Clayko Group Company Blog Clayko Group offers an opinion on current hot topics in the world of Sharepoint Document Management. http://www.clayko.com.au/Blog_News_and_Events/Company_Blog.aspx http://backend.userland.com/rss SharePoint Online and On-premise Coexistence <p><em>Author: Clayton Dorrington</em> </p> <p>This is just a quick note to help clarify Microsoft’s claim that SharePoint Online coexists with SharePoint On-Premise deployment.  In typical Microsoft fashion, their copy writers may be a little strong on the marketing promise and a little light on the detail. </p> <h3>Does SharePoint Online Coexist with SharePoint on-Premise? </h3> <p>The answer to this is yes – technically.  SharePoint Online can share the same active directory as your SharePoint On-premise deployment, thereby allowing users the convenience of having to remember just the one username and password.  Don’t look for anything more in terms of coexistence, that’s it! </p> <p>For business, this means that you will essentially be storing content on 2 different environments without the ability to talk to one another.  This isn’t a bad thing, such as in the case of limited bandwidth, but it does mean you need to be on top of your business management to ensure this works. </p> <h3>Don’t despair, read on…… </h3> <p>Luckily, Microsoft offer SharePoint Online in 2 different flavours, Shared and Dedicated.  The above situation holds true for SharePoint Online Shared, which is the default version of SharePoint Online that people discuss.  SharePoint Online Dedicated provides you with further coexistence options that may actually be of benefit to your business, namely: </p> <ul> <li>view or exchange data between online/on premise deployments </li> </ul> <p>Web services and client APIs give you options for data exchange </p> <ul> <li>unified search across online/on premise deployments </li> </ul> <p>Federated search and on premise content sources (with limitations) are an option in SharePoint Online Dedicated</p> <ul> <li>integrate external/third party data sources or LOB applications </li> </ul> <p>SharePoint Online Dedicated will support BCS, so that’s an option. Custom development is another option. In SharePoint Online Dedicated, your challenge with on-premise integration typically revolves around authentication and latency. Depending on you integration needs you may have options available.  BI is pretty tough due to lack of SSRS, PerformancePoint,  Analysis Services, etc. </p> <ul> <li>archival of content/documents in the cloud </li> </ul> <p>You still have some capabilities available though, to consume information or documents stored in SharePoint Online from the SharePoint on-premise using different web services for example (LOB applications). So you could have some type of content in the SharePoint on-premise environment and another one in your Site Collections in SharePoint Online, but those will be separate environments. </p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-08-26/SharePoint_Online_and_On-premise_Coexistence.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-08-26/SharePoint_Online_and_On-premise_Coexistence.aspx 30d0a419-e89c-4866-b4a9-3ed8cf614461 Thu, 26 Aug 2010 09:47:41 GMT What Versions of SharePoint are there and how is SharePoint Licensed? <span><span style="font-family: calibri;"> <p style="margin: 0cm 0cm 10pt;"><em>Author:  Clayton Dorrington</em></p> <p style="margin: 0cm 0cm 10pt;">The world of <strong>Microsoft</strong> versioning and licensing can be complex to say the least.  People really do make a living from understanding how it all works.  So it is no wonder that when I visit client sites, customers are often confused about <strong>SharePoint</strong>.  I can’t tell you how many times I’ve visited a client who has proudly advised me they have <strong>SharePoint</strong>, and when I’ve asked them which version they are running, I’ve been met with a blank stare; “What, is there more than one version?”</p> <p style="margin: 0cm 0cm 10pt;">All is not lost however.  <strong>SharePoint</strong> takes a pleasant detour away from the rest of the <strong>Microsoft</strong> complexities, once you understand a few basics, versions and licensing. </p> <h2></h2> <h1></h1> <h2>Versions</h2> <p style="margin: 0cm 0cm 10pt;">Essentially there are three (3) versions of SharePoint.  These are:</p> <h3>SharePoint Foundation</h3> <p style="margin: 0cm 0cm 10pt;">This comes as a free download when you purchase <strong>Microsoft Server</strong>.  It delivers a great set of features but can be seen as more of a sampler and is likely to fall short for many companies </p> <h2></h2> <h3>SharePoint Standard</h3> <p style="margin: 0cm 0cm 10pt;">Most notably, <strong>SharePoint Standard</strong> is purchased separately to <strong>Microsoft Server</strong> and with this you get a lot more features including Document Sets, improved search and workflow capabilities. </p> <h3>SharePoint Enterprise </h3> <p style="margin: 0cm 0cm 10pt;"><strong>SharePoint Enterprise</strong> extends on the features of Standard, but most notably provides enterprise search capabilities and strong business intelligence and connectivity services. </p> <p style="margin: 0cm 0cm 10pt;">This is a real basic features comparison, but you can find a great comparison table at <a href="http://sharepoint.microsoft.com/en-us/buy/Pages/Editions-Comparison.aspx">http://sharepoint.microsoft.com/en-us/buy/Pages/Editions-Comparison.aspx</a>  </p> <h2>Licensing</h2> <p style="margin: 0cm 0cm 10pt;">Licensing is where <strong>SharePoint</strong> becomes a little more complex, but again it isn’t too difficult.  <strong>SharePoint Foundation</strong> is licensed based on your <strong>Microsoft Server Client Access Licenses</strong> (CAL’s), so for this entry level version, there is actually no specific <strong>SharePoint</strong> licensing requirements. </p> <p style="margin: 0cm 0cm 10pt;">When you move into the <strong>Standard</strong> and <strong>Enterprise</strong> levels of <strong>SharePoint</strong>, there are a few important concepts to understand.  Firstly, you are only required to purchase the one <strong>SharePoint</strong> media pack.  This contains both the <strong>Standard</strong> and <strong>Enterprise</strong> versions.  You then need to purchase user CAL’s separately.  The version you activate is actually determined by the version of <strong>SharePoint</strong> CAL you have purchased.  