2. Agenda
Microsoft |
Get2Modern
Squeeze | Out of
SharePoint...…
09:45 Introduction
09:50 Microsoft O365 Updates & Overview
10:30 Qorus Document generation
10:40 Collaboris Policy management
11:00 Coffee Break
11:20 VisualWeb Portal aesthetics
11:30 Introducing Nintex & Workflow
12:00 Formotus Mobile forms
12:20 CloudAlley O365 Backup
12:35 Event Close & Summary
12:50 Lunch
3. Microsoft Solutions Architect | O365
Qorus | DocGen | Document generation
Collaboris | DocRead |Policy management
VisualWeb | Portal aesthetics
Nintex | Workflow
Nviron Formotus | Mobile forms
Layer2 | Cloud data synchronisation
Nviron CloudAlley | O365 Backup
Nviron Solutions team
Microsoft |
Get2Modern
Squeeze | Out of
SharePoint...…
Introductions…
Sean Taylor
Paul Rollason
Helen Jones
Dennis Laakso
Antony Ford
Howard Kelly
Lars Falinski
John Gaskell
Gary Byrne
4. Event
Ambition….
Microsoft |
Get2Modern
Squeeze | Out of
SharePoint...…
Increase understanding in how to Squeeze more out of SharePoint
Outline just how versatile and capable SharePoint can be
Describe clever, appropriate and flexible solutions and use cases
Introduce Nviron's technology partners
10. Need a simpler and
more cost effective
way to sell Office
apps to SMBs
We need to move
between plans as
our needs and
business grow.
We expect the ability to
combine plans to meet
our needs – without
worrying about which
plans work together.
I need functionality
available in the
Enterprise plans
Simplify the
upsell and cross-
sell process
Fewer blockers and
dead ends in the
sales process – no
‘gotchas’ or ‘catchs’
More simple on-
ramps to the cloud,
to get customers
started.
Choosing the right
plan for me & my
employees needs to
be easier.
13. Business Enterprise
Business
Business
Essentials
Business
Premium
ProPlus E1 E3
Target
Customer
Price per user per month £ (with annual commitment) £7 £3.10 £7.80 £10.10 £5 £14.70
Seat Cap 300 (for each plan) Unlimited
24/7 phone support from Microsoft1
Critical issues All issues
Standard
Services
Install Office desktop applications on up to 5 computers per user (Office) Business2 Business2 ProPlus3 ProPlus3
Access to Office apps and documents from all major smartphones and iPad
Office Online - online versions of core Office apps for collaborating on documents
OneDrive for Business – Unlimited personal online document storage
Email - 50 GB email, contacts, shared calendars (Exchange)
Online meetings - Web conferencing, IM, video, presence (Lync)
Sites - team collaboration & internal portals, public website (SharePoint)
Private social networking (Yammer)
Advanced
Services
On-premises Active Directory synchronization for single sign on
Supports hybrid deployment with on-premises servers
Upcoming services: Delve, Video content management
Legal compliance & archiving needs for email – archiving, eDiscovery, mailbox hold
Information protection – message encryption, rights management, data loss prevention
1. Business plans include business hours support for all non-critical issues
2. Includes Word, Excel, PowerPoint, Outlook, OneNote, Publisher
3. Adds Access, Group Policy, Telemetry, Shared Computer Activation (RDS), Push Deployment, Update Controls, IRM, DLP, BI, Enterprise Voice, Site Mailboxes, Archiving & Retention
14.
15. Save to the cloud by default
for automatic backup
Sign in to Office and access
the latest documents and
personal settings
Sync files to your devices
using SkyDrive Pro
for offline access and
automatic re-syncing
16. Use Office even when you
are away from your PC
Sign in to Office using any
browser and quickly stream
an Office application for
full-experience viewing and
editing
Close your work without
leaving traces on the
device
17. Work on documents
even when you’re
away from your device
and using an old or
non-Windows machine
18. View your project progress in
a single view on the team site.
Create a mailbox within
a site to keep track of
team communications
Use Project and
SharePoint together
to share and track
project information
19. Share directly from Office
applications
Easily share documents with others
Share documents from
OneDrive for Business or
SharePoint team sites
with controlled access
20. Delve highlights key
information of interest to
you, based on what you
are working on and the
actions of people in your
network.
25. DocGeneration is Qorus Software’s
template management product,
first launched in 2008.
Since then, DocGeneration has adopted
globally to support Document centric
business processes.
