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BrightWork Overview Introduction to BrightWork Solutions Enterprise Reporting and Project Management Products for SharePoint Company Overview Founded in 1996 with offices in U.S. (Boston and Seattle) and Europe (Ireland)

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brightwork overview

BrightWork Overview

Introduction to BrightWork Solutions

Enterprise Reporting and Project Management Products for SharePoint

company overview
Company Overview
  • Founded in 1996 with offices in U.S. (Boston and Seattle) and Europe (Ireland)
  • Customers include Microsoft, US Army, Trident Insurance, GMAC/RFC, US Navy, National Weather Service, Vital Insurance, Ohio State, Absolute Poker, etc.
  • BrightWork is a Microsoft Gold Certified partner with partners in US, Europe and Australia
  • Deep Microsoft Partnership
    • [1998] A Lotus Premium Partner – recruited to be a Microsoft partner!!
    • Early Product Development / Adoption
      • [1998] Exchange 2000, [2000] SharePoint 2001 and [2002] SharePoint 2003 JDP (Joint Dev. Program)
      • [2003] Visual Studio Team System 2005 Technology Adoption Program
      • [2005] SharePoint v3, Office 12 and Project 12 Technology Adoption Program
    • [2001 to now] Member Microsoft Portal & Collaboration PAC (Partner Advisory Council)
    • [2003, 4, 5] Member Microsoft SharePoint DAC (Developer Advisory Council)
    • [2001 to now] Microsoft is one of BrightWork’s largest customers
brightwork solutions
BrightWork Solutions
  • Project Management FrameworkA standards based framework that enables organizations to build their own project management process and also a Project Management Office (PMO) into SharePoint. Also delivers a sample / starter PMO.
  • (2) Project Management TemplatesIncludes four instant yet customizable templatesDesigned to meet the needs of organizations for project management at varying levels of complexity:
    • - Issue Manager
    • - Business Projects
    • - IT Projects
    • - Agile Software Projects

See Appendix 2for more details.

consider project management complexity not all projects need the same pm approach
Consider Project Management ComplexityNot all projects need the same PM approach

SharePoint

Use SharePoint sites (structured for Project Management)

SharePoint Option 1:BrightWork Reporter

Use out of the box SharePoint sites (with reporting added)

SharePoint Option 2:BrightWork Solutions

Enterprise Project

Management

High

Project Complexity (Numbers and Kinds of Work items to Manage).

Amount of Project Management Process

Low

MS Project and

Project Server

Email and excel

LowDegree of structure & coordination neededHigh

http://www.brightwork.com/products/collaborative_products_guide.htm

a microsoft perspective
A Microsoft Perspective
  • BrightWork Solutions

“With the advances in SharePoint Server 2007 we see more and more customers using SharePoint to manage projects, and a product like BrightWork Solutions that is rich in project management functionality and based on the Microsoft Solutions Framework will provide significant business value to customers.”

Kurt DelBeneCorporate Vice PresidentMicrosoft Office Server Group

http://www.brightwork.com/file/pdf/BrightWork_and_SharePoint_2007.pdf

brightwork products summary
BrightWork Products - Summary
  • Why BrightWork Solutions?
    • For organizations that want a ready made high quality, highly customizable framework, that gives way more project management functionality than the base SharePoint platform, including a PMO framework.
  • How do I get started?
    • Organizations can work with BrightWork directly or with one of the many partners in US, Europe and Australia.
next steps
Next Steps
  • Review the Appendices in this slide deck for more detail
  • BrightWork Reporter on our website
    • http://www.brightwork.com/reporter/index.htm
  • BrightWork Solutions on our website
    • http://www.brightwork.com/solutions/index.htm
  • Attend or view a pre-recorded or a live webcast
      • http://www.brightwork.com/company/online_seminars.htm
  • Find a BrightWork partner
    • http://www.brightwork.com/partners/index.htm
  • Email or phone to ask questions
    • info@brightwork.com
    • (617) 357-9000 (US) or +353-91-514500 (Europe)
project management complexity not all projects need the same pm approach

All brought together in a Project Office (on SharePoint)

Project Management ComplexityNot all projects need the same PM approach

ProjectServer

High

Project Complexity (Numbers and Kinds of Work items to Manage).

