Transcript ShareVis Document Control - Meal Planner | Family, Dieter

Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
To View This Presentation
Within Internet Explorer:
Within PowerPoint
1. Turn on your computer’s sound
2. Select Browse->Full Screen
3. Then press any key on
your keyboard
1. Turn on your computer’s sound
2. Press F5
3. Then click any key on
your keyboard
11/15/2005
Confidential
Click any key to pause
1
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
An Introduction to ShareVis

Business Proposition

IT Positioning

Uses

Usage Example

Workflow Definition

Next Steps
11/15/2005
Presented by
Russ Blaesing
[email protected]
734.939.0627
Confidential
Click any key to pause
2
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Business Proposition
ShareVis products help companies around the world
improve their operations by routing documents and forms
through electronic workflows which, in turn:

Accelerates the review and approval processes

Provides easily accessible, actionable information

Compels individuals and teams to act

Faster product introduction and customer service

Provides automated recordkeeping and accountability

Lowers the cost of document and forms processing

Provides business intelligence for continual performance
improvement
11/15/2005
Confidential
Click any key to pause
3
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
ShareVis Architecture


ShareVis leverages & runs on
Windows SharePoint Services
(WSS)

Use Model, Look and Feel


Robustness
Scalability

Infrastructure


ShareVis
DocEx™
Workflow Engine (ShareVis)
ShareVis adds Process-based
Information Management


ShareVis
FormEx™
Configurable product,
not “service-ware”
Enables seamless
enforcement of business processes
Windows SharePoint Services (WSS)
• User management
• Permissions
• Standard document functionality:
•check in / check out
•Versioning, etc..
•Search
• FREE
ShareVis is built for SharePoint
Together, SharePoint and ShareVis
increase the rate and reliability of
your business processes
11/15/2005
Confidential
Click any key to pause
IIS
SQL Server
Windows Server 2003
4
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Complementing Enterprise Systems
Sales
Engineering
Finance
...
Business Processes Within Existing Enterprise System
(ERP, PLM, PDM)

Provides department/division specific workflow capabilities

Tie ShareVis to existing enterprise systems
11/15/2005
Confidential
Click any key to pause
5
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
DocEx and FormEx Workflow
Document (DocEx) & Forms (FormEx) Workflow Comprises

The roles and processes for information creation/modification






Route Information based on complex document/form & role criteria
Execution and tracking the process

Who acted -- leverages WSS-established roles and permissions

What they did -- submit, approve/reject, view, comment, revise

When they did it -- determine cycle time

Why -- justification of action
Compelling role-players to act on the document
Keeping resulting documents and forms well organized
Flowing documents and form data to other systems/sites
Track/Review/Analyze/Refine the process
 Faster, more reliable functioning of your business
11/15/2005
Confidential
Click any key to pause
6
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Example Uses

DocEx™

FormEx™

Contracts

Engineering Change

Engineering Drawings

Purchase Requisition

Specifications

Quotation

Financial Reports

ISO 9000/APQP/TS 16949

Resumes/Job Apps.

Order Entry

Request for Proposal

IT Service Requests

Marketing Collateral

Expense Reports

Audio/Video

Travel & Time Off Request
11/15/2005
Confidential
Click any key to pause
7
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
DocEx Workflow Example
11/15/2005
Confidential
Click any key to pause
8
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Starting a Document Workflow
Starts a DocEx workflow
11/15/2005
Confidential
Click any key to pause
9
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Getting it Moving
11/15/2005
Confidential
Click any key to pause
10
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Keeping It Moving
Configurable text
“One-click” access
Process History
11/15/2005
Confidential
Click any key to pause
11
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
What’s On Your Plate
Task List
11/15/2005
Confidential
Click any key to pause
12
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Getting Buy-In
11/15/2005
Confidential
Click any key to pause
13
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Who Did What, When?
11/15/2005
Confidential
Click any key to pause
14
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
FormEx Workflow





Use pre-defined workflow processes in
combination with forms.
Forms defined using InfoPath + ShareVis
extensions for the process activities.
Participants in the process use a ‘thinclient’ form (only need a web browser).
Handle conditions and transitions based on
the attributes of the form.
Visibility to form information based on ‘role’
(participants only see relevant information).
Confidential
Starts
a FormEx workflow
11/15/2005
Click any key to pause
15
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Swim lane
Drag-n-drop
ShareVis Workflow Designer
11/15/2005
Confidential
Click any key to pause
16
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Example: 3 Level Approval Process

Engineer, Technician and
Supervisor approve document
before it continues to Manager and
Manager Eq Eng.

One from each of Manager and
Manager Eq Eng needs to
approve document before it
continues to Doc & Training Coord.

If Doc & Training Coord approves
the document then it continues to
Doc Control.

Doc Control updates meta data
and approves final step.
Any rejection along the process
returns document to initiator.

Notifications alert Initiator of the
decisions.
11/15/2005
Confidential
Click any key to pause
17
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Ad-Hoc Router

Light-weight, browser-based, workflow definition

Highly User-Accessible

Route any “list item” managed by SharePoint with
steps like:


Activities – where someone adds something and moves
the process forward.

Approvals – where a disposition is rendered.

Notifications – emails sent
Example: route an event for approval before posting
11/15/2005
Confidential
Click any key to pause
18
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
ShareVis Ad-Hoc Router
11/15/2005
Confidential
Click any key to pause
19
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Plug-ins
11/15/2005
Confidential
Click any key to pause
20
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Summary



Compelling business case

Speed routing and approval of docs/forms

Accountability, recordkeeping, info access.

Improved business intelligence and processes
Ease of integration, design and use

Complements and leverages existing enterprise
systems

More nimble solution for departmental needs
Priced for departmental budgets
11/15/2005
Confidential
Click any key to pause
21
Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Next Steps

Thank You!

Contact me:

[email protected]

734.929.0627 (Ann Arbor, MI)
11/15/2005
Confidential
Click any key to pause
22