The Ins and Outs of SharePoint Workflow- 100 Level Look
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The document discusses SharePoint workflow and its benefits. It provides examples of how workflow can save time and money for organizations by automating manual processes like leave requests. It also outlines best practices for gathering requirements for workflow projects, such as identifying process owners and asking questions to understand needs and opportunities for improvement.
The Ins and Outs of SharePoint Workflow- 100 Level Look
- 1. 1 | SharePoint Saturday New York City 2013 The In’s and Out’s of SharePoint Workflow 100 Level Look
- 3. 3 | SharePoint Saturday New York City 2013 @KellerPoint
- 4. 4 | SharePoint Saturday New York City 2013
- 5. 5 | SharePoint Saturday New York City 2013 What Is Workflow?
- 6. 6 | SharePoint Saturday New York City 2013 A Quote “The best decisions are those taken understanding the whole picture.” -unknown
- 7. 7 | SharePoint Saturday New York City 2013 Got Business Data?
- 8. 8 | SharePoint Saturday New York City 2013 What If?
- 9. 9 | SharePoint Saturday New York City 2013 Hold People Accountable
- 10. 10 | SharePoint Saturday New York City 2013 Create an Audit Trail
- 11. 11 | SharePoint Saturday New York City 2013 Save a TON of Cash~!
- 12. 12 | SharePoint Saturday New York City 2013 Dreams Come True
- 13. 13 | SharePoint Saturday New York City 2013 SharePoint Workflow
- 14. 14 | SharePoint Saturday New York City 2013 Not to be confused with
- 15. 15 | SharePoint Saturday New York City 2013 Why SharePoint Workflow
- 16. 16 | SharePoint Saturday New York City 2013 Employees
- 17. 17 | SharePoint Saturday New York City 2013 Data in SharePoint?
- 18. 18 | SharePoint Saturday New York City 2013 Increase your SP ROI
- 19. 19 | SharePoint Saturday New York City 2013 Makes Sense
- 20. 20 | SharePoint Saturday New York City 2013 How it Works
- 21. 21 | SharePoint Saturday New York City 2013 Data In Lists
- 22. 22 | SharePoint Saturday New York City 2013 Data in Libraries
- 23. 23 | SharePoint Saturday New York City 2013 Sites
- 24. 24 | SharePoint Saturday New York City 2013 Content Types
- 25. 25 | SharePoint Saturday New York City 2013 What Are your Options
- 26. 26 | SharePoint Saturday New York City 2013 OOB Workflows
- 27. 27 | SharePoint Saturday New York City 2013 SharePoint Designer
- 28. 28 | SharePoint Saturday New York City 2013 Visual Studio
- 29. 29 | SharePoint Saturday New York City 2013 3rd Party Apps
- 30. 30 | SharePoint Saturday New York City 2013 • Your Needs • Skills of Current Staff • Availability of Resources • Budget • ROI Picking Which Tool to Use
- 31. 31 | SharePoint Saturday New York City 2013 Simple ROI
- 32. 32 | SharePoint Saturday New York City 2013 Manual Process Leave Request Solution 13,000 Employees 7 Annual Requests Per Employee = 91,000 Requests Average Request Takes 15 Minutes Total Process Time of 22,750 Hours Avg. Overhead Employee Hourly rate = $35/hr Total Process Cost= $796,250.00
- 33. 33 | SharePoint Saturday New York City 2013 Automated Process Leave Request Solution Leveraging SharePoint WF 13,000 Employees 7 Annual Requests Per Employee = 91,000 Requests Average Request Takes 5 Minutes Total Process Time of 7,583 Hours Avg. Overhead Employee Hourly rate = $35/hr Total Process Cost= $265,416.00 Total Savings= $530,833.00
- 34. 34 | SharePoint Saturday New York City 2013 So Why is this Important?
- 35. 35 | SharePoint Saturday New York City 2013 Save Time
- 36. 36 | SharePoint Saturday New York City 2013 Save Money
- 37. 37 | SharePoint Saturday New York City 2013 More Productive
- 38. 38 | SharePoint Saturday New York City 2013 Be a ROCKSTAR
- 39. 39 | SharePoint Saturday New York City 2013 Milton is Proud!
