Corporate Efficiency Meeting Improving Your Business Processes Using SharePoint and Beyond

Welcome Speakers: Steve Woodard, President, Ultimus Chris Adams, VP Product & Technology, Ultimus Mike Oryszak, SharePoint Consultant Intellinet, SharePoint Server MVP

Agenda Welcome & Ultimus Overview – Steve Woodard SharePoint Overview and Guidance – Mike Oryszak Business Process Management & Ultimus – Chris Adams Question and Answer Session – Open Closing Remarks

About Ultimus Headquartered in the Triangle since 1994 Industry leading Business Process Management (BPM) Solution provider Microsoft Gold Certified Partner 1900 Worldwide customers including:

So What Does Ultimus Do? Ultimus provides clients with a software solution to solve business problems through: Reducing Human Error Eliminating Waste Decreasing Paperwork Creating Corporate Collaboration and Visibility Facilitating Continuous Process Improvement Enabling Companies to Dedicate More Time to Their Business & Customers

SharePoint Overview and Guidance Mike Oryszak, SharePoint Server MVP

SharePoint Server MVP Architect / Developer / Administrator Working with SharePoint since 2002 Developing on MS Technology Stack since 1996 About Me

SharePoint is a Central Platform with support for… Collaboration Portals Local and Enterprise Search Content Management Forms Processing Business Intelligence Overview of SharePoint Capabilities

Intranet and Portals Internal Communications Team Collaboration Project Collaboration Unifying platform for other Enterprise systems Light ECM Document Management Records Management Enterprise Search Portals, , Webs, etc How is SharePoint being used?

Custom Applications, Forms, and Workflow Line of Business Applications and Processes Electronic forms Extranet Extends collaboration and features to trusted partners Internet Public Facing How is SharePoint being used?

Focus on key business problems Work with business to establish a governance model Take an incremental approach Provide adequate training Administrators Developers Content Owners Information Workers Keys to SharePoint Success

Wide feature set, but not best of breed in all areas Rely on vendors to extend or integrate ECM and Records Management Advanced Management features Advanced Workflow and BPM Where does SharePoint fall short?

Beyond SharePoint Where Does BPM Fit? Chris Adams, VP Product and Technology

Benefits of integration Ultimus Extends SharePoint Functionality Microsoft SharePoint Ultimus Adaptive BPM Suite Document Management Versioning Security Web-Based Process routing and routing control able to be based on document data / document metadata Application Management & Portals Customized Web Parts Application Mash-ups Ultimus Client, Forms, Reports, and Ultimus BI (iBAM) can be run in SharePoint web part pages Information Collaboration Team Sites Users, Docs, and Tasks Via process execution, automatically create Team Sites, document libraries, and assign users and documents to them Document Workflows Start workflows based on documents and document-based events Include documents in processes that may not be driven by documents Dynamic Processing and Case Management

Ultimus and Microsoft SharePoint Some process types are well suited for process mapping and modeling in SharePoint or Visio Routine and goal-oriented processes Processes reliant on concrete, unchanging rules Processes not dependent on run-time judgments Not all processes are suitable for modeling o Negotiations and collaborations o Documents produced as a end-result of the process and documents contained varied information o Participants controlling the process and affecting flow on a case-by-case basis Processes are often dynamic and unpredictable….but still require process automation Gartner 2009 report estimates 80-90% of all company processes are “knowledge worker” processes Workflow Versus BPM

Ultimus and Microsoft SharePoint Examples of Business Processes Structured Dynamic and Unstructured Vacation Request Expense Reporting New Employee On-boarding Capital Expenditures Board Meeting Actions Project & Product Management Regulatory and Compliance Actions Plans from Exceptions

Ultimus and Microsoft SharePoint Access and Management Use the right tool for the right job! Consider Excel spreadsheet use: For the individual information worker or small teams, an Excel spreadsheet is a great tool for information management Now try sharing that singular Excel spreadsheet across a team of 100 people o Who manages it? o How is it managed? o How can the use of the Excel file scale? Frustration Number of Users Involved

Ultimus and Microsoft SharePoint Managing Processes Across The Enterprise

Ultimus and Microsoft SharePoint Depending on your process needs, either SharePoint workflow or Ultimus BPM may be the best choice. It is important to choose the right tool for the job! When starting your process initiative, take an inventory of your people, your existing processes, and what drives those processes. Do your homework to understand the difference between Workflow and BPM, and match the benefits of each platform against your process needs Closing Comments