Overview
                                           (March 2010)
AgilePoint Company Proprietary   agilexrm@agilepoint.com
Follow AgileXRM

         Web Site: http://www.agilepoint.com/AgileXRM


         Blog:      http://blogs.agilexrm.eu/


 ...
Presentation Content

          Microsoft’s Vision
          What is xRM?
          Challenges faced in xRM
          What...
Microsoft’s Vision

“…the three pillars of the Dynamic Business:

   1. People …

   2. Process - the backbone of business...
What is xRM?

Microsoft Platform for building Line-Of-Business applications

Superior metadata-driven architecture
    Sec...
Challenges faced in xRM

xRM is a Management-by-Data solution
    End user responsible to enforce business processes
In im...
What is AgileXRM?
Not just another Add-in!

Keeps xRM metadata-driven = Agility
Converts xRM to a Management-by-Process Pl...
AgileXRM Form Engine


Simple and familiar Form Designer for non-developers
Multiple Silverlight RIA Forms
Compound Forms
...
AgileXRM Process Engine


Visual Process Designer for non-developers using MS Visio
End-to-end business process design
Vis...
Visio-based Process Modeler




Model processes directly in Visio and deploy instantly. No code. No hassle.
Rich set of Vi...
Visual Process Execution and Task Management




Showing a process in execution in Dynamics. Clicking on the pending task ...
Rollback, Roll Forward




Flexibility in managing running processes. Rollback or jump ahead in a process, all at runtime....
Process Migration
     Exclusive functionality of visual on-the-fly
     migration of running processes. Maximum agility
 ...
Form Designer




Simple yet powerful Silverlight Form Designer. Create and expose multi-language compound
forms for inter...
About Us

AgilePoint has developed the first comprehensive Business Solution for the Microsoft xRM
platform. AgilePoint’s ...
Global Presence & Support Network




    AgilePoint Company Proprietary   agilexrm@agilepoint.com
AgilePoint, Inc. - U.S. Headquarters
1916C Old Middlefield Way
Mountain View, CA 94043, USA
Tel: +1 650-968-6789
Fax: +1 6...
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AgileXRM - Agility for Dynamic Business - March 2010

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A quick overview of AgileXRM and how it brings agility to the xRM Platform

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AgileXRM - Agility for Dynamic Business - March 2010

