Help your business people create workflows effectively 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

Perfect workflow solution?

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

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

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 SharePoint?

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

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 Why 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 based Automatic issue clasification and customer identification Demo Creating workflows with Workbox

Next steps Learn more: Web site - Tutorials – Blog – Live demo – Try yourself: Fully functional, 30 day trial – Sandbox on our site –

Next steps Learn more: Web site - Tutorials – Blog – Live demo – Try yourself: Fully functional, 30 day trial – Sandbox on our site –

Q & A