About This Class

In this class, we will do an overview, and then jump right into some examples of custom business solutions in SharePoint. Then we will go over the requirements gathering process, and the most common requirements, as well as how to start planning before building the solution. We discuss common components that are involved in an automated business solution, and what functionality is typically expected from the business. This is important to understand in going through the process of translating expectations and requirements into a fully-baked SharePoint solution.  After taking this class, you will be ready to start building solutions with whatever products you choose, such as PowerApps, Microsoft Flow, or even good old SharePoint Designer or other 3rd party tools.

Course curriculum

  • 1

    Introduction

    • Intro to Business Processes

  • 2

    Requirements Gathering

    • Requirements Gathering Video

    • Tasks & User Interface

    • Notifications versus Tasks

  • 3

    Approval Processes

    • Process Lifecycle

    • Approval Process Requirements

  • 4

    Business Expectations

    • Components Involved

    • Common Expectations

  • 5

    Wrap Up

    • Business Solutions Quiz

Pricing options

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Course Reviews

5 star rating

Best Ever - Huge Fan

Sherry Morisch

Laura, you are amazing. Through and enlightening. Thank you for your knowledge and experience. I've been working in SharePoint on and off for 11 years, but n...

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Laura, you are amazing. Through and enlightening. Thank you for your knowledge and experience. I've been working in SharePoint on and off for 11 years, but never at the level I'm embarking in now. You are such a wealth of information and I very much appreciate your efforts.

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5 star rating

Planning Business Solutions Review

Keisha Fleming

Very good class - explains comprehensively the 'what and why' for planning business solutions and gathering requirements for SharePoint business solutions.

Very good class - explains comprehensively the 'what and why' for planning business solutions and gathering requirements for SharePoint business solutions.

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5 star rating

Questions finally answered!

shery kirby

Everything was well thought out and outlined in a way I could easily grasp what is important when going into a planning meeting for business solutions. Thank...

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Everything was well thought out and outlined in a way I could easily grasp what is important when going into a planning meeting for business solutions. Thank you!

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5 star rating

Great food for thought

Natalie Harzic

I have worked for years building forms and processes in SharePoint and Laura's sensible advice really helped me in my approach. She presented an excellent fr...

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I have worked for years building forms and processes in SharePoint and Laura's sensible advice really helped me in my approach. She presented an excellent framework and I wish I had followed this a long time ago when I started out.

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5 star rating

Great!

Cathy Twine

Clear, concise, useful.

Clear, concise, useful.

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5 star rating

good start for planning business solutions

Verena Pailer

the course is very good to get an understanding of how you can start a business process in a simple way.

the course is very good to get an understanding of how you can start a business process in a simple way.

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5 star rating

Very informative

Saad Altak

I highly recommend it

I highly recommend it

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5 star rating

Wonderful

Jessica Cody

Laura is such a wonderful trainer! She makes the task at hand easy to understand even through the large amount of information being presented. She doesn't al...

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Laura is such a wonderful trainer! She makes the task at hand easy to understand even through the large amount of information being presented. She doesn't allow it to become overwhelming to a new user such as myself.

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5 star rating

Key questions when planning SharePoint solutions

Ravi Delpagoda

Clear advice on the key areas to focus when planning a SharePoint solution. Will save a lot of time in making many post go live changes.

Clear advice on the key areas to focus when planning a SharePoint solution. Will save a lot of time in making many post go live changes.

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5 star rating

Very good explanations

Eva Vogel

I thought I knew all about Process management. Thank you for detailed Q & A and real-time ("Agnostic":)) pains and solutions on those.

I thought I knew all about Process management. Thank you for detailed Q & A and real-time ("Agnostic":)) pains and solutions on those.

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5 star rating

Keep your good work!

Manyahilishal Madebo

This is amazing resource it helped me lot to understand the clients need!

This is amazing resource it helped me lot to understand the clients need!

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5 star rating

Great Session

Carl Uttley

Well constructed, well delivered and provides lots of useful information for planning business solutions.

Well constructed, well delivered and provides lots of useful information for planning business solutions.

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5 star rating

Good reminder of the points to consider....

Judith Minnerly

Sometimes we rush into a request without giving full thought to the details, usually resulting in either lots of rework or rejection by the business owner. T...

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Sometimes we rush into a request without giving full thought to the details, usually resulting in either lots of rework or rejection by the business owner. This course is a plain and simple overview of the critical questions that should be considered and asked before rushing in.

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5 star rating

Great topic and absolutely required when building solutio...

Dave Miller

A very thorough walk through of the various elements in the planning process. Very useful. One could even create a Powerapp that walks through each of these ...

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A very thorough walk through of the various elements in the planning process. Very useful. One could even create a Powerapp that walks through each of these steps with scoping and approval built in to aid in the project design process.

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5 star rating

Verbalizes what experienced developers know to ask

Caroline Berg

This is a great summary of the things to think about when working with business owners. Newer developers often just recreate existing forms/processes and don...

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This is a great summary of the things to think about when working with business owners. Newer developers often just recreate existing forms/processes and don't think about how automation may change those or can vastly improve them.

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5 star rating

Very good overview

Karine Brousse

Very thorough, will be sharing.

Very thorough, will be sharing.

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5 star rating

Good review of real-world planning

Erich Lantz

I've built no-code SharePoint business apps for several years now, and this course was a great overview of the actual issues that surface. I learned a few ne...

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I've built no-code SharePoint business apps for several years now, and this course was a great overview of the actual issues that surface. I learned a few new items that will definitely help!

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5 star rating

Lots of Great Information

Cathy London

Laura shares the questions to ask the project manager and the reasons behind those questions to help the builder communicate with the project manager to get ...

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Laura shares the questions to ask the project manager and the reasons behind those questions to help the builder communicate with the project manager to get answers they need to build a better solution.

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Your Instructor

Microsoft MVP

Laura Rogers

Laura Rogers is a SharePoint, Power Apps & Power Automate expert, speaker, author and educator. She is well-versed in helping organizations make the most of their SharePoint environments using out-of-box functionalities such as workflows, forms and Web parts. Laura’s technical expertise also includes over 15 years of experience working with Microsoft’s messaging and collaboration systems. She has been named a Microsoft Most Valuable Professional (MVP) for the past ten years. She has contributed to several books on SharePoint over the past ten years. You can read more about Laura’s experiences on her blog, www.wonderlaura.com.