ShareVis Document Control - Meal Planner | Family, Dieter
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
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11/15/2005
Confidential
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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
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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
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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
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IIS
SQL Server
Windows Server 2003
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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
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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
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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
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
DocEx Workflow Example
11/15/2005
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Starting a Document Workflow
Starts a DocEx workflow
11/15/2005
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Getting it Moving
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Keeping It Moving
Configurable text
“One-click” access
Process History
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
What’s On Your Plate
Task List
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Getting Buy-In
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Who Did What, When?
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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
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Swim lane
Drag-n-drop
ShareVis Workflow Designer
11/15/2005
Confidential
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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
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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
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
ShareVis Ad-Hoc Router
11/15/2005
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Solutions for SharePoint
Workflow - Document Control - Forms Processing - Business Process Management
Plug-ins
11/15/2005
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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
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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
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