So purchase a <strong>Standard</strong> CAL, and you will see the standard feature set, purchase the <strong>Enterprise</strong> CAL and you will see the enterprise features.  The final complexity is that user CAL’s are additive.  This means that to activate <strong>SharePoint Enterprise</strong> features, you require both the <strong>Standard</strong> and <strong>Enterprise</strong> CAL’s.</p> <p style="margin: 0cm 0cm 10pt;">As you can see, <strong>SharePoint</strong> versioning and licensing isn’t really too complex once you understand the basics.  As always, it is best to speak with your <strong>Microsoft</strong> partner to confirm your requirements, and if you’re not convinced with their answer, get them to run your requirements past <strong>Microsoft</strong> themselves. </p> <p style="margin: 0cm 0cm 10pt;">Finally, we can’t leave anything <strong>‘Microsoft’</strong> without a twist, and yes there is a twist!  There are more <strong>SharePoint</strong> features that can be licensed for <strong>SharePoint</strong>.  Most notably is the much hyped <strong>FAST</strong> search server.  But again, I would encourage you to discuss these with your service provider. </p> </span></span> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-08-20/What_Versions_of_SharePoint_are_there_and_how_is_SharePoint_Licensed.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-08-20/What_Versions_of_SharePoint_are_there_and_how_is_SharePoint_Licensed.aspx d757c863-8e43-47b8-8389-75051b44a7c6 Fri, 20 Aug 2010 03:13:32 GMT Expanding the Clayko Team <p>The last couple of months has seen some great expansion with Clayko projects in Perth and across on the east coast in Melbourne and Sydney, using pure SharePoint and combination of SharePoint/Organice/KnowledgeLake technologies. So it is a very exciting time with a lot of BA, Design/Architecture and Implementation work happening across the SharePoint, Admin and Business Developments teams.</p> <p>This has given us the ability to expand our current team with a SharePoint Administrator and Trainee Developer roles to complement our varied base of skills and great team environment.</p> <p>So if you know of anyone (or yourself) who has these skills and is looking and available for work, then <a href="http://www.clayko.com.au/Sales_and_Contact/Perth.aspx">Contact Us</a> or take a look at the <a href="http://www.clayko.com.au/About_Clayko/Careers.aspx">job descriptions</a> for more information. We look forward to hearing from you!</p> <p> </p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-08-18/Expanding_the_Clayko_Team.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-08-18/Expanding_the_Clayko_Team.aspx 4baf7ccc-267d-4794-933d-10f4e17e3954 Wed, 18 Aug 2010 04:47:11 GMT SharePoint 2010 - 5 Best Document Management Features <p style="margin: 0cm 0cm 10pt;"><span><span style="font-family: calibri;"><em>AUTHOR: Clayton Dorrington</em></span></span></p> <p style="margin: 0cm 0cm 10pt;"><span><span style="font-family: calibri;">At Clayko Group, we deal extensively with document management in SharePoint.  We work extensively with customers who want to be able to create, capture, store and retrieve their high value business documents with minimal fuss.  Contrary to what other vendors claim, SharePoint makes a fantastic document management platform.  SharePoint 2010 really extends on a couple of SharePoint 2007 base features to really deliver what business want in terms of document management.  Here’s a few of my favourite features:</span></span></p> <p><b></b><b><span><span style="font-family: calibri;">1. Document Sets</span></span></b> </p> <p style="margin: 0cm 0cm 10pt;"><span><span style="font-family: calibri;">Think of how any organization has traditionally managed their documents.  Client files, case files, job files and the like.  All related documents placed in one file, managed as a whole.  Well take this simple concept and apply it to SharePoint and call it a Document Set, a ‘set’ of related documents managed as a whole.</span></span></p> <p style="margin: 0cm 0cm 10pt;"><span><span style="font-family: calibri;">It sounds simple, but in my opinion it is one of the best features to be added to SharePoint 2010.  It accurately reflects how so many businesses work.  You now have the assurance that all documents are created in accordance with your business policies and treated in one consistent way.  It also allows you to nicely roll-up all of the following 4 features below.  </span></span></p> <p><b></b><b><span><span style="font-family: calibri;">2. Content Types</span></span></b> </p> <p style="margin: 0cm 0cm 10pt;"><span><span style="font-family: calibri;">Content Types are simply brilliant and should form the cornerstone of your SharePoint Document Management deployment.  Content Types are a way of classifying individual documents in a consistent manner across your organization.  They allow you to centrally manage metadata, workflow, information management policy and more, of that particular type of document.  Furthermore, they form the foundation of document sets.  </span></span></p> <p><b></b><b><span><span style="font-family: calibri;">3. Metadata</span></span></b> </p> <p style="margin: 0cm 0cm 10pt;"><span><span style="font-family: calibri;">Metadata is information about your document.  In paper based document management systems, this is the information written on the file cover or file tracking sheet, or in an electronic file share, it is in the hierarchy of folders and file naming conventions.  In SharePoint, this same information is easily captured when a document is created or uploaded through a simple interface or integrated ribbon bar.  Furthermore, metadata is captured consistently across the organization using the aforementioned Content Types and Document Sets.</span></span></p> <p style="margin: 0cm 0cm 10pt;"><span><span style="font-family: calibri;">SharePoint allows users to leverage metadata to sort and filter large stores of documents quickly and simply to provide users with a meaningful view of your content.  Third party searches, such as KnowledgeLake’s Imaging search feature, leverage document metadata to create powerful transactional searches that are missing natively within SharePoint.</span></span></p> <p><b></b><b><span><span style="font-family: calibri;">4. Information Management Policies</span></span></b> </p> <p style="margin: 0cm 0cm 10pt;"><span><span style="font-family: calibri;">Do you have document compliance requirements within your organization?  