This document discusses the power and limitations of using SharePoint Designer for workflows. It begins with an agenda that covers terminology, the SharePoint environment, limits of SharePoint Designer, common pitfalls, and other workflow options. The document warns that SharePoint Designer has limitations in modeling complex business logic and approval processes. It provides tips for using SharePoint Designer effectively and highlights new features in SharePoint Designer 2010 like reusable workflows and integration with Visio. It emphasizes the importance of properly planning and releasing workflows to solve business problems.
3. 2 ASUS Netbooks Also Some Books 1 Typemock Isolator License A 2-5 Day Course from SetFocus on SharePoint Telerik RAD Controls Set 1 DeliverPointWFE 2010 license (Worth $1500) 1 BCS Meta Man license (Worth $1200) 1 Lightning Conductor 2010 WFE license (Worth $800) 1 Lightning Storm Forums license. (Worth $600)
4. Before We Begin Thank You Q&A – We will have time at the end of the presentation for questions A copy of this presentation can be sent to you
72. Governance is important to workflows.Workflows should not be a haphazard undertaking There’s no such thing as a simple workflow
73. Common workflow requirements START START START START START START Rework Rework Rework Rework Rework Approval Approval Approval Approval Approval SharePoint Designer DO NOT have a simple solution for this basic requirement. Approved Approved Approved Approved Approved Declined Declined Declined Declined Declined
74. The ability to model business logic as part of the workflow decision making Common workflow requirements 3 people in the group select “Approved” 1 person in the group selects “Declined” Incorporate business rules OR Incorporate business rules All users in a group must select “Approved,” one after another Rework Approval Declined Approved Serial approval Parallel approval Approved Approved Approved Declined Declined Declined SharePoint Designer DO NOT have easy solutions to basic business requirements.
75. A simple workflow … START $$ > 2K False True $$ < 8K True False > 8K < 2K High Approval Medium Approval Approved Approved Low Approval Declined Clean up Declined Clean up Update List Update List START Declined Approved (Serial) Clean up Update List Medium Approval Low Approval High Approval Approved Declined … can become quite complicated
80. Manual creation of workflow user interfaces$$ > 2K False True >> Maintenance nightmare >> Reporting no longer accurate $$ < 8K >> Expensive!! True False High Approval Medium Approval Limited to “True” or “False” Approved Approved Low Approval Declined Clean up Declined Clean up Update List Update List Limited to “Approved” or “Declined” Declined Approved Clean up Update List Duplication of business logic
81. The risk of reaching the end of the road Requirements 80% Development 20% What if your needs outgrow the capabilities of your approach? A new platform? Custom development? Will you have to start over?
The HR on-boarding process is often a less frequent and often informal process that is almost always some else's job.Often times getting new hire process is a last minute attempt a few days before someone new arrives and the process often needs more time to make this successful.Think about the experience of arriving at a new job and no one thought about what was needed for you to get started. How does this make you feel?Maybe the best on boarding experience was in the first grade. You had a pencil, paper and a desk.. First day of school of first grade happened once per year but it needed to prepared for… did the first grade teacher have a process to welcome the new students? Think about all the processes in a business that don’t always go as designed.
The HR on-boarding process is often a less frequent and often informal process that is almost always some else's job.Often times getting new hire process is a last minute attempt a few days before someone new arrives and the process often needs more time to make this successful.Think about the experience of arriving at a new job and no one thought about what was needed for you to get started. How does this make you feel?Maybe the best on boarding experience was in the first grade. You had a pencil, paper and a desk.. First day of school of first grade happened once per year but it needed to prepared for… did the first grade teacher have a process to welcome the new students? Think about all the processes in a business that don’t always go as designed.