Colin Phillips :: SharePoint Consultant with Introduction to Nintex Workflow 2010

Profile: Colin Phillips  Who I Am : Colin Phillips  My Experience : 12 Years in Technology  Today: IT Consultant/SharePoint Consultant (with itgroove)  Originally: 7 Years Developing Software - 5 yrs at Cognos (Now IBM) in Ottawa  Most Recent 5 Years Have Been A Mixture of Software Development, IT Systems Management, and as a Client Consultant (for Systems Integration, Including Automated Workflows)  VCP, B.Sc. in Computer Science from UVic  My Blog – mmman.itgroove.net  Where to learn more: 

SharePoint is Amazing, Why Nintex?  We don’t. SharePoint workflows are great, and you never need anything more  Of course, you’ll probably need to hire a developer to be able to do them right  Or you simply don’t care about being able to read and interpret what you’ve produced and pass that knowledge along to the maintainer  And you probably need to have a PhD just to translate something simple into SharePoint  “Nintex Workflow 2010 looks good, but how much of it is just a nicer reworking of functionality that SharePoint already provides (e.g., site workflows, reusable workflows, the use of InfoPath for workflow startup forms and task forms)?”  Everything you’re about to see on the upcoming slides:  Is not delivered by SharePoint out of the box  Is not offered by SharePoint Designer  Is not offered by Visio

Nintex to the Rescue  Design, Deploy, and Manage Everything from within SharePoint  Start in SharePoint, stay in SharePoint while designing  Draw and configure at the same time  Easy to Learn, Master, and Use  Easy drag-and-drop graphical designer  One ribbon to set everything in an action  Lazy Approval™ lets you complete a task with an reply (even via mobile )  Track and Analyze Everything  Workflow progress & performance statistics  Step-by-step profiling  Complete audit trail - Audit completions & cancellations  Easy Work Reuse  Can easily import/export workflows and parts of workflows (easily migrate from Dev to QA to Production)

Nintex’s Logic & Connectivity  Real-World Workflow Logic  Loops  ForEach Iterations  State Machines  Switches  Conditional start rules  Scheduled workflows  Reach More SharePoint Functions, External Applications (Most are Enterprise only)  Word & Excel Services  User Profiles  Business Connectivity Services  Exchange Server  Windows Server Active Directory  Microsoft CRM  And Many More

Nintex Workflow’s Contribution What Nintex Adds to SharePoint Workflow Graphical designer 100+ actions Management tools 20 Pre-built WF Templates What Nintex Does to SharePoint Workflow Makes it truly easy Makes it truly powerful Lets it model “real” work Makes it governable Brings it to everyone This tool can be used by anyone from an admin assistant, to an experienced developer (and anyone in-between)

Put another way, if you take Nintex Workflow away from SharePoint, you can’t…  Implement “real” workflow logic without code  Start workflows based on conditions  See all workflow activity across multiple sites  See which users have the heaviest workloads  Put workflow changes though an approval process  Approve requests/complete tasks while offline  Complete tasks from a mobile device without development  Change a workflow without returning to one or more extra apps  Keep your workflow from looking like a code flowchart  Save and reuse pieces of one workflow in another  Schedule workflows  Reach out to external data or SharePoint service apps  Design workflows quickly and easily  Offer workflow to everyone

Demo – While You Were Out

Demo - Requirements -Take a message for a user (add this to a SharePoint list) -List Fields include: -Recipient -Contact details (phone number, address, etc.) -Contact by ( , phone, etc.) -What is the message -If it’s business related -Send an to the recipient notifying them of the message -Have them respond to the message with “Thanks” to acknowledge receipt of the message -If the isn’t handled within 1 hour, and it’s business related, inform the manager of the message

Editions & Pricing Approximate pricing for Nintex Workflow 2010 Examples of “Enterprise only” features include:  Word & Excel Service Integration  User Profile Management & Account Provisioning  Business Connectivity Services EditionLicensing RulesList Pricing (Approx) – Must also buy Software Assurance (1 ~20%) WorkgroupLicensed per server (WFE), Max of 5 sites (not site collections) $3,000 (USD) StandardLicensed per server (WFE), Unlimited sites $8,750 (USD) Enterprise – Includes many “Enterprise only” features Licensed per server (WFE), Unlimited sites $17,500 (USD)  Exchange Server Integration  Windows Server Active Directory  Microsoft CRM Integration

In (Brief) Summary… Nintex Can:  Implement “real” workflow logic without code  Save and reuse pieces of one workflow in another  Change a workflow without returning to one or more extra apps Nintex Enables Workflows in SharePoint to:  Be truly easy and powerful  Be governable  Bring workflow to everyone

Q&A + Contact Any Questions? Contact Details: Colin Phillips itgroove.net Nintex: