2. Globally over 2 million licensed users
First vendor to adopt SharePoint since 2003
SharePoint Imaging since 2003
KnowledgeLake is a Fujitsu Group Company
170,000+ employees in 70 countries
Annual revenue in excess of $50B
10. Reduce manual handling of paper
documents
Reduce effort of adding, moving and
finding both electronic and paper files
Reduce the cost and increase the
efficiency
Where do you start?
11. Fax Paper / Copied
Phone Costs Documents
Shipping
Consumables
Courier Costs
Offsite Handling
Storage of Paper
File Cabinets Processes
With the average cost of each wasted page being about six cents, a company
with 500 employees could be spending $42,000 per year on wasted prints
12. $20 in Labor
to file a paper document*
$120 in Labor
to find a misfiled paper document*
$220 in Labor There are over
to reproduce a lost document* 4 trillion
An average paper documents
paper document Compelling Factors in the U.S. alone,
gets copied $ Offsite storage of paper growing at a rate
19 times** $ Office floor space cost of 22% per year**
$ Security of paper assets
$ Audit prep and execution
$ Dispersed workforce
$ Copy, fax, and courier costs
* PricewaterhouseCoopers
** Coopers & Lybrand
17. The collection, storage, and delivery of
enterprise electronic or paper content and
documents
Software that provides:
• Content Storage & Management
• Compliance & Governance
• Knowledge worker efficiency
• Business Intelligence
• Archival & eDiscovery
• Automation and/or Workflow
18. challengers leaders
Microsoft
Hyland Software IBM Oracle
Ability to Execute
Perceptive Software Open Text
EMC
LaserFiche Autonomy
Gartner®
Xerox as published in
November, 2010
Objective Adobe
Fabasoft
Systemware
Saperion Alfresco
Newgen
Ever Team SpringCM
SunGard
Xythos
Siav
niche players visionaries
Completeness of Vision
19. challengers leaders
Microsoft
Google
ZyLab
Oracle
Autonomy
IBM
Endeca
Ability to Execute
Isys Search Software Recommind
Exalead Kazeon
Vivisimo
Gartner®
Sinequa Fabasoft-Mindbreeze as published on
September 15th, 2009
Expert System
niche players visionaries
Completeness of Vision
23. Document ID Service
Enterprise Content Types
Managed Metadata Service (Taxonomy)
Tagging, Ratings (Folksonomy)
Document Sets
In-place Records Management
Rich Media Support
Business Connectivity Services
24. Challenge of
Managing Paper Documents
Challenge of
Managing Electronic Documents
Challenge of
Managing Business Processes
26. • Scan Paper Documents With • Capture E-documents From
Desktop, Departmental And Production Desktop, Outlook And Also Drag-n-drop
Scanners • Accurately Index Documents
• Index Documents • Release Into SharePoint Libraries
• Release Into SharePoint Libraries • Complete Process In Just 2-clicks!
Capture Connect
Server Imaging
• Capture From Office Copiers, Multi- • Database Lookup & Index Automation
function Devices, Fax Servers And Network • Perform Exact Relevance Searches With
Scanners Any Combination Of Index Values
• Index And Scan Via Web Browser • Central Enterprise Indexing Schema
• Automate PDF, OCR Conversion • Zero-footprint Image Viewer
27. Familiar experience that is natural to the way people
work today
Office like interface helps user adoption
Balance between Empowerment vs. Control
Features only turned on when needed
Records management handled by repository not
scanning operators
And so much more!
28. Expose Capture via desktop
for transactional content
• Office and desktop
integration
• Rapid save and index to
SharePoint
• Auto application of
retention policies
• Easy to edit and re-save
content
Increases user adoption
& behavioral change
29. When you need to communicate information, make it
easy to find and share.
For example Search, View, Process Tasks, Trigger
Workflow, Email Links & Attachments, etc.
30.
31. Office 365 For Professionals And Small Businesses (P)
• Microsoft Office 365 for professionals and
small businesses is a $6 per user/per month
subscription service
• Lets you access your email, important
documents, contacts, and calendar from
virtually anywhere on almost any device*.
