Transcript Document
Building a SharePoint Forms Platform:
Real World Considerations and Lessons
Martin Harris
OBS
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Martin Harris
Perth based Principal Consultant with
[email protected]
Microsoft Collaboration Platform V-TSP
[email protected]
http://SharePointRepairJoint.blogspot.com.au
Agenda
Business Problems
WA Government Department, ~1600 users
Existing eForms solution (3 Form Types)
Physical Forms (est. 200 processes)
Business Drivers
Forms Platform
Simplicity
Modernisation
Technology Selection
eForms Platform
Business
Application
Technical
Foundations
Technology Selection
SharePoint 2013
Nintex Workflow
Nintex Forms
User Experience Design
Simplicity
Consistency
Familiarity
demonstration
eForms Platform
System Overview
Form Development
Client Functionality
Validation
CSS
Service Layer
Start
(new eForm)
New eForm
Submitted
Form Lifecycle
New eForm Saved
Unsubmitted
Standardise as much as
possible
Allow Flexibility for business
processes
Simple, consistent terminology
and transitions
eForm Submitted
Workflow
Submitted
eForm Rejected
by Approver(s)
eForm Approved
by Approver(s)
Approved
eForm Completed
by ESO / Admin
Completed
End
eForm Rejected
by ESO / Admin
Workflow Design
Component reuse
User
Logs in to
Who should approve
my Form?
eForms
Platform /
SharePoint
AD login
Platform
provides
Lookup Key
eForms
Alesco
Employee
Extract
Position
Number
Provides
Positional Org Structure
Alesco
Active Directory
Delegated Authority
Leave
System / Reference Data
Lookup Key
eForms
Alesco
Position
Extract
Manager s
Position
Number
Provides
No
Lookup Key
eForms
Delegations
of Authority
Extract
Optional step (Delegations)
Position Authorised
for Workflow action?
Determines
Yes
eForms
Alesco
Position
Extract
Position
currently has primary
employee?
Determines
Employee Number
filling the Position
Yes
Lookup Key
eForms
Alesco
Employee
Extract
AD login of
manager
Provides
Used by
platform
eForms
Platform /
SharePoint
Sends task and
e-mail notification to
Manager
Data Flow
Business Logic
No
UDAs
User
Logs in to
eForms
Platform /
SharePoint
AD login
Platform
provides
Lookup Key
Select Approver
eForms
Alesco
Employee
Extract
Position
Number
Provides
System / Reference Data
Lookup Key
eForms
Alesco
Position
Extract
Manager s
Position
Number
Provides
No
Lookup Key
eForms
Delegations
of Authority
Extract
Optional step (Delegations)
Position Authorised
for Workflow action?
Determines
Yes
eForms
Alesco
Position
Extract
Position
currently has primary
employee?
Determines
Employee Number
filling the Position
Yes
Lookup Key
eForms
Alesco
Employee
Extract
AD login of
manager
Provides
Used by
platform
eForms
Platform /
SharePoint
Sends task and
e-mail notification to
Manager
Data Flow
Business Logic
No
UDAs
Form Approval Task
Workflow Design
Start
Start
A
Status
B
C
A
B
Finished?
Yes
End
End
C
No
demonstration
Form submission and
Workflow
System Integration
Alesco
Oracle
Active Directory
Deployment
Deploy early, deploy often!
Outcomes
Lessons
Usability is King
Value and Cost of Customisation
Success is 20% Tech, 80% People
Assume Nothing!
It’s deployed, can we go home now?
Change Management
Governance
Benefits Realisation
Support, Maintenance, Enhancement
Questions /
Comments
[email protected]
http://SharePointRepairJoint.blogspot.com
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