Clayko News

Community Mutual Group Customer Presentation Prize Winner

clayton — Mon, 21 Jun 2010 08:42:17 GMT

Friday 18th June, Hilton - Sydney NSW

SharePoint and KnowledgeLake user, Community Mutual Group (CMG), presented at the Hilton Sydney to an audience of credit union and bank management. Rob Hale, Senior Manager Strategy and Projects, discussed the benefits CMG have realised from their end-to-end solution delivered by Clayko Group.

Clayko Group would like to extend the warmest thanks to Rob and the entire CMG team who worked behind the scenes to make this possible.

As part of the day, attendees were asked to complete and scan their feedback forms. Through the use of KnowledgeLake DocEncrypt, they were able to find out whether their feedback form had won them a bottle of Moet & Chandon. This was kindly provided by Clayko's scanning supplies partner ACA Pacific.

We're pleased to announce the winner as Susan Rennie from MacQuarie Bank!

Congratulations Susan on your win! We trust there are many people offering to help you drink your winnings.

If you would like to view the slide deck and learn more about the benefits Clayko delivered to CMG, please do not hesitate to call Clayko.

KnowledgeLake and SharePoint Provide Complete Enterprise Content Management Solution for Regional Credit Union

Clayton — Thu, 03 Jun 2010 03:44:26 GMT

Client: Community Mutual Group (formerly New England Credit Union) www.communitymutual.com.au

About the Client

The Community Mutual Group (CMG) is the group trading name of three regional Credit Union brands– New England Mutual, Orana Mutual and Hunter Mutual – that service regional NSW.

It is the largest inland regional community Credit Union in Australia with a member base of approximately 70,000 members and an asset base of almost $1 billion. The recent mergers with Orana and Hunter Mutual has created a period of rapid growth, and a further challenge in integrating multiple business systems across the group.

Project Overview

With 28 branches and four agencies, CMG recognised the need to find and implement an Enterprise Content Management (ECM) system to help control their expanding business and provide better service to their 70,000 members.

Client Requirements

Working with heavily paper-based business processes, CMG wanted to ensure timely delivery in their loan approvals process and in customer service-related activities.

Client documents were not always readily available, and each branch held paper-based documentation for clients. Signature records were spread across the full network of branches, meaning delays in customer service when customers visited branches away from their home town. Searching through paper files was time-consuming, and the cost of storing and distributing paper documents was excessive.

For customers wishing to use the services of a different branch to their original one, all signatory documentation needed to be faxed through from the original branch. There were multiple paper-based files containing member documents.

CMG also needed a system that would assist meeting compliance with their regulatory body, the Australian Prudential Regulatory Authority (APRA).

CMG had recently acquired Microsoft Office SharePoint Server (MOSS), and was keen to leverage this as a platform; however SharePoint alone did not offer the ECM controls required. Also, the adoption rate of the new SharePoint system was poor, with users not readily taking on the new system.

The solution needed to allow the digitisation of physical documents including signature records, loan and credit card applications, as well as capturing electronic documents like emails, Word and PDF documents. All documents would then need to be stored centrally to enable easy retrieval and viewing by authorised users.

Our Solution

CMG selected Clayko Group, a Microsoft Gold Certified Partner, as their partner to provide the solution that would give users the means to scan and digitise physical documents at the point of creation, as well as capture electronic documents, and to store and retrieve them using SharePoint.

CMG chose Clayko Group with KnowledgeLake over other ECM solutions based on:

experience with the Financial Services sector and
experience with bulk scanning
integration with Microsoft Windows
functionality matching the level of complexity required

Clayko Group worked with CMG to create a robust and easy-to-use solution for document capture. The solution includes products from KnowledgeLake (a Microsoft Managed Gold Certified Partner) Microsoft Office SharePoint Server 2007 and Kodak.

Clayko Group implemented an end-to-end document management solution using

KnowledgeLake Capture
KnowledgeLake Connect
KnowledgeLake Capture Server; and
KnowledgeLake Imaging Server

These four products are part of KnowledgeLake’s suite of document imaging, document capture, and workflow products and solutions designed to work with Microsoft SharePoint technologies.

The solution also included supplying Kodak i1320 and Kodak i1420 duplex scanners to scan documents onsite at each branch and in their head office.

Using KnowledgeLake Capture documents were scanned with the software enabling them to be indexed according to important document information (metadata) such as type of loan, member number, first name and last name. The completed scans are housed on a dedicated SharePoint Server that is accessible from every CMG branch. The use of metadata in the indexing process means that CMG can now search through hundreds of thousands of documents with very specific search terms, and find the right document, in seconds.

