1. Value Proposition

2. Nintex Workflow for Project Server 2010 Create project lifecycle workflows, quickly and easily
Graphical and browser based design of no-code workflows
Automate project lifecycle and portfolio governance
Streamline project team’s flow of reviews and approvals
Leverage Nintex Workflow 2010 integration with SharePoint
Note about the slide.: if printed, this slide shows the 4 key pillars/value statements for the product and one screenshot. In slideshow mode, each pillar is highlighted separately, at each click, and brings up more specific screenshots.
Presentation time: 1 to 5 minutes, or more. Can be even used alternating with demo steps.
<intro>
Nintex Workflow for Project Server 2010 enhances project lifecycle management and empowers project and portfolio managers to design, implement and streamline the portfolio governance processes they want without the need for complex and costly development cycles.
Nintex Workflow for Project Server 2010 brings the class leading workflow design experience of Nintex Workflow to the Microsoft Project Server 2010 platform, with a web based drag-and-drop designer and deep integration across SharePoint, Project Server, and external systems. For further information on Nintex Workflow 2010, go to
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Graphical and browser based design of no-code workflows
NW4PS helps you draw governance and collaboration workflows with no code. Functionality:
Design, configure, publish and manage all from within SharePoint and simply using the browser and no other client apps
Drag and drop design experience, to intuitively draw processes on the canvas with a toolbox of actions, for Project Server and for SharePoint in general, plus a number of other actions. (1st screenshot shows canvas, action toolbox, integration with ribbon, sample workflow look and feel)
Ability to give context to each action/activity through labels and comments. (configure without coding)
Available directly from Project Web Access. (2nd screenshot)
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Automate project lifecycle and portfolio governance
NW4PS enables you to define and enforce project portfolio governance, creating, within minutes, project governance (or so called demand management) workflows. You can now draw workflows that adapt to your specific EPM methodology and definitions of phases and stages, for each Enterprise Project Type; beyond the out of the box workflow in Project Server 2010; and without the need to go all the way to Visual Studio to configure such adapted flows. Functionality:
Workflows are created to check conditions and set stage status, making the project lifecycle flow through phases and stages (1st chart, which is not a product screenshot; and 2nd image which is a screenshot)
Workflows can easily be associated with a Enterprise Project Types (EPTs)
Toolbox category containing project lifecycle related workflow actions (3rd screenshot)
Each Nintex action or Project Server activity contains a dialog box to set the action. One example: the ‘set project stage’ activity is used to select the desired PDP. This configuration is assisted with lookups to PSIs. There is no need to know the GUIDs of Project Server entities.
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Streamline project team’s flow of reviews and approvals
Improve collaboration and communications across the project team, during the actual execution and management of given projects, by associating Nintex workflows to documents, lists, sites, related to project workspaces in SharePoint. Functionality:
Leverage Nintex Workflow integration with SharePoint, to structure alerts, messages, reviews and approvals of project artifacts (on Project workspaces) such as Project Management Plans, Communications Plan or recurring PMO requirements such as weekly status reports, risk register reviews, peer reviews, etc. (1st screenshot has a sample flow triggering messages and approvals)
Dozens of actions available to establish versatile process logic, integration and more (2nd screenshot)
Lazy Approval. Read ‘lazy’ as ‘easy’. Approvers can receive s to their mobile devices, configured to inform fields from structured requests, and simply reply using pre-determined and configurable taxonomies (ex: approve, ok, decline, reject, no), without the need to actually access the SharePoint site (3rd image, which is a picture of phone, containing a designed screenshot of an approval)
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Leverage Nintex Workflow 2010 integration with SharePoint
NW4PS is built, for Project Server 2010, on top of Nintex Workflow 2010, which is built for SharePoint 2010, the underlying platform for Project Server itself. That ensures deep integration of Nintex Workflows across the EPM stack and gives all the power and ease of use of Nintex Workflow Functionality:
Tracking and reporting: track individual instances (occurrences) of workflows, visually in the same graphic drawing of the workflow, or in list format. Then analyze reports on aggregate workflows, measuring performance, bottlenecks, approvers response volumes, etc. (1st screenshot has an aggregate report on approvers volumes)
Integration and extensibility (2nd screenshot shows toolbox with actions for calling web services, interacting with Microsoft’s CRM, SQL, SharePoint BCS, XML, LDAP and more)
Process logic versatility (3rd screenshot shows toolbox with actions for parallel flows, loops, state machines)
And if a needed action does not exist, one can create User Defined Actions (UDA’s). Those are workflows encapsulated as actions and placed in specific toolboxes to be easily reused in other workflows. An example would be the creation of UDAs that are more connected to other systems and LOB, designed by advanced users and developers, and available for process analysts to use
Easy to use and manage, with yet powerful functionality. All at competitive price point
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All 4 bullets highlighted; and first screenshot comes back
Final note to speaker:
future update releases of Nintex Workflow for Project Server, there are plans to also include functionality to handle workflows related to project events, in the so called, ‘Manage/Execute’ phase of projects