Scenario - bxp as a Project Management Toolkit

Contents

1 Overview

All n One have been delivering successful projects since 2005. Over that period we have used numerous tools and approaches to deliver our clients requirements. Every difficult project gave us further ideas and new approaches on how to successfully and easily deliver client wow'ing projects. This scenario looks at some of the tools we have implemented over time.

2 An approach

There are numerous ways to run a project and each has their merits and demerits. As a software development house we were lucky to have many well defined approaches to choose from, Waterfall, Rapid Application Development, and so on. It actually transpired that a lighter weight methodology fit more of our projects than others. We adopted ADDIE (Analyse Design Develop Implement Evaluate) as the approach of choice. Stemming from the world of eLearning it had a more flexible framework with somewhat reduced bureaucracy. You can see how we implement this approach here All_n_One_Project_Development_Approach

One of the primary benefits of ADDIE is that every project is seen as iterative. As soon as the Evaluation is done, then you are looking to put the learnings back into the project through the start of another project. As a business who values constant improvement this approach mirrors our ethos and values. All_n_One_-_Core_Values

3 Structure

With a direction chosen we divide up the company into areas we call departments to facilitate easier identification of competencies. All_n_One_Departments. Each department is given a unique color to facilitate easier recognition. This is where the first of the bxp tools come in.

In System Access Management we can build Departments and Organograms. The system allows us to add email and mobile number details for every system user, thus providing the basics for our communications tools. The Department ensures a person can only be in one department at a time, but the organogram allows team members to be part of numerous teams. This also allows to enable external users, i.e. clients, to be able to log in and be safely and securely grouped correctly by project. Organogram_with_Group_Profiling

4 Documentation and Support Tools

So as a person joins the company and has their department role, they need access to processes and procedures. All n One operates a set of Standard Operating Procedures (SOPs) which we store in an eCourse called the B#s. (Be Sharp). This centralised manual ensures that everyone in the company can see the processes and procedures, can find vital information and has a base point from which to search for information, especially historical decision results.

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Most importantly is that the b#s grow over time. New pages are added regularly and content updated regularly. As the system uses the SCORM model for security a user could be given access to just one page or just one chapter if required. This granular level of control is perfect for precision management where required.

5 By the book

Like any organisation operating in a professional manner you recognise that there are basic legal and business requirements of every staff. Data Protection, Health and Safety, Manual Handling all have annual refresher courses. Where we work on specialised projects with legal requirements such as PCI type work, we can build training material and tests within the system. eCourses are easily built and the area requiring the training to be done can administer the entire thing from within bxp. What_is_an_eCourse From there tests can be built and delivered as well through bxp Examination_-_Building_a_Test

Sample of our Health and Safety policy test

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Once a month our security department hosts an internal breakfast meeting with nice food and a security presentation. All the new stuff that has been discovered by security along with timely reminders. Here is an example from our last presentation from Thomas Glennon. This material is loaded into an eCourse and a small test given.

6 Continuous communication

With active organisations staying abreast of where everyone and everything is at is incredibly difficult. For this reason bxp uses an internal daily newsletter engine. Everyone is required to daily log a short write up of their day, which is then communicated through the Information Centre. It provides management a way to get a summative insight into all the major events going on in the projects and across the business. The newsletter also comes with reporting so management can 1. ensure everyone is contributing and 2. ensure that everyone is reading / staying aware of what's going on.

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The Information Centre not only acts as an internal noticeboard but it also provides an auditable noticeboard for vital operational messages that need to be confirmed by everyone. For project updates or security updates, the Information Centre provides auditable proof that a message has been sent and was received. Information_Centre_-_Read_Confirmation

Group communication is also important so the Communications Centre has the ability to send group text messages and / or emails to staff with audit histories. Group_System_User_Sending Using the HR module it is possible to record staff skills and time availability for seeking support on projects via group communication. Group_HR_Sending

7 General Project Management elements

So with the basic communications tools and structure in place managing projects becomes a much simpler exercise.

A project begins as a title. From this project numerous other items can be connected.

The system also supports different Work Types. These are classifications of types of work performed.

Different online storage tools are used for different scenarios:

7.1 Document Storage

• Forms: Structured project outlines for projects of specific types. Close control project management. Start_Here_-_Building_your_first_form
• eCourse: Version controlled with access logs and granular security controls What_is_an_eCourse
• Report Library: Central documentation with no version control and more general security controls. Accepts system generated reports. Module_-_Report_Library
• Online File Storage: Online USB key for everyone. Limited security controls but very quick and easy to use. Also supports SFTP access. Module_-_Online_File_Storage

7.2 Tracking hours

This is done using Time Tracker. Module_-_Time_Tracker Time Tracker provides a means for staff to log their hours for projects.

Each user is given access to projects that have been set up and can select from the work types.

Reports can then be generated by Project, Work Type and Staff for selected time periods.

Meetings

8 Managing Change

Ticketing and trouble shooting

So for any given project there are a number of steps which are performed in sequence.

• A project is decided on (see managing change below for how this begins)

9 Quality Assurance

Quality programs