integration scenario: microsoft project online – microsoft ... · pdf fileintegration...

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Integration Scenario: Microsoft Project Online – Microsoft Office 365 Planner Would your business benefit from its project success being predictable and uniform? FluentPro Integration Hub makes the standardization and unification of processes attainable. By support- ing standard connectors and unique integration scenarios, this extensible Microsoft Azure SaaS platform facilitates the coordination and integration of processes among your business’ teams. Elevate the maturity level of your organization with FluentPro Integration Hub! Continuous business improvement depends upon well-defined business processes. To this end, Fluent- Pro was designed to equip organizations with automated integration of projects across platforms, thus enhancing cost and schedule performance and equipping managers with the tools they need to engage in more efficient and effective decision-making. Let’s start with a real-life integration scenario for Microsoft Project Online and Microsoft Office 365 Planner. Projects: • Name • Owner • Description Tasks: • Task name • Priority • Start/Finish • Resource • Any custom field Resources: • Resource name Assignments/Work: • Planned work • Actual work • Remaining work • Script-based maping rules • Any data transfor- mation • Full and selective sync • Automated or manu- al triggering of sync • Connection one project – to multiple systems Projects: • Name • Owner • Description Tasks: • Title • Priority • Start/Finish • Assigned to FluentPro, an independent software vendor, is a Microsoft Gold-Certified partner in Project Portfolio Man- agement competence. Since 2009, we’ve been delivering unique configuration management, migration and integration software products to meet and exceed businesses’ expectations from their Microsoft Project Server and Project Online usage. INCORPORATE FLUENTPRO INTO YOUR MICROSOFT PPM SUCCESS STORY. FluentPro Software Corporation | www.fluentpro.com | sales@fluentpro.com | +1-855-358-3688

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Page 1: Integration Scenario: Microsoft Project Online – Microsoft ... · PDF fileIntegration Scenario: Microsoft Project Online – Microsoft Office 365 Planner Would your business benefit

Integration Scenario:Microsoft Project Online –Microsoft Office 365 PlannerWould your business benefit from its project success being predictable and uniform?

FluentPro Integration Hub makes the standardization and unification of processes attainable. By support-ing standard connectors and unique integration scenarios, this extensible Microsoft Azure SaaS platform facilitates the coordination and integration of processes among your business’ teams.

Elevate the maturity level of your organization with FluentPro Integration Hub!

Continuous business improvement depends upon well-defined business processes. To this end, Fluent-Pro was designed to equip organizations with automated integration of projects across platforms, thus enhancing cost and schedule performance and equipping managers with the tools they need to engage in more efficient and effective decision-making.

Let’s start with a real-life integration scenario for Microsoft Project Online and Microsoft Office 365 Planner.

Projects:• Name• Owner• DescriptionTasks:• Task name• Priority• Start/Finish• Resource

• Any custom fieldResources:• Resource nameAssignments/Work:• Planned work• Actual work• Remaining work

• Script-based maping rules• Any data transfor-mation• Full and selective sync

• Automated or manu-al triggering of sync• Connection one project – to multiple systems

Projects:• Name• Owner• Description

Tasks:• Title• Priority• Start/Finish• Assigned to

FluentPro, an independent software vendor, is a Microsoft Gold-Certified partner in Project Portfolio Man-agement competence. Since 2009, we’ve been delivering unique configuration management, migration and integration software products to meet and exceed businesses’ expectations from their Microsoft Project Server and Project Online usage.

INCORPORATE FLUENTPRO INTO YOUR MICROSOFT PPM SUCCESS STORY.

FluentPro Software Corporation | www.fluentpro.com | [email protected] | +1-855-358-3688

Page 2: Integration Scenario: Microsoft Project Online – Microsoft ... · PDF fileIntegration Scenario: Microsoft Project Online – Microsoft Office 365 Planner Would your business benefit

Synchronization of Tasks and Statuses

Enterprise Project Management with Planner

Scenario

Business needs

Solution

• The PM uses Microsoft Project Online and Project Professional to create and maintain project schedules.

• Project team members prefer to apply a simpler solution: Office 365 Planner, a simpler tool for project and task management.

• Implement Lightweight Enterprise Project and Portfolio Manage-ment practices

• Shorten the time it takes for project data to become accessible.• Increase the efficiency and performance of the organization by

automating task updates.• Increase adoption of project management tools and practices

The organization employs FluentPro Integration Hub in order to inte-grate data flow between Microsoft Project Online with Microsoft Office 365 Planner.

• Project managers use Project Online to create project schedules.• The responsible team member marks necessary tasks and statuses

for synchronization with Office 365 Planner.• After the synchronization process, the project staff report progress

in Office 365 Planner.• Using scheduled synchronization, all updates are applied automati-

cally to the project plan in Project Online.• Managers receive close-to-real-time updates on project tasks and

statuses.

• Managers receive a more accurate picture of the project execution.• With a close-to-real-time view of tasks and statuses accessible to

the organization, managerial functions are more easily and effi-ciently performed.

• The maturity level of the organization’s project management goes up, as project managers now are able to apply 100% of their atten-tion and time to the more important aspects of work.

• The PM uses Microsoft Office 365 Planner to maintain project schedules.

• Project team members prefer to apply a simpler solution: Office 365 Planner, a simpler tool for project and task management.

• Executives and PMO use Microsoft Project Online for Portfolio Planning, project visibility and reporting.

• After the organization captures all the new project ideas and ini-tiatives in Microsoft Project Online, what is needed is for the epics that the PM’s select/approve after prioritization to flow to JIRA.

• Teams need to be updated on the prioritized projects, and relevant tasks need to be clearly displayed in JIRA.

• Connect Project Online with JIRA to facilitate the SAFe process.

The organization employs FluentPro Integration Hub in order to inte-grate data flow between Microsoft Office 365 Planner and Microsoft Project Online.

• Project managers use Office 365 Planner to create and manage project schedules.

• Team members use Office 365 Planner to report progress on tasks.• After the synchronization process, the PMO and executives view

data in Microsoft Project Online.• Using scheduled synchronization, all updates are applied automati-

cally to the project plan in Project Online.• Managers receive close-to-real-time updates on project tasks and

statuses.

• Managers receive a more accurate picture of the project execution.• With a close-to-real-time view of tasks and statuses accessible to

the organization, managerial functions are more easily and effi-ciently performed.

• The maturity level of the organization’s project management goes up, as project managers now are able to apply 100% of their atten-tion and time to the more important aspects of work.

Implementation

Business Value

FLUENTPRO SOFTWARE CORPORATION | www.fluentpro.com | [email protected] | +1-855-358-3688