Amount of Project Management Process

Low

Agile Software

projects

IT Projects

Business Projects

Manage projects via Issues

email and Excel

LowDegree of project management neededHigh

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brightwork solutions project management office framework and templates
BrightWork SolutionsProject Management Office Framework and Templates
  • Project Management Framework
    • A standards based framework that enables organizations to build their own project management process for one or more projects.
    • A Project Management Office (PMO) framework on SharePoint.
      • Also delivers a sample / starter PMO, to enable organizations with a faster start in setting up a PMO.
  • Project Management Templates
    • Issue Manager
      • Based on management by exception
    • Business Project Manager
      • Based on PMI PMBOK* and MSF** v3
    • IT Project Manager
      • Based on MSF v3
    • Agile Software Manager
      • Based on MSF for Agile Software Development (MSF v4)
  • * PMI PMBOK - Project Management Institute Body of Knowledge
  • ** MSF - Microsoft Solutions Framework
what is brightwork pmo 1
What is BrightWork PMO? (1)
  • BrightWork PMO is an out of the box solution for managing multiple projects
  • It is designed to be used by:
    • Managers
    • Employees
    • Customers
    • Partners
what is brightwork pmo 2
What is BrightWork PMO? (2)
  • BrightWork PMO Consists of 5 Main areas:
    • Projects
      • This is where projects are created, monitored and managed
    • Portfolios
      • Portfolios are a way of grouping disparate projects together for reporting purposes
    • Templates
      • Projects are created from templates
    • Requests
      • This area is for requesting a project and managing the project pipeline
    • Archive
      • This is an optional area for storing finished projects that you want to keep
brightwork pmo home page
BrightWork PMO Home Page

High–level Announcements

Tabs for navigating to one of the 5 Areas

Project Hierarchy web part

Displays all the projects and their location in the hierarchy

Role based information and links

sample reports page
Sample Reports Page
  • Reports show data from all projects and include:
    • All Projects
    • Projects in Trouble
    • My Projects
    • Critical Issues
1 issue manager based on management by exception
1. Issue ManagerBased-on Management by Exception
  • Multiple sites with issues
  • Grade Issues according to status
  • Export to Excel and Email report
  • Filter as needed
2 business project manager based on msf and in turn pmi pmbok
2. Business Project ManagerBased-on MSF (and in turn PMI PMBOK)
  • Project management experience baked in
  • Web parts for viewing work and projects status
  • Reuse project experience and lessons learnt
  • Email notification on work assignment
3 it project manager based on microsoft solutions framework v3 0
3. IT Project ManagerBased-on Microsoft Solutions Framework v3.0
  • BrightWork is the only SharePoint solution to fully support the Microsoft Solutions Framework (MSF v3)
  • Full set of deliverables and MSF support included
4 agile software manager based on msf for agile software development
4. Agile Software ManagerBased-on MSF for Agile Software Development
  • BrightWork is the only SharePoint solution to fully support the Microsoft Solutions Framework Agile for Iterative Software Development (MSF v4)
  • Full set of deliverables templates (e.g. Vision Statement) included
  • Role base Work Products and Work Activities
brightwork project management framework
BrightWork Project Management Framework
  • Process for managing single projects

BrightWork Solutions makes it very easy to manage a project in SharePoint – by adding project management process to the SharePoint platform (using MSF as the intellectual guide)

  • Flexible Reporting across one or more projects

BrightWork Solutions adds the capability to report across one or more projects and lists

  • Project Management Structure

BrightWork Solutions adds a project management structure needed for projects and portfolios in a PMO – Projects Management Office

  • Administration Utilities

BrightWork Solutions includes a number of system level utilities designed to make life easier for managing projects on SharePoint

brightwork project management framework19
BrightWork Project Management Framework
  • Process for managing projects
    • Custom Navigation – customizable QuickLaunch, project hierarchy views, navigation from rollup reports
      • UI trimming based on user security level – they only see sites they can access!
    • Advanced form layout options
    • Event driven notifications
      • On assignment, sub-assignment, status change, completion, etc.
      • User not required to sign up first in order to get alerts!
    • Per-item unique referencing
    • Append only comment history
    • Field change history (for change auditing)
    • Specific lists for managing projects – Goals, Phases, Milestones, Deliverables, Tasks, Issues, Risks, Change Requests, Teams, etc.
    • Project team management – Task assignment from team and role definition
brightwork project management framework20
BrightWork Project Management Framework
  • Flexible Reporting
    • Project Management reports included in every project
      • Pre-built Views for the BrightWork Project Management lists
      • Role driven and user specific reports
      • Gantt chart
      • Auto update of Project Summary
    • Rollup reporting across projects
      • Report on data from multiple lists and webs
      • Distribute the reported data
        • Print, email, export to excel
        • Scheduled email delivery of reports
      • Change / Configure the reports from the UI
        • Thus delivering 1,000s of potential reports
      • Create your own reports
      • Feed reports to SQL Database for enterprise analysis and reporting
brightwork project management framework21
BrightWork Project Management Framework
  • A Pre-built Project Management Structure
    • Projects Area
      • Create project spaces in seconds from supplied Templates
      • Report across the site collection
    • Portfolios Area
      • Group dispersed projects together
      • Report across those projects
    • Templates Area
      • Create & customize project templates
      • Create templates from existing projects to reuse lessons learned
    • Requests Area
      • Manage Project Requests Pipeline
  • Administration Utilities
    • Site collection wide column update utility
    • Person Picker
    • Import & Export List Data web parts
    • User Details and full Presence integration
brightwork solutions online demo
BrightWork Solutions Online Demo

