Making the case for Business Process automation
Workflow options in SharePoint 2010
SharePoint Designer Workflows
Nintex – Workflow for Everyone
Integration and contrast with Microsoft CRM
An overview of SharePoint 2013
Creating workflows with SharePoint Designer 2013 & Visio 2013
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
Automating Business Processes with SharePoint
1. 21st February 2013
Automating Business Processes
Aonghus Fraser SharePoint Lead Consultant (C5 Alliance)
Jessica Meats Partner Technology Advisor (Microsoft)
www.c5alliance.com
2. Agenda
Business Process Automation
SharePoint 2010
SharePoint Designer Workflows
Nintex – Workflow for Everyone
Integration and contrast with Microsoft CRM
Examples & Case Studies
An overview of SharePoint 2013
SharePoint 2013 Workflows with SharePoint
Designer 2013 & Visio 2013
Questions
4. Our People, Locations & Teams
75+ highly skilled, qualified and experienced consultants
Operational locations Jersey & Guernsey
7 x distinct teams:
Business Process
Business Solutions
Business Intelligence
Technical Solutions
Project Delivery
Managed Services
Training
15. SharePoint Designer 2010 Summary
Easy to use
Free
Basic linear workflows
No loops or state machines (2010)
Extensible
Impersonation (Permissions)
24. Microsoft Dynamics CRM Workflows
Windows Workflow Foundation
User Interface: Easy to create LINEAR
workflows
Similar in flexibility to SharePoint Designer
Limited reporting
Limited integration
Typically Entity-centric (e.g.
Customer, Lead, Scope)
25.
26. Workflow Integration with CRM
SharePoint Designer Custom Action
Nintex Workflow (Enterprise)
Custom Code (Visual Studio Workflow)
28. Holiday Request
SharePoint Designer Workflow
Simple Approval
Update of “Days Taken” when approved
Notification to employee, manager & HR
29. Bank Complaints Database
Nintex Workflow 2010
Management of complaints
Task Escalation
Reporting (SLAs)
30. Bank KYC Process
Nintex Workflow 2010
Multiple teams (CI, London, Mauritius)
Document Sets for collating data
State machine logic
Reporting
Reduce costs: paperwork, resourcesConsistency: repeatable process, expected results – confidence Efficiency: reduce the time it takes vs paper-basedCustomer Service: efficiency + notificationReporting & MI: Process Optimisation: After metrics, possible to fine-tune
Linear
SharePoint is the place to share ideas, content and the vision of your company. It’s scalable enough to organize and manage all your information assets but it’s also designed to organize and store documents to enable personal productivity, keep teams’ in sync, and projects on track. It’s where you go to discover experts, share knowledge and uncover connections to information and people. It’s a hub for developers to build and deploy modern apps and for designers to build eye-catching websites. And because its built in the cloud IT Pros can manage cost, and meet the demands of compliance to manage risk. Finally, SharePoint 2013 has been built to handle almost anything our customers can throw at it so IT Pros can spend more time managing information, delivering innovation and manage their time effectively.
Search: Cross platform: build a site the responds to the size of browser, or the device (e.g. this is an iPad, don’t show Silverlight web part)Site building: page translation, different design tools, dynamic page creation
It’s worth spending some time taking you through how we think about modern app development at Microsoft. We have a series of products and platforms like SharePoint and Office that provide a lot of great out-of-the box functionality to help us be productive. To get even more from these products we want to be able to bring information in from other places. Services and data sources like Dynamics, Bing or something that lives out on the web or in the cloud. With the latest version of SharePoint we’re making it easier to bring together rich web services and data to create powerful new apps. Apps run outside of the SharePoint process, are hosted externally and can be exposed through REST API’s. Today there are more than 700,000 SharePoint application developers and with this release we’re providing them with a place to surface their apps through an online marketplace of rich partner solutions and applications designed to work with SharePoint and Office.
With the latest version of SharePoint and Project you can organize everything from personal tasks, lightweight group or team projects, or organization wide change projects.