"SharePoint as a Business Platform Why, What and How? – No Code" Im Vortrag von Jean-François Saint-Pierre von Evolusys erfahren Sie mehr über das nahtlose Zusammenspiel von SharePoint und dox42. 24.09.2014, Swiss SharePoint Club Genf

1. SharePoint as a Business Platform
Why, What and How ? –No Code
Jean-François Saint-Pierre –EvolusysSA

2. Evolusys SA
DataMining
Business Workflows & Forms
Mobility
SAP / Microsoft Interop
Social & Geo Intelligence
Business Intelligence

3. SharePoint as a Business Platform
The Rationale –Why ?
–It’s not your father’s SharePoint
–Component of a Business Platform
–SharePoint & Friends
Application Types –What ?
–Candidate Apps
–Traditional vsSharePoint
–Task Orientation
Approach –How ?
–Capabilities then Processes
–Real SharePoint Consultants
Demo
SharePoint
LiveTiles
dox42
Nintex
Excel REST

4. THE WHY ?
SharePoint as a Business Platform

5. Knowledge Workers
It is an era of Knowledge and Services
Ten IT-enabled business trends
for the decade ahead –McKinsey (May 2013)
#5 : Automating Knowledge Work
Physical labor and transactional tasks have been widely automated over the last three decades. Now advances in data analytics, low-cost computer power, machine learning, and interfaces that “understand” humans are moving the automation frontier rapidly toward the world’s more than 200 million knowledge workers.
Source : http://www.mckinsey.com/

6. Not your father’s…
•Ubiquitous
•Secure
•Enterprise Level Tools
•Workflow Engine (x2)
•Forms (hum… well..)
•Office Web Apps
•Search
•Mobility
•Business Intelligence
Source : http://abalon.fr/blog/

7. Once installed, well… nothing…
Still needs …
•Configuration
•Design / Branding
•Support
•Training
•Monitoring
… and Governance
•Change / Evolution
•Policies
•Help / Feedback loops
Or suffer…
The Glorified File Share (collaboration)
The Random File Generator (search)
The Ugly Outdated Intranet (contents)
The Big Bucks Cafeteria Menu (purpose)
The Swiss Cheese File Manager (security)
The Electronic Quasimodo (design)

8. But more specifically…
•Send and Receive Mails
•Mails can trigger transactions
•Mails should be tagged and shared
•Information Assets
•Consumed and created
•As part of processes
•And tagged and shared
•Integrate with other systems
•No code, read-write
•Engaging UX
•Minimiserequired training
•Max Productivity
•Least Resistance Principle
•Perform Calculations
•Simple / Complex
•Rules based
•Provide reports
•Performance stats
•Monitoring
Gartner Survey (2008) -BPM
‘How often do your process change ?’
•67% of processes change every 6 months
•18% every month

9. How does SharePoint Rank…

10. The Case for No Code
Code
•Need Developers
•Tunnel Effect
•Complex Software Lifecycle
•Opaque
•Efforts / Costs
MAINTENANCE !!!
No Code
•Need Analysts
•Iterative Prototype
•Simplified Software Lifecycle
•Declarative
•Need additional tools (ROI)
MAINTENANCE !!!

11. With a little help…

12. SharePoint (with a little help)…
Capability
Comments
Solution
ConnectSAP & SharePoint
4 waysto integrate –no code
Theobald Software
Drawyour Processes
SharePoint Executes
NintexWorkflow
BuildIntelligent Forms
Also targetMobile
NintexForms
Integrateyour mails
From Outlook,Office…
OnePlaceSolutions
Create acompelling UX
And v2 is Responsive
LiveTiles
Generate personalized documents
Using FamiliarOffice Tools
dox42
BridgeOn-Prem& SaaSSolutions
Allmajor SaaSincluding SalesForce
NintexLive
Evolusys’ modern App -Ingredients