Perhaps they’re regulatory, or required to comply with quality management systems such as ISO.  SharePoint offers a set of configurable compliance options known as Information Management Policies.  These help important compliance requirements such as document retention and disposal.  Information Management Policies can be applied to SharePoint content including document libraries and content types.  </span></span></p> <p style="margin: 0cm 0cm 10pt;"><span><span style="font-family: calibri;">Information Management Policies also provide organizations with records management capabilities, such as labeling of physical records, and also easy audit and reporting capabilities to ensure compliance.</span></span></p> <p style="margin: 0cm 0cm 10pt;"><strong><span style="font-family: calibri;">5. </span><span><span><span style="line-height: normal; font-variant: normal; font-style: normal; font-size: 7pt; font-weight: normal;"> </span></span></span><span><span style="font-family: calibri;">Versioning</span></span></strong></p> <p style="margin: 0cm 0cm 10pt;"><span><span style="font-family: calibri;">Any good document management system has simple versioning at the heart of its system.  SharePoint manages this in spades and 2010 provides some additional features that solve the requirements of many companies.  At a base level, SharePoint enables the management of major and minor versions, including number of versions to retain.  It is easy to restore older versions.  Take documents offline through your Outlook integration and make changes, and when you connect again, the new version will be uploaded to SharePoint as a new version.  Furthermore, documents can be checked-out and when checked-in, a new version is created. </span></span></p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-08-16/SharePoint_2010_-_5_Best_Document_Management_Features.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-08-16/SharePoint_2010_-_5_Best_Document_Management_Features.aspx c0879ad9-5019-4851-8634-c6075c0b7d23 Mon, 16 Aug 2010 08:32:11 GMT KnowledgeLake 2010 feature update <p><strong>Author - Phil Duffy</strong></p> <p>With <strong>SharePoint 2010</strong> becoming more in demand since it's official release and extensive marketing campaign by <strong>Microsoft</strong> bringing the new and improved features to the attention of more people. I've been running through a number of scenarios with the <strong>KnowledgeLake</strong> product suite around its 2010 <strong>compliance</strong> and future feature releases to enhance that support.</p> <h2>Capture Products</h2> <p>The two client based capture products are both <strong>currently SP 2010 compliant</strong>, which means you can scan and index documents sending them straight into SP 2010 and also support the 64 bit environment if needed on the server for testing purposes. This allows you to use the full features of the latest <strong>Capture</strong> and <strong>Connect</strong> including;</p> <ul> <li><strong>Microsoft Office</strong> integration to capture full office documents or screenshots </li> <li>Added <strong>barcode recognition</strong> and <strong>image enhancement</strong> features to the directory watcher option, which has always been there for the usual scanning process - which offers a simple level of automation, reducing reliance on end-users remembering that there are batches waiting to be indexed </li> <li>Advanced engines for barcode recognition and image enhancement that offer more features for advanced processing </li> </ul> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-07-06/KnowledgeLake_2010_feature_update.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-07-06/KnowledgeLake_2010_feature_update.aspx 18a0228c-588e-48ad-a0fd-eace4763b429 Tue, 06 Jul 2010 04:11:32 GMT Australian SharePoint 2010 Conference <p><strong>Author - Phil Duffy, Clayko SharePoint Architect</strong></p> <p>Several of the <strong>Clayko</strong> team from the Perth and Sydney offices attended the <strong>Australian SharePoint 2010 Conference</strong>(AUSPC), which was held at the Hilton, Sydney over June 16 and 17. It was a very good event for technical and business users interested in everything <strong>SharePoint</strong> and related technologies. The event was very well planned and some of the best food I've had at an event, especially the afternoon treats. </p> <h2>Presentations</h2> <p>There were four presentation tracks and a lot of SharePoint experts presenting from all over the world (including the keynote from Arpan Shah):</p> <ul> <li>VOC - Voice of the customer, presenting real-world case studies </li> <li>Business Track (concentrating on the end user of features) - the best track overall I think for the overview of features that will provide the most impact to the people who use SharePoint everyday (but then I am biased!) </li> <li>Technical 1 and 2 - based on the code level or more in-depth technical review </li> </ul> <p>A couple of us (myself and Clayton Dorrington) from Clayko also <strong>presented on day two</strong> of the conference based around a customer case study (<strong>Community Mutual Group</strong>) and how we helped design, plan and implement a document management solution based on SharePoint and <strong>KnowledgeLake</strong>.</p> <h2>Designing and Planning a SharePoint Solution</h2> <p>One of the topics we concentrated on in our presentation was using content-types, which is not just relevant to a document management focussed implementation of SharePoint, but also useful for the scanning projects we work on to categorise and re-use the key metadata and document types.</p> <p>There were some useful related presentations around the Information Architecture and Design aspects of a SharePoint project which I feel is still one of the most underplanned and least understood areas which can greatly benefit a project and increase end-user uptake.</p> <h2>Summary</h2> <p>All told a very useful couple of days and with the introduction of SharePoint 2010 and increased uptake across the industry I'm sure next year should be even better. So would recommend anyone currently using or thinking of SharePoint to take a serious look at.</p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-06-23/Australian_SharePoint_2010_Conference.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-06-23/Australian_SharePoint_2010_Conference.aspx fbe65aed-025d-43c4-835a-a43820a242c6 Wed, 23 Jun 2010 06:41:12 GMT 2 Important Benefits to Document Hosting <p>Do you know if your documents are secure? Do you have a disaster recovery system in place? Have you had a niggling concern your business is exposed but just haven’t had the time to address it? If any of these questions sound an alarm bell, you’re not alone.