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The Future of Document Imaging
 KnowledgeLake & Microsoft SharePoint
        Product Suite Overview
KnowledgeLake Product Suite
Client / Desktop     Server
KnowledgeLake Functionality
KnowedgeLake: Proven Pedigree
Imaging Server 2007 Components
                       Index
Scan




Search                         View




Print
                               Export
              Import
KnowledgeLake Imaging Index
                                                          What does it do?
                                           •   Configuration of meta data search forms
                                           •   Configurable hit list
                                           •   Save the search forms & apply to any SP web page
                                           •   Secure the searches
                                           •   Boolean Logic based searches



                                                        Why should I use it?
                                           •   Search content based on metadata values
                                           •   Create searches on value combination users want
                                           •   Clean & easy to understand results set
                                           •   Secure searching based on meta data values
            Key Benefits
•   KnowledgeLake ECM Experience
•                                                     What is the alternative?
    User Productivity & satisfaction
•                                          •
    OOTB vendor supported product              Use MS OOTB search and results set
•                                          •
    Speed of deployment                        Users have to build their own search each time
•                                          •
    Easier & quicker for users to search       Create custom search application
KnowledgeLake Imaging Search
Common Index Entry Form
                                        Index
                                     Validations
                                                                         What does it do?
                                                        •  Centrally configure Index validations to external DBs
                                                        •  Common index entry/validation for scan/e docs
                                                        •
                                    LOB Systems
                                     LOB Systems
                                                           Auto-index population & expose controlled value list
                                                        to users

                                            Databases
                                                        • Consolidate Site/Site Collection/Library/Content type
                                                        into a single easy to understand level – Document
                                                        Class



                                                                      Why should I use it?
                                        ERP
                                        ERP


                                                        •   Provide central index value administration
                                                        •
            Key Benefits                                    Control metadata values
                                                        •   Collapse the SP Taxonomy for user productivity.
  • KnowledgeLake ECM Experience.
  • Speed of deployment.
  • User Productivity and satisfaction                              What is the alternative?
  • OOTB vendor supported product.
                                                        •
  • Central administration of index entry                   Customize it yourself
                                                        •   Users free form metadata entry
  from all content entry points & external DB
                                                        •   Users keyboard every metadata value
  connects
KnowledgeLake Imaging Viewer

                                                      What does it do?
                                       •   Browser based Tiff Image Viewer
                                       •   Annotate documents
                                       •   Edit Properties
                                       •   Participate in Office Workflow



                                                   Why should I use it?
                                       •   Browser based
                                       •   Full featured viewer
          Key Benefits
• KnowledgeLake ECM Experience
• User Productivity and satisfaction
• OOTB vendor supported product                  What is the alternative?
• Browser based                        •   Use MODI
• Edit properties                      •   Use another third party
• No desktop administration            •   Write your own
KnowledgeLake Capture 2007
                                                         What does it do?
                                          •   Batch scanning and Indexing
                                          •   TWAIN, ISIS or Kofax drivers
                                          •   Barcode Recognition and Zonal OCR
                                          •   SharePoint taxonomy aware
                                          •   Auto-scales SharePoint
                                          •   Auto Indexing and validation with KL Index


                                                       Why should I use it?
                                          •   OOTB scanning application for SharePoint
                                          •   Support for desktop to production scanners
                                          •   Single code base for config, scan and Index
           Key Benefits                   •   Plug-in technology and SDK
•   OOTB vendor supported application
•                                                    What is the alternative?
    Scales SharePoint
•                                         •
    Speed of deployment                       Use existing custom scan software
•                                         •
    KnowledgeLake experience                  Use highly complex/expensive legacy software
•                                         •
    Quick to deploy and easy to support       Develop your own
•                                         •
    Single code base for enterprise           Risk scalability and performance
•   Front-end multiple repositories
KnowledgeLake Capture Server 2007
                                                             What does it do?
                                            •   Central Batch Management & Image/Index Cache
                                            •   Schedule/Throttle Image batch releases to SharePoint
                                            •   Watch Folders for MFP Scans with Web Indexing
                                            •   Serial Capture Workflow Configuration
                                            •   Plug-in Technology and SDK


