presented by
Andy Hopkins
andyh@chrysalisbts.com
(425) 761-4143
@AndrewSHopkins
REAL WORLD| SHAREPOINT
implementing advanc...
presented by
Andy Hopkins
andyh@chrysalisbts.com
(425) 761-4143
@AndrewSHopkins
REAL WORLD| SHAREPOINT
SharePointworkflow–...
• Real World SharePoint
• Andrew (Andy) Hopkins - Chrysalis BTS
• Vadim Tabakman - Nintex
• What will we discuss today?
We...
AUTOMATED INVOICE PROCESSING
USING SHAREPOINT WORKFLOW
BACKGROUND
…
…
Leaf Sites
• Web Parts
• Document Libraries
• Lists
• Workflows
SharePoint Farm
ServicesPortal
Site Collection
Portal ...
Application Architecture / Design Audit
Workflow environmental impact assessment
Original Application Architecture
A case study in what not to do – critical to success is an understanding of SharePoint w...
Original Application Architecture
A case study in what not to do – critical to success is an understanding of SharePoint w...
Refactored Application Architecture
Consideration for SharePoint workflow strengths and limitations
Sites
Contracts
Invoic...
SharePoint workflow has matured considerably
However, there remain shortcomings
10
VisualStudio
SharePointDesigner
Azure
S...
• Cross system workflow
• Marketing content distribution
• New employee onboarding automation
• Loan processing
• Error ha...
Resources and Contact
Real World SharePoint
Please Give Us Your Feedback
• Matt will send you an email with a link to the ...
13
&
14
presented by
Dave Healey
dhealey@chrysalisbts.com
(206) 734-9414
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Real World SharePoint- Insights in SharePoint Workflow

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SharePoint 2013 introduced a new approach to workflows that promises to create opportunities to develop new solutions which integrate SharePoint into broader workloads. However, whether you’re building workflows on SharePoint 2013 or on SharePoint 2007, it’s important to understand the architecture as well as the benefits… and implications of workflow processes. In this session, we’ll discuss the SharePoint workflow architecture, execution model, and process monitoring. We’ll look at real world workflows and discuss potential pitfalls. We’ll also survey the boundary cases for SharePoint workflows and look at an ISV solution that extends beyond where SharePoint leaves off in building enterprise scale business processes.

Key Takeaways
SharePoint 2013 workflow architecture
Best practices in SharePoint workflow development
Real world insights on what works and what doesn’t
Identify new workflow application scenarios

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Real World SharePoint- Insights in SharePoint Workflow

  1. 1. presented by Andy Hopkins andyh@chrysalisbts.com (425) 761-4143 @AndrewSHopkins REAL WORLD| SHAREPOINT implementing advanced business solutions
  2. 2. presented by Andy Hopkins andyh@chrysalisbts.com (425) 761-4143 @AndrewSHopkins REAL WORLD| SHAREPOINT SharePointworkflow–architectforsuccess
  3. 3. • Real World SharePoint • Andrew (Andy) Hopkins - Chrysalis BTS • Vadim Tabakman - Nintex • What will we discuss today? Welcome
  4. 4. AUTOMATED INVOICE PROCESSING USING SHAREPOINT WORKFLOW BACKGROUND
  5. 5. … … Leaf Sites • Web Parts • Document Libraries • Lists • Workflows SharePoint Farm ServicesPortal Site Collection Portal & Site Structure Customer Portals Vendor Portals Top Level Portal • Site Services • Search Service • Managed Metadata Service • User Profile Service • InfoPath Form Service • Business Connectivity Service Invoicing Solution Architecture SharePoint 2007
  6. 6. Application Architecture / Design Audit Workflow environmental impact assessment
  7. 7. Original Application Architecture A case study in what not to do – critical to success is an understanding of SharePoint workflow limitations Sites Contracts Invoices Changed Contract on update Changed Contract 2 on update Create Invoice on update Changed Invoice on update Invoice Notification 2 on update Invoice Permissions on update New Invoice on create Vendor Permissions on update New Contract on create Vendor Permissions on update Changed Site on update Changed Site 2 on update Send Site to NOC on update New Site on create Sync Site to NOC on update
  8. 8. Original Application Architecture A case study in what not to do – critical to success is an understanding of SharePoint workflow limitations Contracts Changed Contract on update Changed Contract 2 on update Create Invoice on update Vendor Permissions on update New Contract on create New Contract on create Changed Contract on update Changed Contract 2 on update Create Invoice on update Vendor Permissions on update 1.85 Million workflows in 3 days!!
  9. 9. Refactored Application Architecture Consideration for SharePoint workflow strengths and limitations Sites Contracts Invoices Changed Contract on update Changed Contract 2 Create Invoice Changed Invoice on update Invoice Notification 2 Invoice Permissions New Invoice on create Vendor Permissions New Contract on create Vendor Permissions Changed Site on update Changed Site 2 Send Site to NOC New Site on create Sync Site to NOC
  10. 10. SharePoint workflow has matured considerably However, there remain shortcomings 10 VisualStudio SharePointDesigner Azure Service Bus Access Control (OAuth2) EventsContent Solutions Apps SharePoint 2013 SP 2010 Workflow Host _API (REST OM) Workflow Services Manager Instances 2010 InteropDeployment Messaging Azure Workflow Service Application Proxy WorkflowClient REST Calls Events Azure Workflow
  11. 11. • Cross system workflow • Marketing content distribution • New employee onboarding automation • Loan processing • Error handling, Reusability, Maintainability • Critical business processes 11 Workflow Application Scenarios
  12. 12. Resources and Contact Real World SharePoint Please Give Us Your Feedback • Matt will send you an email with a link to the presentation and the eval or visit… www.chrysalisbts.com/index.php/events/rws/search/eval/ Successful SharePoint is About Community • Share your Real World SharePoint stories #RWSharePoint • Ask the global SharePoint community for their insight #SPHelp • Attend or speak at SharePoint Summit(We’d love to meet you at #SPSSV) • Join your local SPUG – We’ll be speaking at the Portland SharePoint User Group July 17 Real World SharePoint: Search Presentation • www.slideshare.net/andyhopkins Andrew (Andy) Hopkins • andyh@chrysalisbts.com • @AndrewSHopkins Vadim Tabakman • Vadim.tabakman@nintex.com • @vadim_tabakman
  13. 13. 13 &
  14. 14. 14 presented by Dave Healey dhealey@chrysalisbts.com (206) 734-9414
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