Building solutions with Improving solution governance on SharePoint 2010 Rico Ho Chief Dreaming Officer

Aims and Agenda  Aims  Understand the importance of solution governance for SharePoint  Demonstrate a governance model in action  Agenda  Quick Introduction  The SharePoint solution governance model  Solution governance checklist  How to use the model to build solutions easily

Confessions of a repentant programmer  I will document my system  It will be easily understandable  It will survive a platform upgrade  I will promptly fulfill my users request  I will make changes promptly  I will keep versions of each change  I will empower you to change it yourself ! (and you do not need to learn programming)

What is ?  Microsoft’s fastest growing product  Collaboration infrastructure  Seamless integration to network/infra  Powerful document repository  Tight integration to Microsoft Office  Software that you most probably own !

What uses of ?  Document collaboration - search  Communication – departmental portal  Workflow Approvals – BPM  Applications platform – mash up  Projects collaboration  Automate processes  Consolidate and analyze data  Single view of information

Why use ?  Empower users  Reduce system clutter  Centralize activities  Reduce system costs  Improve governance

Where are you in ?  Still Considering…  Planning to upgrade…  Document collaboration…  Automating documents approval…  Implementing KM/corporate search…  Consolidating LOB data…  Automating business processes…

Your journey so far  Out of the box  SharePoint Designer  Visual Studio  Third-party tools  Engaged consultants  None, still waiting for next release !

Who did we asked?

Are these important to you?  Justify your investment $$$ in SharePoint  Drive user adoption and acceptance  Surface your business data  Deliver more solutions, quickly  Improve your SP developer’s productivity  Empower your business users to DIY  Gain better control over your SP platform

The challenge with ?  Difficult to build solutions  Extensive coding required  Scattered everywhere  Systems resets required  No direct connection to SQL  Upgrade challenges

In the beginning… Document Libraries Custom Lists Workflow Webpart Forms Webpart Event Handler LOB Data Connectors SharePoint Designer InfoPath

Deployment process  Solution artifacts  Precise sequence  Supporting runtime  Data & databases

Support considerations  Different skills/tools  System documentation  Solution versioning

Enterprise Solutions Governance E-Leave

Enterprise Solutions Governance E-Leave E-Expense

Enterprise Solutions Governance E-Leave E-Expense E-TravelE-Training

E-Leave E-Expense E-TravelE-Training Employee Self Service Enterprise Solutions Governance

Projects Contracts ProcurementBudgeting Employee Self ServiceOperations Enterprise Solutions Governance

Employee Self ServiceOperations Sales & Support Human Resources Enterprise Solutions Governance

Employee Self Service Operations Sales & Support Human Resources Platform Governance Intranet

 Managing solutions across a SP farm  Self-provision application store  Solution patching across servers Employee Self Service Operations Sales & Support Human Resources Platform Governance Intranet Customer Projects Supply Chain Recruitment Extranet www Media relations Internet

Discussion: How do you handle this today?  Is it important to you?  Does it makes business sense?  What are your standards?  How do you empower your users?  How do you control & support it?  How do you manage changes?

Solution Compliance Check List Reusable configurable web parts Empower users No coding No system resets Version control Self documenting Instant access to back-end Solution Package

Our vision… SharePoint Designer InfoPath

What does do?  Helps you to build solutions  Simplify development process  Add more functionalities into SP  Standardize solution building process  Package and deploy solutions

Components Enterprise BPM Framework SharePoint Data SQL Databases SQL Azure Data Connectivity Framework Business Process Designer Entity Relationship Data Model Forms Data Forms Workflow with validation Action & Timer Jobs Reports Data grids with Actions Charts /Gauges/Gantt Advanced Layout & J/Query Security Role based permission Contextual Menus Targeted Webparts Solution Governance

Strategic Advantages  Easy to use  Fast to Build  Improved Features  Self documenting  Reusable web parts  Easy to deploy  Easy to manage  You can use it  You can change it  Build better apps  Easy to understand  Reliable  Less downtime  Costs less

Solution Governance Complete Solution Framework Solution Package Solution Gallery Farm Management Usage tracking Solution Patching

Demo: Building your first applications with Webparts360 Project Expense Tracking Solution  This solution helps you to track all the projects and its associated expenses including:  Project portfolio  Project workspace  Expense submission/approval  Reporting  Security control

Project Portfolio Dashboard  View all projects schedule

Project Workspace  Project details with expenses requests

Project Expenses Requests  Project team members can submit project expense items for PM approval.

Expense Approval Form  Project manager can approve or reject request.

Workflow Audit Trail  At any point, the user can click the workflow details to see the workflow process status.

Consolidated Approval Dashboard  Project manager’s expense approval dashboard.

Bar Chart: Expenses by Project  Actual vs. budgeted expenses report with drill-through

Application Security  Control who has access to what options.

Solution Governance Checklist System must be documented Processes must be audit ready Know where everything is Able to change and extend system

SharePoint solution built in minutes? 30