Step by step, you will learn about a solution with Microsoft technology and extensions such as K2. It covers the entire project life cycle: 1. Clearly laid out forms for recording ideas 2. Modern workflows with automatic notifications 3. Defined steps of portfolio analysis for evaluating ideas 4. Fast project creation in the PPM system at the push of a button 5. Easy implementation and closure of projects practical how-to slides for the PMO, decision-makers and IT managers - also available on our youtube-channel!

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

3. Introduction to K2

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

12. Introduction to TPG

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

28. K2 Workflow Designer

29. Extensive K2 Workflow debugging functionality

30. K2 smartforms design