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Project Management on SharePoint 2013:
Get Started Fast and Evolve at Your Own Pace
David J. Rosenthal, CEO, Atidan
July 2...
Logistics for Today’s Webcast
• Use your computer for Webex audio or use
phone
– Select ‘I will call in’ for USA and Globa...
Project Management on SharePoint 2013:
Get Started Fast and Evolve at Your Own Pace
Today’s Webcast Description
Available to deploy on premise or online, BrightWork on
SharePoint 2013 will help you:
• Easil...
Today’s Agenda
• Project Management on SharePoint 2013
• Summary, References, Suggested Next Steps
• More Q & A
Demo and Deployment Sequence
1. Start Quick and Get Immediate Visibility and Control
2. Professional Training and Deployme...
Start Quick and Get Experience
“For the things we have to learn,
before we can do them,
we learn by doing them.”
- Aristot...
The BrightWork & Atidan Approach
Start
Deliver Immediate
Visibility and
Control
Evolve
Mature Project
Management
Practices...
Built-in Best Practices (in Templates)
Get Immediate Visibility and Control
Projects Tracker
(Inside a Project Office)
- One Project Status
Update
- Many Dashboa...
Very Quick Entry of Project Updates
Fast Reporting of Project Status
All Projects on One Set of Dashboards
(i) Free Trial & Training; (ii) Hosted PM Site
BrightWork Training Included
Collaboratively Manage in the Small
Create New Project
- from a Template
Use a Simple Process
i. Project Statement
ii. Tas...
Manage Project with Project Lite
Manage with Medium Complexity
Add More Process,
e.g.
- Risks
- Metrics
- Status Reports
- Resource Reports
Sample Tiles: from Project Standard
Add Status Report: Dashboards Updated
Added Quick Status Reporting
Simplified Metrics
Separation of powers!
- A Simpler Pr...
Manage with Medium Complexity
Add
- More Process, e.g.
- Change Requests
- Post Mortem
- etc.
- Project Sync – Wow!
Microsoft Project to SharePoint Sync
Risk Reporting and Personal Reporting
Ribbon - Shared Reporting
Configurable Scorecards (as web-parts)
(i) Make Changes to Projects and Templates
(ii) Design Sync Template Changes
Nintex Forms – Mobile Everywhere
• Deploy PMO forms
on any device,
internally &
externally
• Integrate with
BrightWork
tem...
Nintex Workflow – Running the PMO
• Enable process & workflows
across PMO
• Notifications, escalations,
approvals, collabo...
Today’s Agenda
• Project Management on SharePoint 2013
• Summary, References, Suggested Next Steps
• More Q & A
After Survey/Poll - Reflection
• Would you now like to use SharePoint 2013
to manage your Projects and Project
Office?
1. ...
Next Actions - “We are ready to start”
• Have your Project Office up and running in as little as three to six weeks
• The ...
