The document describes a SharePoint Community in Philadelphia that meets monthly to discuss SharePoint topics. The meetings are held on the second Tuesday of each month from 5:30-8:30 PM at the Microsoft Malvern office. Sessions are split into time slots focused on end users, administrators, developers, and IT Pros. Hands-on labs for administrators and power users are also offered. The group has a website at www.TriStateSharePoint.org and can be contacted at info@tristatesharepoint.org. The community provides a way for SharePoint professionals in the area to network, learn and get involved with the product.
What is 'Just Enough' Documentation in Agile?Sally Elatta
There are lots of misconceptions around what Agile says about documentation. One is that Agile has NO Documentation! That brings a smile to a few folks and drives others (like me) crazy! If you’ve read anything about Agile, you’ll hear that what it really preaches is ‘Just In Time’ or ‘Just Enough’ documentation. So what does that mean? Why aim for ‘Just Enough’ and not ‘Perfect’ Documentation? This seminar was presented at the IIBA group.
Want this seminar presented at YOUR organization? just email sally@agiletransformation.com
Top Ways Agile Adoption Fails, How to Avoid Them!Sally Elatta
This was a webinar I offered to discuss real world reasons behind Agile adoption failure and the success factors for avoiding them. You can watch the video of the webinar here:
Using Agile and Lean to Stay Ahead in a Tough EconomySally Elatta
This seminar was presented to a group of IT and Business managers and executives on the topic of how to use Agile and Lean methods to stay ahead in the current economic conditions.
Contact me if you would like this presented for your organization.
sally@agiletransformation.com
What is 'Just Enough' Documentation in Agile?Sally Elatta
There are lots of misconceptions around what Agile says about documentation. One is that Agile has NO Documentation! That brings a smile to a few folks and drives others (like me) crazy! If you’ve read anything about Agile, you’ll hear that what it really preaches is ‘Just In Time’ or ‘Just Enough’ documentation. So what does that mean? Why aim for ‘Just Enough’ and not ‘Perfect’ Documentation? This seminar was presented at the IIBA group.
Want this seminar presented at YOUR organization? just email sally@agiletransformation.com
Top Ways Agile Adoption Fails, How to Avoid Them!Sally Elatta
This was a webinar I offered to discuss real world reasons behind Agile adoption failure and the success factors for avoiding them. You can watch the video of the webinar here:
Using Agile and Lean to Stay Ahead in a Tough EconomySally Elatta
This seminar was presented to a group of IT and Business managers and executives on the topic of how to use Agile and Lean methods to stay ahead in the current economic conditions.
Contact me if you would like this presented for your organization.
sally@agiletransformation.com
Overview of Agile for Business AnalystsSally Elatta
This seminar was presented to the IIBA Omaha group. My goal was to provide a quick overview of Agile and then dive into the role and skills needed for a BA on an Agile team. Let me know if you would like me to present this or a similar topic at your organization. sally@agiletransformation.com
SharePoint Designer Workflow - Should I, Should I NotGalen Keene
SharePoint Saturday San Diego 2012 - This presentation was given during a session titled SharePoint Designer Workflow - Should I, Should I Not.
The session provides an overview of SharePoint Designer 2010, specifically the workflow components. The session references a specific project that I worked on to automate a business process around purchases made by an IT division. We review the project from the discovery process through the evaluation of SharePoint Designer 2010 as the tool to design and implement the workflows.
What is Agile & Agile Project Management?. Introduction to Plan-based vs value-driven development; Scrum framework and roles and ceremonies; self-organised team, agile values. and leadership
Web Dev 101 for Journalists is aimed at helping people who want to do news and community information projects online understand how to find and work with a coder, think through their site, and launch it.
These slides were originally given at the Knight Digital Media Center Boot Camp. Video of this and other presentations, handouts, and other resources are available at http://bit.ly/KDMCBootcamp .
Overview of Agile for Business AnalystsSally Elatta
This seminar was presented to the IIBA Omaha group. My goal was to provide a quick overview of Agile and then dive into the role and skills needed for a BA on an Agile team. Let me know if you would like me to present this or a similar topic at your organization. sally@agiletransformation.com
SharePoint Designer Workflow - Should I, Should I NotGalen Keene
SharePoint Saturday San Diego 2012 - This presentation was given during a session titled SharePoint Designer Workflow - Should I, Should I Not.
