True digital transformation requires more than incremental improvements and goes beyond individual projects or processes. To become true digital masters, organizations need to think differently and work to enable their members to rethink everything they do in order to identify opportunities for automation. By addressing the capabilities for enhancing workflow automation as a personalized technology capability, organizations can take a giant leap forward and feed and innovation cycle without any limits. This session will help reframe the primary focus from large, centralized processes to enhancing individual and team collaborators that can drive their own process automation using a variety of commonly available no-code solutions. We will dive into techniques to educate and grow the organization's capabilities and also review some of the commonly supported models for measuring the results and ROI.

1. MAKING WORKFLOW
AUTOMATION PERSONAL:
THE NEXT STEP IN DIGITAL TRANSFORMATION
Sharepoint Saturday NYC – July 29, 2017
Mike Oryszak - @next_connect
www.mikeoryszak.com

2. MIKE ORYSZAK
2
Managing Director
@next_connect
linkedin.com/in/michaeloryszak
moryszak@bandrsolutions.com
mikeoryszak.com

3. EVALS / PRIZES
Bring all items to the 6th Info Desk
• Bingo Cards = how you win prizes at the
end of the event.
• The cards must be stamped by ALL the
Sponsors by the last session (4pm)
• Fill out speakers evaluations (located in
the front of the rooms
• Fill out the event evaluations
27 in Curved Samsung
Lenovo IdeaPad
Name your game bundle

4. THANK YOU
EVENT SPONSORS
We appreciated you supporting the
New York SharePoint Community!
• Diamond, Platinum, Gold, & Silver have
tables scattered throughout
• Please visit them and inquire about their
products & services
• To be eligible for prizes make sure to get
your bingo card stamped by ALL sponsors
• Raffle at the end of the day and you must
be present to win!

5. Beer Authority
300 W 40h St
[across the street]
Join us for a round of drinks & some
appetizers
http://www.beerauthoritynyc.com

6. AGENDA
• Concept Overview
• Low/No-Code Tools
• Time For a Shift?
• Making the Culture Shift
• Wrap-up and Questions

7. CONCEPT OVERVIEW
Making Workflow Personal

8. MY GOALS
• Increase the use of workflow automation
• Increase the pace of innovation
• Improve employee morale and engagement

9. COMPANIES NEW TO WORKFLOW
COMMON TRANSITION
Step Three Begin developing solutions, repeat as necessary
Step Two Define a project/process backlog
Step One Decide on (and buy?) a tool

10. COMMON CHALLENGES
• Most Orgs focus on complex, multi-department business processes
• Processes are high ROI, but high cost from a resources and focus perspective
• Incremental improvements, but platform and tool investments not fully leveraged
• Average worker not engaged in helping to drive efficiency and innovation

11. WHY IS THAT? – LACK OF RESOURCES
• Lack of trained personnel to implement workflow solutions
• Complex workflows require a lot of the organization’s time, focus, and resources
• These are typically long running projects
• Limit to the number that can be taken on in parallel
• This all leads to a deep project backlog, typically 3+ years

12. WHY IS THAT? - CULTURE
• The process improvements tend to be incremental, and isolated with no
improvement in strategic thinking or driving innovation
• People who participate in the process improvements, only focus on the steps they
own or manage
• Understanding that in most cases IT is responsible for planning and delivering the
solutions

13. TRADITIONAL WORKFLOW AND BPM FOCUS
• Classic methodology focusing on process planning and optimization
• Formal approach for increased efficiency and improved business outcomes
• Associated with the common challenges previously defined
• Works great for Big and Complex projects, but is too formal for personal or team
based workflows

14. WORKFLOW & CONTENT AUTOMATION FOCUS
• Emerging methodology focusing on Content, Process Automation, and Insights
• Significantly less formal than BPM
• Can support both structured/unstructured processes and content
• Focuses on addressing integration, hand-offs, and mundane repetitive tasks -> low hanging
fruit
• Less formal, and a broader reach -> organization members can be empowered to automate!
• Generating insights and analytics is a core component allowing for usage and trends to be
analyzed
• Great for individuals and teams; fast, informal, innovative!

