Brief understanding of SharePoint Who is using SharePoint? Why SharePoint + 5 popular features Collaboration Document Management Data Management Digital Forms Workflow Automation Examples of sample solutions

1. How SharePoint will
Change your Business
Increase Efficiency & Reduce Costs
Camino Information Services
By James Key – SharePoint Developer
sales@caminois.com
5/16/2014

2. Overview Agenda
 Brief understanding of SharePoint
 Who is using SharePoint?
 Why SharePoint + 5 popular features
 Collaboration
 Document Management
 Data Management
 Digital Forms
 Workflow Automation
 Examples of sample solutions

3. What is SharePoint?
 SharePoint is a Microsoft platform that is used to develop and present
enterprise level solutions.
 Think of SharePoint as a box of Legos. The box has many different pieces
which are used for different purposes. When scattered they really cannot do
much, but start adding them together and you can create some really
remarkable structures.
 SharePoint was initially released in 2001 with major version updates released
every 3 years.

4. Who is using SharePoint?
 Fortune 500 companies, government organizations, and educational institutions
around the world
 Australian Immigration – Australian Immigration government website
 Presbyterian Hospital – Hospital .com website
 City of London – London, United Kingdom city website
 NAV Canada – Canadian Air Transportation website
 Georgia USA – Georgia, US state organization website
 Chili’s – US based restaurant
 Grove City College – College based out of Pennsylvania, US
 Ferrari – International sports car company

5. Why SharePoint + 5 Popular Features
 SharePoint allows companies to increase efficiency and decrease costs by
creating solutions using the following 5 popular features:
 Collaboration
 Document Management
 Data Management
 Digital Forms
 Workflow Automation

6. Collaboration
 SharePoint allows you to create an Intranet hierarchy of sites that can be
used by different departments or teams
 This allows for collaboration, storage of information and a centralized
location to direct all members of a group
 Information can be secured through permissions so users can have the exact
right amount of permission over a document library, folder or single document
 Store documents, create/share calendars, create lists, discussions and more
 SharePoint is accessible through any device and from any location around the
world without the use of a VPN. *Pending you have network credentials to
access the specific area you want.

7. Document Management
 Store documents in a centralized location that is accessible from any device
or location without the need of a VPN
 Granular permissions at the document library, folder or document level
 Version history which allows for instantly reverting to a previous version along
with see who made a change, when it happened and what they changed
 Retention policies which define a documents life cycle at the point of
creation
 Document approvals that define who can see updated versions and require
approval through an automated process
 Enterprise level search functionality for documents

8. Data Management
 Store lists of data in a centralized location that is accessible from any device
or location without the need of a VPN
 Export data from SharePoint into dynamic Excel files with PowerPivot
functionality for instant data refreshes
 Import, export and bi-directional connections to external data
 Creation of views to present data in infinite presentations
 Conditional formatting of data views based on pre-defined data criteria

9. Digital Forms
 Convert Word, PDF and Excel forms into digital forms which can be filled out
online through any device and from any location
 Remove the worry of outdated forms with old information on them
 Accessible through mobile devices and tablets
 Validation of data
 Present multiple pages of data on a single page with the use of views
 Trigger process automation when submitted

10. Workflow Automation
 Define an automated workflow when a item/form is created and/or updated
 Send automatic email notifications
 Track changes
 Send approval notifications
 Request feedback
 Tag items to calendars or additional lists
 Move items, copy items and delete items

11. Sample Solutions
 Human Resources
 New Hire Orientation, On-Boarding Process, New Employee Setup and Exit Survey
 Track employee incident requests, performance reviews, and employee documents
 Information Technology
 Change Control, Project Management, and Time Sheet Entries
 Document Management, License Management, Equipment Tracking and Help Desk
 Logistics
 Mileage Reporting, Vehicle Request, Dashboards/KPIs and Travel Requests
 Compliance & Legal
 Document Retention Policies, Document Approvals/Reviews, and Record Achieving