This document discusses how to minimize risks when deploying workflows in SharePoint. It recommends using third-party workflow tools for most cases due to their increased functionality compared to out-of-the-box SharePoint workflows. When planning workflows, key challenges to address include functionality and user experience, permissions, data structure, and performance. Thorough planning with business users, understanding process maturity, and testing are important to address these challenges and ensure project success.
Datapolis Guest Expert Presentation: Limitations of SharePoint Designer by Bj...Datapolis
This is the first presentantion of our Guest Expert series featuring SharePoint MVPs talking about workflows and process design in SharePoint. The presentation explains the limitations of SharePoint Designer in deploying workflow, when this tool is enough to model business processes and when you need to look for other solutions.
AGENDA
After watching this webinar you will learn how to:
✓ Improve processes with workflow logic
✓ Select the type of workflow which works the best for your process
✓ Use Visual Studio to create custom workflows for large-scale complex processes
✓ Choose SharePoint Designer, Visual Studio or 3rd party solutions depending on your needs
SPEAKER
Bjoern H. Rapp is Senior Software Engineer at Steria Norge, Microsoft SharePoint MVP, and the author of the book "Beginning SharePoint 2013 Workflows" . In his native Norway he is a leading figure of the local SharePoint community, organizing such events as SharePoint Saturday Oslo. Visit his blog: SharePointViking.com
Lifecycle Management with SharePoint Apps and SolutionsSPC Adriatics
A SharePoint project is just like any other software project. When creating real business SharePoint customization projects, you should carefully consider the Application Lifecycle Management (ALM). In this session you will learn what ALM is, and how ALM impacts on SharePoint projects, regardless they are SharePoint Solutions or SharePoint Apps. The session will discuss topics about gathering requirements, defining architectures, writing code, testing, releasing, and maintaining SharePoint projects. The speaker will share with you what he learned in about 12 years of real experience in creating and managing SharePoint projects.
Modernize Solutions with SharePoint & the Power PlatformJonathan Schultz
Modernize common HR, IT and other functional processes with SharePoint and the Power Platform (PowerApps, Flow and Power BI).
- Re-think SharePoint portals
- Migrate forms (static & InfoPath) to mobile apps
- Leverage interactive dashboards to make data-based decisions
Workflow allow you to automate your business processes
SharePoint Workflow
A Real Example of Workflow
SP Designer VS Visual Studio
SharePoint Designer 2013
Develop Workflow using SharePoint Designer
Demo: Developing SharePoint Designer 2013 Workflow
Create Workflow using Visual Studio 2012
Datapolis Guest Expert Presentation: Limitations of SharePoint Designer by Bj...Datapolis
This is the first presentantion of our Guest Expert series featuring SharePoint MVPs talking about workflows and process design in SharePoint. The presentation explains the limitations of SharePoint Designer in deploying workflow, when this tool is enough to model business processes and when you need to look for other solutions.
AGENDA
After watching this webinar you will learn how to:
✓ Improve processes with workflow logic
✓ Select the type of workflow which works the best for your process
✓ Use Visual Studio to create custom workflows for large-scale complex processes
✓ Choose SharePoint Designer, Visual Studio or 3rd party solutions depending on your needs
SPEAKER
Bjoern H. Rapp is Senior Software Engineer at Steria Norge, Microsoft SharePoint MVP, and the author of the book "Beginning SharePoint 2013 Workflows" . In his native Norway he is a leading figure of the local SharePoint community, organizing such events as SharePoint Saturday Oslo. Visit his blog: SharePointViking.com
Lifecycle Management with SharePoint Apps and SolutionsSPC Adriatics
A SharePoint project is just like any other software project. When creating real business SharePoint customization projects, you should carefully consider the Application Lifecycle Management (ALM). In this session you will learn what ALM is, and how ALM impacts on SharePoint projects, regardless they are SharePoint Solutions or SharePoint Apps. The session will discuss topics about gathering requirements, defining architectures, writing code, testing, releasing, and maintaining SharePoint projects. The speaker will share with you what he learned in about 12 years of real experience in creating and managing SharePoint projects.
Modernize Solutions with SharePoint & the Power PlatformJonathan Schultz
Modernize common HR, IT and other functional processes with SharePoint and the Power Platform (PowerApps, Flow and Power BI).
