Download - SharePoint WorkFlow Strategy-ISI
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Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
SharePoint StrategiesStrategies for Workflow in SharePoint 2010
Intersecting People, Processes & Information®
Welcome
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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
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Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Foundations for Success
Content Types
Metadata Model
Governance
Delegation Model
Forms Strategy
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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
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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
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Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Policies Classification
Foundations for Success – Shared Services
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Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Foundations for Success
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Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Foundations for Success – Forms Strategy
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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
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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
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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
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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
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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
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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
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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
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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
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Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Q & A
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Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
For more information:
Dan HooperPrincipal, Vice President Sales & Marketing
Integrated Services, Inc.214.526.7680 x101www.isi85.com
Contact Us
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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