Managing Project Management
with SharePoint & BrightWork
Collaboration Spectrum
MS Project and
Project Server
High
Degree of
strict
control
needed
over
time,
cost
and
resources
Enterprise
Project
Management
Project
Management
SharePoint
Work
Management
BrightWork
on SharePoint
Doc. Mgmt
& Team
Collaboration
email
Low
Low
Degree of structure & coordination needed
High
Key areas where SharePoint
aids Project Management

Document Management
 Issue Management
 Risk Management
 Change Control
 Organization
Keys to Organization

Team conversation/collaboration
 Documents
 Deliverables
 Project Information for Reporting
 Consistency/Repeatability
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
IT Project Manager
Based-on Microsoft Solutions Framework
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
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
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
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