1. Ultimate Project Office
with BrightWork, Nintex, SharePoint & Atidan
Get Started Fast and Evolve at Your Own Pace
David J. Rosenthal, CEO, Atidan
May 6, 2014

2. Logistics for Today’s Webcast
• Use your computer or any voice line for
WebEx Audio
– Select ‘I will call in’ for USA and Global numbers
• Questions and Answers
– Impractical to take questions on the phone
throughout - sorry!
• Your phone has already been put on mute for now to
avoid accidental background noise
– We will answer questions at the end as follows:
• WebEx – Chat panel
– After the webcast - extra questions to brightwork@atidan.com
• Remember to go to the “full screen” – pull down menu on
top right, select ‘View’ and ‘Full Screen’

4. Today’s Webcast Description
Available to deploy on premise or online, BrightWork &
Nintex on SharePoint 2013 will help you:
• Easily initiate, plan, track and control all projects in one
SharePoint environment
• Efficiently collaborate and get everyone on the same page
• Effectively manage portfolios
• Increase your project success rate
• Evolve your project management best practices

5. Today’s Agenda
• Project Management on SharePoint 2013
• Summary, References, Suggested Next Steps
• More Q & A

6. Demo and Deployment Sequence
1. Start Quick and Get Immediate Visibility and Control
2. Improved Best Practices Templates
– Collaboratively Manage in the Small, Medium and Large
3. Effectively Manage Across Projects and Portfolios
4. Workflow and Forms
5. Evolve Project Management

7. Start Quick and Get Experience
“For the things we have to learn,
before we can do them,
we learn by doing them.”
- Aristotle

8. The BrightWork Approach
Start
Deliver Immediate
Visibility and
Control
Evolve
Mature Project
Management
Practices with
Flexibility

9. Built-in Best Practices (in Templates)

10. Get Immediate Visibility and Control
Projects Tracker
(Inside a Project Office)
- One Project Status
Update
- Many Dashboards
Updated

11. Very Quick Entry of Project Updates

12. Fast Reporting of Project Status

13. All Projects on One Set of Dashboards

14. Collaboratively Manage in the Small
Create New Project
- from a Template
Use a Simple Process
i. Project Statement
ii. Tasks (really easy update)
iii. Documents
iv. Issues
v. Status Reports
Reports
- My Work
- Gantt
- Dashboards

15. Manage Project with Project Lite

16. Manage with Medium Complexity
Add More Process,
e.g.
- Risks
- Metrics
- Status Reports
- Resource Reports

17. Sample Tiles: from Project Standard

18. Manage with Medium Complexity
Add
- More Process, e.g.
- Change Requests
- Post Mortem
- etc.
- Project Sync – Wow!

20. Nintex Workflow
QUICK & EASY
DRAW IT, NOT CODE IT
Empower all SharePoint
users to automate their own
processes in minutes
through intuitive, easy to
use, browser based drag-
and-drop workflow
designer.
BUILT ON SHAREPOINT
WORK BETTER, INVEST
SMART
Protect your SharePoint
investment through simple
deployment and
management, while
avoiding additional
infrastructure and client
software costs.
CONNECTED
SYSTEMS AND CLOUD
INTEGRATION
Connect Nintex Workflow to
Office 365, external
systems, Exchange server,
Lync server, databases, web
services, and a world of
cloud services seamlessly.

21. • Browser based, embedded in SharePoint
• Drag and drop
• Design once for many devices
Quick and
Easy Forms
Design
• Desktops or mobile devices
• Authenticated or anonymous
• Publish in SharePoint or on the Internet
Consume
Anywhere on
Any Device
• Rich business applications
• One solution package
• Connects applications to cloud services
Seamless
Workflow
Integration

22. http://ntx.lv/1lTO1PP Sample Live Form –
Anonymous Internet Access

23. Workflow Demonstrations
1. Task Assignment Notifications – Due Dates
2. Issue Escalation – Status has not changed
3. Weekly Status Reports – Automatically generated

