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BrightWork
SharePoint for Project Management:
The Top 12 Features you get
right Out-of-the-Box!
A Webcast Presentation
amonn McGuinness
BrightWork
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Logistics for TodaysWebcast
Slide Deck and Webcast Recording download linksexpect an email tomorrow, Thursday March 19 th
Questions and Answers The webcast has a large audience
Impractical to take questions on the phone throughoutsorry!
Your phone has already been put on mute for now toavoid accidental background noise
We will answer questions at the end as follows:From the Microsoft Office Live Meeting questionmanager Click the Q&A panel or click Alt Q
Opening up the phone line you press 01 on yourphone
After the webcast - extra questions to
mailto:[email protected]8/14/2019 Share Point for Project Management-The Top 12 Features You Get Right Out-Of-The-Box
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Todays Agenda
Webcast Opening & Introduction (2 mins.)
The Webcast (25 mins.)Intro to SharePoint (in 12) and Managing Projects onSharePointLive Demo
Summary, References, Suggested Next Steps (3mins.)
& A
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BrightWork
Who are BrightWork?
BrightWork develop and market a projectmanagement plug-in for SharePoint called
BrightWork pmPoint.
BrightWork is a Microsoft Gold Certifiedpartner.
More Info: www.brightwork.com
http://www.brightwork.com/http://www.brightwork.com/8/14/2019 Share Point for Project Management-The Top 12 Features You Get Right Out-Of-The-Box
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to Manage Projects andPrograms
How can the SharePoint elements be used out of the box?
List Items Add fields, e.g. project typeLists Project Tasks and IssuesViews Datasheet and other viewsLibraries and Doc Mgmt. Project document controlMS Office Integration Lower deploymentbarriersWorkflow 3-State WorkflowWeb parts Views into task, issue listsWeb part pages Project summary homepageNavigation Add basic structure to
projects
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to Manage Projects andPrograms
How can we extend SharePoint for ProjectManagement?
List Items Visual Indicators; Unique IdsLists Task dependency; ChartsViews Gantt and other tailored viewsLibraries and Doc. Mgmt. Deliverables by PhaseMS Office Integration Send reports to email,ExcelWorkflow Project request and approvals
Web parts Project work reportsWeb part pages Executive project dashboardNavigation Process mapping, extendiblenav.
Sites Site templates for many projectt es
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Demo: SharePoint for Project Management
Demo SequenceList ItemsListsViews
Libraries and Doc. Mgmt.Web partsMS Office IntegrationWeb part pages
NavigationSitesSite collectionsWorkflow
Web applications
Refer to Appendix 1
for a
screenshot demo
on slides
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(1 .2 ) Notifications and reports
IT Department
Marketing GroupEnterprise-wide
Business ProjectsIT Projects
Projects of allShapes and Sizes
(3 .1 ) Customize tosuit
(3 .2 ) Capture &reuse bestpractices
(1 .3 )Project
data flowsto
dashboards
(1 .1 ) Create new project workspace
(2 .1 ) Create Project Office
sites
Team MembersProject Managers
Program ManagersSenior Management
(2 .2 ) Notifications and reports
Project Management onSharePoint
1. Manage individual projects tosuccess
2. Manage across a program of projects
3. Evolve the way projects aremanaged
Project Management Templates
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Some Advice fromExperience!
Build in the extra project management featuresneeded
Be very faithful to the SharePoint interface and
structureFor ease of deployment and maintenance
Next 4 slides talk to:1. Develop a simple process for project management2. Build templates that mimic different project types3. This can work for small or large organizations
4. Be careful to balance structure with flexibility
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Process Driven ProjectManagement
pmPoint recognizes that level of process required depends on the
organizations maturity and on the
particular needs of the individualprojects.
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BrightWork pmPoint ExecutiveSummary Project Management fororganizations of all shapes and sizes
"pmPoint facilitated the implementation of anew agile process for our projects, because of theextra project management features pmPointadded to SharePoint.
"pmPoint on SharePoint was easy to implementand provided us with a tool that could bemastered extremely quickly by our projectmanagers.
pmPoint reminds me of Albert Einstein whenhe said, 'Make things as simple as possible, butno simpler'. Enough said!
"Skanska USA Building uses pmPoint tosuccessfully manage our IT projects across theentire enterprise.
"pmPoint provides us with a projectmanagement tool based on how we work today
and evolving to where we want to be.
"pmPoint for project management is now anintegral part of RPA's suite of user SharePointapplications.
pmPoint provided us with an economical yetscalable solution for managing our projectportfolio. We now have better standards forcollecting project data and a intuitive tool thatmakes the work visible.
