Do the Right Projects Right

Transcription

1 PM & PPM Tools A Low Cost, Cloud Based, Solution Centered around Basecamp Classic Scott C. Radtke Director of Project Management Do the Right Projects Right

2 Today s Objectives Davenport University s PMO High level view of DU s solution for PM and PPM Tools Three Components Google Drive Basecamp Classic Roadmap Integration into one system Introduction to Basecamp Classic Basecamp Tips and Tricks

3 Davenport University s PMO Formally Established April 2009 Under ITS Department Cross-functional Project Teams Completed 56 projects including Client Focused Services Migration Virtual In-Seat Learning (VISL) Advanced Image Management (AIM) WellConnect Student Assistance Program Admissions Standards Currently 13 Active Projects 3 full time Project Managers Project Manager Internship

4 Tools we selected Document Templates Microsoft Google Drive Project Management Information System (PMIS) Basecamp Classic Project Portfolio Management PPM Roadmap

5 Document Templates Google Drive Design Conversion Save as Template Delivery Google Drive From Template PMO Web Page with Links to Template Maintenance The Template is your Master Real-time collaboration Version Control

6 Template Gallery in Google Drive

7 Templates via PMO Website

8 Google Docs Project Tree

9 PMIS Basecamp Classic Classic vs. New Scalable Subscription For managing the Project Greatest Strength - Collaboration All project materials in one place Link to Google Drive project files Project and Activity (To-Do) List Templates Archive of past projects Free Trial Available at:

10 Basecamp Classic

11 PPM Tool - Roadmap Manage the project portfolio Integrated with Basecamp Automatically syncs data Scalable Subscription Manage Proposals (future projects) Resource Management User Generated Project Attributes Reports Auto generated Status Reporting 30-Day Trial Available:

12 Roadmap Dashboard

13 Roadmap Project Gantt Chart

14 Roadmap Projects View

15 Roadmap Project 360 view

16 Roadmap Status Reports

17 Roadmap Resource management

18 Overview Summary Templates and Delivery via Google Drive Project Management via Basecamp/Google Docs integration Project Portfolio Management via Roadmap/Basecamp integration Total cost for unlimited projects level $224/month or $2688/year Overview Questions?

19 Basecamp Classic Demo and Tips The Dashboard Tab Project View Collaboration using Basecamp Messages The Calendar tab The Files Tab To do Lists Time Tracking

20 Basecamp Dashboard Tab

21 People Management Set Standards Limit Admin Users and train in standards Vendors User names and Passwords Trick: Empty Dummy Companies Placeholders for Programs or Grouping of projects Tip: Add users within the project not at the Dashboard level Tip: Uncheck add to all projects for new users

22 Basecamp Project View Tip: Project Settings and Overview option Tip: Subscribe to Project updates Trick: Links to Google Docs or Web based sites Tip: Make links to the root folder of the project

23 Basecamp Messages Initiation of Message thread People are subscribed Basecamp handles the distribution Can reply using regular No lost parallel conversations What Private means Tip: Keep on Topic Tip: Plan ahead if you need to use private feature

24 Calendar Tab Events Milestones Task-Lists can point to a Milestone 48 hour notification feature Tip: Make use of icalendar option

25 The Files Tab A place to store project documents Can be used for version control Message attachments are placed here automatically Tip: Create and use meaningful File Categories Tip: Large video and/or audio files should be handled using a link only

26 To Do (Activity) Lists / Time Tracking WBS to To-Do Lists Create and Use Templates Assign Tasks and set due dates Tip: Project Management Tasks Template Tip: Resource Allocation Template Tip: Do time tracking using Resource Allocation List

27 Basecamp Summary Very Flexible Strength or Weakness Requires established standards Messaging tool very strong once you get buy in Key tips: Group by placeholder companies Using HTML in Project Settings Overview

28 Questions

29 Thank You