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Corporate Efficiency Meeting

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.

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Corporate Efficiency Meeting

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  1. Corporate Efficiency Meeting Improving Your Business Processes Using SharePoint and Beyond

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

  3. 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

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

  5. 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

  6. SharePoint Overview and Guidance Mike Oryszak, SharePoint Server MVP

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

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

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

  10. 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

  11. Keys to SharePoint Success 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

  12. Where does SharePoint fall short? 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

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

  14. Benefits of integration Ultimus Extends SharePoint Functionality

  15. Ultimus and Microsoft SharePoint Workflow Versus BPM • 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 • Negotiations and collaborations • Documents produced as a end-result of the process and documents contained varied information • 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 10-20% 80-90%

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

  17. 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 • Who manages it? • How is it managed? • How can the use of the Excel file scale? Frustration Number of Users Involved

  18. Ultimus and Microsoft SharePoint Managing Processes Across The Enterprise

  19. Ultimus and Microsoft SharePoint Closing Comments • 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

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