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SharePoint Art of the Possible May12 th , 2008

SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Page 1: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

SharePoint Art of the Possible

May12th, 2008

Page 2: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Ascentium is an integrated technology and marketing consultancy with a proven track record of building

interactive online solutions and applications that achieve exceptional returns.

Blended Solutions • Marketing & technology integration to boost our customer‟s top-line growth

• Services span from strategy to demand generation, collaboration to infrastructure

• Solutions tailored to customers‟ unique business challenges

Dynamic, high growth company • Privately owned corporation founded in 2001: CAGR – 95%

• Inc 500 list 2005-2007; PSBJ Fast 100 2004-2007

• 2007 $54M Revenue and 500+ people; projecting to double this in 2008 to $100M & 1000 people

• Successfully acquired 8 companies since 2001 with 120 total employees

• Acquired four companies in 2007: CenterLogic (Portland), Invoke Systems (Baltimore),,

Miller White Runkle (Spokane, Atlanta), Artemis (London, UK)

• 10 Offices in: Northwest, SouthWest, SouthCentral, Mid-Atlantic, Public Sector, EMEA

Strength in Execution• 500+ employees with deep expertise

• Microsoft Gold Partner with 7 Competencies

• 6 Microsoft early adopter programs and 4 Partner Advisory Council memberships

• Agile methodologies tailored to customer needs

• CMP VAR Business –Top 500 Technology Integrators in 2007

• 3 WW Microsoft CRM „Pinnacle‟ awards in the past two years

• Deep expertise in CRM, BI, Search, Collaboration, Portals, ECM, Interactive Marketing as well as application & custom development and infrastructure

• Microsoft awards including FY „06 West Region Partner of the Year for Teamwork, FY „07 PacWest GM, Marketing and Competencies, FY ‟08-Q1 Northern Area GM Award for

Partner Excellence

Accountable Partner • Committed to results over the life of customer‟s investment driving incremental results from incremental investments

• Dedicated to long-term customer loyalty

• Strong and extensive partnership with Microsoft and top-tier Microsoft National System Integrator

Who is Ascentium?

Page 3: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Business Challenges

Organization of Information

• Information structures are nonsensical and scattered

• File Server Shares / Public Folders / Intranet Sites / Personal Hard Drives

• Can't find what you KNOW isout there

• All or Nothing Endeavor

• Can't discover what you DON'T know is out there

• Accessing the right information

• Users require information in different systems

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Business Challenges

Dissemination of Information

• No one knows what's new

• Job-Critical Information / Corporate News / Events

• Notifications are Problematic

• Need to be notified about the things you care about

• Typically get notified on everything and anything

• What is available becomes stale

• Content recreation occurs

• Users lose time

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Business Challenges

Team Collaboration

• Long-term projects

• Content Collaboration

• Event Planning

• Campaign management

• Project Management

• Office / Franchise Geographies

• Centralized Access

Manual approval processes

Page 6: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Introduction to SharePoint Server 2007

Microsoft Office SharePoint Server 2007 is an integrated suite of server

capabilities that can empower business users to:

Simplify internal and external collaboration

• Enhance customer and partner relationships.

• Provide Ubiquitous Enterprise Search.

• Work when and where you want.

• Personalize operations.

Manage content and processes

• Control documents through detailed, extensible policy management.

• Centrally store, manage, and access documents across the enterprise.

• Simplify Web content management.

• Extend business processes across the organization.

Improve business insight

• Present business-critical information in one central location.

• Quickly connect people with information.

• Share business data broadly while helping to protect sensitive information.

• Unlock business data.

• Take advantage of your unstructured business networks to drive better decisions.

