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The Missing Link Between SharePoint and the End User Community
By Mark Miller
Founder and EditorEndUserSharePoint.com
SharePoint EvangelistGlobal360
Welcome
Mark Miller, Founder and Editor
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I am not a Geek
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I live in New York City.
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EndUserSharepoint.com
Community of SharePoint Authors• 1,600 articles• 11,000 comments• 50,000 page views a week• 13,500 newsletter subscribers
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SharePoint Evangelist
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What is the agenda for the next hour?
Examine Existing SharePoint Knowledge
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What’s Missing: The Sweet Spot
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Take Aways and Resources
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Q&A
Examine Existing State of Affairs
Frustrating Scenarios
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Phone Your Credit Card Company
Automated Message:Please enter your 16 digit
account number, followed by the # sign.
5 seconds later
Hi. This is Bob.May I have your 16 digit account number, please.
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First Visit to a Doctor’s Office
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Paper Work for a New Home Loan
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SharePoint Can Help: Store Process Display
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Store: Lists and Libraries
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Process: Workflow
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Display: Web Parts
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Enhancements are Even Better
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Easy Tabs
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Graphs and Charts
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jQuery Solutions
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Q&A
What’s Missing: The Sweet Spot
Investigate the REAL Business Processes
“40% of workers ignore company rules because they have developed better ways to get work done.”
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Workflow
Loan Application is in SharePoint
Processor reviews loan
Underwriter reviews loan
Book Loan
Notify Customer
Approved?
Rejected?
Manual Tasks: Review docs in file
Call client for add’l info Prepare Good Faith Estimate
Underwrite loan Prepare loan for closing
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The REAL Process: Information is in Different Places
Loan Servicing
Loan Management
Customer Service
HR
Finance
Audit
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The REAL Process: Changes on the Fly
Loan Application is in SharePoint
Processor reviews loan
Underwriter reviews loan
Book Loan
Notify Customer
Approved?
Rejected?
Loan Application is scanned and
indexed
Capture Docs?
Other Docs?
Reroute Loans?
Customer Account Info
Manual Tasks: Review docs in file
Call client for add’l info Prepare Good Faith Estimate
Underwrite loan Prepare loan for closing
What is happening in my dept?
Automate Tasks?
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Key Concept
“SharePoint is best for procedures. It is not ideal for process adaptability.”
Derek MiersFinding the Sweet Spot
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Q&A
Demo
Q&A
Six Guaranteed Ways to Kill Productivity
Repetitious Work
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Missing/Incomplete Information
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Dated Processes or Procedures
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Low Morale
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Rework/Poor Quality Work
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Lack of Expertise
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Q&A
Take Aways
Resources on BPM
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BPM Primer by Colin Teubner
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Finding the Sweet Spot by Derek Miers
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Free eBookKill the Things That Kill Productivity
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Q&A
Thank You
By Mark Miller
Founder and EditorEndUserSharePoint.com
SharePoint EvangelistGlobal360