Q&A and Feedback
In WebEx, click “Chat” panel or “Alt Q” to
open the Question Manager
1. Questions and Opinions
2. Feedbac...
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Atidan - BrightWork Project Management 2013 for SharePoint Webinar

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Transcript of "Atidan - BrightWork Project Management 2013 for SharePoint Webinar"

  1. 1. Project Management on SharePoint 2013: Get Started Fast and Evolve at Your Own Pace David J. Rosenthal, CEO, Atidan July 23, 2013
  2. 2. Logistics for Today’s Webcast • Use your computer for Webex audio or use phone – Select ‘I will call in’ for USA and Global numbers • Slide Deck & Webcast Recording links tomorrow • Questions and Answers – Impractical to take questions on the phone throughout - sorry! • Your phone has already been put on mute for now to avoid accidental background noise – We will answer questions at the end as follows: • WebEx Chat panel – After the webcast - extra questions to brightwork@atidan.com
  3. 3. Project Management on SharePoint 2013: Get Started Fast and Evolve at Your Own Pace
  4. 4. Today’s Webcast Description Available to deploy on premise or online, BrightWork on SharePoint 2013 will help you: • Easily initiate, plan, track and control all projects in one SharePoint environment • Efficiently collaborate and get everyone on the same page • Effectively manage portfolios • Increase your project success rate • Evolve your project management best practices
  5. 5. Today’s Agenda • Project Management on SharePoint 2013 • Summary, References, Suggested Next Steps • More Q & A
  6. 6. Demo and Deployment Sequence 1. Start Quick and Get Immediate Visibility and Control 2. Professional Training and Deployment 3. Improved Best Practices Templates – Collaboratively Manage in the Small, Medium and Large 4. Effectively Manage Across Projects and Portfolios 5. Evolve Project Management
  7. 7. Start Quick and Get Experience “For the things we have to learn, before we can do them, we learn by doing them.” - Aristotle
  8. 8. The BrightWork & Atidan Approach Start Deliver Immediate Visibility and Control Evolve Mature Project Management Practices with Flexibility
  9. 9. Built-in Best Practices (in Templates)
  10. 10. Get Immediate Visibility and Control Projects Tracker (Inside a Project Office) - One Project Status Update - Many Dashboards Updated
  11. 11. Very Quick Entry of Project Updates
  12. 12. Fast Reporting of Project Status
  13. 13. All Projects on One Set of Dashboards
  14. 14. (i) Free Trial & Training; (ii) Hosted PM Site
  15. 15. BrightWork Training Included
  16. 16. Collaboratively Manage in the Small Create New Project - from a Template Use a Simple Process i. Project Statement ii. Tasks (really easy update) iii. Documents iv. Issues v. Status Reports Reports - My Work - Gantt - Dashboards
  17. 17. Manage Project with Project Lite
  18. 18. Manage with Medium Complexity Add More Process, e.g. - Risks - Metrics - Status Reports - Resource Reports
  19. 19. Sample Tiles: from Project Standard
  20. 20. Add Status Report: Dashboards Updated Added Quick Status Reporting Simplified Metrics Separation of powers! - A Simpler Project Statement - more static information - Status Report does updating
  21. 21. Manage with Medium Complexity Add - More Process, e.g. - Change Requests - Post Mortem - etc. - Project Sync – Wow!
  22. 22. Microsoft Project to SharePoint Sync
  23. 23. Risk Reporting and Personal Reporting
  24. 24. Ribbon - Shared Reporting
  25. 25. Configurable Scorecards (as web-parts)
  26. 26. (i) Make Changes to Projects and Templates
  27. 27. (ii) Design Sync Template Changes
  28. 28. Nintex Forms – Mobile Everywhere • Deploy PMO forms on any device, internally & externally • Integrate with BrightWork templates • Integrate with workflow
  29. 29. Nintex Workflow – Running the PMO • Enable process & workflows across PMO • Notifications, escalations, approvals, collaboration, forms, mobile and much more • Measure & improve business • Integrate with other systems
  30. 30. Today’s Agenda • Project Management on SharePoint 2013 • Summary, References, Suggested Next Steps • More Q & A
  31. 31. After Survey/Poll - Reflection • Would you now like to use SharePoint 2013 to manage your Projects and Project Office? 1. No 2. Maybe 3. Yes
  32. 32. Next Actions - “We are ready to start” • Have your Project Office up and running in as little as three to six weeks • The bundle includes: (i) software; (ii) consulting / training; (iii) support – Project scoping, planning and setup and needs definition – All the BrightWork templates – 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 year of support, upgrades and training materials Web www.atidan.com  brightwork@Atidan.com  1-215-825-5045 x5001
  33. 33. Q&A and Feedback In WebEx, click “Chat” panel or “Alt Q” to open the Question Manager 1. Questions and Opinions 2. Feedback on this webcast 3. Suggestions for future webcasts To get more related materials please visit: Web www.atidan.com  brightwork@Atidan.com  1-215-825-5045 x5001
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