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SharePoint Project Management Solutions
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Prabhaat’s Collaboration team helps clients with automation of business processes and eventually improving business efficiency with SharePoint based workflow and project management solutions. Our collaboration team has vast experience of handling customized solutions to support communication and collaboration needs of various project environments allowing effective project management and tracking.
Sample Projects
1. Designed project status tracking and custom workflow solution for tracking software development process and role based dashboard view for employees and managers for a client in software development industry.
2. Developed and implemented project management and custom workflow solution to automate vendor approval process and order and customer management for a client in services industry.
3. Developed custom workflow and project management solution to automate purchase order request approval process and inventory and production management to streamline business processes for a client in manufacturing industry. -
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Software Development Project Management- Microsoft SharePoint 2010 based Solutions
Features of Solution:
We designed Project Management Solution to automate software development projects tracking and management solution with following features:
1) Centralize Project Information
a) project contacts
b) calendars
c) task lists
d) resource lists
e) documents, templates, forms and checklists.
2) Facilitate Team Communication and Collaboration:
a) scheduling meetings
b) project announcements
c) developing proposals and requirements
d) brainstorming project strategies.
3) Streamline Project Reporting: simplifying project tracking and status reporting. -
Development Steps:
Development of Custom Workflow based Software Development Project tracking and management solution involved following steps:
1. Development of lists which allowed users to manage data in lists and document libraries. It involved development of custom lists and document libraries which allowed users to:
a. Manage information such as project contacts, calendars, task lists, resource lists,
b. Documents, templates, forms and checklists related to a project.
c. Document Versioning
d. Check-in/out feature
e. Content Approval2. Development of project team communication and collaboration platform which allowed users to:
a. Add, edit and remove content, and put it into a structure that can be easily searched and cross-referenced through wiki.
b. Communicate, with the advantage that all members can view and participate in the postings using a discussion board.
c. Manage meeting documents using a meeting workspace, which is a temporary central location for meeting documents.- 3. Design of Workflow and Infopath form which involved following steps:
a. Creating Custom lists required to implement workflow steps.
b. Designing Infopath form to implement approval form request.
c. Developing Business Logic to implement:
- - Access of approval form to employees.
- - Approval requests to be routed to Managers daily until action is taken, through email.
- - Notification of review to users on approval by manager.
- - Notification of approval or denial to the employee.
- - Automated updates on shared calendars and other records.
- - Automated Notifications and email alerts at different steps of workflow.
d. Developing Workflow steps based on business logic.
- 4. Development and Implementation of Workflow Actions which involved following steps:
a. Designing conditions and actions based on business logic to achieve following actions:
- - Approval requests to be routed to Managers daily until action is taken, through email.
- - Notification of review to users on approval by manager.
- - Notification of approval or denial to the employee.
- - Automated updates on shared calendars and other records.
- - Automated Notifications and email alerts at different steps of workflow.
- b. Linking designed workflow steps to custom lists to implement the above actions.
5. Design and development of Employee and Manager Dashboards/ project status reporting which involved:
a. Developing applications for implementing role based views and dashboards:
- Employee Dashboard: View of approval requests and project status such as Project details, Project status and Project workflow view as shown below.
- Manager Dashboard: Highly configurable lists, containing project tasks and project risks. Graphical representation of project plan as GANNT view (like MS Project), or a datasheet, or a calendar view based on the information needs of the decision maker.Benefits: Project Management Solution
1. Project Information Management: Document libraries and custom lists allowed project team members to manage project related and documents.
a. Document workspace, temporary work area where documents can be stored, allowed users to manage early versions of documents that needed to be worked on in order to become ready for publication as an official project document.
2. Project Communication Platform: It allowed easier and faster communication with project team, eliminating the tedious and long chain emails for communication related to projects.
a. Wiki allowed them to organize content such as software coding and help text standards, user testing rules and other descriptive and prescriptive based content.
b. Discussion board allowed users to establish the cutoff for a software release, where the deployment builder could start a post, and all developers could participate and specify the development tasks they would like to include in that specific build.
c. Meeting Workspace sent out invitations with a link to the meeting workspace location, which allowed meeting organizers to manage the documents centrally with appropriate security which is impossible with email attachments. After the meeting the documents were updated based on the meeting action items.3. Project Status Tracking & Reporting:
a. Employee Dashboard: View of approval requests and project status such as Project details, Project status and Project workflow view as shown below.
b. Manager Dashboard: Highly configurable lists, containing project tasks and project risks. Graphical representation of project plan as GANNT view (like MS Project), or a datasheet, or a calendar view based on the information needs of the decision maker.
c. Dashboards provided an interactive summary that allowed consolidation, aggregation and arrangement of project measurements, such as schedules and budget tracking. It allowed them to monitor KPIs at a glance as dashboard was displayed on a single screen with drill down facilities.
- 3. Design of Workflow and Infopath form which involved following steps:
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