# Presentation: 750551

## Microsoft® Office InfoPathTM 2003

**Philo Janus**
*philoj@microsoft.com*
- Microsoft Corp

## XML = Extensible Markup Language
Universal data format 
Public and widely accepted standard
Users can create their own tags to describe data 
XML schema defines vocabulary & grammar for describing data and its context 
Customers are developing their own schemas 
Industry schemas: XBRL, ACORD, HIPAA, HL7, RosettaNet 
What XML enables 
Easy data exchange between disparate systems
Simple repurposing, reuse of data 
Easily searchable information

**Universal data format **
**Public and widely accepted standard**
**Users can create their own tags to describe data**** **
**XML schema defines vocabulary & grammar for describing data and its context **
**Customers are developing their own schemas **
**Industry schemas: XBRL, ACORD, HIPAA, HL7, RosettaNet**** **
**What XML enables **
**Easy data exchange between disparate systems**
**Simple repurposing, reuse of data **
**Easily searchable information**

- XML Overview

## What is InfoPath?

**A new program in Microsoft Office System**
**Included in Office Pro Ent. Ed. 2003 **
**Available standalone**
**A desktop application**** **
**The platform for a new generation of electronic forms**

## Why Do Electronic Forms Matter?

**Forms drive business processes**
**Inefficiencies and inaccurate information cause significant negative downstream effects**
**Forms hide the complexities of processes**
**Electronic information capture helps streamline the complex processes sitting behind forms **
**Forms are everywhere**
**People in your organization are inundated by forms – expense reports, benefit statements, etc.**

## Customer ChallengesManual processes

**Data re-entry costs**
**Data re-entry is inefficient and costs money**
**Employees spend time “shuffling paper”**
**Associated errors**** **
**Errors and rework**
**Employees spend time tracking down issues**
**Long cycle times affect customer / employee satisfaction**** **
**No visibility into processes & difficult to access info**
**Cannot see process status**
**Inability to efficiently share information across systems**

## Customer Challenges Custom and/or web applications

**Cost of deploying the solutions**
**Difficult to integrate solutions with multiple systems**
**Programmers required**
**Inability to adapt to business needs**
**Hard to modify solutions once deployed**
**Difficult to address changing market conditions**** **
**Difficult for end-users to use**
**Training is difficult and costly**
**Limited ability to capture rich information **
**Employees often end up “going around” the system**

## Example Scenario – EnterpriseSales data collection

- Example Scenario – Enterprise*Sales data collection*

- _Before InfoPath_

- _With InfoPath_

**1 sales call = **_**4**_** user inputs**
-  Information silos
-  Lost productivity
-  Data entry errors

**1 sales call = **_**1**_** user input**
-  Information shared across org
-  Improved efficiency
-  Accurate, valid information

**CRM**

**ERP**

**AP**

## Example Scenario – WorkgroupTeam / Department Status Report

-  Consistent, accurate, timely info
-  Readily accessible
-  Easy to aggregate via WSS

**Inconsistent input methods**
-  Difficult to keep track of status
-  Painful to reconcile info across team
-  Hard to share info among team

- Example Scenario – Workgroup*Team / Department Status Report*

- _Before InfoPath_

- _With InfoPath_

## How InfoPath Works

**InfoPath**

**ADO**

**ASP.NET**

**XML**
**HTTP**
**SOAP**
**WSDL**
**UDDI**

## Slide 10

## Sample customer scenariosHorizontal business processes

**Accounting and financial management**
**Budget approvals**
**Asset management**
**Policy management**
**Human Resources**
**Time, attendance and expense management**
**Applicant tracking**
**Benefits administration**
**Performance management**
**Sales and Marketing**
**Marketing collateral management**
**Sales account management/lead tracking**
**Sales proposal generation**
**Customer satisfaction management**
**Business development management**

**Customer Service**
**Field service**
**Customer contact center (help desk)**
**Project Management**
**Project tracking**
**Task assignment**
**IT Management**
**Software deployment management**
**Service request management**
**Production Management**
**Materials/specification changes**
**Problem resolution management**
**Production best practices**
**Inventory Management**

## Healthcare	
Clinical trials
HIPAA compliance management
Emergency room patient management
Care management

Government
Capital asset budget approval
E-grants
Case/audit management
State patrol processing
Business tax filing
Leave processing
Field intelligence tracking

**Clinical trials**
**HIPAA compliance management**
**Emergency room patient management**
**Care management**
**Government**
**Capital asset budget approval**
**E-grants**
**Case/audit management**
**State patrol processing**
**Business tax filing**
**Leave processing**
**Field intelligence tracking**

**Financial Services**
**Insurance claims management**
**Insurance policy issuance**
**Loan application**
**Legal**
**Conflict of interest management **
**Media and Entertainment**
**News editorials**
**Construction**
**Home design**
**Retail**
**Recipe materials management**

- Sample customer scenarios Industry-specific business processes

## InfoPath Customer Benefits

**Gather information more flexibly and accurately**
**Data validation, conditional formatting, rich authoring**
**Dynamic form controls (e.g., repeating sections)**
**Offline & email support**** **
**Connect people, info and processes more effectively**
**Out-of-box support for XML and XML Web services**
**Support for customer-defined schema**
**Integration with Windows SharePoint Services (WSS)**** **
**Develop & deploy info gathering solutions more easily**
**Rapid solution creation from existing schemas, XML Web services, etc.**
**Silent install of forms and automatic versioning**
**Validation & conditional formatting capabilities w/o code**

## www.microsoft.com/office/infopath

**© 2003 Microsoft Corporation. All rights reserved.**

- _[www.microsoft.com/office/infopath](http://www.microsoft.com/office/infopath)_