This document discusses how to cut costs using SharePoint 2010. It provides an overview of InfoPath 2010 and SharePoint Designer 2010 which can be used to create electronic forms and workflows to reduce paper usage and costs. Specific features and functions of InfoPath 2010 and SharePoint Designer 2010 are demonstrated, such as creating lists and workflows, adding fields, and sending automated emails. The goal is to illustrate how SharePoint 2010 can help save money by digitizing paper-based processes in education.

1. Cost cutting using SharePoint 2010
Alan Richards
023 8097 0968 www.spedutech.com

2. About Me
• SharePoint MVP
• Worked in education for over 17 years
• Blog, write & speak
• alan@sharepointedutech.com
• @arichards_Saruk
• http://edutechnow.com
023 8097 0968 www.spedutech.com

3. Topics
• Background
• Demo of the end result possible
• InfoPath 2010
• SharePoint Designer 2010
023 8097 0968 www.spedutech.com

4. Background
• High levels of investment in ICT needs a ROI
• Paper – 1.5 million sheets of paper a year
– Printing
– Copying
– Letters
• Academic Review Day
– £8000 for 2 days
023 8097 0968 www.spedutech.com

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7. InfoPath 2010
• Simple to use
• Easy to connect to SharePoint
• Browser based forms
023 8097 0968 www.spedutech.com

8. InfoPath 2010
• Create the list from InfoPath
– Set server / site location
– Create new list
– Creates Basic Fields
• Design Your Page
– Layouts
– Page Design
– Tables
• Add fields
– Text boxes
– Date / Time
– Person Picker
023 8097 0968 www.spedutech.com

9. InfoPath 2010
• Current User
– Add text box
– Control Properties
– Select function
023 8097 0968 www.spedutech.com

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12. SharePoint Designer 2010
• Open a SharePoint site
– View current workflows
– Create new list workflow
023 8097 0968 www.spedutech.com

13. SharePoint Designer 2010
• Creating a workflow
– Add conditions
– Resultant actions
• Send Email
– User from AD / list
– Use a function to create the subject
– Use lookups in the body to pull data out of the list
023 8097 0968 www.spedutech.com

14. SharePoint Designer 2010
• Simple or Complex
023 8097 0968 www.spedutech.com

15. 023 8097 0968 www.spedutech.com

16. Thank you for your time
alan@sharepointedutech.com
www.edutechnow.com
@arichards_Saruk
023 8097 0968 www.spedutech.com