SharePoint Document Automation
Qorus SharePoint Document Automation
26. What is DocGeneration
DocGeneration allows you to create templates
that automatically merge the relevant
“approved” content (Data, Images, Documents,
Tables, PowerPoint slides) from SharePoint and
other enterprise systems to generate your
personalised document or presentation.
SharePoint Document Automation
27. Examples of DocGeneration in Business
Sales & Marketing
• Proposals
• Quotations
• Brochures
• Fact Sheets
• Order
Confirmations
• Order Processing
• Handover to
Operations
Operations
• Letters
• Contracts
• Leases
• Project Reports
• Internal Reports
• Investor
Statements
• Statements of
Work
Finance
• Invoices
• Statements
• Order
Confirmations
• Credit Control
• Supplier On-
boarding
• Client On-
Boarding
• Board Packs
• Audit Reports
HR
• On Boarding
• Training / Personal
Development
Plans
• Off Boarding
• Recruitment
Advertising
Documents, Financial Outputs, Reports, Forms, Presentations, Brochures & Leaflets
35. Which Edition of DocGeneration
Workgroup – Designed for a simple solution within a single
SharePoint site. Data must reside in SharePoint
Standard – Designed for solutions that cross multiple SharePoint sites.
Supports start-up rules, Excel, SQL and Web Services as a data source,
Enterprise – API access, enables workload allocation to alternative
servers, connectivity to web services, re-use base templates.
Ultimate – Unlimited Web Front Ends
O365 – App for O365 Users – Enables Document Automation
36. International Customers
Construction • Consulting • Energy & Mining • Financial Services • Government • Health Care • Insurance • IT • Legal • Pharmaceutical • Retail • Telecommunications
37. Why Choose Qorus DocGeneration…
• The need to create complex or variable documents
• Documents created as part of a workflow process
• Replaces Legacy / coded solution
• Reduce Operating Costs (where automation is possible)
• Meet Compliance (Remove / Reduce Risk)
• Facilitate future change (Rebranding / mergers / acquisitions)
• Push Documents into SharePoint
• Extend SharePoint Investment
39. Collaboris - who are we?
SP24 – 9000 attendees worldwide
SharePoint Community
LinkedIn group- 35,000 members
http://sharepoint-community.net/ 7,700 members
DocRead and DocSurvey
39
40. Our Software is…
Used in 15 countries worldwide
Licenced by end user
Used by:
40
42. DocRead
Essentially fulfils a basic requirement:
Helps disseminate information to the correct group of users
and monitors whether they have read it (or not!)
Any item that can be attached to a SharePoint library can be
assigned to users by DocRead.
42
43. DocSurvey
Creates tests or quizzes:
Quizzes can be linked with DocRead to test the users
understanding of the information sent
Stand alone mode also available
43
46. 46
Simple and Intuitive process:
User receives DocRead tasks
Follows link to access them
Self-certifies completion of the task
Reporting suite to monitor progress
47. 47
Next steps:
Please feel free to request…
our evaluation version
pricing and licensing details
personalised demonstration
48. 48
Thank You!
For more information please contact:
helen.jones@collaboris.co.uk
www.collaboris.com
51. What do we do?
1 SharePoint Templates
Intranet, Extranet and Public website templates
2 SharePoint Solution
Consulting, Development and Support
3 Custom SharePoint development
Special needs for our customer is our passion
52. We Are
Different
With Visualweb, you’ll have
Pixel perfect branding
Platform independent solution
Support for any end device
Guaranteed quality, budget and
schedule
Managed lifecycle and successful
rollout
We seek long term partnerships
We invest 100% in your success
71. Nintex is a world leader in software and cloud services
that empower organizations to automate everyday
business processes quickly and easily
5000+
customers
1000+
partners
22
languages
5 Million
licensed users
90+
countries
About Nintex
73. Globally Recognised Leader in Workflow
Nintex identified by Forrester as the most
utilized vendor to augment SharePoint.