</p> <p></p> While it is easy to get excited about things like collaboration, improved efficiencies, and moneysaving technologies, none of it really matters if you have left your data and your business exposed. It may feel like one more thing to add to your pile, but data security may be one of the easiestbusiness cases to make for expenditure of software as a service. <p></p> <p>Unless you’re a very big company, the complexity of managing a sophisticated enterprise content management system (ECM) might not make sense. Every year, more and more opportunities are being presented for small to medium enterprises to experience the benefits previously reserved for larger organisations.</p> <h2>Document Hosting</h2> <p>In part or in whole, a <a href="http://www.clayko.com.au/Products_and_Services/Services/Hosting.aspx" title="Document Hosting &amp; Storage">hosting solution</a> can solve many problems including:</p> <ul> <li>All records, files and documents are securely stored</li> <li>Disaster recovery processes and procedures are constantly tested and upgraded</li> <li>The latest versions of software are always available providing current technologies and compatible versions of integrated systems</li> <li>The burden of cost and administration is shared</li> </ul> <h2>Real Benefits</h2> <p>Loss of data, especially in small to medium-sized enterprises can cripple or ruin a company. Additionally, increased regulations and governance issues are making expensive demands on business processes. While losing business intelligence can be devastating, not adhering to legal requirements for your industry could result in legal proceedings.</p> <p>Essentially, document hosting provides two real benefits:</p> <ol> <li>It allows your business to continue operating as it should.</li> <li>It gives you peace of mind.</li> </ol> <p>If you have any questions about how you can ensure the viability of your company, please <a href="http://www.clayko.com.au/Sales_and_Contact.aspx" title="Contact Clayko for Document Hosting &amp; Storage">Contact us</a> for more information. Often the most painful part of the process is worrying about what to do. We can help alleviate your concerns and it will cost less than you think.</p> <p><strong>What is keeping you awake at night?</strong></p> <p></p> <p></p> <p></p> <p></p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-31/2_Important_Benefits_to_Document_Hosting.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-31/2_Important_Benefits_to_Document_Hosting.aspx cbb27a38-6058-43eb-b6aa-c0bd21311733 Mon, 31 May 2010 00:00:00 GMT An Overlooked Benefit to Document Scanning <p>As I discussed in an <a href="http://www.clayko.com.au/blog_news_and_events/company_blog/10-04- 12/6_Benefits_of_the_Paperless_Office_Automation_and_Global_Warming.aspx" title="6 Benefits of the Paperless Office Automation and Global Warming">earlier post</a>,&nbsp;the idea of a paperless office has been around for a long time. I’m sure everyone understands the concept of document scanning – capturing an image on an electronic device and storing it for future reference. I wonder if people know one important side effect to this practice?</p> <p>Scanning every document in your office is going to save you storage space and eliminate the need for clerical staff. Obviously, your paper and printing costs will be greatly reduced. Maybe the most cost-effective aspect of document scanning is the organisational efficiencies available to businesses that make the technology leap.</p> <h2>Case Study</h2> <p>Let’s take a common scenario involving the customer invoice. When you make a sale, you produce an invoice and send it to the customer. Months later, your customer calls and asks if you can forward them a signed copy of the invoice and the associated purchase order. They’ve had a change of personnel and can’t find their records. You locate the invoice - properly filed in the customer folder - only to discover it has two purchase orders and neither of them are in the file. After a big of digging, you locate all the documents required by the customer. You scan a copy of all three documents and send them off. An hour is gone from your day but your client is happy. The documents are shuffled on your desk and are accidently misfiled creating a future problem to be discovered at a later date.</p> <h2>Intelligent Results</h2> <p>A document scanning system would allow you to access an electronic copy of the invoice along with all attached documents immediately. It would also allow you to see a complete history of all invoicing for that particular customer, payment history and any outstanding issues. By capturing and storing your critical business documents, you’re also giving yourself a massive amount of business intelligence available for use any time you might need it.</p> <p>Yes, green technology and the paperless office is getting a lot of attention lately. Solving the age-old business problem of increasing the efficiency of your staff is a very welcome side effect to going green.</p> <p><strong>How has a document scanning helped your business?</strong> </p> <p></p> <p></p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-25/An_Overlooked_Benefit_to_Document_Scanning.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-25/An_Overlooked_Benefit_to_Document_Scanning.aspx 768dec00-27b7-4ae0-8ad5-c077fbc98825 Mon, 24 May 2010 23:00:00 GMT Achieving Innovation in Outsourcing <p>I read with interest the other day an article from <a href="www.cio.com.au" title="CIO">CIO</a> titled “<a href="http://bit.ly/bp5gI2" title="IT Outsourcing: 3 Reasons Your Vendor Won’t Innovate">IT Outsourcing: 3 Reasons Your Vendor Won’t Innovate</a>” by Stephanie Overby. At first, I thought, here we go, another article bagging outsourcing. I had to bite my lip and read on. </p> <p>The article referenced research performed by Forrester Research. It has credibility. It showed 38% of customers expected more innovation from their outsource vendor, and customers wanted more than just cost savings. Okay, point noted, I thought. But we offer the latest technology and are always open to our customers how we can use it to solve their business problems. So why does this sentiment still exist? </p> <p> Forrester Senior Analyst Chris Andrews puts it quite simply, its you, the customer! Now, i’m the first to realise that one should never blame the customer; that’s really bad business. But I think the point here is how do you communicate with your vendor to make the most of your investment. It’s not all one-sided thought, so I’ve also extrapolated where vendors are to blame, which I’ll later touch on. But for now, let’s have a look at the 3 reasons why customers don’t get enough innovation from their Outsourcing Vendor: </p> <ol> <li> <strong>You don’t know what you want.