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Sps philly 2011 1-designer

Another SharePoint saturday

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Sps philly 2011 1-designer

  1. 1. SharePoint Community in Philadelphia• Sessions for: Meeting Format 5:30-6:30 Power User Session • End Users 6:30-7:00 – News/Q&A/Networking/Food/Sponsors • Administrators 7:00-7:30 – Open Design – “Problem of the Month” 7:30-8:30 - Developer or Administrator Session • Developers • IT Pros• Meetings: Second Tuesday of the month, 5:30 to 8:30 PM, Microsoft Malvern office• Hands-On Labs: Administrators and Power Users, see website for detailsWEB: www.TriStateSharePoint.org (under construction)CONTACT: info@tristatesharepoint.orgTWITTER: @tristateSP
  2. 2. Platinum Gold SWAG Event OrganizersThanks to our Sponsors!
  3. 3. The true power of SharePoint Designer for workflows Presented By Peter Ward- SharePoint Solution Architect Fed 5th 2011
  4. 4.  Q&A – We will have time at the end of the presentation for questions A copy of this presentation can be sent to you This is on my blog – www.wardpeter.com Before We Begin
  5. 5. Microsoft SharePoint 2010 Business Performance Enhancement- Taking the basics to the BusinessNo-Coding Solutions for SharePoint 2010 End Users
  6. 6. Value of the session Level 3 Level 2 Level 1
  7. 7. Agenda10 Basic SPD concepts10 steps to build a workflow10 things to know before you start a workflow10 cool 2010 features10 things Microsoft didnt explain in SPD
  8. 8. 10 Basic SPD conceptsBasic SPD concepts
  9. 9. Workflow Terminology Approval WorkflowBasic SPD concepts 1
  10. 10. SharePoint TerminologyBasic SPD concepts 2
  11. 11. Site Collection
  12. 12. Workflow Business Process Inter - Enterprise • Press Release Enterprise • Drug Discovery • Quality Management • Treasury / Cash • Resource Planning Management Corporate • Procurement & subcontracts • Supply Chain Management • Content • Initial Public Offering • Customer Acquisition Management/Approval Department • Enrollment & Administration • Mergers and Acquisition • Order Fulfillment • ISO 9000/9001 Control • Trade Show Process • Expense Claims • Inventory Management • Safety & Regulation Control • Airline Operation • Vacation Request • Logistics • Cataloging & Distribution Maintenance • Monthly Report • Wills / Estates / • Product Engineering • Contract Risk Mitigation • News Release Incorporations • Claims Processing • Harmonized Tariff • Hiring Request (Web) • Quotation & Contract • Facilities Management Scheduling • Interview Process Costing • Bill Consolidation & Control • Federal Audit Control • Hiring/Intake Process • Exploration & Appraisal • Succession Planning • Cataloging & Distribution • “On-Exit” Process • Check Request Approval • Advertising Collection • Helpdesk Process • Real Estate Buy/Sell & Control • Financial Planning • Collections • Proposal/Sales • Internal Audit Process • Purchase Orders • Contract Approval • Pharmaceutical Trial • Localization / GlobalizationBasic SPD concepts 3
  13. 13. Excitement of the first day at a new job Informal Process Informal Results Here is your new desk.
  14. 14. Excitement of your first day on the job Formal Process Formal Results Here is a new desk.Basic SPD concepts 4
  15. 15. Types of SharePoint Workflow Out of the box Browser based SharePoint Designer Replacement to FrontPage Can handle more complex workflows K2 – No code solutions Custom developmentBasic SPD concepts 5
  16. 16. SharePoint Designer • Designer is free • For the workflow” .Net Frame work to be installed • www.Microsoft.com/ downloads • Ribbon Interface • Similar to the Outlook rules engine • It’s very difficult crash a server with SPDBasic SPD concepts 6
  17. 17. Workflow Types List workflows  Collect Feedback  Collect Signatures  Publishing Site workflows Must have view Web Analysts Data permissions to start these  Schedule Web Analytics Alerts  Schedule Web Analytics ReportsBasic SPD concepts 7
  18. 18. Security  Access to the site  Saved the workflow runs on saved IDBasic SPD concepts 8
  19. 19. Features  Steps  Actions  ConditionsBasic SPD concepts 9
