Lyonel Posted October 13, 2017 Share Posted October 13, 2017 Hi, I am testing this new app to see if we could use it internally. I don't know how this app was designed, but for big companies like mine, there are a few areas that would need changing to start working with this app. Let me explain in more details: We use Prince2 as a project methodology. Therefore, we have a programmes manager, overseeing all projects in our various portfolios. Anybody can log a project request in the system. The request will then be reviewed by the programmes manager and assigned to a particular project leader (not the same person 99% of the time). Once the project leader is assigned, the project moves onto the "Starting up" phase of the Prince2 methodology and we start progressing the project until closure. (For more information on Prince2: https://www.prince2.com/uk) Due to our interest, I am spending some time on this app. And just like with Service Manager, this starts with understanding how the system works and configuring it for us. So that's what I have been doing including reading the wiki page you put together. My first impression is good. The interfacing with Service Manager is a great benefit! And I can see the potential of this app going forward. But in its current form, it is still too basic to compete with the solution we currently use. So here is a list of changes / tweaks required (in my opinion) to elevate this brand new app: Ability to manage multiple portfolios (could be done by adding a simple field and group the view on this new field? Something like "Program" maybe?) Ability to use the details of the project in the BPM (i.e. just like "Get Request Details" for Service Manager BPMs) => this will provide the option to retrieve details and use it in the BPM. Assigning a task would become much easier! Ability to update the details of a project via BPM Ability to assign resources to a project via BPM Ability to design custom forms in Progressive Capture and map some answers to the project details (e.g. what we can do with h_summary and h_description in Service Manager) Ability to customise project details (using custom fields?) => We would need it for key information that do not match the existing fields * Ability to print a summary of the project in a single document (ideally PDF to share with stakeholders outside the organisation - I know you don't like that at Hornbill, but business requirement exists...) * Note: regarding the custom fields, I would like to share my views on your default fields. At the moment, the list of fields available does not mean much in the wonderful world of "projects" (particularly with Prince2). If you are not familiar with Prince2, I would be happy to spend some time with you going through the basics. But basically, this would be my "wishlist" of default fields for project details: Executive Summary Reasons Business Options Expected Benefits Timescale Investment Appraisal Planned Benefit In an ideal world, you could even "copy" what already exists with requests, by having only a few visible by default (unless they have a value)? And admins could choose with field to display by default? Sorry for the lengthy post ... But I would rather share it now Thanks! Lyonel PS: For a first version, it is very good though! And I will keep playing with it as much as I can 1 Link to comment Share on other sites More sharing options...
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