Transcript
Page 1: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

3 Ways to Manage Project Tasks With SharePoint

presented by Lisa MilletteSolutions ExpertBrightWork

Micheál CleshamInbound Marketing ExecutiveBrightWork

Page 2: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

QUICK POLL!

Are you using SharePoint for Project Management?

Page 3: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

AGENDA

Assign and Plan with the in-browser scheduler.

Find and do using Lists, My Work and Boards.

Update and Report with total transparency.

Q&A

Page 4: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

BrightWork is a SharePoint-based project management solution that includes best-practice templates with the flexibility to evolve and mature as needed.

Page 5: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Some of the companies we work with and have provided Project Management Solutions

Page 6: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Assign and PlanSharePoint out of the box ‘Tasks’ web part is a great starting point for managing tasks.

The in-browser Task Scheduler in BrightWork allows you to calculate a simple project schedule in your browser, so you know when the project is going to start and finish.

Page 7: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Find and DoMy Work brings together all of your open work items and can be filtered to show only your active items, important and upcoming, or by date due.

Boards allow you manage your tasks with visual clarity and modern drag-and-drop functionality.

Page 8: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Update and ReportProject Status Reports cover

• Complete and upcoming work.• Overall progress, including budget updates if required.• Any key action items.• Top open issues or risks.

Reports can be created in 5 minutes and a daily scheduled report of overdue work and new issues sent to your inbox.

Page 9: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

DEMO

Page 10: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

QUESTIONS?Use the questions pane in GoToWebinar to ask questions

Page 11: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Phone: +353 91 514 492

Email: [email protected]

Orla Cunningham

Phone: +1 617 357 9000 x718

Email: [email protected]

Adam Sheehan

Talk to our Solution Specialists about your project management needs

Thank you!

Page 12: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

APPENDIXBrightWork Model Explained

Page 13: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

BrightWork is a SharePoint-based project management solution that includes a range of best-practice templates and configurable cross-project reporting.

Page 14: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Manage Projects Successfully

Simplify project processes, engage stakeholders, and increase collaboration with one project management tool.

Page 15: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Start with Standardized Project Management Templates

BrightWork includes a range project management templates that help you get projects started the right way every time, with the right amount of project management for the project and team in question.

Page 16: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Collaborate with a Team-focussed Project Site

Team members can find, do and report on their work in a team-focussed project site with BrightWork.

Manage your schedule with instant visibility into project and non-project tasks

Page 17: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Track and Share Progress with Automated Reports

Project Managers spend too much time on administration instead of the project itself!

BrightWork templates come with automated reporting and dashboards to provide project visibility to the people who need it.

Page 18: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Control Portfolios of Projects

Improve organizational performance with complete control of portfolios and resources in one place.

Page 19: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Approve with Scalable Project Request Management

BrightWork gives you a simple process for deciding which projects get approved and automatically creates the new project site.

Develop a transparent ranking process to ensure alignment with business objectives

Page 20: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Track with Real-Time Portfolio Dashboards

BrightWork reporting dashboards allow you to quickly track the health and progress of all projects across the organization.

Get visibility and drill into the detail of specific projects.

Page 21: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Allocate with High-Visibility Resource Management

Simple resource reports help you track and forecast resource allocation to make sure you have optimal resource utilization across projects.

Feb / 2017

Page 22: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Leverage your SharePoint investment

Accelerate user adoption, support project teams, scale performance on your existing infrastructure.

Page 23: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Deploy with a Low IT Burden

As BrightWork is built on the industry SharePoint platform, organizations can leverage existing and investments in infrastructure and training.

8/23/2017 8/26/2017

Page 24: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Start with local, best-practice templates and BrightWork Assistance.

Taking a template based approach to projects makes it easy to improve project standards.

Reduce resistance to change with training resources for new project managers and team members.

Page 25: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

Evolve with Easy-to-Configure Templates

The BrightWork template management system makes it easy to capture, reuse and deploy new processes. You can even roll them out to live projects to support the continuous improvement of organizational project management.

Page 26: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

The BrightWork Approach

Page 27: 3 Ways to Manage Project · 2019-08-15 · 3 Ways to Manage Project Tasks With SharePoint. presented by . Lisa Millette. Solutions Expert. BrightWork. ... SharePoint out of the box

BrightWork Templates Spectrum


Top Related