What can SharePoint do?

Transcription

1 What can SharePoint do?

2 Lots!! Collaboration Document management Internal Social Network Forms Process Automation (Workflows) Business Intelligence Reporting Search Metadata Management Super secret The next version will even make coffee!

3 What do You need SharePoint to do for You?

4 (No-Code) Power User Tools of the SharePoint Trade Download my presentations at: Asif Rehmani SharePoint MVP VisualSP

5 About me - Asif Rehmani Trainer Founder and CEO VisualSP Chicago, USA Conference Speaker SharePoint MVP, MCT Trainer and Consultant asif@visualsp.com Author

6 Please help me understand who You are Power Users Administrators Developers The infamous SharePoint Guy / Gal

7 Agenda 1 minute intro on how our company helps the SharePoint end users The importance of going no-code Examples of various no-code tools related to: Workflows, Search, Mapping, Forms, Dashboarding Lessons learned

8 VisualSP Help System In-context SharePoint Help for end users! Help for end users when They need it most!

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10 Come visit us at our booth

11 Power User s motto: Let s not write code until we have to write code.

12 Creating Solutions Recommended sequence when creating your solutions: 1. Browser based only 2. Use no-code tools 3. Use code tools OR 3 rd party products

13 Advantages of building no-code solutions Possibilities of what you can do are Enormous! Quick learning curve Easier ongoing management of solution Delegate responsibility easily

14 Let s look at an example

15 Search based solutions Give them what they want, where they need it!

16 Demo: Search Web Parts

17 Show pre-configured data on pages using Search web parts Live pre-defined search results on web pages Ability for users to refine the results as needed

18 Before we go forward, Question: Which version of SharePoint are you on? Online

19 Form based Solutions

20 The story of InfoPath The former and current form solution from Microsoft

21 InfoPath 2010 & 2013 Custom SharePoint list form Library form Workflow form

22 Guidance on InfoPath Already working with InfoPath and have a Lot of working forms: Continue working with InfoPath Never used InfoPath and looking for a forms solution for SharePoint: Consider going with a vendor or ASP.NET forms

23 Access Web Apps Quick form based application

24 Create web applications using Access Build Access web apps and launch to SharePoint Online

25 Using Access 2013 to simplify web development Access 2013 Used to create the interface of the app SharePoint 2013 / Office 365 Used to host the front end of the app SQL Server 2012 Used as the backend data storage technology for the app

26 New kid on the block: PowerApps

27 PowerApps in SharePoint Lists

28 Process Automation No-code workflows

29 Workflow tools Browser SharePoint Designer 2013 Visio 2013 Visual Studio 2012/ rd party applications 29

30 SharePoint Workflow Manager 1.0 SharePoint 2013 workflow processing moved to Workflow Manager (WM) Workflow no longer runs in the SharePoint content farm / servers SharePoint farm & Workflow Manager farm can be on same / different servers 30

31 The New Stuff Stages New base level concept of stages Web Services Able to call into Rest/HTTP web services Visual Designer Direct Visio incorporation Stage-Level Diagrams New Task Actions Quick and easy to create tasks and approval processes Loops! Able now to loop indirectly with stages or directly with the new Loop actions Copy/Cut and Paste Core copy/cut and paste abilities now introduced

32 2010 and 2013 style workflows SharePoint Designer

33 Demo: SharePoint Designer 2013 Workflows

34 New way to do workflow: Flow

35 Flow in SharePoint Lists

36 Even more ideas for no-code solutions

37 Location Mapping in SharePoint

38 Demo: Geolocation

39 Use Geolocation column for live mapping Show maps directly within lists and libraries

40 Dashboards

41 Dynamic Dashboards PowerView to visualize data

42 Manage your projects on top of SharePoint

43 Project Management Utilize Project Server to manage projects

44 Examples of no-code solutions Human Resource portals Expense reporting Self-service reporting, financial dashboards Review and approve document workflows New-hire orientation sites Structured documents: contracts, RFPs, & invoices Ideation, feedback, & suggestion boxes

45 Go for Quick Wins Increases adoption and confidence! Identify real pain points and focus in on them

46 How do I practice my ideas and concepts? Watch free videos at: Get a sandbox environment for practicing: Build your own dev VM Or Try the templates available at CloudShare Or Office 365 Trial 46

47 Call to Action Download my presentations at: Watch video tutorials at: Thank You!