These are the presentation slides from the AxioWorks webinar conducted in September 2023.
You can also catch the full webinar on YouTube via this link:
https://youtu.be/COibYyZXhsg
Does your current SharePoint infrastructure feel no longer fit for purpose? Are you considering replacing it with a new solution?
Before making that decision, it's worth considering the possibility and advantages of leveraging what you have as much as possible. By doing so, you can save costs, avoid learning curves, and minimise downtime.
Join our session to see how, through real-world use-cases, we'll demonstrate innovative ways to utilise SQList to leverage SharePoint beyond its typical role in document management and collaboration.
Additionally, we will give a preview of our latest development designed to seamlessly integrate SharePoint Document Libraries with generative AI.
In the ever-evolving landscape of technological advancements, such as the rapid release of new products like #ChatGPT, #OpenAI APIs, and #PowerPlatform to name but a few, it's easy to fall into the trap of assuming that your existing infrastructure is outdated and urgently needs replacement.
Certainly, there are benefits to be gained from upgrading to the latest and greatest, provided it is done sensibly. However, it is important to note that such endeavours often come with a hefty price tag in terms of both money and resources. Additionally, there is the risk that the new technology may not be fully matured, leaving you with the burden of patching it yourself or relying on the continued operation of older components to complement it.
Before jumping to a decision to upgrade, it is prudent to assess your current infrastructure and ensure that it is truly time to bid it farewell. There is a strong likelihood that with a minimal investment, it can continue to serve you effectively for a considerable period. The advantages? Cost savings, no downtime and no learning curves,.
Keep your focus on running your business; there will always be an opportune moment to upgrade when it becomes genuinely necessary.
Join us to learn how SQList enables you to leverage your existing investment while avoiding the high expenses associated with infrastructure overhauls and the acquisition of new skills.
Explore the seamless transition process facilitated by SQList, minimising downtime and eliminating steep learning curves. Gain valuable insights into optimising data integration, collaboration, and workflows, all while keeping costs under control. Don't miss this opportunity to unlock the full power of SharePoint while maintaining fiscal prudence and operational continuity.
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Leveraging SQList: Maximise the potential of your current SharePoint infrastructure without the need for costly upgrades (AxioWorks webinar)
1. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Leveraging SQList: Maximise the potential
of your current SharePoint infrastructure
without the need for costly upgrades.
1
Francesco Marcolini
CEO
Rupert Squires
Client Director
2. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
This is for you if..
2
Platform
✔ SharePoint Online
✔ SharePoint 2010+
✔ MS-SQL Azure
✔ MS-SQL 2008+
Audience
✔ Business Systems Architects
✔ BI & Reporting Analysts
✔ System Integrators
✔ Data Analysts
3. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Today we’ll cover:
3
Problem Solution Use Cases FAQs
4. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
So, what is the problem?
4
SharePoint Lists
&
Document Libraries
Client Data
Knowledge Documents
Product data
Supplier data
Power Apps Data
Reports (Power BI / SSRS)
Integration with LOB systems
Challenges
• 5,000 item API limit
• Slow performance Power BI
• Throttling / Performance
• Unable to join tables
AI Integration
Perform complex SQL queries
5. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
So, what is the problem?
5
SharePoint Lists
&
Document Libraries
Client Data
Knowledge Docs
Product Data
Supplier data
Power Apps Data
Reports (Power BI / SSRS)
Integration with LOB systems
AI Integration
Perform complex SQL queries
6. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
LOB Systems and Single Version of the Truth.
6
Countries
Products
Clients
Invoices
Categories
Products
Suppliers
LOB Invoicing LOB Supply Chain
Custom sync
Complexities arise when
changes are made on both sides
7. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
LOB consolidation and Single Version of the Truth.
7
Countries
Products
Clients
Invoices
Categories
Products
Suppliers
LOB Invoicing LOB Supply Chain
SQL
Views
Products
🡪 Single version of the truth
🡪 Single point of access
8. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
LOB consolidation and Single Version of the Truth.
8
1 Master data kept in SharePoint
2 Data is kept in sync in SQL table
9. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
LOB consolidation and Single Version of the Truth.
