The true power of SharePoint Designer for workflows.<br />Presented By<br /> Peter Ward - Business Collaboration Manager <...
Thank you sponsors!!<br />
2 ASUS Netbooks<br />Also Some Books<br />1 Typemock Isolator License<br />A 2-5 Day Course from SetFocus on SharePoint<br...
Before We Begin<br />Thank You<br />Q&A – We will have time at the end of the presentation for questions<br />A copy of th...
Disclaimer<br />Only discussing SharePoint Designer workflows…..Nothing else<br />
Value of the session<br />Level 3 <br />Level 2 <br />Level 1 <br />
Agenda<br /><ul><li>Terminology
Your SharePoint environment
Limits of SharePoint Designer
Pitfalls
Easter eggs
SharePoint Designer 2010
Other workflow options
Release process</li></li></ul><li>Terminology<br />Approval<br />Workflow<br />
Workflow Business Process<br />Inter - Enterprise<br /><ul><li> 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</li></ul>Enterprise<br /><ul><li>Quality Management
 Resource Planning
 Procurement & subcontracts
 Initial Public Offering
 Enrollment & Administration
 ISO 9000/9001 Control
 Safety & Regulation Control
 Cataloging & Distribution
 Product Engineering
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Peter Ward: The True Power of SharePoint Designer Workflows

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SharePoint designer presentation, SharePoint Saturday NYC 7/31/10.

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  • The HR on-boarding process is often a less frequent and often informal process that is almost always some else&apos;s job.Often times getting new hire process is a last minute attempt a few days before someone new arrives and the process often needs more time to make this successful.Think about the experience of arriving at a new job and no one thought about what was needed for you to get started. How does this make you feel?Maybe the best on boarding experience was in the first grade. You had a pencil, paper and a desk.. First day of school of first grade happened once per year but it needed to prepared for… did the first grade teacher have a process to welcome the new students? Think about all the processes in a business that don’t always go as designed.
  • The HR on-boarding process is often a less frequent and often informal process that is almost always some else&apos;s job.Often times getting new hire process is a last minute attempt a few days before someone new arrives and the process often needs more time to make this successful.Think about the experience of arriving at a new job and no one thought about what was needed for you to get started. How does this make you feel?Maybe the best on boarding experience was in the first grade. You had a pencil, paper and a desk.. First day of school of first grade happened once per year but it needed to prepared for… did the first grade teacher have a process to welcome the new students? Think about all the processes in a business that don’t always go as designed.
  • Peter Ward: The True Power of SharePoint Designer Workflows

    1. 1. The true power of SharePoint Designer for workflows.<br />Presented By<br /> Peter Ward - Business Collaboration Manager <br />July 31st 2010 <br />
    2. 2. Thank you sponsors!!<br />
    3. 3. 2 ASUS Netbooks<br />Also Some Books<br />1 Typemock Isolator License<br />A 2-5 Day Course from SetFocus on SharePoint<br />Telerik RAD Controls Set<br />1 DeliverPointWFE 2010 license (Worth $1500)<br />1 BCS Meta Man license (Worth $1200)<br />1 Lightning Conductor 2010 WFE license (Worth $800)<br />1 Lightning Storm Forums license. (Worth $600)<br />
    4. 4. Before We Begin<br />Thank You<br />Q&A – We will have time at the end of the presentation for questions<br />A copy of this presentation can be sent to you<br />
    5. 5. Disclaimer<br />Only discussing SharePoint Designer workflows…..Nothing else<br />
    6. 6. Value of the session<br />Level 3 <br />Level 2 <br />Level 1 <br />
    7. 7. Agenda<br /><ul><li>Terminology
    8. 8. Your SharePoint environment
    9. 9. Limits of SharePoint Designer
    10. 10. Pitfalls
    11. 11. Easter eggs
    12. 12. SharePoint Designer 2010
    13. 13. Other workflow options