                                                           Why should I use it?
                                            • Central Management of all scanning/indexing functions
                                            •   Monitor scanning processes
                                            •   Central administration of batch functions (rendering)
                                            •   Control the timing of releases to SharePoint
                                            •   Provide facility for scan to SharePoint with MFP’s
            Key Benefits
•                                                        What is the alternative?
    OOTB Integration to SharePoint
•                                           •
    OOTB vendor supported application
                                                Use MFP Scanning to SP Software
•                                           •
    Manage, monitor & control batches
                                                Custom application
•                                           •
    Scale SharePoint within MS guidelines
                                                Flood SharePoint with random scanning
•                                           •
    Plug-in based for your custom steps
                                                Risk scalability and SP performance
•   Single product to support MFP’s
KnowledgeLake Connect 2007
                                                       What does it do?
                                       •   Save/Index directly from desktop applications
                                       •   Save messages from Outlook
                                       •   Automatic Indexing with KL Index
                                       •   Send to SharePoint from Windows Explorer
                                       •   Directly Save Edits back to SP



                                                     Why should I use it?
                                       • Saves user multiple clicks to save content
                                       • Validated and controlled index values
                                       • User productivity


                                                   What is the alternative?
                                       •   Users make multiple clicks to up load content
           Key Benefits                •   Users free form index values
•                                      •
    User Productivity                      Users must re-upload edits
•   User Satisfaction
•   Valid and compliant index values
KnowledgeLake ECM Migration Utility
                                                                           What does it do?
                                                         •  Facilitates the orderly migration of documents & indexes
                                                         from legacy eDMS & imaging platforms to SharePoint
                                                         • Leverages KL Capture Server Plug-in Technology & step
                                                         processors
                                                         • Leverages Capture Server SharePoint Scalability
                                                         • Detailed migration audit trail for migrated documents
     Migration Monitor              Proven Process

                                                         • Provides facility to scrub data & transform file type
          Document and Index Migration
                                                         • Configurable mapping into SP Taxonomy

                                                                         Why should I use it?
                                                         •
    Legacy ECM               Microsoft SharePoint 2007
                                                             Speed & accuracy of migration
      Platform                     MOSS 2007
                                                         •   Documented audit trail for compliance requirements
                                                         •
                 Key Benefits                                Quick to install, configure & customize
                                                         •   Proven in over 25 content migrations to SharePoint
•                                                        •
   Already developed therefore the speed                     Scales SharePoint within MS folder volume limitations
                                                         •
of migration will save you money vs. in-                     Leverage KnowledgeLake Expertise and knowledge
house dev/testing
• Migration utility is proven
• KnowledgeLake experience in migration                                What is the alternative?
                                                         •
to SharePoint                                                Develop your own migration utility.
• SharePoint will scale orderly thus                     •   Migrate content without regard for scalability & performance
                                                         •
maximizing system performance                                Risk missing your migration deadline
Barcode Recognition


Auto-fills Indexes




                        Existing Customer
                     Business System and
                      Customer Database
What does it do?

                     • Saves to WSS 3.0 & MOSS 2007
                     • Office 2007 Look and Feel
Production Capture
                     • Leverages Content Types
                     • Web Indexing
                     • Centralized Index Configuration
 Desktop Capture
                     • Auto Indexing via
                     ODBC, barcode, zonal OCR
                     • Advanced Image Processing
Enterprise Capture
                     • TWAIN, ISIS, Kofax & WIA
     Services
                      compatible
                     • Kofax VRS compatible
                     • Web Service or FPRPC release
                     • No “Click” based Licensing
Key Benefits
•   Ease of Configuration
•   Modular Set-up
•   Flexible
•   Integrated with SharePoint
KnowledgeLake System Architecture
KnowledgeLake Imaging 2008

                      KnowledgeLake Search
               •   Extends native SharePoint searching
                   capability for Document Imaging
               •   Cross site-collection / cross site / cross
                   library meta-data search component
               •   Smart technology auto-configures web part
                   into any SharePoint document library
               •   Secured Search Pages
               •   Customizable Search Results

                      Batch Import/export Web
                              Service
               •   Fully documented web service for importing
                   and exporting documents
               •   Pre-built Conversion utilities for FileNet and
                   Other Legacy Imaging Systems
               •   Multithreaded, highly-scalable import tool
KnowledgeLake Imaging Search


                                 Query Gallery




Build & Save Searches
KnowledgeLake Imaging Search

                                Saved Search Form
                                Web Part




                            `




Configurable Results List
KnowledgeLake Imaging 2008

AJAX-based Image Viewer
 • Viewing
 • Annotations
 • Redactions
 • Thumbnails
 • Indexing
 • WinWF integration
 • Bookmark pages                 `

 Zero Foot Print – No Plug-ins

 Familiar Office 2007- user
 interface

 Fully documented SDK

 Robust annotation capabilities
Office Workflow Integration

                 Built-in integration with Office
                 Workflow directly within the
                 Image Viewer

