ecspand - Enhance your SharePoint to a true ECM Platform

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How to enhance your SharePoint to a true ECM platform using ecspand. Wheter you are earching for archiving, compliance, ERP integration or one of our ready-to-use solution (contract management, invoice processing, quality management): ecspand enriches your SharePoint to a one-stop-shop for all your document driven processes! Session at GWAVACon EMEA - October (2011-10-01)

Transcript of ecspand - Enhance your SharePoint to a true ECM Platform

ecspand Enhance your SharePoint to a true

ECM platform

Welcome

motivation

microsoft sharepoint

the idea ecspand

ecspand highlights

Overview

Enterprise Content

Management

Hmmm?

Todays

Challenges

Information

worker

„ „

Information

worker

„ „ Our work is dominated by …

Collaboration

Lack of Time

Increasing

amount of

available

information

Increasing

amount of

available

information

Paperless office …?

Paperless office …?

Transport

Filing

Editing

Source: Anderson Consulting

10%

20%

70%

20%

8%

Number of

Documents

Long Tail

Types of content

Traditional

ECM

Unmanaged Content

invoices, contracts, personnal record,

delivery notes, etc.

Managed Content

presentations, calculations, strategies, templates, profit budget, organigram, proposals, suggestions,

specifications, notes, memos, invoices, wikis, blogs, menu,

plant layout, offers, price information, press information, business plan, competition analysis, graphs, process definitions,

project documentation, external communication, …

Involved

User

Long Tail

Types of content

Traditional

ECM

Unmanaged Content

Enterprise 2.0

invoices, contracts, personnal record,

delivery notes, etc.

Managed Content

presentations, calculations, strategies, templates, profit budget, organigram, proposals, suggestions,

specifications, notes, memos, invoices, wikis, blogs, menu,

plant layout, offers, price information, press information, business plan, competition analysis, graphs, process definitions,

project documentation, external communication, …

File documents …

… und recover them!

Emails …

Emails …

… got lost and are not filed to responding offers,

contracts, …

Huge amount of

paper ….

… slow down

business processes.

Important documents

Important documents

… such as invoices and contracts are executed

too slowly.

Data Security

Legal

Regulations

The solution …

…is simple ;-)

Motivation

Time

motivation

Reduced time spent for search

Decreased operating expenses

Increased speed of process

cycles

Time is Money

Provision of

Information

motivation

Provision of Information

Has to be easy to retrieve

relevant information

Increase the quality of work

Information is a side effect of

daily work: transparency needed

motivation

Motivation – Animation 21

motivation

Motivation – Animation 21

motivation

Motivation – Animation 21

motivation

Motivation – Animation 21

Archive LOB

motivation

Motivation – Animation 21

Archive LOB

motivation

Motivation – Animation 21

motivation

Motivation – Animation 21

motivation

Motivation – Animation 21

motivation

Motivation – Animation 21

motivation

Motivation – Animation 21

motivation

Motivation – Animation 21

?

motivation

Motivation – Animation 21

Microsoft SharePoint

SharePoint connects island in your IT landscape.

microsoft sharepoint

Business- Intelligence

Business Process

and Forms

Enterprise Content

Management

Search

Portal

Collaboration

Aggregates information within one central

platform and acts as a „One-Stop-Shop“ for your

business relevant data and processes.

microsoft sharepoint

microsoft sharepoint

Business

Solutions

BI for everyone Content-

management

Teamwork

Enterprise 2.0

Collaboration

… and find

microsoft sharepoint Team Collaboration &

Social Software Enterprise Content

Management

Web Conferencing

Business Intelligence Platforms

Information Access Technology (Search)

Project & Portfolio Mgmt Unified Communications Portal Products

microsoft sharepoint Team Collaboration &

Social Software Enterprise Content

Management

Web Conferencing

Business Intelligence Platforms

Information Access Technology (Search)

Project & Portfolio Mgmt Unified Communications Portal Products

Covered with Microsoft SharePoint

microsoft sharepoint

SharePoint as multi-tool-gadget

microsoft sharepoint

The MacGyver for enterprises :-)

microsoft sharepoint

Metadata Management

Office Integration

Hierarchic Taxonomies

Metadata based Navigation

microsoft sharepoint

Office Integration

Save to SharePoint

Related Documents

Presence Information

Edit Metadata

microsoft sharepoint

Document Sets

Different Content Types

Managed like a single Document

microsoft sharepoint

Record Management

Policies

Record & Hold Status

Audit Log

microsoft sharepoint

Remote Blob Storage

SharePoint

Content Database

META

Blob Storage

Strategy:

The ecspand idea

the idea ecspand

Difference standard ECM …

Capture

Storage

Link to

SharePoint Link to ERP

DMS Server

the idea ecspand

….

