Project Management on SharePoint: Better and Faster with BrightWork and Nintex

With BrightWork powering your project portfolio management on SharePoint, combined with the point-and-click automation of Nintex, you will get faster and better Project Portfolio Management, so you can make decisions faster and move projects forward to success sooner.   Automated Status Reporting and Email Alerts BrightWork project management templates on SharePoint provide all the tools required for project managers to track both project progress and performance and keep stakeholders informed. One way of tracking project progress is by it’s phase. As project tasks are completed by team members, so are their relative phases. Using Nintex Workflows, you can automatically alert stakeholders via email that a phase is complete and indicate what the next actions are at this stage of the project.   Automated Exception Reporting BrightWork templates for portfolio management give senior executives high-level visibility into the health of multiple projects across the organization. Nintex Workflows make it easy to create new activities (e.g. issues or risks) in your projects, based on certain conditions. A typical example is that an issue is automatically logged if a critical milestone misses its deadline, which can then be tracked and assigned on the portfolio dashboards in BrightWork.   Flexible Project Request Management BrightWork…

Project Reports – Know Your Audience!

Having accurate and up-to-date project reports is critical to project success.  But when it comes to creating just the right set of project reporting dashboards, it’s important to know your audience. Everyone involved on a project will need to see a slightly different set of information depending on their specific roles and responsibilities on the project.  For example, team members should be able to easily find their open tasks on a particular project, while senior executives are more likely interested in the high-level status of many projects. The key is to enable every person involved in the project to do their job more efficiently by getting rid of the clutter and providing them with the right project reports, with relevant data, at the right time. For the rest of this blog, I will look at three main roles of a project team and an overview of the key project reports they each audience is likely looking for. Project Reports for Senior Executives One common challenge for senior executives is that they have to go through multiple channels to get status updates regarding all the projects in the organization. The information they receive is often of varying quality and timeliness. Occasionally, by…

5 Ways BrightWork Transforms SharePoint Into a Project and Portfolio Management Solution

I’m going to go out on a limb here and guess that you have lots of projects happening in your organization, across several teams, departments and maybe even regions.  And it might not be a stretch to say you’re already using SharePoint for document management and basic collaboration. Why not leverage the SharePoint platform to manage projects and portfolios in a simple and practical way? Here at BrightWork, we’ve built a project management solution that plugs right into SharePoint to help you get up and running quickly with project management on the platform.  The project and portfolio management templates bring together all the project data floating around in email, Excel, and various tools, and turn it into robust reporting dashboards in SharePoint. In this blog, you’ll see five key ways that BrightWork transforms SharePoint from that basic file sharing platform you might have thought it was… into a complete project and portfolio management solution. 1. Easy to Navigate Project Hierarchy Those of you familiar with SharePoint will know that you can build out the environment with a set of sites and subsites.  BrightWork builds on this concept and helps you organize all your projects into a logical hierarchy.  Below is a sample image…

Project Communication: The Right Time, Right Way and Right People

In order for a project to be successful, all project stakeholders need to know what is happening at all times. From team members knowing their work and responsibilities, to senior management who need to know the overall status of all the projects, communicating project information clearly is crucial every step of the way. Without open, accurate and consistent project communication, it’s almost guaranteed your project will fail… or at least run into some major problems along the way. These days there are so many collaboration tools designed to facilitate proper project communication. But naturally enough, our favorite here at BrightWork is SharePoint! Here are 5 ways you can use SharePoint and BrightWork to communicate project information the right way, at the right time and to the right audience. Notify team members of responsibilities Planning is the first step on any project journey.  But once you map out the steps needed to reach your destination, you’ll need to let team members know the plan for success.  The more high quality and consistent communication you have with your team, the greater your chances for success.  Project team members are eager to contribute to the success of projects, so make sure they have the information to participate fully in the project. Some ways to communication these responsibilities…

Six Secrets to Using Earned Value Management [Infographic]

After a recent question I came across in a LinkedIn group about using earned value management in your projects, I provided some advice and a link to an EVM webinar recording, which in turn became very popular! Then it got me thinking; this is a topic where everyday project managers can struggle to understand and successfully implement. And what better way to portray some of the key elements in EVM, than an infographic! Here is a simple definition of earned value: earned value is a way to measure project performance and progress. You take your plan and assign a value for each item or deliverables. Typically, this value is expressed as a monetary value, but hours can be substituted as the measure as well. As mentioned below, there are 3 elements to earned value (or as it is sometimes called Performance Management): You need a Project Plan – How you expect to accomplish the project over time You need to set a value for the deliverable and work that will be performed. You need to have a standard way to measure how you earn value for completed work.   And here are the six secrets:    Click here and watch an on-demand…

Deploying Project Management with a Low IT Burden

Does your organization have a strategy to move business solutions to the cloud? The first reaction from a lot of IT departments to the proposed introduction of any new enterprise tool is generally “No!” – even for something as important as project management (which they need as well)! But they have solid reasons for this: IT resources are always constrained and they know from prior experience that introducing new enterprise tools can be an expensive and time-consuming process. They need to believe that any tool will be easy to setup and be maintainable by end users before it can be deployed. With it’s low IT burden, familiar SharePoint interface and easy cloud or on-premise deployment, BrightWork is designed to deliver successful user and organizational adoption of project management on SharePoint. Check out the playlist below from our Extended Demo Series, and learn how you can leverage SharePoint to deploy project management with a low IT burden: Quickly Deploy in the Cloud BrightWork Online is a low-maintenance cloud solution that requires zero IT involvement and no internal infrastructure to setup and maintain.  BrightWork Online is free for the first 30 days. Easily Deploy On-Premise on SharePoint Your organization can start to manage projects by quickly deploying BrightWork on…

New Year – New You – New Projects!

Week 1 of 2016 and how are the resolutions going? Has the novelty worn off and you are now starting to struggle a little? Not to worry, we are here to help! However, if you are a percentage of the population brushing off the fitness regime, or who have stocked the fridge with all the green vegetables you can find, and are now searching for inspiration – we can’t help you there, BUT we can certainly help when it comes to your resolutions regarding your project management, SharePoint projects and every day work management! So here are our top 3 tips to get you on the road to sticking to, and exceeding your 2016 resolutions! 1.Manage Your Time, Energy and Email!  When it comes to successful project management or project team member , you need to manage your time efficiently. And your energy levels will directly affect how and where you spend your time! Here is a free time management video series which walks through a 5 steps approach to managing your time, including a suggested personal time management audit, a process for setting personal and professional goals, a “plan week” approach to managing your schedule and three tips for managing distractions. It will give you…

SharePoint Vs Free Project Management Templates Vs BrightWork

A question I often get asked is, what’s the difference between vanilla SharePoint, the Free Project Management Templates and the full BrightWork? And which one is the right fit for me?Sometimes the answers are not too clear. That could be because the team here have done such a great job in making BrightWork and SharePoint such a seamless progression. To make things a bit easier, I’ve prepared a simple table to compare SharePoint, our Free Project Management Templates and BrightWork to help decide which direction you should take with managing projects on SharePoint. Comparison Chart Vanilla SharePoint Vanilla SharePoint is great if you want to introduce the idea of team collaboration to your organization, but may not be too sure on how people will react to a new process or tool; however, if you are using vanilla SharePoint to manage projects, you should really take a look at our Free Templates! Free Project Management Templates The free project management templates from BrightWork are a brilliant starting point for managing single projects in SharePoint The free project management templates are ideal if you want to get started managing individual projects. Especially if you want to increase collaboration but don’t necessarily have the time or skills to create the SharePoint templates internally.…