13. What is LiveTiles?
LiveTilesis User Experience
•Modern user experience demands faster, more intuitive, convenient and personalized interactions.
•Delivers user-centric information within 1-2 touches or clicks, including tasks and schedules, meetings and popular documents
LiveTilesis Design
•Supports modern UI design, mobile site creation and out-of-the-box integration with external platforms.
•Wizard-based interface is simple for non-technical users to navigate, and tiles, apps or additional functionality can be added or removed at the touch or click of a button
LiveTilesis Mobile
•Mobile site views can be quickly created using a simple ‘drag and drop’ method. Tiles and apps can be dragged to an interface and saved as a mobile device channel
•Phase 2 roll out in 2014 is an in-built Device Bar; build interfaces using device specifications from all the major brands on the market
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14. What is dox42 ?
Create
•Templates in Word, right from SharePoint
•Dox42 Ribbon
Merge
•Automate Document Generation using Nintex
•Drive Server from any Workflow
Output
•Outputs results directly into SharePoint
•In one or more of many output formats

15. THE WHAT?
SharePoint as a Business Platform

16. Candidate Apps
Poor Candidate Apps
•High Volume / Short Time
•Highly Relational Structures
•Industrial
•Mostly outside SP
•Few Manual Steps
Good Candidate Apps
•Human Centric (slow)
•Unstructured KM Based
•Admin / Business
•Various Systems but SP Centric
•Manual Steps (Copy / Paste)

17. New Development Paradigm
From the ‘Window that does it all’
To ‘Task Orientation’ and User Profiling

18. That Leverages SharePoint
Bring Information Closer To the Owners
•Capitalizing on familiar tools : Excel, Word
•Whether as inputs our outputs
Versioning, Search, Lists, Approvals
•Change audit trails
•Search based perspectives
From the horses mouth…
•Calculation models born in Excel / Remain in Excel
•Documents born in Word / Remain in Word

19. Example –Replacing a .NetApp
•LiveTiles/ NintexForms
•Task Oriented
Complete EOI Form
•Excel REST
•Always up to date
•Excel from doclib
Obtain Vaccine Cost Calculations
•dox42
•Merge with various Sources
•Word from doclib
Create Contract Document
•NintexWorkflow
•Review and Approval WF
Route to Country Owners
Collecting Metrics –throughout the process
Security & Access

20. Example –Replacing a .NetApp
Before
Calculations
•Created in Excel
•But reprogrammed twice
Outputs (Contracts)
•Created and maintained in Word
•But recreated in Reporting Services
•Huge performance problems
Business Rules / Workflow
•All over the place (Interface, App, BD)
•Hard to maintain / Coded
•Execution per code
After
Calculations
•Created and maintained in Excel
•Remain in Excel (Excel REST)
Outputs (Contracts)
•Created and maintained in Word
•Remain in Word (dox42)
•Incredible performance
Business Rules / Workflow
•NintexForms / Workflow
•Visible, Maintainable / Versioned
•Execution engine (data points at every step)

21. THE HOW ?
SharePoint as a Business Platform

22. Approach towards a great app
•Get the Big Picture (Why)
•Then the What
•Then the How
•It willchange, design with evolution in mind
•Adoption & Least Resistance : UX
•Respects each other’s backgrounds (Business vsIT)

23. Approach
Method
•Define the solution as a Service
•Define the Service(s) as a Suite of Capabilities
•Deliver the Capability through Processes
•Prototype, prototype, prototype…
•Iterate, Iterate, Iterate…
Deliverables
•Service Definitions
•Capability Definitions
•Use Cases
•Process Definitions
•Prototype
•Solution

