1. 2 Captaris Workflow Microsoft SharePoint User Group 16 May 2006.

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Captaris Captaris WorkflowWorkflow

Microsoft SharePoint User Group

16 May 2006

3

AgendaAgenda

► Intro to Captaris

► What is Workflow?

► Build vs. Buy – Assessing a Workflow Tool

► Demonstration

► Coming Soon… Workflow 6.0

► New Horizons – Workflow 7.x

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Captaris Workflow

Alchemy

► Document Centric, .NET Workflow Tool

► Automates & Streamlines Business Processes

► Records Management and Data Archiving

► Compliance-based solution

RightFax ► World-wide Market Leader in

Enterprise Fax & e- Doc Delivery

► Deep Integrations with Leading Enterprise Software Solutions

Captaris Product OfferingCaptaris Product Offering

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Captaris WorkflowCaptaris Workflow

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Workflow DefinitionWorkflow Definition

► Business has repeatable daily business functions:

► purchase order approvals

► expense claim submissions

► sales orders

► Documenting the flow of these functions

► Progression

► business rules

► assignment

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Why Workflow? Common ScenariosWhy Workflow? Common Scenarios

► Process improvement (pain points / bottle necks)

► Approval process – repetitive or duplicate efforts

► Compliance (ISO, SOX)

► Decision Transparency

► Employee, Customer and Supplier tie-in

► Knowledge transfer (retention)

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Assessing A Workflow ToolAssessing A Workflow Tool

Build vs. BuyBuild vs. Buy

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Assessing a Workflow Tool – The Must-Have Checklist for Assessing a Workflow Tool – The Must-Have Checklist for Successful Workflow ImplementationSuccessful Workflow Implementation

1. The workflow tool must Provide BOTH SIDES of the Workflow Equation

2. The tool must Enable the END USER in all FOUR functional areas

3. The workflow tool must have INTEGRATION FLEXIBILTY

4. The tool and the vendor must clearly define the SCALABILITY + FLEXIBILITY Model

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#1 - Good Workflow Tools Are Two Sided#1 - Good Workflow Tools Are Two Sided

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#3 - Integration Capability#3 - Integration Capability

► Accessibility

► Integration Components

► XML

► Open Platform

► ‘A workflow tool that cannot easily integrate, with flexibility, into enterprise architecture and applications will not provide long-term competitive benefits to an organization…’ WFMC

SharePoint

CMS

Integration

BizTalk

InfoPath

OutlookRightFax

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#4 - Scalability and Flexibility Model#4 - Scalability and Flexibility Model

► Users

► Processes

► Servers

► Infrastructure Architecture

► Pricing

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i.e. Captaris Workflow Componentsi.e. Captaris Workflow Components

CompleteReady

WaitingFailed

Admin0

0.5

1

1.5

2

2.5

3

3.5

4

# O

f T

asks

Users and Task Status

# Of Tasks By User By Task Status

Admin

SharePoint

Office

InfoPath

CMS

MBS

BizTalk

Captaris Workflow

Captaris Workflow Wizards

Workflow IDE

Visual Studio VB.NET

Developers

Information Workers

Administrators Business Managers

RightFaxExchange

Webforms

Information Workers

WebService

XML

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DEMODEMO

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Captaris Workflow 6.0Captaris Workflow 6.0

Coming soon…

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► New Technology & New Workspace for Developers

► Microsoft Visual Studio 2005 Development Canvas

► Adoption of Microsoft Technology ► (.NET 2.0, SQL 2005, Visual Studio 2005)

► Provide developers with very robust environment

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IDE IDE (Business Analyst Development Canvas)(Business Analyst Development Canvas)

► Drag & Drop

► Low Code solutions

► Leverages Custom Actions

REVISON REQUIRED

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Visual Studio 2005 Visual Studio 2005 (Development Canvas)(Development Canvas)

• Drag and Drop Workflow

• Code in VB or C#

• Access Custom Actions

• Template to Build Custom Actions

• Debug, break points, code edit

• Reference databases, Web Services, other applications

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Workflow Simulation 2.0Workflow Simulation 2.0

► New Units concept

► Expand to include sub processes

► Track Revenue

► ROI Analysis

► Compare Sessions

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Captaris Workflow 7.xCaptaris Workflow 7.x

Looking forward to new horizons

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EnginePersists

Tracking

Timers

Workflow Objects


Process Data

Workflow Design

Windows Workflow API

Timelines

Roles

User Interfaces

Engine

Captaris Workflow APISystem Activities


Captaris Custom Activities

Build custom activities layer on top of Windows Workflow that parallels Captaris workflow objects such as task, event, web form.

Implement Persistence and Tracking services that redirect workflow activity to our current database.

Build extended windows workflow sdk around windows workflow

Build custom activities layer on top of Windows Workflow that parallels Captaris workflow objects such as task, event, web form.

Implement Persistence and Tracking services that redirect workflow activity to our current database.

Build extended windows workflow sdk around windows workflow

Captaris.Workflow.Simulation

Captaris.Workflow.Runtime.

Captaris.Workflow.Design

Captaris Workflow 7.x (2006 - 2008)Captaris Workflow 7.x (2006 - 2008)

Business AnalystBusiness AnalystDeveloperDeveloper Info WorkerInfo WorkerBusiness AnalystBusiness AnalystDeveloperDeveloper Info WorkerInfo Worker

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Thank YouThank You

[email protected]@captaris.com

1. 2 Captaris Workflow Microsoft SharePoint User Group 16 May 2006.

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Transcript of 1. 2 Captaris Workflow Microsoft SharePoint User Group 16 May 2006.