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Business

Intelligence

Microsoft Office SharePoint Server 2007

Collaboration

Search

PortalBusiness

Forms

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

Content

Management

Server-based Excel spreadsheets and data

visualization, Report Center, BI Web Parts,

KPIs/Dashboards

Integrated document management, records

management, and Web content management with

policies and workflow

Rich and Web forms based front-

ends, LOB actions, enterprise

SSO

Docs/tasks/calendars, blogs, wikis, e-mail integration,

project management “lite”, Outlook integration,

offline docs/lists

Enterprise scalability,

contextual relevance, rich

people and business data search

Enterprise Portal template, Site Directory, My Sites, social networking,

privacy control

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Microsoft Office SharePoint Server 2007

Collaboration

Collaboration

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

Docs/tasks/calendars, blogs, wikis, e-mail integration,

project management “lite”, Outlook integration,

offline docs/lists

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Empower Teams Through WorkspacesCommon infrastructure to meet a variety of business needs

Support diverse team structuresacross organizations

Serve variety of authoringand information sharing styles

Secure informationand control data integrity End-user tools for workflow

and data-driven applications

Keep workgroups informed, accessible, and accountable

Collaboration

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A few things our consultants have done with SharePoint 2007…

1. "Request a Bid" and "Contact Us" workflow and

forms web applications

2. 2008 Olympics Portal

3. 2012 London Olympics Portal

4. Authorization for Capital Expenditure

5. Banking Merger and Acquisition, Commercial and

Real Estate Portal

6. Best Bets Survey System to optimize corporate

search system

7. Board Member Portal

8. Budget Planning, Project Planning and Risk

Tracking

9. Budget, Planning and Forecast Portals

10. Business And Permitting Portal

11. Case Studies Portal

12. Charitable Giving Internet Portal

13. Christian Outreach Portal

14. Community and Police Portal

15. Computer Gaming Internet Portal

16. Conference Room Information and Booking

System

17. Conservation Site for Citizens, Teachers,

Students, Business and Government Leaders

18. Corporate Communications tool with task

management and compliance

19. Corporate Forms and Workflow Portal

20. Corporate Initiatives and Goals Site

21. Corporate Jet Booking System

22. Customer Satisfaction Portal

23. Electronics Manufacturer Partner Portal

24. Employee On-boarding with employee security

25. Engineering Knowledge-Base

26. Enterprise Federated Corporate Search Portal

27. Enterprise Search for thousands of documents on

Manufacturing Plant Information

28. Equipment Modification Checklists

29. External Company News Portal

30. Fetch My Freight Portal

31. Food Manufacturer Recall and Alert Portal

32. Global Corporate Communication and Compliance

Portal

33. Global Health Charity Portal

34. Government Jobs Portal

35. Growth Management and Expansion Portal

36. Hot Topics Site

37. Incident Logging, Tracking, Reporting

38. In-Stock Excellence Workflow and Collaboration

Portal

39. Insurance Claim Processing

40. Insurance Company Intranet Portal

41. Internet Banking

42. Internet Manufacturing site with content

management and Search engine optomization

43. Internet Site with Web analytics

44. IS Project Management Site

45. IS System Status Dashboard

46. IT Change Management workflow, forms and portal

47. Joint Venture Extranet Portal

48. Land Management Portal

49. Learning Disabilities Portal

50. Legal Matter Management Portal

51. Local to Corporate Office Fax Reducing

Communications Sites

52. Locate a Manufacturing Plant and Relevant

Industry Web Application

53. Mail Room Automation Portal

54. Manufacturing Company Partner Portal

55. Maps Portal

56. Marketing Project Management

57. Medical Careers Portal

58. Medical Collaboration Center

59. Medical Company Portal with forms, workflow and

project management

60. Medical Employee Center

61. Medical Information Center

62. Medical Work Center

63. Meetings and Events Internet Portal

64. Member Directory

65. Merchandising Plan-o-Gram Application

66. New Hiring On-boarding

67. Payroll and ADP Integration Portal

68. People Finder

69. PR, Legal and Executive Team Portals

70. Press Room Portals

71. Process Improvement Portal

72. Product Look Up Application

73. Product/ price look up tool

74. Project and Vendor Management Portal

75. Promo Central - marketing and pricing info

76. Promo, Coupon and Ad Internet Site

77. Public Health Outreach Portal

78. Public Utilities Customer Bill Paying Portal

79. Recreation, Conservation, Environmental

Research and Nature Info Portal

