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Business processes and document
management system for regulatory
administration in e-government services.
Implementation in “Approving Contents of a
Beverage Procedure”, Ministry of Health
Presentation Roadmap

•   Purpose
•   Possible DMS Considerations
•   Current State of the Procedure
•   The E-Service, Based on SharePoint
•   Project Management
•   Conclusion
Purpose

The purpose of the thesis is to demonstrate skills in
three areas:
• Business process management
• SharePoint technology for electronic document
   management
• Project management, based on PMBOK guide
Possible DMS Considered for the
Project

•   Microsoft SharePoint
•   Microsoft Dynamic NAV
•   M-Files
•   OpenDocMan
•   Archimedes 2000
•   Acstre Procurement
•   DOCMAN©2.5
Current State of the Procedure
 Copy for the Issuer



                       Copy for MoH




                                                                                           Approved?


                                                                                                       Letter of Rejection
                                                               Review by MoH Expert
                                      Community of Health
                                         Directorate
                            MoH



                                                            Copy for the Deputy Minister

      Issuer




                        NCSHA




                                                                     Deputy
                                                                     Minister
The E-Service, Based on SharePoint
Technology
                                                                      Prepare a
                                  Send an email                                                                   Stop workflow
                                                                   Motivating Letter




                                                                      Store the
                                                                   Motivating Letter                                Rejected
                                                                      into a DB

     Issuer



                                                                                             STEP 3: Change
              STEP 1: Store the            STEP 2: Start                                                        STEP 4: Review and
                                                                  Send approval for         documents status
               documents in a            workflow to review                                                      approval by MoH
                                                                    document set            to ‘For Review by
                 database                the document set                                                             Expert.
                                                                                              MoH Expert’.




                                                                                       Send an email                Approved




                                                  Store the approved                                            STEP 5: Review and
                                                                                         Set content
                                                      issue into a                                                sign by Deputy
                                                                                       approval status
                                                        database                                                     Minister
Project Management for
Implementation of SharePoint

•   Time Management
•   Cost Management
•   Risk Management
•   Training Time
Project Management. Time
Management
Project Management. Cost
Management


The cost management falls into two
pieces:
• Consultancy
• Technological
Project Management. Cost
Management. Consultancy
                                          Charge per
   Input                   Resource       Hour           Estimated Hours    Total Cost
                           Project
   Conceptualization       Manager             BGN 15.00              120    BGN 1,800.00
                           Internal IT         BGN 10.00              120    BGN 1,200.00
                           Administrative       BGN 8.00              120     BGN 960.00
                           Administrative
                           Experts              BGN 8.00               40      BGN 320.00
                           Expert
                           Judgment
                           (Contractor)        BGN 10.00              200    BGN 2,000.00
                           Expert
                           Judgment
   Training                (Contractor)        BGN 10.00               96      BGN 960.00
                           Project
   Putting into Practice   Manager             BGN 15.00               24      BGN 360.00
                           Project
   Monitoring              Manager             BGN 15.00               72    BGN 1,080.00
                           Administrative
                           Experts             BGN 10.00               72      BGN 720.00

