Managing Project Management with SharePoint & BrightWork This is where I would talk about who I am and what I have to do with BrightWork (use at RFC).

Collaboration Spectrum Enterprise Project Management MS Project and Project Server High Degree of strict control needed over time, cost and resources Low BrightWork on SharePoint Project Management Work Management SharePoint Doc. Mgmt & Team Collaboration Who needs BrightWork email Low Degree of structure & coordination needed High

Key areas where SharePoint aids Project Management Document Management Issue Management Risk Management Change Control Organization Things that SharePoint on its own does well—organization being one thing that it could do better with

Keys to Organization Team conversation/collaboration Documents Deliverables Project Information for Reporting Consistency/Repeatability SharePoint stores this information but doesn’t let you use it.

BrightWork adds Project Management Value Easily customizable project site templates for consistent/repeatable organization of project information Out of the Box Choices IT Project Manager with MSF built in Business Project Manager Agile Developer Issue Manager I’m gong to focus on IT because that’s the one that I have used.

IT Project Manager Based-on Microsoft Solutions Framework You can also customize the templates to your organization. In one of the solutions, BrightWork delivers the complete MSF (Microsoft Solutions Framework) deliverable set for IT projects under license from Microsoft …

BrightWork adds Project Management Value (Continued) Customizable Quick Launch for your process Reporting on status, risks, issues, deliverables Organizing and reporting on projects at a portfolio level Using information more effectively…organize documents better, report on stored information, organize entire projects, re-use and recreate effective templates.

Reporting Across Sites and Lists The web parts are very customizable from the UI – no programming needed Advanced users can add their own XML queries to the web UI. The UI comes with a BrightWork and custom gallery for queries

Hierarchy/Portfolio Structure For Reporting Across Projects BrightWork supports a very simple but visible project hierarchy, where projects can have sub-projects and so on BrightWork also supports Portfolio, where seemingly random projects can be grouped for reporting purposes

BrightWork adds Work Management Value An Advanced List Settings page that includes: Unique reference numbering schemes Email notifications on item assignment/unassignment Indelible comment/conversation history Field value change tracking and history

Enhancing SharePoint Lists User specifiable attributes This advanced settings page allows users to turn on/off the following attributes on each list: Reference numbering, email notifications on assignment, comment history, change history

BrightWork at GMAC-RFC Initial State: Documents on shared drives Difficult to navigate, inconsistent folder structure, inconsistent versioning, inconsistent deliverables templates Project Managers only team members tracking risks/issues, able to access data for reporting  Consider adding 1-2 pages that describe the process/approach an organization should take if interested in using this framework.  Consider adding the risks involved. (and how we can help) Minimally, we need to get Digineer’s (and your) contact information in the slide deck.   It would be great if we could have a 1-page Digineer overview with our contact info on it

BrightWork at GMAC-RFC Final State All project data available to Enterprise Project Office in real time (or at least updated weekly) without additional PM time investment All projects using same set of deliverables templates All projects have project websites with consistent look and feel and consistent organization of documents and controls All projects have consistent documentation of project controls and status information

BrightWork at GMAC-RFC Easier for team members to transition between projects because of process consistency Easier for portfolio managers to be aware of status of all projects Easier to consistently report information across projects and programs Easier to discuss process changes because everyone has the same starting point

No Product is a Silver Bullet Excellent Project Managers do not equate to consistent project management Consistent project management requires controlled processes and buy-in from PMs and team members Buy-in is achieved through involvement in decisions and mentorship SharePoint/BrightWork SME Project Management Process SME Constant improvement should be expected

SharePoint Portal: Project Overview Report

SharePoint Portal: Issue Mgmt

My Site: Work and Alert Mgmt.

Summary SharePoint helps to manage projects consistently BrightWork helps to manage SharePoint BrightWork is for organizations that are not quite ready to fully utilize Project Server but are ready to more effectively use project information BrightWork provides out-of-the-box customization of SharePoint that would be very time consuming and expensive to do in-house and is constantly working to improve and enhance the product At RFC, we went through 3 beta versions and 2 fully functional versions in the span of a year, with the V2 being a huge step forward from V1 and even now, three months later, I am floored at the improvements and additional webparts they have released in such a short span of time.

Getting Started with BrightWork Contact BrightWork for a trial Pilot on a few projects Request feedback from PMs about customization to their needs and processes Introduce to team with training Provide support and ongoing training

For More Information Visit BrightWork’s Website for Datasheets, Demos and Evaluation Materials, etc. www.brightwork.com E-mail your questions to info@brightwork.com Call (617) 357-9000 (US) or +353-91-514500 (Europe) Attend or view a webcast Second Tuesday of Every month! 9am PT, 12:00pm EST, 5pm GMT Past Microsoft Executive Circle webcast viewable on-demand