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SharePoint and Infopath - Streamlining Business Processes John I Ford III Senior Web Developer 2

Agenda. About meAbout CTCOverview of the old processTechnology UsedProblems with the processOverview of the new processTechnology UsedAdvantages of the processProblems with the processLessons LearnedQuestions. About Me. Graduated 1994 with a BS in Applied Computer Science from California

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SharePoint and Infopath - Streamlining Business Processes John I Ford III Senior Web Developer 2

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    1. SharePoint and Infopath - Streamlining Business Processes John I Ford III Senior Web Developer 2/27/2008

    2. Agenda About me About CTC Overview of the old process Technology Used Problems with the process Overview of the new process Technology Used Advantages of the process Problems with the process Lessons Learned Questions

    3. About Me Graduated 1994 with a BS in Applied Computer Science from California University of PA Work Experience VAX/VMS Computer Operator – Commercial Retailer COBOL Programmer – Consultant C Developer – Health Care / Home Nursing VB / Web Developer – Banking Industry Web / Windows Developer – Corporate Contractor

    4. About CTC CTC is an independent, nonprofit, applied research and development professional services organization providing innovative management and technology-based solutions to a wide array of clients representing federal and state agencies and the private sector. Approximately 1400 employees Office Locations across the US

    5. CTC Locations

    6. Overview of the old process Technology Used

    7. Overview of the old process Problems with the process Completely Paper Based Routing relied on Interoffice Mail/FedEx/UPS Approvals could be time consuming Data rekeyed multiple times by multiple people Account/Project information often incorrect No status information for the requester

    8. Overview of the new process Technology Used

    9. Overview of the new process Advantages of the process Faster Routing Faster Approvals Eliminate back office data entry PR account/project data more accurate Requester has access to PR status

    10. Overview of the new process Problems with the new process Emails get lost in Inboxes Data entry now pushed out to the end user

    11. Lessons Learned Make sure you understand your process Testing Environment Deployment Issues for fixes Fully Trust Forms by Digitally Signing Data Connection Refreshes Workflow built into Infopath can be cumbersome and complex Namespace Problems ??????

    12. Questions

    13. Contact Information John I Ford III SR Web Developer Concurrent Technologies Corporation fordj@ctc.com http://www.ctc.com

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