                                                         TOTAL:              BGN 9,400.00
Project Management. Cost
   Management. Technological                                                            Charge per     Estimated
                                            Input                       Charge per
                                                                 Resource               Estimated
                                                                                        Hour           Hours       Total Cost
                         Input              Hardware Resource Standard hardware
                                                                        Hour            Hours      Total Cost
Resource               Charge per Hour Estimated Hours
                                                     Standard Total Cost
                                            (standard)           consume                  BGN 4 000,00                    BGN 4 000,00
Standard hardware                                    hardware Windows Server 2008
                                            Sofware (server
consume                     BGN 4 000,00
                         Hardware (standard)                              BGN 4 000,00
                                            license) consume R2            BGN 4 000,00 BGN 1 628,00 BGN 4 000,00         BGN 1 628,00
Windows Server                                       Windows
                                            Sofware
2008 R2                     BGN 1 628,00
                         Sofware (server license) Server 2008 R2          BGN 1 628,00
                                                                           BGN 1 628,00                   BGN 1 628,00
                                            (SharePoint
                         Sofware (SharePointlicense) SharePointSharePoint Standard       BGN 10 952,00                   BGN 10 952,00
SharePoint               license)                    Foundation                BGN 0,00                       BGN 0,00
                                            Software
Enterprise               Software360,00 (Additional
                           BGN 84 (Microsoft         Microsoft CAL (NOTE: this360,00
                                                                         BGN 84
                                                                                  cost
                         Office License)             Office
                                            Connection                     BGN 4 736,00
                                                                 is considered per                        BGN 4 736,00
FAST search license      Setup 32 560,00 Licenses)Internal IT item) BGN 32 560,00
                           BGN Training
                                                                                            BGN 130,24                      BGN 130,24
                         Environment        Software Specialist               BGN 10,00         40         BGN 400,00
                                                     Expert
                                            (Microsoft Office
Microsoft Office           BGN 94 720,00                                 BGN 94 720,00
                                            License) Judgment Microsoft Office           BGN 18 944,00                   BGN 18 944,00
                                                     (Contractor
                                            Setup Training                    BGN 10,00         24         BGN 240,00
Internal IT Specialist        BGN 10,00
                         Setup Working               Internal IT Internal IT BGN 400,00
                                                           40
                                            Environment                      Specialist      BGN 10,00          40          BGN 400,00
Expert Judgment          Environment                 Specialist Expert Judgment 10,00
                                                                              BGN               24         BGN 240,00
(Contractor)                  BGN 10,00              Expert24                BGN 240,00
                                                                 (Contractor                 BGN 10,00          24          BGN 240,00
                                                     Judgment
                                            Setup Working
Internal IT Specialist        BGN 10,00                    24
                                                     (Contractor             BGN 240,00
                                                                              BGN 10,00         24         BGN 24
                                                                                                                240,00
                                            Environment          Internal IT Specialist      BGN 10,00                      BGN 240,00
Expert Judgment
                                                                 Expert Judgment
(Contractor)                  BGN 10,00                    24                BGN 240,00 TOTAL:
                                                                 (Contractor                 BGN 10,00 BGN 11 24484,00      BGN 240,00
                                        TOTAL:                      BGN 218 148,00
                                                                                                     TOTAL:            BGN 36 774,24
Project Management. Risk
Management
Project Management. Training Time
       Course Name                              Description
       Basic Microsoft       Office   Training The course should provide a basic
       Course                                  computer literacy to the experts involved
                                               in the procedure. Such a course, should
                                               include knowledge on the following
                                               products from the Microsoft package:
                                               Microsoft Word
                                               Microsoft Excel
                                               Microsoft Outlook
                                               Such a course takes around 3-5 days.
       Basic Internet Literacy                 Basic browser literacy for browsing the
                                               SharePoint libraries.
       SharePoint training                     The SharePoint training should involve
                                               the following:
                                               Login to SharePoint web site
                                               SharePoint navigation
                                               SharePoint terms (such as libraries, site,
                                                      workflow, etc.)
                                               Working with SharePoint workflows
                                               Individual     course   for    SharePoint
                                                      workflows, depending on experts’
                                                      assignments
                                               Administration of a SharePoint farm
                                                      (required for the IT Department
                                                      specialist, who will administer the
                                                      SharePoint farm)
Conclusions

