SharePoint Saturday Bend            presents: Advanced WorkflowCreation in SharePoint      2007-2010  Streamlining Your Bu...
Agenda•   SharePoint Workflows – High Level•   Differences - Tasks Workflow and Taskless•   Demo: Standard Approval Tasks ...
What are SharePoint workflows?        “Workflow is a term used to describe the tasks,        procedural steps, organizatio...
What are SharePoint workflows good for?       •   Publishing documents       •   Gathering approvals       •   Garnering f...
Why create Taskless workflows in SharePoint?       • Allows busy users to complete tasks faster       • Further streamline...
DemoTask Workflow
What tools are required to build workflows?       Environment:       • Critical - VMWare or Virtual PC       • Windows Ser...
How do we create Taskless workflows       Magic. Well, even better than Magic actually…       The concepts of creating tas...
DemoTaskless Workflows
What workflows have we created like this?       • Capital Expenditures       • Employee Status Changes V2       • Store Ma...
How much time does it cut from the process?       Comparing two projects we have recently done,         we have achieved a...
Why do users like task less workflows?       • Users have the information right in front of them         that they are goi...
What are the constraints for task less workflows?         • Constraints? What Constraints?         • Only works with InfoP...
Conclusion and Questions/Answers      • You can have the best of both worlds with task        less workflows – streamlined...
Upcoming SlideShare
Loading in …5
×

Advanced workflow creation in share point 2007 spsbend 2011

1,481 views
1,396 views

Published on

Published in: Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,481
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
24
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Advanced workflow creation in share point 2007 spsbend 2011

  1. 1. SharePoint Saturday Bend presents: Advanced WorkflowCreation in SharePoint 2007-2010 Streamlining Your Business Processes AND Making UsersHappy with Task Less Workflows
  2. 2. Agenda• SharePoint Workflows – High Level• Differences - Tasks Workflow and Taskless• Demo: Standard Approval Tasks Workflow• Tools List• Demo: How to Build a Taskless Workflow• Benefits/Constraints of Taskless Workflows• Conclusion and Questions/Answers Advanced Workflow Creation in SharePoint 2007-2010
  3. 3. What are SharePoint workflows? “Workflow is a term used to describe the tasks, procedural steps, organizations or people involved, required input and output information, and tools needed for each step in a business process.” – WhatIs.com SharePoint workflows allow organizations to move any SharePoint business artifact (Word document, InfoPath form, etc.) through a series of steps and approvals. SharePoint 2007 has this ability built into the engine and comes with several out of the box workflows: Approval, Collect Feedback, etc. Advanced Workflow Creation in SharePoint 2007-2010
  4. 4. What are SharePoint workflows good for? • Publishing documents • Gathering approvals • Garnering feedback on work • Interdepartmental business processes • Automating manual paper driven processes • Controlling / Auditing processes • Eliminate human error • Performing tedious manual work • Saving your company money! Advanced Workflow Creation in SharePoint 2007-2010
  5. 5. Why create Taskless workflows in SharePoint? • Allows busy users to complete tasks faster • Further streamlines business processes • Still allows for auditing/workflow processing • Keeps the „bounce‟ factor to a minimum • All the power of SharePoint workflows without all the messy tasks! Advanced Workflow Creation in SharePoint 2007-2010
  6. 6. DemoTask Workflow
  7. 7. What tools are required to build workflows? Environment: • Critical - VMWare or Virtual PC • Windows Server 2003/2008 • SharePoint Server 2007/2010 • InfoPath 2007 Forms Services • Visual Studio 2008/2010 • Office 2007/2010 Advanced Workflow Creation in SharePoint 2007-2010
  8. 8. How do we create Taskless workflows Magic. Well, even better than Magic actually… The concepts of creating task less workflows: • Create two site columns to keep track of your workflow „actions‟ and your workflow „state‟ • Add the two columns into your InfoPath form. • InfoPath form reads the workflow state column and displays the appropriate UI • InfoPath form sets the workflow action as the user selects what they want to do with the form. • The workflow reads the workflow action and depending upon what it says performs the next action in the workflow. Advanced Workflow Creation in SharePoint 2007-2010
  9. 9. DemoTaskless Workflows
  10. 10. What workflows have we created like this? • Capital Expenditures • Employee Status Changes V2 • Store Management Performance Evaluations • S&SP List and Hiring Applications • Assistant Manager List and Hiring Applications • Store Manager List and Hiring Applications Advanced Workflow Creation in SharePoint 2007-2010
  11. 11. How much time does it cut from the process? Comparing two projects we have recently done, we have achieved at least a 25% improvement in time spent processing forms by eliminating tasks! 25% for this process equated to a savings of 40 hours of time each month! A final step of the process cut out several human interventions as well, which further automated the process. Depending on your process, of course. Advanced Workflow Creation in SharePoint 2007-2010
  12. 12. Why do users like task less workflows? • Users have the information right in front of them that they are going to process. • Eliminates bouncing from one item to another and all processing happens right in the form. • Users can see what has been done prior by other users in an Audit Trail. • Greater control on their User Experience compared to Tasks. Advanced Workflow Creation in SharePoint 2007-2010
  13. 13. What are the constraints for task less workflows? • Constraints? What Constraints? • Only works with InfoPath forms and not other artifacts that might need to run through a workflow like Word documents, images, etc. • Multiple people cannot be tasked at the same time. Well…maybe. • Tasks are good for activities that don‟t directly relate to the item the workflow is running on like gathering feedback from multiple people. Advanced Workflow Creation in SharePoint 2007-2010
  14. 14. Conclusion and Questions/Answers • You can have the best of both worlds with task less workflows – streamlined processes and usability. • It does save users time even though it‟s a bit of investment to build. • Almost any process can be automated using this approach. Questions? Advanced Workflow Creation in SharePoint 2007-2010

×