                 Allows users to edit workflows
                 without going back to the
                 SharePoint site
             `
                 Users can view all workflows
                 assigned
Enterprise Indexing
                                 Common Index          Index Validations
                                  Entry Form
         Scanner or
    Multi-function device
                                                         LOB Systems
                                                         LOB Systems




      Office documents
           & emails


                                                            ERP
                                                            ERP
                                     Internet/
                                      WAN

                                                      Common Index Entry
                                                 •   One-Time-Set-up
                                                 •   Central Administration
                                                 •   Configure and Admin. in SharePoint
                                                 •   Index Look-ups, Validation and Auto
        SharePoint
                                                     Population
    Up Load Documents
•
                                                 •   Enforce Index Policy, Procedure and
    Save/Save As
•
                                  SharePoint
    Edit Properties                                  Compliance
•
Enterprise Printing Interoperability
           Network Printing
•   Allows any printer accessible via the
    network to be selected and configured
•   Permissions limit which users can see
    which printers
•   Applications implementing Network
    Printing can print without having to build
    specific printing directly into their
    application
•   Web service to define a document and
    printer (Automatic Printing)
•   Interoperability with any Windows
    Network Printer
•   Standard printing property options, such
    as duplex, page ranges, copies, paper
    size, etc.
•   Configuration within KnowledgeLake
    Imaging Center
•    Accessible directly from Document
    Libraries
•   Extensive API
Why Choose KnowledgeLake Software?

     Next Generation Enterprise Imaging
•   End to End Platform Based Enterprise Imaging
•   Easy to Install and Easy to Use
•   Leverages Investment in MS Software
•   Low Entry Cost & Low risk adoption
•   Low Cost of Ownership (MS IT Expertise & MS Partners)
•   Server Based Imaging Licensing
•                                                    `
    No Volume Charges or Dongles for Capture
•   Common Code Base and Central Admin. for MFD,
    Desktop Scanners and Production Scanners
•   Broad Feature Set from KnowledgeLake and MS

•   It’s the NEW Breed of Enterprise Imaging
About Clayko: Our Capability Scope
• Capture
  information from                         Word
                                         Documents
  any source
• Validate and
                                                         Excel
                          Photocopiers                 Documents


  process
• Deliver to client
  systems or host &                                                Emails
                      Faxes

  serve via the web


                                PDFS                     Web Content


                                            Photos &
                                            Pictures
The ethos that underpins our solutions
• Software as a Service (SaaS)
   – Truly scalable: Pay only for what you use
   – MS Gold Partner for hosted & information worker solutions
• Hosted services
   – Low cost and low risk adoption
   – Turn CAPEX into OPEX
   – Supported by 2 DRP sites
• Self Service model
   – Train the trainer deployment
   – Administrative control to manage your own solution
   – Integrated change control through portal for system modifications
• Modular deployment
   – Deployable in a phased approach to reduce risk profile
Our Service Offerings
• CaptureIT
   – Document capture from multiple sources and formats
   – Automated data capture and verification
   – Data delivered to value destination
• ImageIN
   – Retail POS document capture and POS system integration
   – Transactional automation and controls
• Collaborative Solutions
   –   Collaborative information solutions
   –   SharePoint Solutions
   –   KnowledgeLake (distributed capture for SharePoint)
   –   Electronic Document Management Systems
   –   Custom Web Portals
   –   CRM solutions & MS Dynamics
Contact Details

Adam Sherwood
General Manager
Clayko Group
(02) 9922 5251 0414 671761
adam.sherwood@clayko.com.au

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KnowledgeLake - ECM For SharePoint

