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Presented at SharePoint TechFest Phoenix. All rights reserved.
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Introductions
What are SharePoint Composite No-
code Solutions?
Identifying Low-Hanging Fruits
Let’s build one
Introductions
www.ginamontgomery.com
Gina Montgomery
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
SAM
Analytics Team
Security
Hardware
Software Product
Specialists
Cloud Specialist
eCommerce
Integration Team
Priority Customer
Service Team
License Service Team
Let’s get started
SharePoint Composites
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.
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
Examples:
› Absence Request & Tracking Application
› Travel Request Application
› HR portal
› Capital Expense Request Application
› Expense Reporting Application
› BI Dashboard
› Ideation Tracking Application
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
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!
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?
DEMO
Questions?
@ginammontgomery
@softmart
www.ginamontgomery.com
www.blog.softmart.com