1. Gold Sponsors Bronze Sponsors Silver Sponsors Building a SharePoint Forms Platform: Real World Considerations and Lessons Martin Harris OBS

2. Perth based Principal Consultant with martin.harris@obs.com.au Microsoft Collaboration Platform V-TSP b-maharr@microsoft.com http://SharePointRepairJoint.blogspot.com.au Martin Harris

3. Agenda

4. Business Problems

5. Business Drivers

6. Technology Selection

8. User Experience Design

9. eForms Platform System Overview demonstration

10. Form Development

11. Form Lifecycle Standardise as much as possible Allow Flexibility for business processes Simple, consistent terminology and transitions

12. Workflow Design

13. Who should approve my Form? Positional Org Structure  Alesco  Active Directory Delegated Authority Leave

14. UDAs Select Approver

15. UDAs Form Approval Task

16. Workflow Design

17. Form submission and Workflow demonstration

18. System Integration

19. Deployment

20. Outcomes

21. Lessons

22. It’s deployed, can we go home now?

23. Questions / Comments

24. Gold Sponsors Bronze Sponsors Silver Sponsors Thanks! Remember to submit your feedback so you go in the draw to win prizes at the end of the day