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1 | SharePoint Saturday New York City 2013
The In’s and Out’s of SharePoint Workflow
100 Level Look
Thanks toOur Sponsors!
3 | SharePoint Saturday New York City 2013
@KellerPoint
4 | SharePoint Saturday New York City 2013
5 | SharePoint Saturday New York City 2013
What Is Workflow?
6 | SharePoint Saturday New York City 2013
A Quote
“The best decisions are
those taken understanding
the whole picture.”
-...
7 | SharePoint Saturday New York City 2013
Got Business Data?
8 | SharePoint Saturday New York City 2013
What If?
9 | SharePoint Saturday New York City 2013
Hold People Accountable
10 | SharePoint Saturday New York City 2013
Create an Audit Trail
11 | SharePoint Saturday New York City 2013
Save a TON of Cash~!
12 | SharePoint Saturday New York City 2013
Dreams Come True
13 | SharePoint Saturday New York City 2013
SharePoint Workflow
14 | SharePoint Saturday New York City 2013
Not to be confused with
15 | SharePoint Saturday New York City 2013
Why SharePoint
Workflow
16 | SharePoint Saturday New York City 2013
Employees
17 | SharePoint Saturday New York City 2013
Data in SharePoint?
18 | SharePoint Saturday New York City 2013
Increase your SP ROI
19 | SharePoint Saturday New York City 2013
Makes Sense
20 | SharePoint Saturday New York City 2013
How it Works
21 | SharePoint Saturday New York City 2013
Data In Lists
22 | SharePoint Saturday New York City 2013
Data in Libraries
23 | SharePoint Saturday New York City 2013
Sites
24 | SharePoint Saturday New York City 2013
Content Types
25 | SharePoint Saturday New York City 2013
What Are your Options
26 | SharePoint Saturday New York City 2013
OOB Workflows
27 | SharePoint Saturday New York City 2013
SharePoint Designer
28 | SharePoint Saturday New York City 2013
Visual Studio
29 | SharePoint Saturday New York City 2013
3rd Party Apps
30 | SharePoint Saturday New York City 2013
• Your Needs
• Skills of Current Staff
• Availability of Resources
• Budget
• ...
31 | SharePoint Saturday New York City 2013
Simple ROI
32 | SharePoint Saturday New York City 2013
Manual Process
 Leave Request Solution
 13,000 Employees
 7 Annual Requests...
33 | SharePoint Saturday New York City 2013
Automated Process
 Leave Request Solution Leveraging SharePoint WF
 13,000 E...
34 | SharePoint Saturday New York City 2013
So Why is this
Important?
35 | SharePoint Saturday New York City 2013
Save Time
36 | SharePoint Saturday New York City 2013
Save Money
37 | SharePoint Saturday New York City 2013
More Productive
38 | SharePoint Saturday New York City 2013
Be a ROCKSTAR
39 | SharePoint Saturday New York City 2013
Milton is Proud!
40 | SharePoint Saturday New York City 2013
When Workflow Makes Sense
41 | SharePoint Saturday New York City 2013
Highly Transactional
42 | SharePoint Saturday New York City 2013
Justify ROI
43 | SharePoint Saturday New York City 2013
Do NOT
44 | SharePoint Saturday New York City 2013
Secrets to Gathering WF Requirements
45 | SharePoint Saturday New York City 2013
Don’t Use Software
46 | SharePoint Saturday New York City 2013
Identify Process Owners
47 | SharePoint Saturday New York City 2013
Ask Why
48 | SharePoint Saturday New York City 2013
Ask Why Again
49 | SharePoint Saturday New York City 2013
Repeat
50 | SharePoint Saturday New York City 2013
Get Confirmation
51 | SharePoint Saturday New York City 2013
Can We change this?
52 | SharePoint Saturday New York City 2013
No Change? Why?
53 | SharePoint Saturday New York City 2013
Don’t Be Afraid
54 | SharePoint Saturday New York City 2013
You Might….
55 | SharePoint Saturday New York City 2013
Questions
56 | SharePoint Saturday New York City 2013
SPECIAL THANK YOU!
57 | SharePoint Saturday New York City 2013
 Jason Keller
 jkeller@tekdoginc.com
 614-300-2860
 www.tekdoginc.com
Cont...
58 | SharePoint Saturday New York City 2013
Live Demonstration
Please fill out session evaluations
and
thank you for attending!
60 | SharePoint Saturday New York City 2013
 Please remember to turn in your filled out bingo
cards and event evaluations...
Thanks toOur Sponsors!
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The Ins and Outs of SharePoint Workflow- 100 Level Look

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The Ins and Outs of SharePoint Workflow- A 100 Level Look

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  • ason Keller is currently the President and CEO of TekDog Inc. Jason has an extensive IT background then encompasses the entire IT ecosystem over the past 15 years. Currently, Jason acts as the lead technical instructor for TekDog’s various SharePoint and Nintex user adoption programs in addition to spearheading TekDog’s rapid growth within the SharePoint community.

