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Microsoft Office SharePoint Server deployment – real gains

Microsoft Office SharePoint Server deployment – real gains. Michal Rosík Project Manager. Introduction of GRADIENT Slovakia. Microsoft’s one of the TOP ISV and Information Worker Partners in CEE Over 14 years of experience Key areas Document and data capture – scanning, OCR/ICR

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Microsoft Office SharePoint Server deployment – real gains

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  1. Microsoft Office SharePoint Server deployment – real gains Michal RosíkProject Manager

  2. Introduction of GRADIENT Slovakia • Microsoft’s one of the TOP ISV and Information Worker Partners in CEE • Over 14 years of experience Key areas • Document and datacapture– scanning, OCR/ICR • DocumentManagementSystems • BusinessProcessManagement • RecordManagement

  3. Introduction of GRADIENT Slovakia • complete offer of solutions and services • consulting • analysis of business needs • realization design • integration with existing applications • implementation • trainings • customer support • Ministerstvo práce, sociálnych vecí a rodiny SR • Národná rada SR • Slovenská konsolidačná, a.s. • Ústav pamäti národa • Dopravný podnik mesta Bratislavy • Doprastav, a.s • Volksbank CZ, a.s. • Raiffeisen Bank, a.s. • Poštová banka, a.s. • OTP Banka Slovensko, a.s. • Ľudová banka, a.s. • UniBanka, a.s. • VÚB, a.s. • Komunálna poisťovňa, a.s. • Česká poisťovňa - Slovensko, a.s. • Prvá česko-slovenská poisťovňa, a.s. • Kooperatíva poisťovňa, a.s. • ČSOB Poisťovňa, a.s. (ERGO) • Wüstenrot poisťovňa, a.s. • Motor-Car, spol. s r.o.

  4. References in banking

  5. SkyEurope – project goals • Standardize the incoming invoice approval process • Shorten time needed for incoming invoice processing • Create an archive of incoming invoices, thus minimizing the risk of loosing any paper document and offering shared access to the invoices from the ERP-Navision and GArchive environment • Create the connection between the ERP-Navision and Imaging system for data transfer of data mined from invoices as well as mined along the running invoice approval process • Offer electronic access to invoices for every privileged user

  6. SkyEurope – architecture

  7. SkyEurope – architecture

  8. GScan • Fast, high quality scanning • Easy indexing – defining searchable attributes for single documents • User-friendly, easy-to-learn handling • Integration with environment • Batch processing • OCR/ICR technology usage for key attribute identification and recognition, enabling automatic document indexing

  9. GBatchManager • Managing the transfer of confirmed document batches from the scan stations to the headquarters server • Managing the recognition of batches in the ABBYY FormReaderrecognition server • Preparation of documents for verification process • Export of batches to the DMS system (e.g. MOSS 2007) • Batch processing exceptions monitoring and logging

  10. GVerificationStation • Correction of unrecognized or incorrectly recognized characters • Validation controls (format controls;comparation of recognized characters with data in reference databases-existing systems, DMS;logical mistakes control, e.g.modulo 11) • Verification and confirmation of important key attributes • 4-eye principle (correction and verification)

  11. SkyEurope – summary • Reduce costs. Drive Business Efficiency • Human resource savings • Automatic creation of electronic archive • Document processing with high recognition rate • Easy integration with “any” DMS • Scanning and electronic archiving of the complete documentation set • Price/performance ratio • Fast ROI

  12. Provide a simple, familiar, and consistent user experience Simplify and centralize access to company-wide heterogeneous data sources and content Connect people for better collaboration Support decision making processes by providing centralized view on business important information Offer enhanced security by providing access rights and visibility levels based on groups or roles Information Portal – Benefits

  13. Information Portal – user experience • Modularity – centralized view on business data is given by access rights granting • Flexibility – easy addition of required or new modules in a consistent design • Ease of use – consistent user experience throughout the whole system including process initiation points

  14. OTP Solution Original situation – problem definition • Data distribution • Several custom Bank Information Systems • Distributed Web pages • Documents (both paper and electronic, location not known) • User interface • Different applications and web pages for different tasks • Frequent GUI switching • Information shortage • Information difficult to find • Information source missing or not easily accessible • Decision making support information not instantly available in desired form Resulting in work efficiency degradation and communication and decision making process slow-down.