</strong> Innovation comes from innovative people. If you have an innovative idea for your business, let your Outsource vendor know about it. We love this kind of stuff! Unfortunately, we’re not too flash in coming up with market leading ideas for your industry, but give us a bit of an idea of what you want to do and our imagination will run wild with how we can help you achieve this.</li> <li><strong>You chose the wrong provider.</strong> You need to figure out what innovation means to you, and then find a vendor that aligns with that. So you need to understand whether you want to simply cut costs or whether you want to form a strategic relationship with your vendor. Ultimately, if you’re not happy, take it to management, and if it still can’t be resolved, it’s time to look for a new vendor. </li> <li><strong>You didn’t set up effective innovation metrics.</strong> You need to establish your desired outcomes, and incorporate them into a service level agreement. More often now, we see this as the delivery of specific business requirements such as processes and workflows, that provide our clients with a positive ROI, say within 12 months. </li> </ol> <p>So summing up the Forrester Research, outsource vendors aren’t the primary reason you may not be seeing innovation in your business. It is a factor of understanding what you want to achieve, selecting the vendor that will help you achieve this, and ensuring your objectives are being met. </p> <p>Now, as promised, let’s look at where the vendors are to blame for lack of innovation. The lesson to me is that outsource vendors need to understand their client’s businesses thoroughly and continually present new technologies and discuss ways we can help improve your business. I know that I already do this to some extent, but rest assured, my intensity will be amplified. </p> <p>I’m also pretty sure that our outsource model enables innovation better that most other vendors. I believe we achieve this by having one of our staff members assigned onsite to each customer. Generally it isn’t a full-time role, just one or two days per week, however it provides regular face-to-face contact, an opportunity to discuss how your project is progressing and a chance to note new requirements and discuss how we jointly can resolve this. All the while, we offer this at a lower cost. Isn’t this the exact point of outsourcing? </p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-24/Achieving_Innovation_in_Outsourcing.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-24/Achieving_Innovation_in_Outsourcing.aspx 7bb6c4fe-2386-4785-9f9f-1be369baf57e Mon, 24 May 2010 03:42:25 GMT The Wish List <p>We talk to a lot of people who feel frustrated because they don’t have the time, budget or resources to run the sort of ICT environment they would like. Often, it’s a combination of circumstances preventing small and medium-sized businesses from having the ideal installation. In talking with our clients and prospective customers, we hear a recurring list of wishes. How many of these apply to you?</p> <p>Do you wish:</p> <ul> <li>You could have all the new features from your software without having to upgrade?</li> <li>You didn’t have to worry about finding and keeping good people to run your platform?</li> <li>You could put your best ICT people to work on your business instead of having them support your software environment?</li> <li>You could predict your IT costs from month to month, quarter to quarter, or even year to year?</li> <li>You could bolster the security and reliability of information in your installation?</li> <li>You could offer your employees more functionality without impacting their time?</li> <li>Take advantage of cloud computing?</li> </ul> <p>Clayko have long been offering products and services to alleviate some of these problems. We’re excited to announce a new offering designed to alleviate ALL of these problems in a single solution. <strong><a title="Microsoft Business Productivity Online Standard (BPOS) Suite" href="http://www.microsoft.com/online/business-productivity.mspx">Microsoft Business Productivity Online Standard (BPOS) Suite</a></strong> is a set of messaging and collaboration solutions by Microsoft consisting of:</p> <ul> <li>SharePoint Online</li> <li>Exchange Online</li> <li>Office Communications Online</li> <li>Office Live Meeting</li> <li>Exchange Hosted Services</li> </ul> Combining software and services allows users to control their IT deployment while reducing costs and the administrative overheads usually associated with a sophisticated software environment. <br /> <p>Using <strong>BPOS</strong>, you can now:</p> <ul> <li>Extend your tools and platform into the cloud</li> <li>Utilise multiple devices in your environment</li> <li>Experience the best service level agreements (SLA)</li> <li>Enhance your position on IT governance</li> </ul> <p>The good news is Clayko is now able to offer BPOS for as little as $16.95 per user, per month. We’re excited about this because we know it’s something our customers have wanted for a long time. <a href="http://www.clayko.com.au/Sales_and_Contact.aspx" title="Contact Clayko Group for Microsoft BPOS">Contact Us</a> to learn more about BPOS. We’re ready to start granting wishes.</p> <p>What do you wish for?</p> <p></p> <p></p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-18/The_Wish_List.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-18/The_Wish_List.aspx faad09d8-1da4-4e1a-a400-c44e4905fb60 Tue, 18 May 2010 00:00:00 GMT 5 Ways to Reduce Risk with a Document Scanning System <p>Did you know implementing a <strong>document scanning</strong> system reduces risk in your business? Much has been written about the benefits of document scanning. The business world has accepted that keeping electronic copies of documents is less costly and more efficient. Implementing a paperless office and trying to “green” your environment has become a common practice, as well. While document scanning helps to achieve the goals of reducing costs, improving efficiencies and helping the environment, a hidden benefit to a document scanning system is risk reduction.