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Section Ref# Functional Requirements
DOCUMENT CREATION
Document Creation 1
Document Creation 2
Document Creation 3
Document Creation 4 Document version comparison
Document Creation 5 Assign documents to specific users and specific groups of users
Document Creation 6
Document Creation 8
Document Creation 9
Document Creation 10
Document Creation 11 Allow electronic signatures
SOFTWARE CAPABILITY
Software capability 1
Software capability 2 Paperless document distribution
Software capability 3
Software capability 4
Software capability 5
Software capability 6 Automatically identify duplicate, obsolete and contradictory policies.
Software capability 7
Software capability 8 Internet-based solution
Software capability 9 Provide external Internet access to reference sites.
Software capability 10 Print in both HTML and Microsoft Word template formats.
Document Authoring - build policies using embedded templates, or build
our own templates. Simple document setup steps.
Review and Approval Workflow – Eliminate document review via email
exchange. Use in-built collaboration tools.
Document lifecycle management - Create a draft from a currently
published document and archive previously published versions, track
signatures within each version
Archive historical policies and test data to authorized administrators.
When a new version of a document is approved, the previous version will
be archived automatically.
Categorization - Categorize documents by departments, regulatory
guidelines, or any other category format to access documents.
Versioning - When creating a new version of a document, the new
document will automatically be given the subsequent version number.
Feedback - Anyone can comment on a policy to assist in future policy
revisions (if desired).
Microsoft Office compatibility - Edit and save policy revisions directly
inside Word, Excel or PowerPoint through the system. Customizable fields,
categories, and workflows are desired.
Allow the administration of multiple groups of employees to review, edit,
approve, read only and test knowledge of documents.
Search capability - Robust, simple and advanced Boolean, full‐text, and
keyword search tools.
Write, revise and archive policies - Create new policies and procedures or
upload existing documents. Access previous versions and revisions even
when archived.
Automatically link and provide side-by-side viewing of related documents
and policies.
Software capability 11
Software capability 12 Allow for full text upload and downloads.
Software capability 13 Parse and tag documents individually.
Software capability 14
Software capability 15
Software capability 16
Software capability 17
Software capability 18
Software capability 19 Bulk edit - Make property changes to multiple or all documents at once.
Software capability 20 Easily manage user logins
Software capability 21
Software capability 22
ATTESTATION / TRAINING
Attestation / Training 1
Attestation / Training 2
Attestation / Training 2
Attestation / Training 3
Attestation / Training 3
REPORTING / QUERIES
Provide online editing, approval and distribution of policies and
procedures
Hyperlink capability - link to forms, other policies and procedures, training
materials, web courses or other web- based software pages or programs.
Reminders - Employees to receive reminder emails for tasks such as
review and approval, requirements to read, and periodic updating.
Extensively utilize structured data fields, separating and distinguishing all
metadata elements of individual policies/ procedures.
Change history / archive retrieval - Automates tracking of all document
changes and retrieves archived documents.
Link regulatory standards - Allow authors to tie documents to relevant
regulatory standards.
Permission levels controls - Assign specific permissions and roles (such as
reader, author, reviewer, and approver) based on security rights and
needs of employees.
Be accessible to all employees, departments and locations in an online,
real-time mode
Required readers - Require any user to read any document. Required
readers to get email reminders until they have marked it as read.
Attestation - confirmation from employees that they have read the
documents published
Employee testing - ability to test employees on the content of certain
documents. Ability to build our own testing content. Create and manage
online tests, measuring and reporting content comprehension of users.
Create comprehension quizzes and require reader signoff / agreements.
Provide scoring and electronic signature/acknowledgement of
policy/procedure review.
Attestation reports / auditing - show who has/hasn't read required
procedures, who is reviewing or approving what, which documents will
soon be outdated, quiz scores
Reporting 1 Published SOPs
Reporting 2 Documents in progress report
Reporting 3 Under review report
Reporting 4 Overdue for review
Reporting 5 Contain a core set of easy to use management reports.
VENDOR SERVICES
Vendor Services 1
Vendor Services 2 Provide project management, service, training, technical support.
Vendor Services 3
Vendor Services 4 Have several years of operating history.
