Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Automating Business Processes with SharePoint

8,752 views

Published on

Making the case for Business Process automation
Workflow options in SharePoint 2010
SharePoint Designer Workflows
Nintex – Workflow for Everyone
Integration and contrast with Microsoft CRM
An overview of SharePoint 2013
Creating workflows with SharePoint Designer 2013 & Visio 2013

Published in: Technology
  • Be the first to comment

Automating Business Processes with SharePoint

  1. 1. 21st February 2013Automating Business ProcessesAonghus Fraser SharePoint Lead Consultant (C5 Alliance)Jessica Meats Partner Technology Advisor (Microsoft) www.c5alliance.com
  2. 2. Agenda Business Process Automation SharePoint 2010  SharePoint Designer Workflows  Nintex – Workflow for Everyone  Integration and contrast with Microsoft CRM Examples & Case Studies An overview of SharePoint 2013 SharePoint 2013 Workflows with SharePoint Designer 2013 & Visio 2013 Questions
  3. 3. Aonghus Fraser SharePoint Evangelist & Lead Consultant @ C5 Implementing Enterprise Solutions since SharePoint 2003 Twitter: @gusfraser Blog: http://techblurt.com Email: Aonghus.Fraser@C5Alliance.com
  4. 4. Our People, Locations & Teams 75+ highly skilled, qualified and experienced consultants Operational locations Jersey & Guernsey7 x distinct teams: Business Process Business Solutions Business Intelligence Technical Solutions Project Delivery Managed Services Training
  5. 5. C5 Client Base
  6. 6. Automating Business Processes
  7. 7. Why Automate Business Processes? Reduce Costs Increase Consistency & Confidence Increase Efficiency Improve Customer Service Reporting & Management Information Process Optimisation
  8. 8. Typical Examples – Simple to ComplexSimple  Document Approval / Feedback  Holiday Request  New Start / Leaver  Client Due Diligence / Know Your Client  Customer Application (e.g. Account, Loan Facility)Complex
  9. 9. SharePoint 2010 Options Out Of The Box  Approval, Feedback, Disposition SharePoint Designer  Free. No loops. Nintex Workflow  Flexible Drag/Drop Designer, State Machine & Loops, Reporting Integration Visual Studio  Code
  10. 10. Out Of The Box Example - Approval Document Approval  e.g. Press Release, Policy, Announcement Initiate from Office or SharePoint
  11. 11. SharePoint Designer Example – Holiday Request Item Approval Notification Linear
  12. 12. SharePoint Designer Demo Holiday Request
  13. 13. SharePoint Designer 2010 Summary Easy to use Free Basic linear workflows No loops or state machines (2010) Extensible Impersonation (Permissions)
  14. 14. Nintex Workflow DemoTemplates, Drag & Drop, Holiday Request, Escalation
  15. 15. Nintex Workflow Summary Rich Graphical Interface Powerful Actions & Functionality  Loops, ForEach Iterations, State Machines Scheduled workflows Integration (Enterprise)  AD, Exchange, CRM, Word Automation, BCS, BizTalk Escalation Reporting Extensible
  16. 16. Microsoft Dynamics CRM Workflow & Integration
  17. 17. Microsoft Dynamics CRM Workflows Windows Workflow Foundation User Interface: Easy to create LINEAR workflows Similar in flexibility to SharePoint Designer Limited reporting Limited integration Typically Entity-centric (e.g. Customer, Lead, Scope)
  18. 18. Workflow Integration with CRM SharePoint Designer Custom Action Nintex Workflow (Enterprise) Custom Code (Visual Studio Workflow)
  19. 19. Examples & Case Studies
  20. 20. Holiday Request SharePoint Designer Workflow Simple Approval Update of “Days Taken” when approved Notification to employee, manager & HR
  21. 21. Bank Complaints Database Nintex Workflow 2010 Management of complaints Task Escalation Reporting (SLAs)
  22. 22. Bank KYC Process Nintex Workflow 2010 Multiple teams (CI, London, Mauritius) Document Sets for collating data State machine logic Reporting
  23. 23. Jersey Financial Services CommissionPersonal Questionnaire Nintex Workflow 2010 Complex back-end integration Multiple departments Long-running workflow Document generation Scanning integration
  24. 24. Generali InternationalPolicy Document Management & Workflow
  25. 25. Over to Jess…
  26. 26. Share
  27. 27. Questions?
  28. 28. Thank You!

×