- Re-think SharePoint portals
- Migrate forms (static & InfoPath) to mobile apps
- Leverage interactive dashboards to make data-based decisions
Workflow allow you to automate your business processes
SharePoint Workflow
A Real Example of Workflow
SP Designer VS Visual Studio
SharePoint Designer 2013
Develop Workflow using SharePoint Designer
Demo: Developing SharePoint Designer 2013 Workflow
Create Workflow using Visual Studio 2012
Getting started with share point online modernization - SharePoint Saturday T...Salman Ahmad
My session at SharePoint Saturday Toronto on Saturday November 23, 2019 at Microsoft Canada, Mississauga. It was about modernization of classic SharePoint Online sites.
Migrating Lotus Notes Applications to Sharepoint Online with NintexMaarga Systems
Many of the IBM Lotus Notes customers are switching over to Microsoft SharePoint for their team rooms, discussions, document libraries, and many other custom applications. While this exodus off Notes has been happening over the past decade, it has become more of a custom in the past year.
As an IT Manager owning the migration project, it is imperative that you plan a detailed approach of migration that includes methodology, tools & decide on what to migrate before embarking on this endeavour.
In this webinar, you will learn about:
● Third party workflow solutions on Sharepoint Online
● Nintex and how it helps migration
● Best Practices of migrating applications to Sharepoint Online when using Nintex Workflows
● Challenges and how to overcome them
● Live demo of how to build using Nintex Workflows
Real world business workflow with SharePoint designer 2013Ivan Sanders
Automating business processes with SharePoint 2013 is a powerful way to increase efficiency within any organization. With SharePoint Designer 2013, no-code (or declarative) workflows can be built to run either SharePoint 2013 On-Premise or in the cloud with Office 365. In this session, we’ll develop an expense report workflow from beginning to end to show how SharePoint Designer Workflows are being used in business today.
Collab 365 - Real world scenarios to migrate to SharePoint 2016 or Office 365Patrick Guimonet
This is the slides from our session at Collab 365 on SharePoint 2016 and Office 365 migration
Same session we did at SPS Barcelona 2015
With Gokan Ozcifci
Build scalable SharePoint 2013 Staged Workflows to run locally and in the CloudBrian Culver
SharePoint 2013 now supports two workflow platforms. We will walk through using the two workflow platforms and how they are different. We will configure the SharePoint 2013 Workflow Manager and build a workflow that can run locally and in the Azure cloud seamlessly.
Attendee Takeaways:
Understanding both of the SharePoint 2013 Workflow architectures.
Learn to setup and configure the SharePoint 2013 Workflow Manager.
Learn to build staged workflows and run them in the local or the Microsoft Azure cloud
Slide Deck of the session "Getting Started with SharePoint 2013 Workflows"
Date : 25 October 2014
Event : SPSEvents Washington DC Reston
Place : Microsoft Technology Center, 12012 Sunset Hills Road, Reston , Virginia USA 20190
Twitter Handle: #SPSDC
Bend Sharepoint Approval Workflow to your WillTamara Bredemus
Join us as we explore the out-of-the box SharePoint Approval Workflow in SharePoint Designer 2013.
In this session we will learn:
•How to customize the many approval emails
•How to change the number of approvals required to complete the workflow
•How to use information provided by the user to customize the approval process
•And much more…
Take this information back to the office and become the workflow Rock Star you’ve always wanted to be.
In this demo rich session, Penny will demonstrate will introduce some of the new workflow features of SPD 2013: concentrating on loops, the new dictionary variable and calling web services, as well as the new SharePoint 2013 Promoted Links list app.
New SharePoint Features in Visual Studio 2012!SPC Adriatics
Speaker: Paul J. Swider
The Visual Studio team has provided SharePoint developers with new templates and project items in the latest release of Visual Studio. Now developers have new templates and tools to enhance the developer experience within SharePoint 2010 and SharePoint 2013. In this session learn about compatibility, upgrading source code and what’s new with SharePoint development and Visual Studio 2012.
[PL] SharePoint Coffee Talk: Co nowego w Microsoft SharePoint 2016Datapolis
Jak się zmieni SharePoint w swojej najnowszej wersji? Gdzie można szukać większych możliwości, a gdzie ograniczeń? Prezentacja ze spotkania SharePoint Coffee Talk by Datapolis 10 czerwca 2015 r.