•   Reduced Storage
•   Flexible Retrieval
•   Flexible Indexing
•   Improved, Faster and More Flexible Search
•   Controlled and Improved Document Distribution
•   Digital Archiving
•   Improved Internal Operations
•   Improved Issuer / Client Service and
    Satisfaction
References Used
     Business Process Management, © 2012 Alliance Of Meeting Management Companies, http://www.ammc.org/business-
     process-management.html
     Wikiepdia, Document management system , http://en.wikipedia.org/wiki/Document_management_system
     Acstre, Official home page, http://www.acstre.com/
     United Software Writers Ltd., Products and Services,
     http://77.70.37.156/navigator/catalogue.aspx?e5vulRgk47F0hFtFb55K8MaZl1BL1uuIBpam64aJyCB9w3GW8C1GSg==
     Document Management for Microsoft Dynamics CRM 2011, © 2012 Microsoft, http://pinpoint.microsoft.com/en-
     us/applications/document-manager-for-microsoft-dynamics-crm-4294981286
     Demo: Document Management with Microsoft Dynamics CRM 2011 and SharePoint, YouTube,
     http://www.youtube.com/watch?v=030Ooxen188
     Procedures for providing administrative services, forms, and templates, Ministry of Healthcare of Republic of Bulgaria,
     http://www.mh.government.bg/Articles.aspx?lang=bg-BG&pageid=417&categoryid=4185&articleid=4187
     Windows Server® 2008R2 How to Buy, © 2012 Microsoft, http://www.microsoft.com/en-us/server-cloud/windows-
     server/2008-r2-buy.aspx
     Compare SharePoint Editions, © 2012 Microsoft, http://sharepoint.microsoft.com/en-us/buy/Pages/Editions-
     Comparison.aspx
     A Guide to the Project Management Body of Knowledge: (PMBOK guide), Project Management Institute (Corporate
     Author), Publication Date: December 31, 2008, ISBN-10: 1933890517, ISBN-13: 978-1933890517, Edition: 4 Original
     Implementing Electronic Document and Record Management Systems, Azad Adam, Publication Date: August 24, 2007,
     ISBN-10: 0849380596, ISBN-13: 978-0849380594
     SharePoint Server 2010 Enterprise Content Management, Todd Kitta, Publication Date: September 6, 2011, ISBN-10:
     0470584653, ISBN-13: 978-0470584651, Edition: 1
     Professional SharePoint 2010 Development (Wrox Programmer to Programmer), Tom Rizzo, Publication Date: May 10,
     2010, ISBN-10: 0470529423, ISBN-13: 978-0470529423, Edition: 1
     Microsoft SharePoint 2010: Building Solutions for SharePoint 2010 (Books for Professionals by Professionals), Sahil Malik,
     Publication Date: June 8, 2010, ISBN-10: 1430228652, ISBN-13: 978-1430228653, Edition: 1
     Writing That Works; How to Communicate Effectively In Business, Kenneth Roman, Publisher: Collins Reference; 3rd
     revised edition (August 22, 2000), ISBN-10: 0060956437
Thank You for Your Attention
Questions?

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Final year master thesis presentation