9
1 A new item is created in SharePoint
2 Item is replicated to SQL in near real time
10. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Preview content changes before approval to go live
10
Approver
STAGING DATA
LIVE DATA
STAGING
LIVE
Author
E-Mail Approval
Relied on human input which was time
consuming and introduced errors
11. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Preview content changes before approval to go live
11
Lists & Libraries
Approver
PENDING
DATA
STAGING
LIVE
Other Use Cases
Publishing PDF Datasheets
Preview Power BI Reports
Testing LOB Systems
Author
APPROVED
DATA
12. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Preview content changes before approval to go live
12
1 Existing Item in “Approved” status 2 Item is edited and goes into “Pending” status
3 Approved and Pending data are replicated to separate tables.
4 Upon approval, the live table is updated.
13. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Use-case: Reporting on very large lists
13
10million+
Item list
14. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Use-case: Reporting on very large lists
14
10million+
Item list
Direct Query
connection
15. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Use-case: Reporting on very large lists
15
1 SharePoint lists containing 500k+ items
2 List is synchronised to SQL table in near real time
3
Power BI report display real time data
using Direct Query connection
16. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
ChatGPT-style access to Document Libraries
16
Company Policies
Contracts
Knowledge
What is my holiday entitlement?
Can you summarise the ACME
contract?
Employee
Leave Policy
ACME Contract
17. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
ChatGPT-style access to Document Libraries
17
Company Policies
Contracts
Knowledge
+ GPT
What is my holiday entitlement?
You are entitled to 25 days per
year, you can find more details in
the “Holiday entitlement” policy.
Can you summarise the ACME
contract?
The ACMEcontract describes…
Employee
18. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
ChatGPT-style access to Document Libraries
18
1
Documents Library from
Information EXP
Policy Express Solution
2
Chat Assistant answers with information from Document
Library
19. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Facts & Pricing
19
Syncs data from
🡪 SharePoint Lists
🡪 SharePoint Document
Libraries
Works with
🡪 SharePoint 2010+
🡪 SharePoint Online
🡪 MS-SQL Azure
🡪 MS-SQL 2008+
Install
🡪 Low Spec VM
🡪 Existing Server
License
🡪 Per Instance
🡪 Perpetual Licence
🡪 Optional Support + Upgrades
Pricing for 2023 : £4,565, ~$6,000 (USD)
20. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Q&A
www.axioworks.com
info@axioworks.com
www.linkedin.com/company/axioworks-ltd/
@axioworks
20
Download a free trial or
request a live demo
Editor's Notes
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
Welcome everyone
Thank you for attending our webinar
My name’s Francesco, I am CEO of AxioWorks
[Rupert] And I am Rupert, Client director at Information EXP
Ok, let’s start [click]
Talk about why you might want to do this
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
So, what is the problem with SharePoint?
SharePoint is a fantastic platform to store all kind of data…
[click]
Documents about policies, internal knowledge…
Spreadsheets about deals…
Data about suppliers, clients, products…
And now, with the advent of Power Apps, citizen developers are storing all kind of data in SharePoint
The result is that we have very large amounts of data stored in SharePoint, which is good! But…
[click]
We want to use this data outside of SharePoint
For example, in Power BI Reports, or integrate it with other systems, or perform complex SQL queries on it, …
And more recently, with the advent generative AI, feed it to LL models with huge potentials.
[click]
And that is where we have a problem!
SharePoint has so many limitations, that makes practically impossible to integrate its data with other systems.
Namely
the infamous 5k items limit
the limit of lookup columns
Throttling
And performance in general
Just to name a few…
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
So, what is the problem with SharePoint?
SharePoint is a fantastic platform to store all kind of data…
[click]
Documents about policies, internal knowledge…
Spreadsheets about deals…
Data about suppliers, clients, products…
And now, with the advent of Power Apps, citizen developers are storing all kind of data in SharePoint
The result is that we have very large amounts of data stored in SharePoint, which is good! But…
[click]
We want to use this data outside of SharePoint
For example, in Power BI Reports, or integrate it with other systems, or perform complex SQL queries on it, …
And more recently, with the advent generative AI, feed it to LL models with huge potentials.
[click]
And that is where we have a problem!
SharePoint has so many limitations, that makes practically impossible to integrate its data with other systems.
Namely
the infamous 5k items limit
the limit of lookup columns
Throttling
And performance in general
Just to name a few…
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
First use case…
This is a very common situation in many organisations.
A variety of systems,
some maybe built in house, some purchased from third parties…
And each have some data that are also present in others,
for example Product data, Clients, Categories, Employees…
And these data must be kept in sync amongst them.