Getting started with share point online modernization - SharePoint Saturday T...Salman Ahmad
My session at SharePoint Saturday Toronto on Saturday November 23, 2019 at Microsoft Canada, Mississauga. It was about modernization of classic SharePoint Online sites.
Migrating Lotus Notes Applications to Sharepoint Online with NintexMaarga Systems
Many of the IBM Lotus Notes customers are switching over to Microsoft SharePoint for their team rooms, discussions, document libraries, and many other custom applications. While this exodus off Notes has been happening over the past decade, it has become more of a custom in the past year.
As an IT Manager owning the migration project, it is imperative that you plan a detailed approach of migration that includes methodology, tools & decide on what to migrate before embarking on this endeavour.
In this webinar, you will learn about:
● Third party workflow solutions on Sharepoint Online
● Nintex and how it helps migration
● Best Practices of migrating applications to Sharepoint Online when using Nintex Workflows
● Challenges and how to overcome them
● Live demo of how to build using Nintex Workflows
Real world business workflow with SharePoint designer 2013Ivan Sanders
Automating business processes with SharePoint 2013 is a powerful way to increase efficiency within any organization. With SharePoint Designer 2013, no-code (or declarative) workflows can be built to run either SharePoint 2013 On-Premise or in the cloud with Office 365. In this session, we’ll develop an expense report workflow from beginning to end to show how SharePoint Designer Workflows are being used in business today.
Collab 365 - Real world scenarios to migrate to SharePoint 2016 or Office 365Patrick Guimonet
This is the slides from our session at Collab 365 on SharePoint 2016 and Office 365 migration
Same session we did at SPS Barcelona 2015
With Gokan Ozcifci
Build scalable SharePoint 2013 Staged Workflows to run locally and in the CloudBrian Culver
SharePoint 2013 now supports two workflow platforms. We will walk through using the two workflow platforms and how they are different. We will configure the SharePoint 2013 Workflow Manager and build a workflow that can run locally and in the Azure cloud seamlessly.
Attendee Takeaways:
Understanding both of the SharePoint 2013 Workflow architectures.
Learn to setup and configure the SharePoint 2013 Workflow Manager.
Learn to build staged workflows and run them in the local or the Microsoft Azure cloud
Slide Deck of the session "Getting Started with SharePoint 2013 Workflows"
Date : 25 October 2014
Event : SPSEvents Washington DC Reston
Place : Microsoft Technology Center, 12012 Sunset Hills Road, Reston , Virginia USA 20190
Twitter Handle: #SPSDC
Bend Sharepoint Approval Workflow to your WillTamara Bredemus
Join us as we explore the out-of-the box SharePoint Approval Workflow in SharePoint Designer 2013.
In this session we will learn:
•How to customize the many approval emails
•How to change the number of approvals required to complete the workflow
•How to use information provided by the user to customize the approval process
•And much more…
Take this information back to the office and become the workflow Rock Star you’ve always wanted to be.
In this demo rich session, Penny will demonstrate will introduce some of the new workflow features of SPD 2013: concentrating on loops, the new dictionary variable and calling web services, as well as the new SharePoint 2013 Promoted Links list app.
New SharePoint Features in Visual Studio 2012!SPC Adriatics
Speaker: Paul J. Swider
The Visual Studio team has provided SharePoint developers with new templates and project items in the latest release of Visual Studio. Now developers have new templates and tools to enhance the developer experience within SharePoint 2010 and SharePoint 2013. In this session learn about compatibility, upgrading source code and what’s new with SharePoint development and Visual Studio 2012.
[PL] SharePoint Coffee Talk: Co nowego w Microsoft SharePoint 2016Datapolis
Jak się zmieni SharePoint w swojej najnowszej wersji? Gdzie można szukać większych możliwości, a gdzie ograniczeń? Prezentacja ze spotkania SharePoint Coffee Talk by Datapolis 10 czerwca 2015 r.
Why everyone needs workflow? Short story about making your everyday work flowDatapolis
Watch this session to learn how you can turn business processes that can be found everywhere into workflows. Datapolis project manager Tomasz Głogosz explains what challenges you may meet on the road of workflow implementation in SharePoint and what are the ways to tackle them. This session was presented for the first time at SharePoint Saturday Dubai 2016, where Datapolis was Platinum Sponsor.
