Workflow MS User Group 16 May 2006

Captaris Workflow:  Captaris Workflow Microsoft SharePoint User Group 16 May 2006 Agenda:  Agenda Intro to Captaris What is Workflow? Build vs. Buy – Assessing a Workflow Tool Demonstration Coming Soon… Workflow 6.0 New Horizons – Workflow 7.x Captaris Product Offering:  Captaris Workflow Alchemy Document Centric, .NET Workflow Tool Automates & Streamlines Business Processes Records Management and Data Archiving Compliance-based solution RightFax World-wide Market Leader in Enterprise Fax & e- Doc Delivery Deep Integrations with Leading Enterprise Software Solutions Captaris Product Offering Captaris Workflow:  Captaris Workflow Workflow Definition:  Workflow Definition Business has repeatable daily business functions: purchase order approvals expense claim submissions sales orders Documenting the flow of these functions Progression business rules assignment Why Workflow? Common Scenarios:  Why Workflow? Common Scenarios Process improvement (pain points / bottle necks) Approval process – repetitive or duplicate efforts Compliance (ISO, SOX) Decision Transparency Employee, Customer and Supplier tie-in Knowledge transfer (retention) Assessing A Workflow Tool:  Assessing A Workflow Tool Build vs. Buy Assessing a Workflow Tool – The Must-Have Checklist for Successful Workflow Implementation:  Assessing a Workflow Tool – The Must-Have Checklist for Successful Workflow Implementation The workflow tool must Provide BOTH SIDES of the Workflow Equation The tool must Enable the END USER in all FOUR functional areas The workflow tool must have INTEGRATION FLEXIBILTY The tool and the vendor must clearly define the SCALABILITY + FLEXIBILITY Model #1 - Good Workflow Tools Are Two Sided :  #1 - Good Workflow Tools Are Two Sided #2 - Acknowledge the End User:  #2 - Acknowledge the End User USER Flexibility Knowledge Workers Interface Flexibility | Participation in Design Process Designers IDE | Wizards | Components | Open Platform | Model-Run Administrators TCO Reduction | AD Synch | Standards | Visual Mapping Business Managers BAM | Escalation | Process ROI Management #3 - Integration Capability:  #3 - Integration Capability Accessibility Integration Components XML Open Platform ‘A workflow tool that cannot easily integrate, with flexibility, into enterprise architecture and applications will not provide long-term competitive benefits to an organization…’ WFMC #4 - Scalability and Flexibility Model:  #4 - Scalability and Flexibility Model Users Processes Servers Infrastructure Architecture Pricing i.e. Captaris Workflow Components:  i.e. Captaris Workflow Components SharePoint Office InfoPath CMS MBS BizTalk Captaris Workflow Captaris Workflow Wizards Workflow IDE Visual Studio VB.NET Developers Information Workers Administrators Business Managers RightFax Exchange Webforms Information Workers WebService XML DEMO:  DEMO Captaris Workflow 6.0:  Captaris Workflow 6.0 Coming soon… Captaris Workflow 6.0:  Captaris Workflow 6.0 New Technology & New Workspace for Developers Microsoft Visual Studio 2005 Development Canvas Adoption of Microsoft Technology (.NET 2.0, SQL 2005, Visual Studio 2005) Provide developers with very robust environment IDE (Business Analyst Development Canvas):  IDE (Business Analyst Development Canvas) Drag & Drop Low Code solutions Leverages Custom Actions REVISON REQUIRED Visual Studio 2005 (Development Canvas):  Visual Studio 2005 (Development Canvas) Drag and Drop Workflow Code in VB or C# Access Custom Actions Template to Build Custom Actions Debug, break points, code edit Reference databases, Web Services, other applications Workflow Simulation 2.0:  Workflow Simulation 2.0 New Units concept Expand to include sub processes Track Revenue ROI Analysis Compare Sessions Captaris Workflow 7.x:  Captaris Workflow 7.x Looking forward to new horizons Slide22:  Captaris Workflow 6.0 Captaris Workflow 7.0 Build custom activities layer on top of Windows Workflow that parallels Captaris workflow objects such as task, event, web form. Implement Persistence and Tracking services that redirect workflow activity to our current database. Build extended windows workflow sdk around windows workflow Captaris Workflow 7.x (2006 - 2008) Thank You[email protected]:  Thank You [email protected]