Standard Operating Procedures on SharePoint - Ideas?

Question

_{Monday, April 2, 2012 1:44 PM}

Hi folks,

I manage operations on the business/service side of a software company. We use SharePoint lists to track a lot of "widgets" that get processed by various team members across the ops organization. These SharePoint lists function like work queues for many widget-processing teams.

Can anyone shed some light on how they use SharePoint to manage and store Standard Operating Procedure (SOP) documents for processing widgets? I'm looking for ideas that go beyond the plain, simple Document Library where you simply upload a document.

Is anyone using a SharePoint Wiki, HTML, or some other format to document business processes?

Our organization uses Salesforce as well, and Salesforce has a pretty powerful KnowledgeBase tool, but I'd prefer to keep our processors in SharePoint since that is where most of their work lives.

Any insight or ideas that you could provide would be great! Also, does anyone know of any SharePoint user forms that are more geared to business users rather than development?

All replies (6)

_{Tuesday, April 3, 2012 8:56 AM}

I can only say that I have implemented wiki's (in SharePoint) as a way to document business processes. You could use the codeplex enhanced wiki as a plus in your environment.

http://www.balestra.be || @marijnsomers

_{Friday, April 6, 2012 11:55 AM}

Hi Robert,

The forums are not intended for direct customer acquisition. For an example of how you can do this in a more subtle (and valid) way, read some of the posts of Dimitry Kaloshin of Lightning Tools ( DK ). In general, if you work for a 3rd party I'd say you have to do more than say: buy my product and give me your contact info, you do have to provide enough value in your answer so that someone can work with that, and maybe then you can say: btw, feel free to check out thus product as well. Provide lots of quality answers (without recommending your products), and forum visitors will get interested in your product eventually.



Kind regards,
Margriet Bruggeman

Lois & Clark IT Services
web site: http://www.loisandclark.eu
blog: http://www.sharepointdragons.com

_{Friday, April 6, 2012 2:06 PM}

Who's Robert?

_{Wednesday, July 18, 2012 2:25 PM}

Hi Ethan,

There is a 3rd party plugin tht will allow you to track reads/assigns documents called docread.

Sounds like its what you might be looking for?

http://www.collaboris.com/products/docread

http://www.collaboris.com/products/docread/screencasts

http://twitter.com/insy09 http://friendfeed.com/insy09 http://zebracube.wordpress.com

_{Saturday, February 1, 2014 1:32 PM}

Ethan - We used to have a custom stand alone product for our policies and standard operating procedures but since we moved to SharePoint, we have been using the ConvergePoint solution

http://www.convergepoint.com/sharepoint-standard-operating-procedure-sop-software 

It handles the entire process from procedure creation to having employees sign off. It depends on what you are looking for. We are very happy with it. The ConvergePoint solution is a more expensive option but is definitely more useful than a plain document library.

_{Monday, May 11, 2015 6:16 PM}

hi John

We've just written a post on how SharePoint can be used to manage SOP's here : https://www.collaboris.com/blogs/collaboris-blog/policy-management/2015/05/01/how-to-improve-your-sop-training-using-sharepoint

I am the SharePoint-Community.Net Founder and SP24 Founder. For a day job I develop some policy management software called DocRead for SharePoint and a Quiz tool called DocSurvey for SharePoint.