</p> <p> <h2>Governance and the GFC</h2> Governance requirements for even the smallest of businesses are becoming more stringent. The GFC motivated governments all over the world to tighten their requirements for reporting. Transparency of data is vital to all of these new regulations. It’s no longer good enough to capture and store data, companies must now be able to retrieve it from a variety of different angles. Retention periods are becoming longer and disaster recovery is also being examined closely.</p> <p> <h2>Reducing Risk with Document Scanning</h2> How can document scanning help reduce risk? By implementing a strategic document scanning service, organisations can assure their business is not at risk from a governance view. The necessary components of a complete document scanning system include:</p> <ol> <li><strong>A central repository</strong> – Storing all your document images in one place is a key point of difference in risk management. When your documents are scattered in different places, indexed different ways and with no common access method, your ability to manage those documents diminishes.</li> <li><strong>Integrated products</strong> – Document scanning has been around a long time. Many companies have built their EDM holistically. It’s not uncommon to have disparate products involved, as well. To improve efficiencies, it’s important an organisation adopt document scanning solutions that work together and operate as a single entity.</li> <li><strong>Outsourcing</strong> – Employing a company to manage document capture and storage increases efficiencies and instils consistency across your enterprise. While best intentions often accompany in-house document scanning operations, the reality is these functions are often pushed aside for tasks that are more pressing. Good intentions are not considered when governance issues are at play.</li> <li><strong>Security</strong> – Your information holds your intellectual property (IP) and, quite likely, confidential customer data. While you obviously want to protect your IP for competitive advantage, you are also obligated to secure confidential data of your customer including payment details, medical information or legal issues. You will be liable if sensitive data is exposed due to your neglect. </li> <li><strong>Disaster Recovery (DR)</strong> – The best document scanning system in the world is worthless if you don’t have a comprehensive DR system in place. Corporate governance responsibilities mandate your information in protected at all times, in all situations.</li> </ol> <p>Risk reduction is a very real benefit to document scanning systems. While the technology has been around in some form or other for many years, new government requirements are driving the need for a more strategic implementation and management of these systems.</p> <p></p> <p><strong>How has document scanning helped reduce risk in your business?</strong></p> <p><strong></strong></p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-12/5_Ways_to_Reduce_Risk_with_a_Document_Scanning_System.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-12/5_Ways_to_Reduce_Risk_with_a_Document_Scanning_System.aspx 8d0982e6-2618-41c7-b840-2f2ce1a8fdf6 Wed, 12 May 2010 00:00:00 GMT What is Organice? <p>Want a quick “One Pager” about what Organice is, what it can do for your business and what the various components are?&nbsp; Here’s a nice little summary for you.&nbsp; For further information, check out the <a title="Organice - Project Document Management" href="http://www.clayko.com.au/Products_and_Services/Products/Organice.aspx">Organice product page</a> of our website.</p> <p><strong>Cadac Organice</strong> is a software suite for engineering document management and document control and is fully based on Microsoft SharePoint. Cadac Organice helps project driven engineering organizations to manage and share their (project) documents and to control their document distribution and tracking.</p> <p><strong>Cadac Organice Explorer</strong> is a smart SharePoint client providing all the fundamental document management functionality to create, store, search, retrieve, view, check in, check out, edit and revise documents. The user interface has a Microsoft Outlook look &amp; feel, making it easy to use for everyone. It integrates with Microsoft Office, Outlook and various CAD applications, including AutoCAD, Bricscad, Revit and MicroStation. It provides reference file management, title-block, e-mail and document properties linking with SharePoint metadata, and Advanced Document Creation. Users can view, redline and compare documents through an integrated viewer, and user can work offline, where changes are automatically synchronized when back online again.</p> <p><strong>Cadac Organice Transmit</strong> distributes multiple documents efficiently to multiple recipients at once and offers management information to document controllers who need to keep track of transmittals. A distribution matrix specifies exactly which recipient needs to receive which documents, and how many, and a distribution tracking list in SharePoint keeps track of who received what and when. Users can easily create distribution matrices by querying documents and recipients. When documents are updated, Cadac Organice Transmit automatically notifies the document controller which recipient needs to receive the updated documents.</p> <p>With <strong>Cadac Organice Workbox</strong> you can build productive serial and parallel state workflows in SharePoint to automate your business processes. Using the friendly graphical interface, users can simply drag and drop workflow states between the start and end point of the workflow, and define the routing from one state to another. Actions with activities will route the document or item to a next step in the workflow. Users or groups are assigned to an action, including their role and permissions. Workflows can be executed automatically or manually and the user gets visual feedback on the status and history of the workflow.</p> <p>With <strong>Cadac Organice Scan</strong> incoming correspondence and other hardcopy documents can be scanned and stored into the SharePoint document environment, making all documents centrally and digitally available to all users. Cadac Organice Scan can be used in combination with any scanning device, including small format and wide format scanners, standalone scanners and multifunctional devices.