Using Clayko Group’s Scanning Bureau services, CMG was able to digitise years of current and archive documentation for over 70,000 members in the space of three months. With more than 55,000 signature records and 30,000 loan files, this amounted to over 1.5 million images scanned, indexed and uploaded to SharePoint in just 12 weeks.

Outcomes

The implementation of KnowledgeLake as part of CMG’s SharePoint as ECM installation means that business processes involving document handling has been greatly decreased. Where previously branches would have daily courier deliveries of paperwork to head office, now they scan and index files at each branch. This has significantly reduced the amount of time between document creation and upload to a central repository, and also the costs involved with couriering documents.

Customer service has also been improved through the implementation of KnowledgeLake, due to the access to signature records within SharePoint. Where branch staff previously had to search through paper customer records, or contact other branches to send fax copies of signature cards through, branch staff can now access signature cards from any branch, within seconds, regardless of where the original document is housed.

Community Mutual Group’s Head of HR and Organisational Development Valerieanne Byrnes said, “At CMG we pride ourselves on being a community business. Our staff are empowered to make business decisions locally and we needed a document management system that would support this. KnowledgeLake and SharePoint allow us to easily and securely access customer information, regardless of the branch they enter.”

“Working with Clayko Group has facilitated our continuing shift from a paper-based document management system to an electronic content management system.”

The solution went live in January 2010 and as a result of the KnowledgeLake/SharePoint implementation, CMG are now moving towards being a completely paperless business.

About Clayko Group

Clayko Group has provided systems and services to Australian business and government since 1981. With expertise in Document Management, from scanning of paper documents to fully hosted electronic document and records management solutions, Clayko Group has a wealth of experience implementing document imaging solutions and enterprise content management systems for Australian organisations. Clayko Group is the Australian partner for KnowledgeLake in Australia and New Zealand.

For more information visit www.clayko.com.au

Clayko attains new Microsoft Competency - Web Development

Phil Duffy — Thu, 27 May 2010 01:01:19 GMT

Clayko is pleased to announce that we have recently added the Web Development competency under our Gold Partner status with Microsoft. This skillset of this competency is enhances our other product and services offerings, especially around Microsoft SharePoint.

Announcing KnowledgeLake DocServer

Clayton Dorrington — Wed, 19 May 2010 02:54:35 GMT

Clayko Group are proud to announce the arrival of KnowledgeLake DocServer, another cutting edge document management solution from industry leader KnoweldgeLake. Docserver provides SMB's an entry point to an enterprise grade document management system. The DocServer provides cutting edge technology utilizing Microsoft SharePoint back end to the SMB marketplace.

DocServer includes a desktop style interface as well as much of the functionality of KnowledgeLake Imaging for SharePoint 2010, including:

Enhanced Search Interface including faceted searching
Silverlight based document viewer
Simple administrative interface
DocEncrypt for sensitive data

The price point makes the application attractive to customers ranging from 5 to 50 information workers. This is a solution designed for a customer who either have limited intentions of adopting SharePoint across the company, or those wishing to start very small with simple document management and possibly migrate to a full SharePoint implementation sometime in the future.

Contact Clayko Group today to learn more about DocServer

KnowledgeLake for SharePoint 2010

Clayton Dorrington — Thu, 13 May 2010 05:41:50 GMT

ST. LOUIS, MO -- 12/05/10 -- KnowledgeLake, Inc., a leading provider of document imaging, capture, and workflow solutions for the Microsoft SharePoint Server platform, has announced the latest release of its product suite for Microsoft® SharePoint® Server 2010. Microsoft Corp. launched SharePoint Server 2010 in a separate announcement today.

KnowledgeLake provides an affordable, platform-based solution for managing unstructured content directly within SharePoint Server 2010. KnowledgeLake is an enterprise scalable and comprehensive SharePoint Server 2010 Enterprise Content Management (ECM) solution for capturing, indexing, searching, viewing, securing, routing, and annotating mission critical electronic content.

"KnowledgeLake is an experienced partner for scanning and capture for SharePoint Server 2010," said Ryan Duguid, senior product manager on the Enterprise Content Management Team at Microsoft Corp. "They have built their solution entirely on the SharePoint Server platform, providing a consistent user experience and helping organizations drive value from their existing technology investments. KnowledgeLake specializes in scanning and capture, has a deep understanding of the SharePoint Server platform, and has a rich heritage in the ECM industry."

KnowledgeLake is Microsoft's 2009 partner of the year in two categories: Enterprise Content Management and Forms Development, and Independent Software Vendor/Software Solutions.

