Don’t Overlook the Million Dollar Idea –Idea Management with K2 and Project Online
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The document outlines a webinar on idea management using K2 and Microsoft Project Online, introducing K2's capabilities in creating business process solutions without custom code. It details the TPG K2 Connector that bridges K2 and Project Online, enhancing demand management workflows. Additionally, it compares K2 and SharePoint Designer in terms of workflow management and design capabilities.
Don’t Overlook the Million Dollar Idea –Idea Management with K2 and Project Online
- 1. Webinar Don’t Overlook the Million Dollar Idea – Idea Management with K2 and Project Online
- 2. • Introduction to: • K2 • TPG • Microsoft Project Online • Idea Management Workflow • TPG K2 Connector • Demo • Demo of a simple Idea Management workflow • K2 Design Time Experience • Q&A Agenda
- 5. 30% of FORTUNE 100 COMPANIES software revenue GROWTH OVER 30% YOY Francisco Partners (Apr 2015) INVESTS OVER $150M more than 1500 CUSTOMERS / 84 COUNTRIES 14 years GLOBAL TIER 1 MANAGED MICROSOFT PARTNER K2 software enables organizations to easily create and run any business process solutions including workflows, enterprise forms and line of business data, all without custom code and for any device “BUSINESS APPLICATIONS POWERED BY YOUR IMAGINATION”
- 6. “The K2 Platform is best-suited for enterprises looking for a business-centric application platform for use across a variety of automation projects involving workflow, forms, case management or where a composite application is needed that interoperates with one or more backend systems.” IDC Marketscape – Business process Platforms BPM/ECM
- 8. • Re-useable across many applications • Built-in logic and rules “Whatever the business needs and whatever new acquisitions we make, I know that we can create the workflows required using K2.” - Sanofi
- 9. • Browser-based, drag-and-drop responsive designer LOB & data systems • Validation using built-in logic, rules, & checks • Works on any device, online or offline • Can be hosted within third-party solutions “With K2, we can take the member process from hours– and multiple sessions – down to less than 40 minutes. It’s a much simpler and better experience for the members.” - First West Credit Union
- 10. • Reusable, extensible and easy to integrate “A lot of the hard work is already done for us with SmartObjects.” - Deutsche Forschungsgemeinschaft
- 13. International Expert for Enterprise-Wide Portfolio, Program, Project and Resource Management (PPM) • Founded in 1998 • Microsoft Gold Partner • Focus on digital transformation and integration • Designing and establishing PPM solutions • Enhancing Microsoft technologies with our own proven products • SAP-certified integration middleware TPG PSLink® • Over 200 integration implementations • Coaching and operating solutions long-term TPG The Project Group CONSULTING SOLUTIONS PRODUCTS TRAINING Germany Austria Switzerland Spain UK USA MEA Partners in 10 countries
- 14. Microsoft Project Online and Idea/Demand Management Workflows
- 16. What is Microsoft Project Online? • An easy to use, affordable, yet highly advanced, online PPM software service • Essentially the “cloud” version of Microsoft Project Server • The Project Portfolio Management component service in Microsoft Office 365 • Procured as a standalone service or added as part of an Office 365 Enterprise (E) Service Plan
- 17. Capture Demands and Ideas • For everyone in an organization • Needs to be easy and convenient • Pre-selection is necessary – not every idea is great • But if is great, the transfer to a project must be easy and seamless • Connection between project and idea must be kept • Kick back status and details from PM to IM
- 18. Demand Management in Project Online • Workflow and forms controlling projects through the entire lifecycle, from idea to execution to closeout • Enables automation of governance related to moving projects through phases and stages • Out of the box capability based on SharePoint forms and workflows •Approve •Decline •Revise Idea •Approve •Decline •Revise Create •Approve •Decline •Revise Plan •Approve •Decline •Revise Execute •Approve •Decline •Revise Close
- 19. SPD vs K2 Demand Management Workflow SharePoint Designer DM Workflows and Forms K2 DM Workflows and Forms Very basic forms design capability Extensive drag-and-drop forms design capability Workflow designer is text-based and suitable only for fairly simple workflows Graphical wizard-driven workflow designer, suitable for complex workflows DM Workflow can only be sequential, one stage after the other With TPG K2 Connector, workflows can directly go to any stage Only two outcomes per stage (“Approve/Decline”) Multiple outcomes (“Approve/Decline/Revise/Escalate”) No workflow debugging capability Extensive workflow debugging Every field in PDP form requires an Enterprise Project field Designer can choose which workflow fields will need mapping Enterprise Project fields Audit trail is limited and implemented as SharePoint list Extensive, secure audit trail Very limited workflow management Extensive workflow management (Redirect, repair, ViewFlow, versions and more) Extensive custom coding needed to extend built-in capabilities No or little custom coding needed to extend built-in capabilities
- 20. The TPG K2 Connector
- 21. What is the TPG K2 Connector? • Provides a “bridge” between K2 and Project Server/Online • Primarily developed to service the needs of demand management workflows, replacing SharePoint Designer workflows • On Premise version: • Encapsulates PSI calls into a format useable for K2 • Applications beyond K2, such as extending SP Designer workflows • Online Version: • REST-based Web services that can be called by clients • Authentication component hosted in Azure or on premise • K2 has recently released a capability to interface with REST
- 22. Jetzt kostenlos herunterladen unter www.ppm-paradise.com Lernen Sie das „PPM Paradise“ kennen für das Management von Projekten, Portfolios, Programmen & Ressoucen • Praktische Tipps und Empfehlungen • Artikel, Videos und Checklisten • Argumente für Ihre Entscheider • Lösungstipps mit Microsoft Technologie
- 23. K2 Integration with LOB Systems
- 24. Create Project Idea Plan Execute Close K2 Forms and Workflows Create Project Plan Execute CloseProject Online Data and Stages TPG K2 Connector TPG K2 Connector TPG K2 Connector TPG K2 Connector TPG K2 Connector and Demand Management
- 25. Some functionality of the TPG K2 Connector • Create and update projects • Enterprise fields – Built-in and Custom • Project level properties • Change Workflow stages • Resource Membership and Resource Details functions • Change Lookup table values • Connected SharePoint workspace creation and maintenance • And many more
- 26. Demand Management in Project Online • Workflow and forms controlling projects through the entire lifecycle, from idea to execution to closeout • Enables automation of governance related to moving projects through phases and stages • Out of the box capability based on SharePoint forms and workflows • Approve • Decline • Revise Idea • Create • Revise Create • Submit • Cancel Plan • Close • Update Execute • Complete • Update Close
- 27. K2 Design Time Experience
- 29. Extensive K2 Workflow debugging functionality