Datapolis Guest Expert Presentation: Top 15 SharePoint Server Configuration M...Datapolis
This is the presentation from guest expert webinar by Paolo Pialorsi, SharePoint MVP, who presents the most common issues in SharePoint configuration and explains how to avoid them.
Watch the video here: https://youtu.be/w28Xqa_P5IA
Exciting new features in Datapolis Process System 4.3Datapolis
Check what is new in the 4.3 edition of Datapolis Process System, visual process designer for Microsoft SharePoint:
- Advanced reports
- Advanced forms features
- New functions and others improvements
[PL] Zarządzanie procesami biznesowymi z wykorzystaniem platformy SharePointDatapolis
Wybór systemu informatycznego do zarządzania przebiegiem procesów biznesowych w organizacji może być decyzją, która przesądzi o sukcesie lub porażce projektu. Wiele firm decyduje się na wdrożenie wyspecjalizowanego rozwiązania dedykowanego wyłącznie modelowaniu procesów. Często do skutecznego zarządzania procesami wystarczy jednak obecny już w większości organizacji system Microsoft SharePoint, ewentualnie wzbogacony o zewnętrzne rozwiązania. Wybór już wykorzystywanej platformy oznacza niższe koszty wdrożenia, krótszy czas szkolenia personelu i brak konieczności radykalnych zmian w działaniach organizacji.
Plan prelekcji:
- Przedstawienie platformy SharePoint i zakresu jej biznesowych możliwości
- SharePoint jako narzędzie do zarządzania procesami biznesowymi – jakie funkcjonalności to umożliwiają?
- Zewnętrzne rozwiązania rozszerzające możliwości platformy SharePoint w zarządzaniu procesami biznesowymi
- Case study
Prelekcja jest przeznaczona głównie dla architektów procesów/użytkowników biznesowych, którzy potrzebują przenieść konkretne procesy biznesowe w środowisko IT.
Prezentacja pochodzi z konferencji BPM Trends Conference, która odbyła się 14 stycznia 2015 r.
Tworzenie zaawansowanych przepływów pracy z wykorzystaniem funkcjonalności takich jak formularze, aplikacje oraz odwołania do zewnętrznych źródeł.
Prowadzący: Dominik Daniewski, Presales Engineer Datapolis
Datapolis Process System helps you do whatever you do again and again on SharePoint. It includes everything you need to model, implement, manage and evolve process driven applications in SharePoint.
Datapolis Guest Expert Presentation: Three must have SharePoint workflows by ...Datapolis
Datapolis guest Vlad Catrinescu presents a webinar on 3 must-have SharePoint workflows: holiday approval, purchase approval, and onboarding process. Learn how to create such workflows in SharePoint designer or using 3rd party solutions.
Join the follow-up discussion: http://sharepoint-community.net/forum/topics/follow-up-questions-three-must-have-sharepoint-workflows-guest-ex?xg_source=activity
Datapolis Process System 4.1 is a platform for modeling and managing processes with SharePoint workflows. This presentation shows new functionalities introduced in the latest release: user substitutions functionality, timer jobs control, and improved user experience with Datapolis Applications.
Datapolis Process System jest przyjazną platformą do projektowania dowolnie złożonych rozwiązań biznesowych bazujących na przepływach pracy w środowisku SharePoint.
Unikalna funkcjonalność Datapolis Process System pozwala uporządkować
przepływy pracy rozproszone w środowisku SharePoint tworząc spójny i centralnie zarządzany system.
Jak tworzyć nowoczesne i mobilne raporty? Marcin Siewnicki, architekt systemowy Datapolis tłumaczy, jak zintegrować SQL Reporting Services 2016 i SharePoint 2016 po to, by wygenerować zaawansowane i przyjazne użytkownikowi raporty.
Process Improvement through SharePoint Workflows. Connect the Click Points. G...Datapolis
Watch this webinar to learn how to analyze and improve dysfunctional processes through SharePoint workflows and Datapolis Process System. Our speaker Kay Wise shares secrets learned over a lifetime of designing, implementing and improving business processes.
ASAE Technology Conference 2011.
