Extending Windows SharePoint Services WSS in ways you never thought possible

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BrightWork Reporter
Introduction
Enterprise Reporting and Project Management
Products for SharePoint
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Company Overview

• BrightWork solutions and extensions are the first
  standards based SharePoint (WSS and SPS) add-ons
  for managing work and projects.
• BrightWork Reporter
• Reporting across one or more SharePoint lists,
  webs and sites
• BrightWork Solutions
• Issue Manager, Business Project Manager, IT
  Project Manager, Agile Software Manager
• Founded in 1996 - offices in U.S. (Boston and
  Seattle) and Europe (Galway, IRL)
• Customers include Microsoft, US Army, Trident
  Insurance, GMAC/RFC, US Navy, National Weather
  Service, Vital Insurance, Absolute Poker,
  Vectren, etc.
• Partners in US and Europe
• Deep Microsoft Partnership
• 1998 A Lotus Premium Partner recruited to be
  a Microsoft partner!!
• Early Product Development / Adoption
• 1998 Exchange 2000, 2000 SharePoint 2001 and
  2002 SharePoint 2003 JDP
• 2003 Visual Studio Team System 2005 Technology
  Adoption Program
• 2005 SharePoint v3 and Project 12 Technology
  Adoption Program
• 2001 to now Member Microsoft Portal and
  Collaboration Advisory Council (PAC)
• 2003, 4, 5 Member Microsoft SharePoint DAC
  (Developer Advisory Council)
• 2001 to now Microsoft is one of BrightWorks
  largest customers

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Collaboration Spectrum
Enterprise Project Management
MS Project and Project Server
High Degree of strict control
needed over time, cost and
resources Low
SharePoint
Project Management
Work Management
Doc. Mgmt Team Collaboration
BrightWork Reporter
email
Low Degree of structure coordination
needed High
http//www.brightwork.com/products/collaborative_p
roducts_guide.htm
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BrightWork Reporter
Aggregate data from different lists and sites on
one or more servers, send results via email and
feed an SQL Reporting Services cube.
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BrightWork Solutions
The first standards (MSF) based project
management framework for organizations who want
or need to manage projects with SharePoint
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A Microsoft Perspective

• BrightWork ReporterBrightWork Reporter provides
  a unique set of enterprise reporting capabilities
  across lists, sites and servers for customers
  using SharePoint Server 2007,
• BrightWork SolutionsWith the advances in
  SharePoint Server 2007 we see more and more
  customers using SharePoint to manage projects,
  and a product like BrightWork Solutions that is
  rich in project management functionality and
  based on the Microsoft Solutions Framework will
  provide significant business value to customers.

Kurt DelBeneCorporate Vice PresidentMicrosoft
Office Server Group
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BrightWork Reporter Reporting extensions are
vital for SharePoint

• If you use Microsoft SharePoint you will already
  know its potential as a collaborative platform.
  However, success can bring its own problems - the
  more you use SharePoint the more difficult it
  becomes to manage the increasing volume of data
  contained in lists and libraries.
• For example
• How do I report on data in different lists and in
  multiple sites?
• How do I get summary SharePoint data to
  non-connected users?
• How can I easily change configure the reports I
  have?
• How do I create my own reports for our custom
  lists?
• How can I report across 1,000s of sites and how
  can I integrate this SharePoint data with other
  corporate data being reported?

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BrightWork Reporter Capabilities

• Report on SharePoint data
• BrightWork Reporter is an XML driven SharePoint
  web part that can extract list item data from
  every list and web on a SharePoint server and
  simultaneously display it in a view-like report.
  
