SharePoint PositioningStuart Evans

Oct’ 2009

Confidential: Internal Document

What is SharePoint?

:A Platform in 2 Products:: WSS (windows SharePoint services) free on Windows Servers (Invu

target customer)

: MOSS (MS Office SP) Mostly bought as part of ELPs (site license) – large enterprise. MOSS is document and records management and more built on top of WSS

: Also ESS (enterprise Search server) provides infrastructure for federated search

:SharePoint requires significant web and software development to be realized as a business solution: Month(s) of web dev (templates, info-architecture, assets)

: .NET development for workflow and integration

SharePoint is Collaboration

Aggregating

• Portal• Dashboard• Reports• Federated

Search

Sharing

• Intranet / Internet

• Wiki, Blogs, Calendars...

• Projects• Folders• Branding• Delegation

Integrating

• Windows Desktop

• Outlook• Office

A platform for developing integrated portals to your business

Wo

rkflow

SharePoint - A user interface layer on business systems

SharePoint Portal + Outlook email

AccountingBilling

CRMMarketing

Office &Tools

Document Management

Capture Search Retention

Portal User(intranet or extranet)

AppUser

Office Admin

Invu is doc management

Documents & Compliance• Audit• Retention Policy• Document links• Document Notes• PDF

Workflow• “In-Trays”• Workflow• Tasks• Reporting• Capture triggers

Paper & Scanning• Scanning and Image processing• OCR driven indexing• Classification• Data Extraction• Bar code support

Automation• Capture• Search• Desktop integration• Web integration

A suite of configurable products to take control of your business information

Invu works with SharePoint

SharePoint

Invu

Collaborate

Self Service

Create

Approve

Search / GetPublishTask

CaptureMake “Record”Archive

Scan

“Back office”Workflow & content rigour

Front office sharing and integrating

Business Information

Business Records & Compliance Documents

Business Content & Project data

Business communication& activityOutlook, local hard disk

USB Pens...home PC

SharePoint

InvuControl

Share

Create

Secure and Controlled

SharePointInvu

Private Network Internet / Extranet

Secure store for business recordsControlled – physical boundary• Efficient and easy to use (rich client)• Policy based• Strong control

Shared Workspaces accessible over the internet• Long reach, very accessible• Tolerant but slow• works best with less control

Back office Workflow

SharePoint

Client

Invu

Portal user submits a document or form (e.g. Expense claim)

Invu pulls doc and metadata into secure store

WF triggeredUsers taskedAutomation driven

FD ApprovalRequired

Metadata updatedStatement posted to SP portal

Capture Record

Invu SharePoint Kit*

•Dedicated OpenSearch Module for Federated Search•RESTful secure access to Invu documents•Works with Enterprise Search server and Windows 7Search

•SharePoint user access to workflow tasks•SharePoint activities in designer:•Publish/Update/Fetch/Delete SP documents

Workflow

•Publish document or link to SharePoint Libraries•Full Meta-Data support•Powerful user interfacePublish

*Some of this is on roadmap not in product today

Out takesAnd scratch

In trays and Automation

Group & User In-trays

Workflow

Compliance

Automation

Paper

Invu

Post room, Email &ERP Integration