Jason is a very active member of the SharePoint community and frequently speaks at SharePoint User Group meetings , SharePoint Saturday’s and other conferences around the country. Jason is know for his humorous and off the wall presentations and often pushes the line between humor and technology to keep audiences attention and to push the envelope of education and learning. 


Jason’s extensive background includes: Practice Management, Product Management, Project Management, Website Design, Business Analysis, Technical Writing, Hardware and Software Support, Technology Instruction, and Networking.

Specialties: User Adoption & Training, Microsoft SharePoint 2010, MOSS 2007, Nintex Workflow, Application Development, Project Management, Project Delivery, Microsoft .NET, CRM, Dynamics, SAAS, Windows Mobile, WordPress, DotNetNuke, Joomla
  • TekDog Inc. is a division of TekPublishing Inc. With offices in Cincinnati and Columbus Ohio, Tek Publishing specializes in end-user adoption of Microsoft products including SharePoint, Nintex Workflow, Windows Office 365 & Office.
  • Workflow is business process. In this presentation we will examine how to attach business process to the content that you currently store in SharePoint.
  • A Quote is attached… hope this note helps. Love ya!
  • We are surrounded in business data. It is everywhere! On our desk, files shares, laptops… email… It’s everywhere.
  • Workflow can help keep people accountable by assigning tasks to individuals
  • Workflow creates an audit trail of activities that can be looked at and reported on.
  • Workflow means efficiency and efficiency means saving money! Saving money means more trips to the Bahamas!
  • You can have all these by leveraging SharePoint Workflow! Except the trip to the Bahamas that is…
  • Not to be confused with…
  • So why should you use SharePoint Workflow?
  • Well, your staff already is using SharePoint as an Intranet, Team Sites, Project Sites, collaboration etc. Leverage what your staff is already using.
  • Data in Lists and Libraries
  • By Leveraging your investment in SharePoint you increase the ROI. ROI makes Executives happy!
  • Transcript of "The Ins and Outs of SharePoint Workflow- 100 Level Look"

