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Intelligent Site Request Automation

Intelligent Site Request Automation. Michael Blumenthal Magenic Technologies MichaelBl@Magenic.com. Who is Michael Blumenthal?. Sr. Consultant @ Magenic (MSFT Gold Partner) 16+ years in IT Consulting 9 years working with SharePoint MCITP: SharePoint 2010; MCTS: WSS Dev

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Intelligent Site Request Automation

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  1. Intelligent Site Request Automation Michael Blumenthal Magenic Technologies MichaelBl@Magenic.com

  2. Who is Michael Blumenthal? • Sr. Consultant @ Magenic (MSFT Gold Partner) • 16+ years in IT Consulting • 9 years working with SharePoint • MCITP: SharePoint 2010; MCTS: WSS Dev • MCTS: MOSS Config & MCTS: WSS Config • MCAD, MCSE, MCDBA, CAPM, INETA Champ

  3. You have a very high demand for new SharePoint sites. New teams and projects starting daily!

  4. Conflict Self-Service vs. Governance

  5. Not Good Enough!

  6. You want a process that empowers the users while providing control.

  7. How do you build it?

  8. Identify your Business Requirements. Business + Technical + Example

  9. There are three major roles. Business + Technical + Example People + Data + Flow

  10. Identify Requestor Requirements. Business + Technical + Example People + Data + Flow Requestor Approver Owner

  11. Identify the approvers. Business + Technical + Example People + Data + Flow RequestorApprover Owner

  12. Identify the site owners. Business + Technical + Example People + Data + Flow Requestor Approver Owner

  13. What site metadata do you need? Business+ Technical + Example People + Data + Flow

  14. What’s the flow? Business+ Technical + Example People + Data + Flow

  15. How many Decisions per Step? Business+ Technical + Example People + Data + Flow Decisions Next Roles Draw

  16. Who’s Next? Business+ Technical + Example People + Data + Flow Decisions Next Roles Draw

  17. People vs. Roles Business+ Technical + Example People + Data + Flow Decisions Next Roles Draw

  18. Draw it out Business+ Technical + Example People + Data + Flow Decisions Next Roles Draw

  19. Identify your Technical Requirements. Business + Technical+ Example

  20. Tradeoffs: Cost vs Built In Tools Business + Technical+ Example Tools + UX EditionTradeoffs, Choices

  21. Picking your workflow tools. Business + Technical+ Example Tools + UX Edition Tradeoffs, Choices

  22. Understand the User Experience Business + Technical+ Example Tools + UX

  23. Workflow isn’t just in a web browser. Business + Technical+ Example Licensing+ UX WF Alerts Bv.B

  24. Using Alerts has implications. Business + Technical+ Example Licensing+ UX WF AlertsBv.B

  25. Buy, Build, or mix? Business + Technical+ Example Licensing+ UX WF Alerts Bv.B

  26. Put it all together! Business + Technical+ Example

  27. One of my clients needed a Site Provisioning Solution. Business + Technical+ Example Reqs + Screens + Inside

  28. People Business + Technical+ Example Reqs + Screens + Inside People + Data + Flow

  29. Data Business + Technical+ Example Reqs + Screens + Inside People + Data + Flow

  30. Flow Business + Technical+ Example Reqs + Screens + Inside People + Data + Flow

  31. 1 of 6 Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  32. 2 of 6 Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  33. 3 of 6 Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  34. 4 of 6 Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  35. 5 of 6 (top) Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  36. 5 of 6 (bottom) Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  37. 6 of 6 Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  38. Conflict Self-Service vs. Governance

  39. You want a process that empowers the users while providing control.

  40. Resources BlumenthalIT.Net, MichaelBL@Magenic.com, @MichaelBL Magenic.com CSPUG.ORG, SharePointSaturday.Org/Chicago Msdn.microsoft.com Blogs.msdn.com SharePointReviews.com K2.com, Nintex.com

  41. Enterprise SP Development Experts • SDPS Program Member Numerous Microsoft Competencies, including: PS: We’re hiring!

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