process and mobile forms jumpstart for microsoft project online

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Atidan Workflow and Forms Jumpstart for Microsoft Project Project Success With Workflow and Forms David J. Rosenthal CEO, Atidan Microsoft Project Conference, New York City December 7, 2015

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Page 1: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Project Success

With Workflow and Forms

David J. Rosenthal

CEO, Atidan

Microsoft Project Conference, New York City

December 7, 2015

Page 2: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

IntroductionSuccessful project management can help to transform your business.

Keys to success include:

• Aligning strategy and implementation

• Turning the ‘complex’ into the ‘simple’

• Communicating effectively with all stakeholders inside and outside the enterprise

Page 3: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Organizational AgilityBetter performance = improved competitive advantage

How do we ensure our projects are:

On time

On budget

Meet goals and objectives

Meet and exceed ROI

Page 4: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Introducing Atidan Process and Forms for Microsoft Project Online1. Extend processes outside Project Online Into SharePoint/Office 365

2. Automate Reports & Messaging

3. Enable Mobile forms

4. Create Project Information Dashboards in SharePoint

5. Automate document creation

6. Enable Mobile apps

7. Integrate into other systems

Page 5: Process and Mobile Forms Jumpstart for Microsoft Project Online
Page 6: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Extend processes outside Project OnlineInto SharePoint/Office 365

•Workflow and processes allow you to connect people, processes and content

•Use actions from Nintex to integrate with Project Management processes

• And any other enterprise process

•Build in advanced security and permissions including third party solutions

•Advanced records management including third party solutions

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Page 7: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Automate Reporting & Messaging

•Custom reports sent via email, PDF or within SharePoint Online

• Deliver information to the right people at the right time

•Automatic email, SMS, & Skype information exchanges

•Lazy Approval within Email – interact directly with a task in Outlook

• Outlook Add in –don’t need to be connected

2

Page 8: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Mobile Forms•Build enterprise-grade forms that drive workflow applications for SharePoint

•Quickly design and publish web-ready and mobile-ready forms with custom branding

•Connect forms with your business processes through workflow triggers and task notifications

•Build integrations with databases and business applications, on-premises or in the cloud

•Enable online and offline data capture

•Administer and manage forms assets

•Work seamlessly with SharePoint

3

Page 9: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Project Dashboards in SharePoint

•Bring data from multiple projects into SharePoint Online

•Build intelligent, visual, and secure project management dashboards

•Personalize views

•Leverage full SharePoint Features

Current integration from Atidan includes:

• Issues

• Tasks

• Projects

• My Issues

• My Tasks

• My Projects

4

Page 10: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Automatic Document Creation

•Assemble highly formatted documents from your project information:

•Merge Word, Excel and PowerPoint documents

•Option to create in PDF

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Page 11: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Mobile enabled apps •Mobilize your users and your workflows across the enterprise.

•Rapidly build, integrate, deploy, and manage your mobile workflow app

•Custom brand your app

•Build your app once and easily deploy it anywhere

•Create powerful apps without coding skills

•Provide native user experiences (geolocation, camera, etc.) across all mobile devices and compatible with all major platforms (iOS, Windows Phone, Android)

•Co-exist with a Mobile Device Management solution

•Work seamlessly with SharePoint and Office 365

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Page 12: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Integration7

Exchange data and create integrated processes with:

•Any of the built in connectors seen here ++

•Web Services

•Query any SQL database

Page 13: Process and Mobile Forms Jumpstart for Microsoft Project Online

Project Management with SharePoint& Office 365

Page 14: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Nintex Workflow Automation Platform

Give people the ability to work anywhere,

anytime, on any device

Connect to the cloud for content collaboration

Create, publish, and deploy forms anywhere

Automate business processes quickly

and easily

Page 15: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Demonstrations and Discussion

Page 16: Process and Mobile Forms Jumpstart for Microsoft Project Online

Atidan Workflow and Forms Jumpstart

for Microsoft Project

Q & A

Thank YouContact us for details on our Jumpstart offering [email protected]

+1-215-825-5045 x5001