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 example exemplifies the power and flexibility of ShareVis. Customer references are available upon request.

This example focuses specifically on the Survey Portion of SOX. For more information about the management and control of SOX documents please see the ShareVis DocEx example.

Objectives

• With regular intervals securely collect information about significant changes in the internal controls over financial reporting in a company.
• Automatically collect information by starting workflow processes that notify the SOX constituents that they have a task of filling in and returning information.
• Make forms automatically available for the surveyed to fill in and notify them when their task is due.
• Allow for respondent to easily be able to fill in the forms and not have to worry about what sections to fill and what sections to skip.
• Keep track of each respondent's progress; remind them if they're late.
• Coordinate each response and notify the process owner when all replies have been collected.
• Provide the SOX administrator an up to date view showing the progress of the survey and various views of the results so far.
• Upon completion or anytime in between enable easy searching and reporting of the information.
• Allow for export of data to Excel and other programs for further analysis.

Implementation

• ShareVis Designer is used to define two processes. The first process it used to launch a number of sub-processes equal to the number of people being surveyed. The second process handles the actual collection of information. Both processes are automatically synchronized and when all replies are in the first process continues with a notification to the SOX admin that all surveys have been completed.
• Each person to be surveys is entered into a SharePoint site group called "Sox survey members", which the process uses when automatically assigning the tasks.
• Each process has a web-form with views tied to the activities in the workflow providing individually tailored views.
• Fields (attributes) in the form are externalized as ShareVis columns, which allows for form data to be automatically saved in SharePoint lists. This enables easy viewing of status and other information as well as reporting and export.
• The workflow is prepared using ShareVis Workflow Designer.
• The SOX forms are designed using Microsoft's InfoPath product (web form at runtime). Views are prepared for the different activities in the workflow. The ShareVis extension to InfoPath are used to connect the views of the form the activities of the workflow ensuring that each participants sees only appropriate information and that parts of the form like approver names and dates can be automatically filled in by the workflow process during execution.

Workflow Definition

	This seemingly simple workflow accomplishes a lot. The plugin "Bootstrap Launch" will start a separate process (see Figure 2.) for each entry in a specified site group that identifies the participants of the survey. ShareVis provides monitoring and synchronization features that ensure that sub processes are completed before continuing the main process.
Figure 1 (Click to enlarge)
	This process is the actual carrier of the survey form and it's automatically launched by the previous process (see figure 1.).
Figure 2 (Click to enlarge)

Form Definition - Run time Web Form Views

	Run time view of the web-form that the initiator of the SOX Survey sees when launching the process, i.e. this view is associated with the first workflow.
Figure 3 (Click to enlarge)
	Shows a part of the form the survey participants see. (NOTE: This is only a partial view of the form.)
Figure 4 (Click to enlarge)

Searching and Reporting

	All the information collected in the process is of course stored in SharePoint and available for reporting purposes and further processing.
Figure 5 (Click to enlarge)