ShareVis extends SharePoint - Adaptive Corpadaptivecorp.com/wp-content/uploads/2008/12/sharevis-overview.pdf · Update office documents Watermarks in documents Have ShareVis process

Solutions for SharePoint Workflow - Document Control - Business Process Management

With out-of-the-box (OOB) products and templated solutions

ShareVis extends SharePoint

June, 2007

SharePoint

functionality incl.:

User management, permissions,

and standard collaborative

functionality, such as check in,

check out, versioning, alerts etc..

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Share

Vis

ShareVis Extensions

Templated Solutions

Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007

ShareVis Value Proposition

ShareVis provides a cost-effective way to:

Create and enforce virtually any business process

Track who did what to documents and forms and when they did it

Move documents and forms through an organization quickly

Access and work with information in legacy systems

Get visibility and buy-in to all types of information

Comply with financial and industry regulation

Who acted leverages WSS-established roles and permissions

What they did submit, approve/reject, view, comment, revise

When they did it determine cycle time

Why justification of action


Key Differentiator: ShareVis Provides

Packaged Product not Toolkit

ShareVis is providing “high-end” domain expertise in (Document Control/Change Management & Process Automation) through packaged products for the SharePoint platform:

Rapid time-to-business solutions.

Configurable product, not a “service-ware” approach.

Secures “human” investments made in SharePoint by using the same use model and look and feel.

Enables companies to seamlessly enforce their business processeswhile leveraging already made investments in infrastructure and training.

ShareVis is built for SharePoint NOT ported to SharePoint. Runs completely within WSS with no need for an external server.

Seamlessly extends the WSS “use-model”.


ShareVis Workflow DesignerScalable Functionality with intuitive use-model

Integrates seamlessly and

transparently with SharePoint.

Swim lane design with mapping to

groups in SharePoint for selection

of performers e.g. “Manager”

maps to the “Managers Group”

from the SharePoint site.

Flexible Assignments: “Single Task”, do something and

continue.

“Approval Assignment”, provide a

disposition (Approve/Reject).

Team Assignments with voting, all, one or

%-age.

Sub-Processes

Auto Assignments

Powerful monitoring


ShareVis Workflow Designer

Powerful workflow logic with SharePoint

attribute control

Customizable notifications with due dates,

over due notifications, and configurable “nag”

features, i.e. reminders.

Conditional workflow transitions.

If approved by, if rejected by.

If <value> is…

Process Synchronization operations like

AND, XOR, and conditional Loops and Sub-

Loops, i.e. Sub-Processes provide great

control and configurability.

Attributes in SharePoint, i.e. “columns” like

document meta-data or form values can be

used in the workflow for conditional

transitions.

Phone: 760 230 2771

ShareVis DocEx

Powerful Document Control

Automatic: Revisioning

Document Numbering

Status reporting

Document History

Update office documents Watermarks in documents

Have ShareVis process automatically

update information in a document: Revision

Document Numbering

Status information

Copy approved documents to

read only libraries and Internet

sites

Email notifications and

document distribution

SharePoint Reporting


ShareVis FormEx – Forms AutomationExtends SharePoint with web forms and workflow-based approval.

Use pre-defined workflow processes in combination with forms.

Forms defined using InfoPath + ShareVis extensions for the process activities.

Participants in the process use a „thin-client‟form (only need a web browser).

Handle conditions and transitions based on the attributes of the form.

Visibility to form information based on „role‟ (participants only see relevant information).

Powerful look-up of information in external systems and databases -> use ShareVis FormEx as front-end to legacy systems.


ShareVis FormExFull control over all forms and processes including metrics and reporting


ShareVis Workflow Designer Plug-inExtends the workflow with programmatic Activities or Tasks

ShareVis workflow “plug-ins” extend the process with

user defined programmatic activities or tasks.

Go beyond a human-to-human workflow process with

human-to-system or system-to-system activities:

Get started with ShareVis „off-the-shelf‟ template

driven plug-ins that:

Generates the next unique “document number”

Changes the “revision”

Set‟s the “effective date”

Generates a PDF version of the document

Copies the released document to another library,

Execute other programs

Write or read information from data sources

Deploy „custom‟ plug-ins that:

Exchanges information between SharePoint and legacy

systems.

“Transfers” the document to the back-end PDM solution.

Updates external systems at certain steps in the process.

Invokes ShareVis processes based on externally triggered

events, i.e., support requests, order entry forms, etc.

Phone: 760 230 2771

Plug-in Example: Document Generation

Configure document content

automatically, review and auto

generate PDF

legal documents

Work Instructions, etc.

Email: [email protected] Copyright ShareVis 2007


Configurable Notification Via Email (and Approval)With embedded process history and direct link to task list

Assignee is notified via an email.

Text in email is completely configurable by the process author

Embedded link (URL) in email provides “single click” access to task list

Process history displayed in email

Configurable “off-line” approval via email forDocuments/Forms


Out of office delegation


Full tracking and historyWho did what when?


ShareVis AdminFull control over all processes including metrics and reporting

Administrator has full control over all

processes

Edit, Cancel

Force Completion with Approval or

Rejection

Re-assignments

Individual process or “bulk”

Report by exporting to Excel,

SQL Reporting Services or

ShareVis Dashboard


ShareVis uses SharePoint as a Platform, e.g. the workflow

updates the status attribute and the Microsoft Office Web Part

accesses the SharePoint list creating a Status Chart…


Reports via SQL Reporting Services


Reports via ShareVis Dashboard


Next Steps

See Your Own Process in Action

We will implement a process you select

Demo it to the process stakeholders

See it work and then you decide…


Thank you!