11:28 AM
Connect Directly
Repost This

Microsoft SharePoint 2010 Workflow User's Guide

Office 2010 can act as the front-end to a full-featured enterprise content management solution using the metadata and workflow capabilities of SharePoint 2010.

Microsoft Office 2010 In Pictures
(click image to view gallery)
Microsoft Office 2010 In Pictures
Several approval workflows have been built into SharePoint 2010 as pre-installed defaults:

-- Approval, for routing documents to a group of people. Approvals can be requested either in serial or in parallel, with the option to "stage" approvals. For example, approvals #1, #2, and #3 may be required in any order before seeking approval #4, and only then approval #5;

-- Collect Feedback, which works similarly to the Approval workflow, but instead requests comments from any number of people;

-- Collect Signatures, for gathering digital signatures from within Office 2010 documents;

-- Publishing, for documents headed to the web;

-- Three-State, primarily for issue tracking (e.g. "Active," "Ready for Review," "Complete") but reusable for similar applications;

-- Disposition Approval, for bulk deletion of expired or out-of-date content.

In addition to the built-in workflows, developers can create custom workflows either using a point-and-click interface in SharePoint Designer 2010, or a more traditional coding environment in Visual Studio 2010 Workflow Designer.

Evaluating SharePoint

Some advice for SMBs considering SharePoint 2010:

Get help. While it does provide easily modifiable workflow templates and other out-of-the-box functionality, SharePoint won't optimize your business processes for you. The ECM capabilities within SharePoint 2010 are powerful tools to achieve business process automation, but they're still just tools. Successful deployment requires both detailed knowledge of the existing business processes within your organization and a sophisticated level of understanding of what it would take to improve those processes. Reaching this understanding is, in itself, a major challenge for many SMBs. If the task of architecting an ECM and workflow solution using Office 2010 and SharePoint 2010 seems outside of the core competencies of your IT organization, hire someone to help. Also, invest in training so that your internal IT people can maintain and customize a SharePoint environment once it's in production.

4 of 5
Comment  | 
Print  | 
More Insights
InformationWeek Elite 100
InformationWeek Elite 100
Our data shows these innovators using digital technology in two key areas: providing better products and cutting costs. Almost half of them expect to introduce a new IT-led product this year, and 46% are using technology to make business processes more efficient.
Register for InformationWeek Newsletters
White Papers
Current Issue
InformationWeek Elite 100 - 2014
Our InformationWeek Elite 100 issue -- our 26th ranking of technology innovators -- shines a spotlight on businesses that are succeeding because of their digital strategies. We take a close at look at the top five companies in this year's ranking and the eight winners of our Business Innovation awards, and offer 20 great ideas that you can use in your company. We also provide a ranked list of our Elite 100 innovators.
Twitter Feed
Audio Interviews
Archived Audio Interviews
GE is a leader in combining connected devices and advanced analytics in pursuit of practical goals like less downtime, lower operating costs, and higher throughput. At GIO Power & Water, CIO Jim Fowler is part of the team exploring how to apply these techniques to some of the world's essential infrastructure, from power plants to water treatment systems. Join us, and bring your questions, as we talk about what's ahead.