Integrating & Extending Integrating & Extending SharePointSharePointusing Teamplate Workflowusing Teamplate Workflow

Mark KornakMark KornakProduct ManagerProduct Manager

Orion ButtigiegLead Developer

AgendaAgenda About Why is Workflow Important Where is Workflow Applied Integrating Workflow with SPS v 2.0 / WSS Using Teamplate.NET to Integrate & Extend

Workflow Solutions

About TeamplateAbout TeamplateThe Platform for Rapid Business Process Automation in Microsoft Environments First to Market with a fully .NET Workflow Platform Teamplate Inc. was recognized as Microsoft’s Global New

Solution Developer of the Year (2002). Tight Integration with Microsoft Systems

SharePoint Portal Server, Content Management Server, BizTalk, Visio, Exchange, Office, InfoPath and Microsoft Business Solutions

Rapid Customer & Partner Adoption Programs International Presence

Why is Workflow ImportantWhy is Workflow Important

Business ProcessesBusiness Processes

Department • Expense Claims• Vacation Request• Monthly Report• News Release• Hiring Request (Web)• Interview Process• Hiring/Intake Process• “On-Exit” Process• Helpdesk Process• Financial Planning• Proposal/Sales Process• Contract Approval• Localization / Globalization

Corporate • Content Management/Approval• Order Fulfillment• Inventory Management• Logistics• Wills / Estates / Incorporations• Quotation & Contract Costing• Exploration & Appraisal• Check Request Approval• Real Estate Buy/Sell• Collections• Internal Audit• Purchase Orders• Pharmaceutical Trial

Enterprise • Quality Management• Resource Planning• Procurement & subcontracts• Initial Public Offering• Enrollment & Administration• ISO 9000/9001 Control• Safety & Regulation Control• Cataloging & Distribution• Product Engineering • Claims Processing• Facilities Management• Bill Consolidation & Control• Succession Planning

Inter - Enterprise • Press Release • Drug Discovery• Treasury / Cash Management• Supply Chain Management• Customer Acquisition• Mergers and Acquisition• Trade Show Process• Airline Operation Maintenance• Contract Risk Mitigation• Harmonized Tariff Scheduling• Federal Audit Control• Cataloging & Distribution• Advertising Collection & Control

Why is Workflow ImportantWhy is Workflow Important Workflow Automates Business Processes

Self-service Portal Applications Enterprise LOB Applications Simple or Complex Business Processes

Automated Processes Create Business Value Streamline Procedures

Reduce Redundant Data Entry Enforce Decision Making

Introduce Accountability (Who, What and When)

Use Scenario Use Scenario Create Press Release

T.Net UI & Win forms T.Net Doc Assbly

Document Edits Branding (SPS) Positioning (SPS)

To PR Agency XML (BizTalk)

From PR Agency XML (BizTalk)

Publish & Post Publish (SPS) Review & Post to

Website (CMS)

Teamplate Workflow Teamplate Workflow

Demonstration & Video Demonstration & Video

TeamPlate SPS IntegrationTeamPlate SPS Integration SharePoint Provides an Excellent Document Management

Repository Exposing Document and Folder Events in their SPS API

Teamplate Workflow Embraces & Extends SharePoint Simple to Use - Information Workers get it! Workflow Development Tools

Create & Deploy Solutions in minutes with Teamplate Wizards Using the full Teamplate IDE create robust BPM Solutions

Maintainable – Easily Adaptable as your Business Processes Change

Extendible – Integrate with LOB Systems (MS Office, ERP, CRM, Legacy)

Teamplate Workflow for Teamplate Workflow for SharePointSharePoint Installs within the Context of SharePoint Portal Server. Comes with Core Workflow “Web Parts” for SPS. Generates Web Forms Utilizing the .NET Framework. Integrates with SharePoint single sign on. Provides a complete workflow environment within SPS / WSS.

Workflow Creation (Wizard Driven) Workflow Task Management Workflow Administration

Core Workflow features available within the Wizard. Serial & Parallel Task Processing Multi-Approvals & Re-Works Business Rules & Conditional Workflow

Based on Based on Teamplate for .NETTeamplate for .NET

No MigrationNo MigrationRequiredRequired

Teamplate Workflow for Teamplate Workflow for SharePointSharePoint

DemonstrationDemonstration

Orion Buttigieg

Lead Developer

Teamplate Teamplate Scalable ArchitectureScalable Architecture Developed using Microsoft .NETDeveloped using Microsoft .NET

C#, XML, Web ServicesC#, XML, Web Services

Presentation TierPresentation Tier Windows, Web, Wireless, etc…Windows, Web, Wireless, etc…

Business TierBusiness Tier Teamplate API is Open & Teamplate API is Open &

DocumentedDocumented Consumes / Exposes Web ServicesConsumes / Exposes Web Services

Data TierData Tier Based on ADO.NETBased on ADO.NET

Teamplate Workflow Teamplate Workflow ProductsProducts Teamplate for .NET - Released

Robust Workflow and BPM Platform (Microsoft .Net, XML Web Services)

Teamplate Workflow for CMS – Released Based on Teamplate for .NET

Teamplate Workflow for SharePoint Based on Teamplate for .NET

Teamplate Workflow for Office / Exchange Based on Teamplate for .NET

New!New!

New!New!

Teamplate for .NETTeamplate for .NETPowerful IDE for Rapid Development

Graphical Drag-n-Drop toolset similar to Visual Studio.NET Tasks, Links, Reworks, Labels, System Tasks

Drag-n-Drop Visio Diagrams User rules: Events, Nesting, Skipping, Out-of-Office Deploy Windows or Web Forms solutions XML Binding & Document Assembly Web Service Wizards Ability to integrate with ERP & LOB Apps

CRM Systems Portals & Doc Mgmt Systems Desktop Productivity Tools Other EAI Tools

Visual Studio IntegrationVisual Studio Integration

Teamplate exposes its API as a .NET component.Teamplate exposes its API as a .NET component. Web forms generated in Teamplate IDE can be Web forms generated in Teamplate IDE can be

enhanced using Visual Studio.NET.enhanced using Visual Studio.NET. Teamplate components can be integrated into Visual Teamplate components can be integrated into Visual

Studio projects.Studio projects.

SummarySummary Teamplate Workflow For SharePoint

Easy: Design & Deploy in Minutes Maintainable: Change with the Business Scalable: Enterprise Ready Extendable: Teamplate for .NET ready

Delivers Business Value Delivers measurable ROI Delivers lower TCO

Next StepsNext Steps

Visit Us Online: www.teamplate.com EAP – Now Open Contact us at: solutions@teamplate.com