• This plan is ideal for organizations with fewer
than 25 employees that do not have IT staff
or expertise
32. Office 365 For Midsize Businesses And Enterprises (E)
• Starting at just $10 per user/per
month, these plans are designed for
organizations with advanced IT needs
including Active Directory
Integration, advanced email archiving, 24x7 IT
admin support and full enterprise voice
capabilities on premises, or for organizations
that want Office Professional Plus delivered as
a subscription.
33. Small Business offering (P1) - $6 - user/mo
Enterprise Plan 1 ( E1, E2) - $10/$14 - user/mo
Enterprise Plan 2 (E3, E4) - $24, $27 - user/mo
Kiosk 1 (K1) – $5 user/mo
Kiosk 2 (K2) - $10 - user/mo
SharePoint Only – Plan 1 - $5.25 - user/mo
SharePoint Only - Plan 2 - $10.25 - user/mo (
access, read/write office web apps)
Client Pack - $2 per user – (must be bought in packs of
50)
34. Feature Description
Storage (pooled) 10 gigabytes (GB) base customer storage plus 500 megabytes (MB) per enterprise user
Storage per Kiosk Worker Zero (0). Licensed Kiosk Workers do not bring additional storage allocation.
Storage per external user Zero (0). Licensed external users do not bring additional storage allocation.
Additional storage (per GB per
month); no minimum purchase. $2.50USD/GB/month
Site collection storage quotas Up to 100 gigabytes (GB) per site collection
My Site storage allocation (does not
count against tenant‘s overall storage
500 megabytes (MB) of personal storage per My Site (once provisioned)
pool)
Site collections (#) per tenant Up to 300 (non-My Site site collections)
Total storage per tenant Up to 5 terabyte (TB) per tenant
File upload limit 250 megabytes (MB) per file
Storage - SharePoint Online allocates an initial 10 GB of storage plus 500
MB for each user. This storage is pooled and available for allocation
across multiple site collections. For example, an organization of 1,000
users by default would have a base of 510,000 MB (510 GB) of storage.
35. Data security Dedicated or Physical Data ownership
multi-tenant security and control
Data
System
Service level transmission
downtime Data discovery
agreements across national
compensation
borders
Data storage
Identity Third-party Your existing
locations and
management applications staff
limitations
Data Development
Retrieval limits
transmission considerations
36. Solution Development - Requires new thinking
• Sandbox, declarative code, can’t reach outside of site
collection, no 3rd party…
Multi-Tenant – Shared Environment and Server
Management Resources
99.9% uptime with Cash Incentives to meet target
25 Gb Mail box and 500Mb per SharePoint User in P
and E plans. No storage in K plan
Month to Month or Annual Subscription
Follow this link for a deeper dive into offering
http//community.office365.com/modg/topics/AvailableFeature
s.aspx
37.
38.
39. Payback: 4.1 Months (Net Inv/Oper Sav after Tax *
12)
Average Return on Investment (ROI): 294% (Oper Sav/Net Investment)
Investment Cost $333 Per Month
Per User:
Net Investment Savings Generated $1,546 Per Month
Per User:
Economic Life: 3 Years
Corporate Tax Bracket: 35%
Misplaced Docs Copying
6% Docs, Filing &
Executives Electronics 6%
Searching
for Docs 5%
Mailing/Fax Legal/Contracts
Searching, Retri
Paper, Supplie Services, 28% 6%
Off-Site eval &
s and Ink, 1% Storage, 49% Audit Returning
Office Assessment Paper Doc, 56%
Equipment, 2 21%
2%
Hard Dollars Soft Dollars
40.
41.
42. Collaboration
Business
Portal
Intelligence
Business Process Search
and Forms
Enterprise Content
Management
43. Brokerage Firm Health Insurance
Westbrook Conversion FileNet Imaging Conversion
40 million images
University
Manufacturing Stellent Conversion
Documentum Conversion Distributor
Optika Conversion
Human Resources
FileNet Imaging and Oil & Gas
COLD Conversion FileNet Conversion
44. First and foremost, setup a roll-out plan.
Secure comprehensive executive sponsorship.