1. Workflow for Office 365 won the People's Choice category,
2. Workflow for Office 365 won the Most Interesting SharePoint Scenario category
3. Workflow for Office 365 won the Most Downloaded SharePoint App category
4. Forms for Office 365 placed third for Most Downloaded SharePoint App category
5. Forms for Office 365 awarded as a finalist for the People's Choice category
77. Drag-and-drop workflow designer for Microsoft SharePoint
QUICK & EASY
• Workflow for Everyone
• Reusable templates and modules
• Rapid ROI
BUILT ON SHAREPOINT
• Simple deployment and management
• Easy Adoption
• No additional infrastructure costs
CONNECTED
• Internal and cloud integration
INTELLIGENT
• Real-time workflow status
78. Automate Project & Portfolio Workflows
QUICK & EASY
• Drag and drop designer within Project Server
• No code required
• Simple deployment and management
ENTERPRISE READY
• Ensure portfolio governance
• Automate actions and alerts
• Collaborate on project artifacts
CONNECTED
• Query project data using the Project Server Interface
(PSI)
• Connect to company wide Line of Business (LOB ) data
systems
• Integrate with Office 365 sites and utilize cloud services
via Nintex Live*
79. Web-based Forms Designer for Microsoft SharePoint
QUICK & EASY
• Forms for Everyone
• Empower business users
• Enhance developer productivity
• Design once
• Customize quickly
• Publish in an instant
ACCESS ANYWHERE, ANYTIME
• Secure access to SharePoint Users
• Publish to Public
• Publish to Mobile
WORKFLOW INTEGRATION
• Transform workflows into business applications
80. Cloud Connectivity Service on Microsoft Azure
QUICK & EASY
• Enhance and extend workflows
• Quickly add web services from online catalog
• No code
CONNECT PEOPLE, DATA & PROCESSES
• Disparate locations
• Hybrid and distributed deployments
• Best of breed cloud services
• Social Networks
SECURE DATA INTEGRATION
• Connect customers, suppliers
• Choice of authentication methods
81. Workforce Productivity, Anywhere, Anytime
QUICK & EASY
• Design workflows and forms in SharePoint
• Publish to multiple devices
• No Code
INTUITIVE & CONSISTENT
• Native device apps
• Familiar user experience
FROM SHAREPOINT TO MOBILE
• Real-time synchronisation of business process
• Secure Interaction
• On and Off-line
82. Now you can…
• Design and run workflows in the cloud
• Connect to a range of cloud services
• Design and run workflows in the cloud
• Integrate enterprise activities with out-of-
box actions
• Extend business processes outside of
your organization
Make Microsoft Office 365
• Easy
• Powerful
• Model “real” work
• Governable
• Connected to everything
• Available to everyone
Nintex for Office 365
88. Complex Business Forms Served Like
Apps
Easy to use Forms that capture data in
the Field
Work in online and offline
environments
Uses the Worlds Number One Forms
designer
Advanced Rules create rich forms
Meet the demands of business
Develop Once run on any device
Where a Form Meets an
App
Squeeze | Out of
SharePoint...…
89. Microsoft |
Get2Modern
Because InfoPath…
Formotus & InfoPath
InfoPath ‘retired’/ ‘brought back’ support through
2023
InfoPath 365 Form service (12 month notice
given/now extended)
Formotus still continuing support and development
New Products
XML Cloud designer to replace/surpass InfoPath
- Formotus Working with Microsoft on Transition
- The Formotus designer will work alongside
InfoPath
- The Formotus Conversion Engine will treat them
the same
- Customer can make transition over several years
Replacement Forms Services – FormsNow Q3
Dec 2014 Barcode Scanning
Jan 2015 Barcode creation
Feb 2015 CAML Submit to Multi lists
Nov 2014 Map location thumbnails
Squeeze | Out of
SharePoint...…
90. Not just a 1:1 Translation:
Design aspects
Opportunity to simplify
Same common problems
Enrich with controls
Possibility to reengineer:
Where a form meets an App
Where a Form Meets an
App
Squeeze | Out of
SharePoint...…
91. Demo 1 | Themed,
Simplified and Enriched
Squeeze | Out of
SharePoint...…
92. Microsoft |
Get2Modern
ICT Goods & Services
response
Demo 2 | Reengineering
‘When a form becomes
an App’
Squeeze | Out of
SharePoint...…
93. Summary
Design aspects:
Opportunity to simplify
Same common problems
Enrich with controls
Possibility to reengineer:
Where a form meets an App
Squeeze | Out of
SharePoint...…
97. What is CloudAlly…
Squeeze | Out of
SharePoint...…
• CloudAlly offers an easy and reliable backup solution for Office 365, Google and Salesforce.
• You can be selective on what you backup, either all of your users or only just a few.
• Full ISO 27001 certified Your data will be stored in Ireland’s AWS region and not in the US.
• Peace of Mind. Worries about lost or corrupted data a thing of the past.
• Easy download of the data to a local location.