24. Anatomy of a ServiceDelivering Value to a Population
Rationale
–Strategic, Tactical Motives
–Service Definition (Vision)
–Balanced Scorecard (Benefits, Clients, Process, People)
People
–Stakeholders (Service Owners / Governance / RASCI)
–Clients / Target population(s)
–Supporting population(s) (Business)
Processes (Service Specific)
–Automation whenever possible / User Experience / Design
–Training / Change requirements (path of least resistance)
–Constraints (Environment, Policies, Legal, Security)
Tools
–Implementation
–Services Levels Objectives / Monitoring / Availability
–Change Requests / Issues Registers (Parking Lot)
- 24 -
Delivering a SharePoint Platform
Modeling your SharePoint as a services platform
•Embodying principles (Principles –Self-Service, Great UX, Security, Coherence)
•Based on a Common Core (Foundation Services)
•Managed by Business committees (Governance)
•Bringing the Best Experience to different populations (User Experience)
•With Adapted automation and Support (Change Management)

25. Capabilities, then Processes
1. Business Capabilitiesare stable
2. WhileProcessesChange
3. Start with Why and What (Business) and then How (Implementation)

26. Disaggregation of the value chainCorporate CreditBuildingCreditConsumer CreditPaymentEntry inLandRegisterPaymentCollateralsRegistrationCheckContractGetSignatureFinal Vote& DecisionCollateralsEvaluationProductConfig- urationFirstVoteRatingDataEntryCollateralsAcquisitionProductSelectionCheckContractGetSignatureFinal Vote& DecisionCollateralsEvaluationProductConfig- urationFirstVoteScoringDataEntryCollateralsAcquisitionProductSelectionPaymentCheckContractGetSignatureDecisionVoteScoringProductSelectionDataEntryProductConfigurationProductSelectionCollateralsRegistrationCollateralsEvaluationScoringRatingProductConfigurationProductSelectionEntry inLand RegisterCollateralsEvaluationScoringCollateralsAcquisitionGetSignatureVotePaymentDataEntryCheckContractDecision
Identifying Capabilities

27. Anatomy of a Capability
Start
People
Procedures
Technology

28. Encapsulating a Capability
Business owns the WHAT and the WHY
SharePoint Consultant owns the HOW

29. SharePoint is a strange Beast
Just because it’s possible…
… does not mean it’s a good idea !
Advice :
Know your SharePoint (Analyst)

30. Your SharePoint Analysts
Should care about :
•Why and What we are building
•User Experience
•Reuse
•Maintenance
•Metrics
Advice : Simple is Hard

31. SharePoint Analysts
Humm… Question…
Consider SharePoint as a Framework
•1stoption is to develop
•Know the API, but not the Configuration
Do not see the forest for the trees
•Fail to see the big picture
•Focus on the How, not the What / Why
Have a hard time speaking clearly
•Sounds like Klingon
•Do not care about UX
Prefer the following…
See SharePoint as a Platform
•Know the Features (all of them)
•Understand why there are many possibilities for a given goal
Put themselves in the users shoes
•Focus on the outcome
•Will challenge to understand the what
Should be easy to understand
•Talk Business
•Make suggestions for Improvement
•Understand User Experience

32. One Last Quote…

33. DEMO
SharePoint as a Business Platform

34. LiveTilesnot only design… but a huge component !

35. Excel REST Services
Model
http://evolab.cloudapp.net/sites/evoludays/sd/_vti_bin/ExcelRest.aspx/xl/SSC2014.xlsx/Model/
Graba Cell
•http://evolab.cloudapp.net/sites/evoludays/sd/_vti_bin/ExcelRest.aspx/xl/SSC2014.xlsx/Model/Ranges('TotalProgramCost')?$format=atom
Use as calculator
•http://evolab.cloudapp.net/sites/evoludays/sd/_vti_bin/ExcelRest.aspx/xl/SSC2014.xlsx/Model/Ranges('TotalProgramCost')?$format=image&Ranges('EstimatedProgramCost')=65000&Ranges('CountrySupportPercent')=0.8
And now…
•http://evolab.cloudapp.net/sites/evoludays/sd/_vti_bin/ExcelRest.aspx/xl/SSC2014.xlsx/Model/Charts('Program_Performance')?$format=image&Ranges('EstimatedProgramCost')=65000&Ranges('CountrySupportPercent') =0.5

36. Jean-François Saint-Pierre
ManagingPartner –Business Development
jfsp@evolusys.ch