BrightWork and Nintex: Faster Project Management on SharePoint
Nintex is a point-and-click workflow automation tool used to automate and optimize a wide range of business processes on various platforms, including SharePoint.
Nintex project management automation (via Nintex Workflows and Forms) can be baked right into BrightWork project management templates, making it easy to deploy best practices with your teams.
In this article, I’ll show you how to use Nintex and BrightWork for status project reporting, automated expectation reporting, and project request management.
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 its 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 comes with a Project Request Manager template that provides a way to create new project requests, send them for review and recommendation for approval or rejection.
Nintex makes project request management even faster. Using Nintex LazyApproval, stakeholders can approve new project requests via email by simply replying with the word “Approve”, creating the project site automatically.
Nintex and BrightWork in action: Amazon
Amazon started their BrightWork journey with the Free SharePoint Project Management Template. Amazon has grown to over 285 different groups using BrightWork across 30 countries, with more than 25,000 active users.
In this video, Dave Berrier, Senior Manager, Amazon Projects, explains how teams use BrightWork and Nintex to increase visibility, track tasks, and manage successful projects their way.
Editor’s Note: This post was originally published in November 2017 and has been updated for freshness, accuracy, and comprehensiveness.
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.