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ImageNow &
Microsoft SharePoint:
Five Ways They Work Well Together
2
With SharePoint 2010, the latest release of
Microsoft’s Business Collaboration Platform
software, the technology giant has moved closer
to the turf of established enterprise content
management (ECM) providers, such as
Perceptive Software.
Is this a figurative fork in the road for companies
that use both ImageNow from Perceptive
Software and SharePoint, meaning they should
choose one or the other for document
management? Not necessarily, and here’s why:
~~ Both offer out-of-the-box functionality —
but for different types of functions.
~~ Although elements have been added to
SharePoint, it still lacks features needed
for an end-to-end process and content
management solution, especially of
professional-grade, transactional content
that drives core business operations.
~~ ImageNow and SharePoint can work
together, and companies that use them
both would be better served using the
solutions’ respective strengths to improve
business processes.
Here are a few ways ImageNow and SharePoint
can happily coexist — and even complement
each other — in today’s content-laden
organizations.
ImageNow 
Microsoft SharePoint:
Five Ways They Work Well Together
Perceptive Software uses
decades of experience in
creating innovative process
and content management
solutions to simplify
routines that are critical to
an organization’s well-being.
ImageNowMicrosoftSharePoint
3
1Use ImageNow to manage
business processes that
have recurring workflow
rules and large volumes
of documents.
ImageNow was designed to manage high
volumes of transactional content. ImageNow
workflow makes it easy to create, manage and
modify document- and project-centric
workflow queues and routing rules for
high-volume processes, such as invoice
processing. Beyond workflow, additional
business process management (BPM)
functionality can help you stay in control
of business operations, model and automate
processes, and generate valuable ideas for
improvement.
Scalability is not an issue because ImageNow
is designed specifically to handle volumes
of content. There are no integration issues,
either, because ImageNow integrates with
nearly any application without programming
and offers prebuilt connectors for deep
integration with ERP platforms. You also can
connect ImageNow with components running
on a mix of OS platforms, including Windows,
Linux, AIX and Solaris — without enlisting a
consultant or third-party solution provider.
These and many other features explain why
customers worldwide trust Perceptive Software
to optimize processes that are critical to their
organizations’ well-being. And why ImageNow
is widely used in industries such as higher
education and healthcare where access to
documents and information is of paramount
importance.
Use SharePoint to manage
collaborative processes that
have a lower volume of
documents with dynamic
content.
In its earlier iterations, SharePoint was designed
to be a tool for web-based team collaboration.
Even now, this is still one of the easiest ways to
use SharePoint without bringing in third-party
solution providers. For projects in which team
members will be working simultaneously on
documents, you can create a new SharePoint
site and, with its strong integration with
Microsoft Office applications, manage all the
resulting versions of documents and keep team
members apprised of changes.
2
SharePoint offers outstanding
features for managing
collaborative processes and
keeping work teams informed
and on target.
4
3 4Use ImageNow to manage
documents and processes;
use SharePoint to allow
authorized users access
to forms and documents
they need.
Get the best of both solutions by using
ImageNow to manage documents and
processes, and give access to others across
the enterprise through a SharePoint site that
is used as a portal or intranet.
Here’s an example: A company uses Oracle’s
PeopleSoft application to manage its human
resources functions, including benefits and
payroll analytical reporting. ImageNow
integrates seamlessly with PeopleSoft,
streamlining paper-intensive processes and
allowing HR staff members to work with forms
and software they’re already familiar with.
ImageNow also integrates seamlessly with the
SharePoint site that allows employees single-
click access to authorized digital images and
electronic documents in their own personnel
files. Without help from the HR staff,
employees can see how many deductions
were taken on their tax forms, review their
contributions to the company’s investment
plan, or print a copy of their annual review
document. Employees also can input
information from the SharePoint site using
an embedded ImageNow eForm. This action
can kick off a business process that is managed
in ImageNow.
Similar setups — with ImageNow managing
the process and SharePoint allowing access
— can be used for external processes such as
vendor management programs. Other internal
processes that require input from remote
locations, such as invoice and contract
approvals or submission of expense reports,
also can be streamlined using ImageNow and
a SharePoint site.
SharePoint users can
search and view ImageNow
documents.
As noted in Point No. 2, SharePoint offers
outstanding features for managing collaborative
processes and keeping work teams informed
and on target. And if those processes require
access to ImageNow documents, that’s not
a problem.
SharePoint users who also are ImageNow users
have the same search rights they would have
through ImageNow or WebNow. SharePoint
users who are not ImageNow users can be
logged in as guests and their access limited by
the ImageNow Interact for SharePoint web part
configuration. Documents in ImageNow can be
opened in the Interact for SharePoint built-in
viewer or downloaded to open in the native
application for that file type.
Direct support from the
manufacturer.
SharePoint does not have an on-ramp to
capture paper documents or the ability to
extract data from collected documents using
technologies like OCR. For scanning and
correctly storing documents within the
associated library, SharePoint users must rely
on third-party providers. If ImageNow is
already used for high-value business processes,
such as accounting and financials, and
SharePoint for collaborative processes, you can
eliminate that third party.
Use ImageNow’s rich imaging capabilities to
capture documents from anywhere, then push
or copy them into SharePoint. With industry-
leading intelligent data capture technology,
you also can pull information from those
documents, validate the data, and seamlessly
pass it to your core business applications.
5
© 2012 Perceptive Software, LLC. All rights reserved.
ImageNow is a registered trademark of Perceptive Software.
22701 West 68th Terrace
Shawnee, KS 66226
USA
tf 	 +1 800 941 7460
tel 	 +1 913 422 7525
fax 	+1 913 422 3820
Lexmark International Technology S.A.
