AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrmAgilePoint, Inc. agilexrm@agilepoint.com www.agilepoin...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
Management-by-Data
When a user opens CRM, he/she
shou...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrmAgilePoint, Inc. agilexrm@agilepoint.com www.agilepoin...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrmAgilePoint, Inc. agilexrm@agilepoint.com www.agilepoin...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
Microsoft xRM provides with
Dynamics CRM a flexible
p...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
PROCESSES
FORMS
DIALOGS
REPORTING +
Extended value fo...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
PROCESSES
Comprehensive and visual Process Designer u...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
FORMS
Simple and familiar Form Designer for non-
deve...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
Comprehensive Dialogs
• Dialog Page steps: for user i...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
REPORTING
& MONITORING
Graphical Business Process Mon...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
“AgilePoint has enabled
many companies to deliver
mis...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrmAgilePoint, Inc. agilexrm@agilepoint.com www.agilepoin...
AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
AgilePoint, Inc.
1916C Old Middlefield Way
Mountain V...
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CRM meets BPM, AgileXRM

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AgileXRM extends the Dynamics CRM/xRM platform by enabling modeling and deploying end-to-end business processes and dialogs using Microsoft Visio: full processes management that can be rapidly and easily adapted to respond to the changes demanded by the modern organizations.

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CRM meets BPM, AgileXRM

  1. 1. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrmAgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm CRM meets BPM:
  2. 2. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm Management-by-Data When a user opens CRM, he/she shouldn’t need to think “What do I have to do?” or “How do I do it?”, rather, the user should be prompted by a list of tasks to complete, with each task having all the info needed for completing the task and including information from external sources. Management-by-Process AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
  3. 3. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrmAgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm CRM platform … things like implementing end-to-end processes are hard because disparate techniques like workflow, plug-ins or JavaScript need to be used. To involve external systems and people requires more custom coding which in turn means high dependency on qualified developers; and with coding there is always “loss of agility”. Challengesinthe When business logic in plug-ins needs changing, this causes unmanageable deployment issues, … a DLL hell. overcomes these challenges keeping the xRM platform purely metadata-driven and converts it into a management-by-process framework, where configuring replaces coding, bringing back Agility to the whole platform
  4. 4. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrmAgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm Process is everywhere! “Process - the backbone of business. Every unit of execution in a business can be distilled into some kind of process. It could be an order approval, an expense report submission, a workflow, the fact of the matter is that process is everywhere!” Kirill Tatarinov Corporate VP, Microsoft Business Solutions
  5. 5. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm Microsoft xRM provides with Dynamics CRM a flexible platform that combines prebuilt configurable functionality on a highly flexible service-oriented architecture that rapidly accelerates application delivery: • the data model, • the security model, • the relationships between elements in the system, • the presentation layer AgileXRM extends the Dynamics CRM/xRM platform by enabling modeling and deploying end-to-end business processes and dialogs using Microsoft Visio: full processes management that can be rapidly and easily adapted to respond to the changes demanded by the modern organizations AgilePoint is a true, model-driven .NET BPMS with a clean and open architecture. It enables the support of dynamic processes throughout the entire Microsoft software stack (*) (*) Gartner Magic Quadrant for Business Process Management Suites, Jim Sinur, Janelle B. Hill. Publication Date: 18 October 2010/ID Number: G00205212 meets BPMCRM
  6. 6. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm PROCESSES FORMS DIALOGS REPORTING + Extended value for the xRM platform
  7. 7. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm PROCESSES Comprehensive and visual Process Designer using MS Visio End-to-end business process design: Full data life-cycle management inside xRM Zero down-time for deployment of new versions of processes Simplified Exception management Full Version Control, Multiple versions can run simultaneously Powerful Runtime management • Rollback or Roll-forward within a running process • On-the-fly visual Migration of running instance(s) from one version to another Easily interact with external users Simple to involve external systems: SAP, SharePoint, DBs, WS, etc. Extensive Workflow patterns supported • Covers the majority of business use cases out-of-the-box Make sure processes move forward • Multiple Notification mechanisms to make sure users are duly reminded of their tasks • Create escalation routes after timeouts Existing xRM Workflows are reusable within the processes Further extendable with Visual Studio • For adding custom steps or connectors using .NET The model is the application: Design in MS Visio … … and straight Execute within Dynamics CRM
