SharePoint, InfoPath, Office System 2003 Martin Bald [email protected].

SharePoint, InfoPath, Office System SharePoint, InfoPath, Office System 20032003Martin BaldMartin [email protected]@microsoft.com

Agenda Current EnvironmentCurrent Environment Business ConcernsBusiness Concerns SharePoint Team ServicesSharePoint Team Services SharePoint Portal ServerSharePoint Portal Server InfoPathInfoPath SummarySummary

Today’s Information ChallengeToday’s Information Challenge

From “The Knowledge Worker Investment Paradox” Gartner research From “The Knowledge Worker Investment Paradox” Gartner research 7/17/20027/17/2002

More than 80% of enterprise's digitized information reside in individual hard drives and in personal files

Individuals hold the key to the knowledge economy and most of it is lost when they leave the enterprise

Employees get 50%-75% of their relevant information directly from other people

Key Business ConcernsKey Business Concerns

Team efficiently and effectively Team efficiently and effectively Protect sensitive company information Protect sensitive company information Improve employee productivity Improve employee productivity Provide better and more timely access Provide better and more timely access

to informationto information Reduce current “islands” of informationReduce current “islands” of information

Office System ValueOffice System Value

• Self-contained collaboration site• Scalable workspace platform• Web Part infrastructure• Free!

• “Umbrella” Search across intranet and extranet.

• Manage, organize & provision SharePoint sites

• Back-end integration• Far greater number of web parts

• Check in/check out & versioning from Office 2003 programs

• Create and use document & meeting workspaces from Outlook 2003

• Access SharePoint site content from task panes

Smart Teams

Smart Organizations

Smart Tools

CollaborationCollaborationOffice 2003 Integration

Word, Excel, PowerPoint: Save to WSS / Portal Check In / Check out

Excel: List edit / update

Access: List as data source

Outlook: Live Attachment Meeting Workspace Open Calendar Open Contacts

FrontPage: WSS and Portal editing Web Part creation

Windows SharePoint ServicesWindows SharePoint Services

Key Features Free! Delegate and track site creation & administration Granular security roles and access control Automated quota enforcement and archiving Web farms, clustered data Administration via web, command line or Object Model

Microsoft Office SharePoint Portal Server Microsoft Office SharePoint Portal Server 20032003

Key Features Aggregate, organize, manage and provision SharePoint sites Enterprise Application integration MySites Audience targeting Search or browse for documents, websites, teams and people Search web servers, secure web servers, file servers, Exchange

Public Folders, Lotus Notes and SharePoint sites Scalable, distributed architecture with enterprise capabilities Personalization, search, audience targeting, topics, Single Sign On,

BizTalk Server & adaptor integration available out of the box .Net Framework extensibility

Connecting Business ProcessesConnecting Business Processes Unlock Your Organization’s Information Assets

Microsoft Office 2003 allows your company to Provide more people better visibility

into business information Easily gather and reuse information across business

processes and organizations

Connecting Connecting PeoplePeople

Connecting Connecting InformationInformation

Connecting Biz Connecting Biz ProcessesProcesses

Connecting Business Connecting Business Processes – BeforeProcesses – Before

Salesperson enters Salesperson enters sales and sales and customer customer

information, information, submits orders in submits orders in custom sales appcustom sales app

Engineering waits for Engineering waits for data from sales and data from sales and

manufacturing systemsmanufacturing systems




Manufacturing Manufacturing stores data in stores data in custom LOB custom LOB applicationapplication

Management waits for reports Management waits for reports and analysis from sales, and analysis from sales, manufacturing, engineering, etc.manufacturing, engineering, etc.

What is InfoPath?What is InfoPath? A new program in A new program in

Microsoft Office SystemMicrosoft Office System Included in Office Pro Ent. Included in Office Pro Ent.

Ed. 2003 Ed. 2003 Available standaloneAvailable standalone

A desktop applicationA desktop application

The platform for a new The platform for a new generation of electronic generation of electronic formsforms

Why Do Electronic Forms Matter?Why Do Electronic Forms Matter? Forms drive business processesForms drive business processes

Inefficiencies and inaccurate information cause significant Inefficiencies and inaccurate information cause significant negative downstream effectsnegative downstream effects

Forms hide the complexities of processesForms hide the complexities of processes Electronic information capture helps streamline the complex Electronic information capture helps streamline the complex

processes sitting behind forms processes sitting behind forms

Forms are everywhereForms are everywhere People in your organization are inundated by forms – expense People in your organization are inundated by forms – expense

reports, benefit statements, etc.reports, benefit statements, etc.

Customer ChallengesCustomer ChallengesManual processesManual processes Data re-entry costsData re-entry costs

Data re-entry is inefficient and costs moneyData re-entry is inefficient and costs money Employees spend time “shuffling paper”Employees spend time “shuffling paper” Associated errorsAssociated errors

Errors and reworkErrors and rework Employees spend time tracking down issuesEmployees spend time tracking down issues Long cycle times affect customer / employee satisfactionLong cycle times affect customer / employee satisfaction

No visibility into processes & difficult to access infoNo visibility into processes & difficult to access info Cannot see process statusCannot see process status Inability to efficiently share information across systemsInability to efficiently share information across systems

Customer Challenges Customer Challenges Custom and/or web applicationsCustom and/or web applications Cost of deploying the solutionsCost of deploying the solutions

Difficult to integrate solutions with multiple systemsDifficult to integrate solutions with multiple systems Programmers requiredProgrammers required

Inability to adapt to business needsInability to adapt to business needs Hard to modify solutions once deployedHard to modify solutions once deployed Difficult to address changing market conditionsDifficult to address changing market conditions