Bâtiment ICC - Bloc A
20, route de Pré-Bois
Case postale 508
CH - 1215 Genève
Switzerland
tel	 +41 (0) 22 710 70 50
fax	 +41 (0) 22 710 70 51

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Psi wp perceptive microsoft_sharepoint_final

  • 1. ImageNow & Microsoft SharePoint: Five Ways They Work Well Together
  • 2. 2 With SharePoint 2010, the latest release of Microsoft’s Business Collaboration Platform software, the technology giant has moved closer to the turf of established enterprise content management (ECM) providers, such as Perceptive Software. Is this a figurative fork in the road for companies that use both ImageNow from Perceptive Software and SharePoint, meaning they should choose one or the other for document management? Not necessarily, and here’s why: ~~ Both offer out-of-the-box functionality — but for different types of functions. ~~ Although elements have been added to SharePoint, it still lacks features needed for an end-to-end process and content management solution, especially of professional-grade, transactional content that drives core business operations. ~~ ImageNow and SharePoint can work together, and companies that use them both would be better served using the solutions’ respective strengths to improve business processes. Here are a few ways ImageNow and SharePoint can happily coexist — and even complement each other — in today’s content-laden organizations. ImageNow Microsoft SharePoint: Five Ways They Work Well Together Perceptive Software uses decades of experience in creating innovative process and content management solutions to simplify routines that are critical to an organization’s well-being.
  • 3. ImageNowMicrosoftSharePoint 3 1Use ImageNow to manage business processes that have recurring workflow rules and large volumes of documents. ImageNow was designed to manage high volumes of transactional content. ImageNow workflow makes it easy to create, manage and modify document- and project-centric workflow queues and routing rules for high-volume processes, such as invoice processing. Beyond workflow, additional business process management (BPM) functionality can help you stay in control of business operations, model and automate processes, and generate valuable ideas for improvement. Scalability is not an issue because ImageNow is designed specifically to handle volumes of content. There are no integration issues, either, because ImageNow integrates with nearly any application without programming and offers prebuilt connectors for deep integration with ERP platforms. You also can connect ImageNow with components running on a mix of OS platforms, including Windows, Linux, AIX and Solaris — without enlisting a consultant or third-party solution provider. These and many other features explain why customers worldwide trust Perceptive Software to optimize processes that are critical to their organizations’ well-being. And why ImageNow is widely used in industries such as higher education and healthcare where access to documents and information is of paramount importance. Use SharePoint to manage collaborative processes that have a lower volume of documents with dynamic content. In its earlier iterations, SharePoint was designed to be a tool for web-based team collaboration. Even now, this is still one of the easiest ways to use SharePoint without bringing in third-party solution providers. For projects in which team members will be working simultaneously on documents, you can create a new SharePoint site and, with its strong integration with Microsoft Office applications, manage all the resulting versions of documents and keep team members apprised of changes. 2 SharePoint offers outstanding features for managing collaborative processes and keeping work teams informed and on target.
  • 4. 4 3 4Use ImageNow to manage documents and processes; use SharePoint to allow authorized users access to forms and documents they need. Get the best of both solutions by using ImageNow to manage documents and processes, and give access to others across the enterprise through a SharePoint site that is used as a portal or intranet. Here’s an example: A company uses Oracle’s PeopleSoft application to manage its human resources functions, including benefits and payroll analytical reporting. ImageNow integrates seamlessly with PeopleSoft, streamlining paper-intensive processes and allowing HR staff members to work with forms and software they’re already familiar with. ImageNow also integrates seamlessly with the SharePoint site that allows employees single- click access to authorized digital images and electronic documents in their own personnel files. Without help from the HR staff, employees can see how many deductions were taken on their tax forms, review their contributions to the company’s investment plan, or print a copy of their annual review document. Employees also can input information from the SharePoint site using an embedded ImageNow eForm. This action can kick off a business process that is managed in ImageNow. Similar setups — with ImageNow managing the process and SharePoint allowing access — can be used for external processes such as vendor management programs. Other internal processes that require input from remote locations, such as invoice and contract approvals or submission of expense reports, also can be streamlined using ImageNow and a SharePoint site. SharePoint users can search and view ImageNow documents. As noted in Point No. 2, SharePoint offers outstanding features for managing collaborative processes and keeping work teams informed and on target. And if those processes require access to ImageNow documents, that’s not a problem. SharePoint users who also are ImageNow users have the same search rights they would have through ImageNow or WebNow. SharePoint users who are not ImageNow users can be logged in as guests and their access limited by the ImageNow Interact for SharePoint web part configuration. Documents in ImageNow can be opened in the Interact for SharePoint built-in viewer or downloaded to open in the native application for that file type. Direct support from the manufacturer. SharePoint does not have an on-ramp to capture paper documents or the ability to extract data from collected documents using technologies like OCR. For scanning and correctly storing documents within the associated library, SharePoint users must rely on third-party providers. If ImageNow is already used for high-value business processes, such as accounting and financials, and SharePoint for collaborative processes, you can eliminate that third party. Use ImageNow’s rich imaging capabilities to capture documents from anywhere, then push or copy them into SharePoint. With industry- leading intelligent data capture technology, you also can pull information from those documents, validate the data, and seamlessly pass it to your core business applications. 5
  • 5. © 2012 Perceptive Software, LLC. All rights reserved. ImageNow is a registered trademark of Perceptive Software. 22701 West 68th Terrace Shawnee, KS 66226 USA tf +1 800 941 7460 tel +1 913 422 7525 fax +1 913 422 3820 Lexmark International Technology S.A. Bâtiment ICC - Bloc A 20, route de Pré-Bois Case postale 508 CH - 1215 Genève Switzerland tel +41 (0) 22 710 70 50 fax +41 (0) 22 710 70 51