Fresh Project
Social Collaboration and Project Management

          Utilizing Alfresco Enterprise




              Scott Rost, VP of Professional Services,
                                     srost@ziaconsulting.com
Agenda
• Introductions
• Zia Consulting Overview
• Fresh Project Slide Presentation
• Fresh Project Demo
• Q&A
Who is Zia Consulting?


Our Partners   Zia Consulting is a leading provider of enterprise business
               solutions for content management from paper to mobile.


               The Content People at Zia Consulting

               •   Driving Enterprise Mobility Technology
               •   Experts in Enterprise Integration and Cloud Ready Solutions
               •   Connected with industry leading partners
               •   Delivering measurable business results, on time, within budget

               Zia provides innovative solutions which open up new
               possibilities in a content anywhere environment
Who is Zia Consulting?

End to End Business Solutions

 • Project Management
 • Procurement
 • Sales Automation
 • Contract and Records Management
 • eDiscovery
 • Knowledge Management
 • Business Process Management

Integrity is core to how Zia does business
Why Fresh Project?
                        What problem does it solve?



•
                                                          - Web based project management and
    Portfolio Visibility                                  collaboration
                                                          - 2 way synchronization with MS
    •   Gantt chart previews                              Project

    •   Resource utilization

    •   Tasks collaboration

•   Low Cost and Scalable                               Installed as amps in Alfresco
                                                        Share
    •   Avoid unnecessary licensing

    •   Consistent and repeatable processes

    •   Collaboration without burying IT with support
        requests

•   Quick Win for ECM Implementations                   Relevant Users
                                                        - Service based organizations
                                                        - PM focused organizations
Fresh Project
                      Key Features



• Social collaboration with complete ECM functionality

• Project Management Institute (PMI) based processes

• MS Project integration with Gantt chart preview

• Project and portfolio status dashlets

• Notification from data list assignments (email / dashlet)
  and tracking

• Controlled access to the template Share Sites
Project Template
            Configurable Project Site




• Configurable Site dashboard
• Custom data lists for project tracking
• Access control for groups and users managed via
  custom data lists
• Project template Share Site customized by Admin
• Customized document library
PMI-Based Folder Structure

            • Configurable
            • Based on Software
              Development Lifecycle
            • Consistent folder structure
              allows for easy navigation of
              project files
            • Admin can manage template
              folder structure based on
              business needs of the
              organization
Portfolio & Project Management
      Rollup Dashlets To Monitor Status



                                     Project Site Rollup
                                          Shows project status for
                                          ACME Site only




                                    My Dashboard Rollup
                                          Shows portfolio status for all of
                                          My Sites
Fresh Project Data Lists




• Risk Items
  • Situation, problem, or an activity that may happen which impacts upon the
    approved Project Plan
• Issue Items
  •    Situation, problem, or an activity that has happened or is happening which
      impacts upon the approved Project Plan
• Action Items
  • Task to be documented, tracked, and completed by a project staff member
• Project Status
  • Key parameters to track the health of a project
Fresh Project Gantt Chart




Gantt Chart
     Shows overall schedule with
     assigned resources, task duration,
     and percent complete
Fresh Project Gantt Chart




Schedule Data List
     Allows only Site Manager or
     assigned users to update the
     scheduled tasks
Fresh Project Demo
Questions & Answers




Scott Rost, scott@ziaconsulting.com
http://www.ziaconsulting.com/freshproject/

Fresh Project

  • 1.
    Fresh Project Social Collaborationand Project Management Utilizing Alfresco Enterprise Scott Rost, VP of Professional Services, srost@ziaconsulting.com
  • 2.
    Agenda • Introductions • ZiaConsulting Overview • Fresh Project Slide Presentation • Fresh Project Demo • Q&A
  • 3.
    Who is ZiaConsulting? Our Partners Zia Consulting is a leading provider of enterprise business solutions for content management from paper to mobile. The Content People at Zia Consulting • Driving Enterprise Mobility Technology • Experts in Enterprise Integration and Cloud Ready Solutions • Connected with industry leading partners • Delivering measurable business results, on time, within budget Zia provides innovative solutions which open up new possibilities in a content anywhere environment
  • 4.
    Who is ZiaConsulting? End to End Business Solutions • Project Management • Procurement • Sales Automation • Contract and Records Management • eDiscovery • Knowledge Management • Business Process Management Integrity is core to how Zia does business
  • 5.
    Why Fresh Project? What problem does it solve? • - Web based project management and Portfolio Visibility collaboration - 2 way synchronization with MS • Gantt chart previews Project • Resource utilization • Tasks collaboration • Low Cost and Scalable Installed as amps in Alfresco Share • Avoid unnecessary licensing • Consistent and repeatable processes • Collaboration without burying IT with support requests • Quick Win for ECM Implementations Relevant Users - Service based organizations - PM focused organizations
  • 6.
    Fresh Project Key Features • Social collaboration with complete ECM functionality • Project Management Institute (PMI) based processes • MS Project integration with Gantt chart preview • Project and portfolio status dashlets • Notification from data list assignments (email / dashlet) and tracking • Controlled access to the template Share Sites
  • 7.
    Project Template Configurable Project Site • Configurable Site dashboard • Custom data lists for project tracking • Access control for groups and users managed via custom data lists • Project template Share Site customized by Admin • Customized document library
  • 8.
    PMI-Based Folder Structure • Configurable • Based on Software Development Lifecycle • Consistent folder structure allows for easy navigation of project files • Admin can manage template folder structure based on business needs of the organization
  • 9.
    Portfolio & ProjectManagement Rollup Dashlets To Monitor Status Project Site Rollup Shows project status for ACME Site only My Dashboard Rollup Shows portfolio status for all of My Sites
  • 10.
    Fresh Project DataLists • Risk Items • Situation, problem, or an activity that may happen which impacts upon the approved Project Plan • Issue Items • Situation, problem, or an activity that has happened or is happening which impacts upon the approved Project Plan • Action Items • Task to be documented, tracked, and completed by a project staff member • Project Status • Key parameters to track the health of a project
  • 11.
    Fresh Project GanttChart Gantt Chart Shows overall schedule with assigned resources, task duration, and percent complete
  • 12.
    Fresh Project GanttChart Schedule Data List Allows only Site Manager or assigned users to update the scheduled tasks
  • 13.
  • 14.
    Questions & Answers ScottRost, scott@ziaconsulting.com http://www.ziaconsulting.com/freshproject/