</p> <p><strong>Cadac Organice Publish</strong> can publish SharePoint documents to another library or site. Documents can be published in their native format, but they can also be converted into an independent format (e.g. PDF), so that they can easily be opened, viewed and annotated by others without the native application. Published documents can easily be distributed, accurately printed and securely archived for many years. Cadac Organice Publish can be initiated at any time through a custom SharePoint workflow, for instance to publish documents to any document library or SharePoint site for distribution, printing, archiving or to an extranet for external access.&nbsp;</p> <p></p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-06/What_is_Organice.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-06/What_is_Organice.aspx 654971b4-e15c-4f04-8f99-d5ff78c82ba1 Thu, 06 May 2010 04:04:53 GMT 9 Easy Things to Improve your SharePoint SEO and 6 to Avoid <p>Do you know if the search engines are finding your SharePoint web content? If your pages are not optimised, the search engines are going to have a hard time finding you. As a result, your website won’t rank as high as it could and you might be losing valuable business opportunities. Improving your Search Engine Optimisation (SEO) isn’t hard and can have many benefits.</p> <h2>Microsoft Recommends</h2> <p>A nifty article from Microsoft titled, <a title="Microsoft - SEO for Web Content on SharePoint Server 2007" href="http://msdn.microsoft.com/enus/library/cc721591.aspx">“How to Optimize SharePoint Server 2007 Web Content Management (WCM) Sites for Search Engines”</a> provides a goldmine of hints and tips to help get your MOSS content more visible to the search engines.</p> <ol> <li>Make sure to include plenty of keywords and key phrases throughout your page.</li> <li>Include a description that reflects the contents of the page. This might seem like redundant information but the search engines crawl descriptions.</li> <li>The higher your content is on the page, the more likely the search engines are to pick it up. Don’t bury your good stuff at the bottom.</li> <li>Search engines prefer hyperlinks but make sure they have descriptive text.</li> <li>Ensure your Meta tags accurately reflect the content of the page. The search engines have become perceptive and are now comparing content to the Meta tags. Too few or too many keywords act as a warning signal to search engines.</li> <li>Create descriptive page titles.</li> <li>Use the Robots Exclusion Standard.</li> <li>Take the time to utilise the proper codes to identify the elements of a page such as headlines, subheadings, titles, and lists.</li> <li>Make sure you have a sitemap</li> </ol> <h2>Fair Warning</h2> <p>While there are many things you can do to improve your SEO, there are also some things you should avoid doing.</p> <p></p> <ol> <li>Don’t give all your pages the same page title. This makes it impossible for the search engines to rank you.</li> <li>Don’t try to trick the search engines by stuffing your page with keywords.</li> <li>Don’t use complex URLs or bury your pages in a site. The search engines will have a hard time finding you.</li> <li>Keep your pages simple. Too many elements confuse the search engines.</li> <li>Do not use hidden text visible to search engines but not your visitors.</li> <li>Avoid using temporary redirects.</li> </ol> <h2>New for Microsoft SharePoint 2010</h2> <p>One nice feature of SharePoint 2010 is web analytics allowing you to monitor search terms and site usage. This will be particularly useful for companies wanting to remove unused sites. Additionally, it will give business valuable insight into how employees are using SharePoint.</p> <p></p> <p>With a little effort and some attention to detail, your MOSS 2007 WCM will provide rich content to the search engines improving your website rankings. SharePoint 2010 provides useful web analytics helping to improve the design and implementation of your site. For more useful hints, tips and techniques, visit our <a title="Microsoft SharePoint - Tricks &amp; Tips" href="http://www.clayko.com.au/Knowledge_Base/Tricks_and_Tips.aspx">Tricks &amp; Tips</a> page.</p> <p><strong>What things are you doing to improve your SharePoint SEO?</strong></p> <p></p> <p></p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-04/9_Easy_Things_to_Improve_your_SharePoint_SEO_and_6_to_Avoid.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-05-04/9_Easy_Things_to_Improve_your_SharePoint_SEO_and_6_to_Avoid.aspx d1b02663-e183-4f3b-9217-73b24178d387 Tue, 04 May 2010 00:00:00 GMT Clayko adds Organice to the SharePoint service offering <p>"I have a problem managing <strong>documents</strong> or <strong>CAD</strong> based drawings around a project, especially with <strong>external contractors or vendors</strong>?" </p> <p>"We just don’t know which document or diagram is the <strong>latest version</strong> and who within the <strong>project</strong> is working with that version?"</p> <p> </p> <p style="margin: 0cm 0cm 10pt;">These are the kind of issues we have been coming across when talking to businesses that deal with varying sizes of projects or managing who has what version of a document at any given time frame. This can have an enormous impact on managing the business internally and externally as well as implications around legal or audit needs.</p> <p style="margin: 0cm 0cm 10pt;">We were tackling these issues with several of our SharePoint implementations and although there are ways to configure and customise SharePoint to handle this we felt there must another good solution that could perform that role. So after investigating the markets and looking at several third-party vendors we decided that&nbsp;<a href="http://www.organice.com/EN/Company/Pages/default2.aspx" title="Organice">Cadac Organice</a> fit our needs and the needs of our clients, as well as providing some further excellent features to extend SharePoint for 2007 and the upcoming SharePoint 2010 release.</p> <p>So, <strong>Clayko</strong> is excited to add the <strong>Organice</strong> product suite to the <strong>services</strong> we offer to businesses across Australia. The product diagram (Figure 1) shows the major components with the <strong>Organice Explorer</strong> being the core piece providing a familiar “windows explorer” view onto your SharePoint repositories. With Organice Explorer 2010 just being released to integrate with the new Organice <strong>Workbox</strong> product providing an easy-to-use interface to create and track workflows within SharePoint.