The session provides an overview of SharePoint Designer 2010, specifically the workflow components. The session references a specific project that I worked on to automate a business process around purchases made by an IT division. We review the project from the discovery process through the evaluation of SharePoint Designer 2010 as the tool to design and implement the workflows.
What is Agile & Agile Project Management?. Introduction to Plan-based vs value-driven development; Scrum framework and roles and ceremonies; self-organised team, agile values. and leadership
Web Dev 101 for Journalists is aimed at helping people who want to do news and community information projects online understand how to find and work with a coder, think through their site, and launch it.
These slides were originally given at the Knight Digital Media Center Boot Camp. Video of this and other presentations, handouts, and other resources are available at http://bit.ly/KDMCBootcamp .
Somos una organización que busca impulsar un cambio en el mundo, de una manera divertida. Creamos sinergia del talento jóven con la visión y experiencia de los ya exitosos, atacando problemáticas reales a través de nuestras plataformas.
Outsourcing Enabled Transformation This session will discuss the IT sourcing process used to separate a division (formerly MeadWestvaco Papers Group) to a stand alone company. The steps of understanding the business objectives that drive the IT strategy and execution will be outlined along with the do\'s and don\'t(s) of making a very complex transition process work with minimal customer impactThis presentation will also address the idea of using business oriented service level metrics to
Developing Complex Business Rules with Drools IntegrationBonitasoft
Create rich and dynamic rule driven business process applications with the Bonita Open Solution BPM Suite.
Learn how to add business rules to your process transitions easily with decision tables in the Bonita Studio for process modeling, and for more complex rules, use the Drools Connector to call shared rules.
Business Process Management doesn't have to be difficult. With the right tools, you can automate your business processes simply and effectively. In less than one hour we provide an overview of Bonita Open Solution followed by a demonstration illustrating how a complete yet simple BPM Suite can easily automate your processes.
Fishbowl Solutions Webinar: A Path, Package, and Promise for WebCenter Conten...Fishbowl Solutions
Has your organization upgraded to Oracle WebCenter Content 11g? If not, why not? Perhaps the process seems daunting, you aren't sure where to begin, or the benefits are unclear. Whatever the reason, Fishbowl Solutions invites you to learn about its packaged offering for WebCenter 11g upgrades. This offering promises to remove any doubts or confusion regarding upgrades, and will set your organization on a path to further leverage its WebCenter investment.
Please join Fishbowl's WebCenter consulting experts on Thursday, March 21st as they discuss this comprehensive upgrade offering. Attendees of this webinar will learn the following:
Future impacts of not upgrading to the latest version
The benefits of WebCenter Content 11g
Upgrade successes at other companies
Package details and price
Are you new to SharePoint and don’t know where to start? Perhaps you’re using SharePoint, but only for storing documents and making announcements?
Have you connected to your back-end systems? Is it time to deploy workflow and electronic forms? When’s the right time?
A well-planned SharePoint roadmap defines the business goals, timeline, strategy and vision for your collaboration initiative. It makes sure your project gets funded. It will ensure you’re investing in the right areas with a framework for success.
View the presentation, delivered at the SharePoint TechKNOWLEDGEy 2010 event in Detroit. And for more information on this or other SharePoint topics, visit www.cdh.com or our blog at www.cdhtalkstech.com.
Learn how to capitalize on Autodesk PLM 360 to manage your enterprise business processes; including new product introduction, items and BOMs, change management, document management and many more. We will discuss how to improve your organizations performance and product data visibility throughout your organization by incorporating different business applications onto a single platform. Understand how to improve compliance to your NPI and Quality processes by implementing task management with workflow validation. Learn how to track your development process through the use of connected, but dedicated, workspaces for different departmental tasks. Our hope is that attending this class will give you a tour of how Autodesk PLM 360 can transform your business, and prepare you for the next steps in implementing PLM 360 for NPI.
Discovering New Product Introduction (NPI) using Autodesk Fusion LifecycleRazorleaf Corporation
In this session you will learn how to capitalize on Autodesk Fusion Lifecycle to manage your enterprise business processes; including new product introduction, items and BOMs, change management, document management and many more. We will discuss how to improve your organizations performance and product data visibility throughout your organization by incorporating different business applications onto a single platform. Understand how to improve compliance to your NPI and Quality processes by implementing task management with workflow validation. Learn how to track your development process through the use of connected, but dedicated, workspaces for different departmental tasks. Our hope is that attending this class will give you a tour of how Autodesk Fusion Lifecycle can transform your business, and prepare you for the next steps in implementing Fusion Lifecycle for NPI.
