1. http://www.sharepointmn.com Meeting # 76 http://www.sharepointmn.com Meeting # 76 Welcome to the Minnesota SharePoint User Group March 9 th, 2011 Workflow and Business Process Automation Phil Jirsa, Veasnar Yem, Raymond Mitchell

2. http://www.sharepointmn.com Meeting # 76 http://www.sharepointmn.com Meeting # 76 Agenda Introductions Crawl, Walk, and Run Out of the Box Workflows SPD Workflows + Visio 2010 Break Visual Studio Workflows 3rd Party Options http://www.sharepointmn.com

3. Meeting # 76 http://www.sharepointmn.com Meeting # 76 User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions

4. http://www.sharepointmn.com Meeting # 76 http://www.sharepointmn.com Meeting # 76 Introductions – MNSPUG Sponsors Avtex (www.avtex.com)www.avtex.com Technology consulting company Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com)www.benchmarklearning.com Training on many technologies Microsoft (www.microsoft.com)www.microsoft.com Wrox Press (www.wrox.com)www.wrox.com http://www.sharepointmn.com

5. Meeting # 76 http://www.sharepointmn.com Meeting # 76 www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations info@sharepointmn.com www.sharepointmn.com http://www.sharepointmn.com

6. Meeting # 76 http://www.sharepointmn.com Meeting # 76 Social Networking Linked In group – The most interactive… includes job postings… – http://www.linkedin.com/groups?gid=1878792 http://www.linkedin.com/groups?gid=1878792 Facebook group – http://www.facebook.com/home.php?#/group.php?gid=27333305456 http://www.facebook.com/home.php?#/group.php?gid=27333305456 Twitter: @MNSPUG and #MNSPUG http://www.sharepointmn.com

7. Meeting # 76 http://www.sharepointmn.com Meeting # 76 Upcoming Schedule Next Meeting April 13 th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topic: TBD Check www.sharepointmn.com for updates!www.sharepointmn.com Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com

8. Meeting # 76 Local Events SharePoint Saturday – April 9, 2011 Normandale Community College Schedule, Sessions Details available at: http://www.sharepointsaturday.org/twincities

9. http://www.sharepointmn.com Meeting # 76

10. http://www.sharepointmn.com Meeting # 76 Conferences Best Practices Conference – Nowish http://www.bestpracticesconference.com La Jolla, CA http://www.bestpracticesconference.com SharePoint Connections – March 27-30th, 2011 http://www.devconnections.com/conf/default.aspx?s=162 Orlando, FL TechEd, North America – May 16-19th, 2011 http://northamerica.msteched.com/ Atlanta, GA

11. http://www.sharepointmn.com Meeting # 76

12. http://www.sharepointmn.com Meeting # 76 Books

13. http://www.sharepointmn.com Meeting # 76 Quick Intro Raymond Mitchell – Senior SharePoint Consultant – Author – Dad & Packers Fan

14. http://www.sharepointmn.com Meeting # 76 Quick Intro Phil Jirsa – SharePoint Consultant – MCTS – WSS and MOSS Development – Water Ski Fanatic

15. http://www.sharepointmn.com Meeting # 76 Quick Intro Vish Yem – SharePoint Consultant – MCTS: WSS and MOSS Development – Dog owner

16. http://www.sharepointmn.com Meeting # 76 Crawl, Walk, Run…

17. http://www.sharepointmn.com Meeting # 76 Business Process & Workflow Replace manual business processes or steps with automated steps and flows

18. http://www.sharepointmn.com Meeting # 76 Business Process & Workflow Crawl: Introduce simple list and InfoPath forms Use out of the box workflows

19. http://www.sharepointmn.com Meeting # 76 Business Process & Workflow Walk: Introduce SharePoint Designer workflows Introduce 3rd Party workflow tools Use Visio Services to visualize business processes

20. http://www.sharepointmn.com Meeting # 76 Business Process & Workflow Run: Develop more robust workflows,.NET workflows, integrated systems Custom.NET Actions and Conditions for SharePoint Designer

21. http://www.sharepointmn.com Meeting # 76 Business Process & Workflow Other Notes: Don’t attempt to fully automate every step of every business process. Evaluate which steps are appropriate and stop there. Take the time to analyze potential ROI from process automation

22. http://www.sharepointmn.com Meeting # 76 Business Process Automation You already have it. What is the #1 tool?

