SharePoint as a Business Platform

Transcription

1 Jean-François Saint-Pierre Evolusys SA SharePoint as a Business Platform Why, What and How? No Code

2 Evolusys SA DataMining Business Intelligence Business Workflows & Forms Social & Geo Intelligence Mobility SAP / Microsoft Interop

3 SharePoint as a Business Platform The Rationale Why? It s not your father s SharePoint Component of a Business Platform SharePoint & Friends Application Types What? Candidate Apps Traditional vs SharePoint Task Orientation Approach How? Capabilities then Processes Real SharePoint Consultants Demo SharePoint LiveTiles dox42 Nintex Excel REST

4 SharePoint as a Business Platform THE WHY?

5 Knowledge Workers It is an era of Knowledge and Services Ten IT-enabled business trends for the decade ahead McKinsey (May 2013) #5 : Automating Knowledge Work Physical labor and transactional tasks have been widely automated over the last three decades. Now advances in data analytics, low-cost computer power, machine learning, and interfaces that understand humans are moving the automation frontier rapidly toward the world s more than 200 million knowledge workers. Source :

6 Not your father s Ubiquitous Secure Enterprise Level Tools Workflow Engine (x2) Forms (hum well..) Office Web Apps Search Mobility Business Intelligence Source :

7 Once installed, well nothing Still needs Configuration Design / Branding Support Training Monitoring and Governance Change / Evolution Policies Help / Feedback loops Or suffer The Glorified File Share (collaboration) The Random File Generator (search) The Ugly Outdated Intranet (contents) The Big Bucks Cafeteria Menu (purpose) The Swiss Cheese File Manager (security) The Electronic Quasimodo (design)

8 But more specifically Send and Receive Mails Mails can trigger transactions Mails should be tagged and shared Perform Calculations Simple / Complex Rules based Integrate with other systems No code, read-write Engaging UX Minimise required training Max Productivity Least Resistance Principle Information Assets Consumed and created As part of processes And tagged and shared Gartner Survey (2008) - BPM How often do your process change? 67% of processes change every 6 months 18% every month Provide reports Performance stats Monitoring

9 How does SharePoint Rank

10 The Case for No Code Code No Code Need Developers Tunnel Effect Complex Software Lifecycle Opaque Efforts / Costs Need Analysts Iterative Prototype Simplified Software Lifecycle Declarative Need additional tools (ROI) MAINTENANCE!!! MAINTENANCE!!!

11 With a little help

12 SharePoint (with a little help) Evolusys modern App - Ingredients Capability Comments Solution Connect SAP & SharePoint 4 ways to integrate no code Theobald Software Draw your Processes SharePoint Executes Nintex Workflow Build Intelligent Forms Also target Mobile Nintex Forms Integrate your mails From Outlook, Office OnePlaceSolutions Create a compelling UX And v2 is Responsive LiveTiles Generate personalized documents Using Familiar Office Tools dox42 Bridge On-Prem & SaaS Solutions All major SaaS including SalesForce Nintex Live

13 What is LiveTiles? LiveTiles is User Experience Modern user experience demands faster, more intuitive, convenient and personalized interactions. Delivers user-centric information within 1-2 touches or clicks, including tasks and schedules, meetings and popular documents LiveTiles is Design Supports modern UI design, mobile site creation and out-of-the-box integration with external platforms. Wizard-based interface is simple for non-technical users to navigate, and tiles, apps or additional functionality can be added or removed at the touch or click of a button LiveTiles is Mobile Mobile site views can be quickly created using a simple drag and drop method. Tiles and apps can be dragged to an interface and saved as a mobile device channel Phase 2 roll out in 2014 is an in-built Device Bar; build interfaces using device specifications from all the major brands on the market

14 What is dox42? Create Templates in Word, right from SharePoint Dox42 Ribbon Merge Automate Document Generation using Nintex Drive Server from any Workflow Output Outputs results directly into SharePoint In one or more of many output formats

15 SharePoint as a Business Platform THE WHAT?

16 Candidate Apps Poor Candidate Apps Good Candidate Apps High Volume / Short Time Highly Relational Structures Industrial Mostly outside SP Few Manual Steps Human Centric (slow) Unstructured KM Based Admin / Business Various Systems but SP Centric Manual Steps (Copy / Paste)

17 New Development Paradigm From the Window that does it all To Task Orientation and User Profiling

18 That Leverages SharePoint Bring Information Closer To the Owners Capitalizing on familiar tools : Excel, Word Whether as inputs our outputs Versioning, Search, Lists, Approvals Change audit trails Search based perspectives From the horses mouth Calculation models born in Excel / Remain in Excel Documents born in Word / Remain in Word

