Case Study Bradford District Care Trust

1. Case StudyBradford District Care Trust Showcasing InfoPath Forms 2nd March 2012 Scott Mullett

2. The Reasons • To support the Share Point deployment • Showcase the functionality of Share Point/InfoPath forms now available

3. The Journey • Used Cloud2 Rapid deployment process • Identified a number of processes that would • benefit from a redesigned form • Ability to reduce FAQ’s being asked of departments i.e. form increases self sufficiency • Could be deployed trust wide (showcasing Share Point & E Forms capabilities) • Selected 2 from the list based on the above points

4. Form Overview • Reviewed workload around these processes and forms currently used • Spoke to existing users/departments • System/form shortfalls • Wish list • Completed specification document

5. Annual Leave Form

8. Sickness Form

12. Next steps Review current status Is there still a need for the forms, new systems purchased, changes in corporate direction Training Documentation to agree & create Management of forms within Share Point Pilot, Review and amend Publication of the forms

13. Reflections – Future Forms • Share Point & InfoPath is too flexible • Because Share Point can, does not mean you have to. • 80/20 rule (Coding & functionality) • Future updates/changes to processes? • Simple Yes/No and permutations of • Our current forms using existing technology are one time only use • No process is a simple process when designing a form fully utilising InfoPath functionality

14. Reflections – ESR • ESR is the “centre of the universe” where Employee related data is concerned • Identify lists, links & relationships that can be automatically managed with interface file • Data cleanse, population of ESR with additional key data • Contact details, phone, mobile & email • Process set for going forward new staff • Plan & resource a process to capture existing staff over a period of time • Use new systems to validate/update