Unlock The Power of Your Business Processes Demystifying Workflow Solutions Gonzalo Marcos Nintex EMEA Technical Evangelist @_ShareGon

Gonzalo Marcos Nintex Technical Evangelist 9+ years SharePoint 11/18/2018 10:20 AM Gonzalo Marcos Nintex Technical Evangelist 9+ years SharePoint Systems Admin, SharePoint Consultant & Admin Travel, Running, running and running…

Process automation? Any process? Source: https://businessplatform.microsoft.com/en-us/ Is it enough? When to use what? Process automation? Any process? When should we consider other options? What to look for outside this platform for your WF solution

Agenda Intro Workflow Vs Workflow Solution How to Design your Workflow (Forms and Mobile: Your Workflow UI Solution) Q&A

Workflow vS workflow solution Data Input Connectivity Mobility Data Output Monitoring

What is a Workflow? A series of activities that are necessary to complete a task Set of structured actions around a process It’s the logic of the process we are automating  The logic of our Process-Driven Business App Set of rules, alternatives and calculated values in response to an external action A Workflow coordinates people, content and systems

What is a Workflow Solution? Data Input Connectivity Mobility Data Output Monitoring

What is a Workflow Solution? Data Input Connectivity Mobility Data Output Monitoring Data collection for the Workflow Interaction with End User Form  UI for WF

What is a Workflow Solution? Data Input Connectivity Mobility Data Output Monitoring

SharePoint/Office 365 – They are not alone

Workflow Solutions – Connectivity 11/18/2018 10:20 AM Workflow Solutions – Connectivity Intranet, Collaboration HR Portal Partnerportal Salesportal The Way Into a Modern World Wie schaut nun so ein hybridszenario aus?

What is a Workflow Solution? Data Input Connectivity Mobility Data Output Monitoring End User expectations Nice to Have MUST have

What is a Workflow Solution? Data Input Connectivity Mobility Data Output Monitoring SP Lists is not the only data repository Paperless Office  Document Generation scenarios

What is a Workflow Solution? Data Input Connectivity Mobility Data Output Monitoring Identify bottlenecks/errors Process Design continuous Improvement Process Metrics

What is a Workflow Solution? Design Data Input Connectivity Mobility Data Output Monitoring

How to design your Workflow Requirements and Solutions

What do we need to design a Workflow? Workflow designer tool

What do we need to design a Workflow? Workflow designer tool Toolbox of Actions Interaction with the end user (Tasks!) Operations Logic and Flow Control Actions inside the platform Actions outside the platform  Integration

What do we need to design a Workflow? Workflow designer tool Toolbox of Actions Triggers and Connectors Manual Start Start Events (in SharePoint… or not!) Conditional Start On a Schedule Programatically From another WF From any legacy system From my custom API

What do we need to design a Workflow? Workflow designer tool Toolbox of Actions Triggers and Connectors Workflow engine Platform, Infrastructure and Resources On prem? Cloud? Hybrid?

What do we need to design a Workflow? Workflow Designer Tool Toolbox of Actions Triggers and Connectors Workflow Engine

Solutions for WF Design Microsoft Solutions Online Automation Tools Workflow Content Automation BPM Platforms

11/18/2018 10:20 AM Microsoft Flow Microsoft Flow is a technology built on LogicApps that can connect to several online services helping people to raise their everyday personal productivity automating simple activites. Connectivity to 75 cloud services

Flow – Pros SharePoint Integration Visual Designer Templates Connectors Custom Connectors Flow on the Go - PowerApps

Flow – SharePoint Integration

Flow – Visual Designer

Flow – Templates

Flow – Connectors

Flow on the Go – Buttons & PowerApps

Flow – Cons Only available as a cloud service No migration from SPD Limited task capabilities No error handling User centric Short lifecycle

Sequential Vs Distributed Processes JOB ADVERTISEMENT Hiring manager completed job requisition and sends for approval HR and head of business group review job requisition Job requisition approved Publish the open position on multiple job boards Standardized Nintex forms to capture all the feedback Pre-scan candidates and set up onsite interview Schedule 1:1 interviews and gather feedback Review collated feedback Hire candidate? HR assessment Manager feedback Peer feedback YES NO Send notification INTERVIEW COORDINATION EMPLOYEE ONBOARDING Generate offer letter and new hire forms Maintain employee records Update HR/Payroll database Notify IT for onboarding Changes requested

Sequential Vs Distributed Processes Start No No Manager Proposes candidate HR Creates Contract IT integrates accounts Notify everyone ok ok ok End Start

Sequential Vs Distributed Processes

Sequential Vs Distributed Processes

Solutions for WF Design Microsoft Solutions Online Automation Tools Workflow Content Automation BPM Platforms

The Business Process Pyramid. BPM Vs BPA + The Business Process Pyramid. BPM Vs BPA Process numbers Process type Audience Focus BPM & ERP Critical processes Process professionals Developers Compliance, Documentation, Analytics $$$$$ $$$ Enterprise Everyday Process Operational Processes Business Users Process Pros IT Pros Developers Time to Value Fast ROI Ease to use $$ Personal processes $ Personal productivity Business Users

The Business Process Pyramid. BPM Vs BPA + The Business Process Pyramid. BPM Vs BPA Process numbers Process type Audience Focus BPM & ERP Critical processes Process professionals Developers Compliance, Documentation, Analytics $$$$$ $$$ Enterprise Everyday Process Operational Processes Business Users Process Pros IT Pros Developers Time to Value Fast ROI Ease to use $$ Personal processes $ Personal productivity Business Users

summary

In Summary... WF solution is not just the WF design Workflow Data Input Connectivity Mobility Data Output Monitoring WF solution is not just the WF design Understand your processes  BPM Vs BPA There are lot of tools/solutions/platforms Not every solution is the right one for you Set up your requirements and expectations and choose wisely!

Domande? Q & A