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Project Management on SharePoint with BrightWork

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

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Project Management on SharePoint with BrightWork

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  1. Project Managementon SharePointwith BrightWork

  2. 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

  3. Collaborative Project Management • Initiate: • Project Statement or SOW • Plan: • Tasks • Resources • Scheduling • Artifacts • Budget • Measure & Monitor • Dashboards • KPIs • Metrics • Stakeholder Reports • Financial Reports • Communicate: • Documents • Meetings • Discussions • Alerts • Execute & Control : • Track Tasks - Gant • Issues • Changes • My Work

  4. PMO – Managing the Portfolio • PMO • Roll-up: KPIs, Reports, Status • Multi-Dimension Views • Project Request Mgt • Financial Planning • Resource Planning Executive Mgt Project Mgt Execution

  5. Project Spectrum – Traditional Approaches Project Artifacts Documents Meetings Contacts Discussions Reports/Status

  6. Project Spectrum – Collaborative SharePoint Project Artifacts Documents Meetings Contacts Discussions Reports/Status

  7. 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

  8. Project Management on SharePoint with BrightWork • INDIVDUAL PROJECT • Project Statement or SOW • 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 • Planning • Tasks • Resources • Scheduling • Artifacts • Budget • Control & Execution • Track Tasks - Gant • Issues • Changes • My Work • Measure & Monitor • Dashboards • KPIs • Metrics • Stakeholder Reports • Financial Reports • Communicate • Documents • Meetings • Discussions • Alerts

  9. Manage a Single Project

  10. Project Status Dashboard

  11. Option: Sync with MS Project

  12. Or Many: Portfolio View • All reports in a Project Office automatically report on all sites in the PO Hierarchy that contain active projects Hierarchy

  13. Portfolio – Executive Dashboards • The Project Office includes different perspectives on multiple projects out of the box: Project Status Work Issues Resourcing

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

  15. Project Data Rollup to Parent Site • Project List Reports displaying work items from multiple projects

  16. Project Resource Rollup to Parent Site • Resource reports that highlight team member allocation, over-allocation and availability

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

  18. Track and Manage Project Requests • Capture, track and prioritize project requests with Project Request Tracker

  19. Project Forecast Manager • Project Forecast Manager provides resource usage planning and includes a ‘Resource Planning’ section for capturing Resource Estimates and Resource Pool details.

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

  21. Work Management

  22. BrightWork Templates for SharePoint

  23. 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 • info@brightwork.com • Americas: 1-617-357-9000 Ext 701 • Europe/Int’l: +353-91-514-492

  24. “I still need to more Information” • Ask questions now! • Try these ideas for yourself … http://www.brightwork.com • Call BrightWork to ask your more specific questions • Web www.brightwork.com • info@brightwork.com • Americas +1-617-357-9000 Ext 701 • Europe/Int’l +353-91-514-492 Connect with BrightWork:

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