ShareVis has been successfully benchmarked and won against systems that cost several times more and is now in use by companies in Electronics/High Tech, Automotive, Manufacturing, Healthcare, Oil & Process, Transportation, Pharmaceuticals and Government.

As part of the sales cycle ShareVis typically offers to configure and demo a workflow and web-form process. In most cases the a company will already have a quote for a custom implementation of the same process and seeing it easily configured in ShareVis really opens their eyes to the power of ShareVis. The process showcased in the demo usually ends up being the first process the company deploys once ShareVis is installed.

The depth and breadth of the following real-world examples exemplifies the power and flexibility of ShareVis. Customer references are available upon request.

Objectives

• Fully automate HR process.
• A form is filled out and submitted.
• The responsible person(s) are selected automatically based on the originator's login name or ID, location, or a combination.
• The assigned person(s) may reject the form, re-assign it to someone else, or accept it.
• Keep track of each reviewer's progress; remind them if they're late.
• The assigned person(s) review the form accepts or rejects it. If rejected it goes back for re-work, and the process is repeated until an acceptable solution is reached.

Implementation

• External data source is prepared with location data and information about HR and responsible managers per location.
• The workflow is prepared using ShareVis Designer.
• The forms are designed using Microsoft's InfoPath product. Views are prepared for the different activities in the workflow. InfoPath views are mapped to the tasks of the workflow, ensuring that each participant sees only appropriate information for his task.
• End users interact with the form through only a Web browser.
• Custom ShareVis InfoPath controls automatically complete sections of the form as the workflow proceeds.

Examples

• Performance Evaluation
• 401k Plan
• Payroll Adjustments
• Expense Report

Human Resource Management (Performance Evaluation)

Workflow Definition

	This process consists of the "Originator" submitting the form to the "Employee" for self-evaluation and then proceeding to their "Supervisor" for a final evalution; with an "acknowledgement" step for the employee to review the supervisor's evaluation. The process has been structured in a such a way that it can be started manually, by an HR representative, or automatically launched by ShareVis at given intervals (e.g. every 6 months or 1 year).
Figure 1 (Click to enlarge)

InfoPath - Design View

	The InfoPath form is used to define the form in the workflow process, with a corresponding view for each assignment.In this example the form calculates the "ratings" and evaluates the over-all score of the employee being reviewed, allowing for data minning based on compnay-wide scores.
Figure 2 (Click to enlarge)

Form Definition - Run time Web Form Views

	Run time view of the web-form that the employee of the NDA process sees when completing their "self-evaluation" task in the process.
Figure 3 (Click to enlarge)

Human Resources (401K Plan)

Workflow Definition

	This process consists of the "Originator" submitting the form to the "Manager" for review before submitting to "Finance". The workflow is comprised of 3 approval loops, where the manager can send the item back to the originator for revision. Finance can also "reject" the submission and send it back to manager. The last loop is a final review from the manager.
Figure 1 (Click to enlarge)

InfoPath - Design View

	The InfoPath form is used to define the form views used in the workflow process. In this example the form utilizes the ShareVis FormName Control to auto-generate a unique ID for the form.
Figure 2 (Click to enlarge)

Form Definition - Run time Web Form Views

	Run time view of the web-form that the initiator of the 401k Plan process sees when launching the process.
Figure 3 (Click to enlarge)

Human Resources (Payroll Adjustments)

Workflow Definition

	This process that consist of an approval chain to authorize the payroll adjustment. The process automatically evalutes the change (percent) and new salary value, and includes the authorization parties as needed based on those variables.
Figure 1 (Click to enlarge)

InfoPath - Design View

	MS InfoPath is used to define the form used in the workflow process. In this example the ShareVis Assignment control is used to embed into the form the approval signatures gathered from the process.
Figure 2 (Click to enlarge)

Form Definition - Run time Web Form Views

	Run time view of the web-form that the initiator of the Payroll Adjustments process sees when launching the process.
Figure 3 (Click to enlarge)

Human Resources (Expense Report)

Workflow Definition

	This process consists of the "Originator" submitting the form to their "Supervisor" for approval before submitting to "Accounting". The workflow includes an approval loop, where the supervisor can send the expense report back to the originator for revision.
Figure 1 (Click to enlarge)

InfoPath - Design View

	The InfoPath form is used to define the form views used in the workflow process. In this example the ShareVis Current User Control is used to automatically capture the initator's name, email address and date.
Figure 2 (Click to enlarge)

Form Definition - Run time Web Form Views

	Run time view of the web-form that the initiator of the Expense Report process sees when launching the process.
Figure 3 (Click to enlarge)