West Monroe Partners - SharePoint 2010 Workflow - learn the secrets to greater productivity -...

Business in the Right Direction. Go West.

SharePoint 2010 WorkflowLearn the Secrets to Greater Productivity

January 8, 2011

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

Speakers

Coskun - Pronounced [jos-kun]

ECM Practice Senior Manager at West Monroe Partners www.westmonroepartners.com ccavusoglu@westmonroepartners.com

@coskuncwww.sharepointcoskun.com

Business in the Right Direction. Go West.

What is Workflow?

“A workflow is a series of steps taken

to accomplish a goal.”

Click to edit Master title style

Click to edit Master text styles

Click to edit Master text styles Second level

• Third level

The Past, The Present and The Future of SharePoint Workflows

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

MOSS 2007 – Workflow Designer Tools

SharePoint Designer 2007

Visual Studio 2008

Rules-based workflow Code-based

SharePoint 2010 - Workflow Tools Continuum

Business Analyst

Design skeleton workflow processes

View workflow visualizations

IW / Power User

Declarative workflows

Professional Developer

Code based

Custom activities and events

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

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

SharePoint Designer 2010

New “Full Screen” declarative workflow designer

Visio Visualization

Visualize a single workflow instance Not for aggregation, reporting or auditing Only for SharePoint Designer

Workflow Best Practices

in SharePoint 2010

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.

Workflow Governance

Tips in SharePoint 2010

“…creating workflows in SharePoint is fast and easy but how do you manage them?”

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?

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

SharePoint Workflow Governance

How can I enhance our SharePoint Workflow, offering to allow my

users to get more out of it?

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

3rd Party

Workflow Solutions for

SharePoint

SharePoint Workflow Tools

SharePoint Workflow Engines Bamboo Workflow Conductor Nintex

SharePoint Workflow and BPM Engines Global 360 AgilePoint K2

24www.sharepointreviews.com

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 $$$ $$ $$ $ $$

Bamboo Workflow Conductor

Integrated tightly with SharePoint

Browser-Based Process Designer

Centrally see My Tasks and My Workflows

Bamboo – Workflow Conductor – Process Designer

Bamboo – Workflow Conductor – My Tasks

Bamboo – Workflow Conductor - Widgets

Bamboo – Workflow Conductor - Reports

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

Nintex

Nintex – Line Of Business Integration

Nintex – Lazy Approval

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

Global 360

AgilePoint

Integrated with SharePoint

Centralized workflow management

Utilizes Visio as their process designer

AgilePoint – Process Designer

AgilePoint – My Tasks

AgilePoint – Process Migrator

K2 BlackPoint

Integrated tightly with SharePoint

Process Central

Silverlight Process Designer

K2 – Silverlight Designer

K2- Silverlight Designer

K2 – My Tasks

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 $$$ $$ $$ $ $$

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

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

Download SPS2010 Now!

SharePoint 2010 DEMO Hyper-V Available Now http://bit.ly/9cFzvC

Contact Info

Thank You

Coskun Cavusoglu | @coskunc

www.sharepointcoskun.com

ccavusoglu@westmonroepartners.com

West Monroe Partners - SharePoint 2010 Workflow - learn the secrets to greater productivity -...

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