TECHNICAL REQUIREMENTS
1 Either an on-premise or cloud-based, online solution
2
3 Online, real time data accessible from all Department locations
4
5 Unsupported, simple set up
6
7 Compatible with Microsoft Suite 2003 up to current.
8
9 Support Windows 7 and Windows 8.1
10 Supports mobile devices; Windows, iOS, Blackberry (tablets and phones)
11
12 Print in both HTML and Word formats
13
14 Provides 24/7 help line
Allow the conversion all policies and procedures, regardless if electronic or
hard copy paper documents, to a standardized electronic format
Currently serve at least one client with a number of employees/users
similar to our organization’s size and serve at least one Fire Department.
Able to develop documents within the software using the Microsoft Office
Suite, especially Word, Excel, PowerPoint. PDF files must also be fully
compatible.
Provides data hashing, encrypting and/or other industry adopted methods
of protecting sensitive data elements
Data storage is secure. Safe from hacking, power outages, accidental
deletion (back up)
Compatible with Windows Internet Explorer 8 or later; Google Chrome
(all); Mozilla Firefox 4 or later; and Safari
Provides the ability to personalize a 'homepage' environment with logo,
etc.
Compatible with Microsoft Outlook (for automatic emailing of reviewers,
editors, etc.)
Functional Fit
M OOTB
M Custom
M OOTB
G OOTB
M OOTB
M OOTB
M OOTB
M OOTB
M
G Custom
M OOTB
M OOTB
M OOTB
M OOTB
M OOTB
G
G
G
M
M OOTB
"M" or
"G"

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G
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M Survey, Custom forms, or Third Party solution
M Custom
M Custom
M Custom
M Custom
M Custom
M Custom
M Custom
M
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G
M
M
M SharePoint
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G
Comments
SOP development process would be a custom workflow.
Office with SharePoint 2013 provide a very rich version comparison capabilities
With Office Web Apps integration
SharePoint 2013 document management features are very powerful
SharePoint 2013 is an internet / intranet collaboration platform
SharePoint 2013 is an internet / intranet collaboration platform
SharePoint 2013 has the capabilities for document libraries and forms libraries
that can host Word templates and InfoPath forms
SharePoint 2013 has the capabilities for document minor/ major versioning,
drafting, and publishing.
Archiving process occurs automatically based on enabling versioning on a
document library.
SharePoint 2013 is a very powerful collaboration platform. Documents can be
shared among individual users or groups.
SharePoint Groups provide these functionalities based on individual user profile
or Active Directory group.
SharePoint 2013 with Office Web Apps provide a robust and state of the art
search capabilities.
Custom workflow can be developed or a custom timer job.
Creating custom content types with site columns, term sets and metadata.
Bulk edit is provided out of the box with some limitations
SharePoint 2013 is a very powerful collaboration platform. Documents can be
shared among individual users or groups.
SharePoint 2013 is a very powerful collaboration platform. Documents can be
shared among individual users or groups.
With version history capabilities, it is very easy to the user with proper
permissions to view or restore document previous minor or major versions.
Maximum number of versions should be set or left blank for unlimited number.
This is part of the governance.
SharePoint made it very easy to manage users permissions. The job could be
delegated to each site owners. Custom permission level can help to customize
further. By default three roles are provided: Visitors, Contributors, and Owners
Office Web Apps made it easy for users to read, and edit office documents
(Word, PowerPoint, Excel) right on the browser. Office Web Apps are free if
provided with read only, with edit capability it cost per user.
Workflow, and forms should be developed. Need requirements to decide how
much efforts.
Survey (OOTB) is one option if it fits the business needs. WebForm, or InfoPath
Form. Third Party solution, i.e. Nintex Forms and Workflows, Feedback Server.

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Supported
Supported with limitations
Supported and much more.
Supported
Supported
Using Secured Socket Layer (SSL) gurantee secure communication between
Servers and Clients.
To have the requirement # 2 in the same section you have to have Office 2010
or up.
Assumptions
Depends on the complexity of categorization
Ambiguous, need clear requirements.
this requirement is ambiguous.
this requirement is ambiguous.
Assume the approval process is the SOP
Development Process.
Assume document assignment means user
permissions (Read / Contribute / Owner) to a
document. Folder, library, and site
Assume versioning will provide the desired
functionality
Automate tracking is an ambiguous term.
Regulatory standards? Not clear, if he means
tie a document to a template with predefined
metadata and content type.
What is that?
