Project Management on SharePoint 2013:

Get Started Fast and Evolve at Your Own Pace

David J. Rosenthal, CEO, Atidan

July 23, 2013

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Project Management on SharePoint 2013:

Get Started Fast and Evolve at Your Own Pace

Today’s Webcast DescriptionAvailable to deploy on premise or online, BrightWork on

SharePoint 2013 will help you:

• Easily initiate, plan, track and control all projects in one

SharePoint environment

• Efficiently collaborate and get everyone on the same page

• Effectively manage portfolios

• Increase your project success rate

• Evolve your project management best practices

Today’s Agenda

• Project Management on SharePoint 2013

• Summary, References, Suggested Next Steps

• More Q & A

Demo and Deployment Sequence 1. Start Quick and Get Immediate Visibility and Control

2. Professional Training and Deployment

3. Improved Best Practices Templates – Collaboratively Manage in the Small, Medium and Large

4. Effectively Manage Across Projects and Portfolios

5. Evolve Project Management

Start Quick and Get Experience

“For the things we have to learn,

before we can do them,

we learn by doing them.”

- Aristotle

The BrightWork & Atidan Approach

StartDeliver Immediate

Visibility and Control

EvolveMature Project Management Practices with

Flexibility

Built-in Best Practices (in Templates)

Get Immediate Visibility and Control

Projects Tracker (Inside a Project Office)

- One Project Status Update

- Many Dashboards Updated

Very Quick Entry of Project Updates

Fast Reporting of Project Status

All Projects on One Set of Dashboards

(i) Free Trial & Training; (ii) Hosted PM Site

BrightWork Training Included

Collaboratively Manage in the Small Create New Project - from a Template

Use a Simple Processi. Project Statementii. Tasks (really easy update)iii. Documents iv. Issuesv. Status Reports

Reports- My Work - Gantt - Dashboards

Manage Project with Project Lite

Manage with Medium Complexity

Add More Process, e.g.

- Risks- Metrics - Status Reports- Resource Reports

Sample Tiles: from Project Standard

Add Status Report: Dashboards Updated

Added Quick Status Reporting

Simplified Metrics

Separation of powers!- A Simpler Project Statement

- more static information - Status Report does updating

Manage with Medium Complexity

Add- More Process, e.g.

- Change Requests- Post Mortem- etc.

- Project Sync – Wow!

Microsoft Project to SharePoint Sync

Risk Reporting and Personal Reporting

Ribbon - Shared Reporting

Configurable Scorecards (as web-parts)

(i) Make Changes to Projects and Templates

(ii) Design Sync Template Changes

Nintex Forms – Mobile Everywhere• Deploy PMO forms

on any device,

internally &

externally

• Integrate with

BrightWork

templates

• Integrate with

workflow

Nintex Workflow – Running the PMO• Enable process & workflows

across PMO

• Notifications, escalations,

approvals, collaboration,

forms, mobile and much

more

• Measure & improve

business

• Integrate with other systems

Today’s Agenda

• Project Management on SharePoint 2013

• Summary, References, Suggested Next Steps

• More Q & A

After Survey/Poll - Reflection

• Would you now like to use SharePoint 2013

to manage your Projects and Project

Office?

1. No

2. Maybe

3. Yes

Next Actions - “We are ready to start”• Have your Project Office up and running in as little as three to six weeks

• The bundle includes: (i) software; (ii) consulting / training; (iii) support

– Project scoping, planning and setup and needs definition

– All the BrightWork templates

– 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 template for reporting across projects

– Training for “design” staff and also for end users

– 50 end-user licenses of the BrightWork plug-in

– 1 year of support, upgrades and training materials

Web www.atidan.com brightwork@Atidan.com 1-215-825-5045 x5001

Q&A and FeedbackIn WebEx, click “Chat” panel or “Alt Q” to

open the Question Manager

1. Questions and Opinions

2. Feedback on this webcast

3. Suggestions for future webcastsTo get more related materials please visit:

Web www.atidan.com brightwork@Atidan.com 1-215-825-5045 x5001