- 40. 40 | SharePoint Saturday New York City 2013 When Workflow Makes Sense
- 41. 41 | SharePoint Saturday New York City 2013 Highly Transactional
- 42. 42 | SharePoint Saturday New York City 2013 Justify ROI
- 43. 43 | SharePoint Saturday New York City 2013 Do NOT
- 44. 44 | SharePoint Saturday New York City 2013 Secrets to Gathering WF Requirements
- 45. 45 | SharePoint Saturday New York City 2013 Don’t Use Software
- 46. 46 | SharePoint Saturday New York City 2013 Identify Process Owners
- 47. 47 | SharePoint Saturday New York City 2013 Ask Why
- 48. 48 | SharePoint Saturday New York City 2013 Ask Why Again
- 49. 49 | SharePoint Saturday New York City 2013 Repeat
- 50. 50 | SharePoint Saturday New York City 2013 Get Confirmation
- 51. 51 | SharePoint Saturday New York City 2013 Can We change this?
- 52. 52 | SharePoint Saturday New York City 2013 No Change? Why?
- 53. 53 | SharePoint Saturday New York City 2013 Don’t Be Afraid
- 54. 54 | SharePoint Saturday New York City 2013 You Might….
- 55. 55 | SharePoint Saturday New York City 2013 Questions
- 56. 56 | SharePoint Saturday New York City 2013 SPECIAL THANK YOU!
- 57. 57 | SharePoint Saturday New York City 2013 Jason Keller jkeller@tekdoginc.com 614-300-2860 www.tekdoginc.com Contact Info
- 58. 58 | SharePoint Saturday New York City 2013 Live Demonstration
- 59. Please fill out session evaluations and thank you for attending!
- 60. 60 | SharePoint Saturday New York City 2013 Please remember to turn in your filled out bingo cards and event evaluations for prizes. SharePint is sponsored by Slalom at Whiskey Trader (Between 55th and 56th on 6th Avenue). Follow SharePoint Saturday New York City on Twitter @spsnyc and hashtag #spsnyc
Editor's Notes
- #4: ason Keller is currently the President and CEO of TekDog Inc. Jason has an extensive IT background then encompasses the entire IT ecosystem over the past 15 years. Currently, Jason acts as the lead technical instructor for TekDog’s various SharePoint and Nintex user adoption programs in addition to spearheading TekDog’s rapid growth within the SharePoint community. Jason is a very active member of the SharePoint community and frequently speaks at SharePoint User Group meetings , SharePoint Saturday’s and other conferences around the country. Jason is know for his humorous and off the wall presentations and often pushes the line between humor and technology to keep audiences attention and to push the envelope of education and learning. Jason’s extensive background includes: Practice Management, Product Management, Project Management, Website Design, Business Analysis, Technical Writing, Hardware and Software Support, Technology Instruction, and Networking. Specialties: User Adoption & Training, Microsoft SharePoint 2010, MOSS 2007, Nintex Workflow, Application Development, Project Management, Project Delivery, Microsoft .NET, CRM, Dynamics, SAAS, Windows Mobile, WordPress, DotNetNuke, Joomla
- #5: TekDog Inc. is a division of TekPublishing Inc. With offices in Cincinnati and Columbus Ohio, Tek Publishing specializes in end-user adoption of Microsoft products including SharePoint, Nintex Workflow, Windows Office 365 & Office.
- #6: Workflow is business process. In this presentation we will examine how to attach business process to the content that you currently store in SharePoint.
- #7: A Quote is attached… hope this note helps. Love ya!
- #8: We are surrounded in business data. It is everywhere! On our desk, files shares, laptops… email… It’s everywhere.
- #10: Workflow can help keep people accountable by assigning tasks to individuals
- #11: Workflow creates an audit trail of activities that can be looked at and reported on.
- #12: Workflow means efficiency and efficiency means saving money! Saving money means more trips to the Bahamas!
- #13: You can have all these by leveraging SharePoint Workflow! Except the trip to the Bahamas that is…
- #15: Not to be confused with…
- #16: So why should you use SharePoint Workflow?
- #17: Well, your staff already is using SharePoint as an Intranet, Team Sites, Project Sites, collaboration etc. Leverage what your staff is already using.
- #18: Data in Lists and Libraries
- #19: By Leveraging your investment in SharePoint you increase the ROI. ROI makes Executives happy!