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1 Title: Office InfoPath Forms Services Demo #25684 Microsoft Studios Version: Final(121305) Scenario/Section: Release Version: Producer: Linda Fane / Linda Fane Productions Script Version: Scriptwriter: Pat Ruffio/ Creative Intelligence Corporation Client: 1 Introduction //00:00 Show icons/images of various industries and/or people in those industries: Mélange of text appears randomly on screen: Forms are everywhere. Construction Healthcare Expense reports Purchase orders Benefits changes Financial services Status reports Government Business Permits Change requests Loan applications Point is to show that people use all types of forms every day in many circumstances and that they are a part of everyday life. Insurance claims Medical histories Job applications Sheet 1 of 15

2 2 Same icons as previous Mélange of text continues Why? Because forms are a powerful way to capture information and manage simple and complex business processes. 3 Image that shows a blank conventional paper form that is filled in by hand. Point of 3, 4 & 5 is to show that most electronic forms are similar to paper-based forms they use similar backend processes 4 Web-based form that is (1) printed, (2) filled-in and (3) Faxed or mailed in 5 Images of manual paper-based data collection, handling, review and distribution with negative cash flow symbols. People filling out paper-based form dissolving to people accessing and filling out electronic forms online. Time consuming Expensive Error prone Creating and deploying paperbased forms solutions is time consuming, error-prone, and expensive. Text continues Electronic forms can be complex and expensive to develop and manage well. Text continues Organizations using these forms solutions often incur high costs to collect, manage, review, and distribute data. 6 Fade to the Microsoft Office 2007 forms solutions to view. <be sure to change Contoso to Fabrikam on the Browser Forms jpg also add Fabrikam logo> Show 3 views of form: Web browser IE InfoPath rich client Browser Forms.jpg The new Microsoft Office Professional 2007 electronic forms solution is designed to help organizations streamline business processes and make data collection, distribution, and integration more costeffective than is possible with paper-based forms. Mobile device (PDA) Sheet 2 of 15

3 7 Same as previous (line # 6) <Change emphasis of each type of form in web browser, InfoPath rich client, and mobile device.> 8 <Be sure to change Contoso to 2007 rich client Built on Microsoft Windows Fabrikam.> Browser Forms.jpg (same screen as Row 6) New offering Built on SharePoint Services 3.0 Uses Office InfoPath Microsoft Office InfoPath Forms Services is a new offering within the Microsoft Office System. SharePoint Services 3-point-oh (3.0), Office InfoPath Forms Services provides a scalable, security-enhanced, standardsbased electronic forms solution that enables organizations to extend the reach of their forms-driven business processes to anyone with a Web browser. 9 Transition from three types of forms browsers to InfoPath rich client <Emphasize InfoPath rich client as central to process.> Easy-to-use form solution design environment The Microsoft Office InfoPath 2007 rich client provides an easy-to-use form solution design environment. 10 Forms design by a business user. <Emphasize ease of forms design by business user.> RightClick Options.png Business users rapidly design and publish formsbased solutions. With the Office InfoPath 2007 Forms Designer, business users can design, develop, and publish forms-based solutions quickly with little or no IT support. 11 Show how advanced capabilities can be added by a developer in an integrated development environment. Integrate VS.jpg Developers add advanced capabilities with minimal development effort and cost. Developers can add advanced capabilities such as integrating form data with back-end databases and capturing information in a consistent way across several forms, with minimal effort and cost. Sheet 3 of 15

4 12 Show an end-user filling out an electronic form easily in Web browser (IE) <Change Contoso to Fabrikam in browser image.> Users spend less time filling out smart easy-touse forms. Smart, easy-to-use forms guide users through data entry tasks and validate data at the time of entry, helping avoid costly errors later. 13 Animation that enlarges and then reduces each type of browser form. Loan app IE with validation.jpg Forms can be filled out in any Web browser Above all, these forms can be filled out in any Web browser. 14 <Show how Office Forms Services is easy to deploy.> Browser forms jpg Rapidly deploy and manage Streamline business processes Office InfoPath Forms Services enables organizations to rapidly deploy and manage rich, robust electronic forms that extend business processes across organizational boundaries to customers, Partners, and suppliers. 15 //01:50 (//01:50) <Segue to scenario of Fabrikam headquarters in mentioned in Row 16.> Let s look at a familiar scenario that demonstrates the power of Office InfoPath Forms Services. Sheet 4 of 15

5 16 Scenario: Loan Application Show outside image of Fabrikam headquarters building Design and publish sustainable forms solutions The financial business unit of Fabrikam Incorporated offers a new loan service that makes it easy for customers to apply for home loans on the Web. Dissolve to image of inside headquarters building. 17 Message 1: Dissolve to Michael Allen, business user Design & publish sustainable forms solutions //01:50 The service also includes a business process that makes reviewing, validating, and approving loan applications more efficient. 18 Design an electronic forms-based workflow Michael Allen, a Fabrikam loan department analyst, wants to get the new service to market more quickly. 19 Michael opens up Forms Designer so that he can design form by himself without developer assistance. Rather than rely on company developers, he designs the form himself. RightClick Options.png 20 Michael goes to template parts library Michael pulls template parts Michael designs forms using template parts Template parts.jpg Intuitive interface Graphical tools Reusable template parts First, Michael opens the Office InfoPath 2007 Forms Designer. The intuitive Forms Designer interface, graphical tools, and reusable template parts enable him to design an XML-based form template quickly without coding. Sheet 5 of 15

