Using SharePoint for Business Process Management by Eugene Rosenfeld - SPTechCon

8 www.BlackBladeInc.com | * [email protected] | ( +1-703-260-1111

SharePoint for Business Process ManagementAn introduction to SharePoint capabilities that support business process management requirements

Black Blade Associates, [email protected]+1-703-260-1111

http://www.blackbladeinc.com/

mailto:[email protected]





About Eugene Rosenfeld CTO, Black Blade Associates Two-time SharePoint MVP

www.BlackBladeInc.com twitter.com/erosen03 ThingsThatShouldbeEasy.blogspot.com [email protected]




http://twitter.com/erosen03

http://thingsthatshouldbeeasy.blogspot.com/




About Black BladeSpecialize in SharePoint document and records management, information architecture, distributed systems, and systems integration

www.BlackBladeInc.com twitter.com/BlackBladeInc www.blackbladeinc.com/pages/blog.aspx [email protected]




http://twitter.com/blackbladeinc

http://www.blackbladeinc.com/pages/blog.aspx




About this presentation Session is best suited to non-technical

or semi-technical business process management professionals

Focusing on:Capabilities Usage scenariosRequirementsOOTB capabilities

No code or configuration





About You How are you using SharePoint today? Do you have a particular problem

you’re hoping this presentation can help you address?

If you could make just one problem go away by snapping your fingers, what problem would that be?





Overview SharePoint 2010 primer What does process management mean

to you? Aspects of process management and

their implementations, with demos





SharePoint 2010 Primer





SharePoint Core Capabilities

Where is BPM?





Product vs. PlatformProduct Platform

Usage scenarios Applications Install and use

Tools Building blocks Install, build, use

Because SharePoint has no out of the box “BPM” function, we will deal with SharePoint as a platform.





Building SharePoint Solutions Web user interface SharePoint Designer Visual Studio





Two Sides of BPMProcess Design Process Execution

Defining “what is the process”

Done once for the process as a whole

Fixed-cost effort

Doing things to make the process “go”

Done every time we need to go through the process

Marginal-cost effort





Comparing the Build Options

Option CapabilityInitialCost

Marginal

Cost Best for

Web user interface Basic $ $$$ Regular or

Power users

SharePoint Designer Moderate $$ $$ Power Users

Visual Studio Advanced $$$$ $ Developers






Marginal

Cost Best for

Web user interface Basic $ $$$ Regular or

Power users

SharePoint Designer Moderate $$ $$ Power Users

Visual Studio Advanced $$$$ $ Developers

Why is SharePoint so Popular? Regular users can do so much with the

web user interface, without developers or DBAs

Office integration


Marginal

Cost Best for

Web user interface Basic Moderate $ $$$ Regular or

Power users

SharePoint Designer

Moderate Advanced $$ $$ Power Users

Visual Studio

Advanced Unlimited $$$$ $ Developers





SharePoint Structures

SitePages• Display

content

Lists• Store

spread- sheet-like data

Libraries• Store and

control access to documents

Sub Sites• Provide

additional data partitions





DemoCreate a new SharePoint site, with lists, libraries, and pages





Aspects of Process Management





What does BPM mean to you? Process design Data capture and management Automation (workflow) System integration Process tracking Reporting





Process Design Determine

Start and end of a processProcess states and transition requirementsData required to drive the process

Visio is usually the tool of choice





Demo

Use Visio to create a sample process diagram and upload to SharePoint site





Data Capture and Management Define

The data elements to captureValidation

ImplementCreate a storage for the dataCreate user interface for C.R.U.D.

Use lists, libraries, fields, and content types

SharePoint manages data much more “loosely” than a relational database





Demo

Create a site column and content type to hold some data we need for our process





Process Tracking and ReportingProcess Tracking Reporting

Get insight into the execution of a single instance of a process What step / state is

the process instance currently in?

What states did the process instance take to get into its current state?

What data is associated with each state for the process instance?

Get aggregate information about all of the instances of a business process Min, max, average time to

complete a process Process step with the

longest duration 10 users taking the longest

time to complete a process





Process Tracking Web parts Visio





Sample Process Tracking





Reporting SQL Server Reporting Services Excel Services SharePoint KPIs / Dashboard PerformancePoint services





Sample Excel Services





Automation (workflow) Assists with

Change management / approvalData managementData / process validationSystem integration

Created usingSharePoint DesignerVisual Studio3rd party tools





Demo

Use SharePoint designer to create a simple workflow to set a field value on a list item based on other field values





Systems Integration Several options

Business connectivity services (BCS)○ SharePoint Designer○ Visual Studio

Dataform / dataview web partCustom web partXML Viewer / RSS web parts

Recommend starting out with BCS or RSS / XML web parts





Demo

Create a BCS connection to an external database using SharePoint Designer and explore how to interact with the data





Closing





Summary Think of SharePoint as a platform for

BMP, not as a BMP application Start slow. Pick 1 non-critical process to

pilot. Rinse and repeat





About Black BladeSpecialize in SharePoint document and records management, information architecture, distributed systems, and systems integration

www.BlackBladeInc.com twitter.com/BlackBladeInc www.blackbladeinc.com/pages/blog.aspx [email protected]




http://twitter.com/blackbladeinc

http://www.blackbladeinc.com/pages/blog.aspx



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Using SharePoint for Business Process Management by Eugene Rosenfeld - SPTechCon