ultimate project office with brightwork and nintex - event on may 6
TRANSCRIPT
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 [email protected]
• 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
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 [email protected] 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 [email protected] 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
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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