Migrating Lotus Notes Applications to Sharepoint Online with Nintex
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The document outlines a presentation on migrating Lotus Notes applications to SharePoint Online using Nintex, detailing migration methodologies, best practices, and challenges. It discusses various workflow tools including Nintex and K2, along with governance and management strategies for successful application migration. Additionally, it summarizes important business and IT goals for migration, offering insights into tool-based data migration and best practices for maintaining efficiency and compliance.
Migrating Lotus Notes Applications to Sharepoint Online with Nintex
- 1. © Copyright Maarga Systems, 2015. All rights reserved. No content of this presentation, either in full or in part, may be reproduced without the express permission of Maarga Systems. Migrating Lotus Notes Applications to SharePoint Online with Nintex Gayathri Viswanathan
- 2. Areas to cover today Workflows & Workflow engines in SharePoint Methodology for migration program Workflow application using Nintex Best practices & Challenges
- 3. SharePoint Online can be used for Intranet Portals Team Sites & Collaboration Portals Document Management Systems Workflow applications Content Libraries & Content Management Systems Project Management systems © Copyright Maarga Systems, 2015. All rights reserved.3
- 4. Poll 1 If you are in the process of evaluating application migration options, which are the target platforms you are looking at • Sharepoint On Premise • Sharepoint Online • Salesforce • Other • Still analyzing © Copyright Maarga Systems, 2015. All rights reserved.4
- 5. © Copyright Maarga Systems, 2015. All rights reserved.5
- 6. Building Workflows in SharePoint Sharepoint Out of the Box Workflows • Out of the box • Easy for simple workflows • Requires significant coding if complex Flow • User driven • IFTTT type of flows Visual Studio Workflows • Complex • Steep learning curve Nintex • Visual workflow builder • Reusable workflows K2 • Complete BPM suite © Copyright Maarga Systems, 2015. All rights reserved.6
- 7. Adding Nintex to SP Online © Copyright Maarga Systems, 2015. All rights reserved.7
- 8. Nintex Workflow for Office 365 © Copyright Maarga Systems, 2015. All rights reserved.8
- 9. Nintex Vs K2 Nintex Workflow K2 Workflow Uses SharePoint Workflow engine Complete independent workflow engine Extension of SharePoint Complete BPM Suite SharePoint management interface Web Based, Independent designer suite and designer for Visual Studio Workflow development and modification using Web front end only Multiple options including Visio, Web frontend available Cannot handle very complex workflows Can handle complex BPM applications Support for metrics is low Complete analytics on workflows available © Copyright Maarga Systems, 2017. All rights reserved.9
- 10. Methodology © Copyright Maarga Systems, 2015. All rights reserved.10
- 11. Poll 2 Poll 2: What are the most important business goals for your migration program (select the most important) • Connected Integrated Work environment (Cloud enablement) • Modern & Easy to use applications • Quickly add features / applications leveraging modern technology
- 12. Analysis • Critical to right size “Scope” • Covered in earlier webinar – Sharepoint Application Migration - Analysis Webinar link : https://youtu.be/fKl-rZepnLc Slide Deck - https://www.slideshare.net/MaargaSystems/migrating- lotus-notes-applications-to-sharepoint-preparations- and-analysis
- 13. Migration Program Lifecycle Governance & Program Management This team ensures a steady wave of applications are migrated based on clusters. Enable organization wide Governance processes Enable org wide taxonomy and compliance standards Business Analysis & Application Migration Work closely with application owners and business teams Agree on feature sets, scope of application migration, target Conduct UAT and enablement of business teams Migration Factory Process & Tool based migration Best practices shared across migration teams Complete data migration, Functionality development UAT & Rollout Consistently roll out applications after UAT Training and Enablement of users to be done Decommission Notes applications & Servers Ensure successful migration of applications © Copyright Maarga Systems, 2015. All rights reserved.13
- 14. Methodology – per application © Copyright Maarga Systems, 2015. All rights reserved.14 Data Migration • Tool Based (Quest/Binary Tree) • Test Data Develop forms, views • Basic Form(default) • Customize if required Design workflow • Reuse existing if available • Business logic • Workflow rules Unit Test & Bug Fix • Functionality • Data (against rules) Migrate Live data Move functionality Verification & Validation UAT, Training & Go Live DevelopmentProduction
- 15. HR Team Functional Heads,HR Team Demo - Resource Request application Redevelopment of legacy application C level visibility into resource requests Multilevel security Three processes with complex workflows
- 16. Best Practices © Copyright Maarga Systems, 2015. All rights reserved.16 • Plan Taxonomy, Keywords, Master list ahead of time • Define target types & Site templates • Use appropriate content types • Understand the relation between fields • Showcase strengths of SharePoint like enterprise search, visual workflows • Use AD groups for permissions • DO NOT MIMIC NOTES FEATURES • Don’t add columns indiscriminately • Don’t add too many fields into lists. • Don’t set permissions to individual user names DOs DONTs
- 17. Typical Challenges © Copyright Maarga Systems, 2015. All rights reserved.17 Data loss / Cleansing Hidden computations / calculations Attachments Security
- 18. Poll 3 Poll 3 : What are the most important IT goals for your migration program • Fast roll out • Minimize business disruption / business team involvement • Lowest cost © Copyright Maarga Systems, 2015. All rights reserved.18
- 19. Maarga Capabilities © Copyright Maarga Systems, 2017. All rights reserved. •XMAP •Portfolio Analyzer •Third party tools through partnerships Code Assets and Frameworks •Dell Quest •PanAgenda Partnerships •10+ years of Notes •3+ years of SharePoint •Availability of resources familiar with both technologies •In-house tools and proven automation capabilities Expertise •Maarga’s adoption approach, Specialized Adoption Manager •End user training •Gamification Change Management •Ensure availability of both platforms till the new apps stabilize •Accurate estimation through pilot Risk Management •Experienced technology architects •Expertise in BPM •In-house expertise in multiple technology stacks Capable Architects •70+ certified professionals •Ability to scale on quick notice Staffing
- 20. Upcoming Webinars Other Upcoming Webinars 1. Modernize IBM Notes Applications with JavaScript Framework 2. Driving Business Value Through IBM Connections – Use Case Led Adoption Techniques NextWebinar
Editor's Notes
- #9: Easy to develop. Only clicks not code. User defined actions Reusable workflows can be designed Design forms using pre-defined layouts Email based task completion User access control to workflow actions, designer Custom css and JavaScript can be used