Extending native SharePoint functionalityExtending native SharePoint functionality to to enhance end-user document capture, enhance end-user document capture,

categorisation and retrievalcategorisation and retrieval

(Translation: getting paper and electronic documents into SharePoint more easily AND effectively)

KnowledgeLake &

Microsoft SharePoint (WSS and MOSS)

AgendaAgenda• Introductions – Me, Clayko and KnowledgeLake• Why you should be interested!• Brief overview of the KnowledgeLake suite• Demonstration • Q & A

• Phil Duffy – SharePoint Architect (5 years)– SharePoint User (4 intranets and counting…) – Intranet Analyst and Architect for 12 years (30+ intranets…)– Worked with SharePoint in UK, Canada, US and Australia – many scenarios

that end up with the same problems

• Clayko Group– Document Imaging & Capture specialists – over 12 years experience– Headquarters in Perth(Cottesloe) with an office in Sydney– KnowledgeLake partner for Australia and NZ

• KnowledgeLake – Managed Gold Certified ISV and Member Partner Advisory Council– Founded in 1999 and Headquartered in St. Louis, USA– Document Imaging & Capture only for Microsoft SharePoint

Who’s whoWho’s who

Addressing real-world Addressing real-world problems?problems?

• Document Scanning and Imaging – completing the ECM stack– “Now I’ve got this great intranet/document management system built on

SharePoint. I need to get all my historical paper documents into an electronic format and into the same managed environment.”

• Enhancing the end-user experience (the drivers of your system)– Adding and updating documents easily and intelligently(who hasn’t tried

to avoid entering metadata!)

– Finding (not Searching) relevant documents easily

– Reduces training requirements

Don’t believe me, believe Gartner!Don’t believe me, believe Gartner!Gartner’s - Magic Quadrant

for Enterprise Content Management report

http://mediaproducts.gartner.com/

reprints/microsoft/vol6/article3/article3.html - 23 September 2008

Gartner’s - Magic Quadrant for Enterprise Content Management report

http://mediaproducts.gartner.com/

reprints/microsoft/vol6/article3/article3.html - 23 September 2008

...or Fujitsu...or FujitsuKnowledgeLake Integrates SharePoint ECM Software Across Entire Fujitsu

Document Imaging Scanner Line – reuters article, March 2009

Re-use your SharePoint effortRe-use your SharePoint effort• Inherits permissions and access rights from SharePoint

groups• Document Class

– Uses SharePoint Content types to control ALL document loading– Extends functionality with DB lookup and validation (MS SQL,

OLEDB, ODBC, Oracle)

• Extends existing document libraries using folders for large volume management (hidden in views)

* (Does not mean you can forget about SharePoint best practice for Site Collections and Databases)

* Scaling SharePoint® 2007: Storage Architecture Whitepaper - http://www.knowledgelake.com/whitepaper/default.asp

Client / DesktopClient / Desktop ServerServer

KnowledgeLake Product Suite KnowledgeLake Product Suite

KnowledgeLake FunctionalityKnowledgeLake Functionality

Major Benefits of Desktop ProductsMajor Benefits of Desktop Products• Capture

– Scan, View, Edit and Index in one or multiple stages– Release (targeted)

• Directly to SharePoint• Process with Capture Server - save to SharePoint

• Connect– Save and Index – directly to SharePoint (or Capture Server)– Batch indexing – low volume– LOB integration (Connect 4.0 – just being released in the US

and we will be supporting it from October onwards)

Major Benefits of Server ProductsMajor Benefits of Server Products• Imaging Server

– Targeted and User Directed Search without development– AJAX based Viewer extends the MS Client stack (same look and

feel) • Browser based (reduces desktop reliance)• Annotations(replace add-hoc notes written on paper) • SharePoint Workflow integration

– Fully documented SDK available

• Capture Server– Batch processing based on pre-defined rules– Process automation with audit trail and manual intervention if

required– Apply same rules across all ECM

DemonstrationDemonstration

Q & A...Q & A...

Two take-away points: End-user experience Completing the ECM stack with Document Imaging (scanning)

Phil DuffyPhil DuffySharePoint Architect

Clayko Group

Tel:(08) 9385 2059

Mobile: 0403 252 413

Email: phil.duffy@clayko.com.auEmail: phil.duffy@clayko.com.au

Contact Details