help your business people create workflows effectively with sharepoint and workbox
TRANSCRIPT
Help your business people create workflows effectively
with SharePoint and Workbox
Agenda• What are workflows?• Why SharePoint?• Why Workbox?• Creating effective workflows
• HR• Marketing• Customer service
• Overcoming SharePoint Designer limitations• Next steps• Q & A
What are workflows?• Workflow - „Progression of steps (tasks, events,
interactions) that comprise a work process and create or add value to the organization's activities.”
• Workflow automation - „Use of software technology to increase the efficiency of a workflow by improving the coordination of the activities of the actors involved and automating tasks”
• Benefits of implementing workflow automation solution• Improved efficiency• Improved quality• Better process control• Process improvement
Perfect workflow solution?
SharePoint + Workbox
Why SharePoint?• Powerful collaboration platform• Friendly and familiar UI, Office integration• Powerful workflow capabilities• Rapid application development• Easy connection to external systems
Communities
Search
Sites
Composites
ContentInsights
Collaboration workspace for EVERYONEWhy SharePoint?
Employees
CustomersPartners
Personal sites
Team sites
Company web site
Departamental sites
Corporate portal
LOB Applications(SAP, ERP, CRM, etc)
XML Web Services
SharePoint Workflow Engine• Build-in engine based on Windows Workflow Foundation• Integrated with SharePoint structure – works on
documents and list items within SharePoint• Integrated into user GUI• Workflow information stored in the content database• Scales with SharePoint• Capable of running thousand of instances simultanously
Why SharePoint?
Why Workbox?• Graphical web-based workflow designer for SharePoint• Business-oriented solution – separated Business and
Technical Layers• Ease of modifying and remodeling workflows• Full integration with SharePoint• Extended SharePoint permission model• Reporting and decision support
SharePoint Designer workflow limitations• No looping• Limited access to SharePoint content • Limited automation capabilities• Inconvenient designer• Incomprehensible to the business• Very hard to create more complex processes
Why Workbox?
HR – leave approval• 4 stages – new request, manager’s approval, HR approval,
corrections• Manager based on profile information• Automatic vacation days calculation• Demo
Creating workflows with Workbox
Marketing – Mailing solution• Sends personalized message to each member of a mailing
list• Mailing content stored on another list• Logs mailing status for each user and for entire campaign• Demo
Creating workflows with Workbox
Customer service – Help desk• 3 stages – new issue, resolution, verification• E-mail based• Automatic issue clasification and customer identification• Demo
Creating workflows with Workbox
Next steps• Learn more:
• Web site - www.datapolis.com/workbox • Tutorials – www.datapolis.com/tutorial• Blog – http://wbblog.datapolis.com • Live demo – [email protected]
• Try yourself:• Fully functional, 30 day trial – www.datapolis.com/freetrial • Sandbox on our site – www.datapolis.com/demosite
Next steps• Learn more:
• Web site - www.datapolis.com/workbox • Tutorials – www.datapolis.com/tutorial• Blog – http://wbblog.datapolis.com • Live demo – [email protected]
• Try yourself:• Fully functional, 30 day trial – www.datapolis.com/freetrial • Sandbox on our site – www.datapolis.com/demosite
Q & A