Ignify Inc www.Ignify.com
[email protected] l @i if
Forms drive business processes Inefficiencies I ffi i i and d iinaccurate iinformation f i cause significant i ifi negative downstream effects
Forms hide the complexities of processes Electronic information capture helps streamline the complex processes sitting behind forms
Forms are everywhere People in organizations are inundated by forms – expense reports, benefit b fi statements, etc.
Human Resources > Benefits changes > Awards and recognitions > Job descriptions
Accounting > Check requests > Time sheets > Expense reports and reimbursements i b t > Chargebacks > Purchase orders > Billing statements > Charitable gift-match requests t > Payroll > Sales tracking > Customer billing
Sales/Services > > > >
Order forms Call tracking Demo requests Service requests
Marketing > > > > >
Leads Information requests Press requests Event registration Customer visit reports
R&D/Manufacturing > > > > >
Engineering change requests Accident report Quality control Supplier inventory tracking Product evaluations
Information Technology > Chargebacks > Equipment receipt/signoff > RFPs
General Services > Work orders > Office moves pp g forms > Shipping
Vertical-specific Financial services > Loan applications > Insurance claims processing > Bank account transfer Medical > Patient diagnostics > Medical drug interactions > Medical history Government > Permits and licensing > Tax returns > Passport and visa applications > Address change Pharmaceutical > FDA clinical drug trial tracking Education > Class registrations > Admissions and financial aid applications Police > Arrest report > Accident reports/history
2007 Microsoft Office system form scenarios Forms as documents in a library
Forms managing document meta data
Document Repository
Sales
Forms dri driving ing a workflow
Contracts
IT
Claims
HR
Example: Expense Report Example: Patient Treatment Form
Forms as front end to business process
…by b submitting b itti fforms tto… SharePoint Libraries
Web Services
…by b connecting ti fforms with ith workflows… kfl Create InfoPath Form Publish to SharePoint Library Assign g Workflow to library y
ith IInfoPath f P th e…with e-mailil fforms Use Outlook to collect and distribute InfoPath forms Complete forms without leaving the familiar Outlook environment Export data directly from O tl k tto E Outlook Excel, l InfoPath I f P th Promote form fields into the Outlook list view to instantly sort, categorize or filter InfoPath mail messages
Gather information efficiently and reliably Easy form fill-in across Web browsers, e-mail messages, and mobile devices Real-time validation, pre-populated Real time validation pre populated fields, fields and live connections to information sources Integrated with the Microsoft Office system: electronic forms capabilities in a familiar package
Centralize forms management g and control Centralized management of electronic forms for the entire organization Microsoft Office SharePoint® Server 2007 integration expands to content management, business intelligence, search, and other integrated services Minimize downtime with easy upgrades upgrades, version management management, and monitoring tools
Streamline forms-driven business processes Gather information using your existing systems with standards-based standards based integration InfoPath 2007 and SharePoint Server 2007 combine to deliver a comprehensive solution for optimizing business processes Extensible, integrated development environment makes InfoPath a flexible solution for internal and external information gathering
InfoPath e-mail forms Use Outlook 2007 to collect and distribute InfoPath forms Complete forms without leaving the familiar Outlook environment Export data directly from Outlook to InfoPath and Microsoft Excel® Promote form fields into the Outlook list view to instantly sort, categorize, or filter InfoPath mail messages
Centralize management of electronic forms with InfoPath Forms Services g form library y for many y departments p Single Secure intranet and extranet access Role-based and policy-based access
Comprehensive forms solution with InfoPath Forms Services and SharePoint Server 2007 Records management integration Workflow integration Shared data connection libraries Single sign-on architecture of SharePoint Server 2007
Minimize form downtime and maintenance i In-place template upgrades Template version management Performance monitoring g tools
Template Parts Add predefined form sections using the drag-and-drop interface Prebuilt data connectivity, validation, rules, p expressions Centrally managed Compatibility Checker enforces compatibility with warnings and by removing unusable controls
Accelerate solution development with new tools Logic Inspector to examine dependencies, scripts, and more Design Checker to examine and enforce InfoPath Forms Services compatibility Data Connection Library Multi-select list boxes Codeless date calculations
SharePoint Server 2007 and InfoPath 2007
InfoPath Forms Services of SharePoint Server 2007 InfoPath for browsers and HTML-enabled mobile devices Centralize deployment and management Simplify y forms maintenance Utilize integrated platform services of SharePoint Server 2007 Measure performance of your forms
Business Intelligence
Business Forms
Collaboration
Platform Services
Content Management
Portal
Search
Gather information efficiently and reliably InfoPath solutions help you reach more users Web browsers Microsoft Office Outlook® 2007 e-mail messages Mobile devices Hosted form solutions
Get the right information— the first time Real-time Real time validation Pre-populated fields Shared data connections
Integrated with the 2007 Microsoft Office system E-mail–based forms with Outlook 2007 Workflow integration with SharePoint Server 2007 Automatic information updates for Microsoft Office Access 2007
Gather information efficiently and reliably New! Easy form fill-in across Web browsers, e-mail messages, and mobile devices Real-time validation, prepopulated fields, and live connections to information sources Integrated with the Microsoft Office System: electronic forms capabilities in a familiar package
Centralize forms management and control New! Centralized management of electronic forms for the entire organization New! SharePoint Server 2007 integration expands to content management management, business intelligence intelligence, search, and other integrated services New! Minimize downtime with easy upgrades, version management, and monitoring tools
Streamline forms-driven business processes G th information Gather i f ti using i your existing i ti systems t with ith standards-based t d d b d iintegration t ti InfoPath 2007, SharePoint Server 2007, and BizTalk Server 2006 combine to deliver a comprehensive solution for optimizing business processes New! Extensible, integrated development environment makes InfoPath a flexible solution for internal and external information gathering
