Business Process Automation
Business Process Automation involves the conversion of manual, paper-based processes to an electronic system that removes most of their inherent lag times, variability, and human errors. Most people already understand the benefits of automation, but they may not know what types of processes
can be automated – or how to automate them.
When our clients ask us for solutions we deliver in the simplest way possible. We use out-of-the-box features if possible, and architect solutions in the simplest way, for the sake of better value for clients, better maintainability of the system, and because it's the logical thing to do.
Imagine... orders that are entered over the web that flow directly into your order management application for routing and approval, proposals that convert to projects with all template data pre-populated and security setup, knowledge bases populated directly from resolutions posted in your service management solution, or position requisitions that are automatically updated when a candidate responds.
These are all examples of business automation using forms and workflows. We incorporate your business rules to route the right work, with the right information, to the right people, at the right time to allow better, more informed business decisions.
By integrating business data from back-end systems into the process, we allow real-time information to be surfaced in forms, portals, and documents and rendered on any device allowing for real-time business decisions. And we manage the automation with a user-friendly, personalized task list that shows a user all of their outstanding work, with links to perform the task. And all tasks can be sent via multiple sources such as email and instant message to ensure the work is received. And overdue tasks can be escalated via reminder emails or potentially re-routed to someone who can perform the work.
InfoPath is the Microsoft Office application many people have never heard of. It’s the most powerful tool in the world for designing XML-based electronic forms with input controls, business rules, and data connections to SharePoint and Web services.Microsoft InfoPath actually includes two separate applications: InfoPath Designer is for creating form templates, and InfoPath Filler is for filling out and submitting forms on Windows computers.
What is InfoPath used for?InfoPath is used for creating forms to be filled out electronically on a PC. These can be very simple forms that submit by email, or they can be highly complex forms with multiple data connections for querying and submitting data in real time. Like in other Office programs such as Excel, it’s easy to create something simple and much harder to create something complex.
Are InfoPath forms in a proprietary format? What is an XSN file?Unlike other Office file formats, InfoPath files are entirely non-proprietary. Form templates are saved as .xsn files, which are really just like zipped folders (you can rename to .cab and open the file with free utilities). Inside you find regular XML and XSL files along with assorted image and resource files, all using open standards.
Can InfoPath forms run in a browser?Yes, if your SharePoint has InfoPath Forms Services enabled. Not all features are available in browser-enabled forms, however, and they don’t work offline.
Using InfoPath forms in a browser can be a suitable solution for office workers with PCs that don’t have InfoPath Filler installed. In fact, some of our customers do use browser-based forms in the office and in the field. For mobile workers using iPads and other devices, the browser solution is less than ideal but we have
Didn’t Microsoft kill InfoPath?Not exactly. Microsoft announced that InfoPath 2013 will be the final version of the product, but also that it will be supported until 2023. Long before
that we will provide our customers with alternative form design methods that do not require InfoPath, though we will continue to support InfoPath for the long run.
Claims based authentication means building a BI solution or data mart is now possible without multi-hop authentication issues.With PowerPivot you add:
Capabilities are very powerful with decomposition trees and performance maps.
Our custom application leverages SharePoint for automated file conversions to PDF and archival.
In today's business environment, it no longer makes sense to spend valuable time and money building software products from the ground up. That's why we use SharePoint as a platform - it's web-based, natively supports business automation and workflow, enterprise search, and a sophisticated security model that satisfies even the most complex requirements.
SharePoint is a
one stop shop for your end users by presenting and interfacing all line of business application data.
A business currently has a home-grown system that they use. The interface has gotten outdated, but the information interfaced is still valuable to the organization and its employees. All the data is stored in databases (either SQL, Oracle, DB2 etc.). The question now is whether to build another home-grown system from scratch?
Use SharePoint as the main presentation layer that interfaces data from various sources in the organization. Office workers don't have to remember which application to use for which purpose. SharePoint is a
one stop shop for your end users by presenting and interfacing all line of business application data (such as SAP, Siebel, custom databases).
What Can Connect?
How to Connect?
Connect to external data —in both read and write modes! Create Revise, Update, Delete records. (Or choose just view).
The ability to synchronize these libraries and lists can help you become more efficient, especially if you work offline or don’t have convenient access to your SharePoint sites all the time
Connect to external data — in both read and write mode!
SharePoint continues to be a challenge for many organizations. We can provide expertise and we'll invest in understanding your business goals and align them to a strategic roadmap that ensures continuous innovation. Instead of one-off projects and a constant struggle for new funding, a product management model sets the expectation that your intranet will keep improving over time.
As SharePoint partners we provide SharePoint managed services so that we can keep providing expertise on all things SharePoint when you need it.
SharePoint Managed Services