Optimizing SharePoint and Office 365 for Workflow and Forms

Transcription

1 Optimizing SharePoint and Office 365 for Workflow and Forms Wednesday April 22, 2015

2 About AIIM AIIM is the Global Community of Information Professionals AIIM believes that the information systems we use at work should be simple, secure, and available anywhere, anytime, and on any device. Our mission is to improve organizational performance by empowering a community of leaders committed to information-driven innovation. Learn more at

3 AIIM Presents: Optimizing SharePoint and Office 365 for Workflow and Forms Theresa Resek Director AIIM Vlad Catrinescu SharePoint MVP SharePoint-Community.net Holly Anderson Product Marketing Manager K2

4 Introducing our Featured Speaker Vlad Catrinescu SharePoint Consultant from Montreal PowerShell and Automation Fan 7 Years in IT, 5 with SharePoint Blog:

5 Some Stats Use Workflows in SharePoint 29% 71% Yes no

6 However 100% 90% 80% 70% 60% 50% 40% 40% 36% 30% 20% 21% 10% 0% Struggle with Workflows & Forms Find linking to other systems difficult Would like to extend processes to mobile

7 Presentation Summary I BEGIN Workflow Introduction What? Why? III II K2 Appit Info What? Forms How? Demo VI? Q & A END

8 Workflows Introduction Workflows 101 I

9 SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business What processes are SharePoint from collecting Workflows? signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.

10 SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business What processes are SharePoint from collecting Workflows? signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.

11 SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business What processes are SharePoint from collecting Workflows? signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.

12 SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business What processes are SharePoint from collecting Workflows? signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.

13 SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business What processes are SharePoint from collecting Workflows? signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.

14 What tools do I need? SharePoint Designer Visual Studio Third Party

15 SharePoint Designer SharePoint Designer 2013 is the tool of choice for, advanced users who can rapidly create SharePoint solutions in response to business needs. Advanced users can compose no-code solutions by leveraging the building blocks available in SharePoint in an easy to use environment. SharePoint Designer

16 Visual Studio You can use the Visual Studio 2010 Workflow Designer to create workflow templates and custom workflow activities. You can include custom code in your workflow, as well as create custom activities to be used in other workflows. Visual Studio

17 Third Party Third party workflow systems offer the functionality and power of Visual Studio workflows, and as easy if not easier to use as SharePoint Designer. Third Party

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19 Which one should I choose? Complexity Workflow Creator Connected Systems Mobile App Budget

20 A word on forms II

21 Microsoft & Forms

22 Timeline January : Last version of InfoPath March Microsoft Shows off FoSL at SPC14 February FoSL cancelled. InfoPath will work with SharePoint 2016

23 What should you do? KEEP BUILD BUY

24 K2 Appit for SharePoint III

25 Usage continues to grow 65% of SharePoint customers have either moved to or are planning to move to SharePoint % of SharePoint customers will deploy custom business apps 2 60% of Fortune 500 are using Office365, while there has been a 150% growth in SMB customers using Office Connecting and Optimizing SharePoint, AIIM Industry Watch : Forrester Research SharePoint Adoption Faces Three Barriers 3: Microsoft research. Top enterprise trends for a digital world

26 But the reality is 50% of organizations manage two or more live versions of SharePoint 1 40% of users are struggling with the workflow with forms function in SharePoint % of respondents are having difficulty extending SharePoint processes to mobile 1. Connecting and Optimizing SharePoint, AIIM Industry Watch 2015

27 Common SharePoint challenges Customizing SharePoint forms Workflow solutions that meet your needs Task management that is easy to use Integration with other line-of-business systems Insight and Administration

28 54% of SharePoint customers turn to 3 rd party tools to meet their needs

29 Seamless hybrid apps SharePoint Online SharePoint 2013 Exchange Online On Premises SQL Server K2 Appit for SharePoint Microsoft CRM Online Cloud Azure SQL Web service Web Services

30 Your business apps with your data on any device anywhere

31 Let s see how it really works

32 Thank you VLAD HOLLY vladcatrinescu k2-appit-for-sharepoint

33 Questions?

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