To View This Presentation <ul><li>Within Internet Explorer: </li></ul><ul><li>Turn on your computer’s sound  </li></ul><ul...
An Introduction to ShareVis <ul><li>Business Proposition </li></ul><ul><li>IT Positioning </li></ul><ul><li>Uses </li></ul...
Business Proposition <ul><li>ShareVis products help companies around the world improve their operations by routing documen...
ShareVis Architecture <ul><li>ShareVis leverages & runs on Windows SharePoint Services (WSS) </li></ul><ul><ul><li>Use Mod...
Complementing Enterprise Systems <ul><li>Provides department/division specific workflow capabilities </li></ul><ul><li>Tie...
DocEx and FormEx Workflow <ul><li>Document (DocEx) & Forms (FormEx) Workflow Comprises </li></ul><ul><li>The  roles  and  ...
Example Uses <ul><li>DocEx ™ </li></ul><ul><ul><li>Contracts </li></ul></ul><ul><ul><li>Engineering Drawings </li></ul></u...
DocEx Workflow Example
Starting a Document Workflow Starts a DocEx workflow
Getting it Moving
Keeping It Moving Configurable text “ One-click” access Process History
What’s On Your Plate Task List
Getting Buy-In
Who Did What, When?
FormEx Workflow <ul><li>Use pre-defined workflow processes in combination with forms.  </li></ul><ul><li>Forms defined usi...
ShareVis Workflow Designer Swim lane Drag-n-drop
Example:  3 Level Approval Process <ul><li>Engineer, Technician and Supervisor  approve document before it continues to Ma...
Ad-Hoc Router <ul><li>Light-weight, browser-based, workflow definition </li></ul><ul><li>Highly User-Accessible </li></ul>...
ShareVis Ad-Hoc Router
Plug-ins
Summary <ul><li>Compelling business case </li></ul><ul><ul><li>Speed routing and approval of docs/forms </li></ul></ul><ul...
Next Steps <ul><li>Thank You! </li></ul><ul><li>Contact me: </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><...
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SPS Workflow Intro

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View the why and how of easily managing business processes

