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8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
SharePoint for Business Process ManagementAn introduction to SharePoint capabilities that support business process management requirements
Black Blade Associates, [email protected]+1-703-260-1111
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
About Eugene Rosenfeld CTO, Black Blade Associates Two-time SharePoint MVP
www.BlackBladeInc.com twitter.com/erosen03 ThingsThatShouldbeEasy.blogspot.com [email protected]
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
About Black BladeSpecialize in SharePoint document and records management, information architecture, distributed systems, and systems integration
www.BlackBladeInc.com twitter.com/BlackBladeInc www.blackbladeinc.com/pages/blog.aspx [email protected]
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
About this presentation Session is best suited to non-technical
or semi-technical business process management professionals
Focusing on:Capabilities Usage scenariosRequirementsOOTB capabilities
No code or configuration
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
About You How are you using SharePoint today? Do you have a particular problem
you’re hoping this presentation can help you address?
If you could make just one problem go away by snapping your fingers, what problem would that be?
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Overview SharePoint 2010 primer What does process management mean
to you? Aspects of process management and
their implementations, with demos
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
SharePoint 2010 Primer
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
SharePoint Core Capabilities
Where is BPM?
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Product vs. PlatformProduct Platform
Usage scenarios Applications Install and use
Tools Building blocks Install, build, use
Because SharePoint has no out of the box “BPM” function, we will deal with SharePoint as a platform.
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Building SharePoint Solutions Web user interface SharePoint Designer Visual Studio
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Two Sides of BPMProcess Design Process Execution
Defining “what is the process”
Done once for the process as a whole
Fixed-cost effort
Doing things to make the process “go”
Done every time we need to go through the process
Marginal-cost effort
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Comparing the Build Options
Option CapabilityInitialCost
Marginal
Cost Best for
Web user interface Basic $ $$$ Regular or
Power users
SharePoint Designer Moderate $$ $$ Power Users
Visual Studio Advanced $$$$ $ Developers
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Option CapabilityInitialCost
Marginal
Cost Best for
Web user interface Basic $ $$$ Regular or
Power users
SharePoint Designer Moderate $$ $$ Power Users
Visual Studio Advanced $$$$ $ Developers
Why is SharePoint so Popular? Regular users can do so much with the
web user interface, without developers or DBAs
Office integration
Option CapabilityInitialCost
Marginal
Cost Best for
Web user interface Basic Moderate $ $$$ Regular or
Power users
SharePoint Designer
Moderate Advanced $$ $$ Power Users
Visual Studio
Advanced Unlimited $$$$ $ Developers
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
SharePoint Structures
SitePages• Display
content
Lists• Store
spread- sheet-like data
Libraries• Store and
control access to documents
Sub Sites• Provide
additional data partitions
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
DemoCreate a new SharePoint site, with lists, libraries, and pages
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Aspects of Process Management
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
What does BPM mean to you? Process design Data capture and management Automation (workflow) System integration Process tracking Reporting
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Process Design Determine
Start and end of a processProcess states and transition requirementsData required to drive the process
Visio is usually the tool of choice
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Demo
Use Visio to create a sample process diagram and upload to SharePoint site
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Data Capture and Management Define
The data elements to captureValidation
ImplementCreate a storage for the dataCreate user interface for C.R.U.D.
Use lists, libraries, fields, and content types
SharePoint manages data much more “loosely” than a relational database
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Demo
Create a site column and content type to hold some data we need for our process
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Process Tracking and ReportingProcess Tracking Reporting
Get insight into the execution of a single instance of a process What step / state is
the process instance currently in?
What states did the process instance take to get into its current state?
What data is associated with each state for the process instance?
Get aggregate information about all of the instances of a business process Min, max, average time to
complete a process Process step with the
longest duration 10 users taking the longest
time to complete a process
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Process Tracking Web parts Visio
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Sample Process Tracking
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Reporting SQL Server Reporting Services Excel Services SharePoint KPIs / Dashboard PerformancePoint services
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Sample Excel Services
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Automation (workflow) Assists with
Change management / approvalData managementData / process validationSystem integration
Created usingSharePoint DesignerVisual Studio3rd party tools
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Demo
Use SharePoint designer to create a simple workflow to set a field value on a list item based on other field values
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Systems Integration Several options
Business connectivity services (BCS)○ SharePoint Designer○ Visual Studio
Dataform / dataview web partCustom web partXML Viewer / RSS web parts
Recommend starting out with BCS or RSS / XML web parts
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Demo
Create a BCS connection to an external database using SharePoint Designer and explore how to interact with the data
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Closing
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
Summary Think of SharePoint as a platform for
BMP, not as a BMP application Start slow. Pick 1 non-critical process to
pilot. Rinse and repeat
8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111
About Black BladeSpecialize in SharePoint document and records management, information architecture, distributed systems, and systems integration
www.BlackBladeInc.com twitter.com/BlackBladeInc www.blackbladeinc.com/pages/blog.aspx [email protected]