Extending native SharePoint functionality to enhance end-user document capture, categorisation and retrieval (Translation: getting paper and electronic documents into SharePoint more easily AND effectively) KnowledgeLake & Microsoft SharePoint (WSS and MOSS)

Agenda Introductions – Me, Clayko and KnowledgeLake Why you should be interested! Brief overview of the KnowledgeLake suite Demonstration Q & A

Phil Duffy – SharePoint Architect (5 years) – SharePoint User (4 intranets and counting…) – Intranet Analyst and Architect for 12 years (30+ intranets…) – Worked with SharePoint in UK, Canada, US and Australia – many scenarios that end up with the same problems Clayko Group – Document Imaging & Capture specialists – over 12 years experience – Headquarters in Perth(Cottesloe) with an office in Sydney – KnowledgeLake partner for Australia and NZ KnowledgeLake – Managed Gold Certified ISV and Member Partner Advisory Council – Founded in 1999 and Headquartered in St. Louis, USA – Document Imaging & Capture only for Microsoft SharePoint Who’s who

Addressing real-world problems? Document Scanning and Imaging – completing the ECM stack –“Now I’ve got this great intranet/document management system built on SharePoint. I need to get all my historical paper documents into an electronic format and into the same managed environment.” Enhancing the end-user experience (the drivers of your system) –Adding and updating documents easily and intelligently( who hasn’t tried to avoid entering metadata! ) –Finding (not Searching) relevant documents easily –Reduces training requirements

Don’t believe me, believe Gartner! Gartner’s - Magic Quadrant for Enterprise Content Management report microsoft/vol6/article3/article3.htmlhttp://mediaproducts.gartner.com/reprints/ microsoft/vol6/article3/article3.html - 23 September 2008 Gartner’s - Magic Quadrant for Enterprise Content Management report microsoft/vol6/article3/article3.htmlhttp://mediaproducts.gartner.com/reprints/ microsoft/vol6/article3/article3.html - 23 September 2008 Gartner defines today's ECM suites as encompassing the following core components: Document management, Document-centric collaboration, Workflow, Records Management, Web content management Document imaging (scanning) for capturing, transforming and managing images of paper documents....or Fujitsu KnowledgeLake Integrates SharePoint ECM Software Across Entire Fujitsu Document Imaging Scanner Line KnowledgeLake Integrates SharePoint ECM Software Across Entire Fujitsu Document Imaging Scanner Line – reuters article, March 2009

Re-use your SharePoint effort Inherits permissions and access rights from SharePoint groups Document Class –Uses SharePoint Content types to control ALL document loading –Extends functionality with DB lookup and validation ( MS SQL, OLEDB, ODBC, Oracle ) Extends existing document libraries using folders for large volume management (hidden in views) * (Does not mean you can forget about SharePoint best practice for Site Collections and Databases) * Scaling SharePoint® 2007: Storage Architecture Whitepaper -

Client / Desktop Server KnowledgeLake Product Suite

KnowledgeLake Functionality

Major Benefits of Desktop Products Capture –Scan, View, Edit and Index in one or multiple stages –Release (targeted) Directly to SharePoint Process with Capture Server - save to SharePoint Connect –Save and Index – directly to SharePoint (or Capture Server) –Batch indexing – low volume –LOB integration (Connect 4.0 – just being released in the US and we will be supporting it from October onwards)

Major Benefits of Server Products Imaging Server –Targeted and User Directed Search without development –AJAX based Viewer extends the MS Client stack (same look and feel) Browser based (reduces desktop reliance) Annotations(replace add-hoc notes written on paper) SharePoint Workflow integration –Fully documented SDK available Capture Server –Batch processing based on pre-defined rules –Process automation with audit trail and manual intervention if required –Apply same rules across all ECM

Demonstration

Q & A... Two take-away points:  End-user experience  Completing the ECM stack with Document Imaging (scanning)

Phil Duffy SharePoint Architect Clayko Group Tel:(08) Mobile: Contact Details