POWERING UP SHAREPOINT AND OFFICE 365 TO SOLVE REAL BUSINESS PROBLEMS. Scott Restivo Crow Canyon Systems, Inc.

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1 POWERING UP SHAREPOINT AND OFFICE 365 TO SOLVE REAL BUSINESS PROBLEMS Scott Restivo Crow Canyon Systems, Inc.

PRESENTER Scott Restivo, CEO Crow Canyon Systems, Inc. Email: scott.restivo@crowcanyon.

2 PRESENTER Scott Restivo, CEO Crow Canyon Systems, Inc. Office: Blog:

COMPANY FACTS: Founded in 1999 Main Office: Benicia, CA 5500+ Installations Worldwide 100+ Custom Development Projects COMPANY HISTORY: We have been building business

3 COMPANY FACTS: Founded in 1999 Main Office: Benicia, CA Installations Worldwide 100+ Custom Development Projects COMPANY HISTORY: We have been building business applications on Microsoft platforms for almost 20 years. Successful delivery of many programs, both outof-the-box and custom development projects, to organizations worldwide.

4 What I will cover today Common Business Challenges in Application Development Organizational Application What SharePoint Provides Out of the Box Standard Features Development Tools Crow Canyon s Approach UI/UX Workflows Reporting Solutions to Power Up SharePoint Web Parts/Apps Platforms ISVs Q&A

5 Common Business Challenges ORGANIZATION & APPLICATION-SPECIFIC HURDLES

6 Organizational Challenges Corporate Directives Move to the Cloud Initiatives User Adoption Issues Company Growth Mergers (or Splits) Regulatory & Compliance Requirements

7 Application Challenges s/Spreadsheets Limited collaboration No tracking & reporting Lack of accountability Limited access & scalability Adhoc/Homegrown Developer-dependent Issues with Support & Upgrades Legacy Systems Outdated technology Discontinued Support Enterprise Software Expensive Feature overkill Lack of customization

8 What SharePoint Provides OOTB WHAT CAN YOU EXPECT OF THE PLATFORM

9 SharePoint Out of the Box Sites, Site Collections Lists & Libraries Permissions Views/Filters on lists Columns Integration with AD

10 But SharePoint Needs More Basic capabilities, but lacking critical features needed for a business application platform What about: Forms? Workflows? Custom columns? sync? Database integration? Reporting?

11 SharePoint Dev tools SharePoint Workflows SharePoint Designer InfoPath forms Visual Studio

12 Limitations of SharePoint Dev Tools Configure OOTB SharePoint workflow SharePoint Designer Workflow Custom code workflow (Visual Studio) Pros Easy to implement Business users can setup their own basic workflows (e.g. document approval) Basic workflows can be implemented by trained power users Relatively quick to implement for low complexity workflows Based on Windows Workflow Foundation Fully customizable Supports sequential and State Machine workflows Deployable to different environments using the SharePoint solution and feature framework Cons Very limited configuration options available Limited to the most basic of workflows The user experience for an average user participating in the workflow is not great No built-in source control Difficult to deploy to different environments Sequential workflow only Steep learning curve Lack of good documentation and tools for debugging and diagnostics New solution package required for workflow changes High initial implementation and maintenance costs Courtesy Habanero Consulting

13 Crow Canyon s Approach CONSIDERATIONS FOR APPLICATION DESIGN

14 Three Pillars of Application Design UI/UX Workflow and Business Processes Reporting

15 UI/UX & User Adoption Source: 2015 AIIM Report UI/UX Low User Adoption Rates in SharePoint

16 GO FROM THIS TO THIS UI/UX

17 UI/UX Why is UI/UX important? Drive User Adoption (engage users) Ease-of-use Simplicity Information at your fingertips Attractive visual elements To power up User Adoption, look for: Forms Manager/Dynamic Forms Custom Columns Portals for Employees, Customers Configurable Workspaces Dashboards to present key information Branding to match corporate look and feel Responsive Design

18 UI/UX Tabbed Form UI

19 UI/UX Colorful End User Portal

20 UI/UX Tech/Staff Portal

21 Mobile / Responsive Design Growing use of mobile devices Flexible, anywhere access to data UI/UX

22 Why are Workflows & Business Processes important? Automate day-to-day tasks Visibility Accountability Full lifecycle tracking Communication WORKFLOW

23 Workflows & Business Processes To deploy robust workflows and business processes, look for: Workflow Manager Ticket Routing Alerts/Notifications Service Level Agreements Auto Assignment/Escalation Recurring Tickets/Tasks Sub-tasks & Linked Items Print Manager Synchronization Database Integration WORKFLOW

24 WORKFLOW Workflow Configuration Options Application Administration

25 WORKFLOW Service Level Agreements

26 WORKFLOW Approver Definitions

27 WORKFLOW Apps in Office 365

28 WORKFLOW Workflow Manager Office 365

29 WORKFLOW Sync App Office 365

30 Why are Reporting & Analytics important? To answer key business questions: Are we meeting our service level goals? Is the staff performing optimally? What are the most common issues? What is blocking better performance? How can we improve? REPORTING

31 Why are Reporting & Analytics important? Key business questions: Are we meeting our service level goals? Is the staff performing optimally? What are the most common issues? What is blocking better performance? How can we improve? To answer these questions, look for: Report Center Dashboards Tiles & Dials Data Integrations (Excel, SSRS) REPORTING

32 Reporting & Analytics: Continuous Cycle of Improvement Find root causes and fix them Hardware Software Procedures People REPORTING

33 REPORTING Report Center

34 REPORTING Report Center Office 365

35 REPORTING Report on Important Stats Example: Open Tickets by Staff

36 REPORTING Dashboard Pages Bring Visibility

37 REPORTING Tables

38 REPORTING Tiles & Dials

39 Three Pillars of Application Design UI/UX Forms Manager Dynamic Forms Custom Columns Employee & Customer Portals Configurable Workspaces Responsive Design Branding Workflow and Business Processes Workflow Manager Ticket Routing Alerts/Notifications Service Level Agreements Auto Assignment/Escalation Recurring Tickets/Tasks Sub-tasks & Linked Items Print Manager Synchronization Database Integration Reporting Report Center Dashboards Tiles & Dials Data Integration

40 How to Power Up? OPTIONS

41 Options Apps Web Parts Templates Platforms Custom Development Microsoft Flow/PowerApps Out-of-the-box Applications

42 Common Applications: Help Desk Asset Management Customer Service Facilities Requests Equipment Tracking HR Requests Purchasing

43 Other Applications: Security Access Requests Onboarding Compliance Workflows Document Management Marketing Materials Membership Services Integration (HR, SQL, finance) databases

Stay in touch! @crowcanyonsw www.linkedin.

44 Stay in -canyon-software

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