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SPS Workflow Intro

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View the why and how of easily managing business processes

View the why and how of easily managing business processes

Published in: Technology

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  • Transcript

    • 1. To View This Presentation
      • Within Internet Explorer:
      • Turn on your computer’s sound
      • Select Browse->Full Screen
      • Then press any key on your keyboard
      • Within PowerPoint
      • Turn on your computer’s sound
      • Press F5
      • Then click any key on your keyboard
    • 2. An Introduction to ShareVis
      • Business Proposition
      • IT Positioning
      • Uses
      • Usage Example
      • Workflow Definition
      • Next Steps
      Presented by Russ Blaesing [email_address] 734.678-1220
    • 3. Business Proposition
      • ShareVis products help companies around the world improve their operations by routing documents and forms through electronic workflows which, in turn:
        • Accelerates the review and approval processes
          • Provides easily accessible, actionable information
          • Compels individuals and teams to act
        • Faster product introduction and customer service
        • Provides automated recordkeeping and accountability
        • Lowers the cost of document and forms processing
        • Provides business intelligence for continual performance improvement
    • 4. ShareVis Architecture
      • ShareVis leverages & runs on Windows SharePoint Services (WSS)
        • Use Model, Look and Feel
        • Robustness
        • Scalability
        • Infrastructure
      • ShareVis adds Process-based Information Management
        • Configurable product, not “service-ware”
        • Enables seamless enforcement of business processes
      • ShareVis is built for SharePoint
      • Together, SharePoint and ShareVis increase the rate and reliability of your business processes
      Windows Server 2003 IIS SQL Server
      • Windows SharePoint Services (WSS)
      • User management
      • Permissions
      • Standard document functionality:
        • check in / check out
        • Versioning, etc..
      • Search
      • FREE
      Workflow Engine (ShareVis) ShareVis FormEx ™ ShareVis DocEx™
    • 5. Complementing Enterprise Systems
      • Provides department/division specific workflow capabilities
      • Tie ShareVis to existing enterprise systems
      Business Processes Within Existing Enterprise System (ERP, PLM, PDM) Sales Engineering Finance . . .
    • 6. DocEx and FormEx Workflow
      • Document (DocEx) & Forms (FormEx) Workflow Comprises
      • The roles and processes for information creation/modification
        • Route Information based on complex document/form & role criteria
      • Execution and tracking the process
        • Who acted -- leverages WSS-established roles and permissions
        • What they did -- submit, approve/reject, view, comment, revise
        • When they did it -- determine cycle time
        • Why -- justification of action
      • Compelling role-players to act on the document
      • Keeping resulting documents and forms well organized
      • Flowing documents and form data to other systems/sites
      • Track/Review/Analyze/Refine the process
      •  Faster, more reliable functioning of your business
    • 7. Example Uses
      • DocEx ™
        • Contracts
        • Engineering Drawings
        • Specifications
        • Financial Reports
        • Resumes/Job Apps.
        • Request for Proposal
        • Marketing Collateral
        • Audio/Video
      • FormEx ™
        • Engineering Change
        • Purchase Requisition
        • Quotation
        • ISO 9000/APQP/TS 16949
        • Order Entry
        • IT Service Requests
        • Expense Reports
        • Travel & Time Off Request
    • 8. DocEx Workflow Example
    • 9. Starting a Document Workflow Starts a DocEx workflow
    • 10. Getting it Moving
    • 11. Keeping It Moving Configurable text “ One-click” access Process History
    • 12. What’s On Your Plate Task List
    • 13. Getting Buy-In
    • 14. Who Did What, When?
    • 15. FormEx Workflow
      • Use pre-defined workflow processes in combination with forms.
      • Forms defined using InfoPath + ShareVis extensions for the process activities.
      • Participants in the process use a ‘thin-client’ form (only need a web browser).
      • Handle conditions and transitions based on the attributes of the form.
      • Visibility to form information based on ‘role’ (participants only see relevant information).
      Starts a FormEx workflow
    • 16. ShareVis Workflow Designer Swim lane Drag-n-drop
    • 17. Example: 3 Level Approval Process
      • Engineer, Technician and Supervisor approve document before it continues to Manager and Manager Eq Eng.
      • One from each of Manager and Manager Eq Eng needs to approve document before it continues to Doc & Training Coord.
      • If Doc & Training Coord approves the document then it continues to Doc Control.
      • Doc Control updates meta data and approves final step. Any rejection along the process returns document to initiator.
      • Notifications alert Initiator of the decisions.
    • 18. Ad-Hoc Router
      • Light-weight, browser-based, workflow definition
      • Highly User-Accessible
      • Route any “list item” managed by SharePoint with steps like:
        • Activities – where someone adds something and moves the process forward.
        • Approvals – where a disposition is rendered.
        • Notifications – emails sent
      • Example: route an event for approval before posting
    • 19. ShareVis Ad-Hoc Router
    • 20. Plug-ins
    • 21. Summary
      • Compelling business case
        • Speed routing and approval of docs/forms
        • Accountability, recordkeeping, info access.
        • Improved business intelligence and processes
      • Ease of integration, design and use
        • Complements and leverages existing enterprise systems
        • More nimble solution for departmental needs
      • Priced for departmental budgets
    • 22. Next Steps
      • Thank You!
      • Contact me:
        • [email_address]
        • 734.678-1220 (Ann Arbor, MI)

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