1 Copyright © Serena Software 2015 SBM 11.1 (Aurora) Beta Kickoff David J. Easter: Director of Product Management, SBM & Solutions May 17, 2016

2 Vision overview What’s expected in SBM 11.1 (Aurora) Beta information Agenda

3 Table stakes: Able to create business level workflow Low-code / no-code Graphical Editor Strong integration options Rich decision capabilities

4 Where is an item in the process? (Notification / Reporting) How did the item get here? (History) What changed over the life of the item? (Auditing) Today: Strong visibility into an item / items within SBM

5 Waiting In Process Done 3 rd Party application Serena Business Manager REST Calls Connector What are the statuses of all the items in the process? What is the status of items outside SBM that affect this process? How can other external processes update information in SBM? Focus for 2016: Increased visibility of multiple items across the ecosystem (Subject to change without notice.)

6 What’s coming in SBM 11.1 (‘Aurora’)

7 View on top of existing data Configurable columns, cards, details and swimlanes WIP Limits displayed for each column Kanban Board View View status of items across projects (Subject to change without notice.)

8 External feeds are read only Feeds can be pointed to either internal or external sources of data Data from both external and internal can be displayed at the same time Kanban Board View External feeds (Subject to change without notice.)

9 Improved control over display Ability to reference chosen priority in other applications Backlog history Additional control in Backlog View (Subject to change without notice.)

10 Document existing REST/JSON interfaces Currently utilized by Serena solutions Update anything additional to ensure supportability Inbound REST improvements REST capable application Serena Business Manager Create Read Update Delete (Subject to change without notice.)

11 Built on same framework as current SRC Mobile Client Mobile enables any process app Empowers designer to limit fields shown on mobile app Tuned for smartphone screen size availability Form Actions will be supported SBM Mobile Client (Subject to change without notice.)

12 Launch apps without favoriting Pull down menu instead of pages Application launch / favorites redesign (Subject to change without notice.)

13 Removed “Manage Views” Click on category to manage Drag and drop to favorite, reorder items or remove items Improved view management (Subject to change without notice.)

14 User defined facets – retained during multiple searches Sorting by system fields Search by ID or keyword Enhanced Work Center searching (Subject to change without notice.)

15 Automatically adjust screen layout based on device For browser based clients Persistent controls that will be visible no matter how far you scroll the contents Sidebar allows for fields or widgets Tabs highlight when containing required fields Required field navigation Device Responsive, Modern Form (Subject to change without notice.)

16 Update Reporting Library (Subject to change without notice.) Additional graph types Provided OOTB reports for notifications, followed items (Subject to change without notice.)

17 Beta Information

18 Starts May 17 th Tentatively ends July 28 th (GA) Sign the beta agreement and return it to me I will countersign and send it back to you Once agreement is signed, you’ll be added to the beta forum Download information Tips / Tricks / Gotchas / workarounds Feedback from you! Beta Information (Subject to change without notice.)

19 Demo

20 Questions?

21 Thank You!