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How to expand the use of share point 2013 for more business processes

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How to expand the use of share point 2013 for more business processes

  1. 1. Copyright © AIIM | All rights reserved. #AIIM The Global Community of Information Professionals AIIM Training Programs: How to expand the use of SharePoint 2013 for more business processes
  2. 2. Copyright © AIIM | All rights reserved.2 About Author  Amila Hendahewa, (CDIA, PMP, ERMS) is an ECM consultant from Sri Lanka.  He is currently serving as the Lead Consultant for Enterprise Information Management practice at N-Able (Private) Ltd.  You may contact him on amila.hendahewa@live.com or follow him on twitter - @DocuDude
  3. 3. Copyright © AIIM | All rights reserved. Learning Objectives At the end of this course, you should be able to:  Understand the need for “Business Process Automation”  Identify what SharePoint is and it’s suitability as a business process automation tool  Identify the different ways SharePoint can be used to automate business processes
  4. 4. Copyright © AIIM | All rights reserved.4 Agenda The need for Business Process Automation SharePoint as a BPM tool Expand SharePoint for Business Processes
  5. 5. Copyright © AIIM | All rights reserved.5 How do we manage business processes  Manual  Email  Business Applications  BPM, workflow, case management systems
  6. 6. Copyright © AIIM | All rights reserved.6 The need for automating business processes • Increase Efficiency / Speed up processes • Minimize errors • Reduce Costs • Improved reporting and auditing • Real-time monitoring • Continuous improvements • Meet compliance & regulatory requirements
  7. 7. Copyright © AIIM | All rights reserved.7 Agenda SharePoint as a BPM Tool The need for Business Process Automation Expand SharePoint for Business Processes.
  8. 8. Copyright © AIIM | All rights reserved.8 What is SharePoint?  SharePoint is a platform ; not a product  Feature areas  Portals  ECM  Search  Social  BI  BPM
  9. 9. Copyright © AIIM | All rights reserved.9 SharePoint as a BPM platform  SharePoint is a collaborative platform with BPM functionality.  Challenge is to identify when to use SharePoint and when not to  Use Out of the box as much as possible. Consider 3rd party plug-ins as the next option.  Extensive customization is not recommended.
  10. 10. Copyright © AIIM | All rights reserved.10 When to customize Out of the box 3rd party plugins Customization ?
  11. 11. Copyright © AIIM | All rights reserved.11 Agenda Expand SharePoint for business processes The need for Business Process Automation SharePoint as a BPM Tool
  12. 12. Copyright © AIIM | All rights reserved.12 Present level of SharePoint Usage  How extensively SharePoint is being used?  What is the user base ?  Any issues users are facing?  How the documents are stored?  What the business is expecting?  What the end users are expecting?
  13. 13. Copyright © AIIM | All rights reserved.13 End user expectations  Simplicity  Minimum change  Mobility  Speed of access
  14. 14. Copyright © AIIM | All rights reserved.14 Different Applications  Lists  Access Services  Workflows  Reporting, BI, KPIs  Integration with other systems  Capture enabled BPM
  15. 15. Copyright © AIIM | All rights reserved.15 Lists  Templates  Issue tracking  Contacts  Tasks  Survey  Customized
  16. 16. Copyright © AIIM | All rights reserved.16 Access Services  Publish access databases to SharePoint  Create data centric applications
  17. 17. Copyright © AIIM | All rights reserved.17 Workflows  Increasing complexity  Out of the box  SharePoint Designer  Visual Studio  Design workflows in Visio and import  Document Centric and Form based
  18. 18. Copyright © AIIM | All rights reserved.18 Excel Services & Reporting  Share Excel Files effectively  Selectively publish Excel sheets, charts etc.. In to SharePoint  Viewers can interactively view charts using browser.  Dashboards, KPIs, Analytics etc..
  19. 19. Copyright © AIIM | All rights reserved.19 Capture enabled BPM  Different capture applications  Scan to SharePoint  Incoming email libraries
  20. 20. Copyright © AIIM | All rights reserved.20 Integration with External Systems  Integrate with LOB systems  Use BCS – Business Connectivity Services  Ability to update external data
  21. 21. Copyright © AIIM | All rights reserved.21 BPM tools  Browser  SharePoint Designer  Visio  InfoPath  Visual Studio  3rd party  Web parts  Design tools
  22. 22. Copyright © AIIM | All rights reserved.22 References  AIIM Industry Watch, “SharePoint 2013 – Clouding the issues” , www.aiim.org/research  Office Blogs - http://blogs.office.com  Making sense of SharePoint’s Workflow and BPM capabilities  SharePoint 2013 as a BPM & Workflow Management System  Workflow in SharePoint 2013  Overview of Business Connectivity Services in SharePoint 2013
  23. 23. Copyright © AIIM | All rights reserved. What You Learned In this course you  Understood the need for “Business Process Automation”  Identified what SharePoint is and it’s suitability as a business process automation tool.  Identified the different ways SharePoint can be used to automate business processes

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