intelligent site request automation
DESCRIPTION
Intelligent Site Request Automation. Michael Blumenthal Magenic Technologies [email protected]. Who is Michael Blumenthal?. Sr. Consultant @ Magenic (MSFT Gold Partner) 16+ years in IT Consulting 9 years working with SharePoint MCITP: SharePoint 2010; MCTS: WSS Dev - PowerPoint PPT PresentationTRANSCRIPT
Intelligent Site Request AutomationMichael BlumenthalMagenic [email protected]
Who is Michael Blumenthal?
» Sr. Consultant @ Magenic (MSFT Gold Partner)
» 16+ years in IT Consulting
» 9 years working with SharePoint
» MCITP: SharePoint 2010; MCTS: WSS Dev» MCTS: MOSS Config & MCTS: WSS Config» MCAD, MCSE, MCDBA, CAPM, INETA Champ
You have a very high demand for new SharePoint sites.
New teams and projects starting daily!
Conflict
Self-Service vs. Governance
Not Good Enough!
You want a process that empowers the users while providing control.
Governance
How do you build it?
Business Requirements
Technical Requirements
Example Solution
Identify your Business Requirements.
People Data Flow
Business + Technical + Example
There are three major roles.
Requestor
Approvers
Owners
Business + Technical + Example People + Data + Flow
Identify Requestor Requirements.
Are there other restrictions on any aspect of a requestors request?
Can someone request a site for another person?
Can anyone request a site?
Business + Technical + Example People + Data + Flow Requestor Approver Owner
Identify the approvers.
Conditional based on request?
Escalation path and timeframe?
How many approvals?
Business + Technical + Example People + Data + Flow Requestor Approver Owner
Identify the site owners.
Succession Plan
Permission and access management
Will need training
At Least Two
Business + Technical + Example People + Data + Flow Requestor Approver Owner
What site metadata do you need?
Template
Location
Purpose / Description
Sensitivity
Criticality
Permissions
Storage
Language
End Date
Reporting
Business + Technical + Example People + Data + Flow
What’s the flow?
Decisions per Step
Who’s Next?
People vs. Roles
Draw it out
Business + Technical + Example People + Data + Flow
How many Decisions per Step?
• Approve• Reject2
• Approve or Reject
• Reroute3+
Business + Technical + Example People + Data + Flow Decisions Next Roles Draw
Who’s Next?
On Approval
On Rejection
Derivable
Specified
Business + Technical + Example People + Data + Flow Decisions Next Roles Draw
People vs. Roles
Any Role Member
Vs.
Specific Role Member
Business + Technical + Example People + Data + Flow Decisions Next Roles Draw
Draw it out
Business + Technical + Example People + Data + Flow Decisions Next Roles Draw
Identify your Technical Requirements.
Tooling
User Experience
Business + Technical + Example
Tradeoffs: Cost vs Built In Tools
SP2010
SPF 2010
Business + Technical + Example Tools + UXEditionTradeoffs, Choices
Picking your workflow tools.
Toolkit
OOTB
SPD
VS2010
Custom
InfoPath
ASPX Pages
RIA
ISV
Nintex
K2
Others
Business + Technical + Example Tools + UX Edition Tradeoffs, Choices
Understand the User Experience
Finding the StartTracking in My
Sites?Workflow Tasks
Alerts
Buy or Build
Business + Technical + Example Tools + UX
Workflow isn’t just in a web browser.
Business + Technical + Example Licensing + UX WF Alerts Bv.B
Using Alerts has implications.
Business + Technical + Example Licensing + UX WF Alerts Bv.B
Buy, Build, or mix?
Business + Technical + Example Licensing + UX WF Alerts Bv.B
Put it all together!
Real World Requirements
Real Example
Business + Technical + Example
One of my clients needed a Site Provisioning Solution.
People Data Flow
Business + Technical + Example Reqs + Screens + Inside
People
Any Employee Can Request a Site
Intranet – Director Approval
Extranet – VP Approval
2 Owners
Business + Technical + Example Reqs + Screens + Inside People + Data + Flow
Data
Provision Intranet, Extranet, Internet Store all
Requests in Site Directory
Accept an AUP
Business + Technical + Example Reqs + Screens + Inside People + Data + Flow
Flow
Create site or site collection
If Extranet, VP Approval
If Sensitive Data, Legal Approval
Approving Director
Business + Technical + Example Reqs + Screens + Inside People + Data + Flow
1 of 6Business + Technical + Example Reqs + Screens + Inside . . . . . .
2 of 6
Business + Technical + Example Reqs + Screens + Inside . . . . . .
3 of 6Business + Technical + Example Reqs + Screens + Inside . . . . . .
4 of 6Business + Technical + Example Reqs + Screens + Inside . . . . . .
5 of 6 (top) Business + Technical + Example Reqs + Screens + Inside . . . . . .
5 of 6 (bottom) Business + Technical + Example Reqs + Screens + Inside . . . . . .
6 of 6Business + Technical + Example Reqs + Screens + Inside . . . . . .
Conflict
Self-Service vs. Governance
You want a process that empowers the users while providing control.
Governance
Business Requirements
Technical Requirements
Example Solution
Resources
» BlumenthalIT.Net, [email protected], @MichaelBL» Magenic.com» CSPUG.ORG, SharePointSaturday.Org/Chicago» Msdn.microsoft.com» Blogs.msdn.com» SharePointReviews.com» K2.com, Nintex.com
Gold• Application
Integration• Data Platform• Digital
Marketing• Portals and
Collaboration• Software
Development• Web
Development
Silver• Application
Lifecycle Management
• Business Intelligence
• Content Management
• Mobility• Search
SDPS Program Member
Enterprise SP Development
Experts
Numerous Microsoft Competencies, including:
PS: We’re hiring!