SharePoint Saturday Indy - Streamlining Business Processes with InfoPath and SharePoint

Rob Wilson
Rob WilsonConsultant, Microsoft Certified Trainer at Keller Schroeder
Streamlining Business Processes with InfoPath and SharePoint Rob Wilson, MCT, MCTS,  Keller Schroeder
Topics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introducing InfoPath ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introducing InfoPath ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Solutions ,[object Object],[object Object],[object Object],1
Business Solutions ,[object Object],[object Object],[object Object],[object Object],2
Business Solutions ,[object Object],[object Object],[object Object],[object Object],3
Business Solutions ,[object Object],[object Object],[object Object],[object Object],4
Common Use Cases ,[object Object],1 2 3 4 New Client, Prospect or Patient Expense Reimbursement IT Support Ticket
When to Use InfoPath ,[object Object],1 2 3 4 To feed data collected from a form to another system (email, SharePoint lists, BizTalk, database) To provide offline form capabilities To assist in prototyping or design
About Workflows ,[object Object],[object Object],[object Object]
Stages of a Workflow ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introducing SPD and Workflows ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introducing SPD and Workflows ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introducing SPD and Workflows ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Submitted Reviewed Rejected Approved Revised
The Streamlined Solution ,[object Object],[object Object],[object Object]
Advanced Use Cases ,[object Object],[object Object],[object Object],1
Advanced Use Cases ,[object Object],[object Object],[object Object],2
Advanced Use Cases ,[object Object],[object Object],[object Object],[object Object],3
Advanced Use Cases ,[object Object],[object Object],[object Object],[object Object],4
Tips for a Better User Experience ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SharePoint 2010 Improvements ,[object Object],1 2 3 4 SharePoint List Form Customization with InfoPath Re-usable Workflows via Content Type or Site-level Import Workflows from Visio/ Save Workflows as .WSP Template
SharePoint 2010 Improvements ,[object Object],[object Object],[object Object],[object Object],[object Object]
SharePoint 2010 Improvements ,[object Object],[object Object],[object Object],[object Object],[object Object]
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SharePoint Saturday Indy - Streamlining Business Processes with InfoPath and SharePoint

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Editor's Notes

  1. Even if less efficient up front, more efficient on back end (“Did I turn that in on my expense report?”) Can feed any system that has XML endpoints
  2. No electricity required – just kidding It can save trees, however and reduce waste
  3. As you know, there are out of the box workflows: WSS: Three-State MOSS: Approval Parallel Approval Disposition Approval Collect Feedback Translation workflows