Watch this session to learn how you can turn business processes that can be found everywhere into workflows. Datapolis project manager Tomasz Głogosz explains what challenges you may meet on the road of workflow implementation in SharePoint and what are the ways to tackle them. This session was presented for the first time at SharePoint Saturday Dubai 2016, where Datapolis was Platinum Sponsor.
2. Who am I?
Tomasz Głogosz
Project Manager at Datapolis
Certificates: MCTS, MCTD, PMI PMP
10+ years of IT work experience:
- Document management systems
- Intranet and extranet portals
- 3rd party SharePoint solutions
https://pl.linkedin.com/in/tomaszglogosz
3. How the story goes?
• Where are processes?
• Why do we need workflows?
• Tackling challenges!
• Finally punchline
5. Where are processes?
Business Process - a collection of related, structured activities
or tasks that produce a specific service or
product
6. Where are processes?
• How to create business process?
„please put new invoices on my desk every day, I will sign them
and bring to the finance department”
„to get a loan you need to fill out this form, then I will bring it to
the director for approval and after that we will tell the financial
department to give you money”
„if you like to go on vacation, fill out the form, bring it to the
manager, if he accepts he will sign it, then bring it to the director,
she also signs and then bring it to the financial department, so
they will count your free days and send info to the archive…”
23. Can do anything we need
• Custom forms
• Custom web parts/ribbon customizations
• Custom activities
Part min MD
4 x Custom Forms 2
Ribbon buttons + roles 2
Workflow 2
Tests 1
SUM 7
Solutions MD
Minimal 7
Customized +100%
Flexible +???
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35. Tackling challenges!
• Challenge 1: Let’s create a workflow! – summary
Needs
fulfilled?
License cost Dev time Dev cost Total cost Total cost for 5
workflows
SP Designer 50% 0 + 700 USD 1,5 MD 1200 USD 1800 USD 6 700 USD
Visual Studio 100% 1000 USD 7 MD 5250 USD 6250 USD 27 250 USD
Datapolis
Process System
100% 4500 USD 0,5 MD 400 USD 4900 USD 6 500 USD
39. • Package to solution or App with workflows
• Workflow – deploy through Object Model / PowerShell / Web
Service
40. • Import/export + matching
• Site Templates support
• PowerShell/OM match+deploy
41. Tackling challenges!
• Challenge 2: Let’s move a workflow! – summary
Export-Import
Yes No Yes
Export->Import on Web Site from
Template Yes* Yes Yes
Save and then create Web Site
from template Yes Yes Yes
Export -> Import on different
Web Site No No Yes
Ensure process compliance
-to make sure the process is beeing run in the correct way
-e.g. Holidays are accepted firstly by manager, then by director or h.r.
Automate tasks
-to make specific task been made by system (like sending a mail)
Streamline processes
-to speed up process
-due to automatically leading user by process user do his job faster. Things that used to be done in days now takes hours.
-e.g. Ensure that right manager will get holiday application to accept in right time
Track processes
-to see who was involved in process, what was done, when
-to get statistics of work, e.g. Time of response in help desk process.
Mind blow
Sticky notes
Guard
workflow
Not ideally what we need
Tasks for tasks
Only one form for all of things we would like to do in state
Graphocal designs – very bad
Normal design – do not know what happening – technical and business layers mixed
Need to add content types
Flexible – ready for other, other lists etc. With mechanism that helps you attach it.