The 3 Ds of a Successful BrightWork Deployment

September 27, 2016 by

When deploying any new software or business system, it’s important to have a process in place to ensure you have a smooth and efficient roll out. It’s no different when it comes to implementing collaborative project management software.

Your change management process should be transparent and focused on delivering value, driven by your needs. At BrightWork we work with our customers on the 3D Deployment Process which is comprised of three stages: 1). Design; 2). Deliver; 3). Deploy.


3-d deployment process

This process enables you to have an iterative and purposeful approach to building up the project management processes in your organization.


The 3Ds of BrightWork Deployment


1. Design using best practices

The first thing you need to do is to gather your requirements. Decide your project management vision, both the short-term needs and your long-term goals. It’s a good idea to include senior management in this requirements gathering process. This makes sure they get what they need and you also get buy-in and have a champion.

As you hopefully know, at BrightWork we are strong advocates of the Start | Evolve approach to project management. We don’t recommend trying to build all your requirements in the first iteration of the solution. Rather, in this phase, you determine what will be in this iteration and what will come in a future iteration.

So prioritize what you want to do now and what can wait until later, then pick a starting point for design.  In other words, pick the project management template that’s right for you and what you want to accomplish.


2. Deliver from configurable templates

After you have created your project management vision and determined your first iteration, you start to configure your templates and environment.  For those of you familiar with BrightWork, you know that we have our templates spectrum that includes a suite of templates with various amounts of project management process.

Pick one as your starting point and configure with the initial requirements. You can also set up your hierarchy projects, portfolios, project request management and any other processes that you need. Keep in mind, though, you don’t need to try and fit in everything right off the bat.

One of the keys to this stage is what we call “verify”. Make sure that the amount of process is feasible now and make any adjustments necessary. It’s important that the amount of project management is an amount your team is capable of absorbing (and not more than your projects require).


3. Deploy with training as needed

Prior to going live, you need to develop a rollout plan including training for each of the key roles (Team Member, Project Manager, Senior Manager) and deliver this training in a way that suits your team. They need to be up to speed on how you manage projects and also how the new tool supports that process.

Then you put it live and you’re using for real. Work it and let users settle in. But you will want to collect feedback from the end users after some initial usage to determine items to be adjusted.



You can see in the diagram above that you have a “Start” phase where you run through the 3D process. Then you move into the “Evolve” phase, where you pick some more requirements and repeat the process. And then you “Evolve Further” and repeat the process again and the cycle continues.

As you get up and running with BrightWork, you have an Evolve Plan for incrementally building up your project management processes. Take a few more items off the backlog and run through the process, again and again, each time building your processes a little more.

Our 3D Deployment Process will make it easy for you and your group to become successful in managing projects with SharePoint.

Billy Guinan

Billy is a Demand Generation Manager at BrightWork, where he helps customers successfully manage their projects and portfolios using SharePoint.

Billy is a graduate of the Villanova School of Business and holds a Master’s degree from National University of Ireland, Galway. Outside of BrightWork, he enjoys reading, trying to golf, and walking his pug named Nova.
Billy Guinan

Latest posts by Billy Guinan (see all)

    Pin It on Pinterest

    Share This