Date post: | 08-Jul-2015 |
Category: |
Technology |
Upload: | coskun-cavusoglu |
View: | 3,132 times |
Download: | 0 times |
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Business in the Right Direction. Go West.
SharePoint 2010 WorkflowLearn the Secrets to Greater Productivity
January 8, 2011
1
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Agenda
The Past, the Present and the Future of SharePoint Workflows
SharePoint Workflow Demonstration
Workflow Best Practices in SharePoint
Workflow Governance Tips for SharePoint
3rd Party Workflow Systems in SharePoint
2
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Speakers
Coskun - Pronounced [jos-kun]
ECM Practice Senior Manager at West Monroe Partners www.westmonroepartners.com [email protected]
@coskuncwww.sharepointcoskun.com
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Business in the Right Direction. Go West.
What is Workflow?
4
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
What is Workflow?
“A workflow is a series of steps taken
to accomplish a goal.”
5
Click to edit Master title style
Click to edit Master text styles
Click to edit Master text styles Second level
• Third level
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited. 6
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
The Past, The Present and The Future of SharePoint Workflows
6
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
SharePoint Workflow Solution Spectrum
Browser SharePoint Designer Visual Studio
OOTB Workflows
OOTBCustomization
Custom Declarative
Custom Activities
Custom Non-Declarative
• Ready to use• Common
approval scenarios
• Association and initiation settings
• Modify logic in SharePoint Designer
• Design forms in InfoPath
• Start from scratch or from existing
• New Actions• Task process
framework• More types of
workflows
• Encapsulate custom code in new action
• Deploy in full or partial trust (as user code)
• Import Solution into Visual Studio
• Advanced Modeling
• Hook up workflow to events
7
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
MOSS 2007 – Workflow Designer Tools
SharePoint Designer 2007
Visual Studio 2008
Rules-based workflow Code-based
8
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
SharePoint 2010 - Workflow Tools Continuum
9
Business Analyst
Design skeleton workflow processes
View workflow visualizations
IW / Power User
Declarative workflows
Professional Developer
Code based
Custom activities and events
.vwi
.vwi
.wsp
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Creating Workflows in Visio 2010
Visio has SharePoint Workflow template Allows you to create workflow design in Visio Workflow can be exported to SharePoint Designer
10
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
New Workflows Types in SP2010
List Workflow Associated with a list Much like MOSS 2007 Workflows Can be created in SPD 2010 Can be imported/exported from Visio
Reusable Workflow Can be assigned to content type Can be exported to .wsp for use in other sites Can be imported/exported from Visio Can be created in SPD 2010 & VS2010
Site Workflow Not bound by a list Manually started or via OM Can be created in SPD 2010 & VS2010
11
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
SharePoint Designer 2010
New “Full Screen” declarative workflow designer
12
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Visio Visualization
Visualize a single workflow instance Not for aggregation, reporting or auditing Only for SharePoint Designer
13
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited. 14
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Demo
14
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited. 15
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Workflow Best Practices
in SharePoint 2010
15
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
SharePoint 2010 Workflow Best Practices
1. Create the workflow in Visio first This will help you refer back to your requirements
2. Determine if you can accomplish the workflow in SharePoint Designer Make sure OOTB actions are able give you what you need
3. Use reusable workflows and create workflows for content types This will allow you to maximize your investment so you don’t have to rebuild when another
department needs to use a workflow
4. Follow a naming schema when creating workflows This allows others to better understand your process
5. Do not share a task list for workflows The default tasks lists are used by other. Create your own task list and have full ownership
over it.
6. Log often to the history log Add logging steps to your workflow. This will not only allow you to debug your workflow
problems but will also allow you to see where you’re at in the process.
16
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited. 17
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Workflow Governance
Tips in SharePoint 2010
17
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
“…creating workflows in SharePoint is fast and easy but how do you manage them?”
18
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Common SharePoint Workflow Concerns
I’ve created all of these workflows. Now what? Can I see all of my workflows in one place? Can I see all of my tasks in one central location? What if the business decides to change the business
rules? How do I upgrade the workflows? How do I create an aggregated report of all
workflows? How do I train people on creating workflows? Who should be able to create workflows?
19
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
SharePoint Workflow Governance
Define what you’re offering to your users OOTB SharePoint gives you Workflows not BPM Don’t try to create an HR onboarding process using
SharePoint Designer
Train users before you empower them SPD is a very powerful tool and it can be dangerous if
not used correctly
20
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
SharePoint Workflow Governance
How can I enhance our SharePoint Workflow, offering to allow my
users to get more out of it?