  • 1. Business processes and document management system for regulatory administration in e-government services. Implementation in “Approving Contents of a Beverage Procedure”, Ministry of Health
  • 2. Presentation Roadmap • Purpose • Possible DMS Considerations • Current State of the Procedure • The E-Service, Based on SharePoint • Project Management • Conclusion
  • 3. Purpose The purpose of the thesis is to demonstrate skills in three areas: • Business process management • SharePoint technology for electronic document management • Project management, based on PMBOK guide
  • 4. Possible DMS Considered for the Project • Microsoft SharePoint • Microsoft Dynamic NAV • M-Files • OpenDocMan • Archimedes 2000 • Acstre Procurement • DOCMAN©2.5
  • 5. Current State of the Procedure Copy for the Issuer Copy for MoH Approved? Letter of Rejection Review by MoH Expert Community of Health Directorate MoH Copy for the Deputy Minister Issuer NCSHA Deputy Minister
  • 6. The E-Service, Based on SharePoint Technology Prepare a Send an email Stop workflow Motivating Letter Store the Motivating Letter Rejected into a DB Issuer STEP 3: Change STEP 1: Store the STEP 2: Start STEP 4: Review and Send approval for documents status documents in a workflow to review approval by MoH document set to ‘For Review by database the document set Expert. MoH Expert’. Send an email Approved Store the approved STEP 5: Review and Set content issue into a sign by Deputy approval status database Minister
  • 7. Project Management for Implementation of SharePoint • Time Management • Cost Management • Risk Management • Training Time
  • 9. Project Management. Cost Management The cost management falls into two pieces: • Consultancy • Technological
  • 10. Project Management. Cost Management. Consultancy Charge per Input Resource Hour Estimated Hours Total Cost Project Conceptualization Manager BGN 15.00 120 BGN 1,800.00 Internal IT BGN 10.00 120 BGN 1,200.00 Administrative BGN 8.00 120 BGN 960.00 Administrative Experts BGN 8.00 40 BGN 320.00 Expert Judgment (Contractor) BGN 10.00 200 BGN 2,000.00 Expert Judgment Training (Contractor) BGN 10.00 96 BGN 960.00 Project Putting into Practice Manager BGN 15.00 24 BGN 360.00 Project Monitoring Manager BGN 15.00 72 BGN 1,080.00 Administrative Experts BGN 10.00 72 BGN 720.00 TOTAL: BGN 9,400.00
  • 11. Project Management. Cost Management. Technological Charge per Estimated Input Charge per Resource Estimated Hour Hours Total Cost Input Hardware Resource Standard hardware Hour Hours Total Cost Resource Charge per Hour Estimated Hours Standard Total Cost (standard) consume BGN 4 000,00 BGN 4 000,00 Standard hardware hardware Windows Server 2008 Sofware (server consume BGN 4 000,00 Hardware (standard) BGN 4 000,00 license) consume R2 BGN 4 000,00 BGN 1 628,00 BGN 4 000,00 BGN 1 628,00 Windows Server Windows Sofware 2008 R2 BGN 1 628,00 Sofware (server license) Server 2008 R2 BGN 1 628,00 BGN 1 628,00 BGN 1 628,00 (SharePoint Sofware (SharePointlicense) SharePointSharePoint Standard BGN 10 952,00 BGN 10 952,00 SharePoint license) Foundation BGN 0,00 BGN 0,00 Software Enterprise Software360,00 (Additional BGN 84 (Microsoft Microsoft CAL (NOTE: this360,00 BGN 84 cost Office License) Office Connection BGN 4 736,00 is considered per BGN 4 736,00 FAST search license Setup 32 560,00 Licenses)Internal IT item) BGN 32 560,00 BGN Training BGN 130,24 BGN 130,24 Environment Software Specialist BGN 10,00 40 BGN 400,00 Expert (Microsoft Office Microsoft Office BGN 94 720,00 BGN 94 720,00 License) Judgment Microsoft Office BGN 18 944,00 BGN 18 944,00 (Contractor Setup Training BGN 10,00 24 BGN 240,00 Internal IT Specialist BGN 10,00 Setup Working Internal IT Internal IT BGN 400,00 40 Environment Specialist BGN 10,00 40 BGN 400,00 Expert Judgment Environment Specialist Expert Judgment 10,00 BGN 24 BGN 240,00 (Contractor) BGN 10,00 Expert24 BGN 240,00 (Contractor BGN 10,00 24 BGN 240,00 Judgment Setup Working Internal IT Specialist BGN 10,00 24 (Contractor BGN 240,00 BGN 10,00 24 BGN 24 240,00 Environment Internal IT Specialist BGN 10,00 BGN 240,00 Expert Judgment Expert Judgment (Contractor) BGN 10,00 24 BGN 240,00 TOTAL: (Contractor BGN 10,00 BGN 11 24484,00 BGN 240,00 TOTAL: BGN 218 148,00 TOTAL: BGN 36 774,24
  • 13. Project Management. Training Time Course Name Description Basic Microsoft Office Training The course should provide a basic Course computer literacy to the experts involved in the procedure. Such a course, should include knowledge on the following products from the Microsoft package: Microsoft Word Microsoft Excel Microsoft Outlook Such a course takes around 3-5 days. Basic Internet Literacy Basic browser literacy for browsing the SharePoint libraries. SharePoint training The SharePoint training should involve the following: Login to SharePoint web site SharePoint navigation SharePoint terms (such as libraries, site, workflow, etc.) Working with SharePoint workflows Individual course for SharePoint workflows, depending on experts’ assignments Administration of a SharePoint farm (required for the IT Department specialist, who will administer the SharePoint farm)
  • 14. Conclusions • Reduced Storage • Flexible Retrieval • Flexible Indexing • Improved, Faster and More Flexible Search • Controlled and Improved Document Distribution • Digital Archiving • Improved Internal Operations • Improved Issuer / Client Service and Satisfaction
  • 15. References Used Business Process Management, © 2012 Alliance Of Meeting Management Companies, http://www.ammc.org/business- process-management.html Wikiepdia, Document management system , http://en.wikipedia.org/wiki/Document_management_system Acstre, Official home page, http://www.acstre.com/ United Software Writers Ltd., Products and Services, http://77.70.37.156/navigator/catalogue.aspx?e5vulRgk47F0hFtFb55K8MaZl1BL1uuIBpam64aJyCB9w3GW8C1GSg== Document Management for Microsoft Dynamics CRM 2011, © 2012 Microsoft, http://pinpoint.microsoft.com/en- us/applications/document-manager-for-microsoft-dynamics-crm-4294981286 Demo: Document Management with Microsoft Dynamics CRM 2011 and SharePoint, YouTube, http://www.youtube.com/watch?v=030Ooxen188 Procedures for providing administrative services, forms, and templates, Ministry of Healthcare of Republic of Bulgaria, http://www.mh.government.bg/Articles.aspx?lang=bg-BG&pageid=417&categoryid=4185&articleid=4187 Windows Server® 2008R2 How to Buy, © 2012 Microsoft, http://www.microsoft.com/en-us/server-cloud/windows- server/2008-r2-buy.aspx Compare SharePoint Editions, © 2012 Microsoft, http://sharepoint.microsoft.com/en-us/buy/Pages/Editions- Comparison.aspx A Guide to the Project Management Body of Knowledge: (PMBOK guide), Project Management Institute (Corporate Author), Publication Date: December 31, 2008, ISBN-10: 1933890517, ISBN-13: 978-1933890517, Edition: 4 Original Implementing Electronic Document and Record Management Systems, Azad Adam, Publication Date: August 24, 2007, ISBN-10: 0849380596, ISBN-13: 978-0849380594 SharePoint Server 2010 Enterprise Content Management, Todd Kitta, Publication Date: September 6, 2011, ISBN-10: 0470584653, ISBN-13: 978-0470584651, Edition: 1 Professional SharePoint 2010 Development (Wrox Programmer to Programmer), Tom Rizzo, Publication Date: May 10, 2010, ISBN-10: 0470529423, ISBN-13: 978-0470529423, Edition: 1 Microsoft SharePoint 2010: Building Solutions for SharePoint 2010 (Books for Professionals by Professionals), Sahil Malik, Publication Date: June 8, 2010, ISBN-10: 1430228652, ISBN-13: 978-1430228653, Edition: 1 Writing That Works; How to Communicate Effectively In Business, Kenneth Roman, Publisher: Collins Reference; 3rd revised edition (August 22, 2000), ISBN-10: 0060956437
  • 16. Thank You for Your Attention