    14. 14. Release process</li></li></ul><li>Terminology<br />Approval<br />Workflow<br />
    15. 15. Workflow Business Process<br />Inter - Enterprise<br /><ul><li> Press Release
    16. 16. Drug Discovery
    17. 17. Treasury / Cash Management
    18. 18. Supply Chain Management
    19. 19. Customer Acquisition
    20. 20. Mergers and Acquisition
    21. 21. Trade Show Process
    22. 22. Airline Operation Maintenance
    23. 23. Contract Risk Mitigation
    24. 24. Harmonized Tariff Scheduling
    25. 25. Federal Audit Control
    26. 26. Cataloging & Distribution
    27. 27. Advertising Collection & Control</li></ul>Enterprise<br /><ul><li>Quality Management
    28. 28. Resource Planning
    29. 29. Procurement & subcontracts
    30. 30. Initial Public Offering
    31. 31. Enrollment & Administration
    32. 32. ISO 9000/9001 Control
    33. 33. Safety & Regulation Control
    34. 34. Cataloging & Distribution
    35. 35. Product Engineering
    36. 36. Claims Processing
    37. 37. Facilities Management
    38. 38. Bill Consolidation & Control
    39. 39. Succession Planning</li></ul>Corporate<br /><ul><li> Content Management/Approval
    40. 40. Order Fulfillment
    41. 41. Inventory Management
    42. 42. Logistics
    43. 43. Wills / Estates / Incorporations
    44. 44. Quotation & Contract Costing
    45. 45. Exploration & Appraisal
    46. 46. Check Request Approval
    47. 47. Real Estate Buy/Sell
    48. 48. Collections
    49. 49. Internal Audit
    50. 50. Purchase Orders
    51. 51. Pharmaceutical Trial</li></ul>Department<br /><ul><li> Expense Claims
    52. 52. Vacation Request
    53. 53. Monthly Report
    54. 54. News Release
    55. 55. Hiring Request (Web)
    56. 56. Interview Process
    57. 57. Hiring/Intake Process
    58. 58. “On-Exit” Process
    59. 59. Helpdesk Process
    60. 60. Financial Planning
    61. 61. Proposal/Sales Process
    62. 62. Contract Approval
    63. 63. Localization / Globalization</li></li></ul><li>Excitement of the first day at a new job<br />Informal Process<br />Informal Results<br />Here is your new desk.<br />
    64. 64. Excitement of your first day on the job<br />Formal Process<br />Formal Results<br />Here is a new desk.<br />
    65. 65. Types of SharePoint Workflow <br /><ul><li>Out of the box
    66. 66. Browser based</li></ul>SharePoint Designer<br /><ul><li>Replacement to FrontPage
    67. 67. Can handle more complex workflows
    68. 68. K2 – No code solutions
    69. 69. Custom development</li></li></ul><li>A typical SharePoint Workflow environment in a company<br /><ul><li> SharePoint Designer is not for business users, power user experience.
    70. 70. Network administrator is coding the workflows
    71. 71. The transition from SharePoint Designer to Visual Studio is a large leap.
    72. 72. Governance is important to workflows.</li></ul>Workflows should not be a haphazard undertaking<br />There’s no such thing as a simple workflow<br />
    73. 73. Common workflow requirements<br />START<br />START<br />START<br />START<br />START<br />START<br />Rework<br />Rework<br />Rework<br />Rework<br />Rework<br />Approval<br />Approval<br />Approval<br />Approval<br />Approval<br />SharePoint Designer DO NOT have a simple solution for this basic requirement.<br />Approved<br />Approved<br />Approved<br />Approved<br />Approved<br />Declined<br />Declined<br />Declined<br />Declined<br />Declined<br />
    74. 74. The ability to model business logic as part of the workflow decision making<br />Common workflow requirements<br />3 people in the group select “Approved”<br />1 person in the group selects “Declined”<br />Incorporate business rules<br />OR<br />Incorporate business rules<br />All users in a group must select “Approved,” one after another<br />Rework<br />Approval<br />Declined<br />Approved<br />Serial approval<br />Parallel approval<br />Approved<br />Approved<br />Approved<br />Declined<br />Declined<br />Declined<br />SharePoint Designer DO NOT have easy solutions to basic business requirements.<br />
