Effective Business Process Design with SharePoint

presentsEffective Business Process Designwith SharePoint 2010

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
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HQ: Silicon Valley, CA
Hyderabad, India

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Effective Business Process Designwith SharePoint 2010
Vineet Arora
Chief Technology Officer
WinWire Technologies

What will we cover…
Business Process:
Implementation challenges
SharePoint as solution
Case study
Best practices

Challenges in business process implementation

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

SharePoint based business processes

What does a business process implementation looks like?

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

Implement on Sharepoint

Implementing Workflow in SharePoint

SharePoint 2010 Workflows

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

Summarize: Workflow options in SharePoint 2010
Business
Out of the Box Workflows
1
Visio process diagrams
2
Custom OOB Workflows
Custom
OOTB
3
SharePoint Designerdeclarative workflows
4
WF in Visual Studio
Custom action
Code-based custom
BizTalk integration
Technical

What does the process look like…
Business Analyst/Process Designer
Professional developer
Designer/IW/Power User
Import
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
Export

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

Steps to implement business process

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

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
1
SharePoint Workflow created in Visio Premium 2010
Issues window highlighting workflow errors

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”

Visio Visualization for running processes
Visualize a single workflow instance
Not for aggregation, reporting or auditing
Only for SharePoint Designer

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

Case studies

Workflow solution overview

Process automation: Complex Workflows

State machine Workflow Design
Cases can be manually entered to the system or can be received electronically through website.
Order Entry - > First Call - > Status Call - > Imaging -> Billing - > Release
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

Sequential Workflow Design

Next Steps
“How can I leverage SharePoint 2010 in my organization?”
Schedule a complementary, 1 hour meeting with WinWire
Mail us Info@WinWire.com to reserve a slot today!
WinWire will
Assess current collaboration maturity
Offer helpful advice and recommendations for improvement
Roadmap considerations before implementation
Other best practices to keep in mind

Questions & Answers
FAQ #1: Can I get a copy of the slides? Yes!

THANK YOU
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For further information, please contact:
@WinWire
Vineet Arora
CTO
info@winwire.com

Workflow Solution Spectrum
Increasing Functionality
SharePoint Designer
Browser
Visual Studio

Effective Business Process Design with SharePoint

by WinWire Technologies Inc

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