Notas do Editor

  1. Business process managementBusiness process management is a managerial discipline which treats business processes as assets. These assets directly improve the enterprise performance by driving operational excellence and business agility (flexibility).SharePoint – Document Management System. Document management system is a set of computer programs used to track, store, process (through workflows), and versioning of electronic documents (sometimes including images). Project Management – full project planning, based on PMBOK guide. PMBOK = Project Management Book of Knowledge
  2. The current process suggests that all documents handling to be processed through paper documents.Internal route of the procedureThe issue is provided in the office of National Center of Social Health and Analysis (NCSHA) at the Ministry of Health (MoH)A correspondence is processed by the MoHThe correspondence is sent to Community Health directorate (attached to MoH)The issue is reviewed and approved by an expertThe issue is sent for a signature by the deputy minister. The letter is prepared in three copies – one for the archive of MoH, one NCSHA, and one for the issuer
  3. A full list of project tasks could be found on the respective Microsoft Project Document.
  4. Deeper analysis on document management system, developed by Technical University of Sofia (Acstre Procurement).What steps would you suggest for implementing SharePoint Foundation for the TU-Administration at the English Language Department of Engineering?Define clear workflows for each year, including Master degree.Implement the DMS for the entry documents for first year students as a pilot project.Undergo the necessary trainings where appropriate.Implement the rest workflows one by one.