Corporate Efficiency Meeting

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Corporate Efficiency Meeting
Improving Your Business Processes Using
SharePoint and Beyond
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Welcome

• Speakers
• Steve Woodard, President, Ultimus
• Chris Adams, VP Product Technology, Ultimus
• Mike Oryszak, SharePoint Consultant Intellinet,
  SharePoint Server MVP

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Agenda

• Welcome Ultimus Overview Steve Woodard
• SharePoint Overview and Guidance Mike Oryszak
• Business Process Management Ultimus Chris
  Adams
• Question and Answer Session Open
• Closing Remarks

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About Ultimus

• Headquartered in the Triangle since 1994
• Industry leading Business Process Management
  (BPM) Solution provider
• Microsoft Gold Certified Partner
• 1900 Worldwide customers including

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So What Does Ultimus Do?

• Ultimus provides clients with a software solution
  to solve business problems through
• Reducing Human Error
• Eliminating Waste
• Decreasing Paperwork
• Creating Corporate Collaboration and Visibility
• Facilitating Continuous Process Improvement
• Enabling Companies to Dedicate More
• Time to Their Business Customers

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SharePoint Overview and Guidance
Mike Oryszak, SharePoint Server MVP
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About Me

• SharePoint Server MVP
• Architect / Developer / Administrator
• Working with SharePoint since 2002
• Developing on MS Technology Stack since 1996

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Overview of SharePoint Capabilities

• SharePoint is a Central Platform with support
  for
• Collaboration
• Portals
• Local and Enterprise Search
• Content Management
• Forms Processing
• Business Intelligence

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How is SharePoint being used?

• Intranet and Portals
• Internal Communications
• Team Collaboration
• Project Collaboration
• Unifying platform for other Enterprise systems
• Light ECM
• Document Management
• Records Management
• Enterprise Search
• Portals, Email, Webs, etc

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How is SharePoint being used?

• Custom Applications, Forms, and Workflow
• Line of Business Applications and Processes
• Electronic forms
• Extranet
• Extends collaboration and features to trusted
  partners
• Internet
• Public Facing

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Keys to SharePoint Success

• Focus on key business problems
• Work with business to establish a governance
  model
• Take an incremental approach
• Provide adequate training
• Administrators
• Developers
• Content Owners
• Information Workers

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Where does SharePoint fall short?

• Wide feature set, but not best of breed in all
  areas
• Rely on vendors to extend or integrate
• ECM and Records Management
• Advanced Management features
• Advanced Workflow and BPM

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Beyond SharePoint Where Does BPM Fit?
Chris Adams, VP Product and Technology
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Benefits of integration
Ultimus Extends SharePoint Functionality
Microsoft SharePoint Ultimus Adaptive BPM Suite
Document Management Versioning Security Web-Based Process routing and routing control able to be based on document data / document metadata
Application Management Portals Customized Web Parts Application Mash-ups Ultimus Client, Forms, Reports, and Ultimus BI (iBAM) can be run in SharePoint web part pages
Information Collaboration Team Sites Users, Docs, and Tasks Via process execution, automatically create Team Sites, document libraries, and assign users and documents to them
Document Workflows Start workflows based on documents and document-based events Include documents in processes that may not be driven by documents Dynamic Processing and Case Management
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Ultimus and Microsoft SharePoint
Workflow Versus BPM

• Some process types are well suited for process
  mapping and modeling in SharePoint or Visio
• Routine and goal-oriented processes
• Processes reliant on concrete, unchanging rules
• Processes not dependent on run-time judgments
• Not all processes are suitable for modeling
• Negotiations and collaborations
• Documents produced as a end-result of the process
  and documents contained varied information
• Participants controlling the process and
  affecting flow on a case-by-case basis
• Processes are often dynamic and
  unpredictable.but still require process
  automation
• Gartner 2009 report estimates 80-90 of all
  company processes are knowledge worker
  processes

10-20
80-90
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Ultimus and Microsoft SharePoint
Examples of Business Processes
Dynamic and Unstructured
Structured

• Vacation Request
• Expense Reporting
• New Employee On-boarding
• Capital Expenditures

• Board Meeting Actions
• Project Product Management
• Regulatory and Compliance
• Actions Plans from Exceptions

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Ultimus and Microsoft SharePoint
Access and Management

• Use the right tool for the right job!
• Consider Excel spreadsheet use
• For the individual information worker or small
  teams, an Excel spreadsheet is a great tool for
  information management
• Now try sharing that singular Excel spreadsheet
  across a team of 100 people
• Who manages it?
• How is it managed?
• How can the use of the Excel file scale?

Frustration
Number of Users Involved
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Ultimus and Microsoft SharePoint
Managing Processes Across The Enterprise
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Ultimus and Microsoft SharePoint
Closing Comments

• Depending on your process needs, either
  SharePoint workflow or Ultimus BPM may be the
  best choice. It is important to choose the right
  tool for the job!
• When starting your process initiative, take an
  inventory of your people, your existing
  processes, and what drives those processes.
• Do your homework to understand the difference
  between Workflow and BPM, and match the benefits
  of each platform against your process needs