SharePoint 2013 as a Workflow Management System

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Process Management Services are a crucial piece in any system supporting ECM capabilities. SharePoint 2013 introduced a new technical foundation for workflow management and the modeling of business processes as automated workflows. In this session the audience will learn the benefits of the new Workflow Management System architecture as well as how to leverage it in real world scenarios. Attendees will see what can be achieved in SharePoint 2013 and Workflow Manager in an easy and controllable fashion. Most important the session will dive into what is not easily feasible Out-of-the-Box and will present a birds-eye view on the BPM ecosystem that has evolved around SharePoint 2010 and 2013. The key take-away for attendees will be an understanding of how to map real-world process management scenarios onto SharePoint 2013 Workflow workloads and when it is reasonable in terms of project risk and cost of ownership for the SharePoint investment, to move to a third party SharePoint BPM product. The session is intended for Architects and Decision Makers who already have concrete use cases/scenarios at hand and need to map them to SharePoint technology.

Transcript of SharePoint 2013 as a Workflow Management System

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013

ZAGREB, NOVEMBER 27-28 2013

SharePoint ..as a Workflow Management System

ANDREAS ASCHAUER, ALEGRI INTERNATIONAL

sponsors

About..

Andreas AschauerAlegri International

AustriaHead of Consulting

Software EngineeringSharePoint

Trainer / Consultant

Agenda

The road to ’13

From Coding to Modelling

BPM and Process Orientation

Motivations for BPM

Procedures vs. Practices

“We are having a baby”

A quintessential sample

(some of you can relate to)

Why am I telling you this ?

SharePoint has a strong background in Workflow Management

Why am I telling you this ?

Business Process Management (BPM) is one of the key drivers for SharePoint

investments

Why am I telling you this ?

Workflow Management in SharePoint has come a long way and changed a lot

Why am I telling you this ?

You can do so much wrong with Workflow Management / BPM

THE ROAD TO `13

Workflows with SharePoint 2010

Visio 2010SharePoint Designer 2010

Visual Studio 2010 3rd Party

Process

Visio 2010

SharePoint Designer 2010

Visual Studio

+

Impedance Mismatch

High Project Risk

Volatile Cost of Ownership

No common model or language for business and technology

Workflows with SharePoint 2013

Visio 2013SharePoint Designer 2013

Visual Studio 2021DECLARATIVE MODEL

3rd Party

Visio 2013 – Process View

Visio 2013 – Workflow View

Visio 2013 – Workflow View

Visual Studio 2012

Key improvements - General

Model First No Code in WorkflowsProcess Manager &Workflow Designer

Key improvements - Technical

Architectural Changes “Cloud Ready” Model

Reusable Workflow Actions

Reusable Designer Actions

Wrapping Up

SharePoint OOB Workflow Capabilities have matured

The tooling has matured

Business and technology have a common modelling base

Software architecture is modular and reusable (through Activities)

BUSINESS PROCESS MANAGEMENT

Key Motivations Make implicit processes visible and manageable

Optimize processes continuously

Optimize existing resources

React to change

Broadening the view

Process Improvement Process

(Re)-Design

Modelling

Execution

Monitoring

Optimization

Procedures vs. Practices

Optional accessoiries

What you get..Monitoring of (possibly) a large number of workflow

instances

Reports on performance of workflows / stakeholders

Little impedance mismatch (depends on product)

Better EAI functionality

SharePoint Workflows

+

No further advance cost

Easy to use / Familiar tooling

Clean architecture

Supported by MS

-

Unpredictable future cost

Limited OOB functionality

Complex expansion model

Custom development needed

BPM Tools

+

Controllable Cost of Ownership

Rich modelling capabilities

Large toolbox around BPM

EAI functionality

-

Advance cost

Training effort

(Possibly) proprietary notation

Need

Workflows

Intra department processes

Little to no dependency on external systems

Small number of workflows

.NET development knowledge

BPM

Inter department and corporate processes

System integration

Large number of workflows

No development resources

DEMO: We‘re having a baby – process• Stakeholders• Mother• Father• Grand mother• Friends of father• Doctor• ..

• Systems• Family• Administration• Hospital

B(aby)PM – scaling out the family

Adapt to changes in systems influencing the process

Dynamically re-assign stakeholders

Optimize the process

Report on performance of closed instances

Know the options

Do Governance planning

Calculate the risk and total cost of ownership

Have a baby..

questions?

LINKEDIN / XING / SHAREPOINTTRENCH.COM

@ASCHAUERA

thank you.

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013

ZAGREB, NOVEMBER 27-28 2013