1. Process Automation and Workflow customization
With
Presented by
December 4, 2012

2. Workflow Solutions Engine
Introduction
Want to have your own module/tool to manage Defects, Requirements, Test Cases, Issues,
Risks or any of such items! Build one yourself with absolutely zero coding using our Turn-
Key workflow solutions engine “OZONE”.
A web based platform for process automation and workflow customization.
Your module can have its own workflow, fields, rules,
roles, privileges notifications, reminders, reports and lot
more to suite your specific processes
Requires no technical know-how to build and customize
Very little time to ramp up. Almost flat learning curve .
Hit the ground running in as little as a day
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
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3. Workflow Solutions Engine
Example processes that can be automated
• Central Repository for CRs and WRs
Change and Work • Review CRs – approve/reject/defer CRs
Requests • Slot WRs into projects/Releases
• Central repository for business and system
Business and System requirements
Requirements • Map requirements to WRs/Projects/Releases
• Mechanism for requirements review and base line
• Manage Issues and Risks of your project
• Setup alerts/Notifications
Issues and Risks • Link issues/Risks with tasks or work items in your
project/release
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
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4. Workflow Solutions Engine
Examples Continued…
Collaboration • Online view of who is working on what
• Monitor the progress of work continuously
process • Identify what’s blocked via issue/risk notifications
Project change • Manage changes to the in-flight projects such as change in scope,
budget, timelines, schedules and resources
Controls
• Create test cases for a project/release
Test Cases • Link the tests cases with the requirements
• Manage defect through their life cycle
Defects • Link defects with test cases
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
4

5. Workflow Solutions Engine
How it works?
Think of a process which you need to automate such as…
Requirements Test Cases Defects Issues/Risks Change Requests
Choose out-of the box process or Come-up with your own process
Build a module using Ozone (no coding required)
Implement your process using the Module you just built
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
5

6. Workflow Solutions Engine
Modules are Template Driven
Template is a specification where as
In Ozone, your Module will be ready as
Module is a product created according
soon as you create a Template
to that specification
Templates consist of
 Fields
Of several types
Dependent List Fields
 Auto Filled Fields
 Derived /Calculated Fields
 Roles & Privileges
 Users
 Tabs/ Screens
 Lists
 Grids
 Alerts
 Reminders
 Workflow
 Filed dependencies by field and by role
 Field value transitions
Field Edit Permissions
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
6

7. Workflow Solutions Engine
Template Types
- Created at project/Team level.
- Can be copied to other teams /
Local
projects.
- Copy can be updated.
Templates
Types - Created at company level.
- Can be used in any team or project.
Enterprise - Project/team level customization can
be done without impacting the
enterprise template or others teams
using the same template
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
7

8. Workflow Solutions Engine
Enterprise Templates
Enterprise Level Template
Inherit to a Project/Team
Apply Project Specific Customization
Not allowed to Will not impact
Can Add Will not impact
touch other teams
/Edit/Delete Source
inherited that inherited
new features Template
features same template
Flexibility At Standardization
Local Level Across Enterprise
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
8

9. Workflow Solutions Engine
Out of the Box Enterprise Templates
Change and Work Requests
Requirements
Test Cases
Defects
More coming soon…
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
9

10. Workflow Solutions Engine
Local Templates
Created from scratch
locally
Project/Team Level Add/Edit/Delete
Template Copied Features
Copied from another
project
Add/Edit/Delete New
Features
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
10

11. Workflow Solutions Engine
Template Features and Capabilities
Field Controls
Single Line Text Boxes
Multi Line Test Boxes
Radio Button Lists
Checkboxes
Combo Boxes/Dropdown Lists
Calendar Controls
Labels
…
And many more
Do not copy or distribute. Proprietary and
11
Confidential to Xyon Products & Services LLC

12. Workflow Solutions Engine
Template Features and Capabilities (continued…)
Field Types
Fields of type drop-down list that are related as parent
and child fields
User Filled
Fields
All other user filled fields
Fields
Fields whose values are calculated based on values of
one or more other fields.
Auto Filled Fields populated with values from predefined data
sources.
They can be of two types – 1. Always auto populated
and 2. One time auto populated and then read-only
Do not copy or distribute. Proprietary and
12
Confidential to Xyon Products & Services LLC

13. Workflow Solutions Engine
Template Features and Capabilities (continued…)
• Define roles
Roles and • Add privileges to the roles.
Privileges • Modify privileges
• Search and Add Users to the Project
Users • Remove users from Project
• Assign roles to users
• Divide your web module into multiple tabs/screens and organize
Tabs/ fields into those tabs
Screens • Move fields between tabs
• Change tab sequences
• Source data for fields in your module by defining queries to
External external databases
Data • Web Services (future enhancement)
Do not copy or distribute. Proprietary and
13
Confidential to Xyon Products & Services LLC

