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Planning for Workflow and Business Process

ImprovementPresented by: Marc Lenferna de la MotteIndependent Consultant

26 February 2011

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ABOUT ME

– ECM and Workflow Consultant– Principal Consultant at Lenferna Consultant– AIIM Certified SharePoint Practitioner

(Masters soon)– Specialised in SharePoint over the years since

early days 2003– MCTS– Passionate about Sailing!

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PROBLEM

– Business inefficiency– Content– Unknown Processes– User Frustration

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AGENDA

Problems BPI and Workflow Lifecycle Success Learning

Tips

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– Optimise – Efficiency– Quality– Productivity – Timeliness– Provides competitive advantage– Employee satisfaction

BPI OBJECTIVES

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BPI – Simplify

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• Don’t over-complicate• Breakdown into

smaller activities• Improve the process• Design with End User

in mind• Set your Benchmarks

and Goals• You will re-evaluate

BPI SUMMARY

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• Sequence of connected steps• Activities and Tasks• Series or Parallel

WHAT IS WORKFLOW

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• Enterprise Content Management• Automated Content Filing • Business Rules• Approval and Routing of Content • Publishing of Content (WCM)• Content Authoring and Reviewing

SOME WORKFLOW USES

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Capture

Process Analysis and

Discovery

Development

Monitor and Reporting

Improvement

SharePoint ECM

Best Practices

People

SHAREPOINT BPI LIFECYCLE MODEL

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WORKFLOW REDESIGN

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Business Analyst/Process Designer

Designer/IW/Power User Professional Developer

Design skeleton workflow processes

View workflow visualizations

Declarative Workflows Code Workflows

Event Receivers

Custom Activities

.vwi .wsp

.vwi -X-

SHAREPOINT WORKFLOW TOOLS CONTINUUM

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• Visio has SharePoint Workflow template– Allows you to create workflow design in Visio– Workflow can be exported to SharePoint Designer

WORKFLOWS USING VISIO 2010

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Demo Time!

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BUILD FOR SUCCESS

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• SharePoint ECM– Decide on content that requires processes

• BPI – Analyse the business process and refine

• Workflow– Take TO-BE process from BPI Phase and create

SharePoint Workflow

SUMMARY

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Thank you for your time Jhb!

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