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 Approach
Work management solutions for individuals, teams and the enterprise
: Project Server 2010
Unified Project and Portfolio Management
Merge top down and bottom up capabilities
Demand Management Workflows
Project lifecycle and portfolio governance
Demand Management Workflows
Associating workflows to Enterprise Project Types (EPTs)
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 A
Nintex Workflow 2010
Nintex Workflow 2010
V2.1 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
Do more with
SharePoint
• Business Productivity ISV; 100% built on SharePoint
• Microsoft Gold Certified Partner and advisory council
• Nintex Workflow, Nintex Analytics (Reporting)
Nintex products
positioned for success
• Light up improvements in SharePoint
• Value: easy-yet-powerful functionality with competitive pricing
• Complements the ‘space’ not covered by SPD and Visual Studio
Receptivity within
Microsoft & Partners
• 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
Global momentum
• Customers in 80+ countries, 40 in Fortune 500
• 300+ Partners in our Global Partner Program
• Localized in 16 languages
Product Roadmap & 2010 Wave
3rd generation of applications on SharePoint
Nintex Workflow 2010
Highlights of investments and improved abilities
Model and improve
processes, simple or complex
Improved
Functionality
• Process logic spans linear, parallel, state machines, loops, rules
• ‘There’s an action for that’
• Assign workflows or activities to individuals, groups or roles
Empower business users
with easy-yet-powerful tools
Improved
Ease of Use
• One graphic tool built directly into SharePoint
• Easy for new users, even easier for seasoned users
• Enhancements in contextual UI
Monitor, manage and reuse
workflows everywhere
• Approval workflow changes, deploy in stages
Improved
• Create farm-wide standard workflows, actions, templates
Manageability • Smallest possible footprint, all built using SharePoint itself
Light up and extend
SharePoint’s functionality
Embraced
• Site workflows, reusable workflows, association columns
SharePoint
• InfoPath and ASP.NET forms everywhere
Improvements • Automate Word services, Audiences, Site Collection creation
Compose process mashups
on SharePoint
Improved
Connectivity
• User actions; zero-code composite activities
• LOB and UC connectivity called via web services
• Actions for BCS, Excel Services, Microsoft CRM, more…
Nintex Workflow 2010
Enterprise 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 2010
16 languages
•
•
•
•
•
•
•
•
Arabic
Czech
Dutch
English
French
German
Hungarian
Italian
•
•
•
•
•
•
•
•
Japanese
Latvian
Lithuanian
Polish
Portuguese (Brazilian)
Russian
Spanish
Swedish
Nintex Workflow 2010 Positioned for Success
Cost
High
Workflow for everyone, powerful functionality, competitive pricing
Low
range of empowered/skilled users
basics
easy-yet-powerful
Functionality
most advanced
Appendix B
Microsoft’s EPM approach and
Project Server 2010
Project Server 2010: Platform Architecture
Platform Architecture
Office Client
•
•
•
•
•
•
•
•
•
Integrated PPM Features
Demand Management
Portfolio Analytics and Selection
Resource Management
Schedule Management
Financial Management
Time Reporting
Program Management
Project Team Sites
•
•
•
•
•
•
•
Excel Services Including Charting
Forms Server
Team Collaboration
Business Intelligence and Reporting
Business Performance Workflows
Task List Sync
Site Infrastructure
Office Server Stack
Project Server Interface (PSI)
Integration Opportunities
Best-in-Class Integration
Outlook Task
Sync via Exchange
Team Foundation Server
Work Item Sync
Enhanced Systems
Management
Server and Tools
Enhanced Desktop Experience
Line-ofBusiness
Applications
22
Business Intelligence and
Reporting
Project Team
Collaboration
Demand
Management
Schedule
Management
Portfolio Selection
Resource
Management
Sync to SharePoint
Sites
Composites
Communities
Insights
Content
Search
The Business Collaboration Platform for the
Enterprise and the Web
23
Roles in an EPM Implementation
Roles
Responsibilities
Suggested
Client
Interfaces
Team Member
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.
Project Web App
Project Manager
Create and maintain project plans, schedule tasks, manage
resources, track and analyze progress, and communicate
project status.
Project Standard 2010 or
Project Professional 2010 with
Project Web App
Resource Manager
View resource capacity and utilization information, and allocate
resources based on different criteria.
Project Professional 2010
with Project Web App
Executive
View the collective status of projects and portfolios with
dashboards, drill-through reports, and key performance metrics
(KPIs).
Project Web App
Project Management
Office
Manage workflows, templates, permissions, and other settings
(with access to all Project Manager, Resource Manager, and
Executive capabilities).
Project Professional 2010
with Project Web App
Portfolio Analyst
Help build, select, and manage projects that align with business
objectives.
Project Web App
Administrator
Deploy, configure, and maintain the EPM solution (with access
to all EPM capabilities).
Project Web App and
Project Professional 2010
24