supporting business processes using power bi & workflows
TRANSCRIPT
Supporting Business Processes PowerBI & Workflows
Roman Nedzelsky,MVP Integration @ redtoo s.r.o.
agenda• What is that process?• Responsibilities, Documents, Workflows, Inputs / Outputs
• Core and support process• Main• Business {CRM,NAV,Project,SharePoint}
• support• HR {Onboard/offboard, vacations, business trips}• Automation in Infrastructure and information systems• PM Processes {resource allocation, project management, portfolio
management}
Process• Defined begin and end• Inputs and outputs
Big Challenge
• Creating and implementing sites that improve business processes takes resources.
• The problem you are trying to solve and how you will measure success needs to be defined up front.
Main Process Improvement
• Document & Records Management• Internal communication / automated
emailing• HR Recruitment Candidate DB and
Reporting• HR On-Boarding / Off-Boarding• HR Leave / Expense Tracking• Project Management – Project Stages,
Documents,…
Main Process- Generic process through all the company- Directly impact the business- CRM, SharePoint, Project Server, NAV, SAP, …
Integration
Microsoft account Work accountOffice 365 subscription
• SharePoint as an entry & output point.
Workflows in Main Process
• SharePoint as a Platform• Entering the information in SharePoint• Propagate all the data between the systems• Display these information in SharePoint (or
PowerBI)
INFOPATH///////////////LOVE ITOR
HATE IT///////////////
BUSINESS MAGIC
HR – vacations, recruitment,…
HR – vacations, recruitment,…
SALES
IT – service desk
IT – Temporary permissions, virtual servers, …
What is on behind…
PowerBI• Main concept• “Self-BI”• Have set of dashboards accessible to separate parts of
organization• CEO,CFO,CTO,line managers, project managers etc.• Data sets usable across company {predefined}• Share set of data across company• Use natural language questions in case, that no report is
pre-defined• Use Data Gateways to get the on-prem data• Products• PowerPivot and own DB schema {data integration},
PowerView, DashBoard Designer
PowerBI support
IT Infrastructure
POWERVIEW – forecasting
PowerBI
PowerBI
PowerBI
PowerBI
Operational Insight
ProcessTry to use no code solutions…really…
UseCases
Schools
COME to see us on our other sessions• JAN MAREK• Microsoft Hyper-V Best Practices
• ROMAN NEDZELSKYSupporting Business Processes using PowerBI and WorkflowsOptimization Methods in PM using Integration & SharePoint
resources
http://romannedzelsky.euhttp://janmarek.euhttp://redtoo.com/cz
QUESTIONS ??
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