A common scenario is that custom synchronisation jobs are put in to keep these data in sync,
which can get complex, when changes are made in multiple systems…
Which one was update first? Which has the most reliable data? Very common issues in these scenario…
So, how did SQList help in this case?
[click]
====================================
Rupert
0. Calculated fields
What about if I add a column
Starting from scratch
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
First use case…
This is a very common situation in many organisations.
A variety of systems,
some maybe built in house, some purchased from third parties…
And each have some data that are also present in others,
for example Product data, Clients, Categories, Employees…
And these data must be kept in sync amongst them.
A common scenario is that custom synchronisation jobs are put in to keep these data in sync,
which can get complex, when changes are made in multiple systems…
Which one was update first? Which has the most reliable data? Very common issues in these scenario…
So, how did SQList help in this case?
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
First use case…
This is a very common situation in many organisations.
A variety of systems,
some maybe built in house, some purchased from third parties…
And each have some data that are also present in others,
for example Product data, Clients, Categories, Employees…
And these data must be kept in sync amongst them.
A common scenario is that custom synchronisation jobs are put in to keep these data in sync,
which can get complex, when changes are made in multiple systems…
Which one was update first? Which has the most reliable data? Very common issues in these scenario…
So, how did SQList help in this case?
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
First use case…
This is a very common situation in many organisations.
A variety of systems,
some maybe built in house, some purchased from third parties…
And each have some data that are also present in others,
for example Product data, Clients, Categories, Employees…
And these data must be kept in sync amongst them.
A common scenario is that custom synchronisation jobs are put in to keep these data in sync,
which can get complex, when changes are made in multiple systems…
Which one was update first? Which has the most reliable data? Very common issues in these scenario…
So, how did SQList help in this case?
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
Ok, this was for a company that wanted to publish, data they were storing in SharePoint,to their public websites.
They also had approval on some of that data, and only approved content could go live.
So, what did we do here…
We installed SQList,
and configured it to synchronise PENDING Sharepoint data to one SQL database,
And APPROVED data to another database.
We then pointed the internal, STAGING, website to the PENDING database,
And the public, LIVE, website to the APPROVED database.
This solution, gave them the ability to preview all changes, before approving them to go live.
[demo: two selects, pending and approved]
Just to point out…
[click]
This solution can be applied, just as well, to other applications,
Like Power BI dashboards, feed to other systems,
Endless possibilities…
Ok, next use case…
[click]
===============================
Out of the box
Can we publish PDFs
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
Ok, this was for a company that wanted to publish, data they were storing in SharePoint,to their public websites.
They also had approval on some of that data, and only approved content could go live.
So, what did we do here…
We installed SQList,
and configured it to synchronise PENDING Sharepoint data to one SQL database,
And APPROVED data to another database.
We then pointed the internal, STAGING, website to the PENDING database,
And the public, LIVE, website to the APPROVED database.
This solution, gave them the ability to preview all changes, before approving them to go live.
[demo: two selects, pending and approved]
Just to point out…
[click]
This solution can be applied, just as well, to other applications,
Like Power BI dashboards, feed to other systems,
Endless possibilities…
Ok, next use case…
[click]
===============================
Out of the box
Can we publish PDFs
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
Ok, this was for a company that wanted to publish, data they were storing in SharePoint,to their public websites.
They also had approval on some of that data, and only approved content could go live.
So, what did we do here…
We installed SQList,
and configured it to synchronise PENDING Sharepoint data to one SQL database,
And APPROVED data to another database.
We then pointed the internal, STAGING, website to the PENDING database,
And the public, LIVE, website to the APPROVED database.
This solution, gave them the ability to preview all changes, before approving them to go live.
[demo: two selects, pending and approved]
Just to point out…
[click]
This solution can be applied, just as well, to other applications,
Like Power BI dashboards, feed to other systems,
Endless possibilities…
Ok, next use case…
[click]
===============================
Out of the box
Can we publish PDFs
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
What did we do here…
[click]
First, we installed SQList and made all these data available as SQL Server tables.
[click]
That alone allowed them to use direct query in Power BI and run the reports they needed.
But we didn’t stop there,
There was still the problem of these huge lists in SharePoint, that were too large to manage in a practical way…
So,how did we solve that…
[click]
We first configured SQList *not* to remove items that were deleted in SharePoint, for the SQL tables.
