04.swiss_sharepoint_club_sharepoint_business_platform_jean-françois_saint-pierre_evolusys
DESCRIPTION
“SharePoint as a Business Solution platform – the Why, the What, and the How ? And oh, did we mention no code ?” When associated with the right tools, and the right approach, SharePoint can become a powerful and agile platform to deliver business solutions, across and beyond an organisation, seamlessly. See what we are doing @ GAVI Alliance, replacing a .Net custom app with a SharePoint - Task Oriented solution. Agility, Robustness, Engaging User Experience, Scalability and did we mention: No-Code ! Evolusys and GAVI are creating a Business Platform, replacing a custom built .Net solution with an agile, workflow based, task orientated platform. Evolusys will detail the approach, and underlying principles – from Governance to solution Development and Architectural choices. We will then focus on three innovative key aspects of the solution: - Solution Design in 2014 : From the ‘Window that does it all’ paradigm to a Workflow and Task orientation; - An engaging User Experience : Ensure adoption and usability – without training; - Technology choices : Put the Information Owner in the driver’s seatTRANSCRIPT
SharePoint as a Business PlatformWhy, What and How ? – No Code
Jean-François Saint-Pierre – Evolusys SA
Evolusys SA
DataMining
Business Workflows &
Forms
Mobility
SAP / Microsoft Interop
Social & Geo
Intelligence
Business Intelligence
SharePoint as a Business Platform
The Rationale – Why ?
– It’s not your father’s SharePoint
– Component of a Business Platform
– SharePoint & Friends
Application Types – What ?
– Candidate Apps
– Traditional vs SharePoint
– Task Orientation
Approach – How ?
– Capabilities then Processes
– Real SharePoint Consultants
Demo
SharePointLiveTiles
dox42 Nintex
Excel REST
THE WHY ?SharePoint as a Business Platform
Knowledge Workers
It is an era of Knowledge and Services
Ten IT-enabled business trends for the decade ahead – McKinsey (May 2013)
#5 : Automating Knowledge Work
Physical labor and transactional tasks have been widely automated over the last three decades. Now advances in data analytics, low-cost computer power, machine learning, and interfaces that “understand” humans are moving the automation frontier rapidly toward the world’s more than 200 million knowledge workers.
Source : http://www.mckinsey.com/
Not your father’s…
• Ubiquitous
• Secure
• Enterprise Level Tools
• Workflow Engine (x2)
• Forms (hum… well..)
• Office Web Apps
• Search
• Mobility
• Business IntelligenceSource : http://abalon.fr/blog/
Once installed, well… nothing…
Still needs …
• Configuration
• Design / Branding
• Support
• Training
• Monitoring
… and Governance
• Change / Evolution
• Policies
• Help / Feedback loops
Or suffer…
The Glorified File Share (collaboration)
The Random File Generator (search)
The Ugly Outdated Intranet (contents)
The Big Bucks Cafeteria Menu (purpose)
The Swiss Cheese File Manager (security)
The Electronic Quasimodo (design)
But more specifically…
• Send and Receive Mails• Mails can trigger
transactions• Mails should be tagged
and shared
• Information Assets• Consumed and created• As part of processes• And tagged and shared
• Integrate with other systems• No code, read-write
• Engaging UX• Minimise required training• Max Productivity• Least Resistance Principle• Perform Calculations
• Simple / Complex • Rules based
• Provide reports• Performance stats• Monitoring
Gartner Survey (2008) - BPM‘How often do your process change ?’• 67% of processes change every 6 months• 18% every month
How does SharePoint Rank…
The Case for No CodeCode
• Need Developers
• Tunnel Effect
• Complex Software Lifecycle
• Opaque
• Efforts / Costs
MAINTENANCE !!!
No Code
• Need Analysts
• Iterative Prototype
• Simplified Software Lifecycle
• Declarative
• Need additional tools (ROI)
MAINTENANCE !!!
