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<ul><li> 1. Process Automation and Workflow customizationWithPresented byDecember 4, 2012</li></ul> <p> 2. Workflow Solutions Engine IntroductionWant to have your own module/tool to manage Defects, Requirements, Test Cases, Issues,Risks or any of such items! Build one yourself with absolutely zero coding using our Turn-Key workflow solutions engine OZONE.A web based platform for process automation and workflow customization.Your module can have its own workflow, fields, rules,roles, privileges notifications, reminders, reports and lotmore to suite your specific processesRequires no technical know-how to build and customizeVery little time to ramp up. Almost flat learning curve .Hit the ground running in as little as a dayDo not copy or distribute. Proprietary and Confidential to Xyon Products &amp; Services LLC 2 3. Workflow Solutions Engine Example processes that can be automated Central Repository for CRs and WRs Change and Work Review CRs approve/reject/defer CRsRequests Slot WRs into projects/Releases Central repository for business and systemBusiness and Systemrequirements Requirements Map requirements to WRs/Projects/Releases Mechanism for requirements review and base line Manage Issues and Risks of your project Setup alerts/NotificationsIssues and Risks Link issues/Risks with tasks or work items in your project/release Do not copy or distribute. Proprietary andConfidential to Xyon Products &amp; Services LLC3 4. Workflow Solutions Engine Examples ContinuedCollaboration Online view of who is working on what Monitor the progress of work continuously process Identify whats blocked via issue/risk notificationsProject change Manage changes to the in-flight projects such as change in scope, budget, timelines, schedules and resources Controls Create test cases for a project/releaseTest Cases Link the tests cases with the requirements Manage defect through their life cycle Defects Link defects with test casesDo not copy or distribute. Proprietary and Confidential to Xyon Products &amp; Services LLC 4 5. Workflow Solutions EngineHow it works? Think of a process which you need to automate such asRequirements Test Cases DefectsIssues/Risks Change RequestsChoose out-of the box process or Come-up with your own process Build a module using Ozone (no coding required)Implement your process using the Module you just built Do not copy or distribute. Proprietary andConfidential to Xyon Products &amp; Services LLC5 6. Workflow Solutions Engine Modules are Template Driven Template is a specification where asIn Ozone, your Module will be ready asModule is a product created accordingsoon as you create a Templateto that specificationTemplates consist of Fields Of several types Dependent List Fields Auto Filled Fields Derived /Calculated Fields Roles &amp; Privileges Users Tabs/ Screens Lists Grids Alerts Reminders Workflow Filed dependencies by field and by role Field value transitions Field Edit Permissions Do not copy or distribute. Proprietary andConfidential to Xyon Products &amp; Services LLC6 7. Workflow Solutions Engine Template Types - Created at project/Team level.- Can be copied to other teams /Localprojects. - Copy can be updated.TemplatesTypes- Created at company level. - Can be used in any team or project.Enterprise - Project/team level customization can be done without impacting the enterprise template or others teams using the same templateDo not copy or distribute. Proprietary and Confidential to Xyon Products &amp; Services LLC7 8. Workflow Solutions Engine Enterprise TemplatesEnterprise Level Template Inherit to a Project/Team Apply Project Specific CustomizationNot allowed toWill not impactCan Add Will not impacttouch other teams/Edit/Delete Sourceinheritedthat inheritednew featuresTemplate features same templateFlexibility At Standardization Local LevelAcross EnterpriseDo not copy or distribute. Proprietary and Confidential to Xyon Products &amp; Services LLC8 9. Workflow Solutions EngineOut of the Box Enterprise Templates Change and Work Requests RequirementsTest CasesDefectsMore coming soonDo not copy or distribute. Proprietary and Confidential to Xyon Products &amp; Services LLC9 10. Workflow Solutions EngineLocal TemplatesCreated from scratch locallyProject/Team LevelAdd/Edit/Delete Template Copied FeaturesCopied from anotherprojectAdd/Edit/Delete New FeaturesDo not copy or distribute. Proprietary and Confidential to Xyon Products &amp; Services LLC10 11. Workflow Solutions EngineTemplate Features and Capabilities Field ControlsSingle Line Text Boxes Multi Line Test Boxes Radio Button ListsCheckboxes Combo Boxes/Dropdown Lists Calendar ControlsLabelsAnd many moreDo not copy or distribute. Proprietary and11 Confidential to Xyon Products &amp; Services LLC 12. Workflow Solutions EngineTemplate Features and Capabilities(continued)Field Types Fields of type drop-down list that are related as parent and child fieldsUser FilledFields All other user filled fieldsFieldsFields whose values are calculated based on values ofone or more other fields.Auto Filled Fields populated with values from predefined data sources. They can be of two types 1. Always auto populated and 2. One time auto populated and then read-only Do not copy or distribute. Proprietary and12Confidential to Xyon Products &amp; Services LLC 13. Workflow Solutions EngineTemplate Features and Capabilities (continued) Define rolesRoles and Add privileges to the roles.Privileges Modify privileges Search and Add Users to the ProjectUsers Remove users