SPTechCon Boston 2012 in July!

The upcoming SharePoint Technology conference is July 22-25 in Boston, and I’m very excited because I’ll be doing three brand new sessions this time!  Jennifer Mason and I will be doing the full day workshop which we’ve presented before, but all of my other sessions will be new.

You can register with the code ROGERS to receive $200 off of your cost!


Here’s the breakdown:

Using Report Builder for List Views and Charting

With SharePoint lists and libraries, views are used as different ways of looking at the data. Sometimes the out of box view settings are not sufficient for what needs to be accomplished, when it comes to how the information appears on the page. In many cases, SharePoint Designer is used in order to customize those views or create data view Web parts. When SQL Server Reporting services (SQL 2008 R2) is installed on your server, it opens up a whole new way of creating list views, which is Report Builder 3.0.
In this session, you will learn an entirely different approach to list views. You will learn how quick and easy it is to create pretty and professional reports based on SharePoint list data, and even cross-site data. Reports, charts, and even maps can be created and displayed in a Web part on any SharePoint page. Not only are these reports printable and exportable, but they can be put together on your site to create your own dashboards.

Level : Intermediate
Topic Areas : Architecture Essentials, Business User Essentials

Creating a Forms Portal

Does your organization currently have or plan to have multiple InfoPath forms that will be filled out by end users? Create a single portal for your organization’s forms, so that hunting around for forms is not necessary. In this session, you will learn how to create a forms portal in SharePoint or SharePoint Online with Office 365.
Form best practices and considerations will be covered, such as the use of site columns and content types. There is also standardization that can be done across multiple forms, such as the use of universal data connections and form templates and template parts. You will also learn how to create a user interface that is easy to navigate. Form administration dashboards will be created, so that the business users who are in charge of each form will have a location where their forms are available to them.
Also attend the class InfoPath and SharePoint Designer 2010 Workflow Best Practices for the InfoPath deep dive. In conjunction, the two classes take you through form development and the full user interface creation.

Level : Intermediate
Topic Areas : Architecture Essentials, Business User Essentials

InfoPath and SharePoint Designer 2010 Workflows Together

(I’ll be presenting this session twice since it’s so popular)

In your organization, forms are everywhere. InfoPath is a program that lets you quickly and easily create forms for business users to fill out and submit. The easy part is creating the form. The more complicated part is
finding out what needs to happen when it gets submitted, and automating that process. This is where workflows come in. InfoPath forms and SharePoint Designer workflows can be used in conjunction to create a complete business process.
In this session, we will discuss and compare the different ways that forms can be submitted and streamlined, so that the life cycle of the form is efficient and logical. This includes best practices around the form’s data connections, buttons, rules, views, and the workflow that sends the form through an approval process. All of this is done without code, making the most out of the InfoPath and SharePoint Designer out-of-box functionalities. Also attend the class Creating a Forms Portal. In conjunction, the two classes take you through form development and the full user interface creation.

Level : Advanced
Topic Areas : Architecture Essentials, Business User Essentials


Building Business Solutions: InfoPath & Workflows

Jennifer Mason and Laura Rogers

Business Processes and forms are everywhere. In your organization, there are always forms to be filled out, and these forms usually entail some type of automation such as a workflow. Microsoft Office InfoPath is a powerful form-creation tool that lets you create highly customized and professional-looking business forms, without writing any code. When you use this product in conjunction with SharePoint and SharePoint Designer, you have all the tools you need to build a no-code automated business solution.

In this all-day session, Laura and Jennifer will teach you everything you need to know about creating a full-blown business process using SharePoint, InfoPath and SharePoint Designer. Some basics will be covered, along with common practices for form-submission approval processes and SharePoint Designer workflows. When you walk away from this session, you will be confident that whatever processes the business throws at you, you will be able to create a solution using the tools and best practices that you learned during this workshop.

Level : Intermediate
Topic Areas : Line of Business Essentials

Book Signings – NEW!

  • Beginning SharePoint 2010: Building Business Solutions with SharePoint
    When: Tuesday, July 24th, 11:30 AM
    Where: Rackspace booth
  • Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010: Step by Step
    When: Tuesday, July 24th, 3:00 PM
    Where: Rackspace booth
  • SharePoint 2010 at Work
    When: Tuesday, July 24th, 5:15 PM
    Where: O’Reilly booth
  • Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010: Step by Step
    When: Wednesday, July 25th, 11:00 AM
    Where: O’Reilly booth


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