Then…
[click]
We (well, they) built a scheduled job to keep the largest lists trimmed by deleting old items and keeping only the most recent ones.
That made those lists easy to manage in SharePoint.
Note that deleted items, were *not* removed from the SQL tables, and that…
[click]
Made the entirety of the data still available for reporting,
as it should be.
[demo: keep deleted items]
Ok… moving on…
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
What did we do here…
[click]
First, we installed SQList and made all these data available as SQL Server tables.
[click]
That alone allowed them to use direct query in Power BI and run the reports they needed.
But we didn’t stop there,
There was still the problem of these huge lists in SharePoint, that were too large to manage in a practical way…
So,how did we solve that…
[click]
We first configured SQList *not* to remove items that were deleted in SharePoint, for the SQL tables.
Then…
[click]
We (well, they) built a scheduled job to keep the largest lists trimmed by deleting old items and keeping only the most recent ones.
That made those lists easy to manage in SharePoint.
Note that deleted items, were *not* removed from the SQL tables, and that…
[click]
Made the entirety of the data still available for reporting,
as it should be.
[demo: keep deleted items]
Ok… moving on…
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
What did we do here…
[click]
First, we installed SQList and made all these data available as SQL Server tables.
[click]
That alone allowed them to use direct query in Power BI and run the reports they needed.
But we didn’t stop there,
There was still the problem of these huge lists in SharePoint, that were too large to manage in a practical way…
So,how did we solve that…
[click]
We first configured SQList *not* to remove items that were deleted in SharePoint, for the SQL tables.
Then…
[click]
We (well, they) built a scheduled job to keep the largest lists trimmed by deleting old items and keeping only the most recent ones.
That made those lists easy to manage in SharePoint.
Note that deleted items, were *not* removed from the SQL tables, and that…
[click]
Made the entirety of the data still available for reporting,
as it should be.
[demo: keep deleted items]
Ok… moving on…
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
We come to our last use case.
This is not a real-world application but a system we are building at AxioWorks…
It’s still at the prototype phase but I’ll be able to give you a quick preview.
What we have done here, is…
we have take the output of SQList, from SharePoint document libraries, and fed it into a new system that uses OpenAI generative chat.
By doing so, we are able to query content of these document libraries using a ShatGPT-style language.
The result is quite impressive as it allow us to ask questions about the content of the document and get a direct answer.
This is a huge step forward from a SharePoint search, where the result is a list of documents that we then have to go and read to find our answer.
[demo: KNowledge AI Web]
Q:
Q:
[upload a new document to show how it gets automatically digested]
Q:
Q:
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
We come to our last use case.
This is not a real-world application but a system we are building at AxioWorks…
It’s still at the prototype phase but I’ll be able to give you a quick preview.
What we have done here, is…
we have take the output of SQList, from SharePoint document libraries, and fed it into a new system that uses OpenAI generative chat.
By doing so, we are able to query content of these document libraries using a ShatGPT-style language.
The result is quite impressive as it allow us to ask questions about the content of the document and get a direct answer.
This is a huge step forward from a SharePoint search, where the result is a list of documents that we then have to go and read to find our answer.
[demo: KNowledge AI Web]
“What is the materiaty leave policy”
“How muc d
Q:
Q:
[upload a new document to show how it gets automatically digested]
Q:
Q:
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
We come to our last use case.
This is not a real-world application but a system we are building at AxioWorks…
It’s still at the prototype phase but I’ll be able to give you a quick preview.
What we have done here, is…
we have take the output of SQList, from SharePoint document libraries, and fed it into a new system that uses OpenAI generative chat.
By doing so, we are able to query content of these document libraries using a ShatGPT-style language.
The result is quite impressive as it allow us to ask questions about the content of the document and get a direct answer.
This is a huge step forward from a SharePoint search, where the result is a list of documents that we then have to go and read to find our answer.
[demo: KNowledge AI Web]
“What is the materiaty leave policy”
“How muc d
Q:
Q:
[upload a new document to show how it gets automatically digested]
Q:
Q:
[click]
SPEAK SLOWLY, DON’T EAT YOUR WORDS!
Ok, any questions?
If you have any, please put the in the chat.
If you prefer to contact us by email, please email info@axioworks.com
You can download a trial of SQList from our website at www.axioworks.com, you can also register for our newsletter
Please follow us on LinekdIn, we publish updates regularly.
[check questions in chat and answer]
Thank you all for coming! Good bye!