Integrating & Extending SharePoint using Teamplate Workflow Mark Kornak Product Manager Orion Buttigieg Lead Developer

Agenda About Why is Workflow Important Where is Workflow Applied Integrating Workflow with SPS v 2.0 / WSS Using Teamplate.NET to Integrate & Extend Workflow Solutions

About

Why is Workflow Important

Where is Workflow Applied

Integrating Workflow with SPS v 2.0 / WSS

Using Teamplate.NET to Integrate & Extend Workflow Solutions

About Teamplate The Platform for Rapid Business Process Automation in Microsoft Environments First to Market with a fully .NET Workflow Platform Teamplate Inc. was recognized as Microsoft’s Global New Solution Developer of the Year (2002). Tight Integration with Microsoft Systems SharePoint Portal Server, Content Management Server, BizTalk, Visio, Exchange, Office, InfoPath and Microsoft Business Solutions Rapid Customer & Partner Adoption Programs International Presence

First to Market with a fully .NET Workflow Platform

Teamplate Inc. was recognized as Microsoft’s Global New Solution Developer of the Year (2002).

Tight Integration with Microsoft Systems

SharePoint Portal Server, Content Management Server, BizTalk, Visio, Exchange, Office, InfoPath and Microsoft Business Solutions

Rapid Customer & Partner Adoption Programs

International Presence

Why is Workflow Important

Business Processes Department Expense Claims Vacation Request Monthly Report News Release Hiring Request (Web)‏ Interview Process Hiring/Intake Process “ On-Exit” Process Helpdesk Process Financial Planning Proposal/Sales Process Contract Approval Localization / Globalization Corporate Content Management/Approval Order Fulfillment Inventory Management Logistics Wills / Estates / Incorporations Quotation & Contract Costing Exploration & Appraisal Check Request Approval Real Estate Buy/Sell Collections Internal Audit Purchase Orders Pharmaceutical Trial Enterprise Quality Management Resource Planning Procurement & subcontracts Initial Public Offering Enrollment & Administration ISO 9000/9001 Control Safety & Regulation Control Cataloging & Distribution Product Engineering Claims Processing Facilities Management Bill Consolidation & Control Succession Planning Inter - Enterprise Press Release Drug Discovery Treasury / Cash Management Supply Chain Management Customer Acquisition Mergers and Acquisition Trade Show Process Airline Operation Maintenance Contract Risk Mitigation Harmonized Tariff Scheduling Federal Audit Control Cataloging & Distribution Advertising Collection & Control

Department

Expense Claims

Vacation Request

Monthly Report

News Release

Hiring Request (Web)‏

Interview Process

Hiring/Intake Process

“ On-Exit” Process

Helpdesk Process

Financial Planning

Proposal/Sales Process

Contract Approval

Localization / Globalization

Corporate

Content Management/Approval

Order Fulfillment

Inventory Management

Logistics

Wills / Estates / Incorporations

Quotation & Contract Costing

Exploration & Appraisal

Check Request Approval

Real Estate Buy/Sell

Collections

Internal Audit

Purchase Orders

Pharmaceutical Trial

Enterprise

Quality Management

Resource Planning

Procurement & subcontracts

Initial Public Offering

Enrollment & Administration

ISO 9000/9001 Control

Safety & Regulation Control

Cataloging & Distribution

Product Engineering

Claims Processing

Facilities Management

Bill Consolidation & Control

Succession Planning

Inter - Enterprise

Press Release

Drug Discovery

Treasury / Cash Management

Supply Chain Management

Customer Acquisition

Mergers and Acquisition

Trade Show Process

Airline Operation Maintenance

Contract Risk Mitigation

Harmonized Tariff Scheduling

Federal Audit Control

Cataloging & Distribution

Advertising Collection & Control

Why is Workflow Important Workflow Automates Business Processes Self-service Portal Applications Enterprise LOB Applications Simple or Complex Business Processes Automated Processes Create Business Value Streamline Procedures Reduce Redundant Data Entry Enforce Decision Making Introduce Accountability (Who, What and When)‏

Workflow Automates Business Processes

Self-service Portal Applications

Enterprise LOB Applications

Simple or Complex Business Processes

Automated Processes Create Business Value

Streamline Procedures

Reduce Redundant Data Entry

Enforce Decision Making

Introduce Accountability (Who, What and When)‏

Use Scenario Create Press Release T.Net UI & Win forms T.Net Doc Assbly Document Edits Branding (SPS)‏ Positioning (SPS)‏ To PR Agency XML (BizTalk)‏ From PR Agency XML (BizTalk)‏ Publish & Post Publish (SPS)‏ Review & Post to Website (CMS)‏

Create Press Release

T.Net UI & Win forms

T.Net Doc Assbly

Document Edits

Branding (SPS)‏

Positioning (SPS)‏

To PR Agency

XML (BizTalk)‏

From PR Agency

XML (BizTalk)‏

Publish & Post

Publish (SPS)‏

Review & Post to Website (CMS)‏

Teamplate Workflow Demonstration & Video

Demonstration & Video

TeamPlate SPS Integration SharePoint Provides an Excellent Document Management Repository Exposing Document and Folder Events in their SPS API Teamplate Workflow Embraces & Extends SharePoint Simple to Use - Information Workers get it! Workflow Development Tools Create & Deploy Solutions in minutes with Teamplate Wizards Using the full Teamplate IDE create robust BPM Solutions Maintainable – Easily Adaptable as your Business Processes Change Extendible – Integrate with LOB Systems (MS Office, ERP, CRM, Legacy)‏

SharePoint Provides an Excellent Document Management Repository

Exposing Document and Folder Events in their SPS API

Teamplate Workflow Embraces & Extends SharePoint

Simple to Use - Information Workers get it!

