SharePoint 2013 introduced a new approach to workflows that promises to create opportunities to develop new solutions which integrate SharePoint into broader workloads. However, whether you’re building workflows on SharePoint 2013 or on SharePoint 2007, it’s important to understand the architecture as well as the benefits… and implications of workflow processes. In this session, we’ll discuss the SharePoint workflow architecture, execution model, and process monitoring. We’ll look at real world workflows and discuss potential pitfalls. We’ll also survey the boundary cases for SharePoint workflows and look at an ISV solution that extends beyond where SharePoint leaves off in building enterprise scale business processes. Key Takeaways SharePoint 2013 workflow architecture Best practices in SharePoint workflow development Real world insights on what works and what doesn’t Identify new workflow application scenarios

1. presented by
Andy Hopkins
andyh@chrysalisbts.com
(425) 761-4143
@AndrewSHopkins
REAL WORLD| SHAREPOINT
implementing advanced business solutions

2. presented by
Andy Hopkins
andyh@chrysalisbts.com
(425) 761-4143
@AndrewSHopkins
REAL WORLD| SHAREPOINT
SharePointworkflow–architectforsuccess

3. • Real World SharePoint
• Andrew (Andy) Hopkins - Chrysalis BTS
• Vadim Tabakman - Nintex
• What will we discuss today?
Welcome

4. AUTOMATED INVOICE PROCESSING
USING SHAREPOINT WORKFLOW
BACKGROUND

5. …
…
Leaf Sites
• Web Parts
• Document Libraries
• Lists
• Workflows
SharePoint Farm
ServicesPortal
Site Collection
Portal & Site Structure
Customer Portals
Vendor Portals
Top Level Portal
• Site Services
• Search Service
• Managed Metadata
Service
• User Profile Service
• InfoPath Form Service
• Business Connectivity
Service
Invoicing Solution Architecture
SharePoint 2007

6. Application Architecture / Design Audit
Workflow environmental impact assessment

7. Original Application Architecture
A case study in what not to do – critical to success is an understanding of SharePoint workflow limitations
Sites
Contracts
Invoices
Changed Contract
on update
Changed Contract 2
on update
Create Invoice
on update
Changed Invoice
on update
Invoice Notification 2
on update
Invoice Permissions
on update
New Invoice
on create
Vendor Permissions
on update
New Contract
on create
Vendor Permissions
on update
Changed Site
on update
Changed Site 2
on update
Send Site to NOC
on update
New Site
on create
Sync Site to NOC
on update

8. Original Application Architecture
A case study in what not to do – critical to success is an understanding of SharePoint workflow limitations
Contracts
Changed Contract
on update
Changed Contract 2
on update
Create Invoice
on update
Vendor Permissions
on update
New Contract
on create
New Contract
on create
Changed Contract
on update
Changed Contract 2
on update
Create Invoice
on update
Vendor Permissions
on update
1.85 Million workflows in 3 days!!

9. Refactored Application Architecture
Consideration for SharePoint workflow strengths and limitations
Sites
Contracts
Invoices
Changed Contract
on update
Changed Contract 2
Create Invoice
Changed Invoice
on update
Invoice Notification 2
Invoice Permissions
New Invoice
on create
Vendor Permissions
New Contract
on create
Vendor Permissions
Changed Site
on update
Changed Site 2
Send Site to NOC
New Site
on create
Sync Site to NOC

10. SharePoint workflow has matured considerably
However, there remain shortcomings
10
VisualStudio
SharePointDesigner
Azure
Service Bus
Access
Control
(OAuth2)
EventsContent
Solutions Apps
SharePoint 2013
SP 2010
Workflow
Host
_API (REST OM)
Workflow Services Manager
Instances
2010 InteropDeployment
Messaging
Azure Workflow
Service Application Proxy WorkflowClient
REST Calls
Events
Azure
Workflow

11. • Cross system workflow
• Marketing content distribution
• New employee onboarding automation
• Loan processing
• Error handling, Reusability, Maintainability
• Critical business processes
11
Workflow Application Scenarios

12. Resources and Contact
Real World SharePoint
Please Give Us Your Feedback
• Matt will send you an email with a link to the presentation and the eval or visit…
www.chrysalisbts.com/index.php/events/rws/search/eval/
Successful SharePoint is About Community
• Share your Real World SharePoint stories #RWSharePoint
• Ask the global SharePoint community for their insight #SPHelp
• Attend or speak at SharePoint Summit(We’d love to meet you at #SPSSV)
• Join your local SPUG
– We’ll be speaking at the Portland SharePoint User Group July 17
Real World SharePoint: Search Presentation
• www.slideshare.net/andyhopkins
Andrew (Andy) Hopkins
• andyh@chrysalisbts.com
• @AndrewSHopkins
Vadim Tabakman
• Vadim.tabakman@nintex.com
• @vadim_tabakman

13. 13
&

14. 14
presented by
Dave Healey
dhealey@chrysalisbts.com
(206) 734-9414