Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential1 An Introduction to ShareVis Business Proposition

11/15/2005 Confidential 1

Solutions for SharePoint Workflow - Document Control - Business Process Management

An Introduction to ShareVis

Business Proposition

IT Positioning

Uses

Usage Example

Workflow Definition

Next Steps

Presented byRuss BlaesingEastern US Bus. Dev.



Business Proposition

ShareVis products help companies around the world improve their operations by routing documents and forms through electronic workflows which, in turn: Accelerates the review and approval processes

Provides easily accessible, actionable information

Compels individuals and teams to action

Provides automated recordkeeping and accountability

Lowers the cost of document and forms processing

Provides business intelligence for continual performance improvement



Windows Server 2003

ShareVis Architecture

ShareVis leverages & runs onWindows SharePoint Services (WSS) Use Model, Look and Feel Robustness Scalability Infrastructure

ShareVis adds Process-based Information Management Configurable product,

not “service-ware” Enables seamless

enforcement of business processes ShareVis is built for SharePoint Together, SharePoint and ShareVis

increase the rate and reliability of your business processes

IIS SQL Server

Windows SharePoint Services (WSS)• User management• Permissions• Standard document functionality:

•check in / check out•Versioning, etc..

•Search• FREE

Workflow Engine (ShareVis)

ShareVisFormEx™

ShareVisDocEx™



Business Processes within existing

Enterprise Business System (ERP, PLM, etc., or ShareVis)

Sales

Complementing Enterprise Systems

Engineering Finance

. . .



Example Uses

DocEx™

Contracts

Engineering Drawings

Specifications

Financial Reports

Resumes/Job Apps.

Request for Proposal

Marketing Collateral

Audio/Video

FormEx™

Engineering Change

Purchase Requisition

Quotation

ISO 9000/APQP/TS 16949

Order Entry

Service Requests

Expense Reports

Travel & Time Off Request



DocEx and FormEx Workflow

Workflow definition uses: Roles established for information creation/modification/approval Business Rules (process & data)

Execution and tracking of the process Who acted -- leverages WSS-established roles and permissions What they did -- submit, approve/reject, view, comment, revise When they did it -- determine cycle time Why -- justification of action

Compel individuals/teams to act on the document/form Store resulting documents and forms in a well organized manner Flow information to other enterprise systems Track/Review/Analyze/Refine the process

Faster, more reliable functioning of your business



DocEx Workflow Example



Starting a DocEx Workflow

Starts a DocEx workflow



Getting it Moving



Keeping It Moving

Configurable text

“One-click” access

Process History



What’s On Your Plate

Task List



Getting Buy-In and Approval



Who Did What, When?



FormEx Workflow

Use pre-defined workflow processes in combination with forms.

Forms defined using InfoPath + ShareVis extensions for the process activities.

Participants in the process use a ‘thin-client’ form (only need a web browser).

Handle conditions and transitions based on the attributes of the form.

Visibility to form information based on ‘role’ (participants only see relevant information).

Starts a FormEx workflow



ShareVis Workflow Designer

Easy to use Windows application Drag, Drop and Configure Swimlanes Publishes workflows to SharePoint sites

Brings design and deployment of sophisticated workflows within the purview of SMEs Limited IT support required Requires process orientation and configuration, not

programming

Complex workflows developed in hours not weeks



ShareVis Workflow Designer

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Example: 3 Level Approval Process

Engineer, Technician and Supervisor approve document before it continues to Manager and Manager Eq Eng.

One from each of Manager and Manager Eq Eng needs to approve document before it continues to Doc & Training Coord.

If Doc & Training Coord approves the document then it continues to Doc Control.

Doc Control updates meta data and approves final step.Any rejection along the process returns document to initiator.

Notifications alert Initiator of the decisions.



Ad-Hoc Router

Light-weight, browser-based, workflow definition

Highly User-Accessible

Route any “list item” managed by SharePoint with steps like: Activities – where someone adds something and moves

the process forward.

Approvals – where a disposition is rendered.

Notifications – emails sent

Example: route an event for approval before posting



ShareVis Ad-Hoc Router



Plug-ins



Business

ShareVis Document Control Document Management extensions to SharePoint Workflow Designer ShareVis Ad Hoc Router Basic Support (email 3 bus days, FAQ, lessons learned and community board)

Extended Support 30h of telephone support Email reply within 1 business day

Product Upgrade on demand After warranty period on-demand product upgrade with 40% discount

Pre-Paid Upgrade After warranty period 20% of license cost/annum upgrades to the latest version

Licensing per virtual server: $19,000 with progressive discount schedule



Summary

Compelling business case Speed routing and approval of docs/forms

Accountability, recordkeeping, info access.

Improved business intelligence and processes

Ease of integration, design and use Complements and leverages existing enterprise systems

Moves process control closer to SME

Priced for departmental budgets



Next Steps

Thank You

Addressing your current challenges

Contact Me

[email protected]

734.929.0627 (Ann Arbor)

Documents

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential1 An Introduction to ShareVis Business Proposition