Project Management/2012 Q1/Meetings/2012-03-02

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Attendees

  • Chris More
  • Christie Koehler
  • Mike Alexis
  • Ben Sternthal

Agenda

  • Introductions
  • Overview of requirements for a system

Requirements

  • Features
    • Resource management (project/program)
    • Timeline management (project/program)
    • Project prioritization (program)
    • Easy-to-use
    • Accessible
    • Web-based
    • Role-based security
  • Bonus features
    • Project submission process
    • Links and other project meta data
    • Private and public views
    • Integrates with existing tools (Bugzilla, Github, SVN, wikis)
    • Ability to use BrowserID
    • Open-Source

Overview of Mozilla project process

    • Planning on a quarerly basis
    • Gather company-wide new projects + backlog
    • Prioritize projects
    • Define size, complexity, and major team needs.
    • Reality check with teams required to execute on a project.
    • Prioritize final list
    • Schedule projects and kick off execution period.

What we need to know if we can do in SmartSheet

  • Ideally anyone in the company should be able to create a project sheet to track milestones, tasks, and other artifacts.
  • We would need the ability to roll up a team's projects to a dashboard with specific meta data.
  • We would also need projects to be rolled up to a company-wide view that only include high level information about the project, team, and owner.
  • Should all roll-ups or dashboards be reports while everything else is a sheet?
  • Can you pull in a Workspace's name into a report for rolling up all Workspaces into a company-wide view?
  • Can project be published or permissions adjusted to be able to view-only without credentials?
  • Is it possible to integrate SmartSheet with BrowserID?
  • What integration points or hooks do you have with other major web services? (github, mediawiki, email)
  • Can sheets be populated from forms for an intake process?

Notes

  • Spreadsheet view is very familiar
  • Can create custom reports to roll up "assigned to" columns
  • Overlap Zimbra with SmartSheet calendar
  • Can submit forms and embed forms into webpages that drop data into a sheet (would not require credentials)
  • Some areas of the application are not accessible
  • Sheets start off as private and can be shared internally or externally
  • Lock any columns or rows
  • Publish read-only HTML version or a full-version to another locations
  • Can attach link objects and also recognizes links within text boxes
  • Does not have Github or Bugzilla integration, but will have a published API available in May 2012.
  • Does not have BrowserID integration, but interested in working on it.
  • Can schedule reports and roll-ups to anyone internally or externally.
  • Can send update requests to people ask about additional pieces of info
  • SmartSheet will investigate the ability to roll-up meta data on Workspaces

Action Items