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Effective Business Process Design with SharePoint
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Effective Business Process Design with SharePoint



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  • The Premium sku include SharePoint workflow functionality.Validation is actually part of the engine which allows for other validation logice, not just specific to Workflow diagrams.1 – validation is accessible from the Process tab in Visio Premium2 – any validation issues are managed in the issues window allowing the user to navigate the diagram and fix any reported issues3 – SharePoint workflow template with all the supported SharePoint workflow 4 – then export this workflow to SPD and then even Visual Studio to futher customize
  • 1 – export to SPD using VWI file format2 – import to SPD, parameterize this and publish to your site3 – Visio Services even plays a role in SharePoint workflow as you can choose to see the real time status of the steps in the workflow4 – You can also export back to Visio which allows you to easily build documentation about the workflow or collaborate and make changes to the workflow visually


  • 1. presentsEffective Business Process Designwith SharePoint 2010
  • 2. Introduction to WinWire
    WinWire Technologies is a super-specialist consulting firm focused exclusively on Microsoft SharePoint and Business Intelligence
    WinWire’s focus is to help Enterprise customers realize their business goals by
    “Making Information Actionable™”
    Bangalore, India
    HQ: Silicon Valley, CA
    Hyderabad, India
  • 3. WinWire Core Competencies
  • 4. Effective Business Process Designwith SharePoint 2010
    Vineet Arora
    Chief Technology Officer
    WinWire Technologies
  • 5. What will we cover…
    Business Process:
    Implementation challenges
    SharePoint as solution
    Case study
    Best practices
  • 6. Challenges in business process implementation
  • 7. SharePoint enabling the Connected Enterprise
    Collaboration happens on SharePoint
    People share data with others
    People consume information
    Need for workflows to manage it
    Two types of workflows needed
    System – move data inand out of SharePoint
    Human – support peoplewith long-running processes
  • 8. SharePoint based business processes
  • 9. What does a business process implementation looks like?
  • 10. Example: Expense Reporting
    Many variations depending on business
    But most tend to follow a similar archetype
    In our context, employees interacting with a document library on SharePoint
  • 11. Implement on Sharepoint
  • 12. Implementing Workflow in SharePoint
  • 13. SharePoint 2010 Workflows
  • 14. Ease of implementing - 2007 vs. 2010
    In addition, Sharepoint 2010 support workflows to be used multiple times and provide workflow templates for later use in SharePoint
  • 15. Summarize: Workflow options in SharePoint 2010
    Out of the Box Workflows
    Visio process diagrams
    Custom OOB Workflows
    SharePoint Designerdeclarative workflows
    WF in Visual Studio
    Custom action
    Code-based custom
    BizTalk integration
  • 16. What does the process look like…
    Business Analyst/Process Designer
    Professional developer
    Designer/IW/Power User
    Create lists & libs
    Design Web Pages
    Web part hook-up
    Views & forms
    Declarative Workflows
    Custom Web Parts
    Code Workflows
    Event Receivers
    List Definitions
    Application Pages
    Design skeleton workflow processes
    View workflow visualizations
    Design data-backed business diagrams
    WSP Package
  • 17. Types of Workflows in SharePoint 2010
    List Workflow
    Associated with a list
    Much like MOSS 2007 Workflows
    Can be created in SPD 2010
    Can be imported/exported from Visio
    Reusable Workflow
    Can be assigned to content type
    Can be exported to .wsp for use in other sites
    Can be imported/exported from Visio
    Can be created in SPD 2010 & VS2010
    Site Workflow
    Not bound by a list
    Manually Started or via OM
    Can be created in SPD 2010 & VS2010
  • 18. Steps to implement business process
  • 19. Creating Workflows in Visio 2010
    Visio has SharePoint Workflow template
    Allows you to create workflow design in Visio
    Workflow can be exported to SharePoint Designer
  • 20. Develop Workflows with No Coding
    Diagram Validation
    Export and Import workflows between Microsoft Visio Premium 2010 and SharePoint Designer 2010
    SharePoint Workflow Actions and Conditions
    SharePoint Workflow created in Visio Premium 2010
    Issues window highlighting workflow errors
  • 21. Implement rules in business process
    View all task information
    Customize the whole process, or individual tasks (or both)
    Build robust behaviors
    “If 50% agree, auto-approve”
    “If user is unavailable, escalate to manager”
    “If this task wasn’t meant for me, let me reassign it to another user”
  • 22. Visio Visualization for running processes
    Visualize a single workflow instance
    Not for aggregation, reporting or auditing
    Only for SharePoint Designer
  • 23. SharePoint Workflow created in Visio Premium 2010 exported to SharePoint Designer 2010
    Visio Services allows visualization of an executing workflow on SharePoint Server 2010
    Imported workflow appears as text in SharePoint Designer and can be parameterized and published to SharePoint Server 2010
    SharePoint Designer 2010 allows the workflows to be exported to Visio Premium 2010 for documentation and communication of workflows to a broader audience
    Putting it all together
  • 24. Case studies
  • 25. Workflow solution overview
  • 26. Process automation: Complex Workflows
  • 27. State machine Workflow Design
    • Cases can be manually entered to the system or can be received electronically through website.
    • 28. Order Entry - > First Call - > Status Call - > Imaging -> Billing - > Release
    • 29. At any point of time if an exception occurs the case is assigned to Exception team where the exception is fixed and introduced back to the main flow
  • Workflow solution overview
  • 30. Sequential Workflow Design
  • 31. Next Steps
    “How can I leverage SharePoint 2010 in my organization?”
    Schedule a complementary, 1 hour meeting with WinWire
    Mail us to reserve a slot today!
    WinWire will
    • Assess current collaboration maturity
    • 32. Offer helpful advice and recommendations for improvement
    • 33. Roadmap considerations before implementation
    • 34. Other best practices to keep in mind
  • Questions & Answers
    FAQ #1: Can I get a copy of the slides? Yes!
  • 35. THANK YOU
    Fill out survey and you could win a $50 American Express Gift Card!
    For further information, please contact:
    Vineet Arora
  • 36. Workflow Solution Spectrum
    Increasing Functionality
    SharePoint Designer
    Visual Studio