1. www.SharePointSaturday.org/johannesburg #SPSJHB Planning for Workflow and Business Process Improvement Presented by: Marc Lenferna de la Motte Independent Consultant 26 February 2011

2. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna ABOUT ME – ECM and Workflow Consultant – Principal Consultant at Lenferna Consultant – AIIM Certified SharePoint Practitioner (Masters soon) – Specialised in SharePoint over the years since early days 2003 – MCTS – Passionate about Sailing!

3. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna PROBLEM – Business inefficiency – Content – Unknown Processes – User Frustration

4. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna AGENDA Problems BPI and Workflow LifecycleSuccess Learning Tips

5. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna

6. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna – Optimise – Efficiency – Quality – Productivity – Timeliness – Provides competitive advantage – Employee satisfaction BPI OBJECTIVES

7. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna BPI – Simplify

8. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna Don’t over-complicate Breakdown into smaller activities Improve the process Design with End User in mind Set your Benchmarks and Goals You will re-evaluate BPI SUMMARY

9. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna Sequence of connected steps Activities and Tasks Series or Parallel WHAT IS WORKFLOW

10. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna Enterprise Content Management Automated Content Filing Business Rules Approval and Routing of Content Publishing of Content (WCM) Content Authoring and Reviewing SOME WORKFLOW USES

11. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna Capture Process Analysis and Discovery Development Monitor and Reporting Improvement SharePoint ECM Best Practices People SHAREPOINT BPI LIFECYCLE MODEL

12. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna WORKFLOW REDESIGN

13. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna Business Analyst/Process Designer Designer/IW/Power User Professional Developer Design skeleton workflow processes View workflow visualizations Declarative Workflows Code Workflows Event Receivers Custom Activities.vwi.wsp.vwi -X- SHAREPOINT WORKFLOW TOOLS CONTINUUM

14. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna Visio has SharePoint Workflow template – Allows you to create workflow design in Visio – Workflow can be exported to SharePoint Designer WORKFLOWS USING VISIO 2010

15. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna Demo Time!

16. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna BUILD FOR SUCCESS

17. www.SharePointSaturday.org/johannesburg #SPSJHB @marclenferna SharePoint ECM – Decide on content that requires processes BPI – Analyse the business process and refine Workflow – Take TO-BE process from BPI Phase and create SharePoint Workflow SUMMARY

18. www.SharePointSaturday.org/johannesburg #SPSJHB Thank you for your time Jhb! Please don’t forget to fill in your evaluation forms!