98. CloudAlly | Set it, Manage it,
Access it…
Squeeze | Out of
SharePoint...…
101. Expert level solution provider and IT consultancy | On-premise | Cloud | Hybrid
Plan | Design | Develop | Configure | Deploy | Support
Longevity of engagement based on successful projects is our definition of success…
Our aim to become your Trusted Advisor | Supply and configure successful systems and projects
Why are we special.. It’s a people business | Skills | Dedication| Humour
Who are Nviron…
Squeeze | Out of
SharePoint...…
103. Who are
Nviron…Develop solutions to improve business process
Experts with On-premise SharePoint
Experts with Hybrid integration
Believe in helping your team achieve
Squeeze | Out of
SharePoint...…
104. Dedicated to Education O365 SharePoint, OneNote Class book creator, Cloud Federation
followed by complementary, Advanced LAN, Wi-Fi, Content management and Tablet/BYOD
practices from Dell plus new hardware for Classroom environments, 10 touch display
panels & 3D printing devices | Liverpool 27th February
Advanced Dell Networking, Firewall, Wireless, 10gbps, Enterprise upgrade | March 2015
Nviron | Further
events…
Register |
www.nviron.co.uk/events
106. Nviron | Further
events…
Register |
www.nviron.co.uk/events
Dedicated to Education O365 SharePoint, OneNote Class book creator, Cloud Federation
followed by complementary, Advanced LAN, Wi-Fi, Content management and Tablet/BYOD
practices from Dell plus new hardware for Classroom environments, 10 touch display
panels & 3D printing devices | Liverpool 27th February
Advanced Dell Networking, Firewall, Wireless, 10gbps, Enterprise upgrade | March 2015
One of the key benefits of Office 365 is that Microsoft has built Office 365 plans to meet the needs of many different customer types, and even different user types within the same organization. Here is a breakdown of what plans families are available within Office 365.
<click>
For Small and Medium sized customers, three of the plan families are most commonly purchased – Office 365 Small Business, Midsize Business and Enterprise.
[momentum] You’ve told us we can do even better.
Office 365 has delivered on the promise of the cloud – as a solution that is continuously up to date and improving. Microsoft has delivered hundreds of updates to the service since launch…including new features and services as well as platform updates. (See Appendix for slide with details).
One thing that hasn’t changed as quickly or as drastically in that time has been our SKU lineup – and this has been intentional, as changes to plans can be disruptive, if not executed correctly.
At the original launch of Office 365 in June 2011, we delivered a simple, low cost plan for SMBs, called Small Business. In Feb 2013, we launched Office 365 Midsize Business and Small Business Premium plans to help further address the SMB segment of the market, providing plans that combined the core Office 365 services with the full Office desktop applications.
These plans have been selling well. Microsoft has been actively soliciting feedback from customers and partners on how to improve. We’ve heard these things….[see speech bubbles on slide]
BE: google compete, high cap, low price
Core plans for SMBs – (why E4, Kiosk, and all standalones are not listed).
Advanced needs: Encryption, EOA, RMS, DLP, Enterprise voice, Oslo, video content management, BI tools in Excel, Office controls - Group Policy, Telemetry, Update Controls, Shared Computer Activation (RDS)
Transitions:
At renewal/manually – all supported
Switch plans – current core scenarios supported at 10/1, adding more as we go. Working on downgrades…but no dates to share right now for that.
Note – process is same for customers who have bought from an partner selling through Advisor model and customers who have purchased on Office365.com.
There is no use for Office on all your devices if you can’t get to your documents.
With Office 365, your documents are saved to the cloud by default so they are automatically backed up. You now have a “drive” in the cloud called SkyDrive Pro for documents that you are managing and working on but can also share with others (see screenshot, point to the SkyDrive Pro link at the top right bar)
Because everything is saved to the cloud, when you sign in to Office from any browser, you will always have the latest version of your documents follow you. See this list of your latest documents (point to the screenshot on the left). This also goes for settings like your personal dictionary and custom templates.
When your documents are saved in the cloud, you can also sync (point to the sync button on the top right) these files to your laptop or mobile devices so you can still access and work on them when you are offline. It will automatically re-sync it back to the cloud when you have your connection back.
So what about when you don’t have your devices with you?
Now you can use Office even when you are away from your devices. You can stream Office to any Windows 7 or Windows 8 machine and this could be a machine in a hotel foyer, for example, or at your parents' place where you are staying for the weekend.
Open the browser of that PC, log into Office, and click on “use Office on Demand” [Click], which will give you the choice to select the Office application you want to stream down [second click].
In just a matter of a couple of minutes, the application will stream down to the PC and you will have the rich Office experience to work on your documents.
Office doesn’t need to be installed on that machine or it’ll run side by side with an older version. You don’t even need to have administrative rights on the PC to do this
Once saved, the documents are stored in SkyDrive and the Office application is removed from the PC, leaving no traces of it on the device.
