Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential1 Within Internet Explorer: 1.Turn on your computer’s sound 2.Select Browse->Full Screen 3.Then press any key on your keyboard Within PowerPoint 1.Turn on your computer’s sound 2.Press F5 3.Then click any key on your keyboard To View This Presentation

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential2 An Introduction to ShareVis Business Proposition IT Positioning Uses Usage Example Workflow Definition Next Steps Presented by Russ Blaesing

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential3 Business Proposition ShareVis products help companies around the world improve their operations by routing documents and forms through electronic workflows which, in turn: Accelerates the review and approval processes Provides easily accessible, actionable information Compels individuals and teams to act Faster product introduction and customer service Provides automated recordkeeping and accountability Lowers the cost of document and forms processing Provides business intelligence for continual performance improvement

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential4 Windows Server 2003 ShareVis Architecture ShareVis leverages & runs on Windows SharePoint Services (WSS) Use Model, Look and Feel Robustness Scalability Infrastructure ShareVis adds Process-based Information Management Configurable product, not “service-ware” Enables seamless enforcement of business processes ShareVis is built for SharePoint Together, SharePoint and ShareVis increase the rate and reliability of your business processes IISSQL Server Windows SharePoint Services (WSS) User management Permissions Standard document functionality: check in / check out Versioning, etc.. Search FREE Workflow Engine (ShareVis) ShareVis FormEx™ ShareVis DocEx™

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential5 Complementing Enterprise Systems Provides department/division specific workflow capabilities Tie ShareVis to existing enterprise systems Business Processes Within Existing Enterprise System (ERP, PLM, PDM) SalesEngineeringFinance...

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential6 DocEx and FormEx Workflow Document (DocEx) & Forms (FormEx) Workflow Comprises The roles and processes for information creation/modification Route Information based on complex document/form & role criteria Execution and tracking the process 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 Compelling role-players to act on the document Keeping resulting documents and forms well organized Flowing documents and form data to other systems/sites Track/Review/Analyze/Refine the process  Faster, more reliable functioning of your business

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential7 Example Uses DocEx™ Contracts Engineering Drawings Specifications Financial Reports Resumes/Job Apps. Request for Proposal Marketing Collateral Audio/Video FormEx™ Engineering Change Purchase Requisition Quotation ISO 9000/APQP/TS Order Entry IT Service Requests Expense Reports Travel & Time Off Request

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential8 DocEx Workflow Example

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential9 Starting a Document Workflow Starts a DocEx workflow

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential10 Getting it Moving

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential11 Keeping It Moving Configurable text “One-click” access Process History

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential12 What’s On Your Plate Task List

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential13 Getting Buy-In

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential14 Who Did What, When?

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential15 FormEx Workflow 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). Starts a FormEx workflow

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential16 ShareVis Workflow Designer Swim lane Drag-n-drop

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential17 Example: 3 Level Approval Process Engineer, Technician and Supervisor approve document before it continues to Manager and Manager Eq Eng. One from each of Manager and Manager Eq Eng needs to approve document before it continues to Doc & Training Coord. If Doc & Training Coord approves the document then it continues to Doc Control. Doc Control updates meta data and approves final step. Any rejection along the process returns document to initiator. Notifications alert Initiator of the decisions.

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential18 Ad-Hoc Router Light-weight, browser-based, workflow definition Highly User-Accessible Route any “list item” managed by SharePoint with steps like: Activities – where someone adds something and moves the process forward. Approvals – where a disposition is rendered. Notifications – s sent Example: route an event for approval before posting

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential19 ShareVis Ad-Hoc Router

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential20 Plug-ins

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential21 Summary Compelling business case Speed routing and approval of docs/forms Accountability, recordkeeping, info access. Improved business intelligence and processes Ease of integration, design and use Complements and leverages existing enterprise systems More nimble solution for departmental needs Priced for departmental budgets

Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management Click any key to pause 11/15/2005Confidential22 Next Steps Thank You! Contact me: (Ann Arbor, MI)