The Leader in Workplace Software for SharePoint ® SharePoint: The Enterprise Platform for Business Transformation

The Leader in Workplace Software for SharePoint®The Leader in Workplace Software for SharePoint®

SharePoint:

The Enterprise Platform for Business Transformation

The Leader in Workplace Software for SharePoint®

The Facts…..

• SharePoint is becoming THE enterprise platform– Microsoft’s top-selling product– Collaborative platform with native features yet untapped potential

• Intranet, Extranet, Internet• Web 2.0 & Social Networking• Office 2007 and beyond….

Who Doesn’t have SharePoint?


Business Process?


Is it something like this…Divco West Real Estate Services – Acquisitions Team

Deal Initiation Process – Envisioned State

Adm

inLeg

alA

sset

M

anag

emen

tA

cquis

itio

ns

Bro

ker

/Sel

ler

Request Confidentiality

Agreement (CA)?

Circulate Property Flyer

Execute CA Update Deal Log

Status = OM Pending

Enter Property Info into Deal Log

Status = CA Pending

Circulate Offering Memorandum

(OM)

Upload OM Docs Update Deal Log Status = Bid Date

Pending

Accept Offer?

Underwrite Deal?

Update Deal Log Status = Closed

Update Deal Log Status = Offer

Pending

Declined

No

Yes

No

Declined Price

YesMaybe

Track

Update Deal Log Status = Deal Lost

CONFIDENTIAL WORK PRODUCT

Yes

No

Or Maybe this…


What is Business Transformation? Is it….

• Standing up MOSS and walking away?• Agreement/buy-in of executive stakeholders?• Requirements > Design > Build > Test > Deliver?• Planning and meetings followed by planning and meetings?• Information Architecture?


SharePoint Workflows• Document Management & Publishing Features• Notifications

– Alerts– Email Notification

• Pre-built workflows– MOSS: Approval, Collect Feedback, Collect Signatures, Disposition

Approval– WSSv3: 3-State

• Custom Workflow– SharePoint Designer– Visual Studio


Windows Workflow Foundation (WF)

• Core of all SharePoint and Office 2007 workflow• Part of .NET framework• Collection of classes and objects that form the in-process

workflow engine• A programming model for delivering workflow-enabled

applications.• Operates within a “host” - SharePoint


SharePoint “Pre-Built” Workflows• 3-state (WSS)• Approval• Collect Signatures• Disposition Approval• Collect Feedback• Publishing Site (with workflow)• Features:

– 3-State works with custom lists, others are for documents– Very structured – pre-defined steps– Bound to a single list or library– Leverages ‘task’ list to track workflow assignments


SharePoint Designer

• Custom Workflows – no code required• Workflow Designer/Wizard

– Steps– Conditions– Actions– Variables– Workflow Lookups


Demonstration


3-State Workflow











Document Approval













Publishing Page



Custom Workflow & SharePoint Designer








Comments / Questions?


CorasWorks’ Modular Application Development System


Inter-connected Workplace

Busi

ness

Val

ue

Ad-hocTeam Sites

Structure, Process, Integration

SharePoint Business Value Continuum

Enterprise LOB

Integration

External data & applications

CorasWorks

Value-Add

Applications & Processes

StructuredTeam Sites


CorasWorks on the SharePoint Platform

CORASWORKS APPLICATION

DEVELOPMENT TIER

WINDOWS SERVER, SQL SERVER

MICROSOFTPLATFORM

MICROSOFTOFFICE

MICROSOFT OFFICE

SHAREPOINTSERVER 2007 CAPABILITIES

WINDOWS SHAREPOINT SERVICES(2003 AND 2007)

BUSINESSAPPLICATIONS

CORASWORKS SOLUTIONACCELERATORS

CUSTOMAPPLICATIONS

BACK-END LOB APPLICATIONS AND DATA,

EXTERNAL APPS, AND WEB SERVICES

CORASWORKS WORKPLACE

SUITEDATA

INTEGRATIONTOOLSET

DATA


How CorasWorks works

Config File

CorasWorks System

Builder• Drag & Drop• Wizard driven

Flexible Displays

ModularReusableData Driven

• Dashboards• Rollups• Centrally managed navigation•Actions• Central Admin & Config

Admin User Interface


Typical SharePoint ArchitectureC O M PA N Y

E N T E R P R I S E P O R TA L

ITWSS SITE

COLLECTION

IT PROJECTS

SHAREPOIN

TIMPLEMENTATION

WINDOWS 200

3MIGRATION

HELP DESK

MARKETINGWSS SITE

COLLECTIONMARKETING

CAMPAIGN

SCAMPAIGN 1

CAMPAIGN 2

PARTNER MGT.PARTNER#1

PARTNER#2

SALESWSS SITE

COLLECTIONSALE

S PIPELINE

PROPOSA

L MGTPROPOSAL 1

PROPOSAL 2

E X T R A N E TP O R TA L


CorasWorks Action Framework

• See, contribute, and act on information from anywhere within your environment

• 2 primary purposes– For automating standard SharePoint activities– For driving business processes

• Characteristics– Pre-defined action “types” that enable literally hundreds of Actions– Enabling literally hundreds of custom “workflows”– Very flexible– Highly configurable / customizable– Work on multiple items at the same time– Selective – user-driven– Work across multiple lists, libraries, sites, and site collections


CorasWorks Actions

• “Extending and enhancing” SharePoint Workflows– Actions can trigger SharePoint workflows– Kick-off multiple workflows with one Action– Kick-off SharePoint workflows from another site or site collection– Leveraging “active displays” that aggregate data from multiple sources

and allow for create/edit from dashboard

Documents

The Leader in Workplace Software for SharePoint ® SharePoint: The Enterprise Platform for Business Transformation