Nintex, SharePoint, & Office 365 Roadmap for Workflow and Forms

@RHARBRIDGE

This is a community for process, forms and workflow enthusiasts!

WELCOMETO OUR FIRST MEETUP!

We plan to meet quarterly.

Next meetup “Real World” themed. We would love a

customer story/case study to present (or many). Are you,

or would someone you know be a good fit?

We are aiming for our next meeting to be around…

Office 365 & SharePoint Roadmap

WHAT WE WILL TALK ABOUT TODAY…

Nintex Led Future On Workflow & Forms

Microsoft Flow & PowerApps

@RHARBRIDGE

WHAT IS COMING FOR FORMS AND PROCESS IMPROVEMENT?

We have a wonderful resource at http://fasttrack.microsoft.com/roadmap

http://fasttrack.microsoft.com/roadmap

@RHARBRIDGE

MICROSOFT PLANNER…

Microsoft Planner provides new work management experiences. Between it and

Templates that are coming could your process be managed in an ad-hoc way?

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DO THE NEW LIST EXPERIENCES HELP?

There is a new list experience does it make a difference for workflow and forms?

The edit form is slightly improved and things like drag and drop metadata help.

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SHAREPOINT DESIGNER & INFOPATH…

You can still use both! Often you should. InfoPath and SharePoint Designer are no

longer being developed/improved by Microsoft. Spectrum of solutions & vendors.

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MICROSOFT POWERAPPSIS IN PREVIEW…

PowerApps is a Microsoft solution for scaling the building of mobile business applications. IMO - This is the right approach: if you solve the mobile problem you make something lighter and more responsive to use. This is also a model that improves usability and accessibility.

@RHARBRIDGE

MICROSOFT FLOW IS IN PREVIEW…

“Microsoft Flow helps non-developers work smarter by automating workflows

across apps and services.”

Get notifications Synchronize files Collect data Automate approvals

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SHAREPOINT FRAMEWORK…

This is still for Developers, just not necessarily ‘SharePoint’ developers anymore.Still a spectrum and doesn’t really impact forms or workflow aside from better and broader development support.

Visibility is critical

TARGETprocesses that need

improvement to ensure you get the

most from your process investments

IMPROVE the way your team

works by discovering opportunities for

increased collaboration and

engagement

VISUALIZEand analyze

processes to determine which

ones are returning business benefit

Nintex Hawkeye™

Nintex for SharePoint 2016

Innovation in Office 365

Nintex Mobile & Nintex

Mobile Enterprise

The power of Nintex everywhere you need it

Multi-tenant,

platform

independent

workflow

with the most

intuitive

workflow designer in

the market

to meet users where

they do their work,

not force them to

learn new tools

processes regardless

of how information

is captured,

processed

or stored

Cloud based

Easiest Designed Orchestrate

Pla

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Ad

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Wo

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Desi

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Modern, scalable, micro-services based architecture

@RHARBRIDGE

WHAT IS GREAT ABOUT POWERAPPS?

The PowerApps experience is quite streamlined today. In it’s preview

state users must configure and design each field/screen as desired.

1. They are “easy” and intuitive to build. Point to the data you want to interact with and create.

@RHARBRIDGE


It is undoubtedly easy and intuitive to share. Considerations around access to

the data source (SQL conn is auto shared). No external sharing today.

2. They are easy to share.


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There is a ton of potential in PowerApps with templates and shared apps across

the organization or through communities.

2. They are easy to share.


3. In the future users can build an app from templates easing the creation of an app process for common app requirements.

@RHARBRIDGE

WHAT WOULD YOU USE IT FOR?

There is a ton of potential in PowerApps with templates and shared apps across

the organization or through communities.

Simple “list” tracking apps that can help coordinate things like assets, site visits, etc.

Simple Mobile App experiences where you want to get employee feedback.

FAQs and resource guides for employees around products or processes.

@RHARBRIDGE

Share ideas and docs in OneDrive

DO POWERAPPS REPLACE FORMS?

PowerApps does not replace InfoPath and SharePoint Designer. It makes it

easier to build mobile business applications “without code”.

4. PowerApps is Cloud Only (no offline capability).

1. It’s In Preview

2. It isn’t a fair comparison. PowerApps fills an need around the enterprise mobile app gap and is focused there but only there.

3. PowerApps designer is currently a bit basic and limiting - though it is continually improving.

5. Understanding connections/Flow limits applies. While it

supports things like SharePoint On-Premises connections these are not shared.

@RHARBRIDGE

POWERAPPS RESOURCES…

There are MANY updates that come to PowerApps in it’s preview state.

Service Website:https://powerapps.microsoft.com/en-us/

Browse Documentation:https://powerapps.microsoft.com/en-us/tutorials/getting-started/

Blog (with multiple posts each week):https://powerapps.microsoft.com/en-us/blog/

Community User Group:http://powerusers.microsoft.com/

Videos:https://www.youtube.com/watch?v=-3LIWX1lE5k&list=PL8nfc9haGeb5W1x0-fS0eZhVQkPwiepAb

Twitter:@PowerApps

https://powerapps.microsoft.com/en-us/

https://powerapps.microsoft.com/en-us/tutorials/getting-started/

https://powerapps.microsoft.com/en-us/blog/

http://powerusers.microsoft.com/

https://www.youtube.com/watch?v=-3LIWX1lE5k&list=PL8nfc9haGeb5W1x0-fS0eZhVQkPwiepAb

@RHARBRIDGE


WHY ARE WE TALKING ABOUT FLOW?

Integration is a problem that doesn’t only effect IT. There are limited resources

today for integration and many unmet needs in Office workers.

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SO WHAT IS FLOW?

