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Automating Business Processes with SharePoint


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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
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Automating Business Processes with SharePoint

  1. 1. 21st February 2013Automating Business ProcessesAonghus Fraser SharePoint Lead Consultant (C5 Alliance)Jessica Meats Partner Technology Advisor (Microsoft)
  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: Email:
  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!