  20. 20. SPD Real Estate  Other new featuresBasic SPD concepts 10
  21. 21. 10 steps to build a workflowWorkflow steps
  22. 22. 10 steps to build a workflow Deploying a workflow Site workflow Using Visio to map a workflow Importing a workflow from VisioWorkflow steps 1 10
  23. 23. 10 steps to build a workflow Deploying a workflow and demoWorkflow steps 1
  24. 24. 10 things to know before you start a workflowStart a workflow
  25. 25. Requirements gathering process  Not a one shoot deal  1st meeting questions  Workflow Name  How it starts, ends, milestones  What is being approved? Excel doc? submitted form?, PDF?  Number of approval steps  Number of approvers (people) in the process  Number of submitters  Is there status reports/views required?Start a workflow 1
  26. 26. Roles  Should be someone engaged in the business  Not the Exchange administrator  Different perspectivesStart a workflow 2
  27. 27. Pay attention to the process TESTStart a workflow 3
  28. 28. First impressionsStart a workflow 4
  29. 29. Release process Workflows should not be a haphazard undertaking There’s no such thing as a simple workflowStart a workflow 5
  30. 30. Got the right tool?  SharePoint Designer is not for business users, power user experience.  The transition from SharePoint Designer to Visual Studio is a large leap.Start a workflow 6
  31. 31. Decisions need to be madeStart a workflow 7
  32. 32. Why do workflows fail?  It adds no value to peoples day job  People don’t change their ways  Someone doesn’t take ownership of the process  There isn’t agreement in the process  People are using it for the wrong ways  There’s a BIG bang approachBasic SPD concepts 8
  33. 33. Keep IT in the loopBasic SPD concepts 9
  34. 34. Does this process exist somewhere else?Start a workflow 10
  35. 35. 10 cool 2010 featuresCool features
  36. 36. 10 cool 2010 features  Reusable workflows  Creating Association Columns  Imitation and Association formsCool features 1 10
  37. 37. 10 things Microsoft didnt explain in SPDCool features
  38. 38. 10 things Microsoft didnt explain in SPDLimits
  39. 39. A simple workflow … START START $$ > 2K False < 2K True 8K > Low Approval $$ < 8K (Serial) Low Medium High Approval False Approval True ApprovalDeclined Approved Medium Approval High ApprovalClean up Update List Declined Approved Declined Approved Declined Approved Clean up Clean up Update List Update List … can become quite complicated Limits 1
  40. 40. > Conditions limited to “True” or “False”> Approval limited to “Approved” or “Declined”> Duplication of business logic >> Maintenance nightmare> Processes not representing the business problem Reporting no longer accurate >>> Manual creation of workflow user interfaces >> Expensive!! START Limited to “True” or “False” Limited to “Approved” or “Declined” $$ > 2K False True Low Approval $$ < 8K False True Declined Approved Medium Approval High Approval Clean up Update List Declined Approved Declined Approved What you don’t want Duplication of business logic Clean up Update List Clean up Update List Limits 2
  41. 41. SharePoint Designer PitfallsOnce you have chosen the list, it’s difficult to change itWorkflows are front end activityWork within sitesBound to site collectionsCan not copy and paste between stepsNested conditionalsSpace characters – e.g. space in URL Limits 3 10
  42. 42. Other workflowoptions
  43. 43.  Assemble workflows that solve business problems
  44. 44. MANAGE AND MONITOR PROCESSES THROUGHOUT THEIR LIFECYCLES ht t p: / / w w w . k 2 . c om
  45. 45. Summarize 10 Basic SPD concepts 10 steps to build a workflow 10 things to know before you start a workflow 10 cool 2010 features 10 things Microsoft didnt explain in SPD
  46. 46. Giveaways20% discount code on this book and others from this publisher$200.00 discount code for their training
  47. 47. SharePoint gun for hire
  48. 48. Questions?  e-Peterward@wardpeter.com b-www.wardpeter.com  p- 862 220 6080Microsoft confidential internal use only Be part of the experience

Another SharePoint saturday

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