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Help your business people create workflows effectively

Discover how to effectively create and automate workflows using SharePoint and Workbox. This guide covers the essentials of workflow management, the advantages of SharePoint as a powerful collaboration platform, and the benefits of using Workbox for enhanced functionality. Learn how to overcome SharePoint Designer limitations and develop tailored workflows for various functions like HR, Marketing, and Customer Service. With practical demos and next steps, you'll be equipped to improve efficiency, quality, and process control within your organization.

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Help your business people create workflows effectively

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Presentation Transcript

  1. Help your business people create workflows effectively with SharePoint and Workbox

  2. Agenda • What are workflows? • Why SharePoint? • Why Workbox? • Creating effective workflows • HR • Marketing • Customer service • Overcoming SharePoint Designer limitations • Nextsteps • Q & A

  3. What are workflows? • Workflow - „Progression of steps (tasks, events, interactions) that comprise a work process and create or add value to the organization's activities.” • Workflow automation - „Use of software technology to increase the efficiency of a workflow by improving the coordination of the activities of the actors involved and automating tasks” • Benefits of implementing workflow automation solution • Improved efficiency • Improved quality • Better process control • Process improvement

  4. Perfect workflow solution? SharePoint + Workbox

  5. Why SharePoint? • Powerful collaboration platform • Friendly and familiar UI, Office integration • Powerful workflow capabilities • Rapid application development • Easy connection to external systems Sites Communities Composites Insights Content Search

  6. Company web site Corporate portal Employees Partners Customers Departamental sites XMLWebServices Team sites Personal sites Collaboration workspace for EVERYONE • Why SharePoint? LOB Applications (SAP, ERP, CRM, etc)

  7. SharePoint Workflow Engine • Build-in engine based on Windows Workflow Foundation • Integrated with SharePoint structure – works on documents and list items within SharePoint • Integrated into user GUI • Workflow information stored in the content database • Scales with SharePoint • Capable of running thousand of instances simultanously • Why SharePoint?

  8. Why Workbox? • Graphical web-based workflow designer for SharePoint • Business-oriented solution – separated Business and Technical Layers • Ease of modifying and remodeling workflows • Full integration with SharePoint • Extended SharePoint permission model • Reporting and decision support

  9. SharePoint Designer workflow limitations • No looping • Limited access to SharePoint content • Limited automation capabilities • Inconvenient designer • Incomprehensible to the business • Very hard to create more complex processes • Why Workbox?

  10. HR – leave approval • 4 stages – new request, manager’s approval, HR approval, corrections • Manager based on profile information • Automatic vacation dayscalculation • Demo • Creating workflows with Workbox

  11. Marketing – Mailing solution • Sends personalized message to each member of a mailing list • Mailing content stored on another list • Logs mailing status for each user and for entire campaign • Demo • Creating workflows with Workbox

  12. Customer service – Help desk • 3 stages – new issue, resolution, verification • E-mail based • Automatic issue clasification and customer identification • Demo • Creating workflows with Workbox

  13. Next steps • Learn more: • Web site -www.datapolis.com/workbox • Tutorials – www.datapolis.com/tutorial • Blog – http://wbblog.datapolis.com • Live demo – sales@datapolis.com • Try yourself: • Fully functional, 30 day trial – www.datapolis.com/freetrial • Sandbox on our site – www.datapolis.com/demosite

  14. Next steps • Learn more: • Web site -www.datapolis.com/workbox • Tutorials – www.datapolis.com/tutorial • Blog – http://wbblog.datapolis.com • Live demo – sales@datapolis.com • Try yourself: • Fully functional, 30 day trial – www.datapolis.com/freetrial • Sandbox on our site – www.datapolis.com/demosite

  15. Q & A

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