CJ, AbsolutePoker.com, Korea 10 users
George, Pennsylvania Office of Attorney General. 20 users
Sven, Up-Great., Switzerland 50 users
Andy, Skanska Construction, NJ, USA 70 users
Gary, Enterprise and Partner Group, Microsoft. 150 users
Maurice, Railway Procurement Authority, Ireland 250 users
Chris, Group Health Cooperative, Seattle, USA 500 users
Morten, Columbus IT., Norway 1,500 users
l
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Just Plug-In pmPoint toDetangle the WiresBrightWork's Project Management Solution Allows Sheppard Mullin toSkip Routine Fire Drills
As law firm Sheppard Mullin grewworldwide, the IT department spent greateffort trying to manage many, manyprojects at once. The pain has ended withBrightWork pmPoint, the first collaborativeproject management application offeringstructure and flexibility. BrightWorkpmPoint is a project management plug-in
for your SharePoint environment thatworks great!
We have a weekly meeting, and in 30minutes we know the status of everyproject. We can look at a single reportacross many projects, or for just one
project. BrightWork pmPoint provides apenetrating visibility into our projects,allowing us to see and address issues,ultimately leading to a much bettersuccess rate,
Dora Martinez, Director of Project Management forSheppard Mullin.
Read More on Microsoft Live Space
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Webcast - The ExecutiveSummary
2. SharePoint is now the worlds leading platform forcollaboration.
4. SharePoint can and is being used out of the box tomanage projects.
6. You can customize and extend SharePoint with thenecessary flexible structure and the requiredreporting for project and cross-projectmanagement either build or buy.
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More References for thiswebcast
Find out more about the SharePoint platform
Appendix 1 a slide demo of the SharePoint platform in use forProject Management
A blog: Manage Projects on SharePoint
More information on the pmPoint software from BrightWork
http://www.brightwork.com/support/sharepoint_resources.htmhttp://www.manageprojectsonsharepoint.com/default.aspxhttp://www.brightwork.com/pmpoint/index.htmhttp://www.brightwork.com/pmpoint/index.htmhttp://www.manageprojectsonsharepoint.com/default.aspxhttp://www.brightwork.com/support/sharepoint_resources.htm8/14/2019 Share Point for Project Management-The Top 12 Features You Get Right Out-Of-The-Box
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Candidate next steps after thiswebcast
Visit http://www.brightwork.com/pmpoint/resource_center.htm
If youhavent
already doneso, please
sign up for afree trial.
Need more information? [email protected] USA +1-617-357-9000
ext 701
Europe +353-91-514-492
http://www.brightwork.com/pmpoint/resource_center.htmmailto:[email protected]:[email protected]://www.brightwork.com/pmpoint/resource_center.htm8/14/2019 Share Point for Project Management-The Top 12 Features You Get Right Out-Of-The-Box
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Q&A
i. First - OnlineFrom the Microsoft Office Live Meetingquestion managerClick Q&A panel
or Alt Q to openthe QuestionManager
ii. Second on thephone
Opening up thephone line
To ask a question onthe phone, pleasepress the 01 key onyour phone
To get more related materials please visit:http://www.brightwork.com
Wed love to hear more detailed feedback onthis webcast
email ... [email protected]
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Appendix 1
SharePoint for Project Management
A Screenshot Demo on Slides
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Extend SharePoint - (1) ListItems
In-ListKPIs
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Extend SharePoint - (2) Lists
Other project managers like to work inMicrosoft Project. pmPoint allows a Project
Manager to plan a project in Microsoft Projectand to then import it into SharePoint andeither manage the plan in SharePoint or
periodically export it back out to MicrosoftProject.
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Extend SharePoint - (3)Views
Some project managers like awork breakdown structure (with
tasks, sub-tasks and taskdependencies). This can be
facilitated within SharePoint withpmPoints Project Schedule list.
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Extend SharePoint - (4) Libraries& Doc. Mgmt.
Use
libraries tomanage
work
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Extend SharePoint - (5) MS OfficeIntegration
Give stakeholders theoption to get their project
reports in MicrosoftExcel.
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Extend SharePoint - (6)Workflow
The Project Requests
lists shown here has aworkflow that checksthe Status of the
request and will createnew work items if a
project is approved for
creation.
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Extend SharePoint - (6) WebParts
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Extend SharePoint - (8) Webpart pages
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Extend SharePoint - (9)Navigation
Plan the project bymoving down
through the lists onthe quick launch(menu) and fill inthe blanks, e.g.
project statement,
goals, tasks,deliverables, issues,
Easily access multipleweb part pages
Divide Project Office intofunctional areas
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Extend SharePoint - (10)Sites
pmPoint projectsites are ideal
project containers
pmPoint projectsites are createdfrom templates or
by copying existingproject sites
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Extend SharePoint - (11) SiteCollections
pmPoint Site Collections areadvanced Program
Management Offices that youcan structure into a hierarchy
that matches your projectmanagement and
organizational needs
d h ( )
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Extend SharePoint - (12)Web Apps
Give clients
ownership of theirprojects