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Solution Brief




                 TOP TEN REASONS TO UPGRADE
                 TO SBM
                 Rapidly Create & Adapt Process Apps with SBM
                 We spoke to you. And we heard you loud and clear. Recognizing that what
                 matters to you is:

                   •	 Time to Value
                   •	 Adaptability
                   •	 Total Cost of Ownership
                 with Serena Business Manager (SBM), the next generation of TeamTrack and
                 Tracker, we have a renewed focus on delivering on your needs. Here’s our top
                 ten list of why you should consider moving to SBM now!

                 Rapidly Create Process Apps

                 Process app design has gotten a lot simpler in SBM! Quickly map out business
                 processes, assign roles, color code transitions, insert actions and more.
                 Associate forms with steps in the process. You can choose to build out your
                 process app either offline or online. Jump-start your process improvement
                 initiative and reduce time to deliver value by downloading and extending one of
                 our pre-built apps – choose from solutions for incident management, incident
                 escalation, case-to-issue, employee on-boarding, travel approvals, and much
                 more.

                 Easily Design Intuitive Forms

                 With the new forms designer in SBM, you can easily create rich forms that have
                 a familiar look-and-feel. Drag-and-drop fields from a palette, insert images,
                 bring in information from external sources using REST and Flex widgets and
                 present it to your users to help make them informed decisions and get work
                 done quickly. The new Office 2007 look and feel gives you all the expected
                 behaviors like right-hand quick menus and hot-key actions like undo and redo.
                 You can even convert forms into pdfs to easily share them with other process
                 participants.

                 Seamlessly Connect To Existing Infrastructure

                 We’ve made it easier to leverage your existing infrastructure and gather
                 information from disparate sources using web services and present it to your
                 users in real-time. You can integrate with systems within and outside of your
                 organization – right from within your process app design environment.

                                                                                                 1
Solution Brief




                 Simplify Change Management

                 With SBM, you can confidently move your process apps across environments
                 such as test, staging, and production - thanks to a full set of change
                 management capabilities. All your process apps are fully versioned so that they
                 can be easily tracked across environments.You can even choose to rollback to
                 an earlier version.

                 Accelerate & Bullet-proof Installations & Upgrades. Streamline
                 Administration

                 Let our new graphical configuration wizards guide you through the process of
                 installing SBM on your servers. You can now choose to perform a complete
                 installation or customize how you install the different SBM components on
                 separate servers. You can save your configuration settings and even import
                 settings from a previous installation. This significantly eases the process of
                 upgrading to our newest release.

                 With SBM, a process app can be moved in its entirety to a new destination, as
                 a single package, eliminating the need to re-build the app with every change in
                 environment. This reduces the administration overhead.

                 Fast-track Approvals - Right From Your iPhone

                 Leverage our latest innovation, SBM Mobile for iPhone®. From pricing
                 proposals to high priority support escalations and financial transactions that
                 need immediate review - you no longer have to be connected to a laptop to
                 keep work moving. We now have an app for that.

                 Track SLAs With Customizable Business Calendars

                 Now you can take advantage of custom calendars that account for business
                 hours and holidays, letting you escalate and report on tasks based on true
                 business hours, which means improved accuracy and reporting. And you only
                 get notified when you need to be, which is critical for managing service level
                 agreements (SLA) in your organization.

                 Zero-in On Process Bottlenecks With Rich Reports At Your Fingertips

                 Use the new out-of-the-box reports to quickly drill-down to the root cause of a
                 process bottleneck and then remediate the situation. With SBM, you can easily
                 define your own custom reports within the process app designer and choose to
                 embed these reports within SharePoint or a portal of your choice.


                                                                                                   2
Solution Brief




                                                    Facilitate Better Interactivity With An Improved Browser Experience

                                                    The new end user browser interface provides a cleaner and simpler way to
                                                    interact with the system. Now your users can add any location as a Quick
                                                    Link, make any report their default home page, control how many application
                                                    tabs are displayed, “playback” all the changes made to a particular item, create
                                                    descriptive labels for the forms that get displayed on their screens, plus a whole
                                                    lot more.

                                                    Dramatically Improve Process App Performance

                                                    New features introduced in SBM can dramatically improve your system’s
                                                    performance, increase scalability, and reduce resource utilization. Delve into
                                                    the details. Read our Performance Improvements in SBM whitepaper.

Leverage the Serena Upgrade Lab – for
free – to move to the newest release of
SBM. Register now.
                                                    ABOUT SERENA SOFTWARE, INC.
                                                    Serena Software allows enterprises to develop applications with confidence. Serena’s Application
Contact the Serena Support team at                  Lifecycle Management and BPM solutions are used by over 15,000 customers, including 96 of the
support@serena.com to learn more                    Fortune 100. Headquartered in Silicon Valley, Serena serves these enterprises from 29 offices in
about upgrading to SBM.                             14 countries. For more information on Serena, visit Serena.com.



