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Project and Portfolio Management on SharePointVideo Tour ScriptHere at BrightWork, we help teams achieve their ambitions and strategic goalsby making Project Management easy.We combine our project management experience and SharePoint expertise todeliver a project and portfolio management solution on SharePoint.BrightWork guarantees better visibility for senior executives and greatersimplicity for project managers.Some of our customers include Amazon, Siemens, Astra Zeneca, and the UnitedStates Department of Justice.Unlike many project and portfolio management solutions we help you start veryquickly focusing on your most pressing project management needs.Once you are up and running with BrightWork, we help you to evolve yourproject management processes over time.Let’s take a look at how BrightWork can help you.
Manage ProjectsWhether you’ve been a project manager for over twenty years or just starting outon your first project, there are some challenges that tend to be universal.In this video we take a look at how BrightWork can help you address some of themost common issues faced by Project Managers.These include: Having no standardized way to plan or manage a project,Your Team members struggling to contribute to projectsReporting on progress taking up too much time.Plan and Manage with TemplatesToo often projects fail to achieve success because you don’t have a standardizedapproach.Too much time is wasted starting every project from scratch and using multipletools makes tracking and reporting very tricky.Starting and managing a new project with BrightWork couldn't be easier.From the Projects Area, you can initiate a new project from a pre-configuredtemplate or by copying an existing project site.Each template is set up to help you plan a project.First, you can define the purpose, objective and scope of your project by editingthe project statement.Next, you can easily upload your documents and deliverables to the projectlibrary.Then, build your project task plan in a familiar Excel-like grid.Finally, assign work items to the relevant team members to notify them of theirresponsibilities.At any time, you can add more artefacts to your project, such as risks or issues,depending on the needs of your project.Now that you’re setup, let’s look at a few extra ways to manage the projectschedule.
With our ‘In-Browser Task Scheduler” you can quickly calculate, and periodicallyupdate the schedule. You can also move and re-schedule your timeline as oftenas you need.If Microsoft Project is a part of your tool-kit, you can continue to use it, byleveraging the sync within SharePoint.We’ve extended the sync to bring extra information such as, critical path, costs,and variances right into your project site and dashboards.As your process matures, you also have the option to automate key tasks witheither SharePoint or Nintex workflows.The standardized templates in BrightWork allow you to centralize all projectinformation into a single,cohesive tool, save time during project set up and ensure repeatable success foryour project team.Collaborate with a Team Focussed SitePoor collaboration and competing responsibilities makes it difficult for yourteam to deliver consistent results.Team members are often unclear about the goals of the project, who is involvedin the project, and what their own role on the project is.With BrightWork you can collaborate efficiently with a team-focused projectsite.All project team members can track their upcoming and overdue tasks using MyW ork reports and easily update the progress of their work.They can also flag issues that need attention by the project manager.The BrightWork Project Home dashboard gives team members visibility into thewhole project – the big picture.On the Project Homepage, team members can get a snapshot of how the projectis progressing.For example, they can check Key Project Metrics and reports, or look at theproject schedule to see how the work is going.Visual status charts and dashboards give team members high-level insight intoproject health, issues and risks.As you can see with BrightWork, team members can get instant visibility into theproject. They can easily track the progress of any project they are assigned andstay connected with the project team.
Share Progress with Automated ReportsReporting on progress is a key part of project management. Project Managersoften spend too much time chasing updates, instead of managing the projectitself!Let’s take a look at project tracking and re-planning with BrightWork in threeeasy steps – TRACK – RE-PLAN – SHARE.The advantage of BrightWork is that all project information is managed in oneplace.This means that you don’t have to search for updates from different sources,such as email, Excel or phone calls.The out-of-the-box dashboards are already setup with all the information youneed to TRACK the status of the project.Once you know how your project is doing, you are now in a position to RE-PLANthe project.From your project homepage, you can navigate to, and update the projectstatement with new dates.You can easily refresh key documents, deliverables and tasks as needed.And as we’ve seen already, you can use the in-browser task scheduler to updatethe project plan.Now that you have updated the project site, you need to SHARE the updatedplan with project stakeholders.With all your project data in one place, you can create project status reports inless than 5 minutes.These reports are always accessible to the team in the project site. By the way,you can also use BrightWork to:oAutomate daily reminders of overdue work or new issuesoOR, increase stakeholder engagement with weekly project statusreport notifications.Scheduling automated emails could not be easier to setup in BrightWork and canbe changed at any point to suit your needs.By using BrightWork to track and share progress, project managers can quicklycreate reports from the one source.You can find and address problems to keep the project on track and increasestakeholder engagement with up to date information.
