corporate efficiency meeting improving your business processes using sharepoint and beyond
TRANSCRIPT
Welcome
Speakers:Steve Woodard, President, Ultimus
Chris Adams, VP Product & Technology, UltimusMike Oryszak, SharePoint Consultant Intellinet, SharePoint
Server MVP
Agenda
• Welcome & Ultimus Overview – Steve Woodard• SharePoint Overview and Guidance – Mike Oryszak• Business Process Management & Ultimus – Chris
Adams• Question and Answer Session – Open• Closing Remarks
About Ultimus
• Headquartered in the Triangle since 1994• Industry leading Business Process Management
(BPM) Solution provider• Microsoft Gold Certified Partner• 1900 Worldwide customers including:
So What Does Ultimus Do?
Ultimus provides clients with a software solution to solve business problems through:• Reducing Human Error• Eliminating Waste• Decreasing Paperwork• Creating Corporate Collaboration and Visibility• Facilitating Continuous Process Improvement• Enabling Companies to Dedicate More
Time to Their Business & Customers
SharePoint Server MVP
Architect / Developer / Administrator
Working with SharePoint since 2002
Developing on MS Technology Stack since 1996
About Me
SharePoint is a Central Platform with support for…CollaborationPortalsLocal and Enterprise SearchContent ManagementForms ProcessingBusiness Intelligence
Overview of SharePoint Capabilities
Intranet and PortalsInternal CommunicationsTeam CollaborationProject CollaborationUnifying platform for other Enterprise systems
Light ECMDocument ManagementRecords Management
Enterprise SearchPortals, Email, Webs, etc
How is SharePoint being used?
Custom Applications, Forms, and WorkflowLine of Business Applications and ProcessesElectronic forms
ExtranetExtends collaboration and features to trusted partners
InternetPublic Facing
How is SharePoint being used?
Focus on key business problems
Work with business to establish a governance model
Take an incremental approach
Provide adequate trainingAdministratorsDevelopersContent OwnersInformation Workers
Keys to SharePoint Success
Wide feature set, but not best of breed in all areas
Rely on vendors to extend or integrateECM and Records ManagementAdvanced Management featuresAdvanced Workflow and BPM
Where does SharePoint fall short?
Benefits of integrationUltimus Extends SharePoint Functionality
Microsoft SharePoint
Ultimus Adaptive BPM Suite
Document Management
• Versioning• Security• Web-Based
Process routing and routing control able to be based on document data /
document metadata
Application Management &
Portals
• Customized Web Parts
• Application Mash-ups
Ultimus Client, Forms, Reports, and Ultimus BI (iBAM) can be run in
SharePoint web part pages
Information Collaboration
• Team Sites
• Users, Docs, and Tasks
Via process execution, automatically create Team Sites, document libraries,
and assign users and documents to them
Document Workflows
• Start workflows based on documents and document-based
events
• Include documents in processes that may not be driven by documents
• Dynamic Processing and Case Management
Ultimus and Microsoft SharePoint
Some process types are well suited for process mapping and modeling in SharePoint or Visio
Routine and goal-oriented processesProcesses reliant on concrete, unchanging rulesProcesses not dependent on run-time judgments
Not all processes are suitable for modelingo Negotiations and collaborationso Documents produced as a end-result of the process and
documents contained varied informationo Participants controlling the process and affecting flow on a
case-by-case basis
Processes are often dynamic and unpredictable….but still require process automation
Gartner 2009 report estimates 80-90% of all company processes are “knowledge worker” processes
Workflow Versus BPM
10-20%
80-90%
Ultimus and Microsoft SharePointExamples of Business Processes
StructuredDynamic andUnstructured
• Vacation Request
• Expense Reporting
• New Employee On-boarding
• Capital Expenditures
• Board Meeting Actions
• Project & Product Management
• Regulatory and Compliance
• Actions Plans from Exceptions
Ultimus and Microsoft SharePointAccess and Management
Use the right tool for the right job!
Consider Excel spreadsheet use:
• For the individual information worker or small teams, an Excel spreadsheet is a great tool for information management
• Now try sharing that singular Excel spreadsheet across a team of 100 peopleo Who manages it?o How is it managed?o How can the use of the
Excel file scale? Frust
rati
on
Number of Users Involved
Ultimus and Microsoft SharePoint
Depending on your process needs, either SharePoint workflow or Ultimus BPM may be the best choice. It is important to choose the right tool for the job!
When starting your process initiative, take an inventory of your people, your existing processes, and what drives those processes.
Do your homework to understand the difference between Workflow and BPM, and match the benefits of each platform against your process needs
Closing Comments