20120428 How We Did It - Tracking and Reporting on a NonLinear Process with InfoPath and PowerPivot

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20120428 How We Did It - Tracking and Reporting on a NonLinear Process with InfoPath and PowerPivot

  1. 1. How We Did ItTracking and Reporting on a NonLinear Process with InfoPath and PowerPivotSadie Van BurenPresented to SharePoint Saturday Boston, 28 April 2012
  2. 2. About  Sadie Van Buren  Content Architect  Working with SharePoint since beta 2003 version  50+ SharePoint implementations  Creator of the SharePoint Maturity Model  Microsoft Certified IT Pro  BlueMetal Architects  Experts at building solutions that exactly meet the needs of our customers by apply the right people, processes and platforms.  Focus on modernizing applications through expertise in Creative, Social, Development and Data.  Offices in Boston, New York and Chicago.4/28/12 #SPSBOS @sadalit
  3. 3. Agenda  Linear and Nonlinear Processes  The Challenge  The Solution  Demo4/28/12 #SPSBOS @sadalit
  4. 4. Submitrequest Approve Request Process Request Send Materials Submiter Signoff
  5. 5. What is a nonlinear process?  Recruiting  Cost containment  Innovation  Building a brand  Developing business strategy  Ensuring happy customers  Creating buzz  “Going Green”  Encouraging diversity  Seeking business opportunities  Increasing market share4/28/12 #SPSBOS @sadalit
  6. 6. Request Review Copyedit Graphics Deliver
  7. 7. Request Review Copyedit Graphics COMPLIANCE
  8. 8. The Challenge  Capture our process  Get us off Excel  Unify our global offices  And do it using NO CODE.  It has to look really nice,  be intuitive to use,  provide secured views by role,  send automated notifications,  and deliver powerful reporting. And you can’t access the servers or Central Administration!4/28/12 #SPSBOS @sadalit
  9. 9. The ROI  Improve efficiency by reducing manual effort  Standardize the process across global offices  Speed up response time with automated notifications  Facilitate handoff among resources  Surface request status to the requestor as well as the working team  Respond to questions with “paper trail”  Track metrics of the process4/28/12 #SPSBOS @sadalit
  10. 10. The Prereqs  SP 2010 Enterprise  with Infopath Services and PowerPivot configured.4/28/12 #SPSBOS @sadalit
  11. 11. Solution Design  SP 2010 Site  InfoPath form template, site content type, site columns, & form library  SP Designer workflow  Audit list  PowerPivot data feed  Excel Services reporting4/28/12 #SPSBOS @sadalit
  12. 12. The Site4/28/12 #SPSBOS @sadalit
  13. 13. The Form4/28/12 #SPSBOS @sadalit
  14. 14. The Workflow4/28/12 #SPSBOS @sadalit
  15. 15. The Audit List4/28/12 #SPSBOS @sadalit
  16. 16. The Reports4/28/12 #SPSBOS @sadalit
  17. 17. Demo
  18. 18. Maturity of This Solution - 3504/28/12 #SPSBOS @sadalit
  19. 19. Gotchas  User Profile service data connection – a.k.a. “the dreaded 5566 error”  Kerberos  Managed Metadata  File interaction – attachments can’t be shown via the icon in the form library, no easy way to transfer them to a document library  No data feed from InfoPath Form Library  File attachment upload limit – 4 MB by default And potentially many more!4/28/12 #SPSBOS @sadalit
  20. 20. Resources Color-coding (seen in request status on the site): http://blog.pathtosharepoint.com/2010/04/06/t utorial-add-color-coding-to-your-sharepoint- 2007-calendar-in-15-minutes/ PowerPivot add-in for Excel: http://www.microsoft.com/en- us/bi/powerpivot.aspx4/28/12 #SPSBOS @sadalit
  21. 21. Thank You!  Follow Up  @sadalit  Upcoming  Join us for SharePint!  The Skellig - 240 Moody St in Waltham  Sponsored by RackSpace and BlueMetal Architects4/28/12 #SPSBOS @sadalit

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