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