A Low Cost, Cloud Based, Solution Centered around Basecamp Classic

Scott C. Radtke

Director of Project Management

“ Do the Right Projects Right”

PM & PPM Tools

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

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

Tools we selected

Document Templates

Microsoft Google Drive

Project Management Information System

(PMIS)

Basecamp Classic

Project Portfolio Management

PPM Roadmap

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

Template Gallery in Google Drive

Templates via PMO Website

Google Docs – Project Tree

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: https://signup.37signals.com/basecamp/Free/

Basecamp Classic

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: http://www.ppmroadmap.com/plans-pricing

Roadmap Dashboard

Roadmap – Project Gantt Chart

Roadmap – Projects View

Roadmap – Project 360 view

Roadmap Status Reports

Roadmap – Resource management

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?

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

Basecamp Dashboard Tab

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

Basecamp Project View Tip: Project Settings and Overview option

Tip: Subscribe to email Project updates

Trick: Links to Google Docs or Web based

sites

Tip: Make links to the root folder of the project

Basecamp Messages

Initiation of Message thread

People are subscribed Basecamp handles

the distribution

Can reply using regular email

No lost parallel conversations

What “Private” means

Tip: Keep on Topic

Tip: Plan ahead if you need to use private

feature

Calendar Tab

Events

Milestones

Task-Lists can point to a Milestone

48 hour notification feature

Tip: Make use of iCalendar option

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

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

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

Questions

Thank You