The document summarizes a presentation about workflows in SharePoint 2010. It discusses the past, present and future of SharePoint workflows. It also covers workflow best practices, governance tips, and third-party workflow systems that can be used with SharePoint like Bamboo, Nintex, Global 360, AgilePoint, and K2. The presentation includes a demonstration of a SharePoint workflow and questions are taken at the end.

1. SharePoint 2010 Workflow Learn the Secrets to Greater Productivity January 8, 2011

2. Agenda The Past, the Present and the Future of SharePoint Workflows SharePoint Workflow Demonstration Workflow Best Practices in SharePoint Workflow Governance Tips for SharePoint 3 rd Party Workflow Systems in SharePoint

3. Speakers Coskun - Pronounced [jos-kun] ECM Practice Senior Manager at West Monroe Partners www.westmonroepartners.com [email_address] @coskunc www.sharepointcoskun.com

4. What is Workflow?

5. What is Workflow? “ A workflow is a series of steps taken to accomplish a goal .”

6. The Past, The Present and The Future of SharePoint Workflows

7. SharePoint Workflow Solution Spectrum Browser SharePoint Designer Visual Studio OOTB Workflows OOTB Customization Custom Declarative Custom Activities Custom Non-Declarative Ready to use Common approval scenarios Association and initiation settings Modify logic in SharePoint Designer Design forms in InfoPath Start from scratch or from existing New Actions Task process framework More types of workflows Encapsulate custom code in new action Deploy in full or partial trust (as user code) Import Solution into Visual Studio Advanced Modeling Hook up workflow to events

8. MOSS 2007 – Workflow Designer Tools SharePoint Designer 2007 Visual Studio 2008 Rules-based workflow Code-based

9. SharePoint 2010 - Workflow Tools Continuum Business Analyst Design skeleton workflow processes View workflow visualizations IW / Power User Declarative workflows Professional Developer Code based Custom activities and events .vwi .vwi .wsp

10. Creating Workflows in Visio 2010 Visio has SharePoint Workflow template Allows you to create workflow design in Visio Workflow can be exported to SharePoint Designer

11. New Workflows Types in SP2010 List Workflow Associated with a list Much like MOSS 2007 Workflows Can be created in SPD 2010 Can be imported/exported from Visio Reusable Workflow Can be assigned to content type Can be exported to .wsp for use in other sites Can be imported/exported from Visio Can be created in SPD 2010 & VS2010 Site Workflow Not bound by a list Manually started or via OM Can be created in SPD 2010 & VS2010

12. SharePoint Designer 2010 New “Full Screen” declarative workflow designer

13. Visio Visualization Visualize a single workflow instance Not for aggregation, reporting or auditing Only for SharePoint Designer

14. Demo

15. Workflow Best Practices in SharePoint 2010

16. SharePoint 2010 Workflow Best Practices Create the workflow in Visio first This will help you refer back to your requirements Determine if you can accomplish the workflow in SharePoint Designer Make sure OOTB actions are able give you what you need Use reusable workflows and create workflows for content types This will allow you to maximize your investment so you don’t have to rebuild when another department needs to use a workflow Follow a naming schema when creating workflows This allows others to better understand your process Do not share a task list for workflows The default tasks lists are used by other. Create your own task list and have full ownership over it. Log often to the history log Add logging steps to your workflow. This will not only allow you to debug your workflow problems but will also allow you to see where you’re at in the process.

17. Workflow Governance Tips in SharePoint 2010

18. “… creating workflows in SharePoint is fast and easy but how do you manage them?”

19. Common SharePoint Workflow Concerns I’ve created all of these workflows. Now what? Can I see all of my workflows in one place? Can I see all of my tasks in one central location? What if the business decides to change the business rules? How do I upgrade the workflows? How do I create an aggregated report of all workflows? How do I train people on creating workflows? Who should be able to create workflows?

20. SharePoint Workflow Governance Define what you’re offering to your users OOTB SharePoint gives you Workflows not BPM Don’t try to create an HR onboarding process using SharePoint Designer Train users before you empower them SPD is a very powerful tool and it can be dangerous if not used correctly

21. SharePoint Workflow Governance How can I enhance our SharePoint Workflow, offering to allow my users to get more out of it?