  1. 1. Overview (March 2010) AgilePoint Company Proprietary agilexrm@agilepoint.com
  2. 2. Follow AgileXRM Web Site: http://www.agilepoint.com/AgileXRM Blog: http://blogs.agilexrm.eu/ Twitter: http://twitter.com/AgileXRM Linked-In: http://www.linkedin.com/groups?gid=2677671 YouTube: http://www.youtube.com/AgileXRM SlideShare: http://www.slideshare.net/AgileXRM Facebook: http://www.facebook.com/pages/AgileXRM/345528861055 AgilePoint Company Proprietary agilexrm@agilepoint.com
  3. 3. Presentation Content Microsoft’s Vision What is xRM? Challenges faced in xRM What is AgileXRM? AgileXRM Form Engine AgileXRM Process Engine AgileXRM Architecture AgileXRM Screenshots About Us AgilePoint Company Proprietary agilexrm@agilepoint.com
  4. 4. Microsoft’s Vision “…the three pillars of the Dynamic Business: 1. People … 2. Process - the backbone of business. Every unit of execution in a business can be distilled into some kind of process.… 3. Ecosystem …” Kirill Tatarinov – Executive Insight blog entry (Jan 11th 2010) Corporate Vice President, Microsoft Business Solutions AgilePoint Company Proprietary agilexrm@agilepoint.com
  5. 5. What is xRM? Microsoft Platform for building Line-Of-Business applications Superior metadata-driven architecture Security Web-based UI Metadata Management Scalability Multi-Tenancy Multi-Currency Multi-Language Simple customization Powerful extensibility via .NET Multiple deployment options xRM = Anything Relationship Management AgilePoint Company Proprietary agilexrm@agilepoint.com
  6. 6. Challenges faced in xRM xRM is a Management-by-Data solution End user responsible to enforce business processes In implementing business processes: No end-to-end visual modeling No real Monitoring or Runtime Control Hard to involve External Users or External Systems In interacting with people: Single Form per Entity Heavy use of JavaScript in customizations Hard to expose related data or external data Costly UI for External Ecosystem Users (MS License limitation) In KPI Reporting Not business user enabled nor automatic Dependency on highly qualified resources Loss of Agility Custom code causes agility to be lost AgilePoint Company Proprietary agilexrm@agilepoint.com
  7. 7. What is AgileXRM? Not just another Add-in! Keeps xRM metadata-driven = Agility Converts xRM to a Management-by-Process Platform Non-Developer Oriented Extends xRM into the Ecosystem Gives full control over running processes Visual Rollback or Roll-Forward Version Control Zero down-time deployment On-the-fly visual migration of running processes Simple Exception management Clear separation of actors Implicit Compliance Implicit Auditing AgilePoint Company Proprietary agilexrm@agilepoint.com
  8. 8. AgileXRM Form Engine Simple and familiar Form Designer for non-developers Multiple Silverlight RIA Forms Compound Forms Expose related and external data Filtered Lookups (*) Hierarchical Picklists (*) Advanced Validation at UI level (*) Further customizable and extendable with:(*) Expression Blend Visual Studio Third-party Silverlight controls (*) For v4.1 release AgilePoint Company Proprietary agilexrm@agilepoint.com
  9. 9. AgileXRM Process Engine Visual Process Designer for non-developers using MS Visio End-to-end business process design Visual monitorization of processes Full Version Control Powerful Runtime management Easily interact with external users Simple to involve external systems: SAP, SharePoint, DBs, WS, etc. Extensive Workflow patterns supported Existing xRM WF Workflows are reusable Further extendable with Visual Studio AgilePoint Company Proprietary agilexrm@agilepoint.com
  10. 10. Visio-based Process Modeler Model processes directly in Visio and deploy instantly. No code. No hassle. Rich set of Visio Shapes out-of-the-box, each being a process step. Can add custom steps. AgilePoint Company Proprietary agilexrm@agilepoint.com
  11. 11. Visual Process Execution and Task Management Showing a process in execution in Dynamics. Clicking on the pending task icon, a pop-up window shows its basic information and a link opens the window task in context. AgilePoint Company Proprietary agilexrm@agilepoint.com
  12. 12. Rollback, Roll Forward Flexibility in managing running processes. Rollback or jump ahead in a process, all at runtime. AgilePoint Company Proprietary agilexrm@agilepoint.com
  13. 13. Process Migration Exclusive functionality of visual on-the-fly migration of running processes. Maximum agility in adapting to change. AgilePoint Company Proprietary agilexrm@agilepoint.com
  14. 14. Form Designer Simple yet powerful Silverlight Form Designer. Create and expose multi-language compound forms for internal and external users. Just add bounded Data Sources to show contextual external data. AgilePoint Company Proprietary agilexrm@agilepoint.com
  15. 15. About Us AgilePoint has developed the first comprehensive Business Solution for the Microsoft xRM platform. AgilePoint’s deep enterprise experience and its utilization of the latest Microsoft technologies enable it to provide the first secure, reliable, scalable, and affordable solutions in the market. AgilePoint’s solution is designed to enable business users to quickly implement and deploy cross-functional and cross-organizational business processes in the form of process-based applications, all while in an easy-to-use process-modeling environment running on their desktops using reusable business activity modules and executable functional parts built by IT. AgilePoint founders are technology industry veterans in delivering value producing process-centric business solutions. AgilePoint aims to redefine the boundaries of enterprise-class performance and affordability by delivering a highly effective yet extremely affordable solutions to enable any enterprise to quickly achieve operational excellence and maximize return on investment. Our Objective To help any business attain the highest level of end-to-end business operational efficiency by becoming a process-managed enterprise faster, better, and cheaper. AgilePoint Company Proprietary agilexrm@agilepoint.com
  16. 16. Global Presence & Support Network AgilePoint Company Proprietary agilexrm@agilepoint.com
  17. 17. AgilePoint, Inc. - U.S. Headquarters 1916C Old Middlefield Way Mountain View, CA 94043, USA Tel: +1 650-968-6789 Fax: +1 650-968-6785 E-mail: info@agilepoint.com AgilePoint EMEA Industriepark De Bruwaan 35b 9700 Oudenaarde, Belgium Tel: +32 55 31.62.09 E-mail: info@agilepoint.eu AgilePoint Japan AgilePoint Iberia アセントン株式会社 Edificio Cuzco IV 〒141-0031 Paseo de la Castellana 141, 8º 東京都品川区西五反田 7-13-6 28046 Madrid SDI 五反田ビル 10F T: 91 572 66 84 Tel: +81-3-3505-8178 F: 91 572 66 21 Fax: +81-3-3505-8198 agilexrm@agilepoint.eu E-mail: japan@AgilePoint.com Website: www.AgilePoint.co.jp Agility for Dynamic Business AgilePoint China 上海市徐汇区龙华西路585号华富大厦21A4 邮编: 200232 Tel: +86-21-64695907 Fax: +86-21-64694171 E-mail: info@AgilePoint.cn Website: www.AgilePoint.cn AgilePoint Company Proprietary agilexrm@agilepoint.com

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