SummaryUsing BrightWork for your projects simplifies processes, engages stakeholders,and increases collaboration in one project management tool. You can plan and manage with a range of standardized projectmanagement templates for quick and consistent project setup.You can make it easier for team members to find, do, and report on theirwork in a team-focused project site.Finally, you can track and share progress with configurable reports
Manage PortfoliosAs your organization starts enjoying the benefits of project management, moreteams and departments will want to do more projects!This presents a number of challenges such as: A lack of a consistent project selection processNo visibility across portfolios of projects, andPoor use of resources.Let’s take a look at how BrightWork can help you overcome these issues.Approve with Project Request ManagementOne of the key components of successful project management is ensuring thatthe right projects get started at the right time with the right resources.Without a consistent project selection process, projects that are not aligned tostrategic goals are approved leading to poor business outcomes.BrightWork comes with a ready to use template that provides a simple processto manage project requests from submission to project site creation.With this template, you can manage the project pipeline, allocate resources andapprove projects requests easily and efficiently.Start of by using a Submit, Review and Rank process in the out-of-the-boxProject Request Manager template to manage your requests from Draft toApproval.Reviewers and approvers are automatically notified when a request is logged.They can then either move it to the next stage or refer it back for moreinformation.To prioritise new project requests, you can easily rank them by dragging anddropping or grouping them by department.Finally, once a project request has been approved, you can quickly create aproject site using information from the project request form.With the BrightWork Project Request Manager Template, you can Improveproject governance to make sure projects support strategic goals.You can get visibility into the project pipeline and you can also streamline thedecision process to get a fast start on key projects.
Track with Real-Time DashboardsWe know that BrightWork can help you manage individual projects, but whathappens when you want to report across multiple projects?Without visibility across portfolios of projects, status updates can be difficult tocompile and reports can vary in quality, detail and timeliness.With BrightWork you can use out-of-the-box portfolio dashboards to getimmediate visibility across many projects using a variety of dashboards andreports.A Project Office gives you a series of cross project dashboards that automaticallyroll up information from the project sites below.The Project Office homepage gives you the status of all projects at a glance.You can easily find other reports through the navigation links along the top ofyour dashboard and on the quick launch.These reports include: metric tiles,traffic light indicators,Gantt chartsKPIs andScorecardsCheck the status of your projects and identify those that need attention. Drilldown into these project sites for more information with one click.In the Portfolio Area, you can also create personalized reporting dashboards bypulling multiple project sites together.With BrightWork project managers and senior executives can See how projectsand portfolios are performing with at-a-glance, real-time reports.With this information, you can take action quickly to address issues, as well asreclaim lost time with fewer meetings and email chains.Allocate with Resource ManagementOne of the biggest challenges that Senior Executives face is ensuring the properallocation of project resources.Some people are assigned to several projects at once, while others areunderused.