                                                    CONTACT
                                                    Website: www.serena.com
                                                    Phone: 800-547-7827
                                                    Email: info@serena.com




Serena is a registered trademark of Serena Software, Inc. All other product or company names
may be trademarks of their respective owners, and their use is intended for identification purposes
only and not in association with or as sponsorship or endorsement by such owners. ©2010 Serena
Software, Inc. All Rights Reserved.
                                                                                                                                                  3

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Top 10 reasons to upgrade to SBM

  • 1. Solution Brief TOP TEN REASONS TO UPGRADE TO SBM Rapidly Create & Adapt Process Apps with SBM We spoke to you. And we heard you loud and clear. Recognizing that what matters to you is: • Time to Value • Adaptability • Total Cost of Ownership with Serena Business Manager (SBM), the next generation of TeamTrack and Tracker, we have a renewed focus on delivering on your needs. Here’s our top ten list of why you should consider moving to SBM now! Rapidly Create Process Apps Process app design has gotten a lot simpler in SBM! Quickly map out business processes, assign roles, color code transitions, insert actions and more. Associate forms with steps in the process. You can choose to build out your process app either offline or online. Jump-start your process improvement initiative and reduce time to deliver value by downloading and extending one of our pre-built apps – choose from solutions for incident management, incident escalation, case-to-issue, employee on-boarding, travel approvals, and much more. Easily Design Intuitive Forms With the new forms designer in SBM, you can easily create rich forms that have a familiar look-and-feel. Drag-and-drop fields from a palette, insert images, bring in information from external sources using REST and Flex widgets and present it to your users to help make them informed decisions and get work done quickly. The new Office 2007 look and feel gives you all the expected behaviors like right-hand quick menus and hot-key actions like undo and redo. You can even convert forms into pdfs to easily share them with other process participants. Seamlessly Connect To Existing Infrastructure We’ve made it easier to leverage your existing infrastructure and gather information from disparate sources using web services and present it to your users in real-time. You can integrate with systems within and outside of your organization – right from within your process app design environment. 1
  • 2. Solution Brief Simplify Change Management With SBM, you can confidently move your process apps across environments such as test, staging, and production - thanks to a full set of change management capabilities. All your process apps are fully versioned so that they can be easily tracked across environments.You can even choose to rollback to an earlier version. Accelerate & Bullet-proof Installations & Upgrades. Streamline Administration Let our new graphical configuration wizards guide you through the process of installing SBM on your servers. You can now choose to perform a complete installation or customize how you install the different SBM components on separate servers. You can save your configuration settings and even import settings from a previous installation. This significantly eases the process of upgrading to our newest release. With SBM, a process app can be moved in its entirety to a new destination, as a single package, eliminating the need to re-build the app with every change in environment. This reduces the administration overhead. Fast-track Approvals - Right From Your iPhone Leverage our latest innovation, SBM Mobile for iPhone®. From pricing proposals to high priority support escalations and financial transactions that need immediate review - you no longer have to be connected to a laptop to keep work moving. We now have an app for that. Track SLAs With Customizable Business Calendars Now you can take advantage of custom calendars that account for business hours and holidays, letting you escalate and report on tasks based on true business hours, which means improved accuracy and reporting. And you only get notified when you need to be, which is critical for managing service level agreements (SLA) in your organization. Zero-in On Process Bottlenecks With Rich Reports At Your Fingertips Use the new out-of-the-box reports to quickly drill-down to the root cause of a process bottleneck and then remediate the situation. With SBM, you can easily define your own custom reports within the process app designer and choose to embed these reports within SharePoint or a portal of your choice. 2
  • 3. Solution Brief Facilitate Better Interactivity With An Improved Browser Experience The new end user browser interface provides a cleaner and simpler way to interact with the system. Now your users can add any location as a Quick Link, make any report their default home page, control how many application tabs are displayed, “playback” all the changes made to a particular item, create descriptive labels for the forms that get displayed on their screens, plus a whole lot more. Dramatically Improve Process App Performance New features introduced in SBM can dramatically improve your system’s performance, increase scalability, and reduce resource utilization. Delve into the details. Read our Performance Improvements in SBM whitepaper. Leverage the Serena Upgrade Lab – for free – to move to the newest release of SBM. Register now. ABOUT SERENA SOFTWARE, INC. Serena Software allows enterprises to develop applications with confidence. Serena’s Application Contact the Serena Support team at Lifecycle Management and BPM solutions are used by over 15,000 customers, including 96 of the support@serena.com to learn more Fortune 100. Headquartered in Silicon Valley, Serena serves these enterprises from 29 offices in about upgrading to SBM. 14 countries. For more information on Serena, visit Serena.com. CONTACT Website: www.serena.com Phone: 800-547-7827 Email: info@serena.com Serena is a registered trademark of Serena Software, Inc. All other product or company names may be trademarks of their respective owners, and their use is intended for identification purposes only and not in association with or as sponsorship or endorsement by such owners. ©2010 Serena Software, Inc. All Rights Reserved. 3