SharePoint RoundtableKirk Egge – Maine Community Bancorp (Mechanics Savings and Biddeford Savings)Adam Mumm – Kennebunk Savings BankJean Haskell – Systems Engineering

USING SHAREPOINT TO SOLVE BANKING CHALLENGES

Bank Expo

2017

Basic Costs

Product Cost

SharePoint Foundation Included with

Windows CALs

SharePoint Server $6300\server

SharePoint Standard CALs $113\CAL

SharePoint Enterprise CALs $100\CAL

SharePoint Online – 3 different plans $5-$20\user per

month

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I would recommend a separate SQL server for a production SharePoint environment

If you want Enterprise features you must buy a Standard license and an Enterprise license

The Generic Why Use SharePoint Slide

It is a web platform that can used from anywhere

You use all the other Microsoft products so why not one more

Easy Collaboration with a geographically diverse workforce

It is an easy to setup Intranet (and can work as an Extranet)

It is a document management system with a powerful

search engine

Social engagement with your staff

Powerful Business Intelligence features help your bank

quickly analyze data and make data driven decisions

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A Few Use Scenarios on When

to Use SharePoint

You have an Excel spreadsheet that many people need to view and edit and you generate board reports from it (think tracking documents)

You have documents that require an approval process that can later be audited

You are physically passing documents around for a signature approval or currently using the “dreaded” print and scan method (i.e. how to drive IT nuts)

You would like select individuals to be able to work with content and individual sites or web parts of a page without emailing someone else the content changes

You have a team of people collaborating for a project and using email to pass documents. Team members Reply All on everything.

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What We Have Done That

Works Well for Us

Risk and Audit Tracking

Vendor and Application Management (includes invoice approval)

Project Planning and Implementation

Incident Reporting

Time Off requests and Tracking

IT Checklists

Expense submission and approvals

New User and Terminated User Change Forms (includes AD account creation built-in to workflow)

Commercial Lending opportunity, loan, and cash management tracking

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More…

All Committees

Department Sites

Policies

Reporting Library

ODP Notifications and Decisioning

FISERV Daily SCM Maintenance Report Approval

Training Tracking and Transcripts

Board Portal

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Policies – Publishing Library

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Composite List and Library App

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InfoPath Form with Logic

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Board Documents - iPad

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Approval Tasks

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Task Auditing

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InfoPath ChecklistCentral Doc Repository

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Suggestions

• Make your first SharePoint list from an Excel Spreadsheet that is widely used and shared throughout the company

• Make a plan for document governance that includes Content Types and possibly Document Types before any documents are added

• Don’t move a shared drive of documents into SharePoint

• Make a plan for user training, discuss Views again and again…repeat

• Use SQL reporting services reports that generate pretty reports on an scheduled basis from your lists; remember the end goal of data driven decisions

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How to get started?

Download SharePoint Foundations and play with it

Use a SharePoint Foundations site as a Department site off of your

current Intranet site

Download 180 day SharePoint trial from Microsoft and play with it or

sign up for SharePoint online

Take a SharePoint user class then Admin class

Start experimenting with SharePoint Designer and workflows on your

test site

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Kirk Egge

kegge@mechanicssavings.com

Any Questions

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