KnowledgeLake Imaging for SharePoint Features Powerful New Search Center

KnowledgeLake Imaging for SharePoint v4.0 is the cornerstone of the 2010 suite. It features the new KnowledgeLake Search Center that extends the built-in SharePoint Server search capabilities, and uses the latest Microsoft Silverlight technology. KnowledgeLake Imaging has an improved user interface with a tabbed navigation, the ability to display multiple queries in the tabs, and users can now search document text and metadata within a single query.

The KnowledgeLake Search Center also leverages the new SharePoint Server 2010 Business Connectivity Services (BCS) capability. BCS makes it possible to access and use data in applications and databases outside SharePoint Server. Search Center queries can search these sources in addition to other SharePoint content. The KnowledgeLake Search Center also introduces powerful new ways to display query results by grouping and filtering columns, and by supporting the new SharePoint Server document set content type.

KnowledgeLake Document Viewer built with Silverlight 4

The KnowledgeLake Document Viewer contains advanced features such as a find similar search based off document properties and the ability to view multiple documents at once. The viewer also provides the ability to display Document Sets.

"Microsoft has given us a powerful new foundational ECM platform in SharePoint Server 2010 and thanks to our close working relationship with the SharePoint team, we have been able to leverage great new features such as Business Connectivity Services, Document Sets and Robust Records Management and Compliance in products we are announcing concurrently with today's launch of SharePoint Server 2010," says Chris Caplinger, Chief Technology Officer of KnowledgeLake, Inc. "Because our products are built within the SharePoint Server platform, rather than as replacements or external add-ons, everything looks, feels and works as a single, reliable, scalable solution, whether you are a SharePoint user or administrator."

Deployment and Administration

Since KnowledgeLake Imaging for SharePoint is built to be an integral part of the SharePoint architecture, it installs as a SharePoint solution deployment package. An administrator can install it on a single server and configure it from SharePoint Central Administration. Then configuration settings automatically replicate to all farm Web servers.

KnowledgeLake Capture and Connect are SharePoint Server 2010 Ready

The capture components of the KnowledgeLake product suite have been updated to take advantage of the new features in SharePoint Server 2010, such as Managed Metadata, Business Connectivity Services (BCS) and list validations. However, all KnowledgeLake products will maintain their full features and functionality whether installed within Microsoft SharePoint Server 2007 or SharePoint Server 2010.

A Comprehensive ECM Solution

Since 2003, KnowledgeLake has been solely focused on helping companies lower their operating costs by leveraging SharePoint Server, a platform for ECM solutions. The new KnowledgeLake 2010 product suite continues this focus.

"Microsoft SharePoint Server 2010 will continue to dominate the ECM industry," says Ron Cameron, President and co-founder of KnowledgeLake, Inc. "And the KnowledgeLake SharePoint Server 2010 products will continue to push the envelope on cost savings and benefits when compared to other legacy ECM solutions. Our solution is very affordable, highly relevant, and very capable of replacing many of the legacy ECM applications that devour corporate IT budgets. We have deep experience and have learned the best practices necessary to design and deploy large scale SharePoint ECM solutions for any size organization and for many different business applications."

Availability

The KnowledgeLake SharePoint Server 2010 Suite will ship in the second quarter of 2010. For more information, visit www.knowledgelake.com.

KnowledgeLake, Inc. develops document imaging related products and solutions for Microsoft SharePoint Server. KnowledgeLake extends the ECM capabilities of SharePoint, enabling businesses to reduce mailing costs, streamline operations, and achieve regulatory compliance using familiar Microsoft products that most businesses already own and use. KnowledgeLake products and solutions are deployed globally in thousands of organizations in many different horizontal and vertical industry sectors including public sector, healthcare, financial services, transportation and more. For more information, visit http://www.knowledgelake.com.

For additional information:

Julie Lintner
Director of Marketing
KnowledgeLake, Inc.
314/898-0568

KNOWLEDGELAKE AUSTRALIAN PARTNER

Clayko Group are an Australian KnowledgeLake partner. Clayko are document management experts who specialise in SharePoint. We enable customers to obtain the paperless office and effectively manage corporate governance. Clayko has deployed solutions across many different industries including telecommunications, insurance, finance, mining, oil & gas and more. For further information, please visit www.clayko.com.au

For additional information:
Clayton Dorrington
Manager of Special Projects
Clayko Group (Australian KnowledgeLake Partner)
+61 8 9385 2059

Clayko becomes BPOS (Business Productivity Online Suite) Partner

Clayko — Tue, 11 May 2010 00:32:34 GMT

Clayko has partnered with Microsoft and Telstra to provide BPOS to the Australian and New Zealand market as part of our extensive hosting suite.

