1 / 29

Dean Misenhimer Sr. Director, Product Marketing Mike Alsup Sr. Vice President, Gimmal

Increasing the Value of SharePoint with Smart Capture Solutions. Dean Misenhimer Sr. Director, Product Marketing Mike Alsup Sr. Vice President, Gimmal. Looking Back . Just 2 short years ago… Kofax Capture Basic Export Connector for SharePoint 2007 and 2010

luke
Download Presentation

Dean Misenhimer Sr. Director, Product Marketing Mike Alsup Sr. Vice President, Gimmal

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Increasing the Value of SharePoint with Smart Capture Solutions Dean Misenhimer Sr. Director, Product Marketing Mike Alsup Sr. Vice President, Gimmal

  2. Looking Back • Just 2 short years ago… • Kofax Capture • Basic Export Connector for SharePoint 2007 and 2010 • No advanced data type support, limited library support, security limitations • Kofax Express • Different integration than Kofax Capture • Kofax Communication Server • Integration to Exchange

  3. Where We Are Today • Capture and deliver all information types into Microsoft SharePoint and Office 365 • Manage and automate case managementand end to end business processes in SharePoint • Extend capabilities of Dynamics CRM to support BPM and Dynamic Case Management solutions • Integrated email, fax, and SMS/MMS management for Microsoft Exchange and Outlook • BPM & Case Management cloud computing services leveraging Windows Azure • Use Lync communication capabilities for process and case management • Mobile platform support via HTML5 • Leverage Microsoft developer tools

  4. A Short Survey • How many of you are on: • SharePoint 2007 • SharePoint 2010 • Do you plan on migrating to SharePoint 2013 in the next 12 months?

  5. Capture Products

  6. Kofax Capture • First direct integration to SharePoint from Kofax Capture UI • Introduced in the 10.0.1 release • Lookups in Kofax Capture from SharePoint • External Field Types • Database Validation • SharePoint run-time validation

  7. Lookups from SharePoint • SharePoint lists and special column types can be used to validate and populate KC fields • Supported columns: • Managed Metadata • Enterprise Keywords • Lookup • Choice • Text • Numeric

  8. External Field Types • Create a new field type from an external source • New option available via the context menu on Field Types tab or the ribbon bar • After successful authentication, the user is presented with a tree view of the site, allowing selection of a column from a site or a list • External Field types have a different icon to distinguish them from ‘standard’ field types

  9. Validation/ Runtime • External field types are validated against data source at runtime • Fields linked to SharePoint will be displayed in validation as a textbox or a dropdown • If a field fails validation, then the operator will be presented with a window that displays the textbox with auto-complete functionality • Type ahead and multiple values are supported

  10. Setup Database Validation from SharePoint • Populate document fields from a SharePoint list • “SharePoint List” added as a database type in the database validation properties

  11. Kofax Front Office Server • New architecture for dynamic convenience scanning • Supports SharePoint 2010, 2007 & Office 365 • Visual browse folder destinations • Simplifies scan processes that do not require capture rules • One product, two scanning options • Dynamic ad-hoc scanning • Integrated Touchless Processing

  12. Kofax Express • Production batch scanning • Feature rich – highly capable • “Easy enough for beginners, powerful enough for pros!” • Low to high volume • Scalable for growth • Scan to any back end • Microsoft SharePoint • Scan to Kofax Capture • Export API • Now uses the same export connector as Kofax Capture!

  13. Export Connector for SharePoint 8.3

  14. Dynamic Sub-Site Mapping • UI to select root destination • Fixed destination: select destination via the browse dialogue • Dynamic Destination: Specify the sub-site, library, and folder • Kofax Capture value and SharePoint Column field mapping • Support for Managed Metadata, Enterprise Keywords, and Lookup columns • Applies to both Document and Folder/ Document Set columns

  15. Multiple Values • Columns with multiple values are supported • Configure Managed Metadata column in SharePoint to allow multiple values • Table Fields can also be mapped if delimiter is set to semicolon • Connector takes advantage of additional data to improve performance and avoid ambiguity • Prevents multiple matches when SharePoint validation is used

  16. More Flexible Security • Configure alternate user to access SharePoint during runtime • “Select Runtime User” opens the login window to specify alternate credentials • Minimum access right of “Contribute” required for fixed destination • Dynamic Destination requires either “Design” or “Full Access”

  17. Gimmal

  18. Gimmal is a SharePoint Solutions Company We extend the market-leading enterprise platforms with best-in-class information governance, compliance and business application software and services ERP-Link Suite Content Archiving and Collaborative SharePoint - SAP Applications www.gimmal.com Information Governance Suite Content Consistency and Lifecycle control Compliance Suite and Unified Records Management For Electronic and Physical

  19. Information Management 2.0 • Leverage viral adoption of SharePoint to connect with Knowledge Workers • Transparent participation in a compliant Information Management System • All content is managed from a lifecycle, compliance and legal/tax/audit hold perspective • End reliance on end users choosing to follow policy and compliance rules • Improve SharePoint system/infrastructure performance to support worldwide (outside US) access to information • Lines of Business collaborate with IT to define the rules and ongoing review process based on Content Types • There are 4 key elements of IM 2.0 • Information lifecycle • Content Types • Metadata inheritance • Consistency in user experience

