real world sharepoint- insights in sharepoint workflow

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presented by Andy Hopkins [email protected] (425) 761-4143 @AndrewSHopkins REAL WORLD | SHAREPOINT implementing advanced business solutions

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SharePoint 2013 introduced a new approach to workflows that promises to create opportunities to develop new solutions which integrate SharePoint into broader workloads. However, whether you’re building workflows on SharePoint 2013 or on SharePoint 2007, it’s important to understand the architecture as well as the benefits… and implications of workflow processes. In this session, we’ll discuss the SharePoint workflow architecture, execution model, and process monitoring. We’ll look at real world workflows and discuss potential pitfalls. We’ll also survey the boundary cases for SharePoint workflows and look at an ISV solution that extends beyond where SharePoint leaves off in building enterprise scale business processes. Key Takeaways SharePoint 2013 workflow architecture Best practices in SharePoint workflow development Real world insights on what works and what doesn’t Identify new workflow application scenarios

TRANSCRIPT

Page 1: Real World SharePoint- Insights in SharePoint Workflow

presented by

Andy Hopkins [email protected]

(425) 761-4143 @AndrewSHopkins

REAL WORLD | SHAREPOINT implementing advanced business solutions

Page 2: Real World SharePoint- Insights in SharePoint Workflow

presented by

Andy Hopkins [email protected]

(425) 761-4143 @AndrewSHopkins

REAL WORLD | SHAREPOINT SharePoint workflow–architect for success

Page 3: Real World SharePoint- Insights in SharePoint Workflow

• Real World SharePoint

• Andrew (Andy) Hopkins - Chrysalis BTS

• Vadim Tabakman - Nintex

• What will we discuss today?

Welcome

Page 4: Real World SharePoint- Insights in SharePoint Workflow

AUTOMATED INVOICE PROCESSING USING SHAREPOINT WORKFLOW

BACKGROUND

Page 5: Real World SharePoint- Insights in SharePoint Workflow

Leaf Sites • Web Parts • Document Libraries • Lists • Workflows

SharePoint Farm Services Portal

Site Collection

Portal & Site Structure

Customer Portals Vendor Portals

Top Level Portal

• Site Services • Search Service • Managed Metadata

Service • User Profile Service • InfoPath Form Service • Business Connectivity

Service

Invoicing Solution Architecture SharePoint 2007

Page 6: Real World SharePoint- Insights in SharePoint Workflow

Application Architecture / Design Audit Workflow environmental impact assessment

Page 7: Real World SharePoint- Insights in SharePoint Workflow

Original Application Architecture A case study in what not to do – critical to success is an understanding of SharePoint workflow limitations

Sites

Contracts

Invoices

Changed Contract on update

Changed Contract 2 on update

Create Invoice on update

Changed Invoice on update

Invoice Notification 2 on update

Invoice Permissions on update

New Invoice on create

Vendor Permissions on update

New Contract on create

Vendor Permissions on update

Changed Site on update

Changed Site 2 on update

Send Site to NOC on update

New Site on create

Sync Site to NOC on update

Page 8: Real World SharePoint- Insights in SharePoint Workflow

Original Application Architecture A case study in what not to do – critical to success is an understanding of SharePoint workflow limitations

Contracts

Changed Contract on update

Changed Contract 2 on update

Create Invoice on update

Vendor Permissions on update

New Contract on create

New Contract on create

Changed Contract on update

Changed Contract 2 on update

Create Invoice on update

Vendor Permissions on update

1.85 Million workflows in 3 days!!

Page 9: Real World SharePoint- Insights in SharePoint Workflow

Refactored Application Architecture Consideration for SharePoint workflow strengths and limitations

Sites

Contracts

Invoices

Changed Contract on update

Changed Contract 2

Create Invoice

Changed Invoice on update

Invoice Notification 2

Invoice Permissions

New Invoice on create

Vendor Permissions

New Contract on create

Vendor Permissions

Changed Site on update

Changed Site 2

Send Site to NOC

New Site on create

Sync Site to NOC

Page 10: Real World SharePoint- Insights in SharePoint Workflow

SharePoint workflow has matured considerably However, there remain shortcomings

10

Vis

ual S

tud

io

Sh

are

Po

int

Desi

gn

er

Azure

Service Bus

Access

Control

(OAuth2)

Events Content

Solutions Apps

SharePoint 2013

SP 2010

Workflow

Host

_API (REST OM)

Workflow Services Manager

Instances

2010 Interop Deployment

Messaging

Azure Workflow

Service Application Proxy W

ork

flo

w C

lien

t

REST Calls

Events

Azure

Workflow

Page 11: Real World SharePoint- Insights in SharePoint Workflow

• Cross system workflow

• Marketing content distribution

• New employee onboarding automation

• Loan processing

• Error handling, Reusability, Maintainability

• Critical business processes

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Workflow Application Scenarios

Page 12: Real World SharePoint- Insights in SharePoint Workflow

Resources and Contact Real World SharePoint

Please Give Us Your Feedback

• Matt will send you an email with a link to the presentation and the eval or visit… www.chrysalisbts.com/index.php/events/rws/search/eval/

Successful SharePoint is About Community

• Share your Real World SharePoint stories #RWSharePoint

• Ask the global SharePoint community for their insight #SPHelp

• Attend or speak at SharePoint Summit(We’d love to meet you at #SPSSV)

• Join your local SPUG

– We’ll be speaking at the Portland SharePoint User Group July 17

Real World SharePoint: Search Presentation

• www.slideshare.net/andyhopkins

Andrew (Andy) Hopkins

[email protected]

• @AndrewSHopkins

Vadim Tabakman

[email protected]

• @vadim_tabakman

Page 13: Real World SharePoint- Insights in SharePoint Workflow

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&

Page 14: Real World SharePoint- Insights in SharePoint Workflow

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presented by

Dave Healey [email protected]

(206) 734-9414