For as little as $16.95 per user per month* you can have Microsoft Exchange, Microsoft SharePoint, Office Communications Server (Including Live Meeting) and Microsoft Dynamics CRM online. Microsoft Business Productivity Online Standard Suite (BPOS) is a set of messaging and collaboration solutions hosted by Microsoft, designed to give your business streamlined communication with high availability, comprehensive security, and simplified IT management.

Contact Clayko today to find out how this can make your business more productive.

*price is subject to change; support is excluded ; a 12 month minimum contract will apply.

Going Undercover to Learn How Your Operations Really Work

Sylvia Feldman — Thu, 15 Apr 2010 06:43:39 GMT

We go into businesses all the time who are looking to "automate their business processes" and the first thing we try and convey to them is that they should be looking to "automate and improve their businesses processes"!

This can only be done by clearly understanding the current processes and then analyse them to see where improvements can be made, then how those stages in a process can be automated or digitised!

A good article about this: Going Undercover to Learn How Your Operations Really Work

Clayko Group Secures Government ICT Agreement

Clayton Dorrington — Wed, 14 Apr 2010 02:19:49 GMT

Clayko Group is pleased to announce it has been accepted to provide IT services to West Australian Government under the new Information and Communications Technology (ICT) services Common Use Agreement (CUA) 14008.

This formal acceptance is important, to enable us to comply with the mandate that all West Australian government buyers in the metropolitan region procure IT services through companies who have attained the ICT Services CUA. It replaces the SPIRIT procurement system for which Clayko was also a supplier.

“The new ICT Services CUA greatly simplifies the Government procurement system and provides greater freedom for Government to choose the services of trusted and reputable companies, such as Clayko Group, without having to negotiate the complex SPIRIT framework” explains Clayko Group Sales Manager, Clayton Dorrington.

Under the agreement, Clayko Group can supply ICT Project Management Services and Business Solutions Services. Mr Dorrington explains, “Our agreement allows Government to take advantage of our full range of services and software including scanning, hosting and delivery of other Microsoft solutions.”

“The CUA also means Government can choose to deal with reputable suppliers on the CUA rather than forced to use the cheapest quote “.

The ICT Services CUA 14008 runs to September 2012 and includes two, three year extension options.

AIIM: SharePoint continues to have a big impact on ECM

Ron Miller — Thu, 08 Apr 2010 00:57:32 GMT

The impact SharePoint 2007 had on the ECM market is still being felt today and with the release of SharePoint 2010 just around the corner, the impact and increased governance features will help with the uptake and management throughout the enterprise.

Full article: AIIM: SharePoint Continues to have a big impact on ECM

Organice explores SharePoint for project based industries

philduffy — Thu, 11 Mar 2010 07:15:47 GMT

Cadac Organice BV has introduced its 2010 Suite, which aims to enhance the document management capabilities of SharePoint for architecture, engineering and construction and other project driven engineering industries.

The new version comes with Cadac Organice Explorer 2010, a smart client to SharePoint that is developed in Microsoft .NET 3.5 technology.

Full article: http://idm.net.au/blog/007686-cadac-organice-explores-sharepoint

Organising SharePoint

Sahil Malik — Wed, 03 Feb 2010 07:21:35 GMT

10 Things You Wish They Had Told You, Part 1

First of a two-part article covering 5 things from an architect and management point of view for projects using SharePoint Server 2007.

10 Things You Wish They Had Told You, Part 2

Second of two-part article covering 5 things targeted specifically to SharePoint Developers.

Document Management = Records Management?

David Roe — Wed, 03 Feb 2010 07:17:08 GMT

6 Ways Document Management and Records Management Differ

Your existing Document Management system will most likely support your records management requirements without the need for additional software. Read this article to discover the key differences in the two functions.

New Clayko Website goes LIVE!

Clayko Group — Thu, 28 Jan 2010 03:21:00 GMT

Thanks to the efforts of Ryan Briggs - Web & Print Creative and Sarah Mitchell of Global Copywriting, Clayko Group has a fresh new website. Our ambition is to keep the new site up to date with the Hot Topics & Announcements. We hope you enjoy our new online presence as much as we do...

Governance & SharePoint

Joel Oleson — Mon, 25 Jan 2010 00:36:43 GMT

Avoid Newbie Mistakes: 10 Steps to Successful SharePoint Deployments.

Speak about governance and people often begin to worry about how much interference they will suffer as a result. This article describes how you can find balance in your deployment, keeping both users and IT happy.