with SharePoint and Workbox

Agenda
•
What are workflows?
•
Why SharePoint?
•
Why Workbox?
•
•
•
•
•
Creating effective workflows
HR
Marketing
Customer service
Overcoming SharePoint Designer limitations
•
Next steps
•
Q & A

What are workflows?
•
Workflow - „Progression of steps (tasks, events, interactions) that comprise a work process and create or add value to the organization's activities.”
•
Workflow automation - „Use of software technology to increase the efficiency of a workflow by improving the coordination of the activities of the actors involved and automating tasks”
•
•
•
•
•
Benefits of implementing workflow automation solution
Improved efficiency
Improved quality
Better process control
Process improvement

Why SharePoint?
•
Powerful collaboration platform
•
Friendly and familiar UI, Office integration
•
Powerful workflow capabilities
•
•
Rapid application development
Sites
Easy connection to external systems
Composites Communities
Insights Content
Search

Why SharePoint?
Collaboration workspace for EVERYONE
Company web site
Corporate portal
Partners
Customers
Employees
Departamental sites
Team sites
LOB Applications
(SAP, ERP, CRM, etc)
Personal sites
XML Web Services

Why SharePoint?
SharePoint Workflow Engine
•
Build-in engine based on Windows Workflow Foundation
•
Integrated with SharePoint structure – works on documents and list items within SharePoint
•
•
Integrated into user GUI
Workflow information stored in the content database
•
Scales with SharePoint
•
Capable of running thousand of instances simultanously

Why Workbox?
•
Graphical web-based workflow designer for SharePoint
•
Business-oriented solution – separated Business and
Technical Layers
•
Ease of modifying and remodeling workflows
•
Full integration with SharePoint
•
•
Extended SharePoint permission model
Reporting and decision support

Why Workbox?
SharePoint Designer workflow limitations
•
No looping
•
Limited access to SharePoint content
•
Limited automation capabilities
•
•
Inconvenient designer
Incomprehensible to the business
•
Very hard to create more complex processes

Creating workflows with Workbox
HR – leave approval
•
4 stages – new request, manager’s approval, HR approval, corrections
•
Manager based on profile information
•
•
Automatic vacation days calculation
Demo

Creating workflows with Workbox
Marketing – Mailing solution
•
Sends personalized message to each member of a mailing list
•
Mailing content stored on another list
•
•
Logs mailing status for each user and for entire campaign
Demo

Creating workflows with Workbox
Customer service – Help desk
•
3 stages – new issue, resolution, verification
•
E-mail based
•
Automatic issue clasification and customer identification
•
Demo

Next steps
•
•
•
•
•
•
Learn more:
Web site www.datapolis.com/workbox
Tutorials – www.datapolis.com/tutorial
Blog – http://wbblog.datapolis.com
Live demo – sales@datapolis.com
•
•
Try yourself:
Fully functional, 30 day trial – www.datapolis.com/freetrial
Sandbox on our site – www.datapolis.com/demosite

Next steps
•
•
•
•
•
•
Learn more:
Web site www.datapolis.com/workbox
Tutorials – www.datapolis.com/tutorial
Blog – http://wbblog.datapolis.com
Live demo – sales@datapolis.com
•
•
Try yourself:
Fully functional, 30 day trial – www.datapolis.com/freetrial
Sandbox on our site – www.datapolis.com/demosite

Q & A