1. SharePoint, InfoPath, Office System 2003 Martin Bald mbald@microsoft.com

2. Agenda Current Environment Current Environment Business Concerns Business Concerns SharePoint Team Services SharePoint Team Services SharePoint Portal Server SharePoint Portal Server InfoPath InfoPath Summary Summary

3. Today’s Information Challenge From “The Knowledge Worker Investment Paradox” Gartner research 7/17/2002 More than 80% of enterprise's digitized information reside in individual hard drives and in personal files Individuals hold the key to the knowledge economy and most of it is lost when they leave the enterprise Employees get 50%-75% of their relevant information directly from other people

4. Key Business Concerns Team efficiently and effectively Team efficiently and effectively Protect sensitive company information Protect sensitive company information Improve employee productivity Improve employee productivity Provide better and more timely access to information Provide better and more timely access to information Reduce current “islands” of information Reduce current “islands” of information

5. Office System Value Self-contained collaboration site Scalable workspace platform Web Part infrastructure Free! “Umbrella” Search across intranet and extranet. Manage, organize & provision SharePoint sites Back-end integration Far greater number of web parts Check in/check out & versioning from Office 2003 programs Create and use document & meeting workspaces from Outlook 2003 Access SharePoint site content from task panes Smart Teams Smart Organizations Smart Tools

6. Collaboration Collaboration Office 2003 Integration Word, Excel, PowerPoint:   Save to WSS / Portal   Check In / Check out Excel:   List edit / update Access:   List as data source Outlook:   Live Attachment   Meeting Workspace   Open Calendar   Open Contacts FrontPage:   WSS and Portal editing   Web Part creation

7. Windows SharePoint Services Key Features   Free!   Delegate and track site creation & administration   Granular security roles and access control   Automated quota enforcement and archiving   Web farms, clustered data   Administration via web, command line or Object Model

8. Microsoft Office SharePoint Portal Server 2003 Key Features   Aggregate, organize, manage and provision SharePoint sites   Enterprise Application integration   MySites   Audience targeting   Search or browse for documents, websites, teams and people   Search web servers, secure web servers, file servers, Exchange Public Folders, Lotus Notes and SharePoint sites   Scalable, distributed architecture with enterprise capabilities   Personalization, search, audience targeting, topics, Single Sign On, BizTalk Server & adaptor integration available out of the box  .Net Framework extensibility

9. Connecting Business Processes Connecting Business Processes Unlock Your Organization’s Information Assets Microsoft Office 2003 allows your company to   Provide more people better visibility into business information   Easily gather and reuse information across business processes and organizations Connecting People Connecting Information Connecting Biz Processes

10. Connecting Business Processes – Before Salesperson enters sales and customer information, submits orders in custom sales app Engineering waits for data from sales and manufacturing systems Connecting People Connecting Information Connecting Biz Processes Manufacturing stores data in custom LOB application Management waits for reports and analysis from sales, manufacturing, engineering, etc.

11. What is InfoPath? A new program in Microsoft Office System A new program in Microsoft Office System  Included in Office Pro Ent. Ed. 2003  Available standalone A desktop application A desktop application The platform for a new generation of electronic forms The platform for a new generation of electronic forms

12. Why Do Electronic Forms Matter? Forms drive business processes Forms drive business processes  Inefficiencies and inaccurate information cause significant negative downstream effects Forms hide the complexities of processes Forms hide the complexities of processes  Electronic information capture helps streamline the complex processes sitting behind forms Forms are everywhere Forms are everywhere  People in your organization are inundated by forms – expense reports, benefit statements, etc.

