Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint by Troy Kloberdanz - SPTechCon
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The document discusses a presentation about Bottomline Technologies' Transform Filer product. Transform Filer allows users to index, store, and retrieve content from any source application into SharePoint with one-click. It addresses common content management challenges like siloed content and inefficient searching. The product was implemented by a government organization to easily integrate content from their JDE E1 and SharePoint platforms, reducing documentation processing time by 30%.
Sponsored Session: The Missing Link: Content-Aware Integration to SharePoint by Troy Kloberdanz - SPTechCon
- 1. Content-Aware Integration with SharePoint® Transform® Filer: One-Click Indexing, Storage & Retrieval from Any Source Application April 4, 2013
- 2. Today’s Agenda • Meet the Presenter Troy Kloberdanz | Business Development Manager • Content Management Challenges • Product Overview • Customer Case Study • Q&A
- 3. About Bottomline Technologies 1,000+ HerAord, UK Reading, UK Employees London, UK Portland, ME New Malden, UK Frankfurt, Germany NASDAQ: Marlton, NJ Portsmouth, NH 10,000+ Global East Brunswick, NJ Raleigh, NC Worldwide Great Neck, NY Wilton, CT Paris, France EPAY AlphareIa, GA Customers Norcross, GA Offices in Revenue $224M US, EMEA & Asia-Pac Melbourne, AUS New Zealand
- 4. 23 Years of Continuous Growth & Success $250 $225 $200 • 1000+ employees worldwide $175 • Award winning solutions $150 • Customer-driven innovation $125 • Solution depth across multiple markets • Long-standing customer relationships $100 • Recognized as a “Best Place to Work” winner $75 $50 $25 $0 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 Revenue
- 5. Content Management Challenges • No central place to manage documents • Content silos • No efficient retrieval or content search • No document lifecycle management for documents BUSINESS APPLICATIONS Human Manufacturing Resources Data Data Financials Sales Data
- 6. Content Management Solution • Document Lifecycle Management • Collaboration • Enterprise Search & Retrieval • Records Management Human Manufacturing Resources Data Data SharePoint Financials Sales Data
- 7. SharePoint Adoption Challenges • Users must know proper document destination • Users must know proper indexing… if they add index data at all • Taxonomy and folder structure becomes chaotic • Storage, search and retrieval becomes a manual process that disrupts workflow
- 8. Link Business Applications & SharePoint • Keeps users in familiar business applications for more efficient retrieval and storage • Reduce time to research and recall information • Give users an easy-to-learn process • Minimize end user training for IT • Store all content in one location: SharePoint User Transform Filer BUSINESS APPLICATION Easily Link Content
- 9. Transform Filer Benefits Satisfied Users • Eliminate time searching in file cabinets or shared directories • Faster access to information • Eliminate duplicate data entry • Less distractions; extension of application • Improved customer service Happy IT Staff • Reduced training and IT costs • Use existing infrastructure • Connect information silos Simplify SharePoint usage and increase adoption
- 10. What it Does • One-Click find for retrieving relevant documents in SharePoint from the Business Application • One-Click accurate indexing of documents for storage into SharePoint from the Business Application • No code integration of Business applications with SharePoint • Drag and drop setup & configuration • Centrally managed from one location • Windows, Browser and Emulators
- 11. Content Management Challenges Addressed • Common Examples • Receiving Packing Slips • Sales Order Processing • SharePoint On-boarding with accurate indexing data • Easier retrieval using indexed data
- 12. On-boarding Receiving Documents User Transform Filer BUSINESS APPLICATION Easily Link Content RCT116 TIMELYSH0001 TIMELYSH0001 RCT116
- 13. Sales Order Tracking User Transform Filer BUSINESS APPLICATION Easily Link Content 2413 2413 4243 4243
- 14. Realized Value • Increased Productivity • Simplifies SharePoint Usage • Higher User Adoption • More Focus - Less Distractions • SharePoint is the Document Management Platform • Lower Total Cost of Ownership and Support
- 15. Customer Case Study Transform Filer
- 16. • British overseas territory with a high degree of internal self-government Company • Governor is responsible for police, external affairs, internal security and defense • Departments were paper-intensive • Back-up documents were not effectively or securely stored Problem • Upgrading to JDE E1 and SharePoint 2010; desired a method to easily integrate without a complex effort • Introduction of new software platforms required considerable training Create an electronic record of documentation required for each Solution payment, and then accurately associate those documents with the correct transactions in JDE for easy reference and retrieval. • 30% reduction in time to process payments • All required documentation now correctly associated with each payment in EnterpriseOne, dramatically reducing time to research and recall Results information, as well as increasing accuracy • Reduction in physical storage space, including the elimination of 2 off-site facilities previously required for paper retention
- 17. Thank You! For more information, please contact: Visit us at Booth #705 z Troy Kloberdan Development Man ager, Business rive 325 Corporate D 03801 Portsmouth, NH P 303.557.2543 M 303.888.6956 omline.com tkloberdanz@bott .com www.bottomline