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Business Process Automation is not Dead!

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We've heard it all before - SharePoint solutions are dead. SharePoint Designer is deadish. InfoPath is not far behind. So what does all this mean for your workflow and forms solutions in SharePoint Online or your hybrid environment? Over the past couple of years, Microsoft has released a number of new apps and services that that not only fill the gaps, but provide you with great flexibility.

This session introduces some of these new technologies, including PowerApps, Forms, Flow, LogicApps, Azure Functions, and Azure WebJobs to name a few and discuss the scenarios to best leverage each of them.

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Business Process Automation is not Dead!

  1. 1. Internal Audit, Risk, Business & Technology Consulting BUSINESS PROCESS AUTOMATION IS NOT DEAD! A review of new alternative Office 365-based forms and workflow solutions Haniel Croitoru
  2. 2. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. THANK YOU! 2 BRONZESILVERGOLDPLATINUM
  3. 3. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. ABOUT ME Haniel Croitoru I’m passionate about simplifying life Office 365 MVP | Speaker | Author | Consultant 3
  4. 4. HISTORY FORMS WORKFLOWS BUILDING SUCCESS
  5. 5. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. WHY AUTOMATE? How to determine what’s next 5 Grow your Business– allow your employees to work on revenue-generating initiatives There’s no other option – access to various LOB systems may not be available to individuals Considerations Save Time – an automated task will usually run faster than when done manually Reduce Waste – paper-based processes produce a lot of waste Reduce Risk – manual data-related tasks are more error prone
  6. 6. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. FORMS IN SHAREPOINT How did we get here 6 Forms Options • SharePoint Forms • Excel Services • InfoPath • SharePoint Designer • Custom Development (e.g. Visual Studio) • Access Database • 3rd Party
  7. 7. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. WORKFLOWS IN SHAREPOINT How did we get here 7 Workflow Options • Built-in SharePoint Workflows • SharePoint Designer • Custom Development (e.g. Visual Studio) • 3rd Party
  8. 8. HISTORY FORMS WORKFLOWS BUILDING SUCCESS
  9. 9. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. SHAREPOINT FORMS AND SURVEYS Leveraging native SharePoint functionality 10 • Supports multiple field types • Surveys support branching • Browser-based interface • Export results to Excel • Store data directly in SharePoint lists
  10. 10. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. YAMMER POLL Start with a solid understanding of the current state of the environment 11 • Broadcast single multiple-choice question to all group participants • Results are visualized directly in the Yammer group
  11. 11. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. EXCEL SURVEYS Cloud-based forms and survey solution 12 • Created via Excel Online • Supports multiple question types with branching • Responsive, browser- based interface • Allow anonymous users to submit surveys • Same person can submit survey more than once!
  12. 12. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. EXCEL SURVEYS Building Blocks 13 • Seven field types ‒ Text ‒ Paragraph Text ‒ Number (with format) ‒ Date ‒ Time (with format) ‒ Yes/No ‒ Choice • Configure default answers
  13. 13. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. EXCEL SURVEYS Reporting 14 • Responses can be viewed in real-time in the Excel workbook
  14. 14. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. MICROSOFT FORMS Cloud-based forms and survey solution 15 • Originally created for the Education community to deliver online tests • Supports multiple question types with branching • Responsive, browser- based interface • Share within organization or publicly
  15. 15. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. MICROSOFT FORMS Building blocks 16 • Four field types ‒ Text ‒ Choice ‒ Date ‒ Rating • Branching
  16. 16. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. MICROSOFT FORMS Quiz-specific functionality 17 • Randomizing responses • Provide start/end date for responses • Scoring of responses
  17. 17. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. MICROSOFT FORMS Managing response and reporting 18 • Review responses online in real-time
  18. 18. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. MICROSOFT FORMS Managing response and reporting 19 • Export to Excel
  19. 19. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. MICROSOFT FORMS Managing response and reporting 20 • Capture responses using Microsoft
  20. 20. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. POWERAPPS Your optimal flexibility for forms in Office 365 21 • Highly customizable user interface • Mobile first design • Integrate with many types of data sources/destinations • Use PowerApps as default form for SharePoint lists
  21. 21. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. POWERAPPS Elevate your forms to the next level with rich content 22 • Build PowerApps using web browse • Incorporate rich media, such as images, videos, various UI controls, charts, and more • Easily integrate with device hardware, such as camera and GPS
