Information To The Hand

Journey Guide

V1.2 June 2014

RequestHub - Information to the Hand

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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

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

You can request stuff such as BI Dashboards, Reports, Documents from SharePoint or Information. Also, actions can be requested such as

refresh cube, refresh integration, etc.

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Select a Project and will see further detail from multiple business systems – CRM

(Salesforce), Custom Timesheet system and

SharePoint

Once a Customer has been selected, all projects are

listed. Different icons represent project types and some further information is

surfaced from CRM

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

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

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

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 tablet, iPad, etc.

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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HRequesting

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, then the Cloud and

then in SharePoint

Although SharePoint documents can be

accessible on a Windows Phone, don’t forget these can be downloaded and

emailed

Here is a sample of a similar touch tablet App that we have developed….

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The App is designed for Windows 8 touch Devices.

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 follow 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