Difficult for end-users to useDifficult for end-users to use Training is difficult and costlyTraining is difficult and costly Limited ability to capture rich information Limited ability to capture rich information Employees often end up “going around” the systemEmployees often end up “going around” the system

Example Scenario – EnterpriseExample Scenario – EnterpriseSales data collectionSales data collection

Before InfoPathBefore InfoPath With InfoPathWith InfoPath

1 sales call = 4 user inputs• Information silos• Lost productivity• Data entry errors

1 sales call = 1 user input• Information shared across org• Improved efficiency• Accurate, valid information

CRM

ERP

AP

1 rich, dynamic InfoPath form• Consistent, accurate, timely info• Readily accessible• Easy to aggregate via WSS

Inconsistent input methods• Difficult to keep track of status• Painful to reconcile info across team• Hard to share info among team

Microsoft® Windows®SharePoint™ Services (WSS)

InfoPath 2003

Example Scenario – WorkgroupExample Scenario – WorkgroupTeam / Department Status ReportTeam / Department Status Report

Before InfoPathBefore InfoPath With InfoPathWith InfoPath

Instant Access To DataInstant Access To Data

Word Document

XMLXML

XML

XMLXML

Xpath

Xpath

Xpath




Nancy Buchanan

What is XPath?

Decision-making Based On The Latest DataDecision-making Based On The Latest Data




Connecting Business Connecting Business Processes – AfterProcesses – After

Salesperson enters Salesperson enters sales and customer sales and customer

information, submits information, submits orders via InfoPathorders via InfoPath

Manufacturing Manufacturing publishes data in publishes data in XML for easy re-XML for easy re-useuse

Engineering analyzes Engineering analyzes data from sales and data from sales and manufacturing from manufacturing from

ExcelExcelManagement gets updated Management gets updated reports and information at reports and information at his desktophis desktop




Scenarios

Sample customer scenariosSample customer scenariosHorizontal business processesHorizontal business processes

Accounting and financial managementAccounting and financial management Budget approvalsBudget approvals Asset managementAsset management Policy managementPolicy management

Human ResourcesHuman Resources Time, attendance and expense managementTime, attendance and expense management Applicant trackingApplicant tracking Benefits administrationBenefits administration Performance managementPerformance management

Sales and MarketingSales and Marketing Marketing collateral managementMarketing collateral management Sales account management/lead trackingSales account management/lead tracking Sales proposal generationSales proposal generation Customer satisfaction managementCustomer satisfaction management Business development managementBusiness development management

Customer ServiceCustomer Service Field serviceField service Customer contact center (help desk)Customer contact center (help desk)

Project ManagementProject Management Project trackingProject tracking Task assignmentTask assignment

IT ManagementIT Management Software deployment managementSoftware deployment management Service request managementService request management

Production ManagementProduction Management Materials/specification changesMaterials/specification changes Problem resolution managementProblem resolution management Production best practicesProduction best practices Inventory ManagementInventory Management

HealthcareHealthcare Clinical trialsClinical trials HIPAA compliance managementHIPAA compliance management Emergency room patient managementEmergency room patient management Care managementCare management

GovernmentGovernment Capital asset budget approvalCapital asset budget approval E-grantsE-grants Case/audit managementCase/audit management State patrol processingState patrol processing Business tax filingBusiness tax filing Leave processingLeave processing Field intelligence trackingField intelligence tracking

Financial ServicesFinancial Services Insurance claims managementInsurance claims management Insurance policy issuanceInsurance policy issuance Loan applicationLoan application

LegalLegal Conflict of interest management Conflict of interest management

Media and EntertainmentMedia and Entertainment News editorialsNews editorials

ConstructionConstruction Home designHome design

RetailRetail Recipe materials managementRecipe materials management

Sample customer scenarios Sample customer scenarios Industry-specific business processesIndustry-specific business processes

InfoPath Customer BenefitsInfoPath Customer Benefits

Gather information more flexibly and accuratelyGather information more flexibly and accurately Data validation, conditional formatting, rich authoringData validation, conditional formatting, rich authoring Dynamic form controls (e.g., repeating sections)Dynamic form controls (e.g., repeating sections) Offline & email supportOffline & email support

Connect people, info and processes more effectivelyConnect people, info and processes more effectively Out-of-box support for XML and XML Web servicesOut-of-box support for XML and XML Web services Support for customer-defined schemaSupport for customer-defined schema Integration with Windows SharePoint Services (WSS)Integration with Windows SharePoint Services (WSS)

Develop & deploy info gathering solutions more easilyDevelop & deploy info gathering solutions more easily Rapid solution creation from existing schemas, XML Web services, Rapid solution creation from existing schemas, XML Web services,

etc.etc. Silent install of forms and automatic versioningSilent install of forms and automatic versioning Validation & conditional formatting capabilities w/o codeValidation & conditional formatting capabilities w/o code

ResourcesResources

External Sitehttp://www.microsoft.com/sharepoint

Find Web Parts and templates to the Web Component Directory http://www.microsoft.com/sharepoint/webparts

Visit our community websites http://www.microsoft.com/sharepoint/community/

Sharepoint Help - http://team/sites/sprangers/default.aspx External InfoPath site and newsgroup:

http://www.microsoft.com/infopath newsgroup: microsoft.public.infopath

http://www.microsoft.com/sharepoint

http://www.microsoft.com/sharepoint

http://www.microsoft.com/sharepoint/webparts

http://team/sites/sprangers/default.aspx

http://team/sites/sprangers/default.aspx

http://www.microsoft.com/infopath

http://www.microsoft.com/infopath

SharePoint, InfoPath, Office System 2003 Martin Bald [email protected].

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Transcript of SharePoint, InfoPath, Office System 2003 Martin Bald [email protected].