• Distribute reported data
• The generated report can be emailed, is
  print-friendly and can be exported to Microsoft
  Excel for data manipulation.
• The reports can be auto-scheduled to arrive via
  email
• Configure the reports
• As with a standard SharePoint view, the columns
  to be included, the order in which they display,
  sort and group are all configurable from the web
  part tool pane. The list data can also be
  filtered on specified columns, including dates,
  user, text and choice columns.
• Build new Reports
• BrightWork Reporter uses a Query XML file to
  define each report of which 50 are supplied.
  These XML files are relatively easy to maintain
  and create. If your reporting needs are not met
  by the supplied reports you can create your own.
• Enterprise Analysis
• Scale to 1000s of sites using SQL Server
  Reporting Services. The reporting engine feeds a
  SQL Services cube to achieve the scale needed for
  enterprise SharePoint deployments

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1. Report on SharePoint data

• Shows list data relevant to logged in user
• Filter example is a User one with User Picker
• Users can also be selected using menu

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2(a). Distribute reported data

• Report can be
• Print Previewed
• Printed
• Exported to Excel
• Emailed formatted as seen

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2(b). Schedule report delivery

• Automated reporting

My Work report delivered by scheduled email
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3. Configure SharePoint Reports

• Majority of configuration done via tool pane
• Tool pane divided into 3 sections
• BrightWork Reporter Settings
• View Settings
• Standard SharePoint web part configuration options

1,000s of potential reports a few clicks away
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4. Build your own reports

• BrightWork Reporter comes with 50 reports but
  creating your own custom reports is not difficult

Take an existing report, adapt it to you needs
and upload it to the Custom Queries document
library
All files uploaded to the Custom Queries doc
library are available to every site in your site
collection
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5. Enterprise Analysis

• Feed Microsoft SQL Services with all your
  SharePoint list data for enterprise level analysis

Example here shows SQL Reporting Services
rendering data from an SQL Database that has been
fed with SharePoint data by BrightWork Reporter
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Out of the box reports supplied

• BrightWork Reporter is supplied with many reports
  (50) e.g.

• My Documents
• All Tasks
• My Tasks
• My Work
• Open Work
• Open Work Due in 7 days
• Overdue Work
• Open Tasks

• All Contacts
• All Custom Items
• All Documents
• All Events
• All Issues
• All Links
• All Pictures
• Announcements

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BrightWork Reporter Licensing and Pricing

• User license pricing
• /4,100 as a one time fee for a server license
• Unlimited number of users
• /820 annual fee per server for
• Annual support and maintenance
• Access to all upgrades
• BrightWork Reporter 2007
• Access to a reports gallery on the share area
• Extra reports delivered by BrightWork and
  BrightWork customers
• Access to FREE training over Live Meeting (live
  or pre-recorded)
• The ROI calculator
• http//www.brightwork.com/reporter/brightwork_repo
  rter_roi.htm
• Software requirements
• Windows Server 2003
• Windows SharePoint Services (WSS) 2003
• or
• SharePoint Portal Server (SPS) 2003
• SQL Server 2000 / 2005

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Reporting on SharePoint 2007

• With the advances in the next generation of
  Microsoft SharePoint Products and Technologies
  (e.g., easy-to-use electronic forms and
  out-of-the-box customizable workflow) our
  customers and partners will use SharePoint to
  develop more applications to manage business
  processes and the work of dispersed teams.
• The resulting applications will be amazingly rich
  with information that will need to get reported
  in a variety of flexible ways.
• This makes a proven and customizable product like
  BrightWork Reporter an important piece of the
  solutions jigsaw going forward.
• For more details
• http//www.brightwork.com/products/sharepoint_2007
  .htm

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Evaluating BrightWork Reporter

• Visit the BrightWork Reporter web pages
• http//www.brightwork.com/reporter/index.htm
• Attend or view a pre-recorded or a live webcast
• http//www.brightwork.com/company/online_seminars.
  htm
• Take an online product tour using the BrightWork
  Reporter Contoso Evaluation Guide
• http//www.brightwork.com/reporter/brightwork_repo
  rter_access.htm
• Try the product in your own environment and use
  the BrightWork Reporter Evaluation Guide
• http//www.brightwork.com/reporter/brightwork_repo
  rter_try.htm
• Email or phone to ask questions
• info_at_brightwork.com
• [phone] (US) or 353-91-514500 (Europe)