  22. 22. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. POWERAPPS Component configurations 23 • Each component is highly configurable • Achieve a unique look and feel
  23. 23. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. POWERAPPS Surface data from many sources using Connectors and Gateways 24 • Leverage over 240 SaaS-based connectors available • Microsoft PowerApps Gateway extends functionality to on- premises systems ‒ SharePoint ‒ SQL Server ‒ Oracle ‒ Informix ‒ Filesystem ‒ DB2
  24. 24. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. • Azure–based business application platform that enables you to easily build and extend applications with their business data • Brings together data from across the Dynamics 365 family of services • Enables users to focus on building and delivering the apps, insights and process automation using PowerApps, Power BI, and Microsoft Flow POWERAPPS Common Data Service 25
  25. 25. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. POWERAPPS Pricing Model 26 Source: https://powerapps.microsoft.com/en-us/pricing/
  26. 26. HISTORY FORMS WORKFLOWS BUILDING SUCCESS
  27. 27. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. WORKFLOWS IN OFFICE 365 28 Microsoft Flow Azure Logic Apps Azure Functions Azure Web Jobs
  28. 28. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. MICROSOFT FLOW Office 365-based visual tool to quickly create workflows 29 • Trigger-driven service that allows users to perform actions and interact with data • Can be triggered directly from mobile devices • Service comes pre- packaged with many common workflow scenarios • Create Flow templates • Share Flows with other users
  29. 29. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. MICROSOFT FLOW Rich Connectors Ecosystem 30 • Over 240 SaaS-based connectors available • Microsoft Flow Gateway extends functionality to on-premises systems ‒ SharePoint ‒ SQL Server ‒ Oracle ‒ Informix ‒ Filesystem ‒ DB2
  30. 30. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. • Expressions provide additional functionality to operate on content ‒ String Operations ‒ Collections ‒ Logical Operations ‒ Conversions ‒ Math Operations ‒ Date and Time Operations ‒ Workflow Operations ‒ URI Parsing ‒ Object specific Manipulation MICROSOFT FLOW Extensibility via Expressions 31
  31. 31. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. FLOW Pricing 32 Source: https://flow.microsoft.com/en-us/pricing/
  32. 32. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. • Azure service that provides the same great features of Microsoft Flow plus integration with ‒ Azure Resource Manager ‒ Azure Portal ‒ PowerShell ‒ xPlat CLI ‒ Visual Studio ‒ Additional connectors AZURE LOGIC APPS 33 Azure-based visual tool to quickly create workflows
  33. 33. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. • Event-driven, compute on-demand service on the Azure platform (PaaS) • Intended to run small pieces of code, or "functions," in the cloud without worrying about the underlying infrastructure it’s running on • Triggered by events or run on scheduled batches in Azure or 3rd party cloud or on-premises systems • Developer-centric (Level 300) AZURE FUNCTIONS Developer-centric service that provides increased flexibility 34
  34. 34. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. • A wide range of triggers and connectors allows developers react to events in Azure services • Data processed by Azure Functions can persist into Azure data services such as Azure storage, Azure SQL DB and Document DB AZURE FUNCTIONS Extend and integrate into other Azure and non-Azure services 35
  35. 35. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. • Implement events in ‒ Languages - JavaScript, C#, Python, PHP ‒ Scripting options - Bash, Batch and PowerShell • Upload and trigger pre-compiled executables • Support seamless local development and Continuous Integration using services like Visual Studio Team Services, GitHub and BitBucket • Developers can monitor and troubleshoot Azure Functions with logging capabilities included in the Azure Functions experience • Access and process data from different services AZURE FUNCTIONS Robust Developer Experience 36
  36. 36. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. • Consumption Plan ‒ Billed on per-second resource consumption and executions ‒ Includes a monthly free grant of 1 million requests and 400,000 GB-s of resource consumption per month • App Service Plan AZURE FUNCTIONS Scalable pricing model 37 https://azure.microsoft.com/en-us/pricing/calculator/?service=functions https://azure.microsoft.com/en-us/pricing/details/app-service/plans/
  37. 37. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. • Managed via the Azure Portal • Can run either continuous or as a result of a trigger • WebJobs are developed in Visual Studio • Requires a VM • Cost implications if there is no VM host already AZURE WEBJOBS Azure App Service to run a program or script in the same context as another app 38
  38. 38. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. • Infuse your apps, websites and bots with intelligent algorithms to see, hear, speak, understand and interpret your user needs through natural methods of communication AZURE COGNITIVE SERVICES Azure Cognitive Services can help with further enhancing your business process automation 39 Vision Language Speech Knowledge Search
