19 May 2012 Capture: The Missing Link in True SharePoint BPM Gia Thom – Mike Bueltmann - The first ever all green SharePoint event on earth

Foundational ECM Document Management Records Management Web Content Management Rich Media Management Document Output Management Archiving Human Centric Workflow Supplemental ECM Embrace and Extend Workloads with Partners Physical Records Management Business Process Management Transactional Content Management Scanning and Capture Archiving and Library Services

Paper Fax SMS XML Office PDF DecideUnderstand BPM ECM/RMDatabase SharePoint PortalERP/LOB/CRM What do I do with it?What is it? Extended time for sorting & on-boarding

DecideUnderstand Decide Understand Paper Fax SMS XML Office PDF SharePoint ECM/RMDatabase BPM PortalERP/LOB/CRM Social Reduced time CaptureSolution Automation – ZERO time!

ADVANTAGES OF METADATA 1.Fast Retrieval 2.Process Automation 3.Alerts 4.File Management 5.Records Management

E:/OnmyhardDrive/NotInSharePoint/GrowingEveryDay/ WhenILeaveYouWillNotFindWhatYouNeedInThisMess/ SomeOfTheInformationRelatesToContractsWorthBig$$ToOurCompany

Paper Processing – a costly exercise! Shipping Courier Costs Fax Paper / Phone Costs Copied Documents Consumables Handling of Paper Offsite Storage File CabinetsProcesses

Back Office Auto-Classify Auto-Separate ?? Auto-Extract Business Process Automation Deliver ECM Workflow ERP CRM Extract Key from image OCR OMR ICR Collect Separate Validate Structured Content Information is predictable Location of information is predictable E.g. Structured / designed forms Semi-Structured Content Information is predictable Location of information is NOT predictable E.g. Invoices

Fileshare? No Metadata No Retention Management No Workflow No Context

CONTENT MANAGEMENT AS INFRASTRUCTURE Content Repository Security e-discovery Records Management Rights Management Governance and Compliance Taxonomy

Social Tools Search Collaboration Tools CONTENT MANAGEMENT AS INFRASTRUCTUREUSER EXPERIENCE Content Repository Security e-discovery Records Management Rights Management Governance and Compliance Taxonomy

LOB Systems Workflow Composite Applications eForms Social Tools Search Collaboration Tools CONTENT MANAGEMENT AS INFRASTRUCTURE USER EXPERIENCE BUSINESS SOLUTIONS Content Repository Security e-discovery Records Management Rights Management Governance and Compliance Taxonomy HORIZONTAL SOLUTIONS INDUSTRY SOLUTIONS LOB INTEGRATION

ECM Content Types Metadata Templates Workflow Retention Content Organizer File Plan Records In-place records PPT WORD EXCEL Content Type Yes Metadata Yes Retention Yes Workflow Yes Templates

Easy on-boarding of electronic files No paper! Minimal manual information capture Optimal use of SharePoint

Thank you! Mike Bueltmann Mike Bueltmann Gia Thom Gia Thom