Why everyone needs
workflows?
Short story about making your everyday work flow.
Tomasz Głogosz
Who am I?
Tomasz Głogosz
Project Manager at Datapolis
Certificates: MCTS, MCTD, PMI PMP
10+ years of IT work experience:
- Document management systems
- Intranet and extranet portals
- 3rd party SharePoint solutions
https://pl.linkedin.com/in/tomaszglogosz
How the story goes
• Where are processes?
• Why do we need workflows?
• Tackling challenges!
• Finally punchline
Where are processes?
Where are processes?
Business Process - a collection of related, structured activities
or tasks that produce a specific service or
product
Where are processes?
• How to create business process?
• „please put new invoices on my desk every day, I will sign them and
bring to the finance department”
• „to get a loan you need to fill out this form, then I will bring it to the
director for approval and after that we will tell the financial department
to give you money”
• „if you like to go on vacation, fill out the form, bring it to the manager,
if he accepts he will sign it, then bring it to the director, she also signs
and then bring it to the financial department, so they will count your
free days and send info to the archive…”
Where are processes?
EVERYWHERE
Why do we need workflows?
Why do we need workflows?
• Ensure process compliance
• Automate tasks
• Streamline processes
• Track processes
Why do we need workflows?
• How can we make processes flow properly?
Tackling challenges!
Tackling challenges!
• What to tackle?
• Create workflow
• Move your workflow
• Related workflows
Tackling challenges!
• How to tackle?
Tackling challenges!
• Challenge 1: Let’s create a workflow!
+
Can do anything we need
• Custom forms
• Custom web parts/ribbon customizations
• Custom activities
Part
min MD
4 x Custom Forms
2
Solutions
MD
Ribbon buttons + roles
2
Minimal
7
Workflow
2
Customized
+100%
Tests
1
Flexible
+???
SUM
7
Tackling challenges!
• Challenge 1: Let’s create a workflow! – summary
Needs
fulfilled?
License cost
Dev time
Dev cost
Total cost
Total cost for 5
workflows
SP Designer
50%
0 + 700 USD
1,5 MD
1000 USD
1700 USD
5 700 USD
Visual Studio
100%
1000 USD
7 MD
5250 USD
6250 USD
27 250 USD
Datapolis
Process System
100%
4500 USD
0,5 MD
400 USD
4900 USD
6 500 USD
Tackling challenges!
• Challenge 2: Let’s move a workflow!
Four ways
• Package to solution or App with workflows
• Workflow – deploy through Object Model / PowerShell / Web
Service
• Import/export + matching
• Site Templates support
• PowerShell/OM match+deploy
Tackling challenges!
• Challenge 2: Let’s move a workflow! – summary
Export-Import
Yes
No
Yes
Export->Import on Web Site from
Template
Yes*
Yes
Yes
Save and then create Web Site
from template
Yes
Yes
Yes
Export -> Import on different
Web Site
No
No
Yes
Tackling challenges!
• Challenge 3: Related workflows!
2013
2010
• Start Workflow Activity
• Custom event handling
`
Tackling challenges!
• Challenge 2: Related workflows! – summary
Start workflows
Yes/No
Yes*
Yes
Invoke events
Yes/No
Yes*
Yes
Subworkflows
No
Yes/No
Yes
[OPCJONALNIE DO DOROBIENIA]
• SCP
• Zmiany w przyszłości
Finally punchline.
The best way!
The best way!
• There is no best way!
• Depends on project
• Usually
• Simple/small projects -> SP Designer – 10%
• Complicated needs -> Visual Studio – 10%
• Most projects ->Datapolis Process System – 80%
Thank you!
Email: office@datapolis.com
www.datapolis.com
@datapolis
http://www.facebook.com/datapolisworkflows
http://www.linkedin.com/company/datapolis.com/