Ozone presentation

Process Automation and Workflow customization With

Presented by

December 4, 2012

Do not copy or distribute. Proprietary and Confidential to Xyon Products & Services LLC 2

Introduction

Introduction

Workflow Solutions Engine

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Example processes that can be automated


• Central Repository for CRs and WRs• Review CRs – approve/reject/defer CRs• Slot WRs into projects/Releases

Change and Work Requests

• Central repository for business and system requirements• Map requirements to WRs/Projects/Releases • Mechanism for requirements review and base line

Business and System Requirements

• Manage Issues and Risks of your project• Setup alerts/Notifications• Link issues/Risks with tasks or work items in your

project/releaseIssues and Risks

Do not copy or distribute. Proprietary and Confidential to Xyon Products & Services LLC

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Examples Continued…


•Online view of who is working on what•Monitor the progress of work continuously•Identify what’s blocked via issue/risk notifications

Collaboration process

•Manage changes to the in-flight projects such as change in scope, budget, timelines, schedules and resources

Project change Controls

•Create test cases for a project/release•Link the tests cases with the requirementsTest Cases•Manage defect through their life cycle•Link defects with test casesDefects


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How it works?Workflow Solutions Engine

Implement your process using the Module you just built

Build a module using Ozone (no coding required)

Choose out-of the box process or Come-up with your own process

Think of a process which you need to automate such as…

Requirements Test Cases Defects Issues/Risks Change Requests


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Modules are Template DrivenWorkflow Solutions Engine

ModuleLook & Feel

And Functionality

Template

Templates consist of Fields

Of several types Dependent List Fields Auto Filled Fields Derived /Calculated Fields

Roles & Privileges Users Tabs/ Screens Lists Grids Alerts Reminders Workflow

Filed dependencies by field and by role Field value transitions Field Edit Permissions

Template is a specification where as Module is a product created according

to that specification

In Ozone, your Module will be ready as soon as you create a Template


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Template TypesWorkflow Solutions Engine

Templates Types

Local

- Created at project/Team level. - Can be copied to other teams / projects. - Copy can be updated.

Enterprise

- Created at company level. - Can be used in any team or project. - Project/team level customization can be done without impacting the enterprise template or others teams using the same template


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Enterprise TemplatesWorkflow Solutions Engine

Enterprise Level Template

Inherit to a Project/Team

Apply Project Specific Customization

Can Add /Edit/Delete new features

Not allowed to touch inherited

features

Will not impact Source

Template

Will not impact other teams

that inherited same template

Flexibility At Local Level

Standardization Across Enterprise


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Out of the Box Enterprise TemplatesWorkflow Solutions Engine

Defects

Requirements

Test Cases

Change and Work Requests

More coming soon…


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Local TemplatesWorkflow Solutions Engine

Project/Team Level Template

Created from scratch locally

Copied from another project

Add/Edit/Delete Copied Features

Add/Edit/Delete New Features


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Single Line Text BoxesMulti Line Test Boxes

Radio Button Lists

Checkboxes

Combo Boxes/Dropdown ListsCalendar Controls

Labels…

And many more

Field Controls


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Field Types

Fields

User Filled Fields

Fields of type drop-down list that are related as parent and child fields

All other user filled fields

Auto Filled

Fields whose values are calculated based on values of one or more other fields.

Fields populated with values from predefined data sources.

They can be of two types – 1. Always auto populated and 2. One time auto populated and then read-only


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•Define roles

•Add privileges to the roles.

•Modify privileges

Roles and Privileges

•Search and Add Users to the Project

•Remove users from Project

•Assign roles to users

Users

•Divide your web module into multiple tabs/screens and organize fields into those tabs

•Move fields between tabs

•Change tab sequences

Tabs/ Screens

•Source data for fields in your module by defining queries to external databases

•Web Services (future enhancement)

External Data



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•Define your own lists and values for the project entity

•Associate the lists with fields

Lists

•Define custom tables and data entry controls

•Add, Edit and Delete data using the data entry controls

•Example: Test Script steps

Grids

•Define notifications called alerts based on field value changes

•Can alert all users with a role or any particular user

•One alert can be used for multiple fields and multiple roles can be notified with one alert

Alerts

•Type1: Reminders (notifications) based on Time Lapsed with or without condition(s)

•Type2: Reminders based on Condition(s) only

•Set frequency and expiry for reminders

Reminders



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•Manage Field Edit Permissions

•Define Field Dependecy Rules

•Field Value Transition Rules - By Field

•Field Value Transition Rules - By Role

Workflow

•Add associations between items of same of different entities

•Example: Link a work request #10 with a production ticket #100

Associations

•Add, Edit and Delete DB Connections to external databases

•Call web services and use the response data in Ozone project – entity (future enhancement)

External Integrations



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•Create standard reports for any project entity

•Create personal reports for any project entity

•Export reports into excel file and save to your local file system

Reports and Graphs

•Create your own dashboards

•Source the data for your dashboards from the reports created

Dashboards

•Copy templates from one project-entity to another

•Use enterprise level template to an entity of a project and add project specific customizations

Templates

•Built-in features for submitting, approving and processing project/Entity/Template/User related services requests based on user titles and authorities

•Tightly integration with Organizational Levels, Titles and Authorities

Service Requests



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•Defines enterprise templates/modules

•Defines Org levels and approval authorities

•Defines Org titles and assigns levels to the titles

•Create, delete, backup, restore, activate, deactivate and archive projects

•Adds/Deletes users to the tool

•Handles all types of service requests except those that are meant for Project Administrators

Tool Admin

•Manages all entities in a project

•Customizes Project Entities – Add/Remove fields, define alerts, define roles and privileges etc

•Add/Remove users, change their roles and privileges

•Create standard reports

Project Admin

•View, Add, Edit Items to Any Entity

•View, Add or Edit Standard or Personal Reports

•View, Add, Edit, Cancel, Approve Requests

Project Users



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Zero coding Turn-Key workflow solutions engine

One tool that can support many processes

Unique blend of Enterprise Standardization and Local Customization, enforces governance, facilitates standardization across the company and at the same time leaves room for customization at individual team level

Built in templates ready to use out of the box or build new templates from ground-up according to your process

Create template once and reuse any where any number of times

Requires no technical know-how to build and customize

Very little time to ramp up. Almost flat learning curve . Hit the ground running in as little as a day


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New Features• Graphs• Dashboards• Record locking• Cross project Reports• Scheduling report execution

Modules

Data Entry

Traceability

Reports and Dashboards

Flexibility and Standardization

AdministrationDo not copy or distribute. Proprietary and

Confidential to Xyon Products & Services LLC

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Process consulting

• Change and work requests• Issues and Risks• Requirements• Project delivery collaboration• Test Cases• Defects etc.

Product Consulting

• User training• Product customization and configuration


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Q&A

???



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Next Steps

Discuss Next Steps



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Contacts

For More Details Please contact:Ken Miller

[email protected]

WHERE QUALITY IS THE QUEST!


mailto:[email protected]

mailto:[email protected]

mailto:[email protected]/847.271.6447

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Category:	Technology
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