Conversation that Matters: SharePoint - Good, the Bad, and the Ugly
Presenter: John Stover
Wednesday December 7, 3:15 – 4:30 pm
In this highly conversational session, John discusses SharePoint implementation best practices. These are often best learned and easily defined when things go wrong. You are invited to share your stories as well as lessons learned. Help those currently in the beginning or in the midst of SharePoint implementations.
Practical Tips for Migrating SharePoint Customizations to Office 365Haniel Croitoru
When planning a migration of SharePoint on-premises environment to Office 365, the first thing that comes to mind is organizations often focus mainly on their content - all the documents and items stored across their libraries and lists. Of course, why wouldn't they? It's the reason that they started using SharePoint anyways. But in many cases, the SharePoint environment that has been well adopted and his highly use will include some level of customizations to help meet specific business needs. These may include forms and workflows, scheduled timer jobs, custom look and feel, business logic to interface with other line of business solutions, to name a few.
This presentation takes a look at ways to create a SharePoint Online environment that will provide a similar experience for your users. We will look are various technologies, including CSOM Scripting, Microsoft Flow, PowerApps, Forms, LogicApps, and Azure Functions.
SharePoint as a Business Platform Why, What and How? – No Codedox42
"SharePoint as a Business Platform
Why, What and How? – No Code"
Im Vortrag von Jean-François Saint-Pierre von Evolusys erfahren Sie mehr über das nahtlose Zusammenspiel von SharePoint und dox42.
24.09.2014, Swiss SharePoint Club Genf
Are processes masquerading as projects hurting your businessBen Bradley
Not long ago, a significant amount of the work done within companies was simpler and a higher percentage of it tended to be fairly repetitive. Today, work featuring unstructured decision-making—knowledge work—accounts for 25% to 50% of all work, and this percentage is growing. The challenge is that while the work needed today has changed fairly radically, technology solutions had not adapted to the new environment—business process management (BPM) and project management solutions are really good at managing a predictable, repetitive world, but these solutions are not well-suited to business scenarios containing a lot of uncertainty and requiring unstructured decision-making in order to reach positive outcomes. Work-Relay is a powerful, easy-to-use platform for designing and deploying business processes of any level of complexity on the Salesforce.com platform. Includes the full spectrum of projects and processes, from fully automated to ad hoc.
A presentation by Mike Jennings and Roger Howard for the Createasphere DAM conference 2011 in Burbank, CA.
The presentation discusses issues in metadata interoperability and tools to improve it -- mostly open-source or free tools.
Applying Agile to Multi-Team Projects - April 2010
Datapolis workbox how to cut workload and minimize risks
1. How to cut workload and minimize risks
when deploying workflow in SharePoint environment
Tomasz Głogosz
Human–Centric Workflows
2. About me
• Certified Project Manager (PMP) and Developer (MCTS)
• 5 years of experience with SharePoint (2007, 2010)
• 4 years of experience with SharePoint workflows
• Project manager and main architect for Datapolis Workbox –
workflow product for SharePoint
• Managed, consulted and developed projects for mid to large
workflow implementations
Human–Centric Workflows
3. I’d like to convince you that
• SharePoint is a great platform for workflows
• Many problems can be avoided during planning
• Usability for business is the main factor of project success
Human–Centric Workflows
4. Topics
• Workflows in SharePoint
• Workflow tools
• Main challenges
• Tackling the challenges
Human–Centric Workflows
5. Workflows in SharePoint
• Used to:
• Ensure process compliance
• Automate tasks
• Streamline processes
• Track processes
• Based on Windows Workflow Foundation
• Run on the front-ends in IIS process
• The load is automatically transferred to SharePoint Timer
• Workflow data is stored in database
Human–Centric Workflows
7. Microsoft SharePoint OOB Workflows
Workflow tools
• Ready to use
• Tested and tuned
• Very limited
• Simple scenarios
• No modifications
Human–Centric Workflows
8. Microsoft SharePoint Designer
Workflow tools
• Free
• Integrated with Visio and InfoPath
• Allows automation of common tasks
• Can modify OOB Workflows
• Only current site data and activities
• Limited activities and data
modifications
• No loops
