1. Two Free SharePoint
Project Management Templates
How to install,
How to use,
How to modify.
www.brightwork.com
Éamonn McGuinness
@BrightWork_

2. Today’s Pre-Agenda!
SharePoint for Project
Management
– Costs and Benefits and Proof
(It has been done)
@BrightWork_

3. Costs – Fast Facts
• 57% of companies experience at least one
project failure per year 1
• Only 2% of companies achieve targeted goals all
the time 2
• 71% of companies do not consistently practice
timely and accurate reporting on projects 3
• 1 out of every 2 projects exceeds its budget by
200% 4
• Of organizations rating themselves as having a
mature Project Office, only 11% reported a failed
project in the past year 1
1
KPMG’s International 2002-2003 Programme Management Survey
2
Global IT Project Management Survey
3
4
KPMG New Zealand Project Management Survey 2010
New Research Into Project Failures @BrightWork_

4. Benefits – from an IDC Report
1. Number of projects managed increased by 35%
2. Cost per project reduced by 37%
3. Redundant projects dropped by 78%
4. IT staff productivity increased by 14%
5. Project failure dropped by 59%
6. Total annual benefit per 100 users $83,500
5
How Project and Portfolio Management Solutions Are Delivering Value to Organizations @BrightWork_

5. @BrightWork_

6. eBook – 10 Case Studies
http://www.brightwork.com/community/Project-and-Portfolios-Management-Case-Studies-eBook.asp?event=6 @BrightWork_

7. Today’s Agenda
• Webcast Opening & Introduction
• The Webcast – “Free Templates”:
–Explanation and Demo:
i. Install
ii. Use
iii. Modify
• References, Suggested Next Steps
• Q&A
@BrightWork_

8. Today’s Agenda
• Webcast Opening & Introduction
• The Webcast – “Free Templates”:
– Explanation and Demo:
i. Install
ii. Use
iii. Modify
• References, Suggested Next Steps
• Q&A
@BrightWork_

9. BrightWork - Executive Summary
• 1995 – Started developing the BrightWork project
management solution
• Built on Lotus Notes from 1995 to 1999
• Moved to Microsoft platforms in 1999
• Have been a Microsoft JDP (Joint Development Partner)
for every version of SharePoint – including the next one
• Have released a commercial work, project and portfolio
management product on Microsoft:
– Exchange 2000 (webstore)
– SharePoint 2001 (webstore)
– SharePoint 2003
– SharePoint 2007
– SharePoint 2010
– SharePoint 2013
• Customers in US, Canada, Mexico, Europe and Australia
@BrightWork_

10. BrightWork is
- a SharePoint solution
- for Project and Portfolio
Management
- that delivers immediate visibility
and control,
- with the flexibility to evolve and
mature as needed.
@BrightWork_

11. The BrightWork Approach
Start Evolve
Deliver Immediate Mature Project
Visibility and Management
Control Practices with
Flexibility
@BrightWork_

12. Best Practices (in Templates)
@BrightWork_

13. Best Practices (in Templates)
@BrightWork_

14. Free Template – Lite
List, Libraries and Web Parts
1. Project Wiki
2. Project Statement
3. Project Tasks
4. Documents
5. Calendar
6. Reports
– My Work and Work
7. Project Issues
8. Project Status Reports
@BrightWork_

15. Free Template – Structured
List, Libraries and Web Parts
1. Project Wiki
2. Project Statement
3. Project Goals
4. Contacts
5. Project Tasks
6. Documents
7. Project Risks
8. Reports – My Work and Work
9. Discussions
10. Calendar
11. Project Issues
12. Project Status Reports
13. Lessons Learned
@BrightWork_

16. Today’s Agenda
• Webcast Opening & Introduction
• The Webcast – “Free Templates”:
– Explanation and Demo:
i. Install
ii. Use
iii. Modify
• References, Suggested Next Steps
• Q&A
@BrightWork_

17. Download, Install and Setup - 1
@BrightWork_

18. Download, Install and Setup - 2
@BrightWork_

19. Download, Install and Setup - 3
@BrightWork_

20. Today’s Agenda
• Webcast Opening & Introduction
• The Webcast – “Free Templates”:
– Explanation and Demo:
i. Install
ii. Use
iii. Modify
• References, Suggested Next Steps
• Q&A
@BrightWork_

21. Project Management Functionality
• Landing Page
– showing key project information and navigation to
other dashboards
@BrightWork_

22. Project Management Functionality
• Project management process
exposed through
the Quick Launch
@BrightWork_

23. Project Management Functionality
• Project Management Dashboards
@BrightWork_

24. Work Management Dashboards
@BrightWork_

25. Project Management Functionality
• Automatic status report capture workflow
@BrightWork_

26. Project Management Functionality
• Issue escalation for Risks and Tasks
@BrightWork_

27. Today’s Agenda
• Webcast Opening & Introduction
• The Webcast – “Free Templates”:
– Explanation and Demo:
i. Install
ii. Use
iii.Modify
• References, Suggested Next Steps
• Q&A
@BrightWork_

28. Project Management Functionality
• Works out of the box – and very configurable
@BrightWork_

29. Project Management Functionality
• Works out of the box – and very configurable
@BrightWork_

30. Project Management – Help
@BrightWork_

31. Can I get free support as well?
• Sure you can!
@BrightWork_

32. Can I get free support as well?
• http://www.brightworksupport.com/forums/forum/free-brightwork-
project-management-template/
@BrightWork_

33. Today’s Agenda
• Webcast Opening & Introduction
• The Webcast – “Free Templates”:
– Explanation and Demo:
i. Install
ii. Use
iii. Modify
• References, Suggested Next Steps
• Q&A
@BrightWork_

34. Today’s Agenda
• Webcast Opening & Introduction
• The Webcast – “Free Templates”:
– Explanation and Demo:
i. Install
ii. Use
iii. Modify
• References, Suggested Next Steps
• Q&A
@BrightWork_

35. Download, Install and Setup
@BrightWork_

36. “I still need more Information”
1. Ask questions now!
2. Try the Template
3. Request a Custom Demo
http://www.brightwork.com
Connect with BrightWork:
@BrightWork_

37. Next Actions - “We are ready to start”
• Have your Project Office up and running in as little as
three to four weeks
• The bundle includes: (i) software; (ii) mentoring /
training; and (iii) support
– Project scoping, planning and setup and needs definition
– 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 years of support, upgrades and Web www.brightwork.com
access to training material  info@brightwork.com
• Price - $19,875
This price does not include the cost  Americas: 1-617-357-9000 Ext 701
of the Microsoft products needed.  Europe/Int’l: +353-91-514-492
@BrightWork_

38. Q&A and Feedback
In Live Meeting, click “Q&A”
panel or “Alt Q” to open the
Question Manager
We’d love to hear more detailed
feedback on this webcast 1. Questions
email ... info@brightwork.com
2. Feedback on this webcast
To get more related materials please visit: 3. Suggestions for future
http://www.brightwork.com webcasts
Connect with BrightWork:
@BrightWork_