Creating Workflow & Rules: Share your experience
& Needs with the Rice team – Affect the Future!
Presenter(s):
Candace Soderston, Rice User eXperience Architect
Matt Sargent, Rice Business Analyst
Date:
November 16, 2011
Time:
1:15 to 2:15 p.m.
Introductions
• What topics do you hope we get time for during
this hour?
• And we’ll start with a few questions for you!
STAFF AT 7 UNIVERSITIES RESPONDED TO A
WORKFLOW SURVEY BEFORE KUALI DAYS 2011
• Iowa State University
• Michigan State University
• University of California, Berkeley
• University of Connecticut
• University of Hawaii
• University of Maryland
• University of Washington
QUESTIONS:
• What software tools do you use in creating and managing
workflows?
• What do you like most about these tools? What do you like least?
• What is the single-most important requirement you would look for
in a workflow management solution?
WORKFLOW CREATION & MANAGEMENT
SURVEY
- RESULTS FOR DISCUSSION -
Differentiation Opportunity Quadrant
Define, update, delete a
business rule (3.57, 5.13 )
Strategic Opportunity Quadrant
Higher Importance
to improve
(10=top ranked)
Install workflow tools
Find information or function (3.86, 5.13 )
or customize set up
(3.63, 5.13 )
Set up rules for a department
or team, different from others
Define, update, delete routing rule (3.71, 4.63 )
(2.43, 4.88 )
Create / update / delete users’
identities (4.43, 4.38)
Import / sync Identity data (3.86., 4.0 )
Lower
Frequency
(1=never)
(Average
frequency
x= 3.67)
(Average
Importance=
y=3.67)
Create an alternate or Higher
delegate (4.29, 3.75)
Frequency
(7=dailly)
Define, update, delete a node, graph, or
workflow (3.57, 3.88 )
Delegate some control to
user self-service (2.71, 3.38 )
Edit/check code syntax (3.86, 2.88 )
Define, update, delete a
document type (3.57, 2.25 )
Restart approval
processing (3.43,
Add approver to list for
a doc (3.57, 2.13)
Create / update groups, roles, lists (4.57, 1.38)
2.13 )
Lower attention or upcoming paradigm shift?
Lower Importance
to improve
(0=not in top 10)
Workflow Creation and Management Survey - Results
Keep Pace
FOR THE TASK AREAS YOU IDENTIFIED AS MOST IN NEED OF IMPROVEMENT,
PLEASE RATE THE TYPES OF IMPROVEMENTS YOU WOULD LIKE TO SEE:
Extremely Important
Neutral
Not at all Important
38%
63%
50%
38%
25%
13%
Improved functionality
Improved access to the
functionality (GUI,
scripting, widget, etc.)
Improved error
messaging &
documentation
Other (anything else)
OTHER TOPICS OF INTEREST SEE FLIP CHART GENERATED BY THE GROUP!
• Group Discussion
• Q&A
Craving more Information?
E
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