WHAT TO DO WITH SHAREPOINT AND FLOWS IN OFFICE 365...+ In the dark ages of computing (2001), SharePoint was introduced to tie apps together and store files + Later Microsoft layered

Wednesday, April 24, 2019 Slide 1RPI Consultants | Learn more at www.rpic.com.

Presenters: Thursday, May 7, 2020

WHAT TO DO WITH SHAREPOINT AND FLOWS IN OFFICE 365

Many organizations are migrating to Microsoft’s Office 365 to take advantage of new features, tools, and support. SharePoint comes bundled with Office 365, giving organizations access for the first time. Here’s what

you should consider doing with SharePoint now that you have it.

John Marney


UPCOMING WEBINARS & OFFICE HOURS

+ Migrating to Kofax TotalAgility from Capture and/or Transformation- Wednesday, June 3rd at 11:00am CT

+ Upgrade to Kofax Process Director 7.8- Wednesday, June 3rd at 1:00pm CT

Webinars Office Hours + Digital Signature Solutions

- Friday, May 15th at 1:00pm CT

+ System & Database Integrations with Kofax RPA - Friday, May 29th at 1:00pm CT


VIRTUAL USER EXCHANGE (VUE)

+ RPI Consultants Virtual User Exchange - May 21st, 10:00am – 5:00pm CT - General and Educational Sessions - Virtual ”Booths” with Product Experts - Professional Networking with RPI and Industry Peers

+ Registration Coming Soon!- Learn More and Sign up for Notifications at www.rpic.com/vue

http://www.rpic.com/vue


MEET YOUR PRESENTER

John MarneyManager, Solution Delivery

+ Manager of Content and Process Automation practice at RPI

+ Software automation architect of 10 years

+ AP automation guru


AGENDA

+ About Office 365 & Why It’s Important

+ History, Present, & Future of SharePoint

+ SharePoint Online Features, Functionality, & Integration

+ Road-mapping SharePoint for your Organization

+ Summary & Questions


DISCLAIMERS & FINE PRINT

+ The information in this webinar is accurate to the best of our knowledge and as of the date of this webinar.

+ Technology and software, especially SaaS technology, is constantly changing and may even be updated daily with new features or technical requirements.

+ All recommendations are generalized. For the most relevant recommendations based on your systems and architecture, contact us at [email protected].

http://rpic.com


ABOUT OFFICE 365 & WHY IT’S IMPORTANT

Office 365 is a bundled subscription of Microsoft Office products that gives subscribers immediate access to the most up-to-date tools, functionality, and features.


ABOUT MICROSOFT OFFICE 365

+ Access Most Up-to-Date Versions of Products & Services - MS Office Apps*: Outlook, Word, Excel, PowerPoint, Publisher, etc.- Services*: Exchange, OneDrive, Teams, SharePoint, etc.

§ * Based on Microsoft 365 Business Standard ($12.50/mo)

+ Monthly Subscription Model, Charged per User - As opposed to one-time purchase of single product / service version

+ Automatic Updates- Microsoft Updater - Enforces IT Versioning Policies


OFFICE 365 ECOSYSTEM


OFFICE 365 SERVICES

TeamsSharePoint Flow/Power Automate/Logic Apps


PAST, PRESENT, & FUTURE OF SHAREPOINT

SharePoint has a long history dating back as far as 2001, then known as SharePoint Portal. Over the next 20 years, it has gone through identity crises that resulted in new features, functionality, and improvements. Today it is a powerful web-based collaboration platform for enterprise content and data.


SHAREPOINT TIMELINE

+ In the dark ages of computing (2001), SharePoint was introduced to tie apps together and store files

+ Later Microsoft layered in active pages (intranet), search and indexing, business intelligence, forms, etc.

A Long Time Ago: SharePoint releases as Office Server Some Things Happened

Today, The Future:SharePoint Online in O365


CURRENT SHAREPOINT VERSIONS

+ SharePoint 2016 Server and Enterprise

+ SharePoint 2019 Server and Enterprise

+ SharePoint Online Plan 1 and Plan 2


SHAREPOINT ONLINE

+ Plan 2 Included with many Office 365 subscriptions

+ Modern pages

+ Easy to set up, easy to use

+ Native Teams Integration

+ Mobile Responsive

+ Enterprise Search

+ App Integration


SHAREPOINT ONLINE FEATURES, FUNCTIONALITY, & INTEGRATION

SharePoint Online is now available for the first time to many organizations as part of the Office 365 bundle. SharePoint Online has several features and functionality that can be deployed to support or even replace some existing systems and applications.


INTRANET & SOCIAL NETWORKING

+ SharePoint as Intranet

+ Create Org Hierarchy- Company -> Department ->

Role

+ Communication and Resources for Users

+ User Sharing


ENTERPRISE CONTENT MANAGEMENT

+ One or more document libraries

+ Version Control

+ Define Metadata at Org or Site level

+ Direct Office Integration – Easy Storage

+ Straightforward Security via Active Directory

+ Access from Teams or OneDrive


DIGITAL WORKFLOWS & PROCESSES

+ Forms available via Form Library or Power Apps

+ Workflow facilitated by Flow or Power Automate

+ Familiar Office Interface

+ Approvals, signatures

+ History maintained

+ Edit metadata


DIGITAL WORKFLOWS & PROCESSES

+ Forms available via Form Library or Power Apps

+ Workflow facilitated by Flow or Power Automate

+ Familiar Office Interface

+ Approvals, signatures

+ History maintained

+ Edit metadata


TEAM & PROJECT COLLABORATION

+ Microsoft Teams (!!!) - Collaboration platform on top of SharePoint- Teams = SharePoint Site

+ Full audio/video meetings, screenshares, etc.

