1. Stop Reinventing the Wheel
Unleash the Power of Business Process Automation with SPD Workflow

2. { } Jim Bob Howard Passions: Connections and Collaboration
23 years of software/web development for EDS, GE Capital, IBM, and several small businesses
9 years with SharePoint
Ministry Director, Magazine Editor, Actor, etc.
Passions: Connections and Collaboration
Director, SharePoint Practice
Nashville
Blog:
Husband of 1, Father of 4 + 1
Grandfather of 1
Speaker
{ }
Business Technology Summit, TECH Talks – Nashville, SPTechCon, SharePoint Fest, SharePointaloosa, Baltimore PM Conference, SharePoint Saturday: Austin, Cape Town, Chevy Chase (DC), EMEA, (Persian) Gulf, Houston, India, Nairobi, Nashville, New Orleans, New York, San Antonio, Philadelphia, Reston, Salt Lake City, The Conference (DC), Virginia Beach, UnStuck Nashville, Promoting Professionalism Jones College of Business, Tennessee Recruiters Association, Nashville Association of Sales Professionals, Operation Stand Down Tennessee
Author
Organizer

3. Zone of Genius Zone of Genius Zone of Excellence Zone of Incompetence
The Big Leap: Conquer Your Hidden Fear and Take Life to the Next Level by Dr. Gay Hendricks —
Zone of Incompetence
Zone of Competence
Zone of Excellence
Zone of Genius

4. How to Keep People in Zone of Competence
Require them to do things that are not in their Zone of Genius
Project Management, Expense reports, Vacation requests, Clock in/out
Incentivize them into habits that keep them from it
Clock-watching
After-hours text/ asking for information
Require them to make the same decision over and over
Approve documents that meet certain criteria
Proofread proposals, look up information, search
Use decision-making energy on things that don’t matter
What do Steve Jobs, Albert Einstein, Mark Zuckerberg have in common?

5. How to Stay in the Zone of Genius
Only do what only you can do
Delegate tasks that are someone else’s Zone of Genius
Automate good decisions
Don’t waste time remaking the same decisions
Don’t waste other people’s time remaking your good decisions
Or theirs
Get back into your zone of Genius

6. Automate your Good Decisions
Microsoft Flow
Great for connecting to disparate system
Not fully-baked, but getting there
SharePoint Designer (SPD) workflows
Great for managing information in SharePoint
Simple processes to more complex

7. SharePoint Designer
FREE Download:

8. Business Process

9. Business Process

10. Business Process

11. Business Process

12. Business Process

13. SPD Workflow

14. Governance Approval for site creation
Guardrails for list creation and deletion
Process for reviewing content on a regular basis
Tasks to gather more information
Notification s, with links to items
Permissions updates to disallow certain actions

15. Project Management Create PMIS site for a project
Calculated Columns for PMI indices
Highlight content that needs attention through KPIs
when a project is close to completion
when a project exceeds a certain threshold
Create tasks based on project status changes

16. Site creation, modification, and destruction
REST services – “Working with Lists and List Items”
App Step for anything by GET

17. Caveats A workflow runs as the user who “triggered” it
Manual, Creation, Change
A workflow can perform elevated tasks using an App Step
Using App Permissions
Gear -> Site settings -> Manage site features -> Workflow can use app permissions
Gear -> Site settings -> Site app permissions ->
Only as high as the user who publishes it

18. Pro-tips No search in the interface Debugging
Self-document using Stages/Steps
Suspensions will tell you the Stage/Step that caused them
Errors won’t
Debugging
Log to history (250 character limit) or another list
Add a debug flag to Initiation Parameters to turn logging on/off
Wrap in condition (If 1 equals 0) to skip a step without losing it
Use a Dictionary (read: JSON object) to track changes
Dictionaries can be output as Strings
Strings can be read as Dictionaries
To reuse, abstract server by using Workflow Context variables
Current Site URL
Current Item URL

19. Business Process Automation
Stop reinventing the wheel and
get back to your Zone of Genius!

20. THANK YOU SPONSORS!!!

21. SharePint 4PM - ? 51 North Taproom https://www.51northtaproom.com/
704 51st Ave N
Nashville, TN 37209

22. SharePoint & Office 365 Users Group NashvilleSUG.com

23. Q&A Thank you! t) @jbhoward e) JimBob.Howard@JourneyTEAM.comb)
JourneyTEAM
1624 Westgate Cir., Ste. 175
Brentwood, TN 37067
Q&A

24. { } Jim Bob Howard Passions: Connections and Collaboration
23 years of software/web development for EDS, GE Capital, IBM, and several small businesses
9 years with SharePoint
Ministry Director, Magazine Editor, Actor, etc.
Passions: Connections and Collaboration
Director, SharePoint Practice
Nashville
Blog:
Husband of 1, Father of 4 + 1
Grandfather of 1
Speaker
{ }
Business Technology Summit, TECH Talks – Nashville, SPTechCon, SharePoint Fest, SharePointaloosa, Baltimore PM Conference, SharePoint Saturday: Austin, Cape Town, Chevy Chase (DC), EMEA, (Persian) Gulf, Houston, India, Nairobi, Nashville, New Orleans, New York, San Antonio, Philadelphia, Reston, Salt Lake City, The Conference (DC), Virginia Beach, UnStuck Nashville, Promoting Professionalism Jones College of Business, Tennessee Recruiters Association, Nashville Association of Sales Professionals, Operation Stand Down Tennessee
Author
Organizer