1.
Workflow Then

2.
Workflow Then and Now

3.
Formotus Dispatch Demo
See how a dispatch workflow form can
to send workers with iPads to jobs,
collect field data offline, and return job
reports to HQ.

4.
What is Dispatch?
A way to send mobile workers
out to jobs
with the info they need.

5.
What is Dispatch?
A way to send mobile workers
out to jobs Inspections
with the info they need.

6.
What is Dispatch?
A way to send mobile workers
out to jobs Inspections
with the info they need.
Service calls

7.
What is Dispatch?
A way to send mobile workers
out to jobs Inspections
with the info they need.
Service calls
Health care

8.
Dispatch Can be the Simplest Workflow
Dispatcher

9.
Dispatch Can be the Simplest Workflow

10.
Dispatch Can be the Simplest Workflow

11.
Dispatch Can be the Simplest Workflow

12.
All Kinds of Dispatchers

13.
All Kinds of
Job Info

14.
All Kinds of Mobile Workers

15.
All Kinds of Data Collection

16.
Assigning the Job and Receiving the Data are
All Part of the Same Process

17.
Formotus Workflows Use SharePoint
SharePoint

18.
Formotus Workflows Use SharePoint

19.
How It Works
SharePoint

20.
How It Works
SharePoint

Dispatcher
1. Create and assign a job

21.
How It Works
1. Create and assign a job using InfoPath

22.
How It Works
1. Create and assign a job using InfoPath

23.
How It Works
SharePoint
 
Dispatcher Worker
1. Create and assign a job
2. Grab the job on a mobile

24.
How It Works
2. Grab the job on a mobile

25.
How It Works
2. Grab the job on a mobile
Notified the job is waiting

26.
How It Works
2. Grab the job on a mobile
Notified the job is waiting
Sees info about the waiting job

27.
How It Works
2. Grab the job on a mobile
Notified the job is waiting
Sees info about the waiting job
Grabs it for offline use

28.
How It Works
SharePoint
 

Dispatcher Worker
1. Assign a newly created job
2. Grab the job on a mobile
3. Complete and submit a job report

29.
How It Works
3. Complete and submit a job report

30.
How It Works
3. Complete and submit a job report

31.
How It Works
SharePoint
 
 
Dispatcher Worker
1. Assign a newly created job
2. Grab the job on a mobile
3. Complete and submit a job report
4. Open the job report at HQ

32.
Dispatch Demo
4. Open the job report at HQ.

33.
Dispatch Demo
4. Open the job report at HQ.
See the data in SharePoint columns

34.
Dispatch Demo
4. Open the job report at HQ.
See the data in SharePoint columns
See the completed form in InfoPath

35.
Dispatch Demo
4. Open the job report at HQ.
See the data in SharePoint columns
See the completed form in InfoPath
The office version can be
optimized for printing…

36.
Dispatch Demo
4. Open the job report at HQ.
See the data in SharePoint columns
See the completed form in InfoPath
The office version can be
optimized for printing…

37.
This was a Simple Dispatch Workflow

38.
Other Workflow Variations
 Create multi-step, multi-user workflows

39.
Other Workflow Variations
 Create multi-step, multi-user workflows
 Let workers reassign jobs to other workers

40.
Other Workflow Variations
 Create multi-step, multi-user workflows
 Let workers reassign jobs to other workers
 Create job pools so, for example, any
plumber can grab any plumbing job

41.
Other Workflow Variations
 Create multi-step, multi-user workflows
 Let workers reassign jobs to other workers
 Create job pools so, for example, any
plumber can grab any plumbing job

42.
Other Workflow Variations
 Create multi-step, multi-user workflows
 Let workers reassign jobs to other workers
 Create job pools so, for example, any plumber can grab
any plumbing job
 Skip the InfoPath PC and dispatch jobs from
a mobile device instead

43.
Other Workflow Variations
 Create multi-step, multi-user workflows
 Let workers reassign jobs to other workers
 Create job pools so, for example, any plumber can grab
any plumbing job
 Skip the InfoPath PC and dispatch jobs from
a mobile device instead

44.
Solution Ingredients
 SharePoint – Any Flavor
 Microsoft Office InfoPath Designer
 Any Combination iPads, iPhones, Androids
 Formotus Platform

45.
Now Some Technical Info
Or stop here and go visit Formotus for a free
trial account.
www.formotus.com

46.
Mobile Workflow FAQ

47.
Mobile Workflow FAQ
Does this require SharePoint?
Yes, unlike most Formotus forms these mobile workflow
forms do require SharePoint.

48.
Mobile Workflow FAQ
Does this require SharePoint?
Yes, unlike most Formotus forms these mobile workflow
forms do require SharePoint.
Does this use SharePoint’s built-in workflows?
No, this is totally separate and completely compatible.

49.
Mobile Workflow FAQ
Does this require SharePoint?
Yes, unlike most Formotus forms these mobile workflow
forms do require SharePoint.
Does this use SharePoint’s built-in workflows?
No, this is totally separate and completely compatible.
Does this require a SharePoint add-on?
No, this requires nothing special on SharePoint and works on
any version including Office 365.

50.
Under the Hood
 A job is really an instance of an InfoPath
form residing in a SharePoint library.
 Grabbing a job is really checking out and
downloading the InfoPath XML file.
 Mobile users are shielded from SharePoint
and will not know it exists unless you tell
them

51.
A Different Kind of Workflow Technology
 Unlike most other workflow systems, ours is
not server based or script driven.
 Formotus workflows are device-based and
filter-driven.
 Our mobile app queries the SharePoint
library and returns a view of jobs based on
the form’s custom filters.
 Jobs can be filtered by user ID and by the
values of fields in the form.

52.
One InfoPath Form,
Many Formotus
Workflow Forms
Deploy differently
filtered versions to
different work roles

53.
Two Workflow Models We Support
Start
Task 1 • Rule based Start
• Process driven
• Prescriptive
Task 2
Role A Role C
• Decision based
Task 3 • Human driven
• Collaborative
Role B Role D
End
End

54.
Workflow Form Deployment Process

55.
Formotus Dispatch Demo
Thank you!