6 21 Michael manages forms by organizing forms in SharePoint Library. Using the centralized library makes it easy for Michael or others to find forms later on. Help control who can create and publish forms Office InfoPath Forms Services centralizes the management and control of Microsoft Office InfoPath 2007 forms. Manage forms.jpg 22 Show Mike posting a finished template into the SharePoint document library Michael s access rights allow him to store the finished template on a server running Office InfoPath Forms Services. 23 Show Mike and SharePoint library. Keep library as Mike fades out and Susan fades in Fade out Susan and library Fade into back-end system such as a 24 mainframe computer <Idea is to show how Susan the developer can add more specificity by having forms in SharePoint library connected to backend systems.> Same screen (SharePoint Library.jpg) as Row 24 Add advanced form capabilities with minimal developer effort Office InfoPath Forms Services is extensible, for example, to back-end systems. Susan Burk, a Fabrikam software developer, wants to add advanced business logic and specialized functionality to the form template that Michael the analyst created. 25 Show Susan retrieving the form template from the SharePoint library that Michael put it in. Manage forms.jpg First, she retrieves Michael s template from a Windows SharePoint Services document library located on a computer running Microsoft Office SharePoint Server Sheet 6 of 15

7 26 Show Susan opening Visual Studio.NET. Use Integrate VS.jpg to show the programming resources she can use to add advanced capabilities. Tight integration with Visual Studio.NET Next, she opens Microsoft Visual Studio dot NET and accesses a library of reusable template parts and code fragments. Integrate VS.jpg 27 Show Susan retrieving code fragments from the SharePoint library. <Point is ease of use and speed> Easily retrieve and re-use code fragments She chooses several reusable C- Sharp (#) code fragments from the library and inserts the code into the form template. TemplateParts.jpg 28 Show Susan debugging and testing the template code. <Point is ease of use in a familiar development environment> Next, she tests and debugs the template without leaving the Visual Studio environment. Integrate VS.jpg 29 Highlight the deployment portion of the process screen shot by highlighting and showing data moving through the Publish XSN arrow in the diagram. Office InfoPath Forms Services makes it easy for Susan to deploy the form and make it visible on the Fabrikam website. OFS_Publish_ Process.jpg Sheet 7 of 15

8 30 Delete no action Like Michael, Susan has been granted administrative privileges to publish Office InfoPath 2007 forms. [Please record this but note that this VO will likely be deleted in the final product.] 31 //03:35 (//01:45) Form is posted to Fabrikam home page and made available for use by John, the consumer. <Show information moving from the SharePoint library (located on the Office 12 servers in the OFS_Publish_ Process.jpg diagram) to the Fabrikam home page (Fabrikam Home Page.jpg.)> <Change all mentions of Contoso to Fabrikam.> Fabrikam Home Page.jpg <Change Contoso to Fabrikam> Susan posts the finished template back to Office SharePoint Server 2007 and deploys the template to the Fabrikam website. Sheet 8 of 15

9 32 Message 2: Extend business processes with user-friendly forms //03:35 Pull back from image of Fabrikam home page so that John Smith (consumer) can be placed in front of computer looking at screen with home page. 33 Show John at computer looking at Fabrikam home page Focus on portion of home page that says Apply for a Home Loan. Fabrikam Home Page.jpg Collect data from customers, partners, and suppliers Office InfoPath Forms Services makes it easy for Fabrikam to design smart forms that gather data from customers, whether they use the Office InfoPath 2007 rich client or any other type of Web browser. John Smith, an existing Fabrikam customer, enters the Fabrikam Web site and clicks Apply for a Home Loan. 34 John clicks on Apply for a Home Loan and blank electronic InfoPath form opens in Internet Explorer browser. This opens an instance of the form template deployed by Susan. <Be sure to change Contoso to Fabrikam on screen shot.> <Also, start the animation with a blank application form.> <Finally, emphasize IE browser by briefly highlighting IE banner at top of screen and fading other information.> Loan app IE.jpg 35 Show animation of John s account information filling the application automatically (this implies connection to backend database). 36 <Note: Be sure to show how the IE screen This information is filled into gets populated with John s information.> the loan application form automatically. John s personal and general account information is retrieved from the Fabrikam CRM database. Sheet 9 of 15

