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How to develop your SharePoint Forms Strategy for Cloud and On-Prem
Many organizations have developed forms based applications using InfoPath and SharePoint on-premise during the last few years. With the advent of cloud technologies and the movement of on-premise SharePoint to Office 365 along with InfoPath retirement, many organizations are looking forward to developing the future roadmap. Netwoven has worked with many organizations to help define their cloud based application integration and workflow strategy. Learn from the experts at Netwoven and Nintex on how Nintex’s Office 365 forms and workflows can help you create cloud based applications. These cloud based applications can span across various applications such as Salesforce, Microsoft Dynamics, Drop Box, Box.NET, Social Networks and other applications.
How to develop your SharePoint Forms Strategy for Cloud and On-Prem
- 1. Welcome Everyone! Thank youfor joining us as we explore How to Develop your SharePoint forms strategy for Cloud and On-Premise Netwoven Confidential & Proprietary Information SharePoint forms strategy for Cloud and On-Prem
- 2. How to AskQuestions • Webinar content will last for 50 minutes followed by Q&A session which we will try to address key questions or we will follow up after the webinar. • If you have a question or an issue: • Type your question in the question window of the GoToWebinar control panel on the right side of your desktop • We will sort through the questions real time and present those most frequently asked to our panel at the end of the presentation • If you an issue, click on the hand • If you have a question that does not get addressed, we will post answers in our Netwoven blog or contact us via email . SharePoint forms strategy for Cloud and On-Prem Walt De Petris
- 3. Who is Netwoven Netwovenis a solution consulting firm serving large & mid-size enterprises We were founded in 2001 by former Microsoft executives Top domain experts from multiple industries and technology firms like Microsoft, Accenture, Oracle & Intel U.S. headquartered company with global development center Save the Children
- 4. Netwoven Services Customers TECHNOLOGY SOLUTION CONSULTING • Office365& SharePoint Architecture, Planning & Implementation • Business Process Management • Migration Services from earlier versions SharePoint or similar systems • Social and Search based solutions • Enterprise Content Management • Web, Intranet & Collaboration Sites • Big Data Management& Visualization • Integrated Digital Marketing • Platform Managed Services
- 5. Rajesh Agadi • PrincipalConsultant/Engagement Manager at Netwoven • ECM and SharePoint Lead • Worked for clients like Federal Reserve Bank, Chevron, Charles Schwab, Country Wide Home Loans • Served both Fortune 1000 & mid market clients as an ECM strategist • Has worked with SharePoint since its inception • Extensive knowledge in Infrastructure to Information Architecture, Enterprise Architecture, Portals, Workflow, ECM, Branding, Custom Solutions, Migrations.
- 6. Brad Orluk • Bradis a Nintex Technical Evangelist with over 10 years of IT architecture, administration and sales experience. • As an Information Architect at a Fortune 500, he has worked on business and IT process improvement and automation on a variety of real world global projects and productivity initiatives. • Brad’s unique, technical yet business focused, background gives him the ability to help users leverage technology to drive value to their businesses.
- 7. Who is Nintex Nintexis the world leader in software and cloud services that empower organizations to automate everyday business processes quickly and easily Thousands of customers 1000+ partners 22 languages Millions of users 90+ countries
- 8. Winner at SPC 2014App Awards for: Nintex identified by Forrester as the most utilized vendor to augment SharePoint. Nintex Named "Cool Vendor" by Gartner. SharePoint Adoption: Content And Collaboration Is Just The Start. Workflow software recognized for high-productivity and ease-of-use. People’s Choice Most Downloaded Most Interesting Globally Recognized Leader in Workflow
- 9. Nintex Customers Worldwide 6 TechnologyFinancial Services Healthcare Manufacturing Retail & CPG Providing Value to all Industries
- 10. Early Registration PrizeWinner!! Fitbit Flex Wristband All attendees who registered before May 16th, 2014 are eligible! And the Winner is….
