1. Self-Service Workflows with SharePoint Designer 2013
@nateauchter
NATE AUCHTER
nathaniel.auchter
@robbinsgioia.com
/in/nateauchter/
Performance Consultant
MCTS: Project, Project Server
EACOE: Enterprise Architect

2. @nateauchter
Agenda
Workflow in SP
2013
Modeling Business
Processes Using the Tools
Putting it all
together

3. @nateauchter
Workflow in SharePoint 2013
Workflow Manager 1.0 Web Services
2010 vs. 2013 How it Works…

4. @nateauchter
On-Premises
• Workflow Manager
Installed
• Workflow Farm
Created
• Connect to
SharePoint Farm
Office 365
• Workflow Manager
Hosted
• No additional
steps required
Deployment Types and Workflow

5. @nateauchter
Simple More Complex
Define Workflow
Workflow = Process, Role, Material Flow Model

6. @nateauchter
Define Workflow
Workflow is a term used to describe the tasks, procedural steps,
organizations or people involved, required input and output information,
and tools needed for each step in a business process.

7. @nateauchter
Business Process Models

8. @nateauchter
Business Process Models

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Staffing Process Model

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Staffing Process Model

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OUR Staffing Process Model

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The Requisition Process Model

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The Requisition Process Model

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The Onboarding Process Model

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The Offloading Process Model

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The Requisition Process Model

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DEMO

18. @nateauchter
SharePoint Designer Visual Studio
Capabilities and Best-Fit Tools
OOTB SharePoint
COMPLEXITYAD-HOC STRUCTURED
• OOTB
• No IT Pros or
Devs Needed
• Site Level
Workflows
• Business Driven
• Drag and Drop
Actions and
Conditions
• Text Based or Visual
(with Visio)
• Robust “No Code”
Solutions
• Custom Forms
• Basic Debugging
• Full
Development
Experience
• Visual Studio
Debugging
• Easier
connection to
other LOB
applications
• Packaging /
Deployment

19. @nateauchter
SharePoint Designer
• Status Reporting
• Custom Tracking
Apps
• Custom Form
Actions
• Email Notifications
• Service Requests
• Asset Tracking
Visual Studio
• LOB Integration
• PO Processing
• Product Lifecycle
Management
When to Use Which?
• Document
Approval
• Task and Issue
Tracking
• Review
• Approval
• Signature
Collection
OOTB SharePoint
COMPLEXITYAD-HOC STRUCTURED

20. @nateauchter
THANK YOU!