SPSBoise - Business Process Automation and SharePoint
Download as PPTX, PDF1 like640 views
This document discusses automating business processes using Nintex Workflow and SharePoint. It begins with defining business process automation and providing an example ROI of $70,000 from automating an expense approval process. The document then reviews SharePoint automation options and when Nintex Workflow makes sense to use. A case study is presented on automating an employee onboarding/offboarding process at a school district using Nintex Workflow and forms to connect with external systems and notify various teams. The document concludes with a quick demo of Nintex in action.
SPSBoise - Business Process Automation and SharePoint
- 1. BUSINESS PROCESS AUTOMATION AND SHAREPOINT Employee onboarding / offboarding Presented By: Steve Dark Custom Solutions Developer steve.dark@marquam.com
- 2. KEY CONCEPTS & AGENDA • What is Business Process Automation? • Typical Automation ROI (Example) • SharePoint Automation Options • What is Nintex? • When does Nintex make sense? • Examples – Where we’ve used Nintex • Case Study: Employee onboarding/offboarding • Automation Considerations • Nintex to the Rescue! • Quick Demo
- 3. WHAT IS BUSINESS PROCESS AUTOMATION? Gartner defines Business Process Automation (or BPA) as: • “…the automation of complex business processes and functions beyond conventional data manipulation and record-keeping activities, usually through the use of advanced technologies…” • “…often deals with event-driven, mission-critical, core processes…”
- 4. TYPICAL AUTOMATION ROI (EXAMPLE) Expense Approval Process Savings $14,000 $23,000 $30,000 Information worker time saved Reduction in input errors Reductions in finance $70KTypical Total Savings
- 5. SHAREPOINT AUTOMATION OPTIONS Option Pro Con Manual Status Quo Status Quo OOB Workflows Easy and quick to create Very limited, document approvals, “60 day surprise” SharePoint Designer More actions than OOB Difficult to learn, IT nightmare, still limited, , “60 day surprise” Third Party Tools (ie. Nintex Workflow) More features, connectivity to business systems, better interface Cost, maintenance, upgrade Custom Code Nearly unlimited capabilities Cost, maintenance, upgrade, developer resources (time)
- 6. Automate Business Processes Quickly & Easily › Design and activate workflows quickly and easily › Model and improve any business process, simple or complex › Create powerful logic, reporting and management capabilities › Connect to company-wide line-of- business systems WHAT IS NINTEX WORKFLOW?
- 7. WHEN DOES NINTEX MAKE SENSE? • PROCESS IMPROVEMENT IS A FOCUS • LIMITED IT OR DEVELOPMENT RESOURCES • CUSTOM DEVELOPMENT CAN BE COMPLICATED AND EXPENSIVE • Third Party tools help eliminate the need for custom development • DESIRABLE FEATURES • Visual in-browser design tool • Lazy approvals, looping, state machines, etc. • Connection to External Systems made easy
- 8. EXAMPLES - WHERE WE’VE USED NINTEX • EMPLOYEE & STAFF AUG ONBOARDING • Coordination of activities • Automation of activities • TRAVEL AUTHORIZATIONS • PURCHASE REQUISITIONS • PROJECT INITIATION REQUESTS • ENTERPRISE ISSUE TRACKING • SUPPLIER QUALIFICATIONS • INVOICE APPROVAL • CHECK REQUESTS • EXPENSE REPORTS • DOCUMENT REVIEWS • POLICY APPROVAL • MEETING PLANNING • ARTWORK REVIEW • CHANGE REQUESTS • END OF MONTH CLOSING • STAFF INFORMATION REQUESTS • (INSERT YOUR PROCESS HERE)
- 9. CASE STUDY: EMPLOYEE ONBOARDING/OFFBOARDING • CLIENT: RICHLAND SCHOOL DISTRICT • School district in Southeast Washington (1000+ staff, 5000+ students) • Forward-thinking: looking for ways to reduce administrative overhead • Needed to become more efficient due to budget constraints • BUSINESS PROBLEM • 100’s of people are hired, terminated, or change roles per year • MULTIPLE REPEATABLE STEPS • When handled manually missed steps are costly • Allows initiation of process by the business - NOT IT! • WHO DID IT? • Need ability to audit who initiated the process • WHAT IF SOMETHING GOES WRONG? • Someone needs to find out
- 10. AUTOMATION CONSIDERATIONS • ONBOARDING, OFFBOARDING, ROLE CHANGES • Provision new/update existing accounts: • Active Directory (set initial password) • Common Group memberships • Exchange • Lync • Finance and HR system • Notify business units • AP/Purchasing if cell phone needed • Payroll • Staff Badging • Safety Manager • IT: Hardware and Software • Employee’s manager when process has finished
- 11. NINTEX TO THE RESCUE! • NINTEX WORKFLOW • Richly formatted email notifications • AD actions • Exchange actions • Lync actions • Actions to connect to External Business systems: • Web services • Direct SQL database interactions • Keep the Credentials Secured • NINTEX FORMS • Easy to use forms • Access on multiple devices • No need to access SharePoint
- 12. NINTEX TO THE RESCUE! NINTEX FORMS + NINTEX WORKFLOW = AUTOMATED BUSINESS PROCESSES • CROSS FUNCTIONAL BOUNDARIES • MAKE STAFF MORE EFFICIENT • NO CODING REQUIRED
- 13. ENOUGH TALKING… (Let’s see it already)
Editor's Notes
- #4: key phrase: event-driven, mission-critical, core processes. “run the business” focus instead of “count the business”
- #5: (this information was provided by our friends at Nintex) *third party tools are often justified with a single business process **the more you automate, the greater the results (esp. when you cross department boundaries) ***figures taken from mid-sized organizations (300-500 employee) Direct Benefits -increased operating efficiency, staff have more time to do what they’re hired to do Indirect Benefits -standardization of processes, bring IT and business together, easier onboarding
- #6: (glance over for non-tech audience)
- #7: Nintex Workflow One of the most used extensions/add-ons to SharePoint Drag and Drop Interface Over 200 hundred actions Repeatable Templates No code solution Governable (workflow change approval) Scalable: Easy to use for business users – powerful enough to handle more complex workloads Version Control Export/Import capabilities makes it easy to move between environments
- #8: when process improvements is a focus, then the rest of these become factors to consider
- #9: (poll audience about processes at their companies that come to mind)
- #10: (this is the customer story we’ll be discussing today)
- #14: “Screen Saver” page for use as a demo intro filler