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  • SPS Workflow Intro

    1. 1. To View This Presentation <ul><li>Within Internet Explorer: </li></ul><ul><li>Turn on your computer’s sound </li></ul><ul><li>Select Browse->Full Screen </li></ul><ul><li>Then press any key on your keyboard </li></ul><ul><li>Within PowerPoint </li></ul><ul><li>Turn on your computer’s sound </li></ul><ul><li>Press F5 </li></ul><ul><li>Then click any key on your keyboard </li></ul>
    2. 2. An Introduction to ShareVis <ul><li>Business Proposition </li></ul><ul><li>IT Positioning </li></ul><ul><li>Uses </li></ul><ul><li>Usage Example </li></ul><ul><li>Workflow Definition </li></ul><ul><li>Next Steps </li></ul>Presented by Russ Blaesing [email_address] 734.678-1220
    3. 3. Business Proposition <ul><li>ShareVis products help companies around the world improve their operations by routing documents and forms through electronic workflows which, in turn: </li></ul><ul><ul><li>Accelerates the review and approval processes </li></ul></ul><ul><ul><ul><li>Provides easily accessible, actionable information </li></ul></ul></ul><ul><ul><ul><li>Compels individuals and teams to act </li></ul></ul></ul><ul><ul><li>Faster product introduction and customer service </li></ul></ul><ul><ul><li>Provides automated recordkeeping and accountability </li></ul></ul><ul><ul><li>Lowers the cost of document and forms processing </li></ul></ul><ul><ul><li>Provides business intelligence for continual performance improvement </li></ul></ul>
    4. 4. ShareVis Architecture <ul><li>ShareVis leverages & runs on Windows SharePoint Services (WSS) </li></ul><ul><ul><li>Use Model, Look and Feel </li></ul></ul><ul><ul><li>Robustness </li></ul></ul><ul><ul><li>Scalability </li></ul></ul><ul><ul><li>Infrastructure </li></ul></ul><ul><li>ShareVis adds Process-based Information Management </li></ul><ul><ul><li>Configurable product, not “service-ware” </li></ul></ul><ul><ul><li>Enables seamless enforcement of business processes </li></ul></ul><ul><li>ShareVis is built for SharePoint </li></ul><ul><li>Together, SharePoint and ShareVis increase the rate and reliability of your business processes </li></ul>Windows Server 2003 IIS SQL Server <ul><li>Windows SharePoint Services (WSS) </li></ul><ul><li>User management </li></ul><ul><li>Permissions </li></ul><ul><li>Standard document functionality: </li></ul><ul><ul><li>check in / check out </li></ul></ul><ul><ul><li>Versioning, etc.. </li></ul></ul><ul><li>Search </li></ul><ul><li>FREE </li></ul>Workflow Engine (ShareVis) ShareVis FormEx ™ ShareVis DocEx™
    5. 5. Complementing Enterprise Systems <ul><li>Provides department/division specific workflow capabilities </li></ul><ul><li>Tie ShareVis to existing enterprise systems </li></ul>Business Processes Within Existing Enterprise System (ERP, PLM, PDM) Sales Engineering Finance . . .
    6. 6. DocEx and FormEx Workflow <ul><li>Document (DocEx) & Forms (FormEx) Workflow Comprises </li></ul><ul><li>The roles and processes for information creation/modification </li></ul><ul><ul><li>Route Information based on complex document/form & role criteria </li></ul></ul><ul><li>Execution and tracking the process </li></ul><ul><ul><li>Who acted -- leverages WSS-established roles and permissions </li></ul></ul><ul><ul><li>What they did -- submit, approve/reject, view, comment, revise </li></ul></ul><ul><ul><li>When they did it -- determine cycle time </li></ul></ul><ul><ul><li>Why -- justification of action </li></ul></ul><ul><li>Compelling role-players to act on the document </li></ul><ul><li>Keeping resulting documents and forms well organized </li></ul><ul><li>Flowing documents and form data to other systems/sites </li></ul><ul><li>Track/Review/Analyze/Refine the process </li></ul><ul><li> Faster, more reliable functioning of your business </li></ul>
    7. 7. Example Uses <ul><li>DocEx ™ </li></ul><ul><ul><li>Contracts </li></ul></ul><ul><ul><li>Engineering Drawings </li></ul></ul><ul><ul><li>Specifications </li></ul></ul><ul><ul><li>Financial Reports </li></ul></ul><ul><ul><li>Resumes/Job Apps. </li></ul></ul><ul><ul><li>Request for Proposal </li></ul></ul><ul><ul><li>Marketing Collateral </li></ul></ul><ul><ul><li>Audio/Video </li></ul></ul><ul><li>FormEx ™ </li></ul><ul><ul><li>Engineering Change </li></ul></ul><ul><ul><li>Purchase Requisition </li></ul></ul><ul><ul><li>Quotation </li></ul></ul><ul><ul><li>ISO 9000/APQP/TS 16949 </li></ul></ul><ul><ul><li>Order Entry </li></ul></ul><ul><ul><li>IT Service Requests </li></ul></ul><ul><ul><li>Expense Reports </li></ul></ul><ul><ul><li>Travel & Time Off Request </li></ul></ul>
    8. 8. DocEx Workflow Example
    9. 9. Starting a Document Workflow Starts a DocEx workflow
    10. 10. Getting it Moving
    11. 11. Keeping It Moving Configurable text “ One-click” access Process History
    12. 12. What’s On Your Plate Task List
    13. 13. Getting Buy-In
    14. 14. Who Did What, When?
    15. 15. FormEx Workflow <ul><li>Use pre-defined workflow processes in combination with forms. </li></ul><ul><li>Forms defined using InfoPath + ShareVis extensions for the process activities. </li></ul><ul><li>Participants in the process use a ‘thin-client’ form (only need a web browser). </li></ul><ul><li>Handle conditions and transitions based on the attributes of the form. </li></ul><ul><li>Visibility to form information based on ‘role’ (participants only see relevant information). </li></ul>Starts a FormEx workflow
    16. 16. ShareVis Workflow Designer Swim lane Drag-n-drop
    17. 17. Example: 3 Level Approval Process <ul><li>Engineer, Technician and Supervisor approve document before it continues to Manager and Manager Eq Eng. </li></ul><ul><li>One from each of Manager and Manager Eq Eng needs to approve document before it continues to Doc & Training Coord. </li></ul><ul><li>If Doc & Training Coord approves the document then it continues to Doc Control. </li></ul><ul><li>Doc Control updates meta data and approves final step. Any rejection along the process returns document to initiator. </li></ul><ul><li>Notifications alert Initiator of the decisions. </li></ul>
    18. 18. Ad-Hoc Router <ul><li>Light-weight, browser-based, workflow definition </li></ul><ul><li>Highly User-Accessible </li></ul><ul><li>Route any “list item” managed by SharePoint with steps like: </li></ul><ul><ul><li>Activities – where someone adds something and moves the process forward. </li></ul></ul><ul><ul><li>Approvals – where a disposition is rendered. </li></ul></ul><ul><ul><li>Notifications – emails sent </li></ul></ul><ul><li>Example: route an event for approval before posting </li></ul>
    19. 19. ShareVis Ad-Hoc Router
    20. 20. Plug-ins
    21. 21. Summary <ul><li>Compelling business case </li></ul><ul><ul><li>Speed routing and approval of docs/forms </li></ul></ul><ul><ul><li>Accountability, recordkeeping, info access. </li></ul></ul><ul><ul><li>Improved business intelligence and processes </li></ul></ul><ul><li>Ease of integration, design and use </li></ul><ul><ul><li>Complements and leverages existing enterprise systems </li></ul></ul><ul><ul><li>More nimble solution for departmental needs </li></ul></ul><ul><li>Priced for departmental budgets </li></ul>
    22. 22. Next Steps <ul><li>Thank You! </li></ul><ul><li>Contact me: </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>734.678-1220 (Ann Arbor, MI) </li></ul></ul>

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