Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential1 An Introduction to ShareVis Business Proposition IT Positioning Uses Usage Example Workflow Definition Next Steps Presented by Russ Blaesing Eastern US Bus. Dev.

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential2 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 action Provides automated recordkeeping and accountability Lowers the cost of document and forms processing Provides business intelligence for continual performance improvement

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential3 Windows Server 2003 ShareVis Architecture ShareVis leverages & runs on Windows SharePoint Services (WSS) Use Model, Look and Feel Robustness Scalability Infrastructure ShareVis adds Process-based Information Management Configurable product, not “service-ware” Enables seamless enforcement of business processes ShareVis is built for SharePoint Together, SharePoint and ShareVis increase the rate and reliability of your business processes IISSQL Server Windows SharePoint Services (WSS) User management Permissions Standard document functionality: check in / check out Versioning, etc.. Search FREE Workflow Engine (ShareVis) ShareVis FormEx™ ShareVis DocEx™

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential4 Business Processes within existing Enterprise Business System (ERP, PLM, etc., or ShareVis) Sales Complementing Enterprise Systems EngineeringFinance...

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential5 Example Uses DocEx™ Contracts Engineering Drawings Specifications Financial Reports Resumes/Job Apps. Request for Proposal Marketing Collateral Audio/Video FormEx™ Engineering Change Purchase Requisition Quotation ISO 9000/APQP/TS Order Entry Service Requests Expense Reports Travel & Time Off Request

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential6 DocEx and FormEx Workflow Workflow definition uses: Roles established for information creation/modification/approval Business Rules (process & data) Execution and tracking of 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 Compel individuals/teams to act on the document/form Store resulting documents and forms in a well organized manner Flow information to other enterprise systems Track/Review/Analyze/Refine the process  Faster, more reliable functioning of your business

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential7 DocEx Workflow Example

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential8 Starting a DocEx Workflow Starts a DocEx workflow

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential9 Getting it Moving

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential10 Keeping It Moving Configurable text “One-click” access Process History

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential11 What’s On Your Plate Task List

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential12 Getting Buy-In and Approval

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential13 Who Did What, When?

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential14 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 ‘thin- client’ 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). Starts a FormEx workflow

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential15 ShareVis Workflow Designer Easy to use Windows application Drag, Drop and Configure Swimlanes Publishes workflows to SharePoint sites Brings design and deployment of sophisticated workflows within the purview of SMEs Limited IT support required Requires process orientation and configuration, not programming Complex workflows developed in hours not weeks

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential16 ShareVis Workflow Designer Swim lane Drag-n-drop

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential17 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.

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential18 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 – s sent Example: route an event for approval before posting

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential19 ShareVis Ad-Hoc Router

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential20 Plug-ins

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential21 Business ShareVis Document Control Document Management extensions to SharePoint Workflow Designer ShareVis Ad Hoc Router Basic Support ( 3 bus days, FAQ, lessons learned and community board) Extended Support 30h of telephone support reply within 1 business day Product Upgrade on demand After warranty period on-demand product upgrade with 40% discount Pre-Paid Upgrade After warranty period 20% of license cost/annum upgrades to the latest version Licensing per virtual server: $19,000 with progressive discount schedule

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential22 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 Moves process control closer to SME Priced for departmental budgets

Solutions for SharePoint Workflow - Document Control - Business Process Management 11/15/2005Confidential23 Next Steps Thank You Addressing your current challenges Contact Me (Ann Arbor)