• Hard to manage larger flows
Human–Centric Workflows
9. Microsoft Visual Studio
Workflow tools
• „Anything is possible”
• Can use data from entire SharePoint and LOB apps
• Full control over the process
• Requires developers
• Requires licenses
• Long development cycle
Human–Centric Workflows
11. 3rd party tools
Workflow tools
• Graphical process definition
• Multiple activities
• Highly customizable
• Can use data from other sites/site collections
• Connects to LOB
• Requires licenses
• Can have unexpected limitations
• Requires fine tuning in enterprise
deployments
Human–Centric Workflows
12. Decision factors
Optimal
Functionality
Development costs
Support
License
costs
Human–Centric Workflows
13. Decision factors
Real life
License costs
Functionality
Development
costs
Support
Human–Centric Workflows
14. Optimal tool
Optimal tool does not exist
Human–Centric Workflows
15. Optimal tool
• In 80% of cases 3rd party tools
• One-time investment in licenses
• Shorter deployment time than SPD and VS
• Much more powerful than OOB and SPD
• Ready to use interfaces
• Easier process modification and tuning than OOB, SPD and VS
• Easier to share with business
• Other 20%
• Simple processes (if not already owned) – OOB and SPD are cheaper
• Extremely efficient and highly customized workflows –
VS gives more control
Human–Centric Workflows
17. Functionality and UX
Main challenges
• SharePoint OOB interface and behavior
• Forms
• Workflow tool limitations
• Process maturity
Human–Centric Workflows
18. Permissions
Main challenges
• Access to SharePoint data
• Access to workflow information
• Decisions in workflow
Human–Centric Workflows
22. General advice
Tackling the challenges
• Standard software development rules apply!
• Work with the business
• Model the process with business
• Find and take care of power users on the business side
• Share the process as often as possible
• Expect and prepare for change
• Always think about performance
• Optimize the process after every change
• Don’t forget about the testing and deployment phase
Human–Centric Workflows
23. Functionality and UX
Tackling the challenges
• Do not assume that standard SharePoint UX is enough
• Think about:
• Workflow start
• Decisions in workflow
• Showing users their items of interest (tasks, filtered views)
• Forms
• Double check if advanced forms are required
• Choose the right tool (SPD, Infopath, 3rd party, custom)
• Know the limitations
Human–Centric Workflows
24. Functionality and UX
Tackling the challenges
• Workflow tools
• Know your tools and their limits
• Don’t use workflows for everything
• Test your workarounds – performance and influence on the
process
• Think about coding custom activities/functions
• Process maturity
• Get an analyst
• Understand the process
• Help the users understand the process
• Try not to adjust the process to the tool
Human–Centric Workflows
25. Permissions
Tackling the challenges
• Get the requirements first
• Plan for security – embed it in the architecture
• Know SharePoint limitations :
• Per item permissions (!)
• Column permissions
• Permissions to launch and terminate workflow
• Permissions to tasks and decision interface
• Workflow context
• Remember about substitutions and admin
• Use AD and groups
Human–Centric Workflows
26. Data structure
Tackling the challenges
• Try to define all the objects as soon as possible
• Know SharePoint limitations:
• Relationships
• User interface
• Related fields
• Performance
• Plan for external data
• External lists – know the limits
• Be careful with synchronization
• Limit the number of queries
Human–Centric Workflows
27. Performance
Tacking the challenges
• Know the expected load
• Items – main objects, related objects and versioning policy
• Users – how many, what load
• Processes
• Know the recommended limits (Technet, MSDN)
• Plan, Test, Optimize
• Remember - workflow uses lot of resources
• Optimize your farm
• Front-ends, database, timer location
• Pool recycling, timer recycling
Human–Centric Workflows
28. Performance
Tackling the challenges
• Workflows
• Change management - analyze and remodel or rewrite your
workflows
• Look out for:
• Queries
• Loops
• Cascading workflows
• Archive
• Items
• History
Human–Centric Workflows
29. Summary
• Workflows in SharePoint are great tools
• SharePoint has its limitations
• Well planned solution and good communication with
business – nearly 100% guarantee of success
Human–Centric Workflows
30. Questions?
Tomasz Głogosz
Project Manager and Main Architect
tomasz.glogosz@datapolis.com
www.datapolis.com
Download free Datapolis Workbox trial: www.datapolis.com/freetrial
Create online demo site: www.datapolis.com/demosite
Human–Centric Workflows