Project Managementon 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
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
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
Project Spectrum – Traditional Approaches
Project Artifacts
Documents Meetings Contacts Discussions Reports/Status
Project Spectrum – Collaborative
Project Artifacts
Documents Meetings Contacts Discussions Reports/Status
SharePoint
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
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
Manage a Single Project
Project Status Dashboard
Option: Sync with MS Project
Or Many: Portfolio View
• All reports in a Project Office automatically report on all sites in the PO Hierarchy that contain active projects
Hierarchy
Portfolio – Executive Dashboards• The Project Office includes different
perspectives on multiple projects out of the box:
Project Status
Work
Issues
Resourcing
Project Data Rollup to Parent Site• Multiple project charts rolling up to parent site
Project Data Rollup to Parent Site
• Project List Reports displaying work items from multiple projects
Project Resource Rollup to Parent Site
• Resource reports that highlight team member allocation, over-allocation and availability
Powerful Reporting
• Over 100 reports are available to schedule and distribute via email as needed. Here are a few:
Track and Manage Project Requests
• Capture, track and prioritize project requests with Project Request Tracker
Project Forecast Manager• Project Forecast Manager provides resource usage planning
and includes a ‘Resource Planning’ section for capturing Resource Estimates and Resource Pool details.
Issue / Case Tracking• Create a Case / Service desk with the Work Management
Module
Work Management
BrightWork Templates for SharePoint
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
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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