Managing s with SharePoint

Transcription

1 Managing s with SharePoint A Practical How To Guide Richard Poole CTO

2 Stay in Touch Richard Poole CTO 2

3 There are currently 2.6 billion users That receive 88 s per day 3

4 is widely used There are currently 2.6 billion users That receive 88 s per day Exchanging messages and Professional correspondence Delegating and managing tasks Sharing documents Requesting and managing work orders 4

5 s Are Documents s are stored in Exchange Documents are stored in SharePoint THIS Doesn t Make Sense! 6

6 80% of Documents of Record Are s 15% Documents 5% Work flows 80% s Source: Rimtech Consulting

7 You Bought SharePoint to Manage Documents 8

8 But, you can t manage s in SharePoint 9

9 s are stored in Exchange Documents are stored in SharePoint 10

10 There is an Exchange SharePoint Gap 11

11 The Result? Initiatives Fail Managing Records Retaining Knowledge Managing Products Managing Cases Managing Projects Managing Clients 12

12 Mind The Gap Solving the Last Mile Problem Make The Right Thing The Easy Thing Capture Classify Discover Collaborate Documents & s in SharePoint Documents & s accurately in SharePoint Find & retrieve documents & s from SharePoint Share documents & s stored on SharePoint, with colleagues 14

13 harmon.ie Apps Outlook Mobile Apps App for Office 15

14 Bring SharePoint to Outlook A practical approach to management Drag & drop s (& documents) to SharePoint from Outlook Store, classify and organize content in folders directly in SharePoint from Outlook Retrieve content from SharePoint that has been classified correctly and efficiently, from Outlook Save Draft & Save on Send s to SharePoint, from Outlook Declare s and documents as SharePoint records, from Outlook Works with SharePoint on-premises and SharePoint Online 16

15 Smart Capture Artificial Intelligence-powered SharePoint Filing Recommendations Save Message harmon.ie recommends locations on SharePoint to save s 18

16 Smart Capture Artificial Intelligence-powered SharePoint Filing Recommendations 19

17 Demo 20

18 Management with SharePoint Sample Customers Key harmon.ie Functionality Why it Works The Business Value Drag s to SharePoint from Outlook Auto-capture important s Easy to classify s with metadata Automatically-generate topic metadata (with Office 365) Auto-generated location recommendations for storing s ( with Office 365) Easy to find s Contextual search promotes governance It s a no-brainer; record uploading is part of familiar workflow Enables one shared to reduce chaos Easy way to surface and preserve s when colleagues are out of the office or leave the organization s are stored and classified in a central location Huge storage saving Elimination of chaos Enhanced compliance Effective E-discovery Improved (customer) service Reduced liability / Improved governance

19 harmon.ie Highlights Over 1,000 Enterprise Customers 1.8M Users 2017 Partner of the Year Finalist Collaboration and Content Award

20 Over 1000 Enterprise Customers Aerospace & Defense Banking & Finance Construction Food & Beverage Energy Government Healthcare Insurance Manufacturing Professional Services Technology Utilities

21 Thank You 24

22 Download harmon.ie Contact harmon.ie This code should go to: This code should go to: 25