19 Security & Access Example Replacing a.net App LiveTiles / Nintex Forms Task Oriented Obtain Vaccine Cost Calculations Excel REST Always up to date Excel from doclib dox42 Merge with various Sources Word from doclib Route to Country Owners Nintex Workflow Review and Approval WF Complete EOI Form Create Contract Document Collecting Metrics throughout the process

20 Example Replacing a.net App Before Calculations Created in Excel But reprogrammed twice Outputs (Contracts) Created and maintained in Word But recreated in Reporting Services Huge performance problems Business Rules / Workflow All over the place (Interface, App, BD) Hard to maintain / Coded Execution per code After Calculations Created and maintained in Excel Remain in Excel (Excel REST) Outputs (Contracts) Created and maintained in Word Remain in Word (dox42) Incredible performance Business Rules / Workflow Nintex Forms / Workflow Visible, Maintainable / Versioned Execution engine (data points at every step)

21 SharePoint as a Business Platform THE HOW?

22 Approach towards a great app Get the Big Picture (Why) Then the What Then the How It will change, design with evolution in mind Adoption & Least Resistance : UX Respects each other s backgrounds (Business vs IT)

23 Approach Method Define the solution as a Service Define the Service(s) as a Suite of Capabilities Deliver the Capability through Processes Prototype, prototype, prototype Iterate, Iterate, Iterate Deliverables Service Definitions Capability Definitions Use Cases Process Definitions Prototype Solution

24 Anatomy of a Service Delivering Value to a Population Rationale Strategic, Tactical Motives Service Definition (Vision) Balanced Scorecard (Benefits, Clients, Process, People) People Stakeholders (Service Owners / Governance / RASCI) Clients / Target population(s) Supporting population(s) (Business) Processes (Service Specific) Automation whenever possible / User Experience / Design Training / Change requirements (path of least resistance) Constraints (Environment, Policies, Legal, Security) Tools Implementation Services Levels Objectives / Monitoring / Availability Change Requests / Issues Registers (Parking Lot) Delivering a SharePoint Platform Modeling your SharePoint as a services platform Embodying principles (Principles Self-Service, Great UX, Security, Coherence) Based on a Common Core (Foundation Services) Managed by Business committees (Governance) Bringing the Best Experience to different populations (User Experience) With Adapted automation and Support (Change Management)

25 Capabilities, then Processes 1. Business Capabilities are stable 2. While Processes Change 3. Start with Why and What (Business) and then How (Implementation)

26 Identifying Capabilities Corporate Credit Product Selection Building Credit Product Selection Collaterals Acquisition Collaterals Acquisition Data Entry Data Entry Rating Scoring First Vote First Vote Product Configuration Product Configuration Collaterals Evaluation Collaterals Evaluation Final Vote & Decision Final Vote & Decision Get Signature Get Signature Check Contract Check Contract Collaterals Payment Registration Entry in Land Register Payment Consumer Credit Product Selection Data Entry Scoring Vote Decision Get Signature Check Contract Payment Disaggregation of the value chain Product Configuration Product Configuration Collaterals Registration Scoring Scoring Rating Vote Decision Check Contract Product Selection Product Selection Entry in Land Register Collaterals Evaluation Collaterals Evaluation Collaterals Acquisition Get Signature Payment Data Entry

27 Anatomy of a Capability Start Technology Procedures People

28 Encapsulating a Capability Business owns the WHAT and the WHY SharePoint Consultant owns the HOW

29 SharePoint is a strange Beast Just because it s possible does not mean it s a good idea! Advice : Know your SharePoint (Analyst)

30 Your SharePoint Analysts Should care about : Why and What we are building User Experience Reuse Maintenance Metrics Advice : Simple is Hard

31 SharePoint Analysts Humm Question Consider SharePoint as a Framework 1 st option is to develop Know the API, but not the Configuration Do not see the forest for the trees Fail to see the big picture Focus on the How, not the What / Why Have a hard time speaking clearly Sounds like Klingon Do not care about UX Prefer the following See SharePoint as a Platform Know the Features (all of them) Understand why there are many possibilities for a given goal Put themselves in the users shoes Focus on the outcome Will challenge to understand the what Should be easy to understand Talk Business Make suggestions for Improvement Understand User Experience

32 One Last Quote

33 SharePoint as a Business Platform DEMO

34 LiveTiles not only design but a huge component!

35 Excel REST Services Model Grab a Cell rogramcost')?$format=atom Use as calculator rogramcost')?$format=image&ranges('estimatedprogramcost')=65000&ranges('countrysupportpercent')=0.8 And now m_performance')?$format=image&ranges('estimatedprogramcost')=65000&ranges('countrysupportpercent') =0.5

36 Jean-François Saint-Pierre Managing Partner Business Development