOMATED PROCESSING OF
PAYMENT DOCUMENTS
Why PayScan? Basic target – to move from the hand typing of the information
from the paper Payment order forms to automated data collection – hand typing substitution
ScanningRecognition Validation
Correction
Export to BISEl. archive
Technological stages of Automated Payment forms processing
An example of a structured forms optimized for ICR
Domestic single payment order
Domestic multiply payment order
• Payment forms printed from ERP software (SMB)
Example of a non standard Payment form
CREDITSCAN
Scanning and electronic archiving of credit, mortgage documentation
complete client credit, mortgage documentation scanned in a very short time (the speed of scanning cca 30 p/min.) at a bank branch
available immediately to a particular approval person at the central office Enables faster approval of a credit and gives guarantees its faster approval
to a client Competitive bank advantage
GRADIENT Capture Suite – re-using investments
GScan
Automated/Manual indexing Integration with BIS for customer data/product data/etc. Validation of index data
Integration with FES
GArchive and SharePoint Integration
GRADIENT Capture Suite – re-using investments
• Scanning, recognition and electronic archiving of economic documents (invoices, orders, contracts, delivery notes, etc.)
• Scanning, recognition and electronic archiving of tax forms
• Execution documents processing
BUSINESS PROCESS MANAGEMENT – K2
• K2 Blackpearl is built 100% on the Windows Workflow Foundation framework and delivers deep integration with Microsoft Office SharePoint Server (MOSS)
• This company understands the Microsoft developer mentality and priorities. K2 Blackpearl's authoring environments keep things easy (such as Smartobjects for integrating and reusing external data and Visio drawing migration); they are role-based and graphical.
• The Sourcecode (K2) ecosystem of more than 200 partners and 6,000 K2 Underground members provide a significant community of K2 Blackpearl expertise and knowledge sharing.
• Blackpearl comes with many process pattern templates for coordinating popular workflows across Microsoft Office, SharePoint, Infopath, SQL Server, Microsoft Communication Server, Microsoft Exchange Server, SAP and Microsoft CRM.
K2 IN MAGIC QUADRANT
High Level Analysis (feasibility study + consulting) Worshops with bank departments
HR Operations Risk management Retail Methodology Secretary of Board
Business process identification High level process schema and description Roadmap preparation
HL Analysis
QuickKill Retail business start support Building a Central Processing Center in PiB HQ
Scanning of documentation to new Retail products Verification/content control Central processing Electronic Archive
QuickKill
QuickKill EndState Enhancing the QuickKill solution by
Application Form automatic recognition Integration with third party systems
CRM CAS (Customer Acquisition Module) WebLogic middleware
Building regional processing centers planned in 2012 – 54 branches in 5 regional
centers
QuickKill EndState
Business Process Automation In cooperation with BMS consulting Enhancing the electronic archive by connecting
further departments and their document storage requirements Customer (physical and legal person) documentation Secretary of Board Legal department
Process automation – Arrest process – based on K2 blackpearl K2 infrastructure building Integration with GArchive
DPS3
K2 – GArchive integration - tasklist
K2 – GArchive integration – task view
Business Process Automation (cont’d) Further process automation developement 10 processes planned for delivery in 2012
document based form based
Process examples Client documentation update Legal counseling Credit approval process Account opening Board resolution approval Etc.
DPS4
Advantages of the K2 BP + GArchive + GRADIENT Capture Suite + MOSS 2010• the most modern ECM platform• easier to deploy than competitors• 13 bank references• User Interface in Russian / Ukrainian• Flexible, open architecture, easy to use development tools• Microsoft Industry Award Winner 2007,2008, 2009• IT project of the year 2010 finalist• Real ROI – reduction of 40 people from branch staff in Intesa project, 35 Raiffeisen• Minimal MD from bank staff needed
Questions and Discussion
GRADIENT SLOVAKIA, s.r.o.Košická 56
821 08 BratislavaSlovakia
Tel.: +421 (2) 555 615 17+421 (2) 555 725 32
Fax.: +421 (2) 555 760 85E-mail: [email protected]
www.gradient.sk
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смотрите на SharePoint-Channel.com
а также в группе ФейсбукSharePoint Ukraine