improving your business processes through sharepoint forms...

Improving Your Business Processes Through SharePoint

Forms and WorkflowForms and Workflow

Ian Palangio, Microsoft

Milan Gross, Synergy

XML Data is Good for Systems

Integrate with the Hardest System

CRM?ERP?

Procurement?Payroll?

Forms: The De-facto Human

Integration to XML Data

Office System = Form Solution that ALL

People can Easily/Quickly Use

InfoPath Revealed!

Smart Client and Browser SQL, ERP, CRM, TLA…

MS Expense InfoPath Form

Demo

Form Server

A Regular SharePoint Application

Forms for the Masses

Internet ExplorerInternet Explorer

Designed once!

Same experience in

FirefoxFirefox

Fill Forms in Any Browser and Operating System

Internet Explorer,

Firefox,

Safari,

Netscape

and the

InfoPath rich client

Embed Forms in Web Applications like SharePoint

“Use workflow forms to

add and configure a workflow.“

Form to interact

with workflow

“Use workflow forms

to complete tasks or interact with a

workflow.”

Form to configure workflow settings

Student Enrolment Form

Demo

InfoPath Designer

A Design Tool for Everyone

Design Forms in Familiar “Word Like” Tool

InfoPath has a Form Design Environment to Suit All

Most Form

Development

C#

VB .NET

RulesDevelopment Does Not Need

Code

XSD, Web Service, Database

Rules

Formulas

Data Validation

Data Connections

Conditional Formatting

Form Design Environment for Hard Core Developers

Over 1 Million Developers

InfoPath Embeds in Visual Studio

View allat once!

InfoPath views

Managed code

Solution files and

resources

InfoPath

data source

InfoPath Designer

InfoPath

design tasks

Managed code

Process and Data

ManagementManagement

The Workflow Process is the

Exciting Part!

Process Definition –Many Options

Most Process

Development

LOB

Integration

Custom Tracking Apps

Service Requests

Asset Tracking

Industryspecific processesPurchase orders

Product lifecycle mgmt

Visual Studio and

Workflow SDKfor Developer

SharePoint

Stru

ctured with

Roles

Development Does Not Need

Code

Routing and ApprovalReview – ApprovalSignature collectionCollect Feedback

Office Server Features

List Moderation

Publishing ProcessDocument Expiration

Tracking ApplicationsIssue tracking

Custom Form Actions

Email Notification

Exception Handling

Document Processes

Spec Review

Weekly Status Report

Asset Tracking

Out-of-the-Box

Solutions(with customisation)

for End User

SharePoint

Designerfor IT Pro

Stru

ctured with

Roles

Ad Hoc

End User Experience – Forms Based Process

DP World Process Platform

Demo

Global Ports Connecting Global Markets

Damaged Container ReportsThe Problem

•The existing manual reporting system for damaged shipping containers was not only inefficient, it was also inconsistent across sites. This made it difficult to reconcile reports between terminals.

CONSISTENCY

DUPLICATION / MISSING DATA

•Users would fill out a paper based form, and then email details of the report plus supporting photographs to each other between terminals, and with head office. These reports would then be forwarded to more people again, wasting network and email resources, and not offering a complete “single source of truth”

DUPLICATION / MISSING DATA

•As it was not easy to reconcile reports, there was a potential risk that a client could make multiple claims for the one damage incident.

EXPOSURE

Damaged Container Reports The Solution

Microsoft Office SharePoint Server 2007, with Microsoft InfoPath 2007 and Form Services.

• This combination has allowed IT to provide a web based form that ensures all reports for

CONSOLIDATION

• This combination has allowed IT to provide a web based form that ensures all reports for all terminals are produced in a consistent manner. It also ensures there is only 1 instance of information regarding a report, and it is easily searchable.

•An added benefit of this solution is that head office management have ready access to

the reports for all terminals, and the risk of reports being misplaced has been removed.

MANAGEMENT BENEFITS

•The operational teams have been quick adopters of this solution, as they see the benefits

not only in providing more visibility to management, but also in reducing the amount of

time spent completing paperwork.

OPERATIONAL

Damaged Container Reports The Solution

• Nintex Workflow 2007 was chosen as the workflow development interface. It allows end users to manage their own workflows, making changes as required. It greatly reduces the workflow development time, as there is no need for IT be involved in simple

WORKFLOWS

development time, as there is no need for IT be involved in simple changes. This makes great sense, as it is the business units, and not IT, who best understand the workflows used by the business.

• Development of the next phase of this reporting process has already commenced. Included in the next release will be some enhanced reporting, and also integration with new Enterprise LOB applications.

NEXT STEPS

SP World Workflow Process Maps

• Travel Request Approval

• Software Request and Packaging

• Container Damage Tracking

The Solution

Demonstration of the End Result

Office System Gives People the Form

Processing Experience they Need

Thank YouThank You