- 11. Today’s Agenda • Howare people moving to the cloud? – Market Trends – Strategic Process Challenge • Building Forms-Driven Workflow Solutions – Use Cases for Forms and Workflows – Challenges with Forms and Workflows Implementations • How to Succeed – Strategy for Workflow and Forms Platforms – Examples • Wrap-Up • Expert Panel Q&A
- 12. How are peopleadopting cloud services? 39% of organizations are implementing or maintaining a cloud solution Only 8% plan a full deployment in the Office 365 cloud, but an additional 26% will move to a hybrid cloud, on-premises deployment Source: SharePoint Enters Its Awkward Teenage Years, Forrester. Source: CDW Cloud Report
- 13. StrategicProcessChallenges Evolutiontomobilityandcloudisrapidandinevitable 75% of theFortune 500 have SharePoint; workflow is the most powerful add-on Over 28% of SharePoint users planned for Office 365; Microsoft reports $1.5B in 2013 Office 365 sales By 2015, 70% of Enterprises will use a cloud file sync tool with existing ECM systems The average corporate device will use four different cloud sync and share services by 2016
- 14. Microsoft Retires InfoPath “…we’reretiring InfoPath and investing in new forms technology across SharePoint, Access, and Word.” “…InfoPath 2013 is the last release of the desktop client, and InfoPath Forms Services in SharePoint Server 2013 is the last release of InfoPath Forms Services.” “We’ll provide more details on the future of Office forms later this year.” Source: http://blogs.office.com/2014/01/31/update-on-infopath-and-sharepoint-forms/ Jan 31, 2014
- 15. The Microsoft View Source- SharePoint Conference March 2014 - Session 348
- 16. Expectations Users Location Internal Users External Users Integration Internal LOB Cloud Service (Social and Business Services) SharePoint Platforms OnPrem O365 Hybrid Application Delivery Desktop Tablet Mobile
- 17. Challenges • Complexity ofWorkflow • Associate with variety of Users • Demand for consuming ever evolving external cloud data services • Challenges with end user devices • Data collection while in Offline • Data & Integration Business Logic Data & Integration Devices & Platforms Form and Workflow worlds have evolved...
- 18. Strategy • Simplistic DesignerTool , Configuration based(No-Code) • Easily transportable across environments (Dev/Stage/Production) • On-Prem and Cloud ready NOW • Lightweight • No additional Servers • Support broader form integration capabilities • Apps and Store model • Simplified Licensing • Lower TCO and result with ROI
- 19. Your Organization WorkflowPlatform On Prem • Workflows • Forms • LOB O365 • Workflows • Forms • Yammer Cloud • SFDC • Social Remote • External Users • PC • Tablet • Phone • Offline Integration
- 20. Nintex On Prem O365Cloud Remote Nintex Workflows Nintex Forms Nintex Live Nintex Store Nintex Mobile
- 21. No Form isan Island “There is no such thing as a form with no process behind it.”
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- 25. Challenge Collecting data fromremote project sites and automating day-to-day business processes across the enterprise Solution • Offline data collection using Nintex Mobile App • Automating business processes using Nintex Workflow and Forms Benefit • Reduce time in data entry • Improved responsiveness to clients • Easy deployment Nintex Workflows enable us to develop custom applications to manage contracts, scheduling, onboarding… really most everything we do. Clint Logue, Senior Geological Engineer, BGC Engineering Mining “ “ Learn More at www.Nintex.com/Customers |
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- 27. Recap Today’s Agenda •How are people moving to the cloud? – Market Trends – Strategic Process Challenge • Building Forms-Driven Workflow Solutions – Use Cases for Forms and Workflows – Challenges with Forms and Workflows Implementations • How to Succeed – Strategy for Workflow and Forms Platforms – Examples • Wrap-Up • Expert Panel Q&A
- 28. Special Offer ~today only Jump start your forms strategy with our expert advice. 28 Strategy Session $5000 value for only $1000 Strategy Expert AdviceNintexReview
- 29. Special Offer ~today only Special Offer registration procedure 1. Send an email to info@netwoven.com 2. Enter “Nintex-2014” in the subject line 3. In the body of your email include your name and contact information *Please make sure to include a telephone number 4. A Netwoven team member will contact you to set up an appointment time and will forward a Statement of Work for signature
- 30. Webinar Prize Winner!! NestLearning Thermostat - 2nd Generation All attendees who registered and are attending the webinar today! And the Winner is….
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- 32. Thank you fromNetwoven & Nintex Thank you for participating! Netwoven Follow Read our Blog Visit us at www.netwoven.com Nintex Follow Visit us at www.nintex.com
Editor's Notes
- #4 Netwoven is a full service technology consulting firm serving Fortune 1000 fims We were founded in 2001 and we been lucky to recruit some great consultants from many industries and technology firms. We feel fortunate to work with many of these firms highlight on the slide and on the call today.
- #5 Netwoven has been leading new deployments and hybrid integration on Office365 We also have been very involved lately in Big Data visualization and integrated digital marketing. Some pretty cool tools are making these solutions possible.
- #8 Netwoven has been leading new deployments and hybrid integration on Office365 We also have been very involved lately in Big Data visualization and integrated digital marketing. Some pretty cool tools are making these solutions possible.