22. How to Enhance SharePoint Workflows Custom Visual Studio SharePoint Workflows Most solutions can be built using the WWF and SharePoint functionality utilizing Visual Studio Visual Studio 2010 has several enhancements that allows developers to create very sophisticated solutions 3 rd Party Tools These tools focus on enabling non-developer users to create very sophisticated workflows

23. 3 rd Party Workflow Solutions for SharePoint

24. SharePoint Workflow Tools SharePoint Workflow Engines Bamboo Workflow Conductor Nintex SharePoint Workflow and BPM Engines Global 360 AgilePoint K2 www.sharepointreviews.com

25. Custom WF using Visual Studio Global 360 Process Module AgilePoint for SharePoint K2 BlackPoint Bamboo Workflow Conductor Nintex Process Designer Browser Based Process Designer Visio Integration with designer SharePoint Integration InfoPath Based Workflow Creation Scanning Solution Knowledge Lake Centralized Workflow Management Can be developed My Tasks/My Workflows Can be developed Reporting Per workflow in excel Process Version Control Process Visualization Only with SPD Cost No Cost $$$ $$ $$ $ $$

26. Bamboo Workflow Conductor Integrated tightly with SharePoint Browser-Based Process Designer Centrally see My Tasks and My Workflows

27. Bamboo – Workflow Conductor – Process Designer

28. Bamboo – Workflow Conductor – My Tasks

29. Bamboo – Workflow Conductor - Widgets

30. Bamboo – Workflow Conductor - Reports

31. Nintex Tightly integrated with SharePoint Does not have a need for it’s own server No-code, drag and drop workflow development No centralized workflow Management Browser driven Designer Process visualization

32. Nintex

33. Nintex – Line Of Business Integration

34. Nintex – Lazy Approval

35. Global 360 Has its own workflow engine Integrated with SharePoint Uses SharePoint as a presentation layer Really good reporting Central management of process models Tightly integrated with KnowledgeLake

36. Global 360

37. Global 360

38. Global 360

39. AgilePoint Has its own workflow engine Integrated with SharePoint Centralized workflow management Utilizes Visio as their process designer Process visualization

40. AgilePoint – Process Designer

41. AgilePoint – My Tasks

42. AgilePoint – Process Migrator

43. K2 BlackPoint Has its own workflow engine Integrated tightly with SharePoint Process Central Silverlight Process Designer Process visualization

44. K2 – Silverlight Designer

45. K2- Silverlight Designer

46. K2 – My Tasks

47. Custom WF using Visual Studio Global 360 Process Module AgilePoint for SharePoint K2 BlackPoint Bamboo Workflow Conductor Nintex Process Designer Browser Based Process Designer Visio Integration with designer SharePoint Integration InfoPath Based Workflow Creation Scanning Solution Knowledge Lake Centralized Workflow Management Can be developed My Tasks/My Workflows Can be developed Reporting Per workflow in excel Process Version Control Process Visualization Only with SPD Cost No Cost $$$ $$ $$ $ $$

48. Summary The Past, the Present and the Future of SharePoint Workflows SharePoint Workflow Demo Workflow Best Practices in SharePoint Workflow Governance Tips for SharePoint 3 rd Party Workflow Systems in SharePoint

49. Where can you find WMP? SharePoint Saturday Toronto November 13 Enterprise Search using SharePoint and FAST Bert Johnson, Microsoft Certified Master SharePoint 2010 SharePoint Saturday Kansas City December 11 Records Management with SharePoint Coskun Cavusoglu, Senior Architect and Author West Monroe Webinar December TBD User Experience SharePoint Summit 2011 Toronto Jan 31 – Feb 2

50. Q &A

51. Download SPS2010 Now! SharePoint 2010 DEMO Hyper-V Available Now http://bit.ly/9cFzvC

52. Contact Info Thank You Coskun Cavusoglu | @coskunc www.sharepointcoskun.com [email_address]