Project Lifecycle and Portfolio Governance Made Easier

1. Project Lifecycle and Portfolio Governance Made Easier

2. Session Objectives • Demand management overview • Create project lifecycle workflows, quickly and easily • Demo • Q&A

3. Microsoft’s EPM Approach Work management solutions for individuals, teams and the enterprise : Project Server 2010

4. Unified Project and Portfolio ManagementMerge top down and bottom up capabilities Top Down Portfolio Management Bottom Up Project Management Manage Plan Create Select Resource Management Business Case Definition Demand Management Project Reporting Project Scheduling Portfolio Prioritization Time Reporting Portfolio Reporting Team Collaboration Portfolio Optimization Issues and Risk Management Capacity Planning

5. Demand Management WorkflowsProject lifecycle and portfolio governance Phases Stages Workflow

6. Demand Management WorkflowsAssociating workflows to Enterprise Project Types (EPTs) Small Project IT Project Proposal Enterprise Project Type Enterprise Project Type Enterprise Project Type Large Project Enterprise Project Type

7. Nintex Workflow for Project Server 2010Create 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

8. Demo

9. 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

10. Thank You

12. Appendix ANintex Workflow 2010

13. 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

14. Nintex: Company Overview

15. Product Roadmap & 2010 Wave3rd generation of applications on SharePoint

16. 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 Model and improve processes, simple or complex Improved Functionality • One graphic tool built directly into SharePoint • Easy for new users, even easier for seasoned users • Enhancements in contextual UI Empower business users with easy-yet-powerful tools Improved Ease of Use • Approval workflow changes, deploy in stages • Create farm-wide standard workflows, actions, templates • Smallest possible footprint, all built using SharePoint itself Monitor, manage and reuse workflows everywhere Improved Manageability Embraced SharePoint Improvements • Site workflows, reusable workflows, association columns • InfoPath and ASP.NET forms everywhere • Automate Word services, Audiences, Site Collection creation Light up and extend SharePoint’s functionality • User actions; zero-code composite activities • LOB and UC connectivity called via web services • Actions for BCS, Excel Services, Microsoft CRM, more… Compose process mashups on SharePoint Improved Connectivity

17. 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

18. Nintex Workflow 201016 languages • Japanese • Latvian • Lithuanian • Polish • Portuguese (Brazilian) • Russian • Spanish • Swedish • Arabic • Czech • Dutch • English • French • German • Hungarian • Italian

19. Nintex Workflow 2010 Positioned for SuccessWorkflow for everyone, powerful functionality, competitive pricing Low High Cost range of empowered/skilled users basics easy-yet-powerful most advanced Functionality

20. Appendix BMicrosoft’s EPM approach and Project Server 2010

21. Project Server 2010: Platform Architecture Platform Architecture Office Client Microsoft Project Professional Enhanced Desktop Experience Microsoft Excel® • Integrated PPM Features • Demand Management • Portfolio Analytics and Selection • Resource Management • Schedule Management • Financial Management • Time Reporting • Program Management • Project Team Sites Microsoft Outlook® Office Server Stack Enhanced SystemsManagement Team Foundation Server Work Item Sync Outlook Task Sync via Exchange Project Server Interface (PSI)Integration Opportunities Best-in-Class Integration • Excel Services Including Charting • Forms Server • Team Collaboration • Business Intelligence and Reporting • Business Performance Workflows • Task List Sync • Site Infrastructure Server and Tools Line-of-Business Applications

22. Enhanced Collaboration and ReportingProject Server 2010 is based on SharePoint Server 2010 Sites Sites Composites Composites Communities Communities Sync to SharePoint Insights Insights Content Content Demand Management Sites Business Intelligence and Reporting Portfolio Selection Search Search Composites Communities Insights Content Project Team Collaboration Resource Management The Business Collaboration Platform for the Enterprise and the Web Search Schedule Management

23. Roles in an EPM Implementation Roles Responsibilities Suggested Client Interfaces 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 Team Member Project Standard 2010 or Project Professional 2010 with Project Web App Create and maintain project plans, schedule tasks, manage resources, track and analyze progress, and communicate project status. Project Manager Project Professional 2010 with Project Web App View resource capacity and utilization information, and allocate resources based on different criteria. Resource Manager View the collective status of projects and portfolios with dashboards, drill-through reports, and key performance metrics (KPIs). Executive Project Web App 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 Project Management Office Help build, select, and manage projects that align with business objectives. Portfolio Analyst Project Web App Project Web App and Project Professional 2010 Administrator Deploy, configure, and maintain the EPM solution (with access to all EPM capabilities).