MOSS Workflows Workflow Technologies Overview November 15 , 2007 Sogeti USA

1. MOSS WorkflowsWorkflow Technologies OverviewNovember 15, 2007Sogeti USA

2. Agenda Agenda • About Sogeti • Workflow Overview • MOSS Workflow Technologies Overview • MOSS Out of the Box Workflows • SharePoint Workflow Designer • Windows Workflow Foundation • K2 Black Pearl • Question and Answer Session • SWAG

3. Sogeti’s MOSS Qualifications • Number of MOSS engagements • 175+ nationally • 17 MS certified MOSS consultants • Scope of engagements • Quick POC’s to global, $MM projects • Migrations, Upgrades, Intranets, Extranets, Internet presence, application development, BPIO, etc. • Currently leading 2nd largest MOSS deployment in the world (global pharma)

4. Workflow – Overview • Wikipedia • A workflow is a reliably repeatable pattern of activity enabled by a systematic organization of resources, defined roles and mass, energy and information flows, into a work process that can be documented and learned...blah, blah, blah • Sogetipedia • Automation of a business process (BP) • A. K. A.: Business Process Management (BPM)

5. Workflow – Why it matters • Ability to Improve Business Processes • Most BPs are manual or require human interactions -not efficient, less reliable • BPs often lack visibility • Lack of escalation • Most BPs are not clearly defined • Good Opportunities to Leverage Workflow • Better and more robust tools available • Necessary infrastructure exists • Increased integration

6. Workflow – Integration with MS • Outlook • Receive Notifications and Tasks • Word, Power Point, Excel, IP • Start and Participate in Workflows • SharePoint Designer • Create and Customize Workflows • MOSS • Start, Participate, Customize and Track Workflows

7. MOSS Workflow Technologies Overview Robustness Complexity

8. Workflow – Out of the Box Workflows • Out of the box workflows • Approval, Collect Feedback, Collect Signatures, Disposition Approval, Group Approval, Translation Management, Three State (issue tracking)

9. Workflow - Out of the Box Workflows (cont)

10. SharePoint Designer Workflows - Overview • Wizard-based approach • No coding  web designers • Out of the box workflows • Building blocks • Events • Actions (parallel/serial) • Conditions • Output: XOML file

11. SharePoint Designer Workflows – Features • Sounds great, but… • Workflow is data-bound at design time • Can’t author against a content type • No step-by-step debugging • Only sequential workflows • No cross site interaction between lists • So when do I use it? • You’re not a developer • Need to create a less complex WF for an application for a site • Basically, when it makes sense to

12. SharePoint Workflow Designer – Demo Email notification of denied request Sogeti ♠ Item assigned to Boss User fills out PTO eForm User goes to MOSS site Email alert sent to Boss Approved Email notification of approved request Denied Store in HR PTO library Set appropriate policies on item HR Email Notification

13. Windows Workflow Foundation - Overview • Overview • Microsoft .NET 3.0 technology • Define, create, execute and manage workflows • Supported by set of VS 2005 extensions • Visual workflow designer enables workflow design, debugging and compiling

14. Windows Workflow Foundation – Design Requirements • Design Requirements • Windows SharePoint Services 3.0 • VS 2005, with VS 2005 Extensions for Windows Workflow Foundation • Enterprise Enterprise Content Management (ECM) Starter Kit

15. Windows Workflow Foundation - Features • WF Advantages • Extremely robust, complete control over solution • Free if you already have VS 2005 • WF Disadvantages • Complicated configuration steps, especially in regards to deployment • Learning curve very steep • Developer needs to be involved every time the workflow changes • Even simple workflows take significant time to develop

16. Windows Workflow Foundation – How To • Quick How To • Install all the proper extensions for VS 2005 • Open VS and create a WF project • Create and Code the Workflow

17. Windows Workflow Foundation – How To (cont) • Quick How To (cont) • Edit multiple configurations in files such as feature.xml • Deploy workflow as a feature through stsadm command line utility • Associate Workflow with a MOSS list

18. K2 .Net Black Pearl - Overview • Application used to design and create WF workflows • Empowerment of the Business User

19. K2 .Net Black Pearl - Features • K2 Advantages • Create robust workflows quicker and more efficiently • Wizard driven interoperability • Site, Library and List, Document Manipulation, List Item, Records Management, Event Process Publishing, User Management, Workflow Integration • Easy deployment • Multiple Design Tools • Reporting Capabilities • Standard reports leveraging MS SQL Reporting Services • K2 Report Designer for custom reporting

20. K2 .Net Black Pearl – Design Tools • K2 Studio Designer • K2 Web Designer • Visio

21. K2 .Net Black Pearl - Features • K2 Disadvantages • Licenses can be costly • Implementations can easily cost as much as $40k • Solution still new and sometimes unstable • Release due 12-2007 which is suppose to fix a large number of bugs

22. K2 .Net Black Pearl - Demo Email notification of denied request Sogeti ♠ Item assigned to Boss User fills out PTO eForm User goes to MOSS site Email alert sent to Boss Approved Email notification of approved request Denied Store in HR PTO library Set appropriate policies on item HR Email Notification

23. Questions

24. SWAG • Name some of the MOSS OOB workflows • Name some of the advantages and disadvantages of using SPD • Name some of the advantages and disadvantages of WF • Name some of the advantages and disadvantages of K2 • Name the 3 K2 design tools

25. MOSS WorkflowsWorkflow Technologies OverviewNovember 15, 2007Sogeti USA