sharevis extends sharepoint - adaptive...
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Solutions for SharePoint Workflow - Document Control - Business Process Management
With out-of-the-box (OOB) products and templated solutions
ShareVis extends SharePoint
June, 2007
SharePoint
functionality incl.:
User management, permissions,
and standard collaborative
functionality, such as check in,
check out, versioning, alerts etc..
Database and operating system.
Com
moditiz
ed
functio
nalit
y
Typic
al eff
ort
required f
or
sta
nd a
lone s
olu
tio
n
Share
Vis
ShareVis Extensions
Templated Solutions
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
ShareVis Value Proposition
ShareVis provides a cost-effective way to:
Create and enforce virtually any business process
Track who did what to documents and forms and when they did it
Move documents and forms through an organization quickly
Access and work with information in legacy systems
Get visibility and buy-in to all types of information
Comply with financial and industry regulation
Who acted leverages WSS-established roles and permissions
What they did submit, approve/reject, view, comment, revise
When they did it determine cycle time
Why justification of action
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
Key Differentiator: ShareVis Provides
Packaged Product not Toolkit
ShareVis is providing “high-end” domain expertise in (Document Control/Change Management & Process Automation) through packaged products for the SharePoint platform:
Rapid time-to-business solutions.
Configurable product, not a “service-ware” approach.
Secures “human” investments made in SharePoint by using the same use model and look and feel.
Enables companies to seamlessly enforce their business processeswhile leveraging already made investments in infrastructure and training.
ShareVis is built for SharePoint NOT ported to SharePoint. Runs completely within WSS with no need for an external server.
Seamlessly extends the WSS “use-model”.
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
ShareVis Workflow DesignerScalable Functionality with intuitive use-model
Integrates seamlessly and
transparently with SharePoint.
Swim lane design with mapping to
groups in SharePoint for selection
of performers e.g. “Manager”
maps to the “Managers Group”
from the SharePoint site.
Flexible Assignments: “Single Task”, do something and
continue.
“Approval Assignment”, provide a
disposition (Approve/Reject).
Team Assignments with voting, all, one or
%-age.
Sub-Processes
Auto Assignments
Powerful monitoring
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
ShareVis Workflow Designer
Powerful workflow logic with SharePoint
attribute control
Customizable notifications with due dates,
over due notifications, and configurable “nag”
features, i.e. reminders.
Conditional workflow transitions.
If approved by, if rejected by.
If <value> is…
Process Synchronization operations like
AND, XOR, and conditional Loops and Sub-
Loops, i.e. Sub-Processes provide great
control and configurability.
Attributes in SharePoint, i.e. “columns” like
document meta-data or form values can be
used in the workflow for conditional
transitions.
Phone: 760 230 2771
ShareVis DocEx
Powerful Document Control
Automatic: Revisioning
Document Numbering
Status reporting
Document History
Update office documents Watermarks in documents
Have ShareVis process automatically
update information in a document: Revision
Document Numbering
Status information
Copy approved documents to
read only libraries and Internet
sites
Email notifications and
document distribution
SharePoint Reporting
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
ShareVis FormEx – Forms AutomationExtends SharePoint with web forms and workflow-based approval.
Use pre-defined workflow processes in combination with forms.
Forms defined using InfoPath + ShareVis extensions for the process activities.
Participants in the process use a „thin-client‟form (only need a web browser).
Handle conditions and transitions based on the attributes of the form.
Visibility to form information based on „role‟ (participants only see relevant information).
Powerful look-up of information in external systems and databases -> use ShareVis FormEx as front-end to legacy systems.
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
ShareVis FormExFull control over all forms and processes including metrics and reporting
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
ShareVis Workflow Designer Plug-inExtends the workflow with programmatic Activities or Tasks
ShareVis workflow “plug-ins” extend the process with
user defined programmatic activities or tasks.
Go beyond a human-to-human workflow process with
human-to-system or system-to-system activities:
Get started with ShareVis „off-the-shelf‟ template
driven plug-ins that:
Generates the next unique “document number”
Changes the “revision”
Set‟s the “effective date”
Generates a PDF version of the document
Copies the released document to another library,
Execute other programs
Write or read information from data sources
Deploy „custom‟ plug-ins that:
Exchanges information between SharePoint and legacy
systems.
“Transfers” the document to the back-end PDM solution.
Updates external systems at certain steps in the process.
Invokes ShareVis processes based on externally triggered
events, i.e., support requests, order entry forms, etc.
Phone: 760 230 2771
Plug-in Example: Document Generation
Configure document content
automatically, review and auto
generate PDF
legal documents
Work Instructions, etc.
Email: [email protected] Copyright ShareVis 2007
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
Configurable Notification Via Email (and Approval)With embedded process history and direct link to task list
Assignee is notified via an email.
Text in email is completely configurable by the process author
Embedded link (URL) in email provides “single click” access to task list
Process history displayed in email
Configurable “off-line” approval via email forDocuments/Forms
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
Out of office delegation
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
Full tracking and historyWho did what when?
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
ShareVis AdminFull control over all processes including metrics and reporting
Administrator has full control over all
processes
Edit, Cancel
Force Completion with Approval or
Rejection
Re-assignments
Individual process or “bulk”
Report by exporting to Excel,
SQL Reporting Services or
ShareVis Dashboard
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
ShareVis uses SharePoint as a Platform, e.g. the workflow
updates the status attribute and the Microsoft Office Web Part
accesses the SharePoint list creating a Status Chart…
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
Reports via SQL Reporting Services
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
Reports via ShareVis Dashboard
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
Next Steps
See Your Own Process in Action
We will implement a process you select
Demo it to the process stakeholders
See it work and then you decide…
Phone: 760 230 2771Email: [email protected] Copyright ShareVis 2007
Thank you!