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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
Manage
SelectCreate 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 Type
Small 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
H
igh
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
En
han
ced
Syst
em
sM
an
ag
em
en
t
Team
Fou
nd
ati
on
Serv
er
Work
Ite
m S
yn
c
Ou
tlook
Task
S
yn
c via
Exc
han
ge
•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 T
ools
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
Pro
ject
Serv
er
Inte
rface
(PS
I)In
teg
rati
on
Op
port
un
itie
s
Best
-in
-Cla
ss In
teg
rati
on
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