Features best practices and resources for implementing SharePoint now with minimal investment. If you like this deck and want to see a live event, go to www.quilogy.com/events.
This is a summary of the process to follow when creating and building websites and other such online media. It's a project process overview for thos in need of such a structure to help run their projects and for clients to get a better idea of how the whole process works. There ar of course other ways of running your projects but this is a good tried and tested stage by stage way of doing it. I've included responsibilities and example outputs as well as key things to do and watch out for each stage.
1. SharePoint Community in Philadelphia
• Sessions for: Meeting Format
5:30-6:30 Power User Session
• End Users 6:30-7:00 – News/Q&A/Networking/Food/Sponsors
• Administrators 7:00-7:30 – Open Design – “Problem of the Month”
7:30-8:30 - Developer or Administrator Session
• Developers
• IT Pros
• Meetings: Second Tuesday of the month, 5:30 to 8:30 PM, Microsoft
Malvern office
• Hands-On Labs: Administrators and Power Users, see website for details
WEB: www.TriStateSharePoint.org (under construction)
CONTACT: info@tristatesharepoint.org
TWITTER: @tristateSP
2. Platinum
Gold
SWAG
Event
Organizers
Thanks to our Sponsors!
3. The true power of SharePoint
Designer for workflows
Presented By
Peter Ward- SharePoint Solution Architect
Fed 5th 2011
4. Q&A – We will have time at the end of the presentation for
questions
A copy of this presentation can be sent to you
This is on my blog – www.wardpeter.com
Before We Begin
5. Microsoft
SharePoint 2010
Business
Performance
Enhancement-
Taking the basics
to the Business
No-Coding Solutions for SharePoint 2010 End Users
7. Agenda
10 Basic SPD concepts
10 steps to build a workflow
10 things to know before you start a workflow
10 cool 2010 features
10 things Microsoft didn't explain in SPD
14. Workflow Business Process
Inter - Enterprise
• Press Release
Enterprise • Drug Discovery
• Quality Management • Treasury / Cash
• Resource Planning Management
Corporate
• Procurement & subcontracts • Supply Chain Management
• Content
• Initial Public Offering • Customer Acquisition
Management/Approval
Department • Enrollment & Administration • Mergers and Acquisition
• Order Fulfillment
• ISO 9000/9001 Control • Trade Show Process
• Expense Claims • Inventory Management
• Safety & Regulation Control • Airline Operation
• Vacation Request • Logistics
• Cataloging & Distribution Maintenance
• Monthly Report • Wills / Estates /
• Product Engineering • Contract Risk Mitigation
• News Release Incorporations
• Claims Processing • Harmonized Tariff
• Hiring Request (Web) • Quotation & Contract
• Facilities Management Scheduling
• Interview Process Costing
• Bill Consolidation & Control • Federal Audit Control
• Hiring/Intake Process • Exploration & Appraisal
• Succession Planning • Cataloging & Distribution
• “On-Exit” Process • Check Request Approval
• Advertising Collection
• Helpdesk Process • Real Estate Buy/Sell
& Control
• Financial Planning • Collections
• Proposal/Sales • Internal Audit
Process • Purchase Orders
• Contract Approval • Pharmaceutical Trial
• Localization /
Globalization
Basic SPD concepts 3
15. Excitement of the first day at a new job
Informal Process
Informal Results
Here is your new desk.
16. Excitement of your first day on the job
Formal Process
Formal Results
Here is a new desk.
Basic SPD concepts 4
17. Types of SharePoint Workflow
Out of the box
Browser based
SharePoint Designer
Replacement to FrontPage
Can handle more complex workflows
K2 – No code solutions
Custom development
Basic SPD concepts 5
18. SharePoint Designer
• Designer is free
• For the workflow” .Net Frame work to be installed
• www.Microsoft.com/ downloads
• Ribbon Interface
• Similar to the Outlook rules engine
• It’s very difficult crash a server with SPD
Basic SPD concepts 6
19. Workflow Types
List workflows
Collect Feedback
Collect Signatures
Publishing
Site workflows
Must have view Web Analysts Data permissions to start these
Schedule Web Analytics Alerts
Schedule Web Analytics Reports
Basic SPD concepts 7
20. Security
Access to the site
Saved the workflow runs on saved ID
Basic SPD concepts 8
21. Features
Steps
Actions
Conditions
Basic SPD concepts 9
24. 10 steps to build
a workflow
Deploying a workflow
Site workflow
Using Visio to map a workflow
Importing a workflow from Visio
Workflow steps 1 10
25. 10 steps to build
a workflow
Deploying a workflow and demo
Workflow steps 1
26. 10 things to
know before you
start a workflow
Start a workflow
27. Requirements gathering process
Not a one shoot deal
1st meeting questions
Workflow Name
How it starts, ends, milestones
What is being approved? Excel doc? submitted
form?, PDF?
