Building solutions with Improving solution governance on SharePoint 2010 Rico Ho Chief Dreaming Officer

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  • Building solutions with Improving solution governance on SharePoint 2010 Rico Ho Chief Dreaming Officer www.webparts360.com
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  • Aims and Agenda Aims Understand the importance of solution governance for SharePoint Demonstrate a governance model in action Agenda Quick Introduction The SharePoint solution governance model Solution governance checklist How to use the model to build solutions easily
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  • Confessions of a repentant programmer I will document my system It will be easily understandable It will survive a platform upgrade I will promptly fulfill my users request I will make changes promptly I will keep versions of each change I will empower you to change it yourself ! (and you do not need to learn programming)
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  • What is ? Microsofts fastest growing product Collaboration infrastructure Seamless integration to network/infra Powerful document repository Tight integration to Microsoft Office Software that you most probably own !
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  • What uses of ? Document collaboration - search Communication departmental portal Workflow Approvals BPM Applications platform mash up Projects collaboration Automate processes Consolidate and analyze data Single view of information
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  • Why use ? Empower users Reduce system clutter Centralize activities Reduce system costs Improve governance
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  • Where are you in ? Still Considering Planning to upgrade Document collaboration Automating documents approval Implementing KM/corporate search Consolidating LOB data Automating business processes
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  • Your journey so far Out of the box SharePoint Designer Visual Studio Third-party tools Engaged consultants None, still waiting for next release !
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  • Who did we asked?
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  • Are these important to you? Justify your investment $$$ in SharePoint Drive user adoption and acceptance Surface your business data Deliver more solutions, quickly Improve your SP developers productivity Empower your business users to DIY Gain better control over your SP platform
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  • The challenge with ? Difficult to build solutions Extensive coding required Scattered everywhere Systems resets required No direct connection to SQL Upgrade challenges
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  • In the beginning Document Libraries Custom Lists Workflow Webpart Forms Webpart Event Handler LOB Data Connectors SharePoint Designer InfoPath
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  • Deployment process Solution artifacts Precise sequence Supporting runtime Data & databases
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  • Support considerations Different skills/tools System documentation Solution versioning
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  • Enterprise Solutions Governance E-Leave
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  • Enterprise Solutions Governance E-Leave E-Expense
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  • Enterprise Solutions Governance E-Leave E-Expense E-TravelE-Training
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  • E-Leave E-Expense E-TravelE-Training Employee Self Service Enterprise Solutions Governance
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  • Projects Contracts ProcurementBudgeting Employee Self ServiceOperations Enterprise Solutions Governance
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  • Employee Self ServiceOperations Sales & Support Human Resources Enterprise Solutions Governance
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  • Employee Self Service Operations Sales & Support Human Resources Platform Governance Intranet
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  • Managing solutions across a SP farm Self-provision application store Solution patching across servers Employee Self Service Operations Sales & Support Human Resources Platform Governance Intranet Customer Projects Supply Chain Recruitment Extranet www Media relations Internet
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  • Discussion: How do you handle this today? Is it important to you? Does it makes business sense? What are your standards? How do you empower your users? How do you control & support it? How do you manage changes?
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  • Solution Compliance Check List Reusable configurable web parts Empower users No coding No system resets Version control Self documenting Instant access to back-end Solution Package
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  • Our vision SharePoint Designer InfoPath
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  • What does do? Helps you to build solutions Simplify development process Add more functionalities into SP Standardize solution building process Package and deploy solutions
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  • Components Enterprise BPM Framework SharePoint Data SQL Databases SQL Azure Data Connectivity Framework Business Process Designer Entity Relationship Data Model Forms Data Forms Workflow with validation Action & Timer Jobs Reports Data grids with Actions Charts /Gauges/Gantt Advanced Layout & J/Query Security Role based permission Contextual Menus Targeted Webparts Solution Governance
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  • Strategic Advantages Easy to use Fast to Build Improved Features Self documenting Reusable web parts Easy to deploy Easy to manage You can use it You can change it Build better apps Easy to understand Reliable Less downtime Costs less
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  • Solution Governance Complete Solution Framework Solution Package Solution Gallery Farm Management Usage tracking Solution Patching
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  • Demo: Building your first applications with Webparts360 Project Expense Tracking Solution This solution helps you to track all the projects and its associated expenses including: Project portfolio Project workspace Expense submission/approval Reporting Security control
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  • Project Portfolio Dashboard View all projects schedule
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  • Project Workspace Project details with expenses requests
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  • Project Expenses Requests Project team members can submit project expense items for PM approval.
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  • Expense Approval Form Project manager can approve or reject request.
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  • Workflow Audit Trail At any point, the user can click the workflow details to see the workflow process status.
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  • Consolidated Approval Dashboard Project managers expense approval dashboard.
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  • Bar Chart: Expenses by Project Actual vs. budgeted expenses report with drill-through
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  • Application Security Control who has access to what options.
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  • Solution Governance Checklist System must be documented Processes must be audit ready Know where everything is Able to change and extend system
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  • SharePoint solution built in minutes? 30