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The Missing Link Between SharePoint and the End User Community By Mark Miller Founder and Editor EndUserSharePoint.com SharePoint Evangelist Global360

Missing Link Between SharePoint and the End User Community

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Page 1: Missing Link Between SharePoint and the End User Community

The Missing Link Between SharePoint and the End User Community

By Mark Miller

Founder and EditorEndUserSharePoint.com

SharePoint EvangelistGlobal360

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Welcome

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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?

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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

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Examine Existing State of Affairs

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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

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What’s Missing: The Sweet Spot

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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

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Demo

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Q&A

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Six Guaranteed Ways to Kill Productivity

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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

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Take Aways

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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

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Thank You

By Mark Miller

Founder and EditorEndUserSharePoint.com

SharePoint EvangelistGlobal360