Office on Demand is just one way of using Office when you are away from the device. If you just need to make a quick edit or you are on a non-Windows machine, you can simply open the documents in a browser, using Office Web Apps.
Office Web Apps have now improved to provide you with the full-feature experience in your web browser so you can create new documents or edit using your favourite browser.
[Click]
With the new and improved Web Apps, you get more of the same ribbon experience that you are familiar with in the rich application. And more options will be added as we continue to make additions in the upcoming releases.
[Click]
Get updated editing functionality such as inline reply to comments as well as rich editing experience
With the choice of the rich Office experience with Office On Demand as well as the improved Office Web Apps, users get the best productivity experience when they are away from their personal computers.
With the new Office 365 team sites and Site Mailboxes, you can manage a project very easily right from within Outlook. Subscribe to one of the Site Mailboxes for a given project and it shows up as a separate mailbox in the Outlook navigation window. This happens for all members of the team that are invited to join by the Site Mailbox creator. Once visible, you can drag and drop any email from the personal mailbox to the team mailbox and the mail will be accessible by the entire team.
[Click]
You can also manage the documents related to the project from within Outlook. Click the Shared Documents folder under the team mailbox and you will see all the documents that are shared by the team related to this project. Drag any document from the email attachment to here or from the desktop and it is uploaded to SharePoint for the entire team to consume.
[Click]
In addition to managing emails and documents, you can edit the project tasks list on SharePoint and get a quick view at the progress of the project from the Team Site page.
All these enhancements are based on customer feedback to help you collaborate on projects easily.
In addition to making it easy to share documents and emails with a pre-set team structure, you also want to do ad-hoc sharing and also sharing with external partners or customers.
With SkyDrive Pro or any other document library within SharePoint Online, you can easily share documents from the preview pane. This preview pane helps ensure it is the right file you want to share.
[Click]
Or, you can also easily share documents from within each of the Office applications by clicking share.
In addition to making it easy to share documents and emails with a pre-set team structure, you also want to do ad-hoc sharing and also sharing with external partners or customers.
With SkyDrive Pro or any other document library within SharePoint Online, you can easily share documents from the preview pane. This preview pane helps ensure it is the right file you want to share.
[Click]
Or, you can also easily share documents from within each of the Office applications by clicking share.
Upload Guidance Notes to Supporting Information
View Allocations – show database searching and adding text
Suggest Content
Back to Allocations – Introduce Task Views and Other Tasks
This slide provides a background to DocGeneration, introduces business rules and emphasises the ease of adoption benefits of using MS SharePoint and Office
Examples of where DocGeneration is used
Summary of why people choose DocGeneration
Nintex is the world leader in workflow automation
Over 3,000 unique customers in over 90 countries
Over 1,000 partners worldwide
Over 5 Million licensed Workflow users
Built in over 22 languages
Every industry, all sizes of organizations automating millions of workflows of all shapes and sizes
Our Customers
We are globally proven with over 5,000 unique customers globally over 300 of the Fortune 500
Spanning all industries; everyone uses workflow for something
Nintex identified by Forrester as the most utilized vendor among third-party tools to augment SharePoint twice 2011 and 2013.
Forrester Research, Inc.’s reports by
Rob Koplowitz and John R. Rymer; (September 30, 2011)
Nintex is the world leader in workflow automation
Over 3,000 unique customers in over 90 countries
Over 1,000 partners worldwide
Over 5 Million licensed Workflow users
Built in over 22 languages
Every industry, all sizes of organizations automating millions of workflows of all shapes and sizes
The Nintex Workflow System consists of
Nintex Workflow – This allows you to automate business processes quickly and easily
Nintex Forms – Create, publish, and deploy Forms anywhere
Nintex Live – Connect to the cloud and other applications
Nintex Mobile – Give people the ability to work anywhere, anytime on any device
Over SharePoint Designer:
Easy to use. No code.
Visual designer without the need for Visio license
Connect to multiple applications and data using out-of-the-box configurable actions
Scheduled site workflows
Consolidated tasks list and reporting
Additionals here:
Advanced logic, state machine and looping possible
Integration with Nintex Form with no requirement for SharePoint Enterprise license to publish
User Defined Actions allow central management and updating of common business tasks (such as integration with Finance system)
InfoPath limitations:
IE only
No mobile
No CSS
No Javascript
Limited investment from Microsoft
Nervous customers/partners on future
Nintex Forms
Works in broswer, rather than client (at the moment)
Client-side in roadmap
Quick and easy Design
Targeted at business users
CSS enabled
Enables RegX field validation
Security model for input controls
