Making the case for Business Process automation Workflow options in SharePoint 2010 SharePoint Designer Workflows Nintex – Workflow for Everyone Integration and contrast with Microsoft CRM An overview of SharePoint 2013 Creating workflows with SharePoint Designer 2013 & Visio 2013

1. 21st February 2013
Automating Business Processes
Aonghus Fraser SharePoint Lead Consultant (C5 Alliance)
Jessica Meats Partner Technology Advisor (Microsoft)
www.c5alliance.com

2. Agenda
 Business Process Automation
 SharePoint 2010
 SharePoint Designer Workflows
 Nintex – Workflow for Everyone
 Integration and contrast with Microsoft CRM
 Examples & Case Studies
 An overview of SharePoint 2013
 SharePoint 2013 Workflows with SharePoint
Designer 2013 & Visio 2013
 Questions

3. Aonghus Fraser
 SharePoint Evangelist & Lead Consultant @ C5
 Implementing Enterprise Solutions
since SharePoint 2003
 Twitter: @gusfraser
 Blog: http://techblurt.com
 Email: Aonghus.Fraser@C5Alliance.com

4. Our People, Locations & Teams
 75+ highly skilled, qualified and experienced consultants
 Operational locations Jersey & Guernsey
7 x distinct teams:
 Business Process
 Business Solutions
 Business Intelligence
 Technical Solutions
 Project Delivery
 Managed Services
 Training

5. C5 Client Base

6. Automating Business Processes

7. Why Automate Business Processes?
 Reduce Costs
 Increase Consistency & Confidence
 Increase Efficiency
 Improve Customer Service
 Reporting & Management Information
 Process Optimisation

8. Typical Examples – Simple to Complex
Simple
 Document Approval / Feedback
 Holiday Request
 New Start / Leaver
 Client Due Diligence / Know Your Client
 Customer Application (e.g.
Account, Loan Facility)
Complex

9. SharePoint 2010 Options
 Out Of The Box
 Approval, Feedback, Disposition
 SharePoint Designer
 Free. No loops.
 Nintex Workflow
 Flexible Drag/Drop Designer, State Machine &
Loops, Reporting Integration
 Visual Studio
 Code

10. Out Of The Box Example - Approval
 Document Approval
 e.g. Press Release, Policy, Announcement
 Initiate from Office or SharePoint

12. SharePoint Designer Example – Holiday Request
 Item Approval
 Notification
 Linear

13. SharePoint Designer Demo
Holiday Request

15. SharePoint Designer 2010 Summary
 Easy to use
 Free
 Basic linear workflows
 No loops or state machines (2010)
 Extensible
 Impersonation (Permissions)

16. Nintex Workflow Demo
Templates, Drag & Drop, Holiday
Request, Escalation

22. Nintex Workflow Summary
 Rich Graphical Interface
 Powerful Actions & Functionality
 Loops, ForEach Iterations, State Machines
 Scheduled workflows
 Integration (Enterprise)
 AD, Exchange, CRM, Word
Automation, BCS, BizTalk
 Escalation
 Reporting
 Extensible

23. Microsoft Dynamics CRM
Workflow & Integration

24. Microsoft Dynamics CRM Workflows
 Windows Workflow Foundation
 User Interface: Easy to create LINEAR
workflows
 Similar in flexibility to SharePoint Designer
 Limited reporting
 Limited integration
 Typically Entity-centric (e.g.
Customer, Lead, Scope)

26. Workflow Integration with CRM
 SharePoint Designer Custom Action
 Nintex Workflow (Enterprise)
 Custom Code (Visual Studio Workflow)

27. Examples & Case Studies

28. Holiday Request
 SharePoint Designer Workflow
 Simple Approval
 Update of “Days Taken” when approved
 Notification to employee, manager & HR

29. Bank Complaints Database
 Nintex Workflow 2010
 Management of complaints
 Task Escalation
 Reporting (SLAs)

30. Bank KYC Process
 Nintex Workflow 2010
 Multiple teams (CI, London, Mauritius)
 Document Sets for collating data
 State machine logic
 Reporting

32. Jersey Financial Services Commission
Personal Questionnaire
 Nintex Workflow 2010
 Complex back-end integration
 Multiple departments
 Long-running workflow
 Document generation
 Scanning integration

34. Generali International
Policy Document Management & Workflow

35. Over to Jess…

37. Share

43. Questions?

44. Thank You!