www.sharepointsaturday.org/johannesburg #spsjhb planning for workflow and business process...
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![Page 1: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/1.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
Planning for Workflow and Business Process
ImprovementPresented by: Marc Lenferna de la MotteIndependent Consultant
26 February 2011
![Page 2: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/2.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
ABOUT ME
– ECM and Workflow Consultant– Principal Consultant at Lenferna Consultant– AIIM Certified SharePoint Practitioner
(Masters soon)– Specialised in SharePoint over the years since
early days 2003– MCTS– Passionate about Sailing!
![Page 3: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/3.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
PROBLEM
– Business inefficiency– Content– Unknown Processes– User Frustration
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www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
AGENDA
Problems BPI and Workflow Lifecycle Success Learning
Tips
![Page 5: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/5.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
![Page 6: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/6.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
– Optimise – Efficiency– Quality– Productivity – Timeliness– Provides competitive advantage– Employee satisfaction
BPI OBJECTIVES
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www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
BPI – Simplify
![Page 8: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/8.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
• Don’t over-complicate• Breakdown into
smaller activities• Improve the process• Design with End User
in mind• Set your Benchmarks
and Goals• You will re-evaluate
BPI SUMMARY
![Page 9: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/9.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
• Sequence of connected steps• Activities and Tasks• Series or Parallel
WHAT IS WORKFLOW
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www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
• Enterprise Content Management• Automated Content Filing • Business Rules• Approval and Routing of Content • Publishing of Content (WCM)• Content Authoring and Reviewing
SOME WORKFLOW USES
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www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
Capture
Process Analysis and
Discovery
DevelopmentMonitor and Reporting
Improvement
SharePoint ECM
Best Practices
People
SHAREPOINT BPI LIFECYCLE MODEL
![Page 12: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/12.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
WORKFLOW REDESIGN
![Page 13: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/13.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
Business Analyst/Process Designer
Designer/IW/Power User Professional Developer
Design skeleton workflow processes
View workflow visualizations
Declarative Workflows Code Workflows
Event Receivers
Custom Activities
.vwi .wsp
.vwi -X-
SHAREPOINT WORKFLOW TOOLS CONTINUUM
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www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
• Visio has SharePoint Workflow template– Allows you to create workflow design in Visio– Workflow can be exported to SharePoint Designer
WORKFLOWS USING VISIO 2010
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www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
Demo Time!
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www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
BUILD FOR SUCCESS
![Page 17: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/17.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
@marclenferna
• SharePoint ECM– Decide on content that requires processes
• BPI – Analyse the business process and refine
• Workflow– Take TO-BE process from BPI Phase and create
SharePoint Workflow
SUMMARY
![Page 18: Www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent](https://reader035.vdocuments.us/reader035/viewer/2022070410/56649ea45503460f94ba8e29/html5/thumbnails/18.jpg)
www.SharePointSaturday.org/johannesburg
#SPSJHB
Thank you for your time Jhb!
Please don’t forget to fill in your evaluation forms!