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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
  • Transcript

    • 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
      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
    • 16. 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
    • 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
      1
      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 Info@WinWire.com 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:
      @WinWire
      Vineet Arora
      CTO
      info@winwire.com
    • 36. Workflow Solution Spectrum
      Increasing Functionality
      SharePoint Designer
      Browser
      Visual Studio

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