sharepoint workflow strategy-isi
DESCRIPTION
Presentation from Dan Hooper of Integrated Services, Inc. for 2011 SharePoint TechFest. Presented on 5-19.TRANSCRIPT
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
SharePoint StrategiesStrategies for Workflow in SharePoint 2010
Intersecting People, Processes & Information®
Welcome
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Today’s Agenda
Foundation for Success
SharePoint Workflow Offerings
Limitations & Best Uses
3rd Party Offerings
Game Plan
Resources, Q&A
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Foundations for Success
Content Types
Metadata Model
Governance
Delegation Model
Forms Strategy
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Foundations for Success – Content Types
Centralized Repository
Templates (Document Types)
Site Columns (metadata standardization)
Content Policies (Auditing, Expiration, Retention)
Custom Content Types Forms
Event Handlers
Document Information Panels (DIP)
Workflows
Content Type Hubs
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Foundations for Success – Metadata Service
Centralized Repository
Managed Metadata Service(s)
Managed Metadata Service(s) Owners
Content Type Syndication
Managed Metadata Column Type
Enterprise Keywords
Taxonomy & Hierarchy Management Tool
Integration with Social Tagging
Enterprise Consistency & Efficiency
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Policies Classification
Foundations for Success – Shared Services
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Foundations for Success
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Foundations for Success – Forms Strategy
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
SharePoint Workflow Offerings
Out of Box
Visual Studio Windows Workflow Foundation
SharePoint Designer With Visio 2010
3rd Party Tools
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
SharePoint Workflow Offerings
SharePoint Foundation 3 State Workflow Only
SharePoint Server Disposition Approval 3 State Workflow Collect Signatures Collect Feedback Approval
SharePoint Designer Modifications Add Visio 2010
Not Production Strategy
Out of the Box
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
SharePoint Workflow Offerings
Art of the Possible
IT/Development Cycle Oriented
Extended Time to Market
Not Delegation Oriented
Visual Studio
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
SharePoint Workflow Offerings
Free $
Code free, Visio assist
Debugging by trial
Sequential Workflows Only
No rollups, reporting
All or Nothing Deployment
Sys Admin Anxiety
SharePoint Designer
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Why 3rd Party
Visual Studio
MOSS Out of the Box
SharePoint Designer
Limited Use Cases
Limited Features Danger
Developer Managed
Time & Complexity
Delegation Rapid Deployment Templates Self - Service
3rd Party Apps
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
SharePoint Workflow Offerings
Cost $20k – $250k+
Feature Rich
Views, Rollups, Analysis
LOB Integration
Scheduling, Conditions
Delegation Orientation
K2, Global360, Nintex
3rd Party Offerings
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
SharePoint Workflow Offerings
Cost $20k +
Installs under SharePoint
Never Leave SharePoint
Feature Rich, 100+ Actions
Team Delegation & Maintenance
Appropriate Access
Pre-built Templates
LOB Integration
Lazy Approval
3rd Party Offerings - Nintex
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
SharePoint Workflow Strategy
Strategy, Architecture & Deployment.
Workflow & Forms Deployment.
SharePoint for LOB Automation & Integration.
2 Hour Road Map Session (off the clock).
How to Leverage ISI
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
Q & A
Luncheonar – Workflow Strategy for SharePoint 2010 – May 19, 2011
For more information:
Dan HooperPrincipal, Vice President Sales & Marketing
Integrated Services, Inc.214.526.7680 x101www.isi85.com
Contact Us
David EasleyPrincipal Consultant, SharePoint Practice Manager
Integrated Services, Inc.214.526.7680www.isi85.com
Next Steps & Resources…
1. DFW SharePoint User Community
www.dfwsharepoint.com.
2. ISI 2 Hour Solution Road-Map Session. Off the “clock.”
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