sharepoint - commprog.com€¦ · sharepoint positioned in upper-right in gartner magic quadrant...
TRANSCRIPT
Microsoft SharePoint THE PLATFORM ENTERPRISES NEED
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
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Purpose of the Presentation
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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.
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
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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 2010
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
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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!
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Introduction to SharePoint
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SharePoint as DMS
Outdated methods of Document Management
Capture and Store Data with SharePoint
Information Management Policies
Document Lifecycle
Demonstration
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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 (e-mail attachment, shared drive) these methods are not centralized, difficult to standardize, take up space and confuse users.
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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
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SharePoint Document Library
Version History, Check In/Out, Publish, Approvals, Alerts…
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Compare two versions in MS Word
SharePoint Document Library
Document Version History
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SharePoint Document Generator
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!
Choose the document you would like to create
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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
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Do
cum
ent
Life
cycl
e Do
cum
ent Lifecycle
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Workflows – Bank Document lifecycle
Ap
pro
val
Val
idit
y st
art
Val
idit
y en
d
Pre
par
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n
Req
uest fo
r chan
ge Draft
Final reading
Active
Archived
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Specialized search (Bank Products & Services documents)
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SharePoint as ECM
Enterprise Content Management
How ECM maps to SharePoint
SharePoint Search
Metadata
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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.”
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How ECM maps to SharePoint!
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SharePoint Search
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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!
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…
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Metadata search refiners
Full-text search results 24
SharePoint for Workflows
Complex and Cross Departmental Business Processes
SharePoint eMeetings
E-Meetings Workflows
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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….
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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
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eMeetings Workflow
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SharePoint for Project Management
Microsoft Stack for Enterprise Project Management
Impressive Workflows
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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?
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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
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Impressive Workflow which automates Project Management methodology in Telekom Slovenia
• Project Server • SharePoint • Workflow • Document Generator • Check Lists • All project information • Notifications
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Business Intelligence Reporting
Project Server Demo
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SharePoint for Reporting and BI
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…
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Resource project utilization dashboard
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The Project Portfolio
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Resources BI report: Capacity, Plan & Availability
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Resources BI report: Project, Cost Center, Value
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Resources BI report: Project, Cost Center, Labor Costs
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Portal Foundations
Evolution trends
New content management approach
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SharePoint as Social and Collaboration Platform
Portal Foundations
Content, Structure & Design
Security Policy
Content Management
Process (approval driven & policing
process)
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Evolution trends
Internet of Things (IoT) & Machine-To-Machine (M2M)
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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
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Access point to all information,
applications,
documents,
business processes…
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SharePoint as Single Access point
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Modern Intranet and unified platform also for Extranet and Internet
Intranet 2.0
Organization portals
News portals
Collaboration portals
My sites and user profiles
Project portals Corporate
portals
Community portals
Product portals
Blog portals
Global navigation
Portal navigation to Business Units, Products and other info…
Useful applications, sites, links…
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Akrapovič product catalog & shopping information
PIM information
CRM information
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Akrapovič News portal
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Business Card Ordering
Scheduling of Maintenance Work
E-Learning Knowledge Base
Organizational Structure/PhoneBook/ Picture Gallery
Resource Booking (Vehicles, Meeting Rooms etc)
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SharePoint as a platform for Killer-Apps
Business card ordering
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Scheduling of maintenance services
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Learning, Library and YouTube TV
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Organizational structure
Picture gallery
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Booking of company‘s vehicles
Booking of sport facilities
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Thank You!