KMA highlights what we learned at SharePoint 2011 - BPA session

1. KMA SharePoint Recap
Welcome and Introduction

2. Why We’re Here: SharePoint Conference 2011
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

3. KMA’s Investment
• Six people
• One week
• Cross-country
• Conference fee
• Travel expenses
• Opportunity cost
• Total: > $50,000
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

4. Today’s Approach: 3 Simple Themes
• Cool stuff we learned at
SPC11
• Why we think it matters
to you, our clients and
prospects
• What we recommend
you do next as a result.
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

5. A Couple Quick Highlights – Best Quote
Client: "We don't have a development farm.”
Consultant: No, actually, you don't have a production farm."
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

6. A Couple Quick Highlights – Best Demo
• SQL 2012 (“Denali”)
– 7,500 concurrent users
– 14 TB content database
– 107 million records in
search results
• UNPLUGGED ON STAGE
• Full failover in 42 seconds
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

7. Agenda
Time Topic Owner
9:30am – 9:40am Introduction Mike Gilronan
9:40am – 10:00am Project Server Amy Talhouk
10:00am – 10:30am Adoption Chris Bortlik &
Karina Vatynskaya
10:30am – 10:50am Business Process Automation Deanne Damato
(non-Developer version)
10:50am – 11:00am BREAK
11:00am – 11:30am Social Computing Mike Gilronan
11:30am – 12:00pm External Facing Websites Derek Cash-Peterson
(Extranets and WWW)
12:00pm – 12:30pm Business Intelligence with SQL Server 2012 Chris McNulty
Close
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8. Business Process Automation
No Code Required!

9. Introduction
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10. What I Learned
• How much you can do to extend and
customize SharePoint and build
valuable business solutions without
code
• Examples of automating business
processes and creating meaningful
views of your data
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

11. Workflows with SharePoint Designer
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12. SharePoint Designer Workflows
• SharePoint Designer 2010
and Visio Premium 2010
working together
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13. Export a Visio Diagram to SharePoint Designer
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14. Export a Visio Diagram to SharePoint Designer
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15. Forms
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16. Forms
• Customize list form with InfoPath
(SP 2010)
• InfoPath Forms web part (SP 2010)
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

17. Customize List Forms with InfoPath
On the SharePoint 2010 Ribbon you have the ability to
“Customize Form” for each list
The list form opens in
InfoPath and allows
you to customize the
form’s appearance,
add intelligence, add
formatting and
validation rules.
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

18. Example: Customized List Form
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19. InfoPath Forms Web Part (SP 2010)
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20. InfoPath Forms Web Part (SP 2010)
The web parts on this
dashboard “Positions”,
“Candidates” and the form
itself are “connected” so
that they respond to each
other.
The view of the form
“Interview Candidate
Tracker” is Read Only
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

21. Example: Employee Time Off Request
Employee goes to a page that has a time off
request form where they can check their
request history, their time off accrued and
remaining before they submit a new
request.
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

22. In Summary…
• No code solutions for forms and no code
solutions for workflows
• Shorter time to productivity
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

23. Resources
• Workflows in SharePoint Server 2010
• Create, import and export SharePoint workflows in
Visio
• Working with the InfoPath Forms Web Part
• Connect Web Parts in SharePoint 2010
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

24. Final Words and Resources
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

25. Evaluations – We All Evaluate One Another…
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

26. How to Sustain the Conversation
Topic Owner E-mail Twitter Blog
Project Server Amy Talhouk atalhouk@kma-llc.net @atal64 http://blogs.kma-
llc.net/kma/
Adoption Chris Bortlik & cbortlik@microsoft.com @cbortlik http://blogs.technet.com
Karina Vatynskaya /cbortlik
Business Process Deanne Damato ddamato@kma-llc.net http://blogs.kma-
Automation llc.net/kma/
Social Computing Mike Gilronan mgilronan@kma-llc.net @mikegil http://kmamikegil-
blog.kma-llc.net/
External Facing Websites Derek Cash-Peterson dcash-peterson@kma-llc.net @dcpkma http://blogs.kma-
llc.net/goodpoint/
BI -- Powered by SQL Chris McNulty chris.mcnulty@quest.com @cmcnulty20 http://www.chrismcnulty.
Server 2012 00 net/blog/default.aspx
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

27. In Closing…KMA Stuff
• KMA Event: 22 November
– Amy Talhouk
– New England SharePoint User
Group
– 5 ways SharePoint can benefit
your PMO
• KMA Webinar: 14 December
– Derek Cash-Peterson
– “How We Did It” Extranets for
Partners and Customers
– http://info.kma-llc.net/kma-
webinar-sharepoint-based-
partner-portal/
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

28. In Closing…Other Stuff
• Gilbane Conference:
30 November – 1 December
– http://gilbaneboston.com
• Microsoft Project Conference 2012
– Phoenix
– March 19-22, 2012
– http://msprojectconference.com
• SharePoint Conference 2012
– Las Vegas
– November 12-15, 2012
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

29. THANK YOU!
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.