1. 19 May 2012 Capture: The Missing Link in True SharePoint BPM Gia Thom – Intervate @NostalGia_T Mike Bueltmann - KnowledgeLake @mikebueltmann The first ever all green SharePoint event on earth

3. Foundational ECM Document Management Records Management Web Content Management Rich Media Management Document Output Management Email 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

4. Paper Fax Email 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

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

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

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

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

16. 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

19. Fileshare? No Metadata No Retention Management No Workflow No Context

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

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

22. 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

23. 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

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

26. Thank you! Mike Bueltmann mike.bueltmann@knowledgelake.com@mikebueltmann Mike Bueltmann mike.bueltmann@knowledgelake.com@mikebueltmann Gia Thom giat@intervate.com@NostalGia_T Gia Thom giat@intervate.com@NostalGia_T