Streamlining Business Processes with InfoPath and SharePoint

Streamlining Business Processes with InfoPath and SharePoint Rob Wilson, MCT, MCTS DevLINK 2010 Nashville, TN

Topics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Introducing InfoPath ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Introducing InfoPath ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Business Solutions ,[object Object],[object Object],[object Object],1

Business Solutions ,[object Object],[object Object],[object Object],[object Object],2

Common Use Cases ,[object Object],1 2 3 4 New Client, Prospect or Patient Expense Reimbursement IT Support Ticket

When to Use InfoPath ,[object Object],1 2 3 4 To feed data collected from a form to another system (email, SharePoint lists, BizTalk, database) To provide offline form capabilities To assist in prototyping or design

About Workflows ,[object Object],[object Object],[object Object]

Stages of a Workflow ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Introducing SPD and Workflows ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Introducing SPD and Workflows ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Introducing SPD and Workflows ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Submitted Reviewed Rejected Approved Revised

The Streamlined Solution ,[object Object],[object Object],[object Object]

Advanced Use Cases ,[object Object],[object Object],[object Object],1

Advanced Use Cases ,[object Object],[object Object],[object Object],2

Advanced Use Cases ,[object Object],[object Object],[object Object],[object Object],3

Advanced Use Cases ,[object Object],[object Object],[object Object],[object Object],4

Tips for a Better User Experience ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

SharePoint 2010 Improvements ,[object Object],1 2 3 4 SharePoint List Form Customization with InfoPath Re-usable Workflows via Content Type or Site-level Import Workflows from Visio/ Save Workflows as .WSP Template

Resources ,[object Object],[object Object],[object Object],[object Object]

Contacting Me ,[object Object],[object Object],[object Object],[object Object]

Streamlining Business Processes with InfoPath and SharePoint

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Streamlining Business Processes with InfoPath and SharePoint

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