Planning Business Solutions
Learn about requirements gathering and planning. This module is agnostic to any form or workflow product.
About this class
This course is geared towards business users and power users who build no-code processes.
- Course description
- 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 business solution. After taking this class, you will be ready to start building solutions with whatever products you choose, such as PowerApps, Power Automate, SharePoint, or any other 3rd party tools.
Course curriculum
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Intro to Business Processes
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Requirements Gathering Video
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Tasks & User Interface
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Notifications versus Tasks
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Process Lifecycle
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Approval Process Requirements
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Components Involved
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Common Expectations
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Business Solutions Quiz
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About this course
- Free
- 9 lessons
- 0.5 hours of video content
Course Reviews
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...
Read MoreLaura, 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.
Read LessPlanning 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.
Read LessQuestions 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...
Read MoreEverything 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!
Read LessGreat 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...
Read MoreI 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.
Read LessGreat!
Cathy Twine
Clear, concise, useful.
Clear, concise, useful.
Read Lessgood 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.
Read LessVery informative
Saad Altak
I highly recommend it
I highly recommend it
Read LessWonderful
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...
Read MoreLaura 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.
Read LessKey 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.
Read LessVery 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.
Read LessKeep 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!
Read LessGreat 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.
Read LessGood 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...
Read MoreSometimes 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.
Read LessGreat 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 ...
Read MoreA 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.
Read LessVerbalizes 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...
Read MoreThis 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.
Read LessVery good overview
Karine Brousse
Very thorough, will be sharing.
Very thorough, will be sharing.
Read LessGood 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...
Read MoreI'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!
Read LessLots 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 ...
Read MoreLaura 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.
Read LessGood course. Short and to the point.
Galina Golant
Review Planning Business Solutions
Shirley Reynolds
Good introductory information
Good introductory information
Read LessEasy to follow, very informative
Joanna Weaver, PMP
Laura did an excellent job going through best practices and steps to business processes.
Laura did an excellent job going through best practices and steps to business processes.
Read LessFinally
Tom Humphrey
Someone explained it start to finish. Thank you.
Someone explained it start to finish. Thank you.
Read LessGood Solid Basis for Requirements Gathering
Joanne Capella
I'm not new to SharePoint or web forms and approval workflows, so for me, this was a great review. For someone new to SharePoint all the major points forms ...
Read MoreI'm not new to SharePoint or web forms and approval workflows, so for me, this was a great review. For someone new to SharePoint all the major points forms needed for requirements gathering are covered.
Read LessFab course!
Laura Webb
I really enjoyed listening to this course module. Laura explains things really well.
I really enjoyed listening to this course module. Laura explains things really well.
Read LessVery good for Analysts to gather requirements.
Sony Kuruvilla
Analysts can use this as a questionnaire for gathering requirements. If developed as a SPO form, it makes the work easier. Very good class to know the basic ...
Read MoreAnalysts can use this as a questionnaire for gathering requirements. If developed as a SPO form, it makes the work easier. Very good class to know the basic things that we need to ask for developing SPO forms & applications
Read Lessgreat overview of a business requirements process
Patrick Wright
this is a great template for going into a meeting with product owners in order to get the specifics needed to deliver on their requirements, taking into acco...
Read Morethis is a great template for going into a meeting with product owners in order to get the specifics needed to deliver on their requirements, taking into account details owners tend not to consider but that will add development time if not clarified before development.
Read LessVery Thorough Overview
Eric Corbett
I always just jump right into a project with building the tech side. This course taught me to slow down, the questions to ask, and the research required befo...
Read MoreI always just jump right into a project with building the tech side. This course taught me to slow down, the questions to ask, and the research required before starting a business process. There are so many things to consider and I like how Laura went through the steps rather quickly and to the point. Great presentation.
Read LessCourse Review
Ritu Hooda
I enjoyed this course . The course has valuable informaton about Business processes
I enjoyed this course . The course has valuable informaton about Business processes
Read LessWonderful
Gela Ghaderi
I love this teacher and how great she explains all ins and outs of each subject. This was a very easy to understand course.
I love this teacher and how great she explains all ins and outs of each subject. This was a very easy to understand course.
Read LessVery clear and understandable
Sylvain Charron
It is a good overview in 1hour of questions to raise while planning E-Forms to handle a business process.
It is a good overview in 1hour of questions to raise while planning E-Forms to handle a business process.
Read LessThanks for the quick summary
David Crighton
This was a nice summary of items to consider when planning a basic solution. Thanks!
This was a nice summary of items to consider when planning a basic solution. Thanks!
Read LessGreat!
Russell Rivas
Great information on this topic! Thank you! :)
Great information on this topic! Thank you! :)
Read LessYour Instructor
Microsoft MVP Laura Rogers
Laura Rogers is a SharePoint, Teams, Power Apps & Power Automate expert, speaker, author and educator. She is well-versed in helping organizations make the most of their SharePoint business processes using Power Apps and Power Automate flows. Laura’s technical expertise also includes over 20 years of experience working with Microsoft’s messaging and collaboration systems. She has been named a Microsoft Most Valuable Professional (MVP) for the past fourteen years. She has contributed to several books on SharePoint over the past eleven years. You can read more about Laura’s experiences on her blog, www.wonderlaura.com, and follow her on X: @WonderLaura