+ Content Creation / Collaboration

+ Shared Documents, Flows, and Permissions

+ GIFs

+ Integrations


PERSONAL CLOUD

+ Files available in SharePoint and Teams

+ Can be synced to OneDrive for personal cloud storage

+ OneDrive does not require physical storage


CUSTOM APPLICATIONS & INTEGRATIONS

+ User Power Apps to build custom applications- Prebuilt templates for forms such as PTO request, employee feedback

+ Use library of apps for other integrations such as Adobe Sign

+ Leverage Flows/Power Automate for Robotic Process Automation and integrations


ONLINE = IN THE CLOUD

+ Business Continuity - Ensure access to content, data, and

workflow during disruption (i.e. COVID)

+ Scalability- No adding CPU or drive space

+ Interoperability- When a user is set up in Office 365, they

get everything they need

+ Leverage Azure- Expand other components into Azure for

Infrastructure or Platform as a Service


ROAD-MAPPING SHAREPOINT FOR YOUR ORGANIZATION

You can start using SharePoint on a limited or proof-of-concept basis, or you can plan a full scale implementation across the enterprise to change the way your business managed structured and unstructured content. Here are some considerations and recommendations.


EVALUATING CURRENT SYSTEMS

…already own Office 365 (or Sharepoint, or Teams)?…have departments with technology gaps?…want to evaluate alternatives to your current collaboration software, content management, or workflow system?…desperately want to leverage RPA or other automation?...lack IT governance?…find yourself exploring enterprise-grade solutions inside an operational budget?…want to reboot your strategy for digital transformation?

Do you…


STARTING SMALL

+ Ask Yourself, Do You…- … already own Office 365 (or Sharepoint, or Teams)?- … have departments with technology gaps?- … want to evaluate alternatives to your current collaboration software,

content management, or workflow system?- … desperately want to leverage RPA or other automation?- ... lack IT governance?- … find yourself exploring enterprise-grade solutions inside an operational

budget?- … want to reboot your strategy for digital transformation?


STARTING SMALL

+ Lower the barriers to entry

+ Start with RPA and integrations for existing products

+ Quality of life improvements

+ Leverage SharePoint to build department landing page

+ Only consider documents, content, forms - anything physical or secured – when ready


PLANNING LARGE SCALE CHANGE

+ Settle in with Azure Active Directory, Office apps, and any other “infrastructure”

+ Clean up existing products and solutions

+ Document existing flows and architectures

+ Evaluate whether a migration is necessary, or if existing apps can be embedded


PICKING A CONSULTING PARTNER

+ Understands Digital Transformation- Replace Tasks, Not People

+ Knows Business Concepts - Functional and process experts with SharePoint

knowledge

+ Practices What They Preach- Look for partners who have actual user experience

using the products they implement.


SUMMARY, QUESTIONS, & ADDITIONAL RESOURCES

Many organizations are migrating to Microsoft’s Office 365 to take advantage of new features, tools, and support. SharePoint comes bundled with Office 365, giving organizations access for the first time. Here’s what you should consider doing with SharePoint now that you have it.


SUMMARY

Thank you for attending #WebinarWednesday with RPI Consultants. This webinar has been recorded and will be available online shortly. If you have any further questions, please Contact Us at [email protected]. + About Office 365 & Why it’s Important

+ History, Present, & Future of SharePoint

+ SharePoint Online Features, Functionality, & Integration

+ Road-mapping SharePoint for your Organization

http://rpic.com


VIRTUAL USER EXCHANGE (VUE)

+ RPI Consultants Virtual User Exchange - May 21st, 10:00am – 5:00pm CT - General and Educational Sessions - Virtual ”Booths” with Product Experts - Professional Networking with RPI and Industry Peers

+ Registration Coming Soon!- Learn More and Sign up for Notifications at www.rpic.com/vue

http://www.rpic.com/vue


UPCOMING WEBINARS & OFFICE HOURS

+ Migrating to Kofax TotalAgility from Capture and/or Transformation- Wednesday, June 3rd at 11:00am CT

+ Upgrade to Kofax Process Director 7.8- Wednesday, June 3rd at 1:00pm CT

Webinars Office Hours + Digital Signature Solutions

- Friday, May 15th at 1:00pm CT

+ System & Database Integrations with Kofax RPA - Friday, May 29th at 1:00pm CT


ADDITIONAL RESOURCES

+ Upcoming & Previously Recorded Webinars- www.rpic.com/webinars

+ Product & Solution Knowledge-base- www.rpic.com/kb

+ Software Services & Solutions - www.rpic.com

http://www.rpic.com/webinars

http://www.rpic.com/kb

http://www.rpic.com/


ABOUT RPI CONSULTANTS

+ 100+ Full-time Consultants- Including Project Managers & Architects

+ Based in Baltimore, MD - Additional offices in Tampa, FL, and Kansas

City, MO

+ Technical & Professional Services - Technical Strategy & Architecture - New Installations, Upgrades, & Migrations - Process Analysis, System Design, Implementation - Managed Services & Staff Augmentation - Project & Change Management

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