DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

SOP Management and Search – MOSS 2007 BASED SOLUTION

Presented by:Convergent Technologies

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

UNDERSTANDING OF BUSINESSES

INTELLIGENT DOCUMENT SEARCH REQUIREMENT OUTLINE

OUR SOLUTION

PRESENTATION OUTLINE

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

UNDERSTAND OF ORGANISATION STRUCTURE

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

SOP APPROVAL AND PUBLISHING WORKFLOW

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

PROBLEMS: SOPs are not properly Searchable Search Results show list of documents, but doesn’t highlight the Search Text within

the documents, making it difficult to search for right information within a document Takes many minutes to go through each SOP Current SOP Knowledge Base is Scattered across COEs, Businesses and Processes Documents lying as Images, and so Searching is not possible

SOLUTION: Full-fledged SOP management system for managing SOP creation, version control,

SOP lifecycle management, intelligent search and retrieve functionality, reporting and MIS.

Make Documents of following Types searchable: DOC, PDF, TIFF, PPT, XLS Single Platform for all SOPs Process Users to see only their Process-specific SOPs Ensuring Data Integrity Content Highlighting

BUSINESS PROBLEM

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

REDUCE SEARCH TIME (INCLUDING SEARCH AND FIND WITHIN DOCUMENTS) TO SECONDS FROM MINUTES

MAKE FILES OF ALL KINDS (WORD/EXCEL/POWERPOINTS DOCUMENTS, ADOBE PDF AND TIFF IMAGES) SEARCHABLE, ALONG WITH HIGHLIGHTING OF SEARCH TEXT WITHIN THE DOCUMENTS

OTHER KEY ASPECTS: SOP creation: Existing SOP in MS word (digital as well as hard copy) to be

digitized. Document will be added with Meta tags, search keywords and finally uploaded into the system.

Version control and SOP lifecycle management Intelligent search and retrieve functionality Reporting/MIS Top Searches and Frequently Asked Queries “No Results” Searches tracked so that appropriate documents/information can

be published for future queries Mobile device compatibility – A Customized Search Page to be device sensitive

and should be able to deliver the content on a Mobile Phone Discussion Forum and User Generated Content for Processes (Ask an

Expert/Process Trainer)

OUR SOLUTION

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

BUILDING BLOCKS Single Sign-On

(with AD Authentication) Document Approval Chain Document Versioning and

Version Control Scanned Documents in

TIFF or PDF Out-of-box Reports and

Ad-hoc Reports on Demand

OUR SOLUTION

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

SCENARIO GENPACT > BFSI > AON > CLOSURES + ENQUIRIES Users (Password genpact@123)

AON Vikrant Kapur > vikrant.creator Amadeep Kaur > amandeep.quality Ruchi Narang > ruchi.publisher Gautam Malik > gautam.ar.agent Lokesh Mahajan > lokesh.ap.agent

Wells Fargo User Pradipta

DEMO DETAILS

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

ACCESS-BASED VIEWS OF SITE AND DOCUMENTS SOPS MAPPED WITH RESPECTIVE PROCESSES KEYWORDS

Keyword Definition Best Bets Synonyms (Phrases/Acronyms)

DOCUMENT CREATION PROCESS Multiple Templates Possible for each Process Meta Tag Panel on top of each Document:

COE Business Process Key Words Title Creation Date Modified Date Version No.

DEMO DETAILS

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

SEARCH Smaller Search Scopes defined (Process-wise) to enable more refined Search Search by Synonyms Duplicate Searches Top 10 Searches Related Queries Auto Suggest (in Search Box) Author, Language, Document Type Highlighting of Text within PDF (when you open the Document)

SEARCH RESULTS REPORT Zero Search Top Queries over last 30 days Top Destination Pages/Documents Most Clicked Best Bets Queries with Zero Best Bets Queries with Low Click-through

DEMO DETAILS

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

SHOWN ON SEARCH RESULTS PAGE AGAINST EACH SEARCH RESULT: THUMBNAILS/BROAD PROCESS MAP MUST-DO ADDITIONAL INFORMATION

DOCUMENTS, CONTENT AND SEARCH IN MULTIPLE INDIAN LANGUAGES

TYPING IN INDIAN LANGUAGE USING NATURAL LANGUAGE TRANSLATORS

BEYOND THE DEMO

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

HOME PAGE

SOME SCREENSHOTS

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

DOCUMENT CENTRE (PROCESS FOLDERS)

SOME SCREENSHOTS

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

DOCUMENT CREATION

SOME SCREENSHOTS

Document Meta Tags

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

KEYWORD CREATION

SOME SCREENSHOTS

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

SEARCH RESULTS PAGE

SOME SCREENSHOTS

Auto-suggest

Best Bets

Search Results

Related Queries

Top 10 Queries

Document Creator-wise

Based on Date

Language-based

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

SEARCH RESULTS REPORT: TOP QUERIES

SOME SCREENSHOTS

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

SEARCH RESULTS REPORT: TOP DESTINATION; ZERO QUERIES

SOME SCREENSHOTS

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

SEARCH RESULTS REPORT: MOST CLICKED BEST BETS; ZERO BEST BET AND QUERIES WITH LOW CLICK THROUGHS

SOME SCREENSHOTS

DMS and Search for SOP at Genpact | Presented by NIPE | 14th July 2010

CONTACT INFORMATION

CONVERGENT TECHNOLOGIES

http://www.convergenttec.com

Contact: Sujit Panigrahi

Thank you for your Interest. Our team is excited to work with you and help you in enhancing your business value