Those with special skills are always in demand, causing delays on importantprojects.Not only do you need to consider resources for current projects, you also need tothink about your project pipeline.BrightWork makes your life easier by allowing you to assign and track yourproject resources with High Visibility Resource Management.When setting up your project you can assign tasks and estimate the hoursneeded for completion.If a team member is over allocated they will be highlighted in the report and youcan balance workloads as needed.You can also plan resource availability for future projects by allocating resourcesto new project requests in the Project Request Manager.With this information you will know if you have the right team available to deliveryour new project.With more transparency around workloads and commitments, you will boostteam morale and prevent burnout.With high visibility resource management in BrightWork, you can identify andaddress skills shortages while improving project planning with greater visibility.SummaryBrightWork improves organizational performance with complete control ofportfolios and resources in one place.By using BrightWork: You can nominate, evaluate and select the right projects with a scalable,consistent approach.You can get high-level visibility across all projects and portfolios withpersonalized, real-time dashboardsFinally, using the simple, high-visibility resource reports, you can ensure the rightpeople are working on the right projects at the right time
Leverage SharePointProject Managers are often overwhelmed when implementing a new tool orplatform for project management. With so many options it can be difficult toknow which will address concerns like: Limited IT ResourcesResistance to change from team membersVarying levels of Project Management maturity.Let’s take a look at how BrightWork leverages your existing Microsoft SharePointinvestment to solve these challenges.Leverage your existing SharePointAsking your IT department to deploy new software can be challenging.Limited resources and negative past experiences can make IT wary ofintroducing new and non-standard enterprise tools.They also might have valid concerns about post-deployment management andsupport.With BrightWork you can leverage your existing Microsoft SharePointenvironment for project and portfolio management.BrightWork can be deployed quickly and securely on SharePoint On-Premises, orSharePoint in a hosted cloud environment.BrightWork has supported all seven releases of SharePoint, from SharePoint 2001to SharePoint 2019.BrightWork integrates seamlessly with SharePoint, giving your team members anew tool, with a familiar interface.We also fill out many of the SharePoint gaps with features like enhancednavigation and cross-site reporting.Finally, you can automate some of the more repetitive project managementprocesses with SharePoint or Nintex workflows, and roll these out acrossmultiple project sites in one push without doing this on every project site.By using BrightWork for project management you can Make your existing SharePoint investment work for you.Reduce the learning curve and accelerate user adoption with a familiarenvironment, and
Improve business intelligence and decision-making with easier access toproject data.Encourage User AdoptionThere are often many different ways of managing projects in an organization.Everybody has their own style with differing needs and varying levels ofexperience.A single approach will not work for everyone and this often presents challengeswhen introducing standardized project processes.With a range of ready-to-use, best practice templates, BrightWork gives you aflexible starting point to manage any kind of project.You can make simple, no-code adjustments to these templates as needed.Our templates give senior executives, project managers, and team memberswhat they need to manage projects and portfolios - right away!Your BrightWork Customer Success Architect will be there to JumpStart youthrough a 3D deployment process and make sure that you get the most out ofBrightWork for your project and portfolio management.You can also learn about BrightWork through our self-service Help, Training Zoneresources and regular customer training events.BrightWork starts you on the right foot with Best-Practice Project ManagementTemplates that accelerate project set-up and standards.This means faster delivery times and improved time to market.And because it’s so easy, you’ll reduce the resistance to change for new projectmanagers and team members.Evolve your Project Management ProcessEvolving and scaling project management processes in a consistent, reliable wayis difficult. Teams like what they know and can be unwilling to take on moreproject management complexity.Here at BrightWork it’s important to us that you not only start managing projectsbut that you can also evolve and scale your project management best practices,as needed.
For example, once you have taken an out-of-the-box template and configured itto make it your own, you might want to re-use these ideas and configurations onother projects.The Templates Area makes it easy to save project experiences as templates forre-use.The Template Design Sync feature then allows you to push these changes intosites created from that template on a site-by-site basis.As the number of teams using BrightWork grows within your organization, theProject Cache ensures that you can scale without an impact on the reportingperformance.With BrightWork you can create, use, reuse, and update your projectmanagement best-practices at an organizational scale.BrightWork can be easily expanded into new teams and departments withoutany impact on performance or reporting.Finally, you can evolve to the desired level of organization project management,quickly and easily.SummaryBrightWork solves the most common headaches project managers face whenimplementing a new tool.Since BrightWork is built on the industry standard SharePoint platform, you canleverage existing expertise and investments in infrastructure and training.You can start with Local Best-Practice Project Management Templates andBrightWork Assistance to make to user adoption seamless.And finally, you can evolve and scale your processes to reach your desired levelof project management.
project and portfolio management solution on SharePoint. BrightWork guarantees better visibility for senior executives and greater simplicity for project managers. Some of our customers include Amazon, Siemens, Astra Zeneca, and the United States Department of Justice. Unlike many project and portfolio management solutions we help you start .