It looks like they have a library of policies
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Create Control
Create and organize content
easily with the help of
relevant discovered
information
Manage content policy,
information architecture and
taxonomy
Enterprise Content Management
Site-level retention policies
Compliance levels extended to sites
Policies include:
Retention policy for sites and Team Mailbox associated with site
Project closure and expiration policy
Discovery Center
Designed for managing discovery cases and holds
Establishes a portal through which you can access
discovery cases to conduct searches, place content on
hold, and export content
Discovery Center
Designed for managing discovery cases and holds
Establishes a portal through which you can access
discovery cases to conduct searches, place content on
hold, and export content
eDiscovery capablities
Support for searching and exporting content from
file shares
Export discovered content from Exchange and
SharePoint
Team folders
Seemless integration of Exchange and SharePoint
to provide best of both world and end user
flexibility
Protect
Reduce risk and manage
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Policy & Document Management Software
Ref# Functional Requirements
DOCUMENT CREATION
1 M
2 M
3 M
4 Document version comparison G
5 Assign documents to specific users and specific groups of users M
6 M
8 M
9 M
10 M
11 Allow electronic signatures G
SOFTWARE CAPABILITY
1 M
2 Paperless document distribution M
3 M
4 M
5 M
6 Automatically identify duplicate, obsolete and contradictory policies. G
"M" or
"G""M"
or
"G""M"
or
"G"
Document Authoring - build policies using embedded templates, or
build our own templates. Simple document setup steps.
Review and Approval Workflow – Eliminate document review via email
exchange. Use in-built collaboration tools.
Document lifecycle management - Create a draft from a currently
published document and archive previously published versions, track
signatures within each version
Archive historical policies and test data to authorized administrators.
When a new version of a document is approved, the previous version
will be archived automatically.
Categorization - Categorize documents by departments, regulatory
guidelines, or any other category format to access documents.
Versioning - When creating a new version of a document, the new
document will automatically be given the subsequent version number.
Feedback - Anyone can comment on a policy to assist in future policy
revisions (if desired).
Microsoft Office compatibility - Edit and save policy revisions directly
inside Word, Excel or PowerPoint through the system. Customizable
fields, categories, and workflows are desired.
Allow the administration of multiple groups of employees to review,
edit, approve, read only and test knowledge of documents.
Search capability - Robust, simple and advanced Boolean, full‐text, and
keyword search tools.
Write, revise and archive policies - Create new policies and procedures
or upload existing documents. Access previous versions and revisions
even when archived.
7 G
8 Internet-based solution G
9 Provide external Internet access to reference sites. M
10 Print in both HTML and Microsoft Word template formats. M
11 M
12 Allow for full text upload and downloads. M
13 Parse and tag documents individually. M
14 M
15 M
16 M
17 M
18 G
19 G
20 Easily manage user logins G
21 M
22 M
Automatically link and provide side-by-side viewing of related
documents and policies.
Provide online editing, approval and distribution of policies and
procedures
Hyperlink capability - link to forms, other policies and procedures,
training materials, web courses or other web- based software pages or
programs.
Reminders - Employees to receive reminder emails for tasks such as
review and approval, requirements to read, and periodic updating.
Extensively utilize structured data fields, separating and distinguishing
all metadata elements of individual policies/ procedures.
Change history / archive retrieval - Automates tracking of all document
changes and retrieves archived documents.
Link regulatory standards - Allow authors to tie documents to relevant
regulatory standards.
Bulk edit - Make property changes to multiple or all documents at
once.
Permission levels controls - Assign specific permissions and roles (such
as reader, author, reviewer, and approver) based on security rights and
needs of employees.
Be accessible to all employees, departments and locations in an online,
real-time mode
This release of SharePoint is a pivotal release in many ways. What is today the best platform for collaboration, cont
and search, now combined with the fresh new WCM capabilities allows organizations to create beautiful, adaptive
experiences that can span across different channels and markets
Design:
In the past designing eye-catching websites meant training your team to use SharePoint Designer or engage with sp
Today designers can build dynamic sites and do all their work using design tools they are familiar with (like Dreamw
With SharePoint in this release we’ve made it easier to bring in design elements, and create beautiful sites that can
Publish:
The new search driven publishing model allows organizations to break down content silo’s while making it easier to
devices and multi-lingual sites. With simple taxonomy based navigation controls non technical users can create targ
ever having to write a single line of code.