Number of approval steps
Number of approvers (people) in the process
Number of submitters
Is there status reports/views required?
Start a workflow 1
28. Roles
Should be someone engaged in the business
Not the Exchange administrator
Different perspectives
Start a workflow 2
31. Release process
Workflows should not be a haphazard undertaking
There’s no such thing as a simple workflow
Start a workflow 5
32. Got the right tool?
SharePoint Designer is not for business users,
power user experience.
The transition from SharePoint Designer to
Visual Studio is a large leap.
Start a workflow 6
34. Why do workflows fail?
It adds no value to peoples day job
People don’t change their ways
Someone doesn’t take ownership of the
process
There isn’t agreement in the process
People are using it for the wrong ways
There’s a BIG bang approach
Basic SPD concepts 8
41. A simple workflow …
START
START
$$ > 2K
False < 2K True 8K
>
Low Approval $$ < 8K
(Serial)
Low Medium High
Approval False Approval True
Approval
Declined Approved Medium Approval High Approval
Clean up Update List Declined Approved
Declined Approved Declined
Approved
Clean up Clean up Update List
Update List
… can become quite complicated
Limits 1
42. > Conditions limited to “True” or “False”
> Approval limited to “Approved” or “Declined”
> Duplication of business logic >> Maintenance nightmare
> Processes not representing the business problem Reporting no longer accurate
>>
> Manual creation of workflow user interfaces >> Expensive!!
START
Limited to “True” or “False”
Limited to “Approved” or “Declined” $$ > 2K
False True
Low Approval $$ < 8K
False True
Declined Approved Medium Approval High Approval
Clean up Update List Declined Approved
Declined Approved
What you don’t want
Duplication of business logic
Clean up Update List
Clean up Update List
Limits 2
43. SharePoint Designer Pitfalls
Once you have chosen the list, it’s difficult to change it
Workflows are front end activity
Work within sites
Bound to site collections
Can not copy and paste between steps
Nested conditionals
Space characters – e.g. space in URL
Limits 3 10
45. Assemble workflows that solve business problems
46. MANAGE AND MONITOR PROCESSES THROUGHOUT THEIR LIFECYCLES
ht t p: / / w w w . k 2 . c om
47. Summarize
10 Basic SPD concepts
10 steps to build a workflow
10 things to know before you start a
workflow
10 cool 2010 features
10 things Microsoft didn't explain in SPD
48. Giveaways
20% discount code on this book and others from this publisher
$200.00 discount code for
their training
50. Questions?
e-Peterward@wardpeter.com
b-www.wardpeter.com
p- 862 220 6080
Microsoft confidential internal use only Be part of the experience
Editor's Notes
The Hands on Labs are new and are turning out to be quite popularEach monthly meeting covers a Power User intro-level topic and either a Developer or Admin advanced topicThe schedule is available on our website.
The HR on-boarding process is often a less frequent and often informal process that is almost always some else's job.Often times getting new hire process is a last minute attempt a few days before someone new arrives and the process often needs more time to make this successful.Think about the experience of arriving at a new job and no one thought about what was needed for you to get started. How does this make you feel?Maybe the best on boarding experience was in the first grade. You had a pencil, paper and a desk.. First day of school of first grade happened once per year but it needed to prepared for… did the first grade teacher have a process to welcome the new students? Think about all the processes in a business that don’t always go as designed.
The HR on-boarding process is often a less frequent and often informal process that is almost always some else's job.Often times getting new hire process is a last minute attempt a few days before someone new arrives and the process often needs more time to make this successful.Think about the experience of arriving at a new job and no one thought about what was needed for you to get started. How does this make you feel?Maybe the best on boarding experience was in the first grade. You had a pencil, paper and a desk.. First day of school of first grade happened once per year but it needed to prepared for… did the first grade teacher have a process to welcome the new students? Think about all the processes in a business that don’t always go as designed.