  8. 8. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm FORMS Simple and familiar Form Designer for non- developers • Create with Point-and-Click, and Deploy with no compilation • Forms designed and rendered using Silverlight Activity-based forms • Because different info is needed at different steps of the process Compound Forms • Expose all related data necessary for the user  Via chaining of relations of entities  Via external data sources  Embed child-entity grids anywhere on your forms • Filtered Lookups • Hierarchical Picklists • Advanced Validation at UI level Further customizable and extendable • With Expression Blend  For changing Look & Feel • With Visual Studio  For adding custom logic in .NET • Third-party Silverlight controls can be added For CRM users, as well as external users AgileLightForms, Silverlight Form Designer AgileLightForms can be consumed within Dynamics CRM as well as in Web
  9. 9. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm Comprehensive Dialogs • Dialog Page steps: for user interaction • Automatic System steps: for system interaction User Navigation • Navigating around pages  Back & Next, History, Option buttons • Session Persistence  if the browser closes unexpectedly, the session resumes in the same point when the browser reopens. Controlled Data Entry • Text, Password, Date Time, File Upload, Tip-Help controls • Validation associated to control, Conditional Behavior Flexible Selection of Dynamic Data • OptionSet & Dynamic LookUp filtered values • Simple & Multiple selection, Drop-down, Radio button, check-boxes, Selection Grid, List value, Look-up list value Flow Control • Every Dialog is part of a dynamic visual process. It is the process that governs the Dialogs • Elements in the Flow include: Single Condition, Multiple Condition, SubDialogs Synchronous & Asynchronous External Calls • Interaction with other Dynamics CRM data and other systems using Web Service Calls. Extendable Customization with Visual Studio • Use third party controls In the Dialog Pages to extend the way data is captured and/or presented Dynamic Dialogs are web-based and configurable by the user “Create and deploy” with no compilation Dialogs get contextual data in and out different systems: combine and integrate seamlessly with Dynamics CRM Every Dialog is part of a visual Process with full track history and versioning DIALOGS AgileDialog Sample screens and using a Bing Maps control AgileXRM flow for a sample AgileDialog
  10. 10. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm REPORTING & MONITORING Graphical Business Process Monitoring customized by configuration Metadata based dynamic filtering Real Time process status monitoring • Allows projecting any process data on the model SLA type on demand report Drill down to process instance and real time process management • Directly from the model, the user can take actions on the process flow (i.e. reassign, roll-back, jump forward etc.) Role based data access AgileMonitor allows the user define data points for further analysis on time and take action upon it. AgileMonitor allows the user to project process data on the filter view.
  11. 11. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm “AgilePoint has enabled many companies to deliver mission-critical, process- based applications. In many cases, it is also being adopted as a global or regional platform on which customers can create processes numbering from the dozens to more than 100 in record time (including many mission-critical, cross- functional or B2B core business processes)” Publication Date: 13 April 2011 ID Number: G00211323. Gartner Cool Vendors in Business Process Management, 2011 Michele Cantara, John Dixon, Janelle B. Hill, David W. McCoy, Jim Sinur “Many Gartner clients continue to report a range of benefits from AgilePoint's product. The positive attributes articulated most often include the product's intuitive interface and ease of use by both business and IT roles; rich semantic expressiveness; effective integration with other Microsoft platform technologies (including SharePoint, Office, SQL Server and BizTalk)” About Us
  12. 12. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrmAgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm About Us Microsoft Office/SharePoint "14" TAP Program Microsoft Business Process Alliance Charter Member (Feb 2007) Microsoft Dynamics CRM Metro Program “AgilePoint is a true, model-driven .NET BPMS with a clean and open architecture. It enables the support of dynamic processes throughout the entire Microsoft software stack…” “AgilePoint customers are some of the most advanced BPM organizations we find — which is especially unusual among Microsoft-centric, midsize companies. Customer references use AgilePoint with mission-critical processes and broad deployments.” 18 October 2010/ID Number: G00205212, Gartner Magic Quadrant for Business Process Management Suites Jim Sinur, Janelle B. Hill Microsoft Managed ISV Certified Partner BPM Solution for the Microsoft Citizen Service Platform AgilePoint & Microsoft
  13. 13. AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm AgilePoint, Inc. 1916C Old Middlefield Way Mountain View, CA 94043, USA Tel: +1 650-968-6789 - Fax: +1 650-968-6785 agilexrm@agilepoint.com www.agilepoint.com/agilexrm All company and product names contained in this document might be protected trademarks of the respective entities. All information contained herein may be changed at any time if required, without any prior notification and may not be reproduced or circulated in any form without the prior written approval of AgilePoint, Inc.. In no event shall AgilePoint, Inc. be liable for the completeness of the information contained in this document. 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 Contact us at agilexrm@agilepoint.com Thank you for your time

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