80. Retail Corporation Executive Dashboards and

Scorecards

81. Retail Standard Operating Procedures

82. Review Cycle Process Portal

83. Rich Customer Search on Internet Site and

Marketing Authored Content Management

84. School District Student Portal for viewing grades,

homework and other school related information

personalized to individual students, schools and

parents

85. Self Service Competitive Intelligence Portal

86. Six Sigma - Lean Manufacturing Executive BI

Portal

87. Software Company Collaboration and Workflow

Portal

88. Standard Operating Procedure Portal

89. Supply Chain Portal

90. Time card edit tools

91. Tips and Best Practices Portal

92. Trust Land Revenue Portal

93. United States Air Force Senior Office Task

Management

94. Voice of the Customer Feedback Site

95. Watchdog and Compliance Portal

96. Worldwide Corporate

97. Citizen Portal and Business Intelligence Platform

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BlogsCollaboration

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Wikis

Collaborative authoring

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Collaboration

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Microsoft Office SharePoint Server 2007

Portal Solutions

Portal

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

Enterprise Portal template, Site Directory, My Sites, social networking,

privacy control

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Customer pains on information management are twofold

BillG on Search and Information Management at 2006 CEO Summit

“The problem, really, is twofold.

The first is information overload. Faced with the endless deluge of

data... how can we hope to keep up? … how can we stay focused on the

tasks that are most important..?

The other problem is… information underload. We’re flooded with

information, but that doesn’t mean we have tools that let us use the

information effectively.”

Portal

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SharePoint – A single platform for getting the right

information, to the right people at the right time.Portal

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PortalPortal

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My Site: External View

Promote expertise and build communities within your organization

17

Portal

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My Site

Personal view

18

RSS feeds

Colleague Tracker

External web parts

Calendar schedule

Portal

Page 19: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

Microsoft Office SharePoint Server 2007

Enterprise Search

Search

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

Enterprise scalability,

contextual relevance, rich

people and business data search

Page 20: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

Grow and Extend Your Search Solution

Connect to your information and business applications

Connect to Microsoft and non-Microsoft repositories

Use Indexing for “intelligent” connections

Use Federated Search for quick & easy connections

People and expertise

External web sites andsubscription services

Line-of-business systemsand structured data sources

Web sites, file shares, Notes,Exchange , SharePoint, Documentum, FileNet

Search

Page 21: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Better Search Results

Tabbed interface

Query hit

highlighting

“Did you mean?”

query correction

Alerts on

search results

Search

Page 22: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

Locate people and experts Search

Refine by

common

properties

View results by

social distance

RSS feeds to

stay up to date

on this result

22

Search

Page 23: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

Microsoft Office SharePoint Server 2007

Content Management

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

Content

Management

Integrated document management, records

management, and Web content management with

policies and workflow

Page 24: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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24

ECM Sub-Capabilities

Web Content Management

Enterprise Records

Management Document

Management

Search

Enterprise Content Management Sub-Capabilities

Content

Management

Page 25: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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25

ECM Sub-Capabilities

Web Content Management

Enterprise Records

Management Document

Management

Search

Enterprise Content Management Sub-Capabilities

Content

Management

Page 26: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Scalable Document Repositories

Manage large

document sets

with treeview

Search for

documents

through metadata

Manage document

approval with

integrated workflow

Establish

enterprise-

approved content

types

Content

Management

Page 27: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Capturing Rich Metadata

