How SharePoint Online can transform your business

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Online Conference June 17 th and 18 th 2015 WWW.COLLAB365.EVENTS How SharePoint Online can transform your business Carmen Nel Lets Collaborate

Transcript of How SharePoint Online can transform your business

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 Online Conference

 June 17th and 18th 2015

WWW.COLLAB365.EVENTS

How SharePoint Online can transform your business

Carmen NelLets Collaborate

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Carmen NelLets Collaborate

[email protected] : @carmenbritsLinkedIn : Carmen NelBlog: www.carmennel.co.za

I am a SharePoint Specialist and Developer. I have my MCSA, MCSE and MCSD in SharePoint and I am currently working on my Azure & SQL certification and I am hoping to get my MVP accreditation sometime soon in the future.

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My Session

With the massive impact of Office365 on companies all around the world, SharePoint Online became a water cooler 

discussion point. What can it do for my company?

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The predicament

You get the dreaded email that all IT people hate…

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Hallo Carmen I know that you are in the IT department and have no skills in SharePoint but we have no one else so this is unfortunately your problem now. I have the following requests that we need live on the site as soon as humanly possible. Please find below the scope and URL of the site. URL IT Department:Change Request Process with workflows to approvers   ProjectsI want users to be able to create project document libraries with a workflow attached to it. Once a new item is added to the project library it must go to the relevant department specified in the metadata of the document for approval. If it is not approved then the user must be notified. I do not want you to create this workflow every time we must be able to reuse this workflow on every new document library created.

HR DepartmentNew employee process where the user must be created, IT equipment needs to be allocated, Finance needs to be notified etcAuto Populate the welcome pack document with the name and details of the new employee and send the pack to him once created via email

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Before you break something…

Think…Plan…Get your evil face on…

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Lets start with the first item…

IT Department:Change Request Process with workflows to approvers and users

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Next up…ProjectsI want users to be able to create project document libraries with a workflow attached to it. Once a new item is added to the project library it must go to the relevant department specified in the metadata of the document for approval. If it is not approved then the user must be notified. I do not want you to create this workflow every time we must be able to reuse this workflow on every new document library created.

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And then…HR DepartmentUser friendly leave request list where managers can easily approve/reject leave. I don’t like the approval workflow tasks that are created so please find another way of doing this.New employee process where the user muse be created, IT equipment needs to be allocated, Finance needs to be notified etc

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Last but not least…

Sales DepartmentWe want to auto-populate quotes from lists of information. The totals and VAT should calculate itself please.

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Final Thoughts

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Stay tuned for more great sessions …