sharepoint workflow strategy-isi

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Presentation from Dan Hooper of Integrated Services, Inc. for 2011 SharePoint TechFest. Presented on 5-19.

TRANSCRIPT

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

SharePoint StrategiesStrategies for Workflow in SharePoint 2010

Intersecting People, Processes & Information®

Welcome

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

Today’s Agenda

Foundation for Success

SharePoint Workflow Offerings

Limitations & Best Uses

3rd Party Offerings

Game Plan

Resources, Q&A

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

Foundations for Success

Content Types

Metadata Model

Governance

Delegation Model

Forms Strategy

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

Foundations for Success – Content Types

Centralized Repository

Templates (Document Types)

Site Columns (metadata standardization)

Content Policies (Auditing, Expiration, Retention)

Custom Content Types Forms

Event Handlers

Document Information Panels (DIP)

Workflows

Content Type Hubs

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

Foundations for Success – Metadata Service

Centralized Repository

Managed Metadata Service(s)

Managed Metadata Service(s) Owners

Content Type Syndication

Managed Metadata Column Type

Enterprise Keywords

Taxonomy & Hierarchy Management Tool

Integration with Social Tagging

Enterprise Consistency & Efficiency

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

Policies Classification

Foundations for Success – Shared Services

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

Foundations for Success

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

Foundations for Success – Forms Strategy

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

SharePoint Workflow Offerings

Out of Box

Visual Studio Windows Workflow Foundation

SharePoint Designer With Visio 2010

3rd Party Tools

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

SharePoint Workflow Offerings

SharePoint Foundation 3 State Workflow Only

SharePoint Server Disposition Approval 3 State Workflow Collect Signatures Collect Feedback Approval

SharePoint Designer Modifications Add Visio 2010

Not Production Strategy

Out of the Box

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

SharePoint Workflow Offerings

Art of the Possible

IT/Development Cycle Oriented

Extended Time to Market

Not Delegation Oriented

Visual Studio

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

SharePoint Workflow Offerings

Free $

Code free, Visio assist

Debugging by trial

Sequential Workflows Only

No rollups, reporting

All or Nothing Deployment

Sys Admin Anxiety

SharePoint Designer

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

Why 3rd Party

Visual Studio

MOSS Out of the Box

SharePoint Designer

Limited Use Cases

Limited Features Danger

Developer Managed

Time & Complexity

Delegation Rapid Deployment Templates Self - Service

3rd Party Apps

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

SharePoint Workflow Offerings

Cost $20k – $250k+

Feature Rich

Views, Rollups, Analysis

LOB Integration

Scheduling, Conditions

Delegation Orientation

K2, Global360, Nintex

3rd Party Offerings

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

SharePoint Workflow Offerings

Cost $20k +

Installs under SharePoint

Never Leave SharePoint

Feature Rich, 100+ Actions

Team Delegation & Maintenance

Appropriate Access

Pre-built Templates

LOB Integration

Lazy Approval

3rd Party Offerings - Nintex

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

SharePoint Workflow Strategy

Strategy, Architecture & Deployment.

Workflow & Forms Deployment.

SharePoint for LOB Automation & Integration.

2 Hour Road Map Session (off the clock).

How to Leverage ISI

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

Q & A

Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011

For more information:

dhooper@isi85.com

Dan HooperPrincipal, Vice President Sales & Marketing

Integrated Services, Inc.214.526.7680 x101www.isi85.com

Contact Us

david.easley@isi85.com

David EasleyPrincipal Consultant, SharePoint Practice Manager

Integrated Services, Inc.214.526.7680www.isi85.com

Next Steps & Resources…

1. DFW SharePoint User Community

www.dfwsharepoint.com.

2. ISI 2 Hour Solution Road-Map Session. Off the “clock.”

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