The document discusses implementing effective business processes using SharePoint 2010 workflows. It covers challenges in business process implementation, how SharePoint enables collaboration and workflows to manage shared data and processes. It describes the different types of workflows available in SharePoint 2010 including out of the box, SharePoint Designer, and custom workflows developed with Visual Studio. The document provides an example expense reporting process and steps for designing workflows using Visio and SharePoint Designer. It also presents two case studies of complex workflow solutions.

1. presentsEffective Business Process Designwith SharePoint 2010

2. Introduction to WinWire WinWire Technologies is a super-specialist consulting firm focused exclusively on Microsoft SharePoint and Business Intelligence WinWire’s focus is to help Enterprise customers realize their business goals by “Making Information Actionable™” Bangalore, India HQ: Silicon Valley, CA Hyderabad, India

3. WinWire Core Competencies

4. Effective Business Process Designwith SharePoint 2010 Vineet Arora Chief Technology Officer WinWire Technologies

5. What will we cover… Business Process: Implementation challenges SharePoint as solution Case study Best practices

6. Challenges in business process implementation

7. SharePoint enabling the Connected Enterprise Collaboration happens on SharePoint People share data with others People consume information Need for workflows to manage it Two types of workflows needed System – move data inand out of SharePoint Human – support peoplewith long-running processes

8. SharePoint based business processes

9. What does a business process implementation looks like?

10. Example: Expense Reporting Many variations depending on business But most tend to follow a similar archetype In our context, employees interacting with a document library on SharePoint

11. Implement on Sharepoint

12. Implementing Workflow in SharePoint

13. SharePoint 2010 Workflows

14. Ease of implementing - 2007 vs. 2010 In addition, Sharepoint 2010 support workflows to be used multiple times and provide workflow templates for later use in SharePoint

15. Summarize: Workflow options in SharePoint 2010 Business Out of the Box Workflows 1 Visio process diagrams 2 Custom OOB Workflows Custom OOTB 3 SharePoint Designerdeclarative workflows 4 WF in Visual Studio Custom action Code-based custom BizTalk integration Technical

16. What does the process look like… Business Analyst/Process Designer Professional developer Designer/IW/Power User Import Create lists & libs Design Web Pages Web part hook-up Views & forms Declarative Workflows Custom Web Parts Code Workflows Event Receivers List Definitions Application Pages Design skeleton workflow processes View workflow visualizations Design data-backed business diagrams WSP Package Export

17. Types of Workflows in SharePoint 2010 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

18. Steps to implement business process

19. 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

20. Develop Workflows with No Coding Diagram Validation Export and Import workflows between Microsoft Visio Premium 2010 and SharePoint Designer 2010 SharePoint Workflow Actions and Conditions 1 SharePoint Workflow created in Visio Premium 2010 Issues window highlighting workflow errors

21. Implement rules in business process View all task information Customize the whole process, or individual tasks (or both) Build robust behaviors “If 50% agree, auto-approve” “If user is unavailable, escalate to manager” “If this task wasn’t meant for me, let me reassign it to another user”

22. Visio Visualization for running processes Visualize a single workflow instance Not for aggregation, reporting or auditing Only for SharePoint Designer

23. SharePoint Workflow created in Visio Premium 2010 exported to SharePoint Designer 2010 Visio Services allows visualization of an executing workflow on SharePoint Server 2010 Imported workflow appears as text in SharePoint Designer and can be parameterized and published to SharePoint Server 2010 SharePoint Designer 2010 allows the workflows to be exported to Visio Premium 2010 for documentation and communication of workflows to a broader audience Putting it all together

24. Case studies

25. Workflow solution overview

26. Process automation: Complex Workflows

28. Order Entry - > First Call - > Status Call - > Imaging -> Billing - > Release

30. Sequential Workflow Design

32. Offer helpful advice and recommendations for improvement

33. Roadmap considerations before implementation

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36. Workflow Solution Spectrum Increasing Functionality SharePoint Designer Browser Visual Studio