information to the hand cover sheet v1.2march 2014 requesthub - information to the hand
TRANSCRIPT
Information To The Hand
Cover Sheet
V1.2March 2014
RequestHub - Information to the Hand
A bit of background on us
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Been in business for 16 years
Privately owned, profitable and based in Birmingham
50 + staff
Custom Application Development including Desktop, Browser, Tablet and Phone
Microsoft centric technology Partner
Information Management – BI, SharePoint and Data Platform
Azure Cloud and O365
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‘Information to the Hand’ – what do Customers tell us they want and need?
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Information on your terms – to suit the location, role and device
Timely, believable and accurate Information
Ability to get Information anywhere, lets say via email
Find, request and off-line browse information easily
Field based users want simple information, not fancy graphics (the form factor is too small)
One single version of the truth
Single pane of glass – leverage existing Information and functionality in one place
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Before RequestHub was born, there was Report Mailer – what is this?
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An ability to request Dashboards, Reports and Information via email using any email enabled device
No concerns over data security, we leverage existing exchange security policy
Users can request reports even when not online
An ability to extend the reach of BI and Information delivery to everyone
Send a report request, ‘ReportMailer’ runs the report real-time, creates PDF, attaches it to an email and sends it back to you
Seamless integration into Microsoft Exchange, O365 and any SQL Server based reporting
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On-premise, Hybrid or Azure Cloud – the Customer can choose
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Current Report Mailer solution
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How the RequestHub App transforms this
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This is the main menu screen. Most requests can be done from here. By the
way, its pretty straight forward to build new buttons
to launch your requests
You can request stuff such as BI Dashboards, Reports,
Documents from SharePoint or Information. Also, actions can be requested such as
Refresh Cube, upload document, etc.
Touching Clients and Projects Button takes you to
a view of Customers and Projects. These could be
Brands, Stores, or sites, etc. Changing the user journey is
pretty straight forward…
Swipe left for recently viewed Clients/Projects and again for
favourites. These can be followed if you are returning
to them frequently
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Once a Customer has been selected, all projects are
listed. Different icons represent project types and some further information is
surfaced from CRM
Select a Project and will see further detail from multiple
LOB systems – CRM (Salesforce), .Net Timesheet
system and SharePoint
You can request the project Dashboard from here to be
emailed to you, or downloaded direct to your
hand in RequestHub
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If you wish, you can create a tile on your Windows Phone home screen so that you can
navigate directly to it
Follow and un-following projects to add/remove them from your Favourites, great for when Project Managers
are looking after certain projects
Once you have requested your Dashboard or any other existing Microsoft BI asset, you get a Toast notification
telling you its on its way
Swipe left to see the list of the Consultants that are assigned to the project
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Select the Consultant assigned to the project for more actions and requests
You can request the Consultants Dashboard to
see what else they are assigned to, etc., what holidays do they have
booked, call them directly from here as ask about the
project
Swipe left again to see the list of the documents for this
project. These are stored and fetched from a SharePoint
document workplace. Contextual to the project, not
simply a document list
Document type, author and date/time metadata is also
displayed. Touch to download or get it emailed to you…
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When you request a report or document to be delivered via email, this is what you get.
Works with O365 in Azure or on-premise Exchange
The report is simply PDF’d and sent to you. If you
request a document, you get it in Word, Excel, etc.
Delivery via email leverages your existing security policies
too If you are without a data signal i.e. on the Tube,
RequestHub will simply place the request in a queue until signal returns, the email will
be delivered in the same way all of your others do
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Here is an example of a Dashboard viewed on the
Phone, if screen space is an issue, simply forward to
another device such as a Windows Surface tablet
Here is one of my projects that I created a Live Tile on my Home screen earlier. I can navigate directly to the
Project from here.
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documents is easy.
Here is a list of previously request Dashboards, reports or documents.
Simply touch the item to request an update to be
sent.
The same process applies to items downloaded directly to the Phone.
All documents are stored securely in a sandboxed
area of the phone.
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Finally Search. RequestHub will find any Projects, Documents or
People – on the Phone first and then in SharePoint
Although SharePoint documents can be
accessable on a Windows Phone, don’t forget these can be downloaded and
emailed
As soon as Windows 8.1 is released, the Tablet and desktop modern day App
will be next….
What does the Windows Phone app do (tablet coming soon)?
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Simple and intuitive experience to Search for and request information
Ability to view Dashboards, Reporting, Documents and request actions whilst offline
History and Favourites can be stored locally with the App
The App can search, find and request documents (and in document sets) from SharePoint too
Leverages existing BI/SharePoint solutions, Azure and O365/email exchange
Trigger actions such as upload documents to CRM and SharePoint, cube refresh, etc.
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Delivery via email, direct to mobile or browser
Uses for the Apps
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Professional Services - Requesting Project, resource and people information
Construction – Requesting the latest version of a set of plans whilst on-site
Retail - Obtaining Stock and Merchandising information – Supermarkets, Product vendors
Legal – up to date cases matters and project billing
Retail Banking - Looking up Sales and Service performance
Outsourcing – Getting the latest service delivery and helpdesk statistics
Flexible costs – App development, per user or report/action request billing
Why bring us into your Customers?
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We will help accelerate the adoption of Apps
Already have App building experience and existing soloutions
Help to drive the use of Tablets and Phones
First ‘Projects’ App (surface) available in the Windows Store
Leverage other Microsoft investments i.e SQL, BI, Azure, SharePoint
Offer real world benefits – Mobile BI – pervasive field based use
Other solutions include….
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This is our first App designed for a Windows 8
touch Device.
It provides a ‘single pane of glass’ experience
bringing together many disparate systems
Aggregated Sales numbers from our CRM in the cloud,
but surfaced via Azure mobile services
Manage Pipeline and won projects through the entire
project lifecycle
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Similar to RequestHub, you
can following Projects
and people
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Drill down into Project detail to see
financial, deal information, etc.
Track Project delivery progress vs
planned, spot if overrun may occur
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Get even more information on the project time breakdown, that comes from our Time
Management solution hosted in Azure
Bring together Project Management based
information from SharePoint
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Integration with Bing Maps shows the location
of Customers and Projects
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We have also designed and built our SharePoint Intranet
to be touch and tablet friendly
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Fully integrated with CRM, SQL, BI, Azure and mobile
gives one unified experience
Oh by the way, this is where RequestHub fetches the
documents from for a Project in the mobile App
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Thank you – Any Questions?