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Atidan - BrightWork Project Management 2013 for SharePoint Webinar

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  • 1. Project Management on SharePoint 2013: Get Started Fast and Evolve at Your Own Pace David J. Rosenthal, CEO, Atidan July 23, 2013
  • 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. Project Management on SharePoint 2013: Get Started Fast and Evolve at Your Own Pace
  • 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. Today’s Agenda • Project Management on SharePoint 2013 • Summary, References, Suggested Next Steps • More Q & A
  • 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. Start Quick and Get Experience “For the things we have to learn, before we can do them, we learn by doing them.” - Aristotle
  • 8. The BrightWork & Atidan Approach Start Deliver Immediate Visibility and Control Evolve Mature Project Management Practices with Flexibility
  • 9. Built-in Best Practices (in Templates)
  • 10. Get Immediate Visibility and Control Projects Tracker (Inside a Project Office) - One Project Status Update - Many Dashboards Updated
  • 11. Very Quick Entry of Project Updates
  • 12. Fast Reporting of Project Status
  • 13. All Projects on One Set of Dashboards
  • 14. (i) Free Trial & Training; (ii) Hosted PM Site
  • 15. BrightWork Training Included
  • 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. Manage Project with Project Lite
  • 18. Manage with Medium Complexity Add More Process, e.g. - Risks - Metrics - Status Reports - Resource Reports
  • 19. Sample Tiles: from Project Standard
  • 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. Manage with Medium Complexity Add - More Process, e.g. - Change Requests - Post Mortem - etc. - Project Sync – Wow!
  • 22. Microsoft Project to SharePoint Sync
  • 23. Risk Reporting and Personal Reporting
  • 24. Ribbon - Shared Reporting
  • 25. Configurable Scorecards (as web-parts)
  • 26. (i) Make Changes to Projects and Templates
  • 27. (ii) Design Sync Template Changes
  • 28. Nintex Forms – Mobile Everywhere • Deploy PMO forms on any device, internally & externally • Integrate with BrightWork templates • Integrate with workflow
  • 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. Today’s Agenda • Project Management on SharePoint 2013 • Summary, References, Suggested Next Steps • More Q & A
  • 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. 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. 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