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Archive for tag: SharePoint

SharePoint for Insurance

October 26, 2011

Last month I was invited to speak at the IASA Mid-West Regional Chapter about Microsoft SharePoint, what it is and what it means for insurance carriers.

I started my presentation by mentioning that SharePoint is actually many things and, more specifically, different things to different people.

According to Microsoft, SharePoint makes it easier for people to work together, set up Web sites to share information with others, manage documents from start to finish, and publish reports to help everyone make better decisions.

According to Wikipedia, it is a replacement for multiple web applications that supports various combinations of enterprise website requirements.

Here's my own stab at describing it:

• It's a web site.
• It's a tool to create web sites.
• It's a container for "stuff"
• It's a tool to collaborate on, organize, protect and sh... Read more

Better Together – A tale of SharePoint, InfoPath, CRM... and Xpertdoc!

December 10, 2009

The power of a great platform is that it allows you to achieve amazing results quickly and easily. As a case in point, I would like to describe to you this monthly client reporting process that was recently implemented by our professional service team.

Requirements

Monthly activity reports are sent to clients to let them know of what happened in their projects, what cases were opened and closed, what is the status of their bank of hours, etc. Done manually, this was a tedious and error-prone system that was challenging to complete in a timely manner following each month's end.

Technology Featured

• DOVICO Timesheet
• Microsoft Dynamics CRM
• Microsoft Office SharePoint System (MOSS)
• Microsoft InfoPath
• Microsoft Word 2007
• Xpertdoc Solution for Document Output

Usage Scenario

1. At month... Read more

SharePoint 2010 Key Highlights

November 4, 2009

SharePoint is undeniably one of Microsoft's most successful products; one that Rob Koplowitz of Forrester says has striking resemblances in its impact to what the PC did for the Redmond-based company a few decades ago.

The 2010 release of this powerhouse collaboration platform takes all the good things that were already present in earlier releases and literally pushes them to the next level. Here is a quick recap highlighting some of the most significant of these improvements:

Improved Data Access

From web services to REST to the Business Connectivity Services and WSRP, enterprise developers now have vastly improved means of accessing and working with data captured into or exposed through SharePoint.

SharePoint Designer Coming of Age

Now freely available and incredibly improved, this add-on tool allows non-programmers to develop SharePoint sites quickly and easily.

More Deployment and Usage Scenarios