Define required

metadata in

content type

definition

Customizable

Document

Information panel

based on InfoPath

technology

Capture meta data

as part of

authoring process

Content

Management

Page 28: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Workflow

Purchasing & Supplier ManagementAcquisition Planning

E-Procurement

Global Supply Chain Management

Inventory Management

Requisition Processing

RFP/RFQ Automation

Services Selection & Purchasing

Sourcing Process Management

Spend Management

Strategic Sourcing

OperationsLegal Discovery

Activity Management

Claims Management

Contract Management

IT Service Management

SalesContract Renewal

Customer Tracking

Proposal Management

FinanceBilling

Capital Acquisition

Collaborative Budgeting

Collections

Compliance for Financial Services

Expense Approval

Internal Audit

Purchase Request

Regulatory Reporting

Travel Request

Human ResourcesEmployee On-Boarding

Employee Exit Interview/Off-Boarding

Human Capital Management

Performance Review

Personnel Training

Recruiting

Travel/Vacation Request

Content

Management

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29

ECM Sub-Capabilities

Web Content Management

Enterprise Records

Management Document

Management

Search

Enterprise Content Management Sub-Capabilities

Content

Management

Page 30: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Records ManagementBusiness Benefits

Satisfy compliance requirements

Reduce costs of retrieving information for legal discovery

Reduce risk legal liability

Content

Management

Page 31: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Records Center

Store all corporate records according to policy

31

Content

Management

Page 32: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Information Management Policies

Define policies according to business requirements

32

Configurable expiration action

Track audit and expire content

Content

Management

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33

ECM Sub-Capabilities

Web Content Management

Enterprise Records

Management Document

Management

Search

Enterprise Content Management Sub-Capabilities

Content

Management

Page 34: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

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Publish Web Content

Simplify publishing process

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PRDirector

Built-in review/approval

workflow

Content

Template

Press Release

Separation of content and presentation

Production Server

Internet Site

Sitevariations

PRManager

Content

Management

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Content Author (Scientist, officer, administrator, etc) includes Word doc

or text file with article content, links to pictures, etc

Driving Directions

Links to supporting

files

Related links to post on web page

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Lake Washington School DistrictContent

Management

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Avista UtilityContent

Management

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Page 44: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

Microsoft Office SharePoint Server 2007

Business Forms

Business

Forms

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

Rich and Web forms based front-

ends, LOB actions, enterprise

SSO

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Business

Forms

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Form DesignBusiness

Forms

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Business

Intelligence

Microsoft Office SharePoint Server 2007

Business Intelligence

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

Server-based Excel spreadsheets and data

visualization, Report Center, BI Web Parts,

KPIs/Dashboards

Page 48: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

Business Intelligence Defined

Business Intelligence covers a broad category of

applications

and technologies for gathering, storing, analyzing,

sharing and

providing access to data, to help enterprise users make

better business decisions.

-- Gartner

Business

Intelligence

Page 49: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

BI Solutions and Tool-sets

Balanced Scorecard

Performance Dashboard

ReportsVisualization / AnalyticsScorecards

Parameterized

Static

Strategic Tactical Operational

Business

Intelligence

Page 50: SharePoint Art of the Possible - Riverside, California · Manage content and processes •Control documents through detailed, extensible policy management. • Centrally store, manage,

A Day in the Life…

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“Too often we're not on the same page”

“I spend so much time fighting fires it's hard to get my work done”

“Meeting? I don't have time for another meeting...”

“By the time I find out the issue, it's already a big fire, if only I knew about it

sooner”

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City Dashboards

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Ascentium Confidential | 10-Sep-08 | Page 82

How we work – the keys to a successful MOSS project

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Business

Intelligence

Microsoft Office SharePoint Server 2007

Collaboration

Search

PortalBusiness

Forms

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

Content

Management

Server-based Excel spreadsheets and data

visualization, Report Center, BI Web Parts,

KPIs/Dashboards

Integrated document management, records

management, and Web content management with

policies and workflow

Rich and Web forms based front-

ends, LOB actions, enterprise

SSO

Docs/tasks/calendars, blogs, wikis, e-mail integration,

project management “lite”, Outlook integration,

offline docs/lists

Enterprise scalability,

contextual relevance, rich

people and business data search

Enterprise Portal template, Site Directory, My Sites, social networking,

privacy control