Create a dedicated roll-out and adoption team.
Setup metrics so you can start measuring success of
the system.
Get user input from end-users when you start planning
a system.
Help educate users; What’s In It For Them (WIIFM).
Don’t try and solve all your challenges at once.
Use SharePoint yourself.
Once online, ask for feedback.
45. Ease of Administration
Consistency for Paper and Electronic
content
Taxonomy planning – think
departmental but plan for the
Enterprise!
System Consolidation
Migration strategies
47. KnowledgeLake, Inc.
3 City Place Drive, Suite 700
Saint Louis, Missouri 63141
Phone: 314.898.0500
Fax: 314.898.0501
Toll Free: 888.898.0555
info@knowledgelake.com
Notes de l'éditeur
Main message2009 MSFT POY Fujitsu is stakeholder in KLFirst vendor to adopt SharePoint since 2003 – SharePoint Imaging since 2003 – First Mover with SharePointOver 2 million licensed users of KL, globally110 million users of SharePointOther notes:- Mention that our software is shipped with all Fujitsu scanners.*
Main Point: Factors that contribute to the cost of paper
Main Point: Handling Paper is costing companies a lot of money- $20 in labor to file a paper document - (Research by PricewaterhouseCoopers)- $120 in labor to find a misfiled paper document - (Research by PricewaterhouseCoopers)- $220 in labor to reproduce a lost document - (Research by PricewaterhouseCoopers)There are over 4 trillion paper documents in the U.S., and this number is growing at 22% per year. (Research by Coopers & Lybrand) An average paper document gets copied 19 times (Coopers & Lybrand)90% of corporate memory exists on paper (Coopers & Lybrand)Additional facts:Companies lose one out of every 20 documents, and spend 25 hours recreating each lost document
Main Point: Your hard drive is the world’s worst repositoryNotes: This slide is loved or hated but it has a good point.
JimOther possible additionsWord Automation ServicesBusiness Connectivity ServicesOffice Web Applications
Jim
Main Point: SharePoint Overview – Why Leverage SharePoint?Microsoft Office SharePoint Server 2007Microsoft SharePoint provides enterprise features and services, such as global search, personalized portals, Office workflow, document retention, and support for enterprise application integration and single sign-on. Microsoft SharePoint is a reliable, scalable, easy-to-deploy and manage platform for developing customized portal solutions. With SharePoint, you can tie together disconnected islands of data, integrate technology with business processes, and target and personalize information for groups and individual users, so your users can be more productive and effective in their work. Microsoft SharePoint takes advantage of your existing infrastructure investments to keep the total cost of ownership low.SharePoint 2007 Enterprise Content Management CapabilitiesSimplify compliance efforts and keep business information more secure through a comprehensive set of tools to manage and control electronic content. Use Microsoft SharePoint 2007’s Enterprise Content Management capabilities to streamline the everyday business processes that are a drain on organizational productivity by using electronic forms and out-of-the-box workflow processes that users can initiate, track, and participate in through familiar Microsoft Office applications, e-mail or Web browsers.Control documents through detailed, extensible policy management. Define customized document management policies to control access rights at a per-item level, specify retention period and expiration actions, and track content through document-auditing settings.Centrally store, manage, and access documents across the enterprise.Organizations can store and organize all business documents and content in one central location with Microsoft SharePoint 2007, and users have a consistent mechanism to navigate and find relevant information. Default repository settings can be modified to add workflow, define retention policies, and add new templates and content types.KnowledgeLake focuses on this area of Content Management
Jim
SharePoint OOB doesn’t offer paper capture. KnowledgeLake Capture is the solution. Benefits, features, scalability and flexibility.With KnowledgeLake Imaging for SharePoint, you can:Provide easy access to your information workers with pre-configured or flexible search scenarios View, annotate and index images from a web browser using a SilverLight based document viewer Easily scan batches of documents Centralize the configuration of indexing, database validation and lookups for use across the entire KnowledgeLake product family Scan and index documents without ever leaving the SharePoint interface
