Effective Business Process Design with SharePoint


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  • The Premium sku include SharePoint workflow functionality.Validation is actually part of the engine which allows for other validation logice, not just specific to Workflow diagrams.1 – validation is accessible from the Process tab in Visio Premium2 – any validation issues are managed in the issues window allowing the user to navigate the diagram and fix any reported issues3 – SharePoint workflow template with all the supported SharePoint workflow 4 – then export this workflow to SPD and then even Visual Studio to futher customize
  • 1 – export to SPD using VWI file format2 – import to SPD, parameterize this and publish to your site3 – Visio Services even plays a role in SharePoint workflow as you can choose to see the real time status of the steps in the workflow4 – You can also export back to Visio which allows you to easily build documentation about the workflow or collaborate and make changes to the workflow visually
  • Effective Business Process Design with SharePoint

    1. 1. presentsEffective Business Process Designwith SharePoint 2010<br />
    2. 2. Introduction to WinWire<br />WinWire Technologies is a super-specialist consulting firm focused exclusively on Microsoft SharePoint and Business Intelligence<br />WinWire’s focus is to help Enterprise customers realize their business goals by <br />“Making Information Actionable™” <br />Bangalore, India<br />HQ: Silicon Valley, CA<br />Hyderabad, India<br />
    3. 3. WinWire Core Competencies<br />
    4. 4. Effective Business Process Designwith SharePoint 2010<br />Vineet Arora<br />Chief Technology Officer<br />WinWire Technologies<br />
    5. 5. What will we cover…<br />Business Process:<br />Implementation challenges<br />SharePoint as solution<br />Case study<br />Best practices<br />
    6. 6. Challenges in business process implementation<br />
    7. 7. SharePoint enabling the Connected Enterprise<br />Collaboration happens on SharePoint<br />People share data with others<br />People consume information<br />Need for workflows to manage it<br />Two types of workflows needed<br />System – move data inand out of SharePoint<br />Human – support peoplewith long-running processes<br />
    8. 8. SharePoint based business processes<br />
    9. 9. What does a business process implementation looks like?<br />
    10. 10. Example: Expense Reporting<br />Many variations depending on business<br />But most tend to follow a similar archetype<br />In our context, employees interacting with a document library on SharePoint<br />
    11. 11. Implement on Sharepoint<br />
    12. 12. Implementing Workflow in SharePoint<br />
    13. 13. SharePoint 2010 Workflows<br />
    14. 14. Ease of implementing - 2007 vs. 2010<br />In addition, Sharepoint 2010 support workflows to be used multiple times and provide workflow templates for later use in SharePoint<br />
    15. 15. Summarize: Workflow options in SharePoint 2010<br />Business<br />Out of the Box Workflows<br />1<br />Visio process diagrams<br />2<br />Custom OOB Workflows<br />Custom<br />OOTB<br />3<br />SharePoint Designerdeclarative workflows<br />4<br />WF in Visual Studio<br />Custom action<br />Code-based custom<br />BizTalk integration<br />Technical<br />
    16. 16. What does the process look like…<br />Business Analyst/Process Designer<br />Professional developer<br />Designer/IW/Power User<br />Import<br />Create lists & libs<br />Design Web Pages<br />Web part hook-up<br />Views & forms<br />Declarative Workflows<br />Custom Web Parts<br />Code Workflows<br />Event Receivers<br />List Definitions<br />Application Pages<br />Design skeleton workflow processes<br />View workflow visualizations<br />Design data-backed business diagrams<br />WSP Package<br />Export<br />
    17. 17. Types of Workflows in SharePoint 2010<br />List Workflow<br />Associated with a list<br />Much like MOSS 2007 Workflows<br />Can be created in SPD 2010<br />Can be imported/exported from Visio<br />Reusable Workflow<br />Can be assigned to content type<br />Can be exported to .wsp for use in other sites<br />Can be imported/exported from Visio<br />Can be created in SPD 2010 & VS2010<br />Site Workflow<br />Not bound by a list<br />Manually Started or via OM<br />Can be created in SPD 2010 & VS2010<br />
    18. 18. Steps to implement business process<br />
    19. 19. Creating Workflows in Visio 2010<br />Visio has SharePoint Workflow template<br />Allows you to create workflow design in Visio<br />Workflow can be exported to SharePoint Designer<br />
    20. 20. Develop Workflows with No Coding<br />Diagram Validation<br />Export and Import workflows between Microsoft Visio Premium 2010 and SharePoint Designer 2010<br />SharePoint Workflow Actions and Conditions<br />1<br />SharePoint Workflow created in Visio Premium 2010<br />Issues window highlighting workflow errors<br />
    21. 21. Implement rules in business process<br />View all task information<br />Customize the whole process, or individual tasks (or both)<br />Build robust behaviors<br />“If 50% agree, auto-approve”<br />“If user is unavailable, escalate to manager”<br />“If this task wasn’t meant for me, let me reassign it to another user”<br />
    22. 22. Visio Visualization for running processes<br />Visualize a single workflow instance<br />Not for aggregation, reporting or auditing<br />Only for SharePoint Designer<br />
    23. 23. SharePoint Workflow created in Visio Premium 2010 exported to SharePoint Designer 2010<br />Visio Services allows visualization of an executing workflow on SharePoint Server 2010<br />Imported workflow appears as text in SharePoint Designer and can be parameterized and published to SharePoint Server 2010 <br />SharePoint Designer 2010 allows the workflows to be exported to Visio Premium 2010 for documentation and communication of workflows to a broader audience<br />Putting it all together<br />
    24. 24. Case studies<br />
    25. 25. Workflow solution overview<br />
    26. 26. Process automation: Complex Workflows<br />
    27. 27. State machine Workflow Design<br /><ul><li>Cases can be manually entered to the system or can be received electronically through website.
    28. 28. Order Entry - > First Call - > Status Call - > Imaging -> Billing - > Release
    29. 29. At any point of time if an exception occurs the case is assigned to Exception team where the exception is fixed and introduced back to the main flow</li></li></ul><li>Workflow solution overview<br />
    30. 30. Sequential Workflow Design<br />
    31. 31. Next Steps<br />“How can I leverage SharePoint 2010 in my organization?”<br />Schedule a complementary, 1 hour meeting with WinWire<br />Mail us Info@WinWire.com to reserve a slot today!<br />WinWire will <br /><ul><li>Assess current collaboration maturity
    32. 32. Offer helpful advice and recommendations for improvement
    33. 33. Roadmap considerations before implementation
    34. 34. Other best practices to keep in mind</li></li></ul><li>Questions & Answers<br />FAQ #1: Can I get a copy of the slides? Yes!<br />
    35. 35. THANK YOU<br />Fill out survey and you could win a $50 American Express Gift Card!<br />For further information, please contact:<br />@WinWire<br />Vineet Arora<br />CTO<br />info@winwire.com<br />
    36. 36. Workflow Solution Spectrum<br />Increasing Functionality<br />SharePoint Designer<br />Browser<br />Visual Studio<br />