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Manage Projects with Excel

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					BrightWork Overview
Introduction to BrightWork Solutions




        Enterprise Reporting and Project Management Products for SharePoint
Company Overview
 Founded in 1996 with offices in U.S. (Boston and Seattle) and Europe
 (Ireland)
 Customers include Microsoft, US Army, Trident Insurance, GMAC/RFC, US
 Navy, National Weather Service, Vital Insurance, Ohio State, Absolute
 Poker, etc.
 BrightWork is a Microsoft Gold Certified partner with partners in US, Europe
 and Australia
 Deep Microsoft Partnership
    [1998] A Lotus Premium Partner – recruited to be a Microsoft partner!!
    Early Product Development / Adoption
        [1998] Exchange 2000, [2000] SharePoint 2001 and [2002] SharePoint 2003 JDP (Joint
        Dev. Program)
        [2003] Visual Studio Team System 2005 Technology Adoption Program
        [2005] SharePoint v3, Office 12 and Project 12 Technology Adoption Program
    [2001 to now] Member Microsoft Portal & Collaboration PAC (Partner Advisory
    Council)
    [2003, 4, 5] Member Microsoft SharePoint DAC (Developer Advisory Council)
    [2001 to now] Microsoft is one of BrightWork’s largest customers
  BrightWork Solutions
(1)   Project Management Framework

      A standards based framework that
      enables organizations to build their
      own project management process
      and also a Project Management
      Office (PMO) into SharePoint.
      Also delivers a sample / starter
      PMO.

(2)   Project Management Templates

      Includes four instant yet
      customizable templates
      Designed to meet the needs of
      organizations for project
      management at varying levels of
      complexity:
       - Issue Manager
       - Business Projects
       - IT Projects
       - Agile Software Projects             See Appendix 2 for more details.
 Consider Project Management Complexity
 Not all projects need the same PM approach
                                                                        Enterprise
     High                                                               Project
                 SharePoint
                                                                        Management
  Project                                      Use SharePoint                         MS
 Complexity
 (Numbers          SharePoint Option 1:        sites (structured                    Project
and Kinds of       BrightWork Reporter                                               and
 Work items                                    for Project                          Project
to Manage).                                    Management)
                     Use out of the                                                 Server
 Amount of           box SharePoint                  SharePoint Option 2:
  Project
Management           sites (with                     BrightWork Solutions
  Process      Email reporting added)
               and
       Low     excel

                Low      Degree of structure & coordination needed                      High

                  http://www.brightwork.com/products/collaborative_products_guide.htm
A Microsoft Perspective
 BrightWork Solutions
 “With the advances in SharePoint Server 2007 we see more
 and more customers using SharePoint to manage projects,
 and a product like BrightWork Solutions that is rich in project
 management functionality and based on the Microsoft
 Solutions Framework will provide significant business value to
 customers.”




                                                           Kurt DelBene
                                              Corporate Vice President
                                          Microsoft Office Server Group
    http://www.brightwork.com/file/pdf/BrightWork_and_SharePoint_2007.pdf
BrightWork Products - Summary
 Why BrightWork Solutions?
   For organizations that want a ready made high quality,
   highly customizable framework, that gives way more
   project management functionality than the base
   SharePoint platform, including a PMO framework.
 How do I get started?
   Organizations can work with BrightWork directly or
   with one of the many partners in US, Europe and
   Australia.
Next Steps
 Review the Appendices in this slide deck for more detail

 BrightWork Reporter on our website
   http://www.brightwork.com/reporter/index.htm

 BrightWork Solutions on our website
   http://www.brightwork.com/solutions/index.htm

 Attend or view a pre-recorded or a live webcast
      http://www.brightwork.com/company/online_seminars.htm

 Find a BrightWork partner
   http://www.brightwork.com/partners/index.htm

 Email or phone to ask questions
   info@brightwork.com
   (617) 357-9000 (US) or +353-91-514500 (Europe)
   Project Management Complexity
   Not all projects need the same PM approach
                                                                       Project
     High                                                              Server
                            All brought
                           together in a                  Agile Software
                           Project Office
                                 (on                         projects
  Project                   SharePoint)
 Complexity
 (Numbers
                                                  IT Projects
and Kinds of
 Work items
                                       Business
to Manage).                            Projects
 Amount of
  Project                     Manage
Management                    projects
  Process
                             via Issues
               email and
       Low
                Excel

               Low            Degree of project management needed          High
BrightWork Solutions
Project Management Office Framework and Templates
  Project Management Framework
       A standards based framework that enables organizations to build their own
       project management process for one or more projects.
       A Project Management Office (PMO) framework on SharePoint.
          Also delivers a sample / starter PMO, to enable organizations with a faster start in
          setting up a PMO.