</p> <p><img alt="Organce 2010 Product Suite" src="http://www.clayko.com.au/Libraries/Product_Images/Organice_overview_1.sflb.ashx" /></p> <p><strong><em><span style="line-height: 115%; font-size: 10pt;"><span style="font-family: calibri;">Figure 1 – Organice product suite components</span></span></em></strong></p> <span style="font-family: cambria;"><span style="color: #4f81bd;"><span style="font-size: 18px;"></span></span></span> <h2> </h2> <h2 style="margin: 10pt 0cm 0pt;">Organice with SharePoint</h2> <p>Organice is 100% based on Microsoft <strong>SharePoint</strong> and will provide<strong> project based</strong> or enterprise wide Document Management features that will really help you make the most out of your <strong>SharePoint</strong> investment. <strong>Organice</strong> provides a host of extra features, most notably the <strong>transmit functionality</strong> to help businesses share and track key documents and CAD drawings with<strong> external vendors and contractors</strong>, as well as internally.</p> <p>&nbsp;</p> <h2>Marketing Organice</h2> <p style="margin: 0cm 0cm 10pt;">As part of a Marketing drive to promote <strong>Organice</strong> we ran several breakfast briefs in Perth and Sydney to demonstrate the major features of the product and discuss the benefits for your business.</p> <p style="margin: 0cm 0cm 10pt;"><strong>Guus Weitzel, International Marketing Manager</strong> was available to run the demonstration section of the sessions to support <strong>Clayko as a local Reseller</strong>.</p> <p style="margin: 0cm 0cm 10pt;">The breakfast events were a great success based on the excellent turnout of people from many verticals who were looking for a way to improve upon their existing document management system or were drawn to the <strong>transmittal functionality</strong> to manage sets of documents with external parties.</p> <p><span style="line-height: 115%; font-size: 11pt;">For more information on the Organice product suite or to attend the next breakfast session, please <a href="http://www.clayko.com.au/Sales_and_Contact.aspx" title="Contact Us">contact us</a>.</span></p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-04-29/Clayko_adds_Organice_to_the_SharePoint_service_offering.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-04-29/Clayko_adds_Organice_to_the_SharePoint_service_offering.aspx 734010e3-a9ef-4dce-ad36-b069104a0a3b Thu, 29 Apr 2010 05:48:07 GMT 3 Big Benefits of SharePoint 2010 <p>Are you ready for more collaboration in your SharePoint environment? We hope so because that’s the direction we see Microsoft moving.</p> <p>SharePoint 2010 has launched and the early reviews have been positive. The Microsoft strategy for SharePoint is concentrated on making it a more collaborative platform for users and businesses. While much as been written about the new features, it’s useful to examine how those features benefit your business. Microsoft identifies <a href="http://sharepoint2010.microsoft.com/product/Benefits/Overview/Pages/default.aspx" title="Benefits to usiing or upgrading to Microsoft SharePoint 2010">three key benefits to SharePoint 2010</a>.</p> <h2>Connecting People</h2> <p>By all accounts, Microsoft scored a big win by making SharePoint 2010 friendly to social collaboration. Getting people sharing data and communicating across more mediums is a key feature of the 2010 release. Welcome improvements in usability include consistent usage of a rich text editor employing the SharePoint Ribbon user interface. Among other things, SharePoint 2010 provides new or additional support for:</p> <ul> <li>Document collaboration</li> <li>Wikis and blogs</li> <li>RSS support</li> <li>Discussion boards</li> <li>Project task management</li> <li>Contacts</li> <li>Calendars and tasks</li> <li>Email storage and management</li> <li>Offline support for SharePoint Workspace 2010</li> </ul> <h2>Integration</h2> <p>SharePoint has suffered from all the hallmarks of good software. The business applications for it grew faster than the product could develop. As SharePoint became a strategic platform in many organisations, Microsoft struggled to keep up, until SharePoint 2010.</p> <p>SharePoint 2010 contains a scalable services architecture centralising services such as Search, Records Management and Metadata. Managed through a Central Administration, all content within SharePoint 2010 in now unified eliminating the tendency for departments to build their own silos of<br /> information.</p> <p>Importantly, these new content management features are persistent throughout the content lifecycle whether they are documents, web content or records. This helps with regulatory compliance, auditing, reporting, retention and governance issues.</p> <p>To make this all the more attractive, Microsoft has improved their search technologies making it significantly faster to find your data.</p> <p> </p> <h2>Customisation</h2> SharePoint 2010 is more open than ever. Behaving more like a platform than an application – an important distinction for this release – Microsoft has given more control to the user and third party applications. The main thrust is to allow end-users to customise the out-of-box platform making changes based on their required business tasks. SharePoint 2010 has tools and capabilities for nontechnical people that will allow them to address specific business needs more quickly and eliminate dependency on IT. <p></p> <p>Expect to see more third party applications being developed due to increasing integration and social media support.</p> <p> </p> <h2>Early Days</h2> <p> The real power of SharePoint 2010 will be revealed as companies start to roll out the release and exploit the new features. Microsoft has been very clear the future of SharePoint is based on a model of collaboration. This will only increase the efficiencies and cost savings attached to document management, records management and EDM using a SharePoint solution.</p> <p>What benefits do you anticipate SharePoint 2010 will provide to your operation?</p> <p></p> <p></p> <p></p> <p></p> <p></p> http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-04-27/3_Big_Benefits_of_SharePoint_2010.aspx Clayko Group http://www.clayko.com.au/Blog_News_and_Events/Company_Blog/10-04-27/3_Big_Benefits_of_SharePoint_2010.aspx 8b73dfe2-ba1f-4471-b08b-d9caaf291087 Tue, 27 Apr 2010 00:00:00 GMT