managing project management with sharepoint & brightwork

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Managing Project Managing Project Management with Management with SharePoint & BrightWork SharePoint & BrightWork

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Page 1: Managing Project Management with SharePoint & BrightWork

Managing Project Management Managing Project Management with SharePoint & BrightWorkwith SharePoint & BrightWork

Page 2: Managing Project Management with SharePoint & BrightWork

emailemail

Doc. Mgmt Doc. Mgmt & Team& TeamCollaborationCollaboration

Enterprise Enterprise ProjectProjectManagementManagement

BrightWorkon SharePoint

Collaboration SpectrumCollaboration Spectrum

Low Degree of structure & coordination needed High

High

Degree of strict control

needed over time, cost

and resources

Low

Work Work ManagementManagement

ProjectProjectManagementManagement

SharePoint

MS Project and Project Server

Page 3: Managing Project Management with SharePoint & BrightWork

Key areas where SharePoint Key areas where SharePoint aids Project Managementaids Project Management

Document ManagementIssue ManagementRisk ManagementChange ControlOrganization

Page 4: Managing Project Management with SharePoint & BrightWork

Keys to OrganizationKeys to Organization

Team conversation/collaborationDocumentsDeliverablesProject Information for ReportingConsistency/Repeatability

Page 5: Managing Project Management with SharePoint & BrightWork

BrightWork adds Project BrightWork adds Project Management ValueManagement Value

Easily customizable project site templates for consistent/repeatable organization of project information

Out of the Box Choices– IT Project Manager with MSF built in– Business Project Manager– Agile Developer– Issue Manager

Page 6: Managing Project Management with SharePoint & BrightWork

IT Project ManagerIT Project ManagerBased-on Microsoft Solutions FrameworkBased-on Microsoft Solutions Framework

In one of the solutions, BrightWork delivers the complete MSF (Microsoft Solutions Framework) deliverable set for IT projects under license from Microsoft …

Page 7: Managing Project Management with SharePoint & BrightWork

BrightWork adds Project BrightWork adds Project Management Value Management Value (Continued)(Continued)

Customizable Quick Launch for your process

Reporting on status, risks, issues, deliverables

Organizing and reporting on projects at a portfolio level

Page 8: Managing Project Management with SharePoint & BrightWork

Reporting Across Sites and ListsReporting Across Sites and Lists

The web parts are very customizable from the UI – no programming needed

Advanced users can add their own XML queries to the web UI. The UI comes with a BrightWork and custom gallery for queries

Page 9: Managing Project Management with SharePoint & BrightWork

Hierarchy/Portfolio StructureHierarchy/Portfolio StructureFor Reporting Across ProjectsFor Reporting Across Projects

BrightWork supports a very simple but visible project hierarchy, where projects can have sub-projects and so on

BrightWork also supports Portfolio, where seemingly random projects can be grouped for reporting purposes

Page 10: Managing Project Management with SharePoint & BrightWork

BrightWork adds Work BrightWork adds Work Management ValueManagement Value

An Advanced List Settings page that includes: – Unique reference numbering schemes– Email notifications on item

assignment/unassignment– Indelible comment/conversation history– Field value change tracking and history

Page 11: Managing Project Management with SharePoint & BrightWork

Enhancing Enhancing SharePoint SharePoint ListsListsUser specifiable attributesUser specifiable attributes

This advanced settings page allows users to turn on/off the following attributes on each list: Reference numbering, email notifications on assignment, comment history, change history

Page 12: Managing Project Management with SharePoint & BrightWork

BrightWork at GMAC-RFCBrightWork at GMAC-RFC

Initial State:– Documents on shared drives

Difficult to navigate, inconsistent folder structure, inconsistent versioning, inconsistent deliverables templates

– Project Managers only team members tracking risks/issues, able to access data for reporting 

Page 13: Managing Project Management with SharePoint & BrightWork

BrightWork at GMAC-RFCBrightWork at GMAC-RFC

Final State– All project data available to Enterprise Project Office in

real time (or at least updated weekly) without additional PM time investment

– All projects using same set of deliverables templates– All projects have project websites with consistent look

and feel and consistent organization of documents and controls

– All projects have consistent documentation of project controls and status information

Page 14: Managing Project Management with SharePoint & BrightWork

BrightWork at GMAC-RFCBrightWork at GMAC-RFC

Easier for team members to transition between projects because of process consistency

Easier for portfolio managers to be aware of status of all projects

Easier to consistently report information across projects and programs

Easier to discuss process changes because everyone has the same starting point

Page 15: Managing Project Management with SharePoint & BrightWork

No Product is a Silver BulletNo Product is a Silver Bullet

Excellent Project Managers do not equate to consistent project management

Consistent project management requires controlled processes and buy-in from PMs and team members

Buy-in is achieved through involvement in decisions and mentorship– SharePoint/BrightWork SME– Project Management Process SME

Constant improvement should be expected

Page 16: Managing Project Management with SharePoint & BrightWork

SharePoint Portal: SharePoint Portal: Project Overview ReportProject Overview Report

Page 17: Managing Project Management with SharePoint & BrightWork

SharePoint Portal: SharePoint Portal: Issue MgmtIssue Mgmt

Page 18: Managing Project Management with SharePoint & BrightWork

My Site: My Site: Work and Alert Mgmt.Work and Alert Mgmt.

Page 19: Managing Project Management with SharePoint & BrightWork

SummarySummary SharePoint helps to manage projects consistently BrightWork helps to manage SharePoint BrightWork is for organizations that are not quite

ready to fully utilize Project Server but are ready to more effectively use project information

BrightWork provides out-of-the-box customization of SharePoint that would be very time consuming and expensive to do in-house and is constantly working to improve and enhance the product

Page 20: Managing Project Management with SharePoint & BrightWork

Getting Started with BrightWorkGetting Started with BrightWork

Contact BrightWork for a trialPilot on a few projectsRequest feedback from PMs about

customization to their needs and processesIntroduce to team with trainingProvide support and ongoing training

Page 21: Managing Project Management with SharePoint & BrightWork

For More InformationFor More Information Visit BrightWork’s Website for

– Datasheets, Demos and Evaluation Materials, etc.– www.brightwork.com

E-mail your questions to– [email protected]

Call – (617) 357-9000 (US) or +353-91-514500 (Europe)

Attend or view a webcast– Second Tuesday of Every month!

9am PT, 12:00pm EST, 5pm GMT– Past Microsoft Executive Circle webcast viewable on-

demand