  Project Management Templates
  1.   Issue Manager
          Based on management by exception
  2.   Business Project Manager
          Based on PMI PMBOK* and MSF** v3
                                                                  * PMI PMBOK - Project
  3.   IT Project Manager                                         Management Institute Body of
          Based on MSF v3                                         Knowledge
                                                                  ** MSF - Microsoft Solutions
  4.   Agile Software Manager                                     Framework
          Based on MSF for Agile Software Development (MSF v4)
What is BrightWork PMO? (1)

BrightWork PMO is
an out of the box
solution for
managing multiple
projects

It is designed to be
used by:
   Managers
   Employees
   Customers
   Partners
What is BrightWork PMO? (2)
 BrightWork PMO Consists of 5 Main areas:
   Projects
     This is where projects are created, monitored and managed
   Portfolios
     Portfolios are a way of grouping disparate projects together for
     reporting purposes
   Templates
     Projects are created from templates
   Requests
     This area is for requesting a project and managing the project
     pipeline
   Archive
     This is an optional area for storing finished projects that you
     want to keep
BrightWork PMO Home Page

  High–level
Announcements

                     Tabs for navigating to
                       one of the 5 Areas
Project Hierarchy
    web part
 Displays all the
projects and their
 location in the
    hierarchy


                               Role based
                               information
                                 and links
Sample Reports Page

 Reports show data
 from all projects
 and include:
   All Projects
   Projects in Trouble
   My Projects
   Critical Issues
1. Issue Manager
Based-on Management by Exception




                    Multiple sites with issues
                    Grade Issues according to status
                    Export to Excel and Email report
                    Filter as needed
2. Business Project Manager
Based-on MSF (and in turn PMI PMBOK)

                 Project management experience baked in
                 Web parts for viewing work and projects status
                 Reuse project experience and lessons learnt
                 Email notification on work assignment
3. IT Project Manager
Based-on Microsoft Solutions Framework v3.0




                       BrightWork is the only SharePoint
                      solution to fully support the Microsoft
                      Solutions Framework (MSF v3)
                       Full set of deliverables and MSF
                      support included
4. Agile Software Manager
Based-on MSF for Agile Software Development




                    BrightWork is the only SharePoint solution
                   to fully support the Microsoft Solutions
                   Framework Agile for Iterative Software
                   Development (MSF v4)
                    Full set of deliverables templates (e.g.
                   Vision Statement) included
                    Role base Work Products and Work
                   Activities
BrightWork Project Management Framework
1. Process for managing single projects
   BrightWork Solutions makes it very easy to manage a project in
   SharePoint – by adding project management process to the
   SharePoint platform (using MSF as the intellectual guide)
2. Flexible Reporting across one or more projects
   BrightWork Solutions adds the capability to report across one or more
   projects and lists
3. Project Management Structure
   BrightWork Solutions adds a project management structure needed for
   projects and portfolios in a PMO – Projects Management Office
4. Administration Utilities
   BrightWork Solutions includes a number of system level utilities
   designed to make life easier for managing projects on SharePoint
BrightWork Project Management Framework

1. Process for managing projects
      Custom Navigation – customizable QuickLaunch, project hierarchy views,
      navigation from rollup reports
        UI trimming based on user security level – they only see sites they can access!
      Advanced form layout options
      Event driven notifications
        On assignment, sub-assignment, status change, completion, etc.
        User not required to sign up first in order to get alerts!
      Per-item unique referencing
      Append only comment history
      Field change history (for change auditing)
      Specific lists for managing projects – Goals, Phases, Milestones,
      Deliverables, Tasks, Issues, Risks, Change Requests, Teams, etc.
      Project team management – Task assignment from team and role definition
BrightWork Project Management Framework

2. Flexible Reporting
      Project Management reports included in every project
        Pre-built Views for the BrightWork Project Management lists
        Role driven and user specific reports
        Gantt chart
        Auto update of Project Summary
      Rollup reporting across projects
        Report on data from multiple lists and webs
        Distribute the reported data
           Print, email, export to excel
           Scheduled email delivery of reports
        Change / Configure the reports from the UI
           Thus delivering 1,000s of potential reports
        Create your own reports
        Feed reports to SQL Database for enterprise analysis and reporting
BrightWork Project Management Framework

