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

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

4. Process automation? Any process?
Source:
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

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

6. Workflow vS workflow solution
Data Input
Connectivity
Mobility
Data Output
Monitoring

7. 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

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

9. 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

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

11. SharePoint/Office 365 – They are not alone

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

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

15. 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

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

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

18. How to design your Workflow
Requirements and Solutions

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

20. 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

21. 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

22. 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?

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

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

25. 11/18/ :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

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

27. Flow – SharePoint Integration

28. Flow – Visual Designer

29. Flow – Templates

30. Flow – Connectors

31. Flow on the Go – Buttons & PowerApps

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

33. 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

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

35. Sequential Vs Distributed Processes

36. Sequential Vs Distributed Processes

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

38. 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

39. 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

40. summary

41. 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!

42. Domande?
Q & A