BrightWork Solutions comes with a full worked sample – using the fictitious Contoso organization

http://www.brightwork.com/solutions/try_solutions.htm

brightwork solutions on sp 2007
BrightWork Solutions on SP 2007
  • Project Management FrameworkA standards based framework that enables organizations to build their own project management process and also a Project Management Office (PMO) into SharePoint. Also delivers a sample / starter PMO.
  • (2) Project Management TemplatesIncludes four instant yet customizable templatesDesigned to meet the needs of organizations for project management at varying levels of complexity:
    • - Issue Manager
    • - Business Projects
    • - IT Projects
    • - Agile Software Projects
brightwork and project server
BrightWork and Project Server

BrightWork sits on Windows SharePoint Services 2003 and can easily call Project Web Access from the Custom QuickLaunch

BrightWork are working on a feature set to have an option whereby Project Server 2007 can manage the work data in BrightWork

brightwork or project server
BrightWork or Project Server
  • BrightWork is the right choice if:
    • The projects are small, less formal in nature
    • The project management process is not that mature
    • The organization wants to use WSS to manage work and projects
    • The organization does not (yet) want to deploy project server for some reason
    • The organization has project server but it is not appropriate for every project type
    • The organization is looking for a set of “training wheels” for project management and want to gradually deploy new process and mature their project management practices
  • Project Server is the right choice if
    • The above statements are not true!!
  • BrightWork uses a mix of both Project Server and WSS for internal company projects
licensing and pricing brightwork solutions
Licensing and PricingBrightWork Solutions
  • User license pricing
    • $234 in Year 1, which consists of $195 for each license and $39 for annual support, maintenance and all upgrades

OR

    • Site/group license deals can also be arranged
  • Fast Start for $7,590
    • 10 User Licenses
    • Online Training / Site Setup Assistance [3 days of Consulting Services]
      • Project Set-up & Install Support
      • Feature Training – incl. how to customize
      • Site Design/Customization Assistance
      • Pilot Usage Support
  • Software requirements
    • Windows Server 2003
    • Windows SharePoint Services (WSS) 2003 or 2007

ORSharePoint Portal Server (SPS) 2003 (or MOSS 2007)

    • SQL Server 2000 / 2005 [Optional]
    • Office 2003 / Office 2007
    • Live Communications Server [Optional]
success delivery process customer adoption phases
Success Delivery ProcessCustomer Adoption Phases

Support Customer through the operational phase of the project and help plan next steps

Formulate an approach to making the software work for Customer very quickly

M5

Operational

Strategy

M1

M4

Help to get the software installed and configured and provide Customer basic product training

Infrastructure

  • Advise on how to deploy the new software /process and help with adjustments as needed

Rollout

First Design

M3

M2

Assist Customer to design the first few instances of usage of the product – to get maximum usage

fast start 1 week deployment
Fast Start - 1 Week Deployment

This shows the delivery of services within a 1 week timeline. Services can be spread over multiple weeks and delivered according to desired customer pacing and needs.

evaluating brightwork solutions
Evaluating BrightWork Solutions
  • Visit the BrightWork Solutions web pages
    • http://www.brightwork.com/solutions/index.htm
  • Learn about the BrightWork Project Management Office Framework
    • http://www.brightwork.com/solutions/project_management_framwork.htm
  • Attend or view a pre-recorded or a live webcast
      • http://www.brightwork.com/company/online_seminars.htm
  • Use the full product online
      • http://www.brightwork.com/solutions/try_solutions.htm
  • Email or phone to ask questions
    • info@brightwork.com
    • (617) 357-9000 (US) or +353-91-514500 (Europe)