Engage:
With SharePoint 2013 we have introduced a new dimension to adaptive personalized experiences. Search not only
the experience for users, but also with the new user behavior analysis can surface recommendations and help user
allow them to discover even more…
Internet Sites
Design Publish
Use familiar tools to design rich
and beautiful sites that represent
your brand
Create, reuse and consume
content for any device and
language
atform for collaboration, content management
to create beautiful, adaptive and personalized
int Designer or engage with specialist developers.
are familiar with (like Dreamweaver, Expression Blend, etc…)
create beautiful sites that can work across a multitude of devices.
silo’s while making it easier to re-use content across
technical users can create targeted user experiences that drive action, all without
experiences. Search not only plays a key role in targeting and tailoring
ommendations and help users stay engaged on your site and
Engage
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Web Content
ManagementSupport the tools and workflows designers use
Variations & Content Translation
Search Engine Optimization
Cross Site Publishing
Video & Embedding
Image renditions
Clean Urls
Metadata navigation
F - CoR
Social
Microblogging
Share content, links, and media
Follow people, sites, content, and conversations
Activity Feeds
Provides a view into recent activity related to
content, links, media, and people
Communities
Community sites with self-service administration
and moderation
Modern community features such as
achievements and reputation
Discussions
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Blogs
Client application integration
Categories, comments, and moderation

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Policy & Document Management Software
Ref# Functional Requirements
REPORTING / QUERIES
1 Published SOPs M
2 Documents in progress report M
3 Under review report M
4 Overdue for review M
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"M" or
"G"
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  • 1. Section Ref# Functional Requirements DOCUMENT CREATION Document Creation 1 Document Creation 2 Document Creation 3 Document Creation 4 Document version comparison Document Creation 5 Assign documents to specific users and specific groups of users Document Creation 6 Document Creation 8 Document Creation 9 Document Creation 10 Document Creation 11 Allow electronic signatures SOFTWARE CAPABILITY Software capability 1 Software capability 2 Paperless document distribution Software capability 3 Software capability 4 Software capability 5 Software capability 6 Automatically identify duplicate, obsolete and contradictory policies. Software capability 7 Software capability 8 Internet-based solution Software capability 9 Provide external Internet access to reference sites. Software capability 10 Print in both HTML and Microsoft Word template formats. Document Authoring - build policies using embedded templates, or build our own templates. Simple document setup steps. Review and Approval Workflow – Eliminate document review via email exchange. Use in-built collaboration tools. Document lifecycle management - Create a draft from a currently published document and archive previously published versions, track signatures within each version Archive historical policies and test data to authorized administrators. When a new version of a document is approved, the previous version will be archived automatically. Categorization - Categorize documents by departments, regulatory guidelines, or any other category format to access documents. Versioning - When creating a new version of a document, the new document will automatically be given the subsequent version number. Feedback - Anyone can comment on a policy to assist in future policy revisions (if desired). Microsoft Office compatibility - Edit and save policy revisions directly inside Word, Excel or PowerPoint through the system. Customizable fields, categories, and workflows are desired. Allow the administration of multiple groups of employees to review, edit, approve, read only and test knowledge of documents. Search capability - Robust, simple and advanced Boolean, full‐text, and keyword search tools. Write, revise and archive policies - Create new policies and procedures or upload existing documents. Access previous versions and revisions even when archived. Automatically link and provide side-by-side viewing of related documents and policies.
