AgileXRM - Agility for Dynamic Business - March 2010

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AgilePoint Company Proprietary [email protected] Overview (March 2010)

description

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

Transcript of AgileXRM - Agility for Dynamic Business - March 2010

Page 1: AgileXRM - Agility for Dynamic Business - March 2010

AgilePoint Company Proprietary [email protected]

Overview (March 2010)

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AgilePoint Company Proprietary [email protected]

Microsoft’s VisionWhat is xRM?Challenges faced in xRMWhat is AgileXRM?

AgileXRM Form EngineAgileXRM Process EngineAgileXRM ArchitectureAgileXRM Screenshots

About Us

Presentation Content

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AgilePoint Company Proprietary [email protected]

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

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AgilePoint Company Proprietary [email protected]

What is xRM?

Microsoft Platform for building Line-Of-Business applications

Superior metadata-driven architectureSecurity

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

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AgilePoint Company Proprietary [email protected]

xRM is a Management-by-Data solutionEnd 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 ReportingNot business user enabled nor automatic

Dependency on highly qualified resources

Loss of AgilityCustom code causes agility to be lost

Challenges faced in xRM

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AgilePoint Company Proprietary [email protected]

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 processesVisual 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

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AgilePoint Company Proprietary [email protected]

AgileXRM Form Engine

Simple and familiar Form Designer for non-developers

Multiple Silverlight RIA Forms

Compound FormsExpose 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

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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

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AgilePoint Company Proprietary [email protected]

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.

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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.

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Rollback, Roll Forward

Flexibility in managing running processes. Rollback or jump ahead in a process, all at runtime.

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Process Migration

Exclusive functionality of visual on-the-fly migration of running processes. Maximum agility in adapting to change.

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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.

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AgilePoint Company Proprietary [email protected]

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.

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.

Our Objective

About Us

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Global Presence & Support Network

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AgilePoint Company Proprietary [email protected]

AgilePoint IberiaEdificio Cuzco IVPaseo de la Castellana 141, 8º 28046 MadridT: 91 572 66 84 F: 91 572 66 21

[email protected]

AgilePoint, Inc. - U.S. Headquarters1916C Old Middlefield WayMountain View, CA 94043, USATel: +1 650-968-6789Fax: +1 650-968-6785E-mail: [email protected]

AgilePoint EMEAIndustriepark De Bruwaan 35b9700 Oudenaarde, BelgiumTel: +32 55 31.62.09E-mail: [email protected]

AgilePoint Japanアセントン株式会社〒141-0031東京都品川区西五反田 7-13-6SDI 五反田ビル 10FTel: +81-3-3505-8178Fax: +81-3-3505-8198E-mail: [email protected]: www.AgilePoint.co.jp

AgilePoint China上海市徐汇区龙华西路585号华富大厦21A4 邮编: 200232Tel: +86-21-64695907Fax: +86-21-64694171E-mail: [email protected]: www.AgilePoint.cn

Agility for Dynamic Business