21
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
How to Enhance SharePoint Workflows
Custom Visual Studio SharePoint Workflows Most solutions can be built using the WWF and
SharePoint functionality utilizing Visual Studio Visual Studio 2010 has several enhancements that
allows developers to create very sophisticated solutions
3rd Party Tools These tools focus on enabling non-developer users to
create very sophisticated workflows
22
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited. 23
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
3rd Party
Workflow Solutions for
SharePoint
23
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
SharePoint Workflow Tools
SharePoint Workflow Engines Bamboo Workflow Conductor Nintex
SharePoint Workflow and BPM Engines Global 360 AgilePoint K2
24www.sharepointreviews.com
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Custom WF using
Visual Studio
Global 360Process Module
AgilePointfor
SharePoint
K2BlackPoint
BambooWorkflow Conductor
Nintex
Process Designer
Browser Based Process Designer
Visio Integration with designer
SharePoint Integration
InfoPath Based Workflow Creation
Scanning Solution Knowledge Lake
Centralized Workflow Management
Can be developed
My Tasks/My Workflows
Can be developed
Reporting Per workflow in excel
Process Version Control
Process Visualization Only with SPD
Cost No Cost $$$ $$ $$ $ $$
25
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Bamboo Workflow Conductor
Integrated tightly with SharePoint
Browser-Based Process Designer
Centrally see My Tasks and My Workflows
26
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Bamboo – Workflow Conductor – Process Designer
27
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Bamboo – Workflow Conductor – My Tasks
28
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Bamboo – Workflow Conductor - Widgets
29
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Bamboo – Workflow Conductor - Reports
30
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Nintex
Tightly integrated with SharePoint
Does not have a need for it’s own server
No-code, drag and drop workflow development
No centralized workflow Management
Browser driven Designer
Process visualization
31
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Nintex
32
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Nintex – Line Of Business Integration
33
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Nintex – Lazy Approval
34
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Global 360
Has its own workflow engine
Integrated with SharePoint Uses SharePoint as a presentation layer
Really good reporting
Central management of process models
Tightly integrated with KnowledgeLake
35
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Global 360
36
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Global 360
37
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Global 360
38
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
AgilePoint
Has its own workflow engine
Integrated with SharePoint
Centralized workflow management
Utilizes Visio as their process designer
Process visualization
39
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
AgilePoint – Process Designer
40
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
AgilePoint – My Tasks
41
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
AgilePoint – Process Migrator
42
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
K2 BlackPoint
Has its own workflow engine
Integrated tightly with SharePoint
Process Central
Silverlight Process Designer
Process visualization
43
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
K2 – Silverlight Designer
44
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
K2- Silverlight Designer
45
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
K2 – My Tasks
46
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Custom WF using
Visual Studio
Global 360Process Module
AgilePointfor
SharePoint
K2BlackPoint
BambooWorkflow Conductor
Nintex
Process Designer
Browser Based Process Designer
Visio Integration with designer
SharePoint Integration
InfoPath Based Workflow Creation
Scanning Solution Knowledge Lake
Centralized Workflow Management
Can be developed
My Tasks/My Workflows
Can be developed
Reporting Per workflow in excel
Process Version Control
Process Visualization Only with SPD
Cost No Cost $$$ $$ $$ $ $$
47
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Summary
The Past, the Present and the Future of SharePoint Workflows
SharePoint Workflow Demo
Workflow Best Practices in SharePoint
Workflow Governance Tips for SharePoint
3rd Party Workflow Systems in SharePoint
48
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Where can you find WMP?
SharePoint Saturday Toronto November 13 Enterprise Search using SharePoint and FAST
Bert Johnson, Microsoft Certified Master SharePoint 2010
SharePoint Saturday Kansas City December 11 Records Management with SharePoint
Coskun Cavusoglu, Senior Architect and Author
West Monroe Webinar December TBD User Experience
SharePoint Summit 2011 Toronto Jan 31 – Feb 2
49
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Q &A
50
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Download SPS2010 Now!
SharePoint 2010 DEMO Hyper-V Available Now http://bit.ly/9cFzvC
© 2010 West Monroe Partners, LLCReproduction and distribution without West Monroe Partners prior consent prohibited.
Contact Info
Thank You
Coskun Cavusoglu | @coskunc
www.sharepointcoskun.com