15. MAKING WORKFLOW AUTOMATION PERSONAL
Educate, enable,
and empower the
org to leverage the
tools
01
Create a culture of
innovation and
strive to automate
mundane, repetitive
tasks
02
If an employee can
save 30 mins per
day, that equals 130
hours per year for
higher value work
03

16. LOW/NO-CODE TOOLS
Making Workflow Personal

17. LOW/NO-CODE TOOLS
• Microsoft
• SharePoint Designer
• Flow: flow.Microsoft.com
• Logic Apps: azure.microsoft.com/en-us/services/logic-apps
• Nintex: www.nintex.com
• K2: www.k2.com
• Ultimus: www.ultimus.com

18. TIME FOR A SHIFT?
Making Workflow Personal

19. WHY IS A SHIFT NEEDED?
• There are not enough trained developers in the world to automate everything
• This cannot be a problem wholly owned by central IT or IS groups
• Individuals will understand their personal needs and opportunities better than
anyone

20. OUTLOOK RULES
ANALOGY
• Who suffers from email overload?
• Ever create an outlook email rule to route email to
a particular folder?
• Did you call IT to create the rule, or did you sit
down and figure it out?
• How much time can be saved with creating rules?
• Workflow tools are no different!

21. WHAT ABOUT GOVERNANCE?
• IT and Corporate Governance still plays a strong role
• Focus should be on user enablement and using the tools
• User enablement does not mean lack of governance or the rise of Shadow IT
• People should not be automating complex, shared processes in isolation
• People or teams should not be automating a process they do not own

22. WHAT ABOUT COSTS?
• In environments with consumption based pricing, metrics should be monitored
• Microsoft Flow
• Nintex for Office 365 Subscription Packs
• With Nintex, simple workflows of 5 or fewer steps do not count against subscription limits
• The goal is to drive valuable innovation, and active workflows should provide ROI
on license costs

23. MAKING THE CULTURE SHIFT
Making Workflow Personal

24. CULTURE AND USER ENABLEMENT
Get executive
buy-in
01
Promote
innovation and
the use of tools
+ solutions
02
Focus on
mundane and
repetitive tasks
03
Iterate and
experiment
04
Share their
solutions,
templates, and
ideas
05

25. RISE OF THE CITIZEN
DEVELOPER
• With the proper enablement and controls in place,
organizations can properly support Citizen
Developers that can unleash innovation.
• Gartner: “A citizen developer is a user who
creates new business applications for consumption
by others using development and runtime
environments sanctioned by corporate IT…”

26. FORMALIZE THE SHIFT
Job descriptions
should include and
support collaboration
and innovation
activities
01
Employee incentives
and bonus goals
could have
individual and team
targets
02
Publicly
acknowledge and
reinforce the
contributions
03

27. KAIZEN EVENTS FOR INNOVATION QUICKSTARTS
• Kaizen Events are part of Six Sigma and Lean management methodologies
• Used to promote constant improvement through identifying and monitoring ongoing
improvements
• Key: Includes cross-functional, cross-domain participants

28. “OFFICE HOURS”
• Some organizations will make coaches or experts available on a regular basis for
collaboration and user enablement support
• Unstructured Q&A
• How To
• Success Showcase for a template or solution

29. IMMEDIATE ACTION ITEMS
Promote the sharing of templates and acceleratorsTemplates
Provide Workflow Technology Workshops: Focus on how-toWorkshops
Provide Innovation Workshops: Focus on finding opportunitiesInnovation
Offer “Office Hours”“Office Hours”
Define goals and find a way to measure progressGoals
Communicate the advances and winsCommunicate

30. CLOSEOUT
Making Workflow Personal

31. QUESTIONS?

32. RESOURCES
• Book: Leading Digital
• https://www.amazon.com/Leading-Digital-Technology-Business-Transformation-ebook/dp/B00NE6MG0Y
• Gartner Report: Process-Centric Technologies Increase Revenue
• https://info.nintex.com/CNT-GartnerReprint-Process-CentricTech-April2017_LP.html
• Blog: Making Automation Personal: The Next Step in Digital Transformation
• https://bandrsolutions.com/blog/2017/6/13/making-automation-personal-the-next-step-in-digital-
transformation

33. EVALS / PRIZES
Bring all items to the 6th Info Desk
• Bingo Cards = how you win prizes at the
end of the event.
• The cards must be stamped by ALL the
Sponsors by the last session (4pm)
• Fill out speakers evaluations (located in
the front of the rooms
• Fill out the event evaluations
27 in Curved Samsung
Lenovo IdeaPad
Name your game bundle

34. THANK YOU
EVENT SPONSORS
We appreciated you supporting the
New York SharePoint Community!
• Diamond, Platinum, Gold, & Silver have
tables scattered throughout
• Please visit them and inquire about their
products & services
• To be eligible for prizes make sure to get
your bingo card stamped by ALL sponsors
• Raffle at the end of the day and you must
be present to win!

35. Beer Authority
300 W 40h St
[across the street]
Join us for a round of drinks & some
appetizers
http://www.beerauthoritynyc.com