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11/15/2005 Confidential 1
Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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11/15/2005 Confidential 2
Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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An Introduction to ShareVis
Business Proposition
IT Positioning
Uses
Usage Example
Workflow Definition
Next Steps
Presented byRuss [email protected]
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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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 act Faster product introduction and customer service
Provides automated recordkeeping and accountability
Lowers the cost of document and forms processing
Provides business intelligence for continual performance improvement
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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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™
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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Complementing Enterprise Systems
Provides department/division specific workflow capabilities Tie ShareVis to existing enterprise systems
Business Processes Within Existing Enterprise System (ERP, PLM, PDM)
Sales Engineering Finance
. . .
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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DocEx and FormEx Workflow
Document (DocEx) & Forms (FormEx) Workflow Comprises The roles and processes for information creation/modification
Route Information based on complex document/form & role criteria Execution and tracking 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
Compelling role-players to act on the document Keeping resulting documents and forms well organized Flowing documents and form data to other systems/sites Track/Review/Analyze/Refine the process
Faster, more reliable functioning of your business
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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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
IT Service Requests
Expense Reports
Travel & Time Off Request
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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DocEx Workflow Example
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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Starting a Document Workflow
Starts a DocEx workflow
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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Getting it Moving
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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Keeping It Moving
Configurable text
“One-click” access
Process History
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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What’s On Your Plate
Task List
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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Getting Buy-In
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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Who Did What, When?
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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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
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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ShareVis Workflow Designer
Sw
im la
ne
Dra
g-n
-dro
p
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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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.
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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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
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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ShareVis Ad-Hoc Router
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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Plug-ins
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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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
More nimble solution for departmental needs
Priced for departmental budgets
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Solutions for SharePoint Workflow - Document Control - Forms Processing - Business Process Management
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Next Steps
Thank You!
Contact me:
734.929.0627 (Ann Arbor, MI)
