3. WORKFLOWS
PROCESS
AUTOMATION
How can we work more
efficiently?
Joan Guixà Ortínez
SharePoint & BI Architect
joan.guixa@raona.com
4. WORKFLOWS
Productivity
If we think in….
Desig Productivit
Information
n y
How can we increase
productivity?
5. WORKFLOWS
Productivity
How can we increase productivity?
Model actual workflows.
Avoid Lack of time doing repetitive processes.
Automate not real value tasks.
Less people need to do more work.
Move and centralize processes in the Intranet
6. WORKFLOWS
How can we automate
processes with SharePoint?
Microsoft
Third party
7. WORKFLOWS
Who is who?
Sharepoint
Designer Nintex
Visual
Workflow
Studio
Ms Visio
8. WORKFLOWS
SharePoint Designer 2010
Used for
Customize and develop
pages and sites of
sharepoint and develop
easy workflows
Target users
Trained end users and
developers
Licensing
Free
9. WORKFLOWS
Visio 2010
Used for
Diagram business
processes and other
diagrams
Target users
Business Analysts
Licensing
Part of the Office suite
10. WORKFLOWS
Visual Studio 2010
Used for
Develop solutions to be
deployed on SharePoint
Target users
Developers
Licensing
Licensing per user
17. WORKFLOWS
Case Study - The benefits
1. The end user controls the process
from start to finish
2. They always know which step of the
process they’re in and what is left to be
completed
3. No training required
4. Integrated with SharePoint & Nintex
18. WORKFLOWS
Case Study - Reused solution
1. A company from the energy sector
2. HTML5 interface
19. WORKFLOWS
Case Study - Summary
1. Who?
Companies of all sizes and sectors who want to reduce costs
associated with inefficiencies and increase productivity.
2. When?
Any time is right, but it requires that the parties involved in the
process are aware of the need to optimize it. Thus the crisis periods
are adequate because everyone is aligned to that effect.
3. What?
Replicable and predictable automated business processes to provide
a high return on investment (ROI)
4. How?
With top of the line workflows tools like Nintex Workflows 2010 and a
highly customized and easy to use interface
20. WORKFLOWS
Joan Guixà Ortínez
SharePoint & BI Architect
joan.guixa@raona.com
Notes de l'éditeur
Como SharePoint ayuda a nuestras compañias a ser mas eficientes mediante la automaticación de procesos de negocio.LA automatización de procesos está de moda,debido a la situación económica ya que ayudan a las empresas a ahorrar gran cantidad de dinero.Esta ponencia muestra:Herramientas de sharepoint para la automatizacion de procesosCaso de éxitode automatización de procesos con sharepoint y su uso con una app externa
Tres marcas que nos han ayudado, y nos ayudan a ser mas productivosGoogle: buscador, tenemos la necesidad de solucionar alguna cosa y nos da la solución al instanteApple: Smartphones y popularización de los tablets, trabajamos en cualquier sitioMicrosoft: Monton de herramientas destinados a trabajar conjuntamente paraahorrar tiempo-> Productividad, suite office + SharePoint + Dynamics CRM + NAV +… todo interconectado
No nos damoscuentaperodurante el trabajodiariotenemos un montón de ineficiencias que pasaninadvertidas, que podemoshacer para mejorarlas?Modelar workflowsactuales, ayuda a detectar ineficiencias y mejorar los procesos. Sobretodo los procesos que estan en el know-how de la gente de la empresa y no han sidonuncaformalizados.Muchasempresasgastangrandescantidades de dinero en BPM y olvidan que la mayoria de workflows son informales.Una de las fuentesprincipales de ineficiencia son los procesosrepetitivos, minimizar la duración de estos procesosmejoraráexponencialmente la productividad de la empresaAutomatizar las tareas que no aporten ningún valor a la empresa, son los que roban mas tiempo a los empleadosConseguir que con el mismo número de personas o menos se puedahacer mas trabajo.
