This document discusses human workflow design using InfoPath, Visio, and SharePoint Designer. It introduces Cornelius van Dyk and Jason Himmelstein who will demonstrate how to visually design a workflow in Visio, implement it using InfoPath and SharePoint Designer, and include features like quorum approval and escalation. They will build an expense report workflow that requires approval by 2 of 3 executives if over $1000 and escalates the approval after 7 days. The presentation provides an overview of workflow concepts and the demonstration workflow.

1. Human Workflow with InfoPath, Visio & SharePoint
Designer
Cornelius J. van Dyk Jason Himmelstein
Crayveon Corporation Sentri, Inc
www.cjvandyk.com/blog www.sharepointlonghorn.com
c@crayveon.com jase@sharepointlonghorn.com
@cjvandyk @sharepointlhorn

2. WHO ARE WE?
Cornelius J. van Dyk Jason Himmelstein
Enterprise Architect SharePoint Practice Director
Smithsonian Award Sentri, Inc. | www.sentri.com
7x Microsoft MVP MCITP, MCTS, MCP
MCITP, MCTS, MCP jhimmelstein@sentri.com
c@crayveon.com @sharepointlhorn
@cjvandyk www.sharepointlonghorn.com
www.cjvandyk.com/blog spflogger.codeplex.com
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3. WORKFLOW – GOOD OR EVIL?
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4. CHARACTERISTICS OF A GOOD WORKFLOW
Cost effective
Save time
Reduce paper
Customization without modification
Visualization
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5. HUMAN WORKFLOW PRINCIPLES
Easy, non-technical design
Visio
Fast implementation
SharePoint Designer
Consumer customizable
SharePoint lists
Paper reduction using eForms
InfoPath
Visualization
Visio
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6. HUMAN WORKFLOW TECHNICAL CONCEPTS
Quorum approval
Escalation services
Consumer customization
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7. QUORUM
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8. QUORUM APPROVAL
A quorum approval is an approval by committee process
whereby a predetermined majority margin satisfies the quorum
and passes the approval test.
In workflow, a quorum approval would be any defined approval
process that is sent to more than a single approver e.g. an
approval may be sent to 3 executives in parallel and when 2 of
the 3 approve the request, the workflow continues regardless
of the outcome of the 3rd approval.
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9. ESCALATION
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10. ESCALATION SERVICES
Escalation is defined as the elevation of priority for a request
when action is not taken within a pre-defined period of time.
In the context of workflow, escalation would happen when an
approval workflow did not receive any action for a give period
of time.
The elevation of priority takes place when the request gets
routed to the current actionee’s manager.
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11. CONSUMER CUSTOMIZATION
When the consumer of the service is empowered to customize
the behavior of the service.
In the context of workflow, the user of the workflow should
have the ability to change the behavior of the workflow without
affecting or being required to modify the technical
underpinnings of the workflow itself.
KISS – SharePoint lists
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12. DESIGN – VISIO
Create in Visio
No technical or SharePoint skills required
Validate the workflow
Export to SharePoint
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13. IMPLEMENTATION
SharePoint source lists
InfoPath form
Import from Visio
Integrating it all
Export back to Visio
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14. WHAT ARE WE GOING TO BUILD?
InfoPath form for Expense Report
SharePoint lists for control parameters
Visio design of workflow
SharePoint Designer build of the workflow
Quorum approval (2/3) if over $1000
Escalation of approval after 7 days
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15. DEMO TIME!
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16. HANDY REFERENCE INFORMATION
www.cjvandyk.com/blog - Corné’s Blog
@cjvandyk
c@crayveon.com
www.sharepointlonghorn.com - Jason’s Blog
@sharepointlhorn
jhimmelstein@sentri.com
quix.codeplex.com - Corné’s Open Source Toolbox
spflogger.codeplex.com - Jason’s Awesome Log Process Tool
http://aurl.to/v - THE Definitive SharePoint Versions list
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17. YOUR FEEDBACK IS IMPORTANT TO US
Please fill out your session evaluation forms!!!
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18. THANK YOU
FOR ATTENDING!
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