  39. 39. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. AZURE COGNITIVE SERVICES - VISION Accurately identify and analyze content within images and videos 40 • Computer Vision − Image Classification − Scene and activity recognition in images − Celebrity and landmark recognition in images − Optical character recognition (OCR) in images − Handwriting recognition • Video Indexer − Face detection in video − Object, scene, and activity detection in video − Metadata, audio, and keyframe extraction and analysis • Custom Vision − Customizable image recognition • Face − Face detection in images − Person Identification in images − Emotion recognition in images − Similar face recognition and grouping in imagesBuilt-in SharePoint Workflows • Content Moderator − Explicit or offensive content moderation for images and videos − Custom image and text lists to block or allow matching content − Tools for including feedback from human moderators
  40. 40. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. AZURE COGNITIVE SERVICES - SPEECH integrate speech processing and convert spoken language into text or produce natural sounding speech from text 41 • Speech to Text − Automatic speech recognition and speech transcription (speech-to-text) − Customizable speech recognition and speech transcription (speech-to-text) − Customizable speech models for unique vocabularies or accents • Text to Speech − Automatic text-to-speech − Customizable voice fonts for text-to-speech • Speaker Recognition − Speaker Identification − Speaker Verification • Speech Translation − Real-time translation − Automated speech translation − Customizable translation
  41. 41. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. AZURE COGNITIVE SERVICES - LANGUAGE Understand the meaning of unstructured text or recognize the intent behind a speaker’s utterances 42 • Text Analytics − Named Entity Recognition − Key phrase extraction − Text sentiment analysis • Bing Spell Check − Web-scale, multi-lingual spell checking − Contextual spell checking • Language Understanding − Contextual language understanding • Translator Text − Automatic language detection − Automated text translation − Customizable translation • Content Moderator − Explicit or offensive content moderation for images and videos − Custom image and text lists to block or allow matching content − Tools for including feedback from human moderators
  42. 42. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. AZURE COGNITIVE SERVICES - KNOWLEDGE Create rich knowledge resources that can be integrated into apps and services with Knowledge services 43 • QnA Maker − QnA extraction from unstructured text − Knowledge base creation from collections of Q&As − Semantic matching for knowledge bases
  43. 43. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. AZURE COGNITIVE SERVICES - SEARCH Harness the power of a web-scale, ad-free search engine with Search to find what you’re looking for in web pages, images, videos, and news search results. 44 • Bing Web Search − Ad-free web search − Safe web search − Location-aware web search • Bing Visual Search − Image identification and classification − Knowledge acquisition from images − Identification of similar images • Bing Custom Search − Custom search engine creation − Ad-free custom search results • Bing Entity Search − Named entity recognition and classification − Knowledge acquisition for named entities • Bing Video Search − Ad-free video search − Video topic and trend identification • Bing News Search − Ad-free news search results − Trending topic identification • Bing Image Search − Ad-free image search • Bing Autosuggest − Search query autocomplete • Bing Local Business Search − Find local business results in your place of interest
  44. 44. HISTORY FORMS WORKFLOWS BUILDING SUCCESS
  45. 45. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. OFFICE 365 WORKFLOW OPTIONS SUMMARY 46 Microsoft Flow Azure Logic Apps Azure Functions Azure WebJobs Infrastructure Serverless (does not require VM Host)     Browser support     Graphics-based UI     Development Programming Languages (JavaScript, C#, Python, PHP)     Scripting Languages (Bash, Batch, PowerShell)     Pricing Model Execution-based Action/Connectors- based Consumption Plan/ App Service Plan VM Hosting
  46. 46. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. OFFICE 365 FORM OPTIONS SUMMARY 47 SPO Forms Yammer Forms Excel Surveys PowerApps Structure Multi-question      Variety of question types      Logic (e.g. branching)      Default Answers      Pre-load fields      User Experience Browser support      Dedicated Client App      Responsive      Customizable Design      Anonymous Responses      Responses Export Results      Integrate with Flows      Usage Cost Free Free Free Free Free Version* * Limited functionality. Enhanced functionality requires paid subscription
  47. 47. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners. THANK YOU Organizers, Sponsors and You for making this possible. Let’s continue the conversation linkedin.com/in/hanielcroitoru @hcroitoru haniel.croitoru@protiviti.com https://agileo365.com 48
  48. 48. © 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.

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