Advanced Workflow, Forms and Mobility in Office 365 and SharePoint

Transcription

1 Advanced Workflow, Forms and Mobility in Office 365 and SharePoint 2013

2 Today s Presentation: Introduction About Gig Werks SharePoint 2013 Overview SharePoint Workflow Overview New Features and Updates About Nintex Demonstration Q&A Advanced Workflow, Forms and Mobility in Office 365 and SharePoint 2013 with Nintex

3 SharePoint Quick Start Offers SharePoint Planning SharePoint Advisory Services SharePoint 3 Day Staging & Development Workshop SharePoint & Business Intelligence SharePoint & Branding SharePoint & Line of Business Integration Upcoming SharePoint Webcasts & Events Webcast Wednesday, 05/07 View, Annotate and Secure your Content Anywhere and on Any Device in SharePoint 2013 Webcast Thursday, 05/08 Advanced Records Management with SharePoint Webcast Thursday, 05/29 Enhance Productivity, Usability and Relevance with Advanced Search in SharePoint 2013 Webcast Friday, 05/30 Workflow in the Cloud with Office 365 and SharePoint Online Webcast Monday, 06/02 Benefits of in the Cloud with Office 365 and Exchange Online Webcast Monday, 06/03 Project Management in SharePoint 2013

4 About Gig Werks Company began and has been a Microsoft Gold Partner since 2002 Headquartered in NY Deep relationship with Microsoft Virtual Technology Specialists for the Microsoft New York Enterprise Group Microsoft SharePoint Partner Award Winner 2010, 2011, 2012 & 2013 Various other Microsoft Awards and Tech Forum Award Winner 2008 Invited into the Partner Evidence Program for SharePoint 2007, 2010 & 2013 Market Focus From 100 seats to 150,000+ with clients across North America Have focused on SharePoint since 2003 Have helped a number of customers take advantage of new features in SharePoint 2013 Expertise around the full capabilities of SharePoint, Business Intelligence and the Microsoft Stack. Uniquely partner and offer expertise on the Best SharePoint ISV s in the channel

5 Gig Werks ISV Partner Ecosystem Enterprise Content Management Intelledox Collabware Metalogix HiSoftware Accusoft BA Insight IGC Colligo Workshare Macroview CADtoWIN Nintex AEC Solutions Intelledox Nintex CADtoWIN BrightWork Accusoft Colligo IGC Metalogix Axceler Workflow Nintex HiSoftware Intelledox Financial Services Solutions Intelledox Collabware HiSoftware Metalogix Workshare Macroview Accusoft Nintex Advanced Functionality Search BA Insight Accusoft IGC Colligo Workshare Macroview Business Intelligence / Reporting HiSoftware BrightWork Nintex Metalogix Advanced Industry Solutions Intelledox BA Insight Workshare Macroview Accusoft Collabware Nintex HiSoftware Metalogix Colligo Legal Solutions Project Management BrightWork Pharmaceutical / Healthcare Solutions Intelledox HiSoftware Metalogix Workshare Macroview Nintex Compliance Intelledox Collabware Axceler/Metalogix HiSoftware IGC Colligo Workshare Macroview

6 Microsoft SharePoint The Business Collaboration Platform for the Enterprise and the Web Composites SharePoint Composites combines data, documents, and business process in a useful, productive way by assembling, connecting, and configuring the basic building blocks of functionality available in SharePoint and Office Products so you can rapidly create no-code business solutions

7 Understanding Workflow What is Workflow? A set of activities that coordinate people and / or software. Communicating this organization to humans and automated processes is the value-add that workflow provides. The workflow model encourages reuse and agility, leading to more flexible business processes Why Workflow? The key business value delivered is coordination, for instance, in organizing multiple contributions to the preparation of a quote or driving a document review. Each instance of the business process concerned is of long duration, measured often in days, weeks, or months, rather than minutes. The business process has human participants, who usually contribute most of the work product.

8 Workflow in SharePoint Every business has processes Workflows help Automate and Manage Business Processes Ensure Processes are Consistent and Repeatable SharePoint bridges the gap between knowledge and toolset Interacts with existing SharePoint technologies Lists and Libraries (including External Lists) Tasks InfoPath

9 Architectural Changes in SharePoint 2013 Workflow

10 OOTB Predefined Workflows Predefined Just fill in the blanks Most used within SharePoint Can be defined in the browser Types of OOTB Predefined Workflows Collect Feedback Approval Disposition Approval Collect Signatures Three-States Publishing

11 What s New in SharePoint Designer 2013 Ability to create workflow based off the new.net 4.x Workflow Infrastructure While at the same time still able to create and edit the old SharePoint 2010 Workflows Tight integration with Stages. Workflows no longer have to be serial All 2013 Workflows are now state-based, and you can have your workflow jump to any stage you want, even to a previous stage. The new Visual Designer A brand new design surface that integrates the Visio canvas right inside SharePoint Designer You can create workflows using click and drag You can even set the properties of every action right within the Visual Designer. No need to jump back to the Text-Based Designer if you do not wish to. Copy and Paste You can now Copy, Cut, and Paste within the Text-Based Designer!

12 What s New in SharePoint Designer 2013 Loops Loops are now a fully integrated action which you can use within all 2013 Workflows Call Web Service Action You can now call Rest/HTTP web services right from within SharePoint 2013 workflows Start Workflow Actions We now have an action that lets you spawn up old 2010 workflows right from within a 2013 workflow. You can use this action to take advantage of any 2010 workflow functionality (e.g. your old custom actions) Packaging You can now package individual workflows straight from within SPD Dictionary Type Variables You can now create variables that can hold an array of values! Combining this with the new Loop action opens up a whole host of new scenario

13 Nintex for Workflow Nintex Workflow for Office 365 and SharePoint enables organizations to extend business process automation to more people, places and devices, delivering workflow for everyone. Nintex Workflow adds a drag-and-drop workflow designer, advanced connectivity, and rich workflow features to give customers more power and flexibility. Benefits and ROI of Nintex Include: Reusable templates and modules Share and align business practices across teams Reduced IT burden Efficiency gains and reduced processing costs See real-time status of workflows Measure and improve business performance Built-In ROI Calculator Lazy Approval

14 Nintex Workflow s Contribution What Nintex Adds to SharePoint Workflow: Graphical designer 100+ actions Management tools What Nintex Does to SharePoint Workflow: Makes it truly easy Makes it truly powerful Lets it model real work Makes it governable Connects it to everything Brings it to everyone

15 Nintex - Benefits Work in SharePoint from start to end via browser Design intuitively, fewer clicks Track, report, analyze Create & reuse actions Connect with systems, DBs, web services, cloud services Expose workflow forms anywhere on any device

16 DEMONSTRATION