Презентация доклада Растислава Хлавача (Rastislav Hlavac, Словакия, Gradient) "How to build Enterprise Content Management on Microsoft platform — Case study from PromInvest Bank Ukraine" с конференции SharePoint Conference Ukraine 2012
1. How to build ECM on
Microsoft platform
Rastislav Hlavac
Sales Director
2. Introduction of GRADIENT Slovakia
Microsoft Gold Cerified Partner, one of the TOP
ISV and Information Worker Partners in CEE
Key areas
Document and data capture – scanning, OCR/ICR
Document Management Systems
Business Process Management
Record Management
Microsoft Dynamics CRM
Microsoft Office Sharepoint Server portal solutions
4. Reference projects
CSOB poisťovňa, KBC Group
Česká poisťovňa Slovensko
Komunálna poisťovňa
Prvá Česko-Slovenská poisťovňa
Kooperatíva
Wustenrot poisťovňa
EZP, a.s.
Ministerstvo práce, sociálnych vecí a
rodiny SR
Národná rada SR
Slovenská konsolidačná, a.s.
Ústav pamäti národa
Dopravný podnik mesta Bratislavy
DHL Logistics
GEFCO
Nevitel
Orange
5. Reference projects
LANEX, Zahreb, Croatia
SIELDA, Milano, Italy
SERTAS, Turkey
International Data Processing, Listowel, Ireland
ČSA Czech Airlines, Prague, Czech Republic
ČSSZ, Prague, Czech Republic
ALLIANZ, Prague, Czech Republic
Raiffeisen Bank, Prague, Czech Republic
ČSOB CZ
Volksbank International – CZ, RO
1 Univerzita v ČR
6. Enterprise content management
Key areas
Portals
Document centric collaboration
Web content management
Document imaging and data capture
Document and Record Management
Business Process Management
13. GScan
Easy user interface localized in local languages
Batch scanning
Auto Rotation, No Rescan, Auto Color, Auto delete blank pages
Low traffic through bank network (SPO – 15kB, MPO – 30kB)
possibility to update installed version automatically by remote
central settings of batches with higher priority
support VRS
14. GBatchManager
• Download images from branches
• Monitoring of the processing
• Transfer batches to GRecognitionStation and GVerificationStation
• Export images and data to GArchive and BIS
15. GRecognitionStation
• recognition Cyrillic characters
• Field level character recognition security
• Load balancing and fail over
• Flexi Layout – non-structured forms
Recognition of different type of information:
16. GVerificationStation
• Easy user interface
• Extremely fast character level based correction
• All necessary validation controls included
• Validation parameters could be changed by bank itself
21. ECM – DOCUMENT AND
RECORD MANAGEMENT
ON MICROSOFT PLATFORM
22. GArchive
enterprise document and record management system
fast searching of the documents through web interface
advanced security with integrated windows authentication
23. GArchive – logical architecture
GArchive
GArchive Web Office GArchive
GArchive Web Workspace Management
Services Integration Studio
Console
Client API
GArchive Application Server
Sheduler Document Viwer
Project Services Services
Customization
Components Server API
GArchive Repository
(MS SQL 2008 or MS SQL 2005 databases, document content store)
24. GArchive – Fail-Over and Load balancing
NLB Cluster
(node 1)
GArchive Web Server MS SQL Server
GArchive Application Server
(node 2)
Content and Metadata
GArchive Web Server Repository
GArchive Application Server (all in SQL database)
client
client
25. GArchive – integrated document viewer
Formats
Images (tiff, jpg, gif)
Text formats (txt, html,...)
MS Office aplications (MS
Word, MS Excel,
PowerPoint,...)
PDF (Adobe Acrobat
Reader)
30. Why PayScan?
Basic target – to move from the hand typing of the information from the paper
Payment order forms to automated data collection – hand typing substitution
Technological stages of Automated Payment
forms processing
Recognition Validation
Scanning Correction
El. archive Export to BIS
31. An example of a structured forms
optimized for ICR
Domestic multiply payment order
Domestic single payment order
32. Example of a non standard Payment form
• Payment forms printed from ERP software (SMB)
34. GRADIENT Capture Suite – re-using
investments
Scanning and electronic archiving of credit, mortgage documentation
complete client credit, mortgage documentation scanned in a very short
time (the speed of scanning cca 30 p/min.) at a bank branch
available immediately to a particular approval person at the central office
Enables faster approval of a credit and gives guarantees its faster approval
to a client
Competitive bank advantage
35.
36. GScan
Automated/Manual indexing
Integration with BIS for customer data/product data/etc.
Validation of index data
43. K2 IN MAGIC QUADRANT
• K2 Blackpearl is built 100% on the Windows Workflow Foundation framework and
delivers deep integration with Microsoft Office SharePoint Server (MOSS)
• This company understands the Microsoft developer mentality and priorities. K2
Blackpearl's authoring environments keep things easy (such as Smartobjects for integrating
and reusing external data and Visio drawing migration); they are role-based and
graphical.
• The Sourcecode (K2) ecosystem of more than 200 partners and 6,000 K2 Underground
members provide a significant community of K2 Blackpearl expertise and knowledge
sharing.
• Blackpearl comes with many process pattern templates for coordinating popular workflows
across Microsoft Office, SharePoint, Infopath, SQL Server, Microsoft Communication
Server, Microsoft Exchange Server, SAP and Microsoft CRM.
44.
45. HL Analysis
High Level Analysis (feasibility study + consulting)
Worshops with bank departments
HR
Operations
Risk management
Retail
Methodology
Secretary of Board
Business process identification
High level process schema and description
Roadmap preparation
46. QuickKill
QuickKill
Retail business start support
Building a Central Processing Center in PiB HQ
Scanning of documentation to new Retail products
Verification/content control
Central processing
Electronic Archive
47. QuickKill EndState
QuickKill EndState
Enhancing the QuickKill solution by
Application Form automatic recognition
Integration with third party systems
CRM
CAS (Customer Acquisition Module)
WebLogic middleware
Building regional processing centers
planned in 2012 – 54 branches in 5 regional centers
48. DPS3
Business Process Automation
In cooperation with BMS consulting
Enhancing the electronic archive by connecting further
departments and their document storage requirements
Customer (physical and legal person) documentation
Secretary of Board
Legal department
Process automation – Arrest process – based on K2
blackpearl
K2 infrastructure building
Integration with GArchive
51. DPS4
Business Process Automation (cont’d)
Further process automation developement
10 processes planned for delivery in 2012
document based
form based
Process examples
Client documentation update
Legal counseling
Credit approval process
Account opening
Board resolution approval
Etc.
52. Advantages of the K2 BP + GArchive
+ GRADIENT Capture Suite + MOSS
2010
• the most modern ECM platform
• easier to deploy than competitors
• 13 bank references
• User Interface in Russian / Ukrainian
• Flexible, open architecture, easy to use development tools
• Microsoft Industry Award Winner 2007,2008, 2009
• IT project of the year 2010 finalist
• Real ROI – reduction of 40 people from branch staff in Intesa
project, 35 Raiffeisen
• Minimal MD from bank staff needed