3. A Pre-built Project Management Structure
      Projects Area
         Create project spaces in seconds from supplied Templates
         Report across the site collection
      Portfolios Area
         Group dispersed projects together
         Report across those projects
      Templates Area
         Create & customize project templates
         Create templates from existing projects to reuse lessons learned
      Requests Area
         Manage Project Requests Pipeline

4. Administration Utilities
      Site collection wide column update utility
      Person Picker
      Import & Export List Data web parts
      User Details and full Presence integration
BrightWork Solutions Online Demo




                                   BrightWork Solutions comes with
                                   a full worked sample – using the
                                   fictitious Contoso organization



    http://www.brightwork.com/solutions/try_solutions.htm
  BrightWork Solutions on SP 2007
(1)   Project Management Framework

      A standards based framework that
      enables organizations to build their
      own project management process
      and also a Project Management
      Office (PMO) into SharePoint.
      Also delivers a sample / starter
      PMO.

(2)   Project Management Templates

      Includes four instant yet
      customizable templates
      Designed to meet the needs of
      organizations for project
      management at varying levels of
      complexity:
       - Issue Manager
       - Business Projects
       - IT Projects
       - Agile Software Projects
BrightWork and Project Server
                     BrightWork sits on
                    Windows SharePoint
                   Services 2003 and can
                   easily call Project Web
                  Access from the Custom
                        QuickLaunch




                 BrightWork are working on a
                 feature set to have an option
                 whereby Project Server 2007
                 can manage the work data in
                          BrightWork
BrightWork or Project Server
 BrightWork is the right choice if:
    The projects are small, less formal in nature
    The project management process is not that mature
    The organization wants to use WSS to manage work and projects
    The organization does not (yet) want to deploy project server for
    some reason
    The organization has project server but it is not appropriate for
    every project type
    The organization is looking for a set of “training wheels” for
    project management and want to gradually deploy new process
    and mature their project management practices

 Project Server is the right choice if
    The above statements are not true!!

 BrightWork uses a mix of both Project Server and WSS
 for internal company projects
Licensing and Pricing
BrightWork Solutions
  User license pricing
       $234 in Year 1, which consists of $195 for each license and $39 for annual support,
       maintenance and all upgrades
  OR
       Site/group license deals can also be arranged
  Fast Start for $7,590
       10 User Licenses
       Online Training / Site Setup Assistance [3 days of Consulting Services]
           Project Set-up & Install Support
           Feature Training – incl. how to customize
           Site Design/Customization Assistance
           Pilot Usage Support
  Software requirements
       Windows Server 2003
       Windows SharePoint Services (WSS) 2003 or 2007
       OR SharePoint Portal Server (SPS) 2003 (or MOSS 2007)
       SQL Server 2000 / 2005 [Optional]
       Office 2003 / Office 2007
       Live Communications Server [Optional]
 Success Delivery Process
 Customer Adoption Phases
  Support Customer                                        Formulate an approach to
  through the operational                M5               making the software work
  phase of the project and                                for Customer very quickly
  help plan next steps


                        M4                                 M1


                                                                   Help to get the software
                                                                   installed and configured
Advise on how to                                                   and provide Customer
deploy the new                                                     basic product training
software /process and
help with adjustments
as needed
                             M3                     M2


                             Assist Customer to design the
                             first few instances of usage of the
                             product – to get maximum usage
Fast Start - 1 Week Deployment




 This shows the delivery of services within a 1 week timeline. Services can be spread
 over multiple weeks and delivered according to desired customer pacing and needs.
Evaluating BrightWork Solutions
 Visit the BrightWork Solutions web pages
   http://www.brightwork.com/solutions/index.htm
 Learn about the BrightWork Project Management Office
 Framework
   http://www.brightwork.com/solutions/project_management_framwor
   k.htm
 Attend or view a pre-recorded or a live webcast
      http://www.brightwork.com/company/online_seminars.htm
 Use the full product online
      http://www.brightwork.com/solutions/try_solutions.htm
 Email or phone to ask questions
   info@brightwork.com
   (617) 357-9000 (US) or +353-91-514500 (Europe)

				
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