  • 2. Software capability 11 Software capability 12 Allow for full text upload and downloads. Software capability 13 Parse and tag documents individually. Software capability 14 Software capability 15 Software capability 16 Software capability 17 Software capability 18 Software capability 19 Bulk edit - Make property changes to multiple or all documents at once. Software capability 20 Easily manage user logins Software capability 21 Software capability 22 ATTESTATION / TRAINING Attestation / Training 1 Attestation / Training 2 Attestation / Training 2 Attestation / Training 3 Attestation / Training 3 REPORTING / QUERIES Provide online editing, approval and distribution of policies and procedures Hyperlink capability - link to forms, other policies and procedures, training materials, web courses or other web- based software pages or programs. Reminders - Employees to receive reminder emails for tasks such as review and approval, requirements to read, and periodic updating. Extensively utilize structured data fields, separating and distinguishing all metadata elements of individual policies/ procedures. Change history / archive retrieval - Automates tracking of all document changes and retrieves archived documents. Link regulatory standards - Allow authors to tie documents to relevant regulatory standards. Permission levels controls - Assign specific permissions and roles (such as reader, author, reviewer, and approver) based on security rights and needs of employees. Be accessible to all employees, departments and locations in an online, real-time mode Required readers - Require any user to read any document. Required readers to get email reminders until they have marked it as read. Attestation - confirmation from employees that they have read the documents published Employee testing - ability to test employees on the content of certain documents. Ability to build our own testing content. Create and manage online tests, measuring and reporting content comprehension of users. Create comprehension quizzes and require reader signoff / agreements. Provide scoring and electronic signature/acknowledgement of policy/procedure review. Attestation reports / auditing - show who has/hasn't read required procedures, who is reviewing or approving what, which documents will soon be outdated, quiz scores
  • 3. Reporting 1 Published SOPs Reporting 2 Documents in progress report Reporting 3 Under review report Reporting 4 Overdue for review Reporting 5 Contain a core set of easy to use management reports. VENDOR SERVICES Vendor Services 1 Vendor Services 2 Provide project management, service, training, technical support. Vendor Services 3 Vendor Services 4 Have several years of operating history. TECHNICAL REQUIREMENTS 1 Either an on-premise or cloud-based, online solution 2 3 Online, real time data accessible from all Department locations 4 5 Unsupported, simple set up 6 7 Compatible with Microsoft Suite 2003 up to current. 8 9 Support Windows 7 and Windows 8.1 10 Supports mobile devices; Windows, iOS, Blackberry (tablets and phones) 11 12 Print in both HTML and Word formats 13 14 Provides 24/7 help line Allow the conversion all policies and procedures, regardless if electronic or hard copy paper documents, to a standardized electronic format Currently serve at least one client with a number of employees/users similar to our organization’s size and serve at least one Fire Department. Able to develop documents within the software using the Microsoft Office Suite, especially Word, Excel, PowerPoint. PDF files must also be fully compatible. Provides data hashing, encrypting and/or other industry adopted methods of protecting sensitive data elements Data storage is secure. Safe from hacking, power outages, accidental deletion (back up) Compatible with Windows Internet Explorer 8 or later; Google Chrome (all); Mozilla Firefox 4 or later; and Safari Provides the ability to personalize a 'homepage' environment with logo, etc. Compatible with Microsoft Outlook (for automatic emailing of reviewers, editors, etc.)
  • 4. Functional Fit M OOTB M Custom M OOTB G OOTB M OOTB M OOTB M OOTB M OOTB M G Custom M OOTB M OOTB M OOTB M OOTB M OOTB G G G M M OOTB "M" or "G"
  • 5. M M OOTB M Configuration M OOTB M Custom M Configuration M OOTB G G OOTB G OOTB + Configuration M OOTB + Configuration M OOTB + Configuration M Custom M Custom M Survey, Custom forms, or Third Party solution M Custom M Custom
  • 6. M Custom M Custom M Custom M Custom M Custom M G G M M M SharePoint M SharePoint M SharePoint M M M SharePoint G M SharePoint G SharePoint G SharePoint M SharePoint M SharePoint G
  • 7. Comments SOP development process would be a custom workflow. Office with SharePoint 2013 provide a very rich version comparison capabilities With Office Web Apps integration SharePoint 2013 document management features are very powerful SharePoint 2013 is an internet / intranet collaboration platform SharePoint 2013 is an internet / intranet collaboration platform SharePoint 2013 has the capabilities for document libraries and forms libraries that can host Word templates and InfoPath forms SharePoint 2013 has the capabilities for document minor/ major versioning, drafting, and publishing. Archiving process occurs automatically based on enabling versioning on a document library. SharePoint 2013 is a very powerful collaboration platform. Documents can be shared among individual users or groups. SharePoint Groups provide these functionalities based on individual user profile or Active Directory group. SharePoint 2013 with Office Web Apps provide a robust and state of the art search capabilities.
  • 8. Custom workflow can be developed or a custom timer job. Creating custom content types with site columns, term sets and metadata. Bulk edit is provided out of the box with some limitations SharePoint 2013 is a very powerful collaboration platform. Documents can be shared among individual users or groups. SharePoint 2013 is a very powerful collaboration platform. Documents can be shared among individual users or groups. With version history capabilities, it is very easy to the user with proper permissions to view or restore document previous minor or major versions. Maximum number of versions should be set or left blank for unlimited number. This is part of the governance. SharePoint made it very easy to manage users permissions. The job could be delegated to each site owners. Custom permission level can help to customize further. By default three roles are provided: Visitors, Contributors, and Owners Office Web Apps made it easy for users to read, and edit office documents (Word, PowerPoint, Excel) right on the browser. Office Web Apps are free if provided with read only, with edit capability it cost per user. Workflow, and forms should be developed. Need requirements to decide how much efforts. Survey (OOTB) is one option if it fits the business needs. WebForm, or InfoPath Form. Third Party solution, i.e. Nintex Forms and Workflows, Feedback Server.