Our experience shows that the best tool to build replicable workflows with any kind of complexity is Nintex Workflow 2010.Now I would like to show you a small introductory video about NitnexWorklfow 2010.(Nintex Workflow 2010 Overview.mp4)
Now I wanttotalkabout a Case Studywepreparedforyou.Webuilt a solutionfor a companythatis a world leader in thepharmaceutical sector.Thecompanywasfounded 120 years ago.
Here’sthefactsabouttheproject:20 verycomplexbusinessprocesses, some of themwith more than 100 activities.Thewholesolutionisaimedtouserswith no SharePoint background. Aneasy and intuitive interface wasrequired. The interface has to be so simple thatanyonecould be ableto use itwithoutanyhelp.Once a month, a commiteeformedbypeoplefromoffices in threedifferentcountriesgettogether and makechanges in theprocesses. Thatmeansthatthesolution has to be adaptable becauseitwillchangemany times. Theproposedsolutionisvery reusable and adaptable, builtwithNintexWorkflow 2010 and a custom adaptable Silverlight Interface.The interface is so simple thatanyuser can do everythingfrom a single screen. Theuser can knowallthe time the status of theprocessformthesamescreen.Example of one oftheProcesses:Job Descriptions: Eachemployeeneeds a jobdescription in orderto do hisjob. Iftheemployeedoesn’thaveone, a remediation plan isexecuted. Each time a Job Descriptionismodified, a CertificationProcess has to be launchedforeachemployeewho has thatjobdescription.Iftheemployeeiscertifiedwiththe new Job Description, theprocessiscanceled.Iftheemployeeisn’tcertified, a RemidiationAction Plan islaunched.Thecompanywasabouttolooseit’sabilitytosellproductstothe US becausewhen Job Descriptionswheremodified, theemployeswhohadthat Job Descriptionwerenotcertifiedagain.Thisis a FDA requirement.
Here’sthefactsabouttheproject:20 verycomplexbusinessprocesses, some of themwith more than 100 activities.Thewholesolutionisaimedtouserswith no SharePoint background. Aneasy and intuitive interface wasrequired. The interface has to be so simple thatanyonecould be ableto use itwithoutanyhelp.Once a month, a commiteeformed by peoplefromoffices in threedifferentcountriesgettogether and makechanges in theprocesses. Thatmeansthatthesolution has to be adaptable becauseitwillchangemany times. Theproposedsolutionisvery reusable and adaptable, builtwithNintexWorkflow 2010 and a custom adaptable Silverlight Interface.The interface is so simple thatanyuser can do everythingfrom a single screen. Theuser can knowallthe time the status of theprocessformthesamescreen.Example of one oftheProcesses:Job Descriptions: Eachemployeeneeds a jobdescription in orderto do hisjob. Iftheemployeedoesn’thaveone, a remediation plan isexecuted. Each time a Job Descriptionismodified, a CertificationProcess has to be launchedforeachemployeewho has thatjobdescription.Iftheemployeeiscertifiedwiththe new Job Description, theprocessiscanceled.Iftheemployeeisn’tcertified, a RemidiationAction Plan islaunched.Thecompanywasabouttolooseit’sabilitytosellproductstothe US becausewhen Job Descriptionswheremodified, theemployeswhohadthat Job Descriptionwerenotcertifiedagain.Thisis a FDA requirement.
Benefits:TheendusercontrolstheprocessfromstarttofinishTheyalwaysknowwhichstep of theprocessthey’re in and whatisleftto be completedNo training isrequiredIntegratedwith SharePoint & NintexImportant:Theypassedthe FDA audittokeepselling in theamericanmarketTheusers are happywiththe new application.
Wedeployedthesamesolutiontoanothercompanyfromtheenergy sector. Wechangedthe interface with a HTML5 one.
In summary:Who can takeadvantage of thissolution? Anycompany.Whenistheright time to do it? Any time. WheneverthecompanyiswillingtorestructureitsprocessesWhat do youget?A replicable and predictable Business ProcessAutomationwith a highreturnonInvestmentHow do you do it?With top of the line workflowtoolslikeNintexWorkflows 2010 and a highlycustomized and easytouse interfaces
