Evolving SharePoint: Taking It To the Next Level · 4 Vendor Partnerships ! Microsoft ! Kofax !...
-
Upload
doannguyet -
Category
Documents
-
view
220 -
download
0
Transcript of Evolving SharePoint: Taking It To the Next Level · 4 Vendor Partnerships ! Microsoft ! Kofax !...
Concerta Consulting
Evolving SharePoint: Taking It To the Next Level
2
Concerta Corporate Overview ! Who: Systems Integration Consultants ! What: Focusing on ECM - Document and Records
Management, BPM and related solutions ! When: founded in 1997 ! Where: Offices in Vancouver and Calgary
! 18 full time and contract staff located in Vancouver and Calgary ! 16 full time staff located in Calgary; projects supplemented from
other resources as required ! Supporting clients from Vancouver to Grande Prairie to Dallas to
Wyoming
! Who for: over 160 customers in Western Canada ! Microsoft SharePoint 2010 – Silver Partner
3
Solution Expertise ! Enterprise Content Management ! Oil and Gas Solutions ! Accounts Payable and Administrative Workflow ! High Volume Imaging ! Integration With Line of Business Applications ! Records Management ! Custom Development ! Business Process Management (BPM) ! Government (Municipalities; School Boards) ! Document Publishing / Content Management
4
Vendor Partnerships ! Microsoft ! Kofax ! Collabware
! OpenText ! Fujitsu
! SeeUnity ! Ultimus
! Epona ! ADP/DO ! CAD Capture
! Vizit
ECM (Document / Records Management) Document and Data Capture Records Management for SharePoint
ECM (Document / Records Management) Document Imaging Scanners
SharePoint / Legacy ECM Integration Business Process Management (BPM)
SharePoint Add-on for Legal Electronic Invoicing Engineering Drawing Management
Document Viewer for SharePoint
• Leading Integrator in Western Canada for most of our vendor partners
Concerta Consulting
SharePoint : A platform for Business-Centric Solutions
Integration between CS Explorer and Kofax Capture for Joint Venture David Smit
403 614 6617
6
Business Objectives ! To Make the Joint Venture Files available
electronically
! Give JV Representatives easy access to their files
! Better Collaboration ! JV Departments work with both internal departments (e.g. Accounting) and
external companies. ! Their job is very document-centric ! Make it easier to find and retrieve document
! Disaster Recovery
7
Business Scenario ! CS Explorer (developed by P2) used by Joint
Venture Department as their Line of Business System (LOB)
! CS Explorer manages the following types of
Contracts: ! Contracts (including JV) ! Mineral ! Surface ! Wells and Well Utilities
! JV Reps spend most of their day reviewing agreements and managing the data around their agreements in CS Explorer
8
Business Scenario ! Most of the Files the Joint Venture Reps use are filed
in a physical file room. ! JV staff need to go to the file room to retrieve the
files they need. ! Bring the files or documents back to their desks ! Do their work and then return the files ! Issues:
! Files go missing ! Files are sometimes on someone else’s desk ! JV Reps need the physical file to do their work
9
Concerta’s Solution ! A document capture solution to scan physical
documents and files. ! Ensure high quality images ! Capture the document’s metadata:
! Joint Venture File Number (assigned by CS Explorer) ! Document Date ! Joint Venture Document Type
• Agreements • Assignments • The list goes on…
! Box Number
10
Concerta’s Solution (cont.d) ! Create a searchable PDF of the documents, so
users can do full text searching in the document ! Export the files to a Document Management System
for storage and easy retrieval ! Make it really easy for Joint Venture Reps to find
and access their files right from within CS Explorer. ! Make it easy for JV Reps to either scan small
documents themselves, or to send documents to the File Room for scanning.
11
Concerta’s Technical Solution ! P2ES CS Explorer (Line of Business Application) ! Kofax
• Document Capture • Data Indexing and Validation
! SharePoint 2010 • Document Storage • Metadata Storage
! Vizit • Document Viewing • Collaboration • Comments
! Concerta CS Explorer Integration (glues everything together)
12
CS Explorer
13
Concerta CS Explorer Integration • View Electronic Files based on the CS File Number. • Add an Electronic file to the collection. Pushes the document
and metadata to SharePoint 2010. • Print a separator sheet to allow the document to be scanned
by Kofax or scanned by Kofax Front Office Server on an MFP.
14
CS Explorer Integration – Add Electronic Document • Allows for adding an electronic document to the JV file. • Document does not need to be scanned and then printed
again. • End user only needs to fill in two fields:
• Document Type and Document Date
15
CS Explorer Integration – Print Cover Sheet • Allows the user to generate a Cover Sheet to automate the
scanning of a physical document in to the JV file. • User only needs to select:
• File Number (pre-populated from the file they are on) • Document Type
16
CS Explorer Integration – Coversheet • Kofax captures the data from the Cover Sheet to automatically
file to the appropriate JV file number. • Send document and coversheet to JV File room for scanning • Scan using MFP
17
CS Explorer Integration – Coversheet • Automatic Document Separation (Barcode) • Allows for Handwriting – JV Reps has domain expertise • Constrained Handwriting • Orientation Marks • Generate Electronic versions
18
Demo Time
! CS Explorer Integration
! Add Document
! Print Scanning Cover Sheet
Kofax Front Office Server ! Capture documents straight from MFP Devices ! Ability to create a custom button called “Joint Venture” ! The user takes the Custom Separator Sheet, puts the actual
document behind it and scans it through the MFP ! Document gets processed through VRS ! Can be configured for no user intervention ! A batch gets created in Kofax
19
Kofax Capture • Scanned using a High Speed Scanner ! Automatic Separation ! VRS – Virtual Rescan
20
Document Capture Options
21
Kofax Capture (High Volume)
Front Office Server (MFP /Ad-Hoc)
VRS (Virtual Rescan)
SharePoint 2010
22
Why is this a challenging original?
Shaded Background
Dot Matrix Text
Highlighter
Coffee Cup Stain
Carbon Copy Handprint
Low Contrast Logo
23
Without VRS…
Shaded Background
Dot Matrix Text
Highlighter
Coffee Cup Stain
Low Contrast Logo
Image File Size = 135 KB
Carbon Copy Handprint
24
With VRS…
Suppressed Background minimizes file size and makes
images internet ready.
Dot Matrix Text is enhanced.
Highlighted text is readable.
Coffee Cup Stain is not interfering with bar code anymore.
Low Contrast Logo is still
visible.
Image File Size = 47 KB
Faint Handprint is automatically
enhanced.
VRS – Virtual Rescan • Works with both:
• Kofax Capture (High Volume Scanning) • Kofax Front Office Server (MFP/Ad-Hoc)
• VRS also provides: • Auto Orientation • Blank Page Deletion • Descew • Up to 80% less re-scans
25
Kofax Capture Process
26
Kofax Capture – Batch Manager
• Documents from Kofax Capture and Kofax Front Office Server end up in Batch Manager
• Ready for Validation
27
Kofax Capture – Validation • Ensures consistent metadata • Validates against CS Explorer for Valid File Number • Validates Document Type
28
29
Document Exported to SharePoint
30
Demo Time
! Kofax Capture Scanning
! VRS – Virtual Re-scan
! SharePoint 2010 Document Library
! Vizit
31
Review • We showed you our Joint Venture (JV), SharePoint 2010,
Kofax and CS Explorer Integration
• We can do these integrations with other commercial 3rd Party or in-house software.
• We can do everything you saw today in SharePoint 2013 (the next version of SharePoint)
32
Questions • Any Questions?