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
 Document Management Systems
 Business Process Management
 Record Management
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
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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.
References in banking
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
SkyEurope – architecture
SkyEurope – architecture
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
GBatchManager
 Managing the transfer of confirmed document
batches from the scan stations to the
headquarters server
 Managing the recognition of batches in the
ABBYY FormReader recognition server
 Preparation of documents for verification process
 Export of batches to the DMS system (e.g. MOSS
2007)
 Batch processing exceptions monitoring and
logging
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)
SkyEurope – summary
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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
Information Portal – Benefits
 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 – 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
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.
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
System Architecture
Clients
Servers - HQ
Servers - Backup
PC1
SharePoint
Portal Server
FC
FC
SharePoint
Portal Server
Shared Disk
PC2
SharePoint Portal 2007 NLB Cluster
PC N
SQL 2005 (SP-active)
SQL 2005 (BPM-pasive)
SQL 2005 (SP-pasive)
SQL 2005 (BPM-active)
FC
FC
Existing Infrastructure
Shared Disk
SQL 2005 Fail Over Cluster
(BizTalk Enterprise SSO FailOver Cluster)
Active Directory
BizTalk Server (Active)
K2.net Server (Pasive)
BizTalk Server (Pasive)
K2.net Server (Active)
FC
FC
Shared Disk
BizTalk 2006 Fail Over Cluster
K2.net Fail Over Cluster
System modules
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Organizational module
Informational module
Project module
Reporting module
Business (acquisition) module
Check of tasks performance (board of directors)
Printing module (accounts statement)
E-learning (trainings, test)
Organizational module
 Company's organizational structure
 Telephone directory
 Branches
 Table of exchanges
Organizational module – organizational structure
Organizational module – employee details
Organizational module – branches
Organizational module – branch detail
Organizational module – telephone directory
Organizational module – exchange rates
Informational module
 Documents (price lists, ethics code, ...)
 Photogallery (company activities)
 Hot-box (questions & answers)
 Important links
Informational module – Hot Box
Project module
 Projects list
 Project details
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Tasks
Documents
Q&A
Notes
Project team
Project module
Report module
 Reports list
 Report creation
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Template
Format (.csv)
Mail notification
Scheduling
Report module
Business module
 Groups of customers (retail, corporate)
 Detail information about customer
 Customer products
 Segmentation
 Acquisition
Business module
Check of tasks performance – meeting list
Check of tasks performance – meeting minutes
Check of tasks performance – task updates
Requests – InfoPath forms
 Request forms for user classes
 creation
 modification
 deletion
User class request
Business process
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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)
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
Invoice Approval
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
Regulations Approval
Overview of other users comments
User annotation
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
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
Questions and Answers
GRADIENT SLOVAKIA, s.r.o.
Košická 56
821 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