2012 MindSurf - Augmenting Business Process with SharePoint

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Using SharePoint to augment and enhance an existing business process.

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2012 MindSurf - Augmenting Business Process with SharePoint

  1. 1. Augmenting Business Process with SharePoint Donald Donais
  2. 2. Avtex IT Pro Consultant ddonais@avtex.com Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais LinkedIn Don Donais Donald Donais
  3. 3. • Business Process Management • Crawl, Walk, Run Approach • Crawl  OOB SharePoint Workflows • Walk  SharePoint Designer 2010  3rd Party Vendor Workflow Products Overview
  4. 4. Business Process Management A series of Actions, directed toward a specific aim or goal What is a Process? Activities or set of Activities that accomplish Business Goals What is Business Process? Systematic approach looking at org workflow more effectively, by reducing human error What is Business Process Mgt?
  5. 5. • June 20th, 2011 Assoc. for Information and Image Management (AIIM) • SharePoint Survey – Expectation for future users • #1 – “Lack of strategic plans on what to use it for” with to SharePoint ** https://www.nothingbutsharepoint.com/sites/eusp/Pages/SharePoint-and-BPM- Whats-your-Strategy.aspx BPM Survey
  6. 6. Which of the following types of add-on packages planning to use with SharePoint? Survey Continued #3 #2 #1 Workflow /BPM Search /Analytics Secure & Rights Mgt
  7. 7. Which of the following process have you automated with SharePoint Survey Continued #3 #2 #1 Project Mgt Internal IT Support Other LOB Processes
  8. 8. Tips when Automating Business Process • Make sure to define the process • Define reasons for automation • Necessary to define initial investment and maintenance costs • Do not automate every step in the process • Take the time to analyze potential ROI from process automation • Make sure to consider the human element within process
  9. 9. Approaching SharePoint Workflows Crawl, Walk, Run…
  10. 10. Crawl • Out of the Box Workflows
  11. 11. Walk • Introduce SharePoint Designer 2007-2013  Workflows  CodePlex Actions • Introduce 3rd Party Workflow Tools 2007-2013 • Use Visio Services to Visualize Business Processes 2010 & 2013
  12. 12. Run • Develop more robust workflows • .NET workflows • Integrated systems • Custom .NET Actions and Conditions for SharePoint Designer • Advanced 3rd Party Workflow Tools
  13. 13. Why Workflow? • One version of the truth • Flexibility • Auditability
  14. 14. Basic Workflow Capabilities • Start Workflow Manually or Automatically • Visibility into Running Workflows • Collection of Historical Workflow Data – Status of approval, errors,… • Stop (or Terminate) a Running Workflow • Tight Integration with Office
  15. 15. Understanding The Workflow Lifecycle • Association  When a workflow is associated with a list  Data can be associated with the workflow • Initiation  When the workflow is first started on a list item  Data can be associated with the instance of the workflow • Running  Status page reflects state of the workflow  User primarily interacts via Tasks • Termination  End an instance of a workflow • Remove Association Association Initiation Running Termination Remove Association
  16. 16. Workflows 2007 Out of the Box SharePoint Designer 2007 Visual Studio 2005 & 2008
  17. 17. Workflows 2010 • Out of the Box  New Site Level Workflows  Customizable with SharePoint Designer  Visualization with Visio 2010 • SharePoint Designer  Parallel Execution Paths  Reusable Workflow  Visualization/Design with Visio  Exportable to Visual Studio • Visual Studio Workflow  Built-in Deployment/Debugging Tools  Workflow Events  Pluggable Workflow Services
  18. 18. Workflows 2013 • Out of the Box  Visualization with Visio 2013 • SharePoint Designer  Visual Designer  Can use Stages to develop Workflow  Web Service calls from within the Workflow  Loops & GoTo actions added  Finally- Copy and Paste is available! • Visual Studio Workflow  Built on Windows Workflow Foundation 4  Visual Designer environment like SPD  Forms are not created in InfoPath – ASP.NET forms
