Why everyone needs workflows?

Short story about making your everyday work flow.

Tomasz Głogosz

Who am I?Tomasz GłogoszProject Manager at DatapolisCertificates: MCTS, MCTD, PMI PMP10+ years of IT work experience:- Document management systems- Intranet and extranet portals- 3rd party SharePoint solutions https://pl.linkedin.com/in/tomaszglogosz

How the story goes?• Where are processes?• Why do we need workflows?• Tackling challenges!• Finally punchline

Where are processes?

Where are processes?

Business Process -a collection of related, structured activities or tasks that produce a specific service or product

Where are processes?• How to create business process?

„please put new invoices on my desk every day, I will sign them and bring to the finance department”

„to get a loan you need to fill out this form, then I will bring it to the director for approval and after that we will tell the financial department to give you money”

„if you like to go on vacation, fill out the form, bring it to the manager, if he accepts he will sign it, then bring it to the director, she also signs and then bring it to the financial department, so they will count your free days and send info to the archive…”

Where are processes?

EVERYWHERE

Why do we need workflows?

Why do we need workflows?• Ensure process compliance• Automate tasks• Streamline processes• Track processes

Why do we need workflows?• How can we make processes flow properly?

Tackling challenges!

• What to tackle?

Create workflow

Move your workflow

Related workflows

Tackling challenges!

• How to tackle?Tackling challenges!

Tackling challenges!• Challenge 1: Let’s create a workflow!

+

Can do anything we need• Custom forms• Custom web parts/ribbon customizations• Custom activities

Part min MD

4 x Custom Forms 2

Ribbon buttons + roles 2

Workflow 2

Tests 1

SUM 7

Solutions MD

Minimal 7

Customized +100%

Flexible +???

Tackling challenges!• Challenge 1: Let’s create a workflow! – summary

Needs fulfilled?

License cost Dev time Dev cost Total cost Total cost for 5 workflows

SP Designer 50% 0 + 700 USD 1,5 MD 1200 USD 1800 USD 6 700 USD

Visual Studio 100% 1000 USD 7 MD 5250 USD 6250 USD 27 250 USD

Datapolis Process System

100% 4500 USD 0,5 MD 400 USD 4900 USD 6 500 USD

Tackling challenges!• Challenge 2: Let’s move a workflow!

Four ways

• Package to solution or App with workflows• Workflow – deploy through Object Model / PowerShell /

Web Service

• Import/export + matching• Site Templates support• PowerShell/OM match+deploy

Tackling challenges!• Challenge 2: Let’s move a workflow! – summary

Export-ImportYes No Yes

Export->Import on Web Site fromTemplate Yes* Yes Yes

Save and then create Web Sitefrom template Yes Yes Yes

Export -> Import on differentWeb Site No No Yes

Tackling challenges!• Challenge 3: Related workflows!

2013 2010

• Start Workflow Activity• Custom event handling

`

Tackling challenges!• Challenge 3: Related workflows! – summary

Start workflows Yes/No Yes* Yes

Invoke events Yes/No Yes* Yes

Subworkflows No Yes/No Yes

Finally punchline.

Summary

Create workflow 2 2 1

Move your workflow 2 3 1

Related workflows 3 2 1

The best way!

The best way!• There is no best way!• Depends on project• Usually

• Simple/small projects

• Complicated needs

• Most projects

10%

10%

80%

Thank you!Email: office@datapolis.com

www.datapolis.com

@datapolis http://www.facebook.com/datapolisworkflows http://www.linkedin.com/company/datapolis.com/