- #10 Our Customers We are globally proven with thousands of customers globally over 300 of the Fortune 500 Spanning all industries; everyone uses workflow for something
- #14 Usage of SP; 451 Group, Matt Mullen of the Social Business Practice - 451 note on 3/36/14, “Will Microsoft Dynamics Marketing Trigger the SharePoint Effect?” SP Plans; Forrester; “SharePoint, Solid in the Enterprise but Missing the Mobile Shift”, October 17, 2013; John Rhymer and Rob Koplowitz and Microsoft public info Cloud sync; Gartner Group, Feb 17, 2014, “Respond to Employees Sue of Consumer File Sharing with Easy Content Management”, Research note, Gavin Tay & Hanns Koehler-Kruener Devices—Gartner Group, Nov 13, 2013; “Predicts 2014 ‘Consumerization Impacts Enterprises’s Social and Collaboration Strategies”
- #15 After the release of InfoPath 2013 which had very little new functionality, there were, of course, suggestions that Microsoft was planning to retire InfoPath. At the end of January the SharePoint and Office community was hit with this not completely unexpected news… (Cover points in slide) We were, of course, asked what we thought of the news and frankly, we were keen to see what the details they promised would look like. In March, at SharePoint Convergence, Microsoft fleshed our their announcement and, frankly, we at Nintex applaud what they are trying to do. We see that Microsoft recognised that the retirement of InfoPath does leave a gap in the forms story for SharePoint and they are looking to fill that out.
- #16 Set the scene: This is the Msft view of forms for Office Reframed the landscape of Forms for SharePoint. Essentially succeeded by 4 existing or in development products. (Go through form types and expand on what they do, why they are considered important, and how Microsoft are investing) Mostly framed, however, at data capture and storage.
- #17 Walt: Recap what we covered today
- #19 Selection criteria
- #22 What are your internal customers really using forms for? Is it really just for data collection? Does the form need to be part of a bigger picture? Do you need the form to drive processes? Are there really multiple forms in the process? Most every time you are collecting data it is for a reason.
- #23 Our view of the world is a bit different and I think a bit simpler. We look at everything as interconnected. Collecting data is always a means to an end and in most cases that end is going to be facilitated by a business process. We’re not saying that the business process has to be partially automated, but if it can be, you should look at how you can do that. Where is can’t be and you need some human intervention, that’s when User Interfaces for those processes make sense. So we created Nintex Forms for that express reason… (talk to slide). That said, there is some merit in Microsoft’s categorisation of different types of forms and, certainly, there are times when automating the process doesn’t have a very high priority in the organisation. Perhaps the volume doesn’t warrant it, perhaps the manual version is still highly economical. In that case, Nintex is still there as a by-product of the work we do to enable business processes we still offer a great deal in just the Data UI layer. (Talk to slide) Customization, branding and presentation logic to ensure that interfaces are engaging, and help the end-user enter data economically and correctly. That said, we make it easy to add business processes later with Nintex Workflow and to integrate with other LOB systems and cloud services with Nintex Live. Lastly, we don’t want to say that structured documents don’t have a place. If that makes sense to your organisation and it may do, to have a document of record that can be signed and archived, then there are certainly solutions that make sense there as well. (Talk to slide) Again, these forms are unlikely to exist in a vacuum and when these documents need to be routed to different people and then perhaps sent off for archiving, that is a process in itself. And Nintex is there to help out. Handover Now I’ve spoken a lot about the world from a Forms point of view but I’ve also made some mention of workflow. I’ll hand over to Kelly now to talk our entire family of products come together to help businesses build solutions that make sense for them.
- #24 At a very high level, we’re talking about People, Processes, and Content (content meaning any information assets)…
- #25 And Nintex Live makes integrating with many services as easy as drag-and-drop. In truth, it doesn’t even end there… We don’t believe it’s workflow’s job to *DO* everything. It’s workflow’s job to *TALK TO* and *automate* everything. And a lot of companies have made sure their products work with ours…
- #26 BCG Engineering Inc. Industry: Mining Product: Nintex Workflow for SharePoint; #Nintex Forms for SharePoint; #Nintex Live Challenge: BGC is growing rapidly, largely due to high-caliber work supported by thorough business processes. As the business grew, managing these processes was becoming more complex. Solution: BGC chose Nintex Workflow, Nintex Forms and Nintex Live to quickly and easily automate its business processes and provide increased visibility. Benefits: • Reduced time spent on data entry and tracking • Increased visibility into processes • Improved responsiveness to • clients and recruits • Easy deployment and upgrades
- #27 Easy of Workflow Development (No Code) Easy of Forms Development (No Code) (Light Weight) (Device targeting) Deployment /Export/Import Integration Live (Subscribe to services) Store (Apps available) Design a form and deploy to Live Allow attendees to fill out the forms Show the URL and post on the Chat window Mobile Apps Offline Access Auto Synchronize once connected
- #28 Walt: Recap what we covered today