    75. 75. A simple workflow …<br />START<br />$$ > 2K<br />False<br />True<br />$$ < 8K<br />True<br />False<br />> 8K<br />< 2K<br />High Approval<br />Medium Approval<br />Approved<br />Approved<br />Low Approval<br />Declined<br />Clean up<br />Declined<br />Clean up<br />Update List<br />Update List<br />START<br />Declined<br />Approved<br />(Serial)<br />Clean up<br />Update List<br />Medium <br />Approval<br /> Low <br />Approval<br /> High <br />Approval<br />Approved<br />Declined<br />… can become quite complicated<br />
    76. 76. What you don’t want<br />START<br />Common workflow requirements<br /><ul><li> Conditions limited to “True” or “False”
    77. 77. Approval limited to “Approved” or “Declined”
    78. 78. Duplication of business logic
    79. 79. Processes not representing the business problem
    80. 80. Manual creation of workflow user interfaces</li></ul>$$ > 2K<br />False<br />True<br />>> Maintenance nightmare <br />>> Reporting no longer accurate <br />$$ < 8K<br /> >> Expensive!!<br />True<br />False<br />High Approval<br />Medium Approval<br />Limited to “True” or “False”<br />Approved<br />Approved<br />Low Approval<br />Declined<br />Clean up<br />Declined<br />Clean up<br />Update List<br />Update List<br />Limited to “Approved” or “Declined”<br />Declined<br />Approved<br />Clean up<br />Update List<br />Duplication of business logic<br />
    81. 81. The risk of reaching the end of the road<br />Requirements 80%<br />Development 20%<br />What if your needs outgrow the capabilities of your approach?<br />A new platform? Custom development?<br />Will you have to start over?<br />
    82. 82. SharePoint Designer Pitfalls<br /><ul><li>Once you have chosen the list, it’s difficult to change it
    83. 83. Workflows is front end activity
    84. 84. Empty field values ?????
    85. 85. Can not copy and paste between steps
    86. 86. Nested conditionals
    87. 87. Space characters – e.g. space in URL
    88. 88. Approvals and workflows do not always work together</li></li></ul><li>SharePoint Designer Easter Eggs<br /><ul><li>Codeplex - www.codeplex.com - First name , Last Name </li></ul> perform a search on Lookup user info<br />http://spdactivities.codeplex.com/<br /><ul><li>Parsing of list item informationhttp://www.codeplex.com/spdwfextensions</li></li></ul><li>CodePlex<br />Open source, not supported <br />
    89. 89. SharePoint Designer Easter Eggs<br /><ul><li>Codeplex - www.codeplex.com - First name , Last Name </li></ul> perform a search on Lookup user info<br />http://spdactivities.codeplex.com/<br /><ul><li>Parsing of list item informationhttp://www.codeplex.com/spdwfextensions
    90. 90. -Dynamic url in the email body
    91. 91. -Mixing workflow and Alerts
    92. 92. Workflows are event driven
    93. 93. Alerts can be timely</li></li></ul><li>SharePoint Designer Easter eggs. Continued<br /><ul><li> Security- Copy an item from one list to another
    94. 94. Use the task list for approvals
    95. 95. Email an issue list</li></li></ul><li>Workflow Tips<br />When there’s a submission, have an acknowledgement sent<br />Good naming conventions for the variables<br />strRequester<br />noCount<br />
    96. 96. SharePoint Designer 2010<br />Workflows<br />Lists<br />Site<br />Reusable<br />
    97. 97. Integration with Visio<br />
    98. 98. Import into Visual Studio<br />
    99. 99. Event Handlers<br />
    100. 100. Other 2010 Features<br />
    101. 101. Other workflow options<br />
    102. 102. Assemble workflows that solve business problems<br />
    103. 103. Release Process<br /><ul><li>Not a one shoot deal
    104. 104. 1 st meeting questions
    105. 105. -Workflow Name
    106. 106. -How it starts, ends, milestones
    107. 107. -What is being approved? Excel doc? submitted form?, PDF?
    108. 108. -Number of approval steps
    109. 109. -Number of approvers (people) in the process
    110. 110. -Number of submitters
    111. 111. -Is there status reports/views required?</li></li></ul><li>Next Step<br />
    112. 112. <ul><li>Terminology
    113. 113. Your SharePoint environment
    114. 114. Limits of SharePoint Designer
    115. 115. Pitfalls
    116. 116. Easter Eggs
    117. 117. Other workflow options
    118. 118. Release process</li></ul>Summarize<br />
    119. 119. e-peterward@wardpeter.com<br />b-www.wardpeter.com<br />p- 862 220 6080<br />Questions?<br />Be part of the experience<br />
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