  • 1. The Future of Document Imaging KnowledgeLake & Microsoft SharePoint Product Suite Overview
  • 5. Imaging Server 2007 Components Index Scan Search View Print Export Import
  • 6. KnowledgeLake Imaging Index What does it do? • Configuration of meta data search forms • Configurable hit list • Save the search forms & apply to any SP web page • Secure the searches • Boolean Logic based searches Why should I use it? • Search content based on metadata values • Create searches on value combination users want • Clean & easy to understand results set • Secure searching based on meta data values Key Benefits • KnowledgeLake ECM Experience • What is the alternative? User Productivity & satisfaction • • OOTB vendor supported product Use MS OOTB search and results set • • Speed of deployment Users have to build their own search each time • • Easier & quicker for users to search Create custom search application
  • 7. KnowledgeLake Imaging Search Common Index Entry Form Index Validations What does it do? • Centrally configure Index validations to external DBs • Common index entry/validation for scan/e docs • LOB Systems LOB Systems Auto-index population & expose controlled value list to users Databases • Consolidate Site/Site Collection/Library/Content type into a single easy to understand level – Document Class Why should I use it? ERP ERP • Provide central index value administration • Key Benefits Control metadata values • Collapse the SP Taxonomy for user productivity. • KnowledgeLake ECM Experience. • Speed of deployment. • User Productivity and satisfaction What is the alternative? • OOTB vendor supported product. • • Central administration of index entry Customize it yourself • Users free form metadata entry from all content entry points & external DB • Users keyboard every metadata value connects
  • 8. KnowledgeLake Imaging Viewer What does it do? • Browser based Tiff Image Viewer • Annotate documents • Edit Properties • Participate in Office Workflow Why should I use it? • Browser based • Full featured viewer Key Benefits • KnowledgeLake ECM Experience • User Productivity and satisfaction • OOTB vendor supported product What is the alternative? • Browser based • Use MODI • Edit properties • Use another third party • No desktop administration • Write your own
  • 9. KnowledgeLake Capture 2007 What does it do? • Batch scanning and Indexing • TWAIN, ISIS or Kofax drivers • Barcode Recognition and Zonal OCR • SharePoint taxonomy aware • Auto-scales SharePoint • Auto Indexing and validation with KL Index Why should I use it? • OOTB scanning application for SharePoint • Support for desktop to production scanners • Single code base for config, scan and Index Key Benefits • Plug-in technology and SDK • OOTB vendor supported application • What is the alternative? Scales SharePoint • • Speed of deployment Use existing custom scan software • • KnowledgeLake experience Use highly complex/expensive legacy software • • Quick to deploy and easy to support Develop your own • • Single code base for enterprise Risk scalability and performance • Front-end multiple repositories
  • 10. KnowledgeLake Capture Server 2007 What does it do? • Central Batch Management & Image/Index Cache • Schedule/Throttle Image batch releases to SharePoint • Watch Folders for MFP Scans with Web Indexing • Serial Capture Workflow Configuration • Plug-in Technology and SDK Why should I use it? • Central Management of all scanning/indexing functions • Monitor scanning processes • Central administration of batch functions (rendering) • Control the timing of releases to SharePoint • Provide facility for scan to SharePoint with MFP’s Key Benefits • What is the alternative? OOTB Integration to SharePoint • • OOTB vendor supported application Use MFP Scanning to SP Software • • Manage, monitor & control batches Custom application • • Scale SharePoint within MS guidelines Flood SharePoint with random scanning • • Plug-in based for your custom steps Risk scalability and SP performance • Single product to support MFP’s
  • 11. KnowledgeLake Connect 2007 What does it do? • Save/Index directly from desktop applications • Save messages from Outlook • Automatic Indexing with KL Index • Send to SharePoint from Windows Explorer • Directly Save Edits back to SP Why should I use it? • Saves user multiple clicks to save content • Validated and controlled index values • User productivity What is the alternative? • Users make multiple clicks to up load content Key Benefits • Users free form index values • • User Productivity Users must re-upload edits • User Satisfaction • Valid and compliant index values
  • 12. KnowledgeLake ECM Migration Utility What does it do? • Facilitates the orderly migration of documents & indexes from legacy eDMS & imaging platforms to SharePoint • Leverages KL Capture Server Plug-in Technology & step processors • Leverages Capture Server SharePoint Scalability • Detailed migration audit trail for migrated documents Migration Monitor Proven Process • Provides facility to scrub data & transform file type Document and Index Migration • Configurable mapping into SP Taxonomy Why should I use it? • Legacy ECM Microsoft SharePoint 2007 Speed & accuracy of migration Platform MOSS 2007 • Documented audit trail for compliance requirements • Key Benefits Quick to install, configure & customize • Proven in over 25 content migrations to SharePoint • • Already developed therefore the speed Scales SharePoint within MS folder volume limitations • of migration will save you money vs. in- Leverage KnowledgeLake Expertise and knowledge house dev/testing • Migration utility is proven • KnowledgeLake experience in migration What is the alternative? • to SharePoint Develop your own migration utility. • SharePoint will scale orderly thus • Migrate content without regard for scalability & performance • maximizing system performance Risk missing your migration deadline