Flow allows non-developers to create connections between systems and to

perform simple tasks based on those connections. There are over 40 connections.

“Click-to-code connections”Including SP On Prem

https://flow.microsoft.com/manage/connections/available

@RHARBRIDGE


WHAT IS FLOW REALLY?

It’s really just a UX layer and set of experiences that make creating Logic Apps easier.

Flow

Logic apps

Managed APIsor Custom APIs

Uses the Public RESTAPIs for management

Calls into at runtime

1. It’s built on top of Logic Apps and uses the public APIs and standard runtime.

2. They leverage the same visual workflow designer / editor. Logic Apps can always do everything that Flow can do.

3. Flow has additional UX / experiences to simplify experience for the typical office worker.

@RHARBRIDGE

You can easily share templates via social media or

email with your colleagues or friends

Easily see how much this template has

been used and who published it

Each template contains a detailed

description of what the template does

and needs

Select Use this template to sign up/sign in

and configure the template

SO WHAT IS THE FLOW EXPERIENCE?

100+ templates make performing tasks and connections easier. This is community

driven for all Flow users. Microsoft is looking to add per company/org templates.

@RHARBRIDGE


You can quickly get started with any template to create the Flow you want.

The Flow experience guides the user.

1. Choosing a template provides a

clear connection and setup wizard.

@RHARBRIDGE


You can then tweak the flow or use it as is based on the Flow design.

Complex steps are easier. Users always have the option of creating their own Flow instead.



2. The experience is intuitive. With

complex steps like Get my profile or

Get manager simplified to a single task.

@RHARBRIDGE


You can even review the flow if needed as a user to see a visual representation of the

Flow and detailed inputs/outputs for each step.

3. Easy to see how it works, what worked

or didn’t and when.






@RHARBRIDGE


List of connections shared between PowerApps and Flow; you only have to sign in once.

If your password changes you can come here to sign-in again and fix it or remove them.

4. Even after you create Flows you can

manage them and their connections easily.

3. Easy to see how it works, what worked

or didn’t and when.






@RHARBRIDGE


Want to keep even better track of your flows or manage them? Use the mobile app!

@RHARBRIDGE


WHY SHOULD WE CONSIDER FLOW?

Flow has some focus areas that SharePoint Workflow does not have which compliment

process and task automation needs, especially across systems and services.

Flow has some focus areas that SharePoint Workflow does not have which compliments process and task automation needs, especially across systems and services (like IFTTT or Zapier).

• Flow includes a focus on platforms outside of SharePoint (cross site, tenant, or app flows!).• Has a recurring flows feature or a Flow can be triggered by web hooks into external systems. Flows

can take actions and events from outside your environment and automate the movement of this data into your systems.

• Flow allows users without list management rights to still create flows.• Many flows are within an individual users context. Triggering a flow for a user based on an event

that happens in their Office 365 mailbox as an example only targets that user.• Flow includes a focus on the personal technologies of an individual end user allowing them to

automate personal and professional processes/tasks (facebook, twitter, etc.).

@RHARBRIDGE


WHEN SHOULDN’T WE USE FLOW?

Azure has enterprise/compliance controls around policy, security center, audit logs…

It’s also too early to know what feature gaps will be covered in integration and control.

1. It’s In Preview 2. It Is Simplified 3. Lacks Controls

Not for production use?

A strong solution for

proof of concepts,

learning or

experimentation.

Convert to Logic App

(one-click).Admin/Governance

story not until closer to

GA.

4. Technical Gaps

Enabling/disabling

connectors/templates for org use,

trigger a secondary Flow from a

primary, painful to reorder steps, API

max connections (by app, not user),

etc.

@RHARBRIDGE

USING FLOW & SHAREPOINT…

Daniel Laskewitz has a great example of using Flow to manage a simple HR

Leave request process.

http://www.o365dude.com/2016/05/07/making-a-vacation-request-flow-with-microsoft-flow-preview/

@RHARBRIDGE

USING FLOW & POWER BI…

John White shared a great example of how you could use Flow to capture

Tweets to enable Power BI reports on the data.

http://whitepages.unlimitedviz.com/2016/05/integrating-microsoft-flow-power-bi-real-time-reporting/

@RHARBRIDGE

FLOW RESOURCES…

There are MANY updates that come to flow each month in it’s preview state.

Watch for new templates and connectors regularly showing up too!

Service Website:https://flow.microsoft.com/

Browse Documentation:http://go.microsoft.com/fwlink/?LinkID=786358&clcid=0x409

Blog (with multiple posts each week):https://flow.microsoft.com/en-us/blog/

Community User Group:http://powerusers.microsoft.com/

Videos:https://www.youtube.com/playlist?list=PL8nfc9haGeb55I9wL9QnWyHp3ctU2_ThF

Twitter:@MicrosoftFlow

https://flow.microsoft.com/

http://go.microsoft.com/fwlink/?LinkID=786358&clcid=0x409

https://flow.microsoft.com/en-us/blog/

http://powerusers.microsoft.com/

https://www.youtube.com/playlist?list=PL8nfc9haGeb55I9wL9QnWyHp3ctU2_ThF

Thank You!Sponsors and Youfor making this possible.

When To Use What Whitepaper.. WhenToUseWhat.com

Intranets on O365 Whitepaper.. Office365Intranets.com

External Sharing Whitepaper.. Office365Extranets.com

Message Us or Email

[email protected] @RHarbridge

[email protected] @KKhipple

[email protected] @HCroitoru

More to come on our blog at http://2toLead.com.

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Nintex, SharePoint, & Office 365 Roadmap for Workflow and Forms

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Transcript of Nintex, SharePoint, & Office 365 Roadmap for Workflow and Forms