Showing posts with label SharePoint management. Show all posts
Showing posts with label SharePoint management. Show all posts

Tuesday, December 24, 2013

How SharePoint Workflow helps in document management

Workflow is the automated process of the documents through a sequence of actions or tasks that are related to a business process. Workflows can be used to consistently manage common business processes within an organization by attaching business logic to documents or items in a SharePoint list or library.

If you are using SharePoint for document management you need to have workflow. The SharePoint management feature helps you to manage your documents efficiently and to achieve that purpose you need to use SharePoint workflow because it helps in streamlining the cost and time required to coordinate common business processes, such as project approval or document review and managing and tracking the human tasks involved with these processes.

The most important solution for document management that SharePoint has ever built is Document Management Workflows. SharePoint Workflow are added to a document library to manage a group of people working together within a company. This tool allows members of the group to complete various tasks that need to be done by different individuals on the same document like approval tasks, send email alerts to the participants with task instructions and a link to the document to be approved and so on. While the workflow is in progress, the workflow owner and the workflow participants can check the Workflow Status page. When the tasks are completed by the participants, the workflow ends, and the owner is automatically notified about it.

Types of documents that are usually processed in a SharePoint Document Management Workflow are:
  • Accounts Payable Documents: Invoices, Bills
  • Accounts Receivable Documents: Terms of Sale, Credit Card Authorization Form
  • Legal Documents: Contracts, Personal Documents


Thursday, November 28, 2013

How to secure SharePoint environment

Generally, organizations find it difficult to control the SharePoint management system which is required to meet the critical management challenges like- control site sprawl, and view and edit permissions easily across entire SharePoint environments. It equips organizations with the deftness and control required to easily meet these critical management challenges in SharePoint Application Development.

SharePoint management is needed

  1. To manage information governance and security policies on risk-defined content.
  2. To provide an easy control on settings, configurations, and security policies at any SharePoint object level.
  3. To move, copy, and restructure SharePoint apps, content, sites, and topology within or across environments 
  4. To automate the deployment of customizations and configurations within or across SharePoint farms.
  5. To replicate content, configurations or security settings across SharePoint environments.


Developing SharePoint apps

SharePoint application development is easier with SharePoint 2013 which gives a strong development platform for building solutions and apps addressing different requirements and fulfills the needs of businesses. The SharePoint platform enables you to develop applications that have the following features:

  • Scalable- SharePoint allows you to add applications and features as needed to meet growing demands. 
  • Collaborative- this feature of SharePoint allows you to create workspaces where people share ideas, documents, and other important documents.
  • Content-driven- SharePoint allows you to create and publish content that is customized according to the needs of the users.


Wednesday, November 20, 2013

Use SharePoint for Content Management

There are various SharePoint service offerings like Consulting, Implementation, Applications and Solutions set which provide organizations opportunities to leverage management strategies and cost effective business tools.

The SharePoint management system provides various tools to help organizations to organize, discover, build and manage business processes more smoothly and efficiently and to manage various other important tasks like data backup, security, facilitate knowledge sharing and managing of digital assets.

Enterprise Content Management (ECM) is one such offering in SharePoint which relates to Document Management, Records Management and Compliance and Rich Media Management.
Companies find it difficult to deal with and mange lots of data. They spend an inordinate amount of time searching for required data and putting it to good use. ECM in SharePoint helps the organizations with their document management needs and saves their valuable time.

Advantages of Using SharePoint to Manage Content
  • Content is placed in a central repository. Authors are encouraged to store all content in the repository
  • Authors can search, sort, and filter existing content
  • Content is locked while being edited
  • Metadata can be leveraged at a document level
  • Metadata for graphics/media is available
  • Version history is maintained (major and minor plus comments)
  • Easily manage documents and help ensure integrity of content
  • Take file sharing to a new level with robust storage capabilities
  • Reduce the complexity of securing business information