Do we expect end-user to adapt to the system or should the system adapt to the end-user?99% of users are in long tail and do not have training or interest to participate in records managementBalance between Empowerment vs. Control allow people to contribute to the group but only where appropriateSeamless integration of records management into the document lifecycle making it easy for end-user to participateManual participation (e.g., Document Information Panel) Automation (using content types and workflow)Records mgmt rules automatically applied and users don’t even know or careFamiliar experience that is natural to the way people work today – make the process feel natural to working file system, search, save and retrieveCommon set of tools for users across information management applications - Office LikeThe main point here is that you should not expect the IW’s to dramatically change the way they work to accommodate an ECM system or records policy. Make it easy to use even though the user doesn’t know they are part the process For example IT Network Backup – Users don’t care, it just happens Learn one product, tools are all the same, just different features
Expose Capture via IW workspace – Office and desktopMS: Word, Excel, Outlook, PowerPointEnable capture to pre Office 2007 MS applications – Klake ConnectMake non-SP desktop apps. SP aware: : PDF, pictures, TIFF, MP3, WAV, videoContent onramp for all SharePoint initiativesRapid save and index to SharePointAuto application of retention policiesEasy to edit and re-save contentIncreases user adoption/behavioral change how do KL and Microsoft solve the ECM challenge?Changing BehaviorMandates - the “stick”Mutual Benefit - carrotsMust be fast and easy for busy IWsMust deliver tangible benefit to IwsIW see the benefits and will use it
Brief discussion of the paper problems that MOEITS had.
Main Point: Give a specific example of the ROI achieved by a client
Main Point: establish our experience and customer baseDepending upon the industry you are presenting to, you should probably only show one of the customer reference slides.Other notes:Companies spend millions on logos and brand recognition. Logos should be Hi-Res & displayed large enough to be recognizable from the back of the roomSources for hi-res logos: http://vectorlogo.blogspot.com/ http://logotypes.designer.am/srch/search.phphttp://www.seeklogo.com/
Main Point: establish our experience and customer baseDepending upon the industry you are presenting to, you should probably only show one of the customer reference slides.Companies spend millions on logos and brand recognition. Logos should be Hi-Res & displayed large enough to be recognizable from the back of the roomSources for hi-res logos: http://vectorlogo.blogspot.com/ http://logotypes.designer.am/srch/search.phphttp://www.seeklogo.com/
Main Point: consolidates all these solutions into a single, scalable business platform using SharePointIn recent years, many organizations have invested heavily in enterprise solutions that manage the flow of information. These enterprise solutions are typically geared around key areas such as enterprise content management, collaboration, search, portal solutions, business process integration, and business intelligence. Such solutions are often supplied by different vendors, built on a variety of technologies, and place additional requirements on your infrastructure and in-house expertise. The solutions are deployed as individual, isolated applications, or require significant integration effort to provide the business information that your information workers require.You may also want to consider the benefits and issues of your enterprise solutions from the perspective of your end users:How many different systems do your employees have to use to do their jobs?How much time does it take an employee to learn to use each system effectively?How easily can an employee find information, share information, or aggregate information from different sources?Office SharePoint Server 2007 consolidates all these solutions into a single, scalable business platform. The initial benefits are clear. Your organization can:Plan and deploy infrastructure for a single solution, rather than several.License a single solution, rather than several.Service and support a single solution, rather than several.How we do it?MOSS 2007 has been architected to leverage a common set of services to provide a common framework for document management and collaboration. Additionally, SharePoint provides a single repository for storing documents of all types, including Web pages and forms. These components are designed to work together, to be flexible, and to interoperate with other services (such as collaboration, business intelligence, search) and technologies (such as LOB systems).
Main Point: KnowledgeLake can help you migrate from a legacy systemKnowledgeLake has performed hundreds of migrations from various legacy systems. Our Professional Services staff has decades of experience with various document management systems and the knowledge required to perform a successful migration.