10 37 Close-up of Fabrikam electronic loan application in Internet Explorer browser Same screen as Row 38 John notices that the Webbased form layout is unlike typical online forms. 38 Show animation of: Data being filled out in the application Data entry stops Show incorrect data (in error) as red bold text Back up (erase) incorrect data. Applicant form validation.jpg Browser-capable forms are easy to navigate and fill out. The Web-based user interface enables easy navigation through the form and provides tips that help John to correct data entry errors as he completes the form. 39 Add data correctly (regular text) <Point is to show that the smart form knows when data is incorrect and prompts user to correct the mistake.> Automatic data validation helps avoid costly errors. 40 Animate: A back-end system (a database) Two lists of data (loan criteria and John s information) Automatic data checking increases data integrity and helps avoid data entry rework later in the application process. Built-in business logic on the server compares prespecified loan criteria with John s account information First, highlight the list of the bank s loan criteria and then highlight the second list (John s information). 41 Show a list of three blank radio buttons with three sets of loan terms A 15 years 5.41% B 20 years 5.62% C 30 years 5.85% The loan application process offers John three loan terms at different interest rates. Sheet 10 of 15

11 42 Use a pointer to show how John selects choice C on screen. He chooses the loan term and interest rate that best fits his requirements and submits the loan application. 43 //4:45 (//01:10) Show: John reading an message. Loan app in outlook.jpg Workflow integrated with Office Outlook 2006 After submitting the loan application, John receives an message. The message opening. John s filled-out application form in Outlook. [Use Loan app in outlook.jpg. Fill in application information and please emphasize the MS Office Outlook product name on the banner.] It contains an exact image of the completed form and notification that Fabrikam received the application. <Point is to show how a completed electronic form presented in Outlook is identical to the electronic form that John filled out i.e., simplifies process for John and Fabrikam> <Segue to loan application step (Row 46) on screen> Sheet 11 of 15

12 44 Message 3: Streamline business processes and connect to back-end systems //04:45 Start with filled out application (Loan app in outlook.jpg) Show data flowing from the application to back-end systems. Point is to show connection to back-end data management system (database). <Fill out the application in Loan form in outlook.jpg screen shot.> Loan app in outlook.jpg Streamline forms-driven business processes Native support for XML and Web services enables Fabrikam to streamline the loan application process by linking data in John s application with the company s back-end systems. <Change Contoso to Fabrikam in Outlook message.> <Emphasize that the loan is in Outlook 2007> 45 Make the filled-in form (Loan app in outlook.jpg) shrink. Dissolve to SharePoint library. Show John pressing Submit button Show an message flowing out of the SharePoint library to John Smith (consumer.) Connect forms to business workflow processes When John completed the loan application and pressed Submit, the process used a Web service that triggers a workflow. 46 Add John Smith to the list of applicants. Enlarge and then diminish John s name on the list. Sharepoint library.jpg First, Fabrikam was notified of a new loan application. 47 Action continues Next, John received an confirmation message. Sheet 12 of 15

13 48 Show: The filled out application traveling to Fabrikam from John s PC. A picture of Dana Birkby, the Fabrikam loan officer. <Change Contoso to Fabrikam.> Then, the loan application form was routed automatically to Dana Birkby, a Fabrikam loan officer, who opened John s file in the InfoPath 2007 rich client. <Add the same information used to fill out the form in Loan app in outlook.jpg (Row 46) to fill out the form in Loan App in InfoPath.jpg.> <Change Microsoft Office InfoPath 12 to Microsoft Office InfoPath 2007 in the banner.> Loan App in InfoPath.jpg [Application is filled in] Emphasize that Dana opens the application form in the InfoPath client by enlarging and then reducing the words InfoPath 2007 in the banner. <Remove the words Preview and prerelease in the Loans Applications banner.> 49 Image of credit scores flowing from credit bureau (this is third-party information stored on a separate database) to John s file at Fabrikam Image continues Using built-in data connections, the workflow retrieved John s credit scores from a credit reporting bureau and validated his personal information with Fabrikam back-end systems. Sheet 13 of 15

14 50 Need to show how Dana approves loan based on third-party credit scores. Show SalesRep Approval.jpg and a bold arrow clicking Approved. Dana examines the data and approves the loan. 51 //05:35 (//00:50) <Point is to show data integration with third-party information.> Show Approved moving to backend system Show $$$$ moving from back-end system to John. Show John as a happy Fabrikam customer. SalesRep Approval.jpg Integrate with back-end systems Office InfoPath Forms Services data integration capabilities send the loan information directly to the Fabrikam accounting system, which arranges for funding of the loan. Continue showing John as a happy Fabrikam customer to the end of the demo. Finally, the loan application and associated information are archived. 52 Conclusion //05:35 Build by adding shots of: Dana as happy loan officer. Michael as happy business analyst user. Susan as happy developer. By reducing form deployment and data management costs, streamlining data processes, and providing a seamless user experience, Office InfoPath Forms Services contributes to lower-cost, forms-based processes and improved business agility. Sheet 14 of 15

15 53 //05:50 (//00:15) 54 <end: fade to black after text dissolves > Use Office InfoPath Forms Services in many industries and scenarios Find out how Microsoft Office Forms Server 2007 provides a scalable, secure, standards based electronic forms solution that allows organizations to extend the reach of their forms-driven business processes to anyone with a web Office InfoPath Forms Services can be used in virtually any scenario or industry that uses formsdriven business processes. Sheet 15 of 15