Planning for Workflow and Business Process Improvement

1. Planning for Workflow and Business Process Improvement 26 February 2011 Presented by: Marc Lenferna de la Motte Independent Consultant

2. ABOUT ME • ECM and Workflow Consultant • Principal Consultant at Lenferna Consultant • AIIM Certified SharePoint Practitioner (Masters soon) • Specialised in SharePoint over the years since early days 2003 • MCTS • Passionate about Sailing!

3. PROBLEM • Business inefficiency • Content • Unknown Processes • User Frustration

4. AGENDA

6. BPI OBJECTIVES • Optimise • Efficiency • Quality • Productivity • Timeliness • Provides competitive advantage • Employee satisfaction

7. BPI – Simplify

8. BPI SUMMARY Don’t over-complicate Breakdown into smaller activities Improve the process Design with End User in mind Set your Benchmarks and Goals You will re-evaluate

9. WHAT IS WORKFLOW Sequence of connected steps Activities and Tasks Series or Parallel

10. SOME WORKFLOW USES Enterprise Content Management Automated Content Filing Business Rules Approval and Routing of Content Publishing of Content (WCM) Content Authoring and Reviewing

11. SHAREPOINT BPI LIFECYCLE MODEL People SharePoint ECM

12. WORKFLOW REDESIGN

13. SHAREPOINT WORKFLOW TOOLS CONTINUUM Business Analyst/Process Designer Designer/IW/Power User Professional Developer .vwi .wsp Design skeleton workflow processes Declarative Workflows Code Workflows Event Receivers View workflow visualizations Custom Activities .vwi -X-

14. WORKFLOWS USING VISIO 2010 • Visio has SharePoint Workflow template • Allows you to create workflow design in Visio • Workflow can be exported to SharePoint Designer

15. Demo Time!

16. BUILD FOR SUCCESS

17. SUMMARY • SharePoint ECM • Decide on content that requires processes • BPI • Analyse the business process and refine • Workflow • Take TO-BE process from BPI Phase and create SharePoint Workflow

18. Thank you for your time Jhb! Please don’t forget to fill in your evaluation forms!