Project Lifecycle and Portfolio Governance Made Easier

Session Objectives

• Demand management overview• Create project lifecycle workflows, quickly and easily• Demo • Q&A

Microsoft’s EPM ApproachWork management solutions for individuals, teams and the enterprise

: Project Server 2010

Unified Project and Portfolio ManagementMerge top down and bottom up capabilities

Bottom Up Project Management

Top DownPortfolio

Management

ManageSelectCreate Plan

Portfolio Prioritization

Capacity Planning

Demand Management

Portfolio Optimization

Portfolio Reporting

Business Case Definition

Project Scheduling

Issues and Risk Management

Project Reporting

Team Collaboration

Time Reporting

Resource Management

Demand Management WorkflowsProject lifecycle and portfolio governance

Phases

Stages

Workflow

Demand Management WorkflowsAssociating workflows to Enterprise Project Types (EPTs)

Enterprise Project Type

Enterprise Project Type

Enterprise Project Type

Enterprise Project TypeSmall Project IT Project

Large Project Proposal

Nintex Workflow for Project Server 2010

Create project lifecycle workflows, quickly and easily

• Graphical and browser based design of no-code workflows

• Automate project lifecycle and portfolio governance

• Streamline project team’s flow of reviews and approvals

• Leverage Nintex Workflow 2010 integration with SharePoint

Demo

Conclusion and Next Steps

• Define and enforce project portfolio guidance Ease of use, cost efficiency, no-code

• Streamline project team’s collaboration Power of Nintex Workflow 2010 in EPM and beyond

• Resources to evaluate Nintex products Trial, videos and product information at www.nintex.com Community at http://connect.nintex.com

Thank You

Appendix ANintex Workflow 2010

Nintex Workflow 2010V2.1 Release• Improved management of Use Defined Actions• Improved backup and recovery support• Set permissions on other items• Extended support for LazyApproval• Additional built in references to reduce workflow steps• Retrieve User Profile attributes• Improved process annotation• Start workflows from item context menu• Support for querying lists with folders• Improved workflow change approval

Nintex: Company Overview• Business Productivity ISV; 100% built on SharePoint• Microsoft Gold Certified Partner and advisory council• Nintex Workflow, Nintex Analytics (Reporting)

• Light up improvements in SharePoint• Value: easy-yet-powerful functionality with competitive pricing• Complements the ‘space’ not covered by SPD and Visual Studio

• Reinforcing SharePoint ability as an enterprise-ready platform• Help accelerate deployment urgency and sales cycle• Fits sales motions of SharePoint platform, CALs, EA, BPIO, BPM

• Customers in 80+ countries, 40 in Fortune 500• 300+ Partners in our Global Partner Program • Localized in 16 languages

Do more with SharePoint

Nintex products positioned for success

Receptivity within Microsoft & Partners

Global momentum

Product Roadmap & 2010 Wave3rd generation of applications on SharePoint

Nintex Workflow 2010Highlights of investments and improved abilities

• Process logic spans linear, parallel, state machines, loops, rules• ‘There’s an action for that’• Assign workflows or activities to individuals, groups or roles

• One graphic tool built directly into SharePoint• Easy for new users, even easier for seasoned users• Enhancements in contextual UI

• Approval workflow changes, deploy in stages• Create farm-wide standard workflows, actions, templates• Smallest possible footprint, all built using SharePoint itself

• Site workflows, reusable workflows, association columns• InfoPath and ASP.NET forms everywhere• Automate Word services, Audiences, Site Collection creation

• User actions; zero-code composite activities• LOB and UC connectivity called via web services• Actions for BCS, Excel Services, Microsoft CRM, more…

ImprovedFunctionality

ImprovedEase of Use

ImprovedManageability

Embraced SharePoint Improvements

ImprovedConnectivity

Model and improve processes, simple or complex

Empower business users with easy-yet-powerful tools

Monitor, manage and reuse workflows everywhere

Light up and extend SharePoint’s functionality

Compose process mashups on SharePoint

Nintex Workflow 2010Enterprise edition features• Active Directory Account Provisioning• Exchange Server Mailbox Provisioning• Office Communication Server Privilege Provisioning• User Profiles and Audiences• Universal Workflow Inbox/Status• Workflow Reporting• Exchange Server Integration• Enterprise Search• Business Data Connectivity• SharePoint Records Management Integration• Excel Services• Word Services• BizTalk Server Integration• Microsoft Dynamics CRM Integration

Nintex Workflow 201016 languages

• Arabic• Czech• Dutch• English• French• German• Hungarian• Italian

• Japanese • Latvian• Lithuanian• Polish• Portuguese (Brazilian)• Russian• Spanish• Swedish

Nintex Workflow 2010 Positioned for SuccessWorkflow for everyone, powerful functionality, competitive pricing

Cost

Functionality

basics most advancedeasy-yet-powerful

Low

Hi

gh

range of empowered/skilled users

Appendix BMicrosoft’s EPM approach and

Project Server 2010

22

Project Server 2010: Platform Architecture

MicrosoftProject Professional

Microsoft Excel®

Microsoft Outlook®

Platform ArchitectureOffice Client

Enhanced Desktop Experience

Enha

nced

Sys

tem

sM

anag

emen

t

Team

Fou

ndat

ion

Serv

er W

ork

Item

Syn

c

Outlo

ok Ta

sk

Sync

via

Exc

hang

e

•Integrated PPM Features•Demand Management•Portfolio Analytics and Selection•Resource Management•Schedule Management•Financial Management•Time Reporting•Program Management •Project Team Sites

Serv

er a

nd To

ols

Offi

ce S

erve

r Sta

ck

• Excel Services Including Charting• Forms Server• Team Collaboration• Business Intelligence and Reporting• Business Performance Workflows• Task List Sync • Site Infrastructure

Proj

ect S

erve

r Int

erfa

ce (P

SI)

Inte

grat

ion

Oppo

rtuni

ties

Best

-in-C

lass

Inte

grat

ion

Line-of-Business

Applications

23

Enhanced Collaboration and ReportingProject Server 2010 is based on SharePoint Server 2010

Communities

Search

Composites

ContentInsights

Sites

Portfolio Selection

Schedule Management

Business Intelligence and Reporting

Resource Management

Project Team Collaboration

Demand Management

The Business Collaboration Platform for the Enterprise and the Web

Sync to SharePoint

24

Roles

Roles in an EPM Implementation

Team Member

Project Manager

Resource Manager

Executive

Project Management Office

Portfolio Analyst

Administrator

Perform day-to-day activities such as work on tasks, timesheet submissions, status communication, and participation in project collaboration processes. Team Member is the default role for everyone in the resource pool.

Create and maintain project plans, schedule tasks, manage resources, track and analyze progress, and communicate project status.

View resource capacity and utilization information, and allocate resources based on different criteria.

View the collective status of projects and portfolios with dashboards, drill-through reports, and key performance metrics (KPIs).

Manage workflows, templates, permissions, and other settings (with access to all Project Manager, Resource Manager, and Executive capabilities).

Help build, select, and manage projects that align with business objectives.

Deploy, configure, and maintain the EPM solution (with access to all EPM capabilities).

Responsibilities Suggested Client Interfaces

Project Web App

Project Standard 2010 orProject Professional 2010 with Project Web App

Project Professional 2010 with Project Web App

Project Web App

Project Professional 2010 with Project Web App

Project Web App

Project Web App and Project Professional 2010