13. Customer Challenges Manual processes Data re-entry costs Data re-entry costs  Data re-entry is inefficient and costs money  Employees spend time “shuffling paper”  Associated errors Errors and rework Errors and rework  Employees spend time tracking down issues  Long cycle times affect customer / employee satisfaction No visibility into processes & difficult to access info No visibility into processes & difficult to access info  Cannot see process status  Inability to efficiently share information across systems

14. Customer Challenges Custom and/or web applications Cost of deploying the solutions Cost of deploying the solutions  Difficult to integrate solutions with multiple systems  Programmers required Inability to adapt to business needs Inability to adapt to business needs  Hard to modify solutions once deployed  Difficult to address changing market conditions Difficult for end-users to use Difficult for end-users to use  Training is difficult and costly  Limited ability to capture rich information  Employees often end up “going around” the system

15. Example Scenario – Enterprise Sales data collection Before InfoPath With InfoPath 1 sales call = 4 user inputs Information silos Lost productivity Data entry errors 1 sales call = 1 user input Information shared across org Improved efficiency Accurate, valid information CRM ERP AP

16. 1 rich, dynamic InfoPath form Consistent, accurate, timely info Readily accessible Easy to aggregate via WSS Inconsistent input methods Difficult to keep track of status Painful to reconcile info across team Hard to share info among team Microsoft® Windows® SharePoint™ Services (WSS) InfoPath 2003 Example Scenario – Workgroup Team / Department Status Report Before InfoPath With InfoPath

18. Instant Access To Data Word Document XML XML XML Xpath Connecting People Connecting Information Connecting Biz Processes

19. Decision-making Based On The Latest Data Connecting People Connecting Information Connecting Biz Processes

20. Connecting Business Processes – After Salesperson enters sales and customer information, submits orders via InfoPath Manufacturing publishes data in XML for easy re- use Engineering analyzes data from sales and manufacturing from Excel Management gets updated reports and information at his desktop Connecting People Connecting Information Connecting Biz Processes

21. Scenarios

22. Sample customer scenarios Horizontal business processes Accounting and financial management Budget approvals Budget approvals Asset management Asset management Policy management Policy management Human Resources Time, attendance and expense management Time, attendance and expense management Applicant tracking Applicant tracking Benefits administration Benefits administration Performance management Performance management Sales and Marketing Marketing collateral management Marketing collateral management Sales account management/lead tracking Sales account management/lead tracking Sales proposal generation Sales proposal generation Customer satisfaction management Customer satisfaction management Business development management Business development management Customer Service Field service Field service Customer contact center (help desk) Customer contact center (help desk) Project Management Project tracking Project tracking Task assignment Task assignment IT Management Software deployment management Software deployment management Service request management Service request management Production Management Materials/specification changes Materials/specification changes Problem resolution management Problem resolution management Production best practices Production best practices Inventory Management Inventory Management

23. Healthcare Clinical trials Clinical trials HIPAA compliance management HIPAA compliance management Emergency room patient management Emergency room patient management Care management Care managementGovernment Capital asset budget approval Capital asset budget approval E-grants E-grants Case/audit management Case/audit management State patrol processing State patrol processing Business tax filing Business tax filing Leave processing Leave processing Field intelligence tracking Field intelligence tracking Financial Services Insurance claims management Insurance claims management Insurance policy issuance Insurance policy issuance Loan application Loan applicationLegal Conflict of interest management Conflict of interest management Media and Entertainment News editorials News editorialsConstruction Home design Home designRetail Recipe materials management Recipe materials management Sample customer scenarios Industry-specific business processes

24. InfoPath Customer Benefits Gather information more flexibly and accurately Gather information more flexibly and accurately  Data validation, conditional formatting, rich authoring  Dynamic form controls (e.g., repeating sections)  Offline & email support Connect people, info and processes more effectively Connect people, info and processes more effectively  Out-of-box support for XML and XML Web services  Support for customer-defined schema  Integration with Windows SharePoint Services (WSS) Develop & deploy info gathering solutions more easily Develop & deploy info gathering solutions more easily  Rapid solution creation from existing schemas, XML Web services, etc.  Silent install of forms and automatic versioning  Validation & conditional formatting capabilities w/o code

25. Resources External Site http://www.microsoft.com/sharepoint Find Web Parts and templates to the Web Component Directory http://www.microsoft.com/sharepoint/webparts Visit our community websites http://www.microsoft.com/sharepoint/community/ Sharepoint Help - http://team/sites/sprangers/default.aspxhttp://team/sites/sprangers/default.aspx External InfoPath site and newsgroup:   http://www.microsoft.com/infopath http://www.microsoft.com/infopath   newsgroup: microsoft.public.infopath

26. © 2003 Microsoft Corporation. All rights reserved. www.microsoft.com/office/infopath