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Cutting costs using sharepoint 2010<br />Alan Richards<br />
About Me<br />Alan Richards<br />Information Systems Manager @ West Hatch High School<br />Worked in IT in Schools for ove...
Paperless School Project<br />Tight economic conditions<br />Reducing budgets<br />Portray a different view of IT<br />Not...
Topics<br />SharePoint 2010<br />List or form library<br />InfoPath 2010<br />Form design<br />Interaction with SharePoint...
SharePoint 2010<br />
List or Form Library<br />Form library<br />Stores copy of form as it was completed<br />Can store data fields from the fo...
InfoPath 2010<br />
InfoPath 2010<br />Part of the Office suite<br />Used to create forms from a multiple of sources<br />Multiple ways of sub...
Demo<br />
Sharepoint designer 2010<br />
SharePoint Designer 2010<br />Mostly known for branding SharePoint<br />Used to design workflows<br />For complicated work...
Demo<br />
Fitting it all together<br />DEMO<br />
Best Practice<br />Create the list using InfoPath 2010<br />Stores all the fields from the form<br />Easily extract the da...
Contact Me<br />arichards@westhatch.essex.sch.uk<br />www.edutechnow.com<br />twitter.com/arichards_Saruk<br />
Thank You for listening<br />
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European SharePoint Best Practice Conference - April 2011

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Slide deck from the European SharePoint Best Practice Conference in London, April 2011.

How to use SharePoint 2010 to cut costs and improve efficiency

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Transcript of "European SharePoint Best Practice Conference - April 2011"

  1. 1. Cutting costs using sharepoint 2010<br />Alan Richards<br />
  2. 2. About Me<br />Alan Richards<br />Information Systems Manager @ West Hatch High School<br />Worked in IT in Schools for over 17 years<br />Experience<br />First School in UK to launch SharePoint 2010 based public website<br />Presented at many SharePoint events and the BETT 2011 show in London<br />Many Microsoft case studies and press articles about how we use IT and in particular SharePoint<br />
  3. 3. Paperless School Project<br />Tight economic conditions<br />Reducing budgets<br />Portray a different view of IT<br />Not a black hole for money<br />Invest to save<br />Academic Review Day<br />£8000 a year spent on paper and admin for 2 days a year<br />Transfer all paperwork into online forms<br />Easier data analysis<br />Easier reporting<br />Data to hand<br />
  4. 4. Topics<br />SharePoint 2010<br />List or form library<br />InfoPath 2010<br />Form design<br />Interaction with SharePoint 2010<br />Rules<br />Submitting data methods<br />SharePoint Designer 2010<br />Designing workflows<br />Workflow initiation<br />
  5. 5. SharePoint 2010<br />
  6. 6. List or Form Library<br />Form library<br />Stores copy of form as it was completed<br />Can store data fields from the form<br />These fields can be used to search the data<br />List<br />Does not store copy of form<br />Does store a link to open the form<br />Stores all data fields in the list<br />Lists can be exported to Excel<br />
  7. 7. InfoPath 2010<br />
  8. 8. InfoPath 2010<br />Part of the Office suite<br />Used to create forms from a multiple of sources<br />Multiple ways of submitting data<br />List<br />SQL<br />Email<br />
  9. 9. Demo<br />
  10. 10. Sharepoint designer 2010<br />
  11. 11. SharePoint Designer 2010<br />Mostly known for branding SharePoint<br />Used to design workflows<br />For complicated workflows you can design in Visio and import into Designer<br />
  12. 12. Demo<br />
  13. 13. Fitting it all together<br />DEMO<br />
  14. 14. Best Practice<br />Create the list using InfoPath 2010<br />Stores all the fields from the form<br />Easily extract the data<br />Set options for successful and failed submission<br />Use code in InfoPath to reduce clicks <br />Make it easier for the user<br />Filter fields from data in other fields<br />Auto complete fields if you can<br />Make relevant fields read only<br />Use validation rules<br />Limit view to list items<br />Add code to the end of the newform.aspx address<br />/Listname/NewForm.aspx?Source=/SitePages/Default.aspx<br />Set permissions on list<br />Read items<br />Edit items<br />
  15. 15. Contact Me<br />arichards@westhatch.essex.sch.uk<br />www.edutechnow.com<br />twitter.com/arichards_Saruk<br />
  16. 16. Thank You for listening<br />
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