24. Automated Email Reporting & Notifications

25. Form Demonstrations
• Tasks
– Mobile everywhere
• Issues
– Extend to clients & partners
• PMO Process
– Approvals
– Budgeting

26. Next Actions - “We are ready to start”
• Have your Project Office up and running in as little as three to six weeks
• The bundle includes: (i) software; (ii) consulting / training; (iii) support
•Fifty perpetual end-user licenses of all BrightWork templates
•Nintex Workflow and Nintex Forms for unlimited users
•Project scoping, planning and setup, and needs definition
•Installation and configuration of the BrightWork and Nintex solutions
•Design of the local Project Office hierarchy
•Configuration of 2 templates to manage 2 different project types
•Configuration of 1 Project Office/rollup template for program level reporting across projects
•Three workflow processes to support the PMO including portfolio management, project status and task
escalation
•Five mobile-enabled forms for project initiation, issue management, task tracking, risk reporting, and change
requests
•Introductory training for support staff and end users
•Software support & new releases for one year
•Annual Health Check with advice and recommendations
Web www.atidan.com
 brightwork@atidan.com
 Americas: 1-215-825-5045 Ext 5001

27. Today’s Agenda
• Project Management on SharePoint 2013
• Summary, References, Suggested Next Steps
• More Q & A

28. After Survey/Poll - Reflection
• Would you now like to use SharePoint 2013
to manage your Projects and Project
Office?
1. No
2. Maybe
3. Yes

29. “I need some Information”
1. Ask questions now!
2. Try these ideas for yourself http://www.brightwork.com
3. Call Atidan to ask your more specific questions
4. Q&A and Feedback
Web www.atidan.com
 brightwork@atidan.com
 Americas: 1-215-825-5045 Ext 5001

30. Appendix
• Free Project Management Template for SharePoint

31. Risk Reporting and Personal Reporting

32. Ribbon - Shared Reporting

33. (i) Free Trial & Training; (ii) Hosted PM Site

34. BrightWork Training Included

35. Configurable Scorecards (as web-parts)

36. Microsoft Project to SharePoint Sync

37. Add Status Report: Dashboards Updated
Added Quick Status Reporting
Simplified Metrics
Separation of powers!
- A Simpler Project Statement
- more static information
- Status Report does updating

38. 40
Amazon EC2 Create Instance
Create an Amazon EC2
instance
Amazon EC2 Instance
Management
Manage virtual servers in
Amazon's EC2 Web Service
Yammer Create User
Create a new Yammer
account
Yammer Search Messages
Search for Yammer messages
Nintex delivers innovative software and cloud services that empower
organizations to automate business processes, quickly and easily – all
without a single line of code – increasing the success of business
operations. Nintex Live enhances Nintex Workflow and Nintex Forms by
adding even more tools to the workflow toolbox, connecting workflows
across distributed SharePoint deployments, including Office 365, and
extending the reach of business forms to customers, suppliers, and
remote workers outside the firewall. With Nintex Live, your workflow
possibilities are endless…

39. 41
Complementary Form Solutions for Complementary Form Needs
InfoPath Nintex Forms
List
Items
List Views List
lookups
Workflow
Tasks
Workflow
Startup
Validation
Nested
Repeating Groups
XML Documents
Embedded
.NET Code
BCS Support
No Code
Needed
Call Web Services
Directly
Browser-Based
Designer
Workflow
Variables
Mobile Devices
Pages
Content
Types
Rich Client
Rendering
View/Fill Out
in BrowserRow-by-Row
Conditional
Formatting
Touch Support
Handwriting
Support
Fill Out Without
Access to SharePoint
Consumed by
Anonymous Users
Direct Database
Access
Easy for End Users
Toggle Between
Form/Workflow design
SharePoint-Aware
Visual
Elegance
Repeating
Groups
Forms as Documents
Forms as Applications
Mobility
Public Access
Workflow Integration