Designer or Custom WorkflowsDo I Look Fat In This? Kenneth Lo, PMPJuly 25, 2009

Short BiosKenneth Lo, PMPSharePoint EvangelistMCTS, MCSDSharePoint, BPM, Project ServerEnterprise 2.0, Government 2.ohttp://klopmp.comTwitter: @klopmp

AgendaWhat are WorkflowsKey Benefits of WorkflowsHow Workflows LeveragedMajor Players in BPM & MOSS Markets OTB, Designer, and Custom WorkflowsLive Case Study

What are WorkflowsTerminology“The automation of a business process, in whole or part, during which documents, information or tasks are passed from one participant to another for action according to a set of procedural rules.”Complex business rules and flow of control are declared graphically (e.g. Visio).

What are Workflows (cont)Sequential WorkflowSeries of steps executed in a prescribed orderEach step and its sequence clearly definedIF-ELSE decision makingBest for problems where predefined steps are known at design time

What are Workflows (cont)

What are Workflows (cont)State Machine Workflow No predefined sequence of stepsDefine a set of states and possible transitions between each stateControl by external eventsBest for problems involving human interactions

What are Workflows (cont)

Key Benefits of WorkflowsAutomation – Streamline and simplifyProcess Control – Standardize process and audit trailsFlexibility – Adapt to changing business rulesReusability – activity implementations and process modelsScalability – application development and execution

How Workflows are LeveragedDocument Reviews & ApprovalRecords ManagementCase ManagementTime & Expense ReportingHR On-Boarding Help Desk & Technical SupportE-Commerce

Major Players in BPM Market

Major Players in MOSS MarketSharePoint DesignerWindows Workflow Foundation (WF) K2NintexMetastorm

Designer vs Visual Studio

Designer vs Visual Studio

What is K2 BlackPearlFully integrated process designersVisual Studio VisioSharePoint Designer

What is K2 BlackPearl (cont)The Right Tool for the Right Person

Benefits of K2 blackpearl (cont)Increased EfficiencySpeed Up DevelopmentReusable ComponentsSharePoint Integration WizardsManaging Sites, Libraries, Documents and ListsStarting Processes Based On SharePoint EventsOffice 2007 IntegrationAlerts and Task Lists Within Office SuiteIntegration with InfoPath and Forms Server

What is K2 blackpointK2 blackpoint“SharePoint workflow. More features. No code.” SharePoint-Specific

ResourcesKenneth Lo’s Bookmarksdelicious.com/kennethlo/workflowGartner Magic Quadrantwww.gartner.comWorkflow Development Tools Comparisonklopmp.com/wf-tools

Contacthttp://klopmp.comhttp://klopmp.com/twitterhttp://klopmp.com/linkedin