14. Workflow Solutions Engine
Template Features and Capabilities (continued…)
• Define your own lists and values for the project entity
Lists • Associate the lists with fields
• Define custom tables and data entry controls
Grids • Add, Edit and Delete data using the data entry controls
• Example: Test Script steps
• Define notifications called alerts based on field value changes
• Can alert all users with a role or any particular user
Alerts • One alert can be used for multiple fields and multiple roles can
be notified with one alert
• Type1: Reminders (notifications) based on Time Lapsed with or
without condition(s)
Reminders • Type2: Reminders based on Condition(s) only
• Set frequency and expiry for reminders
Do not copy or distribute. Proprietary and
14
Confidential to Xyon Products & Services LLC

15. Workflow Solutions Engine
Template Features and Capabilities (continued…)
• Manage Field Edit Permissions
• Define Field Dependecy Rules
Workflow
• Field Value Transition Rules - By Field
• Field Value Transition Rules - By Role
• Add associations between items of same of different entities
Associations
• Example: Link a work request #10 with a production ticket #100
• Add, Edit and Delete DB Connections to external databases
External
• Call web services and use the response data in Ozone project –
Integrations entity (future enhancement)
Do not copy or distribute. Proprietary and
15
Confidential to Xyon Products & Services LLC

16. Workflow Solutions Engine
Template Features and Capabilities (continued…)
• Create standard reports for any project entity
Reports and • Create personal reports for any project entity
Graphs • Export reports into excel file and save to your local file
system
• Create your own dashboards
Dashboards • Source the data for your dashboards from the reports
created
• Copy templates from one project-entity to another
Templates • Use enterprise level template to an entity of a project and
add project specific customizations
• Built-in features for submitting, approving and processing
project/Entity/Template/User related services requests
Service based on user titles and authorities
Requests • Tightly integration with Organizational Levels, Titles and
Authorities
Do not copy or distribute. Proprietary and
16
Confidential to Xyon Products & Services LLC

17. Workflow Solutions Engine
User Categories in Ozone
Do not copy or distribute. Proprietary and
17
Confidential to Xyon Products & Services LLC

18. Workflow Solutions Engine
User Categories (continued…)
• Defines enterprise templates/modules
• Defines Org levels and approval authorities
• Defines Org titles and assigns levels to the titles
Tool Admin • Create, delete, backup, restore, activate, deactivate and archive projects
• Adds/Deletes users to the tool
• Handles all types of service requests except those that are meant for Project
Administrators
• Manages all entities in a project
• Customizes Project Entities – Add/Remove fields, define alerts, define
Project roles and privileges etc
Admin • Add/Remove users, change their roles and privileges
• Create standard reports
• View, Add, Edit Items to Any Entity
Project • View, Add or Edit Standard or Personal Reports
Users • View, Add, Edit, Cancel, Approve Requests
Do not copy or distribute. Proprietary and
18
Confidential to Xyon Products & Services LLC

19. Workflow Solutions Engine
Ozone High-lights
Zero coding Turn-Key workflow solutions engine
One tool that can support many processes
Unique blend of Enterprise Standardization and Local Customization, enforces governance,
facilitates standardization across the company and at the same time leaves room for customization
at individual team level
Built in templates ready to use out of the box or build new templates from ground-up according to
your process
Create template once and reuse any where any number of times
Requires no technical know-how to build and customize
Very little time to ramp up. Almost flat learning curve . Hit the ground running in as little as a day
Do not copy or distribute. Proprietary and
19
Confidential to Xyon Products & Services LLC

20. Workflow Solutions Engine
Ozone High-lights
New Features
• Graphs
• Dashboards
• Record locking
• Cross project Reports
• Scheduling report execution
Modules
Data Entry
Traceability
Reports and Dashboards
Flexibility and Standardization
Administration
Do not copy or distribute. Proprietary and
20
Confidential to Xyon Products & Services LLC

21. Workflow Solutions Engine
Our Services
Process consulting
• Change and work requests
• Issues and Risks
• Requirements
• Project delivery collaboration
• Test Cases
• Defects etc.
Product Consulting
• User training
• Product customization and configuration
Do not copy or distribute. Proprietary and
21
Confidential to Xyon Products & Services LLC

22. Workflow Solutions Engine
Q&A
???
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Confidential to Xyon Products & Services LLC
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23. Workflow Solutions Engine
Next Steps
Discuss Next Steps
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
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24. Contacts
For More Details Please contact:
Ken Miller
kmiller@scalarusa.com
847.271.6447
WHERE QUALITY IS THE QUEST!
Do not copy or distribute. Proprietary and
Confidential to Xyon Products & Services LLC
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