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 – 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 Management Initiate:  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 WorkIssues 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 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   Americas: Ext 701  Europe/Int’l: Web   Americas: Ext 701  Europe/Int’l:

“I still need to more Information” 1.Ask questions now! 2.Try these ideas for yourself … Call BrightWork to ask your more specific questions Connect with BrightWork: Web   Americas Ext 701  Europe/Int’l Web   Americas Ext 701  Europe/Int’l