… and ecspand your SharePoint

Capture

Storage

Link to ERP

DMS Server

the idea ecspand

Combining „Best of Breed“

ECM and DMS features like Document

Libraries, Check in / out, Versioning,

Office Integration, Workflow Engine,

Metadata Management, …

Graphical Workflow design, Reusable

Workflow Templates, Analysis, …

the idea ecspand

the idea ecspand

Competence Radar SharePoint

the idea ecspand

Competence Radar ecspand

the idea ecspand

ecspand your SharePoint

Consistent interface

Process driven

Integration of 3rd party applications

Rendition & Compliance

Solutions „ready to use“

SharePoint als „Single Point of Service“

Highlights

ecspand highlights

ecspand Services

ecspand highlights

Records Organizer

ecspand highlights

Document filing based

on its meta data.

ecspand highlights

By hand By hand

ecspand highlights

By hand By hand

ecspand highlights

Records Organizer

ecspand highlights

Rendition Service

ecspand highlights

Image Service

ecspand highlights

Compliance & Archiving

Audit proof archiving

Copy, move or link

Supports several compliance

platforms

Access by SharePoint

ecspand highlights

Workflow

Standard SharePoint

Workflows

Complex workflows: „ecspand

Workflow“ (Nintex OEM)

Ready to use Templates

Integration

ecspand highlights

Import Services

ecspand highlights

Integrate 3rd party applications

SharePoint as „Single Point

of Service“

Consolidated place for

knowledge management

and information retrieval

SharePoint as process

platform

ecspand highlights

Integrate existing ERP …

ecspand highlights

… into SharePoint

ecspand highlights

ERP Connector

Audit proofed archiving

Direct access to SharePoint documents

Interapplication functionalities and processes

ERP add-ons (SAP classifier, AX modules)

ecspand highlights

ecspand Sidebar

Drag & Drop upload from file system

Automatic filing and indexing

Search within SharePoint

ecspand highlights

ecspand capture

Scanning client

“Scan to SharePoint”

Integrated in process

solutions

ecspand highlights

ecspand capture

ecspand highlights

ecspand cloud capture

Client PC

Master Data

Process Solutions

ecspand highlights

Process Solutions

ecspand highlights

Contract Management

Tasks

Notes Documents

Emails

Deadlines

Annotations

Costs

Templates

Generate Archive Manage Control

ecspand highlights

Quality Management

Structured document illustration

according to ISO standards

Comfortable search for QM

documents

Support of all tasks by multilevel

work flows

Intuitive working by full office

integration

ecspand highlights

Invoice Processing

Increased efficiency

Process transparency

Integration into to ERP (SAP,

Dynamics AX/NAV, Infor)

High-quality invoice detection

Standard processes

ecspand highlights

Invoice Processing

ecspand highlights

Invoice Processing

ecspand highlights

Invoice Processing

Push invoice to SAP

ecspand highlights

Invoice Processing

Push invoice to SAP

ecspand highlights

Invoice Processing

Push invoice to SAP

Start workflow in SAP

ecspand highlights

Invoice Processing

Push invoice to SAP

Start workflow in SAP

ecspand highlights

Invoice Processing

Push invoice to SAP

Start workflow in SAP

SharePoint process

ecspand highlights

Invoice Processing

Push invoice to SAP

Start workflow in SAP

SharePoint process

ecspand highlights

Invoice Processing

Push invoice to SAP

Start workflow in SAP

SharePoint process

Store invoice in SharePoint

Conclusion

conclusion

SharePoint as Construction Kit

conclusion

SharePoint as Construction Kit

conclusion

SharePoint as Construction Kit

SharePoint is an excellent construction kit for

enterprise applications.

However: (programmatic) adaptions due to

complex requirements cause high costs and

manpower needs.

conclusion

SharePoint as Construction Kit

conclusion

SharePoint as Construction Kit

For more sophisticated solutions standard

extensions and products are needed.

conclusion

Standardisation

SharePoint, Nintex and ecspand

as proven standard products

Customizing by configuration

and without coding

Consistent use of standard

mechanisms and extensions

conclusion

Standardisation

Fast project delivery

Modular principles

Reduced (follow-up) costs

Guaranteed updates and

upgrades

conclusion

Archive

conclusion

Archive

conclusion

Archive

conclusion

Archive

conclusion

Archive

conclusion

Archive

conclusion

Archive

conclusion

Archive

conclusion

Archive

conclusion

Archive

conclusion

LOB/DB

Archive ERP

conclusion

Archive ERP

LOB/DB

conclusion

Archive ERP

LOB/DB

conclusion

conclusion

conclusion

Questions?