  • 9. Supported Supported with limitations Supported and much more. Supported Supported Using Secured Socket Layer (SSL) gurantee secure communication between Servers and Clients. To have the requirement # 2 in the same section you have to have Office 2010 or up.
  • 10. Assumptions Depends on the complexity of categorization Ambiguous, need clear requirements. this requirement is ambiguous. this requirement is ambiguous. Assume the approval process is the SOP Development Process. Assume document assignment means user permissions (Read / Contribute / Owner) to a document. Folder, library, and site Assume versioning will provide the desired functionality
  • 11. Automate tracking is an ambiguous term. Regulatory standards? Not clear, if he means tie a document to a template with predefined metadata and content type.
  • 12. What is that? It looks like they have a library of policies need to be scanned if it is manual, and/or migrated to SharePoint
  • 13. Create Control Create and organize content easily with the help of relevant discovered information Manage content policy, information architecture and taxonomy Enterprise Content Management Site-level retention policies Compliance levels extended to sites Policies include: Retention policy for sites and Team Mailbox associated with site Project closure and expiration policy Discovery Center Designed for managing discovery cases and holds Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content
  • 14. Discovery Center Designed for managing discovery cases and holds Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content eDiscovery capablities Support for searching and exporting content from file shares Export discovered content from Exchange and SharePoint Team folders Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility
  • 15. Protect Reduce risk and manage compliance with centralized eDiscovery tools h site on
  • 16. on
  • 17. Policy & Document Management Software Ref# Functional Requirements DOCUMENT CREATION 1 M 2 M 3 M 4 Document version comparison G 5 Assign documents to specific users and specific groups of users M 6 M 8 M 9 M 10 M 11 Allow electronic signatures G SOFTWARE CAPABILITY 1 M 2 Paperless document distribution M 3 M 4 M 5 M 6 Automatically identify duplicate, obsolete and contradictory policies. G "M" or "G""M" or "G""M" or "G" Document Authoring - build policies using embedded templates, or build our own templates. Simple document setup steps. Review and Approval Workflow – Eliminate document review via email exchange. Use in-built collaboration tools. Document lifecycle management - Create a draft from a currently published document and archive previously published versions, track signatures within each version Archive historical policies and test data to authorized administrators. When a new version of a document is approved, the previous version will be archived automatically. Categorization - Categorize documents by departments, regulatory guidelines, or any other category format to access documents. Versioning - When creating a new version of a document, the new document will automatically be given the subsequent version number. Feedback - Anyone can comment on a policy to assist in future policy revisions (if desired). Microsoft Office compatibility - Edit and save policy revisions directly inside Word, Excel or PowerPoint through the system. Customizable fields, categories, and workflows are desired. Allow the administration of multiple groups of employees to review, edit, approve, read only and test knowledge of documents. Search capability - Robust, simple and advanced Boolean, full‐text, and keyword search tools. Write, revise and archive policies - Create new policies and procedures or upload existing documents. Access previous versions and revisions even when archived.