  20. SharePoint Framework File Plan / Retention Schedule Information Lifecycle Information Lifecycle • File Plan • Retention Schedule • Legal Citations • Legal Holds MSFT Record Center • Content Types • Information Policy • Site Templates • Document Templates Term Store / Content Hub Top Level Portal Site Provisioning • Lifecycle • Taxonomy • SP Features • XML Config. • Navigation • Search • Security Team Sites MySites

  21. SharePoint Content Governance Model Sub site I Site I Web Part III Web Part I Web Part IV Web Part VI Web Part I Web Part I Web Part I Sub site II Site III Site IV Site II Site I Site I Site IV Site II Site II Site VI Site I Web Part IV Web Part II Web Part V Site I Site III Site II G&G Site Collection OP’s Site Collection HR Site Collection Finance. AP Site Business Functions Projects/Communities • Identify Required Components • Site Templates • Lists and Libraries • Content Types • Processes • Web Parts • Custom Functions • Define Direction and Phasing • Team Site Templates Implemented • Local Processes & Content Types • Department or Team Administration • Content Types & Routing Rules • Managed Metadata / Term Store • Information Lifecycle Governance • Administration & Site Provisioning • Technical Architecture • Base SharePoint Configuration • SQL Server / .NET / RBS • Hardware / Storage/ Networks Establish Governance Roadmap Drilling Community Site Collection Gulf of Mexico Site Collection SharePoint Content Governance Infrastructure SharePoint Technical Infrastructure

  22. Information Lifecycle Governance SharePoint Records Center or 3rd Party Repository of Record Metadata & Rule Inheritance Content Organizer Drop Zones SAP Oracle, Dynamics & EMC, IBM, OTEX, Accutrac, Etc. Contracts Site File Plan Builder Expense Site HR Site Sales Order Site Purchasing Document Site Finance. AP Site SharePoint Library Router Scan ICR Email Capture Portal Capture: Kofax Microsoft Smart Phone Drop Zones Etc. File Shares: Assess Migrate Govern Smart Phone EDI SharePoint Content Governance Infrastructure File Shares SharePoint Technical Infrastructure

  23. Customer Example: Transactional ECM & ILM for Certain Content that Extends to Include Records Management Dutch Pilotage Guild Quasi Government Operation; Runs SAP & SharePoint Business Process to be Supported: • Receive Invoices from Pilots (100K per year) • Invoice must also be supported by a signed Pilot Certificate (by ships captain and pilot) • Validate and Pay Invoices from Pilots in SAP • Generate Invoices to Ship Owner Dutch Government regulations dictate special procedures for handling the Certificates, must maintain a digital copy through the lifecycle At a point in the lifecycle, must be moved into “hardened digital records archive” Competition Open Text vs. Gimmal/ Kofax/ Next View • 40 SAP Consultants, SAP-MS projects for 6 years, DUET Experts

  24. How Implemented? • Phase 1: • ERP-Link with auto.indexing for ECM • Scan via Kofax Capture with Kofax SAP Connector • Phase 2: Portal submission of Pilot Certificates • Phase 3: ILM with Compliance Suite - Current Approach • SAP sets and manages the retention period • SAP event (retention period expiration) will be received by ERP-Link and passed to SharePoint event receiver • Background WF will fire that picks up PC, drops it into a temp folder with ERP-Link Scan-link; which will perform SAP ArchiveLink load to the new Compliance Suite Repository in SharePoint • SAP ILM via ADK Object will eventually archive both SAP data and the PC (in batches of hundreds) into a different SharePoint Repository – until Dutch law says everything can be destroyed

  25. Kiewit Implementation • Kiewit • Implemented with new SAP System Rollout, they had 200 entities on multiple ERP’s and consolidated into this one SAP system. • Decided to Implement ECM under SAP from start • SharePoint was already enterprise deployed across 3,000+ users • SAP ECC 6.0 System has ~ 1000 users • Project spanned 11/11 thru 8/12 • Solution Components • SharePoint 2010 Enterprise • Kofax for Capture – Verbella Kofax Implementation Partner • Norikkon AP Automation Solution Vendor • Gimmal ERP-Link with Auto.index, Scan.link, APAY.link

  26. Business Applications • SAP Business Areas supported: • Accounts Payable using APAY Center from Norikkon • 1,000,000 invoices per year, average 4 pages and 160KB in size • Doc Types = invoices, credit/debit notes, advance payment claims • Retention set to forever, will change to 7 years when they do a SAP data archive set-up • APAY Link is being used for SharePoint viewers to search • Kofax Transformation Module utilized for automated document classification, document separation and data extraction • Use Kofax SAP Connector (RFC based) • 8 AP workflows, all in-side SAP Other Areas Implemented with Kofax Capture if required; • Payment Requisitions • CRM (opportunity and business activity) • Plant Maintenance/Equipment • Incident Mgmt. • Accounting & Finance (Sales Orders, FI Documents, Asset Mgmt.)

  27. Gimmal Software Products GimmalSoft Information Governance Suite GimmalSoft Compliance Suite ERP-Link iNet.DM GimmalSoft Unified Records Management

  28. Questions? ? ? ? ? ? ? ? ?

  29. For further information, please contact: Dean Misenhimer Sr. Director, Product Marketing Email: dean.misenhimer@Kofax.com

More Related