  19. 19. Site Content Types Lists and Libraries Lists Publishing •Approval •Collect Feedback •Collect Signatures •Disposition Approval •Approval •Collect Feedback •Collect Signatures •Disposition Approval •Three State* •Translation Management •Publishing Approval *WSS 3.0 Out Of the Box SharePoint 2007
  20. 20. Site Content Types Lists and Libraries Lists Publishing •Three State* •Approval – SharePoint 2010 •Collect Feedback – SharePoint 2010 •Collect Signatures – SharePoint 2010 •Disposition Approval •Three State* •Approval – SharePoint 2010 •Collect Feedback – SharePoint 2010 •Collect Signatures – SharePoint 2010 •Disposition Approval •Three State •Translation Management •Publishing Approval * SharePoint Foundation Out Of the Box SharePoint 2010 & 2013
  21. 21. Out of the Box Workflows
  22. 22. SharePoint Designer 2007 • Next version of FrontPage! • UI comprised of multiple panels • Only Compatible with SharePoint 2007 (all versions) • Allow Users to Create Workflows • Associate Workflow to List or Library • Workflow Designer • Conditions & Actions – Augmented by CodePlex
  23. 23. SharePoint Designer 2010 • Redesigned for SharePoint 2010 • New UI • Only Compatible with SharePoint 2010 • Allow Users to Create New Workflows • Associate Workflow to List, Library or Reusable (Content Types) • Import/Export to Visio • New Workflow Designer Wizard
  24. 24. SharePoint Designer 2010 and Visio Workflows
  25. 25. Let’s set it up! • Sales Documents Process • If Expense is >$1000 then . . . • Automatically approved if less • Manager Approved and email Sales and VP of Sales
  26. 26. • Bring in the Reinforcements! • You are here because:  Missing Specific Feature  SharePoint Designer Missing Action  Custom Data or Actions Needed  Existing Windows Workflow Investment  State Machine Workflow Requirement  Expose the Full Power of .NET • Word of Warning – There is a steep learning curve Custom .NET Workflow
  27. 27. • Windows Workflow Foundation • Its not just a SharePoint Platform  Built into .NET 3.0 Custom .NET Workflow – The Platform
  28. 28. • Workflow a Core .NET Feature  Workflow can be ‘hosted’ anywhere  SharePoint was Microsoft’s first host (CRM 4 uses it now too) • Custom applications can host it as well • Standardized Format  XML based file format (XOML) • Widespread Availability Workflow – Platform Implications
  29. 29. • Nintex  Workflow  Forms  Live • K2  Blackpearl  Blackpoint  K2 SmartForms 3rd Party SharePoint Workflows
  30. 30. • Visual Designer based in SharePoint • Implement workflow logic without code  Also has Visual Studio integration • Rich visual designer from SharePoint • Connect to AD or LOB data sources K2
  31. 31. • Expand workflows beyond SharePoint Designer • Implement workflow logic without code • Rich visual designer from SharePoint • Connect to AD or LOB data sources Nintex
  32. 32. • Small Installation Footprint • Start in SharePoint, stay in SharePoint • Document Assembly and Conversion • User Defined Actions (UDA) • Lazy Approval • Workflow Change Approval Nintex
  33. 33. Nintex Workflow 2010
  34. 34. SharePoint Workflow: • Workflow Resource Center | SharePoint 2010 (Dev): http://msdn.microsoft.com/en-us/sharepoint/hh295805 • Workflows in SharePoint Server 2010: http://technet.microsoft.com/en- us/sharepoint/ff819861 SharePoint 2010: • SharePoint 2010: http://sharepoint2010.microsoft.com • SharePoint MSDN: http://msdn.microsoft.com/en- us/sharepoint/default.aspx Resources
  35. 35. SharePoint 2013: • Microsoft SharePoint Server 2013 Preview Evaluation Resources: http://technet.microsoft.com/en-us/evalcenter/hh973398.aspx • SharePoint 2013 MSDN: http://msdn.microsoft.com/en- us/library/jj162979(v=office.15).aspx Workflow 3rd Party Vendors: • Nintex: http://www.Nintex.com • K2: http://www.K2.com Resources Continued
  36. 36. Questions?
  37. 37. Donald Donais ddonais@avtex.com Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais LinkedIn Don Donais

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