  • 13. Barcode Recognition Auto-fills Indexes Existing Customer Business System and Customer Database
  • 14. What does it do? • Saves to WSS 3.0 & MOSS 2007 • Office 2007 Look and Feel Production Capture • Leverages Content Types • Web Indexing • Centralized Index Configuration Desktop Capture • Auto Indexing via ODBC, barcode, zonal OCR • Advanced Image Processing Enterprise Capture • TWAIN, ISIS, Kofax & WIA Services compatible • Kofax VRS compatible • Web Service or FPRPC release • No “Click” based Licensing
  • 15.
  • 16. Key Benefits • Ease of Configuration • Modular Set-up • Flexible • Integrated with SharePoint
  • 18. KnowledgeLake Imaging 2008 KnowledgeLake Search • Extends native SharePoint searching capability for Document Imaging • Cross site-collection / cross site / cross library meta-data search component • Smart technology auto-configures web part into any SharePoint document library • Secured Search Pages • Customizable Search Results Batch Import/export Web Service • Fully documented web service for importing and exporting documents • Pre-built Conversion utilities for FileNet and Other Legacy Imaging Systems • Multithreaded, highly-scalable import tool
  • 19. KnowledgeLake Imaging Search Query Gallery Build & Save Searches
  • 20. KnowledgeLake Imaging Search Saved Search Form Web Part ` Configurable Results List
  • 21. KnowledgeLake Imaging 2008 AJAX-based Image Viewer • Viewing • Annotations • Redactions • Thumbnails • Indexing • WinWF integration • Bookmark pages ` Zero Foot Print – No Plug-ins Familiar Office 2007- user interface Fully documented SDK Robust annotation capabilities
  • 22. Office Workflow Integration Built-in integration with Office Workflow directly within the Image Viewer Allows users to edit workflows without going back to the SharePoint site ` Users can view all workflows assigned
  • 23. Enterprise Indexing Common Index Index Validations Entry Form Scanner or Multi-function device LOB Systems LOB Systems Office documents & emails ERP ERP Internet/ WAN Common Index Entry • One-Time-Set-up • Central Administration • Configure and Admin. in SharePoint • Index Look-ups, Validation and Auto SharePoint Population Up Load Documents • • Enforce Index Policy, Procedure and Save/Save As • SharePoint Edit Properties Compliance •
  • 24. Enterprise Printing Interoperability Network Printing • Allows any printer accessible via the network to be selected and configured • Permissions limit which users can see which printers • Applications implementing Network Printing can print without having to build specific printing directly into their application • Web service to define a document and printer (Automatic Printing) • Interoperability with any Windows Network Printer • Standard printing property options, such as duplex, page ranges, copies, paper size, etc. • Configuration within KnowledgeLake Imaging Center • Accessible directly from Document Libraries • Extensive API
  • 25. Why Choose KnowledgeLake Software? Next Generation Enterprise Imaging • End to End Platform Based Enterprise Imaging • Easy to Install and Easy to Use • Leverages Investment in MS Software • Low Entry Cost & Low risk adoption • Low Cost of Ownership (MS IT Expertise & MS Partners) • Server Based Imaging Licensing • ` No Volume Charges or Dongles for Capture • Common Code Base and Central Admin. for MFD, Desktop Scanners and Production Scanners • Broad Feature Set from KnowledgeLake and MS • It’s the NEW Breed of Enterprise Imaging
  • 26. About Clayko: Our Capability Scope • Capture information from Word Documents any source • Validate and Excel Photocopiers Documents process • Deliver to client systems or host & Emails Faxes serve via the web PDFS Web Content Photos & Pictures
  • 27. The ethos that underpins our solutions • Software as a Service (SaaS) – Truly scalable: Pay only for what you use – MS Gold Partner for hosted & information worker solutions • Hosted services – Low cost and low risk adoption – Turn CAPEX into OPEX – Supported by 2 DRP sites • Self Service model – Train the trainer deployment – Administrative control to manage your own solution – Integrated change control through portal for system modifications • Modular deployment – Deployable in a phased approach to reduce risk profile
  • 28. Our Service Offerings • CaptureIT – Document capture from multiple sources and formats – Automated data capture and verification – Data delivered to value destination • ImageIN – Retail POS document capture and POS system integration – Transactional automation and controls • Collaborative Solutions – Collaborative information solutions – SharePoint Solutions – KnowledgeLake (distributed capture for SharePoint) – Electronic Document Management Systems – Custom Web Portals – CRM solutions & MS Dynamics
  • 29. Contact Details Adam Sherwood General Manager Clayko Group (02) 9922 5251 0414 671761 adam.sherwood@clayko.com.au