23. http://www.sharepointmn.com Meeting # 76 Why Workflow? One Truth Flexibility Auditability

24. http://www.sharepointmn.com Meeting # 76 SharePoint Workflow OOB SharePoint SharePoint Designer + Visio Visual Studio

25. http://www.sharepointmn.com Meeting # 76 Basic Workflow Capabilities Start Workflow Manually or Automatically Visibility into Running Workflows Collection of Historical Workflow Data – Status of approval, errors,… Stop (or Terminate) a Running Workflow Tight Integration with Office

26. http://www.sharepointmn.com Meeting # 76 Understanding The Workflow Timeline Association – When a workflow is associated with a list – Data can be associated with the workflow Initiation – When the workflow is first started on a list item – Data can be associated with the instance of the workflow Running – Status page reflects state of the workflow – User primarily interacts via Tasks Termination – End an instance of a workflow Remove Association AssociationInitiationRunningTermination Remove Association

27. http://www.sharepointmn.com Meeting # 76 Out of the Box New Site Level Workflows Customizable with SharePoint Designer Visualization with Visio 2010 SharePoint Designer Parallel Execution Paths Reusable Workflow Visualization/Design with Visio Exportable to Visual Studio Visual Studio Workflow Built-in Deployment/Debugging Tools Workflow Events Pluggable Workflow Services

28. http://www.sharepointmn.com Meeting # 76 Lists and Libraries Lists Approval Collect Feedback Collect Signatures Disposition Approval Three State* Translation Management Out of the Box * SharePoint Foundation

29. http://www.sharepointmn.com Meeting # 76 Out-of-the-Box Workflows DEMO

30. http://www.sharepointmn.com Meeting # 76 SharePoint Designer 2010 Redesigned for SharePoint 2010 New UI Only Compatible with SharePoint 2010

31. http://www.sharepointmn.com Meeting # 76 SharePoint Designer 2010 Create Reusable Workflows Import/Export to Visio New Workflow Designer Wizard

32. http://www.sharepointmn.com Meeting # 76 SPD + Visio 2010 DEMO

33. http://www.sharepointmn.com Meeting # 76 BREAK Sorry… BYO Coffee and Donuts today.

34. http://www.sharepointmn.com Meeting # 76 Custom.NET Workflow Bring in the Reinforcements! You are here because: – Missing Specific Feature – SharePoint Designer Missing Action – Custom Data or Actions Needed – Existing Windows Workflow Investment – State Machine Workflow Requirement – Expose the Full Power of.NET Word of Warning – There is a steep learning curve

35. http://www.sharepointmn.com Meeting # 76 Custom.NET Workflow – The Platform Windows Workflow Foundation Its not just a SharePoint Platform – Built into.NET 3.0

36. http://www.sharepointmn.com Meeting # 76 Workflow – Platform Implications Workflow a Core.NET Feature – Workflow can be ‘hosted’ anywhere – SharePoint was Microsoft’s first host (CRM 4 uses it now too) Custom applications can host it as well Standardized Format – XML based file format (XOML) Widespread Availability

37. http://www.sharepointmn.com Meeting # 76 Visual Studio DEMO

38. http://www.sharepointmn.com Meeting # 76 3 rd Party Options

39. http://www.sharepointmn.com Meeting # 76 3 rd Party Options Two major players

40. http://www.sharepointmn.com Meeting # 76 3 rd Party Options Expand workflows beyond SharePoint Designer Implement workflow logic without code Rich visual designer from SharePoint

41. http://www.sharepointmn.com Meeting # 76 K2 blackpoint Larger installation footprint Runs outside of SharePoint – Process Portals – K2 Worklist Maintains data within own database – Detailed reporting Error handling SmartObjects K2 Studio – Alternate designer

42. http://www.sharepointmn.com Meeting # 76 Nintex Small installation footprint Start in SharePoint, stay in SharePoint Document assembly and conversion User Defined Actions (UDA) Lazy Approval Workflow change approval

43. http://www.sharepointmn.com Meeting # 76 Nintex DEMO

44. http://www.sharepointmn.com Meeting # 76 Recap Factors to consider – IT Limitations – Requirements – Functionality – Budget

45. http://www.sharepointmn.com Meeting # 76 Paul Andrew - http://blogs.msdn.com/pandrew/http://blogs.msdn.com/pandrew/ SharePoint 2010 - http://sharepoint2010.microsoft.com http://sharepoint2010.microsoft.com SharePoint MSDN - http://msdn.microsoft.com/en- us/sharepoint/default.aspxhttp://msdn.microsoft.com/en- us/sharepoint/default.aspx K2 – http://www.k2.comhttp://www.k2.com Nintex – http://www.nintex.comhttp://www.nintex.com References

46. http://www.sharepointmn.com Meeting # 76 http://www.sharepointmn.com Meeting # 76 Q & A http://www.sharepointmn.com

47. Meeting # 76 http://www.sharepointmn.com Meeting # 76 Thanks for coming! http://www.sharepointmn.com