Project Success with Workflow and Forms Accelerate project management with workflow and mobile enabled forms. Atidan’s ‘Workflow and Forms Jumpstart for Microsoft Project’ will enable broad collaboration, extend and enhance the PMO, improve innovation and generate efficiencies. Utilizing Nintex Workflow and Forms with Microsoft SharePoint, we will review how to boost productivity, streamline work, enforce standards and integrate with other systems. Extend processes outside Project Online Into SharePoint/Office 365 Automate Reports & Messaging Enable Mobile forms Create Project Information Dashboards in SharePoint Automate document creation Enable Mobile apps Integrate into other systems

1. 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

2. Atidan Workflow and Forms Jumpstart
for Microsoft Project
Introduction
Successful 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

3. Atidan Workflow and Forms Jumpstart
for Microsoft Project
Organizational Agility
Better performance = improved competitive advantage
How do we ensure our projects are:
On time
On budget
Meet goals and objectives
Meet and exceed ROI

4. Atidan Workflow and Forms Jumpstart
for Microsoft Project
Introducing Atidan Process and Forms for
Microsoft Project Online
1. 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

6. Atidan Workflow and Forms Jumpstart
for Microsoft Project
Extend processes outside Project Online
Into 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
1

7. 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

8. 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

9. 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

10. 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
5

11. 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
6

12. 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

13. Project Management with SharePoint& Office 365

14. 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

15. Atidan Workflow and Forms Jumpstart
for Microsoft Project
Demonstrations
and Discussion

16. Atidan Workflow and Forms Jumpstart
for Microsoft Project
Q & A
Thank You
Contact us for details on our Jumpstart offering project@atidan.com
+1-215-825-5045 x5001