  15. OTP solution Project goals • Create an internal business portal solution built on MOSS 2007 platform • Provide a unified user interface for access too internal information as well as different Bank Information System (BIS) modules • Connect the other information systems including the core BIS using a middleware platform based on Microsoft BizTalk Server 2006 • Migrate the BIS modules running on the old systems into the new MOSS 2007 based solution • Automate company processes using K2 [blackpearl] business process management platform integrated with MOSS 2007 and employing Microsoft Office InfoPath 2007 for dynamic form creation

  16. System Architecture

  17. System modules • Organizational module • Informational module • Project module • Reporting module • Business (acquisition) module • Checkoftasksperformance (boardofdirectors) • Printing module (accounts statement) • E-learning (trainings, test)

  18. Organizational module • Company's organizational structure • Telephone directory • Branches • Table of exchanges

  19. Organizational module – organizational structure

  20. Organizational module – employee details

  21. Organizational module – branches

  22. Organizational module – branch detail

  23. Organizational module – telephone directory

  24. Organizational module – exchange rates

  25. Informational module • Documents (pricelists, ethicscode, ...) • Photogallery (companyactivities) • Hot-box (questions& answers) • Importantlinks

  26. Informational module – Hot Box

  27. Project module • Projects list • Project details • Tasks • Documents • Q&A • Notes • Project team

  28. Project module

  29. Report module • Reports list • Report creation • Template • Format (.csv) • Mail notification • Scheduling

  30. Report module

  31. Business module • Groups of customers (retail, corporate) • Detail information about customer • Customer products • Segmentation • Acquisition

  32. Business module

  33. Check of tasks performance – meeting list

  34. Check of tasks performance – meeting minutes

  35. Checkoftasksperformance – task updates

  36. Requests – InfoPath forms • Request forms for user classes • creation • modification • deletion

  37. User class request

  38. Business process • Invoice approval • Regulation approval • Purchase order approval • Permitted bank debit • Access to the banking system approval • Check of performance of the tasks – board meeting minutes approval • Loan approval processes (short term plan)

  39. Invoice approval • Invoice scanning and indexing • Approval process • Branch on parameters (invoice type, amount) • Possibility to add notes to process • Possibility to see the process flow • Printing of the approval protocol

  40. Invoice Approval

  41. Regulations Approval • Process divided to two phases • Review • Approval • Approval process • Branch on parameters (regulation type) • Possibility to add notes to process • Possibility to see the process flow • Possibility to create a new version of regulation • Printing of the approval protocol

  42. RegulationsApproval Overview of other users comments User annotation

  43. OTP solution – summary Solution summary • Scattered internal information sources – one user interface experience • Flexibility by modularity • Portal – information supplier, not only demander • Integration of BIS? – nothing easier • Efficiency, efficiency, efficiency – faster processes, less mistakes • See through the bank – business process transparency • Monitoring – your reliable watch-dog

  44. OTP solution – where to go? Solution deployed – what now? • Modularity enables further modules to be easily deployed and the functionality of the overall solution to be thus enriched – 2 new modules implemented • Further steps are beeing made to raise the process automation level in OTP Bank, Slovakia – 2 new processes designed and deployed • Integration with other BIS can be efficiently implemented and incorporated into the bank processes • Document workflow automation initiated by seamless integration of PayScan and other scanning solutions into the existing and new business workflows – digitalization of majority of documents flowing through the bank

  45. Questions and Answers GRADIENT SLOVAKIA, s.r.o.Košická 56821 08 Bratislava Tel.: +421 (2) 555 615 17 +421 (2) 555 725 32 Fax.: +421 (2) 555 760 85 E-mail: gradient@gradient.sk www.gradient.sk

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