From Concept to Reality – overview of how Intergen delivers the solutions to achieve the outcomes required.

1. SharePoint 2010 & RecordPoint
New Wave of Document & Records Management
From Concept to Reality
25 May 2011

2. From Concept to Reality
Introduction – Steve Lapwood
 40 years international experience of business systems
 ECM/IM consulting for 11 years
 Focus on achieving beneficial business outcomes for
Clients
www.intergen.com.au/Who-We-Are/Our-People/Our-Experts/steve-lapwood/
steve.lapwood@intergen.com.au

3. Intergen

4. OUR HISTORY
HISTORY 2001 2005 2007 2008 2010 2011
Intergen Microsoft New Intergen Microsoft NZ Intergen Microsoft Intergen Microsoft
formed Dynamics Hosting Centre Partner of the Year Partner of the Year Partner of the Year
Projects Intergen becomes opens Microsoft 2008 2010 – NZ Inner Circle & Presidents
showcased at Microsoft Dynamics CRM Microsoft Presidents Inner Circle & Club
NZ .NET launch Dynamics partner hosting Club achieved Presidents Club
PEOPLE 2001: 38 2005 : 100 2007 : 150 2008 : 220 2010 : 240 2011 : 280
OFFICES Wellington + Auckland + Christchurch + Sydney + Dunedin + Perth
$33m
$28m
$24m
$18m
$12m
REVENUE
$1m
2001 2005 2007 2008 2010 2011

5. OUR EXPERTISE IN SHAREPOINT
3 2009 Microsoft Business Productivity
Enterprise Content Management
Solution of the Year
280+
47

6. FOUR PRACTICES
CONSULTING & ARCHITECTURE SERVICES
DYNAMICS PORTALS, CONTENT & ENTERPRISE
SOLUTIONS COLLABORATION APPLICATIONS

7. From Concept to Reality
Intergen’s Solutions and Services

8. From Concept to Reality
OUR VALUE FOR YOU
Help You
Realise
Deliver Business
Specific Benefits
Business
Take Solutions
Great for You
Products

9. From Concept to Reality
ECM-EDRMS SOLUTION AND SERVICES
Roadmap Integrated Implementation and
and IM Technology Solutions Deployment Services
Governance
Strategy
ECM
Classification Information Business
Vision Search Scanning Solutions delivery
Management Transformation
EDRMS
Records
Roadmap
Management
Office Envision & Plan Change
Outlook SharePoint Fuji Xerox Records Management
Develop
Search Apeos/ Management
SharePoint Stabilise Standards &
FAST ESP SMARTConnect Process
RecordPoint Practices
OnePlaceMail Deploy Improvement

10. From Concept to Reality
SOLUTION DELIVERY FRAMEWORK – KEY DELIVERABLES
Pilot Sites Implementation
Awareness/Requirements
Workshops
Design Workshops
PMP
Integration/Migration/
Deployment Strategies
Business Requirements
Solution Architecture
Training
Migration
Change Management

11. Our Experience

12. From Concept to Reality
EDRMS CLIENTS

13. An Example Engagement

14. From Concept to Reality
STATING THE PROBLEM
 Paper
 Email
 File shares
 Hundreds of folders
 Intranet
 Pictures
 LoB repositories
 Silos of information
 Finding stuff
 Sharing to build value
 Knowledgebase
 Retiring baby-boomers
 Gen X/Y expectations
 Need to do something:
 Have been talking about it for years

15. From Concept to Reality
“The Art of the Possible” TO HELP VISUALISE THE SOLUTION
 SharePoint 2010 in pictures
 How does SP2010 deal with Content
and Document Management
 RecordPoint for records management
 OnePlaceMail for email records
 Enterprise intranet & collaboration
 Who is using SP2010 and for what
purpose
 The journey - from concept to reality
 How to start – the next steps

16. From Concept to Reality
ILLUSTRATE THE ANSWER – WHAT IT MIGHT LOOK LIKE
 A single approach for all
documents that everyone
uses
 Simple and effective
 Easy to find stuff
 Records management as
a by-product of normal
activity

17. From Concept to Reality
ARTICULATE THE DOCUMENT MANAGEMENT GOALS
To deliver to the business a single, Improve processes for creating
easy to use document large, key documents
management framework for Provide access control and
electronic and hybrid documents version control to managed
To improve access to information documents
whenever and wherever needed Improve the value and use of
To improve the ease and value of “smart” templates for document
finding stored information through creation
better document classification Effective change management is
To reduce the reliance on paper conducted as an integral part of
documents deployment
To significantly improve the
effectiveness of staff through better
information management practices

18. From Concept to Reality
CAPTURE BUSINESS REQUIREMENTS - FUNCTIONALITY TO BE EXPOSED
Type Description Business Priorities Business Benefits
Intranet • Sites/pages  Single place to find
• Libraries High information
• Lists  Collaboration environment
• Views
• Project workspaces
• Blogs
Document • Single document management  Single place to store and find
Management environment High  Clear and easy to apply IM
• Classification standards
• Content types  Easier to find
• Information Architecture  Correct version
• Metadata standards  Controlled access and
• Versioning actions
 Fast previewing
Document • Review, approve, publish  Document lifecycle
Workflow • Email integration Medium management for controlled
documents
 Notification and tasks
Search • Sites  Single enterprise search tool
• Libraries High with previews
• File shares  Security trimmed results

19. From Concept to Reality
DESIGN THE HIGH-LEVEL SOLUTION MODEL
LAN/Web
SharePoint 2010
Intranet
Content Mgt Doc’t Mgt Team Sites Libraries
Collaboration Search Libraries Documents
Forms Dashboards
Integration RecordPoint
Office ActiveDir Views and Rules Engine
Outlook WCF Reports BCS / Metadata Retention and
Management Disposal
Explorer BCS
OnePlaceMail Migration Tools Legacy EDRMS LoB Applications

20. From Concept to Reality
HOW TO ACHIEVE BENEFITIAL BUSINESS OUTCOMES
Governance Framework
Information Management
Integration
ECMS Solution
Migration Tools
Content Management
Business Transformation
Operational
Outcomes

21. From Concept to Reality
… IN MANAGEABLE PHASES
– ROADMAP TO SUCCESS
 Functionality
 Function exposed to
users
 Content
 Structure
 Source
 Migration
 Process
 BAU
 Project
 Governance for
changes
 Change management
 Communications
 Training
 Support

22. How to Get Started

23. From Concept to Reality
SUGGESTED NEXT STEPS
 Engage Intergen to
Facilitate Requirements Workshops and document
Develop Vision and Roadmap
Define Phase 1 Plan and Budget
Help develop the business case

24. Thank you!
Questions?