Free SharePoint Project Management Templates from BrightWork and Atidan

@BrightWork_

www.brightwork.com

Two Free SharePoint Project Management Templates

How to install, How to use,

How to modify.

Éamonn McGuinness

@BrightWork_

Today’s Pre-Agenda!

SharePoint for Project

Management

– Costs and Benefits and Proof

(It has been done)

@BrightWork_

Costs – Fast Facts

• 57% of companies experience at least one project failure per year 1

• Only 2% of companies achieve targeted goals all the time 2

• 71% of companies do not consistently practice timely and accurate reporting on projects 3

• 1 out of every 2 projects exceeds its budget by 200% 4

• Of organizations rating themselves as having a mature Project Office, only 11% reported a failed project in the past year 1

1 KPMG’s International 2002-2003 Programme Management Survey2

Global IT Project Management Survey3 KPMG New Zealand Project Management Survey 20104 New Research Into Project Failures

@BrightWork_

Benefits – from an IDC Report

1. Number of projects managed increased by 35%

2. Cost per project reduced by 37%

3. Redundant projects dropped by 78%

4. IT staff productivity increased by 14%

5. Project failure dropped by 59%

6. Total annual benefit per 100 users $83,500

5 How Project and Portfolio Management Solutions Are Delivering Value to Organizations

@BrightWork_

@BrightWork_

eBook – 10 Case Studies

http://www.brightwork.com/community/Project-and-Portfolios-Management-Case-Studies-eBook.asp?event=6

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Today’s Agenda

• Webcast Opening & Introduction

• The Webcast – “Free Templates”:

–Explanation and Demo:i. Install

ii. Use

iii. Modify

• References, Suggested Next Steps

• Q & A

@BrightWork_

Today’s Agenda

• Webcast Opening & Introduction

• The Webcast – “Free Templates”:

–Explanation and Demo:

i. Install

ii. Use

iii. Modify

• References, Suggested Next Steps

• Q & A

@BrightWork_

BrightWork - Executive Summary• 1995 – Started developing the BrightWork project

management solution

• Built on Lotus Notes from 1995 to 1999

• Moved to Microsoft platforms in 1999

• Have been a Microsoft JDP (Joint Development Partner) for every version of SharePoint – including the next one

• Have released a commercial work, project and portfolio management product on Microsoft:– Exchange 2000 (webstore)

– SharePoint 2001 (webstore)

– SharePoint 2003

– SharePoint 2007

– SharePoint 2010

– SharePoint 2013

• Customers in US, Canada, Mexico, Europe and Australia

@BrightWork_

BrightWork is- a SharePoint solution

- for Project and Portfolio Management

- that delivers immediate visibility and control,

- with the flexibility to evolve and mature as needed.

@BrightWork_

The BrightWork Approach

StartDeliver Immediate

Visibility and Control

EvolveMature Project Management Practices with

Flexibility

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Best Practices (in Templates)

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Best Practices (in Templates)

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Free Template – LiteList, Libraries and Web Parts

1. Project Wiki

2. Project Statement

3. Project Tasks

4. Documents

5. Calendar

6. Reports

– My Work and Work

7. Project Issues

8. Project Status Reports

@BrightWork_

Free Template – Structured List, Libraries and Web Parts

1. Project Wiki

2. Project Statement

3. Project Goals

4. Contacts

5. Project Tasks

6. Documents

7. Project Risks

8. Reports – My Work and Work

9. Discussions

10. Calendar

11. Project Issues

12. Project Status Reports

13. Lessons Learned

@BrightWork_

Today’s Agenda

• Webcast Opening & Introduction

• The Webcast – “Free Templates”:

–Explanation and Demo:

i. Install ii. Use

iii. Modify

• References, Suggested Next Steps

• Q & A

@BrightWork_

Download, Install and Setup - 1

@BrightWork_

Download, Install and Setup - 2

@BrightWork_

Download, Install and Setup - 3

@BrightWork_

Today’s Agenda

• Webcast Opening & Introduction

• The Webcast – “Free Templates”:

–Explanation and Demo:

i. Install

ii. Useiii. Modify

• References, Suggested Next Steps

• Q & A

@BrightWork_

Project Management Functionality

• Landing Page

– showing key project information and navigation to

other dashboards

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Project Management Functionality

• Project management process

exposed through

the Quick Launch

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Project Management Functionality

• Project Management Dashboards

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Work Management Dashboards

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Project Management Functionality

• Automatic status report capture workflow

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Project Management Functionality

• Issue escalation for Risks and Tasks

@BrightWork_

Today’s Agenda

• Webcast Opening & Introduction

• The Webcast – “Free Templates”:

–Explanation and Demo:

i. Install

ii. Use

iii.Modify

• References, Suggested Next Steps

• Q & A

@BrightWork_

Project Management Functionality

• Works out of the box – and very configurable

@BrightWork_

Project Management Functionality

• Works out of the box – and very configurable

@BrightWork_

Project Management – Help

@BrightWork_

Can I get free support as well?

• Sure you can!

@BrightWork_

Can I get free support as well?• http://www.brightworksupport.com/forums/forum/free-brightwork-

project-management-template/

@BrightWork_

Today’s Agenda

• Webcast Opening & Introduction

• The Webcast – “Free Templates”:

–Explanation and Demo:

i. Install

ii. Use

iii. Modify

• References, Suggested Next Steps

• Q & A

@BrightWork_

Today’s Agenda

• Webcast Opening & Introduction

• The Webcast – “Free Templates”:

–Explanation and Demo:

i. Install

ii. Use

iii. Modify

• References, Suggested Next Steps

• Q & A

@BrightWork_

Download, Install and Setup

@BrightWork_

“I still need more Information”

1. Ask questions now!

2. Try the Template

3. Request a Custom Demo

http://www.brightwork.com

Connect with BrightWork:

@BrightWork_

Next Actions - “We are ready to start”

• Have your Project Office up and running in as little as three to four weeks

• The bundle includes: (i) software; (ii) mentoring / training; and (iii) support– Project scoping, planning and 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 template for reporting across projects

– Training for “design” 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

• Price - $19,875

Web www.brightwork.com [email protected] Americas: 1-617-357-9000 Ext 701 Europe/Int’l: +353-91-514-492

This price does not include the cost

of the Microsoft products needed.

@BrightWork_

Q&A and Feedback

In Live Meeting, click “Q&A”

panel or “Alt Q” to open the

Question Manager

1. Questions

2. Feedback on this webcast

3. Suggestions for future

webcasts

To get more related materials please visit:http://www.brightwork.com

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