    1. 1. 1 | SharePoint Saturday New York City 2013 The In’s and Out’s of SharePoint Workflow 100 Level Look
    2. 2. Thanks toOur Sponsors!
    3. 3. 3 | SharePoint Saturday New York City 2013 @KellerPoint
    4. 4. 4 | SharePoint Saturday New York City 2013
    5. 5. 5 | SharePoint Saturday New York City 2013 What Is Workflow?
    6. 6. 6 | SharePoint Saturday New York City 2013 A Quote “The best decisions are those taken understanding the whole picture.” -unknown
    7. 7. 7 | SharePoint Saturday New York City 2013 Got Business Data?
    8. 8. 8 | SharePoint Saturday New York City 2013 What If?
    9. 9. 9 | SharePoint Saturday New York City 2013 Hold People Accountable
    10. 10. 10 | SharePoint Saturday New York City 2013 Create an Audit Trail
    11. 11. 11 | SharePoint Saturday New York City 2013 Save a TON of Cash~!
    12. 12. 12 | SharePoint Saturday New York City 2013 Dreams Come True
    13. 13. 13 | SharePoint Saturday New York City 2013 SharePoint Workflow
    14. 14. 14 | SharePoint Saturday New York City 2013 Not to be confused with
    15. 15. 15 | SharePoint Saturday New York City 2013 Why SharePoint Workflow
    16. 16. 16 | SharePoint Saturday New York City 2013 Employees
    17. 17. 17 | SharePoint Saturday New York City 2013 Data in SharePoint?
    18. 18. 18 | SharePoint Saturday New York City 2013 Increase your SP ROI
    19. 19. 19 | SharePoint Saturday New York City 2013 Makes Sense
    20. 20. 20 | SharePoint Saturday New York City 2013 How it Works
    21. 21. 21 | SharePoint Saturday New York City 2013 Data In Lists
    22. 22. 22 | SharePoint Saturday New York City 2013 Data in Libraries
    23. 23. 23 | SharePoint Saturday New York City 2013 Sites
    24. 24. 24 | SharePoint Saturday New York City 2013 Content Types
    25. 25. 25 | SharePoint Saturday New York City 2013 What Are your Options
    26. 26. 26 | SharePoint Saturday New York City 2013 OOB Workflows
    27. 27. 27 | SharePoint Saturday New York City 2013 SharePoint Designer
    28. 28. 28 | SharePoint Saturday New York City 2013 Visual Studio
    29. 29. 29 | SharePoint Saturday New York City 2013 3rd Party Apps
    30. 30. 30 | SharePoint Saturday New York City 2013 • Your Needs • Skills of Current Staff • Availability of Resources • Budget • ROI Picking Which Tool to Use
    31. 31. 31 | SharePoint Saturday New York City 2013 Simple ROI
    32. 32. 32 | SharePoint Saturday New York City 2013 Manual Process  Leave Request Solution  13,000 Employees  7 Annual Requests Per Employee = 91,000 Requests  Average Request Takes 15 Minutes  Total Process Time of 22,750 Hours  Avg. Overhead Employee Hourly rate = $35/hr Total Process Cost= $796,250.00
    33. 33. 33 | SharePoint Saturday New York City 2013 Automated Process  Leave Request Solution Leveraging SharePoint WF  13,000 Employees  7 Annual Requests Per Employee = 91,000 Requests  Average Request Takes 5 Minutes  Total Process Time of 7,583 Hours  Avg. Overhead Employee Hourly rate = $35/hr Total Process Cost= $265,416.00 Total Savings= $530,833.00
    34. 34. 34 | SharePoint Saturday New York City 2013 So Why is this Important?
    35. 35. 35 | SharePoint Saturday New York City 2013 Save Time
    36. 36. 36 | SharePoint Saturday New York City 2013 Save Money
    37. 37. 37 | SharePoint Saturday New York City 2013 More Productive
    38. 38. 38 | SharePoint Saturday New York City 2013 Be a ROCKSTAR
    39. 39. 39 | SharePoint Saturday New York City 2013 Milton is Proud!
    40. 40. 40 | SharePoint Saturday New York City 2013 When Workflow Makes Sense
    41. 41. 41 | SharePoint Saturday New York City 2013 Highly Transactional
    42. 42. 42 | SharePoint Saturday New York City 2013 Justify ROI
    43. 43. 43 | SharePoint Saturday New York City 2013 Do NOT
    44. 44. 44 | SharePoint Saturday New York City 2013 Secrets to Gathering WF Requirements
    45. 45. 45 | SharePoint Saturday New York City 2013 Don’t Use Software
    46. 46. 46 | SharePoint Saturday New York City 2013 Identify Process Owners
    47. 47. 47 | SharePoint Saturday New York City 2013 Ask Why
    48. 48. 48 | SharePoint Saturday New York City 2013 Ask Why Again
    49. 49. 49 | SharePoint Saturday New York City 2013 Repeat
    50. 50. 50 | SharePoint Saturday New York City 2013 Get Confirmation
    51. 51. 51 | SharePoint Saturday New York City 2013 Can We change this?
    52. 52. 52 | SharePoint Saturday New York City 2013 No Change? Why?
    53. 53. 53 | SharePoint Saturday New York City 2013 Don’t Be Afraid
    54. 54. 54 | SharePoint Saturday New York City 2013 You Might….
    55. 55. 55 | SharePoint Saturday New York City 2013 Questions
    56. 56. 56 | SharePoint Saturday New York City 2013 SPECIAL THANK YOU!
    57. 57. 57 | SharePoint Saturday New York City 2013  Jason Keller  jkeller@tekdoginc.com  614-300-2860  www.tekdoginc.com Contact Info
    58. 58. 58 | SharePoint Saturday New York City 2013 Live Demonstration
    59. 59. Please fill out session evaluations and thank you for attending!
    60. 60. 60 | SharePoint Saturday New York City 2013  Please remember to turn in your filled out bingo cards and event evaluations for prizes.  SharePint is sponsored by Slalom at Whiskey Trader (Between 55th and 56th on 6th Avenue).  Follow SharePoint Saturday New York City on Twitter @spsnyc and hashtag #spsnyc
    61. 61. Thanks toOur Sponsors!
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