from Project Assign roles to users Divide your web module into multiple tabs/screens and organize Tabs/ fields into those tabsScreens Move fields between tabs Change tab sequences Source data for fields in your module by defining queries toExternal external databases Data Web Services (future enhancement) Do not copy or distribute. Proprietary and13Confidential to Xyon Products &amp; Services LLC 14. Workflow Solutions EngineTemplate Features and Capabilities (continued) Define your own lists and values for the project entityLists Associate the lists with fields Define custom tables and data entry controlsGrids Add, Edit and Delete data using the data entry controls Example: Test Script steps Define notifications called alerts based on field value changes Can alert all users with a role or any particular userAlerts One alert can be used for multiple fields and multiple roles canbe notified with one alert Type1: Reminders (notifications) based on Time Lapsed with orwithout condition(s)Reminders Type2: Reminders based on Condition(s) only Set frequency and expiry for reminders Do not copy or distribute. Proprietary and 14Confidential to Xyon Products &amp; Services LLC 15. Workflow Solutions EngineTemplate Features and Capabilities (continued) Manage Field Edit Permissions Define Field Dependecy Rules Workflow Field Value Transition Rules - By Field Field Value Transition Rules - By Role Add associations between items of same of different entitiesAssociations Example: Link a work request #10 with a production ticket #100 Add, Edit and Delete DB Connections to external databasesExternal Call web services and use the response data in Ozone project Integrations entity (future enhancement) Do not copy or distribute. Proprietary and15Confidential to Xyon Products &amp; Services LLC 16. Workflow Solutions EngineTemplate Features and Capabilities (continued) Create standard reports for any project entityReports and Create personal reports for any project entityGraphs Export reports into excel file and save to your local file system Create your own dashboardsDashboards Source the data for your dashboards from the reports created Copy templates from one project-entity to anotherTemplates Use enterprise level template to an entity of a project and add project specific customizations Built-in features for submitting, approving and processing project/Entity/Template/User related services requestsServicebased on user titles and authorities Requests Tightly integration with Organizational Levels, Titles and Authorities Do not copy or distribute. Proprietary and16Confidential to Xyon Products &amp; Services LLC 17. Workflow Solutions Engine User Categories in OzoneDo not copy or distribute. Proprietary and17 Confidential to Xyon Products &amp; Services LLC 18. Workflow Solutions EngineUser Categories(continued) Defines enterprise templates/modules Defines Org levels and approval authorities Defines Org titles and assigns levels to the titlesTool Admin Create, delete, backup, restore, activate, deactivate and archive projects Adds/Deletes users to the tool Handles all types of service requests except those that are meant for Project Administrators Manages all entities in a project Customizes Project Entities Add/Remove fields, define alerts, define Project roles and privileges etc Admin Add/Remove users, change their roles and privileges Create standard reports View, Add, Edit Items to Any Entity Project View, Add or Edit Standard or Personal Reports Users View, Add, Edit, Cancel, Approve RequestsDo not copy or distribute. Proprietary and 18 Confidential to Xyon Products &amp; Services LLC 19. Workflow Solutions EngineOzone High-lightsZero coding Turn-Key workflow solutions engineOne tool that can support many processesUnique blend of Enterprise Standardization and Local Customization, enforces governance,facilitates standardization across the company and at the same time leaves room for customizationat individual team levelBuilt in templates ready to use out of the box or build new templates from ground-up according toyour processCreate template once and reuse any where any number of timesRequires no technical know-how to build and customizeVery little time to ramp up. Almost flat learning curve . Hit the ground running in as little as a dayDo not copy or distribute. Proprietary and 19 Confidential to Xyon Products &amp; Services LLC 20. Workflow Solutions Engine Ozone High-lightsNew Features Graphs Dashboards Record locking Cross project Reports Scheduling report executionModulesData EntryTraceabilityReports and DashboardsFlexibility and StandardizationAdministration Do not copy or distribute. Proprietary and 20Confidential to Xyon Products &amp; Services LLC 21. Workflow Solutions Engine Our ServicesProcess consulting Change and work requests Issues and Risks Requirements Project delivery collaboration Test Cases Defects etc.Product Consulting User training Product customization and configuration Do not copy or distribute. Proprietary and 21Confidential to Xyon Products &amp; Services LLC 22. Workflow Solutions EngineQ&amp;A???Do not copy or distribute. Proprietary and Confidential to Xyon Products &amp; Services LLC22 23. Workflow Solutions EngineNext StepsDiscuss Next StepsDo not copy or distribute. Proprietary and Confidential to Xyon Products &amp; Services LLC23 24. ContactsFor More Details Please contact: Ken Millerkmiller@scalarusa.com847.271.6447 WHERE QUALITY IS THE QUEST!Do not copy or distribute. Proprietary and Confidential to Xyon Products &amp; Services LLC24</p>