Workflow Development Tools

Create & Deploy Solutions in minutes with Teamplate Wizards

Using the full Teamplate IDE create robust BPM Solutions

Maintainable – Easily Adaptable as your Business Processes Change

Extendible – Integrate with LOB Systems (MS Office, ERP, CRM, Legacy)‏

Teamplate Workflow for SharePoint Installs within the Context of SharePoint Portal Server. Comes with Core Workflow “Web Parts” for SPS. Generates Web Forms Utilizing the .NET Framework. Integrates with SharePoint single sign on. Provides a complete workflow environment within SPS / WSS. Workflow Creation (Wizard Driven)‏ Workflow Task Management Workflow Administration Core Workflow features available within the Wizard. Serial & Parallel Task Processing Multi-Approvals & Re-Works Business Rules & Conditional Workflow Based on Teamplate for .NET No Migration Required

Installs within the Context of SharePoint Portal Server.

Comes with Core Workflow “Web Parts” for SPS.

Generates Web Forms Utilizing the .NET Framework.

Integrates with SharePoint single sign on.

Provides a complete workflow environment within SPS / WSS.

Workflow Creation (Wizard Driven)‏

Workflow Task Management

Workflow Administration

Core Workflow features available within the Wizard.

Serial & Parallel Task Processing

Multi-Approvals & Re-Works

Business Rules & Conditional Workflow

Teamplate Workflow for SharePoint Demonstration Orion Buttigieg Lead Developer

Demonstration

Teamplate Scalable Architecture Developed using Microsoft .NET C#, XML, Web Services Presentation Tier Windows, Web, Wireless, etc… Business Tier Teamplate API is Open & Documented Consumes / Exposes Web Services Data Tier Based on ADO.NET

Developed using Microsoft .NET

C#, XML, Web Services

Presentation Tier

Windows, Web, Wireless, etc…

Business Tier

Teamplate API is Open & Documented

Consumes / Exposes Web Services

Data Tier

Based on ADO.NET

Teamplate Workflow Products Teamplate for .NET - Released Robust Workflow and BPM Platform (Microsoft .Net, XML Web Services)‏ Teamplate Workflow for CMS – Released Based on Teamplate for .NET Teamplate Workflow for SharePoint Based on Teamplate for .NET Teamplate Workflow for Office / Exchange Based on Teamplate for .NET New! New!

Teamplate for .NET - Released

Robust Workflow and BPM Platform (Microsoft .Net, XML Web Services)‏

Teamplate Workflow for CMS – Released

Based on Teamplate for .NET

Teamplate Workflow for SharePoint

Based on Teamplate for .NET

Teamplate Workflow for Office / Exchange

Based on Teamplate for .NET

Teamplate for .NET Powerful IDE for Rapid Development Graphical Drag-n-Drop toolset similar to Visual Studio.NET Tasks, Links, Reworks, Labels, System Tasks Drag-n-Drop Visio Diagrams User rules: Events, Nesting, Skipping, Out-of-Office Deploy Windows or Web Forms solutions XML Binding & Document Assembly Web Service Wizards Ability to integrate with ERP & LOB Apps CRM Systems Portals & Doc Mgmt Systems Desktop Productivity Tools Other EAI Tools

Graphical Drag-n-Drop toolset similar to Visual Studio.NET

Tasks, Links, Reworks, Labels, System Tasks

Drag-n-Drop Visio Diagrams

User rules: Events, Nesting, Skipping, Out-of-Office

Deploy Windows or Web Forms solutions

XML Binding & Document Assembly

Web Service Wizards

Ability to integrate with ERP & LOB Apps

CRM Systems

Portals & Doc Mgmt Systems

Desktop Productivity Tools

Other EAI Tools

Visual Studio Integration Teamplate exposes its API as a .NET component. Web forms generated in Teamplate IDE can be enhanced using Visual Studio.NET. Teamplate components can be integrated into Visual Studio projects.

Teamplate exposes its API as a .NET component.

Web forms generated in Teamplate IDE can be enhanced using Visual Studio.NET.

Teamplate components can be integrated into Visual Studio projects.

Summary Teamplate Workflow For SharePoint Easy: Design & Deploy in Minutes Maintainable: Change with the Business Scalable: Enterprise Ready Extendable: Teamplate for .NET ready Delivers Business Value Delivers measurable ROI Delivers lower TCO

Teamplate Workflow For SharePoint

Easy: Design & Deploy in Minutes

Maintainable: Change with the Business

Scalable: Enterprise Ready

Extendable: Teamplate for .NET ready

Delivers Business Value

Delivers measurable ROI

Delivers lower TCO

Next Steps Visit Us Online: www.teamplate.com EAP – Now Open Contact us at: [email_address]

Visit Us Online: www.teamplate.com

EAP – Now Open

Contact us at: [email_address]