This document discusses composite no-code solutions in SharePoint. It introduces Gina Montgomery and provides information about her company, Softmart. The document then discusses what SharePoint composites are and how they can be used to rapidly create solutions by assembling basic building blocks in SharePoint without technical dependencies. Examples of solutions that can be created this way include absence tracking, travel requests, HR portals, and BI dashboards. The document outlines factors to consider when building composite solutions such as adoption, existing applications, training needs, and governance policies. It provides steps and sample questions to help identify user requirements.

2.  Introductions
 What are SharePoint Composite No-
code Solutions?
 Identifying Low-Hanging Fruits
 Let’s build one

3. Introductions

4. Gina.Montgomery@softmart.com
www.ginamontgomery.com
Gina Montgomery

5. Softmart Company Facts
 Established: 1982; Status:
Privately Held
 Regional offices throughout the
U.S.
 Global partnerships in all world
markets
 Business Strategy – Focus on
the customer
“As a privately held company, Softmart
manages to the expectations of our
customers, not Wall Street. We believe
the true measure of our success is
customer satisfaction.”
 SAM Certified
 Analytics Advantage Program
 Numerous Microsoft Awards

6. SAM
Analytics
Team
Security
Hardware
Software
Product
Specialists
Cloud
Specialist
eCommerce
Integration
Team
Priority
Customer
Service
Team
License
Service
Team

7. Let’s get started
SharePoint Composites

9.  http://bit.ly/Qw4nC3
 Rapidly create solutions
by assembling,
connecting, and
configuring the basic
building blocks of
functionality available in
SharePoint 2013, and in
many cases, Microsoft
Office 2013.

10.  Lists, Libraries, Views
 List Forms, InfoPath, 3rd Party Forms
 Workflows – SharePoint Designer, Visio, 3rd
Party Workflow Tools
 Power Pivot / Power View
 Access Apps
 Social Tools
 Web Parts

11.  Examples:
› Absence Request & Tracking Application
› Travel Request Application
› HR portal
› Capital Expense Request Application
› Expense Reporting Application
› BI Dashboard
› Ideation Tracking Application

12.  To leverage your SharePoint
investment
 To help reduce duplicate content
and data
 To unlock the value of Line-of-
Business (LOB) data
 To rapidly create a business
solution without dependence on
technical staff (DIY)
 Because your End User Adoption
Relies Upon it

13. Factors Impact
Risk Prepare Risk Mitigation Plans if Necessary
Approval Do you have the proper permission to build such
Solution? Obtain Proper Approval to Build the
Solution.
Adoption Does this solve users’ needs? Why would they use it?
WIIFM. Define the value proposition before you build
it.
3rd Party Applications / Solutions Are you recreating the wheel? Does the solution
better integrate if built on SharePoint? Etc…
Training What kind of learning curve will the users have?
Prepare a training plan for go-live.
Governance Policies Determine how existing governance policies should
affect your solution/application. What permission
groups should exist. Can you use pre-existing
permissions?
Step 1: Think it through; get your users involved!

14. Step 2: Sample Questions
Identify Requirements From Your End Users
What processes are you currently doing with Email & Office today?
Do you have any paper based processes?
What do you track in your department? How do you track it?
What kind of reports do you look at? How are they distributed to you? Is
the data static?
How do you collaborate on documents today?
What kind of forms are required in your department? How do you
distribute them and how do the users execute them?

15.  DEMO

16. Questions?
@ginammontgomery
@softmart
www.ginamontgomery.com
www.blog.softmart.com
Gina.Montgomery@softmart.com