BrightWork Overview

1
BrightWork Overview

• Introduction to BrightWork Solutions

Enterprise Reporting and Project Management
Products for SharePoint
2
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 BrightWorks
  largest customers

3
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 2 for more details.
4
Consider Project Management ComplexityNot all
projects need the same PM approach
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
Low Degree of structure coordination
needed High
http//www.brightwork.com/products/collaborative_p
roducts_guide.htm
5
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
6
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.

7
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_at_brightwork.com
• [phone] (US) or 353-91-514500 (Europe)

8
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
Low Degree of project management
needed High
Slide has Animation. View in Slide Show mode.
9
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
10
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

11
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

12
BrightWork PMO Home Page
Highlevel 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
13
Sample Reports Page

• Reports show data from all projects and include
• All Projects
• Projects in Trouble
• My Projects
• Critical Issues

14
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

15
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

16
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

17
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

18
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

19
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

20
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

21
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

22
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
23
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

24
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
25
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

26
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
• OR SharePoint Portal Server (SPS) 2003 (or MOSS
  2007)
• SQL Server 2000 / 2005 Optional
• Office 2003 / Office 2007
• Live Communications Server Optional

27
Success Delivery Process Customer 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
M2
M3
Assist Customer to design the first few instances
of usage of the product to get maximum usage
28
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.

29
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_manage
  ment_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_at_brightwork.com
• [phone] (US) or 353-91-514500 (Europe)