Presenter(s): Candace Soderston, Rice User eXperience Architect

Matt Sargent, Rice Business Analyst

Date: November 16, 2011

Time: 1:15 to 2:15 p.m.

Creating Workflow & Rules: Share your experience & Needs with the Rice team – Affect the Future!

Introductions

• What topics do you hope we get time for during this hour?

• And we’ll start with a few questions for you!

STAFF AT 7 UNIVERSITIES RESPONDED TO A WORKFLOW SURVEY BEFORE KUALI DAYS 2011

• Iowa State University

• Michigan State University

• University of California, Berkeley

• University of Connecticut

• University of Hawaii

• University of Maryland

• University of Washington

QUESTIONS:

• What software tools do you use in creating and managing workflows?

• What do you like most about these tools? What do you like least?

• What is the single-most important requirement you would look for in a workflow management solution?

WORKFLOW CREATION & MANAGEMENT SURVEY

- RESULTS FOR DISCUSSION -

Import / sync Identity data (3.86., 4.0 )

Create / update / delete users’ identities (4.43, 4.38)

Create / update groups, roles, lists (4.57, 1.38)

Create an alternate or delegate (4.29, 3.75)

Find information or function (3.86, 5.13 )

Define, update, delete routing rule (3.71, 4.63 )

Add approver to list for a doc (3.57, 2.13)

Install workflow tools or customize set up (3.63, 5.13 )

Define, update, delete a document type (3.57, 2.25 )

(Average frequency x= 3.67)

Higher Frequency(7=dailly)

Lower Frequency(1=never)

Define, update, delete a business rule (3.57, 5.13 )

Define, update, delete a node, graph, or workflow (3.57, 3.88 )

Restart approval processing (3.43, 2.13 )

Edit/check code syntax (3.86, 2.88 )

Delegate some control to user self-service (2.71, 3.38 )

Set up rules for a department or team, different from others (2.43, 4.88 )

Higher Importance to improve

(10=top ranked)

Lower Importance to improve

(0=not in top 10)

(Average Importance= y=3.67)

Strategic Opportunity QuadrantDifferentiation Opportunity Quadrant

Keep PaceLower attention or upcoming paradigm shift?

Workflow Creation and Management Survey - Results

FOR THE TASK AREAS YOU IDENTIFIED AS MOST IN NEED OF IMPROVEMENT, PLEASE RATE THE TYPES OF IMPROVEMENTS YOU WOULD LIKE TO SEE:

25%50% 38%

13%

38%63%

Extremely Important Neutral Not at all Important

OTHER TOPICS OF INTEREST - SEE FLIP CHART GENERATED BY THE GROUP!

• Group Discussion

• Q & A

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