project management on sharepoint with brightwork

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Project Management on SharePoint with BrightWork

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Page 1: Project Management on SharePoint with BrightWork

Project Managementon SharePoint

with BrightWork

Page 2: Project Management on SharePoint with BrightWork

BrightWork

Collaborative Project Management Solutions• History

– 1995 –PM on Lotus Notes – 1999 – PM Microsoft Exchange 2000, early SharePoint– 2003 – BrightWork for SharePoint 2003– 2007 – BrightWork for SharePoint 2007– 2010 – BrightWork v 9.0 for SharePoint 2010

• Close Microsoft Partnership – Microsoft JDP (Joint Development Partner) for every version of SharePoint

– including the next one– Gold Certified Partner since 2005– Served on SharePoint DAC, and EPM DAC

• Over 400 Customers worldwide, across all industries

Page 3: Project Management on SharePoint with BrightWork

Collaborative Project ManagementInitiate: Project Statement or SOW

Plan: Tasks Resources Scheduling Artifacts Budget

Execute & Control : Track Tasks - Gant Issues Changes My Work

Communicate: Documents Meetings Discussions Alerts

Measure & Monitor Dashboards KPIs Metrics Stakeholder Reports Financial Reports

Page 4: Project Management on SharePoint with BrightWork

PMO – Managing the Portfolio

Execution

Project Mgt

Executive Mgt

PMO Roll-up: KPIs, Reports, Status Multi-Dimension Views Project Request Mgt Financial Planning Resource Planning

Page 5: Project Management on SharePoint with BrightWork

Project Spectrum – Traditional Approaches

Project Artifacts

Documents Meetings Contacts Discussions Reports/Status

Page 6: Project Management on SharePoint with BrightWork

Project Spectrum – Collaborative

Project Artifacts

Documents Meetings Contacts Discussions Reports/Status

SharePoint

Page 7: Project Management on SharePoint with BrightWork

Benefits of BrightWork PM on SharePoint

• Single platform for all project management activities– Standardize PM practices, Central point of access– Supports full project management spectrum– Links in all artifacts: Docs, Discussions, Meetings etc.

• Does not require users to throw out current tools like Excel and MS Project

• Cost effective and easy deployment• New levels of visibility and control into projects

Page 8: Project Management on SharePoint with BrightWork

Project Management on SharePoint with BrightWork

INDIVDUAL PROJECT

Project Statement or SOW

Planning Tasks Resources Scheduling Artifacts Budget

Control & Execution Track Tasks - Gant Issues Changes My Work

Communicate Documents Meetings Discussions Alerts

Measure & Monitor Dashboards KPIs Metrics Stakeholder Reports Financial Reports

ACROSS PROJECTS

Roll-up: KPIs, Reports, Status Multi-Dimension Views Project Request Mgt What-if Scenarios Financial Planning Resource Planning & Forecasting Project Request Management My Work across projects

Page 9: Project Management on SharePoint with BrightWork

Manage a Single Project

Page 10: Project Management on SharePoint with BrightWork

Project Status Dashboard

Page 11: Project Management on SharePoint with BrightWork

Option: Sync with MS Project

Page 12: Project Management on SharePoint with BrightWork

Or Many: Portfolio View

• All reports in a Project Office automatically report on all sites in the PO Hierarchy that contain active projects

Hierarchy

Page 13: Project Management on SharePoint with BrightWork

Portfolio – Executive Dashboards• The Project Office includes different

perspectives on multiple projects out of the box:

Project Status

Work

Issues

Resourcing

Page 14: Project Management on SharePoint with BrightWork

Project Data Rollup to Parent Site• Multiple project charts rolling up to parent site

Page 15: Project Management on SharePoint with BrightWork

Project Data Rollup to Parent Site

• Project List Reports displaying work items from multiple projects

Page 16: Project Management on SharePoint with BrightWork

Project Resource Rollup to Parent Site

• Resource reports that highlight team member allocation, over-allocation and availability

Page 17: Project Management on SharePoint with BrightWork

Powerful Reporting

• Over 100 reports are available to schedule and distribute via email as needed. Here are a few:

Page 18: Project Management on SharePoint with BrightWork

Track and Manage Project Requests

• Capture, track and prioritize project requests with Project Request Tracker

Page 19: Project Management on SharePoint with BrightWork

Project Forecast Manager• Project Forecast Manager provides resource usage planning

and includes a ‘Resource Planning’ section for capturing Resource Estimates and Resource Pool details.

Page 20: Project Management on SharePoint with BrightWork

Issue / Case Tracking• Create a Case / Service desk with the Work Management

Module

Page 21: Project Management on SharePoint with BrightWork

Work Management

Page 22: Project Management on SharePoint with BrightWork

BrightWork Templates for SharePoint

Page 23: Project Management on SharePoint with BrightWork

JumpStart Package

• Have your Project Office up and running in as little as three to four weeks– Project scoping, planning, setup and needs definition– Installation and configuration of the BrightWork plug-in– Build of 2 templates to manage 2 different project types

• Build of templates to include Microsoft Project integration – 1 project office/rollup template for reporting across projects– Training for support staff and also for end users– 50 end-user licenses of the BrightWork plug-in– 1 years of support, upgrades and access to training material

Web www.brightwork.com [email protected] Americas: 1-617-357-9000 Ext 701 Europe/Int’l: +353-91-514-492

Page 24: Project Management on SharePoint with BrightWork

“I still need to more Information”1. Ask questions now!

2. Try these ideas for yourself … http://www.brightwork.com

3. Call BrightWork to ask your more specific questions

Connect with BrightWork:

Web www.brightwork.com [email protected] Americas +1-617-357-9000 Ext 701 Europe/Int’l +353-91-514-492