The document presents a presentation on automating business processes, highlighting key topics such as SharePoint 2010 and 2013 workflows, Nintex for workflow creation, and integration with Microsoft CRM. It outlines the benefits of automation including cost reduction and improved efficiency, along with examples of simple and complex workflows. The document concludes with a discussion of case studies demonstrating the application of these automation tools in real-world scenarios.

1. 21st February 2013
Automating Business Processes
Aonghus Fraser SharePoint Lead Consultant (C5 Alliance)
Jessica Meats Partner Technology Advisor (Microsoft)
www.c5alliance.com

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. 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. Our People, Locations & Teams
 75+ highly skilled, qualified and experienced consultants
 Operational locations Jersey & Guernsey
7 x distinct teams:
 Business Process
 Business Solutions
 Business Intelligence
 Technical Solutions
 Project Delivery
 Managed Services
 Training

5. C5 Client Base

6. Automating Business Processes

7. Why Automate Business Processes?
 Reduce Costs
 Increase Consistency & Confidence
 Increase Efficiency
 Improve Customer Service
 Reporting & Management Information
 Process Optimisation

8. Typical Examples – Simple to Complex
Simple
 Document Approval / Feedback
 Holiday Request
 New Start / Leaver
 Client Due Diligence / Know Your Client
 Customer Application (e.g.
Account, Loan Facility)
Complex

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. Out Of The Box Example - Approval
 Document Approval
 e.g. Press Release, Policy, Announcement
 Initiate from Office or SharePoint

12. SharePoint Designer Example – Holiday Request
 Item Approval
 Notification
 Linear

13. SharePoint Designer Demo
Holiday Request

15. SharePoint Designer 2010 Summary
 Easy to use
 Free
 Basic linear workflows
 No loops or state machines (2010)
 Extensible
 Impersonation (Permissions)

16. Nintex Workflow Demo
Templates, Drag & Drop, Holiday
Request, Escalation

22. 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

23. Microsoft Dynamics CRM
Workflow & Integration

24. 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)

26. Workflow Integration with CRM
 SharePoint Designer Custom Action
 Nintex Workflow (Enterprise)
 Custom Code (Visual Studio Workflow)

27. Examples & Case Studies

28. Holiday Request
 SharePoint Designer Workflow
 Simple Approval
 Update of “Days Taken” when approved
 Notification to employee, manager & HR

29. Bank Complaints Database
 Nintex Workflow 2010
 Management of complaints
 Task Escalation
 Reporting (SLAs)

30. Bank KYC Process
 Nintex Workflow 2010
 Multiple teams (CI, London, Mauritius)
 Document Sets for collating data
 State machine logic
 Reporting

32. Jersey Financial Services Commission
Personal Questionnaire
 Nintex Workflow 2010
 Complex back-end integration
 Multiple departments
 Long-running workflow
 Document generation
 Scanning integration

34. Generali International
Policy Document Management & Workflow

35. Over to Jess…

37. Share

43. Questions?

44. Thank You!