  • 18. 7 G 8 Internet-based solution G 9 Provide external Internet access to reference sites. M 10 Print in both HTML and Microsoft Word template formats. M 11 M 12 Allow for full text upload and downloads. M 13 Parse and tag documents individually. M 14 M 15 M 16 M 17 M 18 G 19 G 20 Easily manage user logins G 21 M 22 M Automatically link and provide side-by-side viewing of related documents and policies. Provide online editing, approval and distribution of policies and procedures Hyperlink capability - link to forms, other policies and procedures, training materials, web courses or other web- based software pages or programs. Reminders - Employees to receive reminder emails for tasks such as review and approval, requirements to read, and periodic updating. Extensively utilize structured data fields, separating and distinguishing all metadata elements of individual policies/ procedures. Change history / archive retrieval - Automates tracking of all document changes and retrieves archived documents. Link regulatory standards - Allow authors to tie documents to relevant regulatory standards. Bulk edit - Make property changes to multiple or all documents at once. Permission levels controls - Assign specific permissions and roles (such as reader, author, reviewer, and approver) based on security rights and needs of employees. Be accessible to all employees, departments and locations in an online, real-time mode
  • 19. This release of SharePoint is a pivotal release in many ways. What is today the best platform for collaboration, cont and search, now combined with the fresh new WCM capabilities allows organizations to create beautiful, adaptive experiences that can span across different channels and markets Design: In the past designing eye-catching websites meant training your team to use SharePoint Designer or engage with sp Today designers can build dynamic sites and do all their work using design tools they are familiar with (like Dreamw With SharePoint in this release we’ve made it easier to bring in design elements, and create beautiful sites that can Publish: The new search driven publishing model allows organizations to break down content silo’s while making it easier to devices and multi-lingual sites. With simple taxonomy based navigation controls non technical users can create targ ever having to write a single line of code. Engage: With SharePoint 2013 we have introduced a new dimension to adaptive personalized experiences. Search not only the experience for users, but also with the new user behavior analysis can surface recommendations and help user allow them to discover even more… Internet Sites Design Publish Use familiar tools to design rich and beautiful sites that represent your brand Create, reuse and consume content for any device and language
  • 20. atform for collaboration, content management to create beautiful, adaptive and personalized int Designer or engage with specialist developers. are familiar with (like Dreamweaver, Expression Blend, etc…) create beautiful sites that can work across a multitude of devices. silo’s while making it easier to re-use content across technical users can create targeted user experiences that drive action, all without experiences. Search not only plays a key role in targeting and tailoring ommendations and help users stay engaged on your site and Engage Surface the right content to the right user with adaptive experiences
  • 21. Web Content ManagementSupport the tools and workflows designers use Variations & Content Translation Search Engine Optimization Cross Site Publishing Video & Embedding Image renditions Clean Urls Metadata navigation
  • 23. Social Microblogging Share content, links, and media Follow people, sites, content, and conversations Activity Feeds Provides a view into recent activity related to content, links, media, and people Communities Community sites with self-service administration and moderation Modern community features such as achievements and reputation Discussions Modern discussion boards
  • 24. Modern community features such as achievements and reputation Discussions Modern discussion boards Blogs Client application integration Categories, comments, and moderation
  • 27. Connected Platform Secure Information Manage Identities Ensure that information communicated via internal social networks is secure and compliant with centralized IT policies. Provide a single view of the p in an organization and bring together identity-based inform from many sources.
  • 28. rm e Identities Integrate Business Apps a single view of the people anization and bring identity-based information ny sources. Build new social apps, and bring important information from your LOB applications directly into the newsfeed.
  • 29. Mobile Classic and Contemporary views for mobile browsers Automatic Mobile Browser Redirection Target different designs based on user agent string Office Mobile Web Apps Excel PowerPoint Word Push notifications
  • 32. Search Find Answer Find what you’re looking for with intelligent results tailored to you Get answers and take actio with an experience that’s always a step ahead New Search architecture with one unified search Personalized search results based on search history Rich contextual previews
  • 34. wer Extend swers and take action n experience that’s s a step ahead Build smarter applications that can scale for any need
  • 36. Policy & Document Management Software Ref# Functional Requirements REPORTING / QUERIES 1 Published SOPs M 2 Documents in progress report M 3 Under review report M 4 Overdue for review M 5 M "M" or "G" Contain a core set of easy to use management reports.
  • 38. Business Intelligence Excel BI Instant analysis through In Memory BI Engine Power View Add-in Excel Services Improved data exploration Field List and Field Well Support Calculated Measures and Members Enhanced Timeline Controls PerformancePoint Services Filter enhancements and Filter search Dashboard migration Support for Analysis Services Effective User Visio Services Refresh data from external sources – BCS and Azure SQL Supports comments on Visio Drawings Maximum Cache Size service parameter Health Analyzer Rules to report on Maximum Cache Size
  • 39. Refresh data from external sources – BCS and Azure SQL Supports comments on Visio Drawings Maximum Cache Size service parameter Health Analyzer Rules to report on Maximum Cache Size
  • 42. Policy & Document Management Software Ref# Functional Requirements REPORTING / QUERIES 1 Published SOPs M 2 Documents in progress report M 3 Under review report M 4 Overdue for review M 5 M "M" or "G" Contain a core set of easy to use management reports.