Corporate Efficiency Meeting

Improving Your Business Processes Using SharePoint and Beyond

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 Overview and Guidance

Mike Oryszak, SharePoint Server MVP

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?

Beyond SharePoint Where Does BPM Fit?

Chris Adams, VP Product and Technology

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? Frus

tratio

n

Number of Users Involved

Ultimus and Microsoft SharePointManaging Processes Across The Enterprise

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