SharePoint Conference Recap - Business Process Automation Session
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The document summarizes a presentation given by Knowledge Management Associates (KMA) on lessons learned and recommendations from the SharePoint Conference 2011. KMA invested over $50,000 to send six employees to the conference. The presentation covered topics like Project Server, adoption strategies, business process automation using workflows and forms, social computing, external websites, and business intelligence with SQL Server 2012. Resources were provided for continuing the discussion.
SharePoint Conference Recap - Business Process Automation Session
- 1. KMA SharePoint Recap Welcome and Introduction
- 2. Why We’re Here: SharePoint Conference 2011 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 3. KMA’s Investment • Six people • One week • Cross-country • Conference fee • Travel expenses • Opportunity cost • Total: > $50,000 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 4. Today’s Approach: 3 Simple Themes • Cool stuff we learned at SPC11 • Why we think it matters to you, our clients and prospects • What we recommend you do next as a result. Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 5. A Couple Quick Highlights – Best Quote Client: "We don't have a development farm.” Consultant: No, actually, you don't have a production farm." Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 6. A Couple Quick Highlights – Best Demo • SQL 2012 (“Denali”) – 7,500 concurrent users – 14 TB content database – 107 million records in search results • UNPLUGGED ON STAGE • Full failover in 42 seconds Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 7. Agenda Time Topic Owner 9:30am – 9:40am Introduction Mike Gilronan 9:40am – 10:00am Project Server Amy Talhouk 10:00am – 10:30am Adoption Chris Bortlik & Karina Vatynskaya 10:30am – 10:50am Business Process Automation Deanne Damato (non-Developer version) 10:50am – 11:00am BREAK 11:00am – 11:30am Social Computing Mike Gilronan 11:30am – 12:00pm External Facing Websites Derek Cash-Peterson (Extranets and WWW) 12:00pm – 12:30pm Business Intelligence with SQL Server 2012 Chris McNulty Close Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 8. Business Process Automation No Code Required!
- 9. Introduction Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 10. What I Learned • How much you can do to extend and customize SharePoint and build valuable business solutions without code • Examples of automating business processes and creating meaningful views of your data Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 11. Workflows with SharePoint Designer Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 12. SharePoint Designer Workflows • SharePoint Designer 2010 and Visio Premium 2010 working together Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 13. Export a Visio Diagram to SharePoint Designer Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 14. Export a Visio Diagram to SharePoint Designer Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 15. Forms Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 16. Forms • Customize list form with InfoPath (SP 2010) • InfoPath Forms web part (SP 2010) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 17. Customize List Forms with InfoPath On the SharePoint 2010 Ribbon you have the ability to “Customize Form” for each list The list form opens in InfoPath and allows you to customize the form’s appearance, add intelligence, add formatting and validation rules. Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 18. Example: Customized List Form Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 19. InfoPath Forms Web Part (SP 2010) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 20. InfoPath Forms Web Part (SP 2010) The web parts on this dashboard “Positions”, “Candidates” and the form itself are “connected” so that they respond to each other. The view of the form “Interview Candidate Tracker” is Read Only Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 21. Example: Employee Time Off Request Employee goes to a page that has a time off request form where they can check their request history, their time off accrued and remaining before they submit a new request. Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 22. In Summary… • No code solutions for forms and no code solutions for workflows • Shorter time to productivity Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 23. Resources • Workflows in SharePoint Server 2010 • Create, import and export SharePoint workflows in Visio • Working with the InfoPath Forms Web Part • Connect Web Parts in SharePoint 2010 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 24. Final Words and Resources Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 25. Evaluations – We All Evaluate One Another… Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 26. How to Sustain the Conversation Topic Owner E-mail Twitter Blog Project Server Amy Talhouk [email protected] @atal64 http://blogs.kma- llc.net/kma/ Adoption Chris Bortlik & [email protected] @cbortlik http://blogs.technet.com Karina Vatynskaya /cbortlik Business Process Deanne Damato [email protected] http://blogs.kma- Automation llc.net/kma/ Social Computing Mike Gilronan [email protected] @mikegil http://kmamikegil- blog.kma-llc.net/ External Facing Websites Derek Cash-Peterson [email protected] @dcpkma http://blogs.kma- llc.net/goodpoint/ BI -- Powered by SQL Chris McNulty [email protected] @cmcnulty20 http://www.chrismcnulty. Server 2012 00 net/blog/default.aspx Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 27. In Closing…KMA Stuff • KMA Event: 22 November – Amy Talhouk – New England SharePoint User Group – 5 ways SharePoint can benefit your PMO • KMA Webinar: 14 December – Derek Cash-Peterson – “How We Did It” Extranets for Partners and Customers – http://info.kma-llc.net/kma- webinar-sharepoint-based- partner-portal/ Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 28. In Closing…Other Stuff • Gilbane Conference: 30 November – 1 December – http://gilbaneboston.com • Microsoft Project Conference 2012 – Phoenix – March 19-22, 2012 – http://msprojectconference.com • SharePoint Conference 2012 – Las Vegas – November 12-15, 2012 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
- 29. THANK YOU! Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.