presented by

Andy Hopkins andyh@chrysalisbts.com

(425) 761-4143 @AndrewSHopkins

REAL WORLD | SHAREPOINT implementing advanced business solutions

presented by

Andy Hopkins andyh@chrysalisbts.com

(425) 761-4143 @AndrewSHopkins

REAL WORLD | SHAREPOINT SharePoint workflow–architect for success

• Real World SharePoint

• Andrew (Andy) Hopkins - Chrysalis BTS

• Vadim Tabakman - Nintex

• What will we discuss today?

Welcome

AUTOMATED INVOICE PROCESSING USING SHAREPOINT WORKFLOW

BACKGROUND

…

…

Leaf Sites • Web Parts • Document Libraries • Lists • Workflows

SharePoint Farm Services Portal

Site Collection

Portal & Site Structure

Customer Portals Vendor Portals

Top Level Portal

• Site Services • Search Service • Managed Metadata

Service • User Profile Service • InfoPath Form Service • Business Connectivity

Service

Invoicing Solution Architecture SharePoint 2007

Application Architecture / Design Audit Workflow environmental impact assessment

Original Application Architecture A case study in what not to do – critical to success is an understanding of SharePoint workflow limitations

Sites

Contracts

Invoices

Changed Contract on update

Changed Contract 2 on update

Create Invoice on update

Changed Invoice on update

Invoice Notification 2 on update

Invoice Permissions on update

New Invoice on create

Vendor Permissions on update

New Contract on create

Vendor Permissions on update

Changed Site on update

Changed Site 2 on update

Send Site to NOC on update

New Site on create

Sync Site to NOC on update

Original Application Architecture A case study in what not to do – critical to success is an understanding of SharePoint workflow limitations

Contracts

Changed Contract on update

Changed Contract 2 on update

Create Invoice on update

Vendor Permissions on update

New Contract on create

New Contract on create

Changed Contract on update

Changed Contract 2 on update

Create Invoice on update

Vendor Permissions on update

1.85 Million workflows in 3 days!!

Refactored Application Architecture Consideration for SharePoint workflow strengths and limitations

Sites

Contracts

Invoices

Changed Contract on update

Changed Contract 2

Create Invoice

Changed Invoice on update

Invoice Notification 2

Invoice Permissions

New Invoice on create

Vendor Permissions

New Contract on create

Vendor Permissions

Changed Site on update

Changed Site 2

Send Site to NOC

New Site on create

Sync Site to NOC

SharePoint workflow has matured considerably However, there remain shortcomings

10

Vis

ual S

tud

io

Sh

are

Po

int

Desi

gn

er

Azure

Service Bus

Access

Control

(OAuth2)

Events Content

Solutions Apps

SharePoint 2013

SP 2010

Workflow

Host

_API (REST OM)

Workflow Services Manager

Instances

2010 Interop Deployment

Messaging

Azure Workflow

Service Application Proxy W

ork

flo

w C

lien

t

REST Calls

Events

Azure

Workflow

• Cross system workflow

• Marketing content distribution

• New employee onboarding automation

• Loan processing

• Error handling, Reusability, Maintainability

• Critical business processes

11

Workflow Application Scenarios

Resources and Contact Real World SharePoint

Please Give Us Your Feedback

• Matt will send you an email with a link to the presentation and the eval or visit… www.chrysalisbts.com/index.php/events/rws/search/eval/

Successful SharePoint is About Community

• Share your Real World SharePoint stories #RWSharePoint

• Ask the global SharePoint community for their insight #SPHelp

• Attend or speak at SharePoint Summit(We’d love to meet you at #SPSSV)

• Join your local SPUG

– We’ll be speaking at the Portland SharePoint User Group July 17

Real World SharePoint: Search Presentation

• www.slideshare.net/andyhopkins

Andrew (Andy) Hopkins

• andyh@chrysalisbts.com

• @AndrewSHopkins

Vadim Tabakman

• Vadim.tabakman@nintex.com

• @vadim_tabakman

13

&

14

presented by

Dave Healey dhealey@chrysalisbts.com

(206) 734-9414