Information To The Hand Journey Guide V1.2June 2014 RequestHub - Information to the Hand

Page 2 Information To The Hand H This is the main menu screen. Most requests can be done from here. By the way, its pretty straight forward to build new buttons to launch your requests Touching Clients and Projects Button takes you to a view of Customers and Projects. These could be Brands, Stores, or sites, etc. Changing the user journey is pretty straight forward… Swipe left for recently viewed Clients/Projects and again for favourites. These can be followed if you are returning to them frequently You can request stuff such as BI Dashboards, Reports, Documents from SharePoint or Information. Also, actions can be requested such as refresh cube, refresh integration, etc.

Page 3 Information To The Hand H Select a Project and will see further detail from multiple business systems – CRM (Salesforce), Custom Timesheet system and SharePoint Once a Customer has been selected, all projects are listed. Different icons represent project types and some further information is surfaced from CRM You can request the project Dashboard from here to be ed to you, or downloaded direct to your hand in RequestHub

Page 4 Information To The Hand H If you wish, you can create a tile on your Windows Phone home screen so that you can navigate directly to it Follow and un-following projects to add/remove them from your Favourites, great for when Project Managers are looking after certain projects Once you have requested your Dashboard or any other existing Microsoft BI asset, you get a Toast notification telling you its on its way Swipe left to see the list of the Consultants that are assigned to the project

Page 5 Information To The Hand H Select the Consultant assigned to the project for more actions and requests Swipe left again to see the list of the documents for this project. These are stored and fetched from a SharePoint document workplace. Contextual to the project, not simply a document list You can request the Consultants Dashboard to see what else they are assigned to, etc., what holidays do they have booked, call them directly from here as ask about the project Document type, author and date/time metadata is also displayed. Touch to download or get it ed to you…

Page 6 Information To The Hand H When you request a report or document to be delivered via , this is what you get. Works with O365 in Azure or on-premise Exchange The report is simply PDF’d and sent to you. If you request a document, you get it in Word, Excel, etc. Delivery via leverages your existing security policies too If you are without a data signal i.e. on the Tube, RequestHub will simply place the request in a queue until signal returns, the will be delivered in the same way all of your others do

Page 7 Information To The Hand H Here is an example of a Dashboard viewed on the Phone, if screen space is an issue, simply forward to another device such as a Windows tablet, iPad, etc. Here is one of my projects that I created a Live Tile on my Home screen earlier. I can navigate directly to the Project from here.

Page 8 Information To The Hand H Requesting documents is easy. Here is a list of previously request Dashboards, reports or documents. Simply touch the item to request an update to be sent. The same process applies to items downloaded directly to the Phone. All documents are stored securely in a sandboxed area of the phone.

Page 9 Information To The Hand H Finally Search. RequestHub will find any Projects, Documents or People – on the Phone first, then the Cloud and then in SharePoint Although SharePoint documents can be accessible on a Windows Phone, don’t forget these can be downloaded and ed

Here is a sample of a similar touch tablet App that we have developed…. Page 10 Information To The Hand

Page 11 Information To The Hand H The App is designed for Windows 8 touch Devices. It provides a ‘single pane of glass’ experience bringing together many disparate systems Aggregated Sales numbers from our CRM in the cloud, but surfaced via Azure mobile services Manage Pipeline and won projects through the entire project lifecycle

Page 12 Information To The Hand H Similar to RequestHub, you can follow Projects and people

Page 13 Information To The Hand H Drill down into Project detail to see financial, deal information, etc. Track Project delivery progress vs planned, spot if overrun may occur

Page 14 Information To The Hand H Get even more information on the project time breakdown, that comes from our Time Management solution hosted in Azure Bring together Project Management based information from SharePoint

Page 15 Information To The Hand H Integration with Bing Maps shows the location of Customers and Projects