With a little help…
SharePoint (with a little help)…
Capability Comments Solution
Connect SAP & SharePoint 4 ways to integrate – no code Theobald Software
Draw your Processes SharePoint Executes Nintex Workflow
Build Intelligent Forms Also target Mobile Nintex Forms
Integrate your mails From Outlook, Office… OnePlaceSolutions
Create a compelling UX And v2 is Responsive LiveTiles
Generate personalized documents Using Familiar Office Tools dox42
Bridge On-Prem & SaaS Solutions All major SaaS including SalesForce Nintex Live
Evolusys’ modern App - Ingredients
THE WHAT?SharePoint as a Business Platform
Candidate AppsPoor Candidate Apps
• High Volume / Short Time
• Highly Relational Structures
• Industrial
• Mostly outside SP
• Few Manual Steps
Good Candidate Apps
• Human Centric (slow)
• Unstructured KM Based
• Admin / Business
• Various Systems but SP Centric
• Manual Steps (Copy / Paste)
New Development ParadigmFrom the ‘Window that does it all’ To ‘Task Orientation’ and User Profiling
That Leverages SharePointBring Information Closer To the Owners• Capitalizing on familiar tools : Excel, Word• Whether as inputs our outputs
Versioning, Search, Lists, Approvals• Change audit trails• Search based perspectives
From the horses mouth…• Calculation models born in Excel / Remain in Excel• Documents born in Word / Remain in Word
Example – Replacing a .Net App
•LiveTiles / NintexForms
•Task Oriented
Complete EOI Form
•Excel REST
•Always up to date
•Excel from doclib
Obtain Vaccine Cost Calculations
•dox42
•Merge with various Sources
•Word from doclib
Create Contract Document
•Nintex Workflow
•Review and Approval WF
Route to Country Owners
Collecting Metrics – throughout the process
Secu
rity
& A
cce
ss
Example – Replacing a .Net AppBeforeCalculations• Created in Excel• But reprogrammed twice
Outputs (Contracts)• Created and maintained in Word• But recreated in Reporting Services• Huge performance problems
Business Rules / Workflow• All over the place (Interface, App, BD)• Hard to maintain / Coded• Execution per code
AfterCalculations• Created and maintained in Excel• Remain in Excel (Excel REST)
Outputs (Contracts)• Created and maintained in Word• Remain in Word (dox42)• Incredible performance
Business Rules / Workflow• Nintex Forms / Workflow• Visible, Maintainable / Versioned• Execution engine (data points at every step)
What is LiveTiles ?
LiveTiles is User Experience• Modern user experience demands faster, more intuitive, convenient and personalized
interactions. • Delivers user-centric information within 1-2 touches or clicks, including tasks and
schedules, meetings and popular documents
LiveTiles is Design• Supports modern UI design, mobile site creation and out-of-the-box integration with
external platforms.• Wizard-based interface is simple for non-technical users to navigate, and tiles, apps or
additional functionality can be added or removed at the touch or click of a button
LiveTiles is Mobile• Mobile site views can be quickly created using a simple ‘drag and drop’ method. Tiles
and apps can be dragged to an interface and saved as a mobile device channel• Phase 2 roll out in 2014 is an in-built Device Bar; build interfaces using device
specifications from all the major brands on the market
- 19 -
What is dox42 ?Create • Templates in Word, right from SharePoint• Dox42 Ribbon
Merge• Automate Document Generation using Nintex• Drive Server from any Workflow
Output• Outputs results directly into SharePoint• In one or more of many output formats
THE HOW ?SharePoint as a Business Platform
Approach towards a great app
• Get the Big Picture (Why)
• Then the What, then the How
• It will change, design with evolution in mind
• Adoption & Least Resistance : UX
• Respects each other’s backgrounds (Business vs IT)
Capabilities, then Processes
1. Business Capabilities are stable
2. While Processes Change
3. Start with What (Business) and then How (Implementation)
Disaggregation of the value chain
Corporate Credit
Building Credit
Consumer Credit
PaymentEntry inLand
Register
PaymentCollateralsRegistration
CheckContract
GetSignature
Final Vote& Decision
CollateralsEvaluation
ProductConfig-uration
FirstVote
RatingDataEntry
CollateralsAcquisition
ProductSelection
CheckContract
GetSignature
Final Vote& Decision
CollateralsEvaluation
ProductConfig-uration
FirstVote
ScoringDataEntry
CollateralsAcquisition
ProductSelection
PaymentCheck
ContractGet
SignatureDecisionVoteScoring
ProductSelection
DataEntry
ProductConfiguration
ProductSelection
CollateralsRegistration
CollateralsEvaluation
Scoring RatingProduct
Configuration
ProductSelection
Entry inLand Register
CollateralsEvaluation
Scoring
CollateralsAcquisition
GetSignature
Vote
PaymentDataEntry
CheckContract
Decision
Identifying Capabilities
Anatomy of a Capability
Start
People
Procedures
Technology
Encapsulating a Capability
Business own the WHATSharePoint Consultant owns the HOW
SharePoint is a strange BeastJust because it’s possible…
… does not mean it’s a good idea !
Advice :
Know your SharePoint (consultant)
Your SharePoint Consultants
Should care about :• Why and What we are building
• User Experience
• Reuse
• Maintenance
• Metrics
• Simple is Hard
SharePoint ConsultantsBad OnesConsider SharePoint as a Framework• 1st option is to develop• Know the API, but not the Configuration
Do not see the forest for the trees• Fail to see the big picture• Focus on the How, not the What
Have a hard time speaking clearly• Sounds like Klingon• Do not care about UX
Good OnesSee SharePoint as a Platform• Know the Features (all of them)• Understand why there are many possibilities for a
given goal
Put themselves in the users shoes• Focus on the outcome• Will challenge to understand the what
Should be easy to understand• Talk Business• Make suggestions for Improvement• Understand User Experience
One Last Quote…
DEMOSharePoint as a Business Platform
Jean-François Saint-PierreManaging Partner – Business Development