ultimate project office with brightwork and nintex - event on may 6

Ultimate Project Office

with BrightWork, Nintex, SharePoint & AtidanGet Started Fast and Evolve at Your Own Pace

David J. Rosenthal, CEO, Atidan

May 6, 2014

Logistics for Today’s Webcast • Use your computer or any voice line for

WebEx Audio– Select ‘I will call in’ for USA and Global numbers

• Questions and Answers– Impractical to take questions on the phone

throughout - sorry!• Your phone has already been put on mute for now to

avoid accidental background noise

– We will answer questions at the end as follows:• WebEx – Chat panel

– After the webcast - extra questions to brightwork@atidan.com

• Remember to go to the “full screen” – pull down menu on top right, select ‘View’ and ‘Full Screen’

Today’s Webcast DescriptionAvailable to deploy on premise or online, BrightWork &

Nintex on SharePoint 2013 will help you:

• Easily initiate, plan, track and control all projects in one

SharePoint environment

• Efficiently collaborate and get everyone on the same page

• Effectively manage portfolios

• Increase your project success rate

• Evolve your project management best practices

Today’s Agenda

• Project Management on SharePoint 2013

• Summary, References, Suggested Next Steps

• More Q & A

Demo and Deployment Sequence

1. Start Quick and Get Immediate Visibility and Control

2. Improved Best Practices Templates

– Collaboratively Manage in the Small, Medium and Large

3. Effectively Manage Across Projects and Portfolios

4. Workflow and Forms

5. Evolve Project Management

Start Quick and Get Experience

“For the things we have to learn,

before we can do them,

we learn by doing them.”

- Aristotle

The BrightWork Approach

StartDeliver Immediate

Visibility and Control

EvolveMature Project Management Practices with

Flexibility

Built-in Best Practices (in Templates)

Get Immediate Visibility and Control

Projects Tracker (Inside a Project Office)

- One Project Status Update

- Many Dashboards Updated

Very Quick Entry of Project Updates

Fast Reporting of Project Status

All Projects on One Set of Dashboards

Collaboratively Manage in the Small Create New Project - from a Template

Use a Simple Processi. Project Statementii. Tasks (really easy update)iii. Documents iv. Issuesv. Status Reports

Reports- My Work - Gantt - Dashboards

Manage Project with Project Lite

Manage with Medium Complexity

Add More Process, e.g.

- Risks- Metrics - Status Reports- Resource Reports

Sample Tiles: from Project Standard

Manage with Medium Complexity

Add- More Process, e.g.

- Change Requests- Post Mortem- etc.

- Project Sync – Wow!

Nintex Workflow

QUICK & EASYDRAW IT, NOT CODE IT

Empower all SharePoint users to automate their own processes in minutes through intuitive, easy to use, browser based drag-and-drop workflow designer.

BUILT ON SHAREPOINTWORK BETTER, INVEST SMART

Protect your SharePoint investment through simple deployment and management, while avoiding additional infrastructure and client software costs.

CONNECTEDSYSTEMS AND CLOUD INTEGRATION

Connect Nintex Workflow to Office 365, external systems, Exchange server, Lync server, databases, web services, and a world of cloud services seamlessly.

• Browser based, embedded in SharePoint

• Drag and drop

• Design once for many devices

Quick and Easy Forms

Design

• Desktops or mobile devices

• Authenticated or anonymous

• Publish in SharePoint or on the Internet

Consume Anywhere on

Any Device

• Rich business applications

• One solution package

• Connects applications to cloud services

Seamless Workflow

Integration

http://ntx.lv/1lTO1PP Sample Live Form –

Anonymous Internet Access

Workflow Demonstrations1. Task Assignment Notifications – Due Dates

2. Issue Escalation – Status has not changed

3. Weekly Status Reports – Automatically generated

Automated Email Reporting & Notifications

Form Demonstrations• Tasks

– Mobile everywhere

• Issues

– Extend to clients & partners

• PMO Process

– Approvals

– Budgeting

Next Actions - “We are ready to start”• Have your Project Office up and running in as little as three to six weeks

• The bundle includes: (i) software; (ii) consulting / training; (iii) support

•Fifty perpetual end-user licenses of all BrightWork templates

•Nintex Workflow and Nintex Forms for unlimited users

•Project scoping, planning and setup, and needs definition

•Installation and configuration of the BrightWork and Nintex solutions

•Design of the local Project Office hierarchy

•Configuration of 2 templates to manage 2 different project types

•Configuration of 1 Project Office/rollup template for program level reporting across projects

•Three workflow processes to support the PMO including portfolio management, project status and task

escalation

•Five mobile-enabled forms for project initiation, issue management, task tracking, risk reporting, and change

requests

•Introductory training for support staff and end users

•Software support & new releases for one year

•Annual Health Check with advice and recommendations

Web www.atidan.com brightwork@atidan.com Americas: 1-215-825-5045 Ext 5001

Today’s Agenda

• Project Management on SharePoint 2013

• Summary, References, Suggested Next Steps

• More Q & A

After Survey/Poll - Reflection

• Would you now like to use SharePoint 2013

to manage your Projects and Project

Office?

1. No

2. Maybe

3. Yes

“I need some Information”

1. Ask questions now!

2. Try these ideas for yourself http://www.brightwork.com

3. Call Atidan to ask your more specific questions

4. Q&A and Feedback

Web www.atidan.com brightwork@atidan.com Americas: 1-215-825-5045 Ext 5001

Appendix• Free Project Management Template for SharePoint

Risk Reporting and Personal Reporting

Ribbon - Shared Reporting

(i) Free Trial & Training; (ii) Hosted PM Site

BrightWork Training Included

Configurable Scorecards (as web-parts)

Microsoft Project to SharePoint Sync

Add Status Report: Dashboards Updated

Added Quick Status Reporting

Simplified Metrics

Separation of powers!- A Simpler Project Statement

- more static information - Status Report does updating

40

Amazon EC2 Create InstanceCreate an Amazon EC2 instance

Amazon EC2 Instance ManagementManage virtual servers in Amazon's EC2 Web Service

Yammer Create UserCreate a new Yammer account

Yammer Search MessagesSearch for Yammer messages

Nintex delivers innovative software and cloud services that empower

organizations to automate business processes, quickly and easily – all

without a single line of code – increasing the success of business

operations. Nintex Live enhances Nintex Workflow and Nintex Forms by

adding even more tools to the workflow toolbox, connecting workflows

across distributed SharePoint deployments, including Office 365, and

extending the reach of business forms to customers, suppliers, and

remote workers outside the firewall. With Nintex Live, your workflow

possibilities are endless…

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Complementary Form Solutions for Complementary Form Needs

InfoPath Nintex FormsList

Items

List Views List lookups

Workflow Tasks

WorkflowStartup

Validation

Nested Repeating Groups

XML Documents

Embedded.NET Code

BCS Support

No Code Needed

Call Web ServicesDirectly

Browser-BasedDesigner

Workflow Variables

Mobile Devices

Pages

ContentTypes

Rich ClientRendering

View/Fill Outin BrowserRow-by-Row

ConditionalFormatting

Touch SupportHandwriting

Support

Fill Out Without Access to SharePoint

Consumed by Anonymous Users

Direct DatabaseAccess

Easy for End Users

Toggle Between Form/Workflow design

SharePoint-Aware

Visual Elegance

Repeating Groups

Forms as DocumentsForms as Applications

MobilityPublic Access

Workflow Integration