Information To The Hand Cover Sheet V1.2March 2014 RequestHub - Information to the Hand

Information To The Hand

Cover Sheet

V1.2March 2014

RequestHub - Information to the Hand

A bit of background on us

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Been in business for 16 years

Privately owned, profitable and based in Birmingham

50 + staff

Custom Application Development including Desktop, Browser, Tablet and Phone

Microsoft centric technology Partner

Information Management – BI, SharePoint and Data Platform

Azure Cloud and O365


‘Information to the Hand’ – what do Customers tell us they want and need?

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Information on your terms – to suit the location, role and device

Timely, believable and accurate Information

Ability to get Information anywhere, lets say via email

Find, request and off-line browse information easily

Field based users want simple information, not fancy graphics (the form factor is too small)

One single version of the truth

Single pane of glass – leverage existing Information and functionality in one place


Before RequestHub was born, there was Report Mailer – what is this?

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An ability to request Dashboards, Reports and Information via email using any email enabled device

No concerns over data security, we leverage existing exchange security policy

Users can request reports even when not online

An ability to extend the reach of BI and Information delivery to everyone

Send a report request, ‘ReportMailer’ runs the report real-time, creates PDF, attaches it to an email and sends it back to you

Seamless integration into Microsoft Exchange, O365 and any SQL Server based reporting


On-premise, Hybrid or Azure Cloud – the Customer can choose

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Current Report Mailer solution


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How the RequestHub App transforms this


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This is the main menu screen. Most requests can be done from here. By the

way, its pretty straight forward to build new buttons

to launch your requests

You can request stuff such as BI Dashboards, Reports,

Documents from SharePoint or Information. Also, actions can be requested such as

Refresh Cube, upload document, etc.

Touching Clients and Projects Button takes you to

a view of Customers and Projects. These could be

Brands, Stores, or sites, etc. Changing the user journey is

pretty straight forward…

Swipe left for recently viewed Clients/Projects and again for

favourites. These can be followed if you are returning

to them frequently


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Once a Customer has been selected, all projects are

listed. Different icons represent project types and some further information is

surfaced from CRM

Select a Project and will see further detail from multiple

LOB systems – CRM (Salesforce), .Net Timesheet

system and SharePoint

You can request the project Dashboard from here to be

emailed to you, or downloaded direct to your

hand in RequestHub


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If you wish, you can create a tile on your Windows Phone home screen so that you can

navigate directly to it

Follow and un-following projects to add/remove them from your Favourites, great for when Project Managers

are looking after certain projects

Once you have requested your Dashboard or any other existing Microsoft BI asset, you get a Toast notification

telling you its on its way

Swipe left to see the list of the Consultants that are assigned to the project


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Select the Consultant assigned to the project for more actions and requests

You can request the Consultants Dashboard to

see what else they are assigned to, etc., what holidays do they have

booked, call them directly from here as ask about the

project

Swipe left again to see the list of the documents for this

project. These are stored and fetched from a SharePoint

document workplace. Contextual to the project, not

simply a document list

Document type, author and date/time metadata is also

displayed. Touch to download or get it emailed to you…


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When you request a report or document to be delivered via email, this is what you get.

Works with O365 in Azure or on-premise Exchange

The report is simply PDF’d and sent to you. If you

request a document, you get it in Word, Excel, etc.

Delivery via email leverages your existing security policies

too If you are without a data signal i.e. on the Tube,

RequestHub will simply place the request in a queue until signal returns, the email will

be delivered in the same way all of your others do


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Here is an example of a Dashboard viewed on the

Phone, if screen space is an issue, simply forward to

another device such as a Windows Surface tablet

Here is one of my projects that I created a Live Tile on my Home screen earlier. I can navigate directly to the

Project from here.


HRequesting

documents is easy.

Here is a list of previously request Dashboards, reports or documents.

Simply touch the item to request an update to be

sent.

The same process applies to items downloaded directly to the Phone.

All documents are stored securely in a sandboxed

area of the phone.


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Finally Search. RequestHub will find any Projects, Documents or

People – on the Phone first and then in SharePoint

Although SharePoint documents can be

accessable on a Windows Phone, don’t forget these can be downloaded and

emailed

As soon as Windows 8.1 is released, the Tablet and desktop modern day App

will be next….

What does the Windows Phone app do (tablet coming soon)?

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Simple and intuitive experience to Search for and request information

Ability to view Dashboards, Reporting, Documents and request actions whilst offline

History and Favourites can be stored locally with the App

The App can search, find and request documents (and in document sets) from SharePoint too

Leverages existing BI/SharePoint solutions, Azure and O365/email exchange

Trigger actions such as upload documents to CRM and SharePoint, cube refresh, etc.


Delivery via email, direct to mobile or browser

Uses for the Apps


Professional Services - Requesting Project, resource and people information

Construction – Requesting the latest version of a set of plans whilst on-site

Retail - Obtaining Stock and Merchandising information – Supermarkets, Product vendors

Legal – up to date cases matters and project billing

Retail Banking - Looking up Sales and Service performance

Outsourcing – Getting the latest service delivery and helpdesk statistics

Flexible costs – App development, per user or report/action request billing

Why bring us into your Customers?


We will help accelerate the adoption of Apps

Already have App building experience and existing soloutions

Help to drive the use of Tablets and Phones

First ‘Projects’ App (surface) available in the Windows Store

Leverage other Microsoft investments i.e SQL, BI, Azure, SharePoint

Offer real world benefits – Mobile BI – pervasive field based use

Other solutions include….


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This is our first App designed for a Windows 8

touch Device.

It provides a ‘single pane of glass’ experience

bringing together many disparate systems

Aggregated Sales numbers from our CRM in the cloud,

but surfaced via Azure mobile services

Manage Pipeline and won projects through the entire

project lifecycle


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Similar to RequestHub, you

can following Projects

and people


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Drill down into Project detail to see

financial, deal information, etc.

Track Project delivery progress vs

planned, spot if overrun may occur


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Get even more information on the project time breakdown, that comes from our Time

Management solution hosted in Azure

Bring together Project Management based

information from SharePoint


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Integration with Bing Maps shows the location

of Customers and Projects


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We have also designed and built our SharePoint Intranet

to be touch and tablet friendly


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Fully integrated with CRM, SQL, BI, Azure and mobile

gives one unified experience

Oh by the way, this is where RequestHub fetches the

documents from for a Project in the mobile App


Thank you – Any Questions?