Archive for Work Management

Applications 101 – Building apps on SharePoint with CorasWorks

In previous posts I shared an application example that I built in less than two days, showing a demo of the app, then a quick look behind the scenes.  In the Applications 101 tutorial below, I take students from beginning to end, including:

  • About the application example
  • About the builder
  • About the SharePoint challenge
  • Solution demonstration
  • A look behind the scenes
  • A few other application examples
  • Next Steps

This tutorial was created to orient new users to CorasWorks on that “whats” and “whys” of CorasWorks.  A deeper dive is available via CorasWorks distance learning or self-paced training.  Contact for more information.

Remember the options in the video player allowing you to view the video in full screen, access the Table of Contents, and adjust the volume.

Post to Twitter

Celebrate the Release of v11.2

Come join us and your fellow CorasWorks customers for the celebration of our latest release – CorasWorks v11.2.

Learn about the many new features and improvements that will help rock your SharePoint world – not to mention make you and your organization more productive, make life easier, and do it all faster and better than before.

In the video below, our COO Dan Naselius takes you on a tour of what’s new in the release, he shows v11.2 in action, and shares the whys and hows v11.2 will make a difference. Topics found in the video navigation include the following (note the product has to be fast to get through all this content in less than an hour):

  • Agenda
  • Goals of v11.2
    • Faster and Easier
    • What is v11.2
    • What are Widgets
    • Customer Roles
  • Basic Component Demo
    • The Site Owner
    • Adding a Widget
    • My Work Widget
    • End User Enablement
    • Reporting
    • Multiple Displays per Page
    • Fine Tuning a Widget
    • Reuse and the Gallery
    • New – Default Views and Actions
    • Adding Default Actions
    • Making Changes Made Easy
    • Summary of Basic Components
  • Managed Metadata Services
  • Advanced Component Overview
    • New – XML Editor
    • Visualize CorasWorks
  • New Help System
  • Improved Learning Center Access
  • Ongoing Education
  • Summary
  • Product Roadmap
  • Questions and Answers

Tips for viewing the video:  Hovering your mouse over the bottom of the player provides controls to pause, increase/decrease volume, or view in full screen mode.  Use the video’s table of contents to navigate to specific topics of interest.  Clicking outside the video area collapses the table of contents.

I’ll have the CorasWorks Essentials training updated for the May class to include the new features, so visit our website at to register for training.


Post to Twitter

Boost your Productivity – An Interview with CorasWorks PS

Learn about the various “productivity busters” our CorasWorks Professional Services (PS) team encounters in the field.  Then hear about the “productivity boosters” we implement in response.  Below is a video in which I talk with Steve Evangelista, an experienced CorasWorks trainer and member of our PS team.  We talk about:

  • His experience and role in educating and working with our customers, including the types of customers he works with.
  •  His solutions – The common productivity busters our customers encounter, and the productivity boosters he’s put in place to address needs including: reporting, business process, work management, application integration, and more.
  • His blended approach to customer independence and what makes customers successful with a “do-it-yourself” builder strategy in conjunction with CorasWorks PS.
  • His engagement process – How Steve and CorasWorks PS engage with customers to get them started on their path to productivity.

Tips for viewing the video:  Hovering your mouse over the bottom of the player provides controls to pause, increase/decrease volume, or view in full screen mode.  Use the video’s table of contents to navigate to specific topics of interest.  Clicking outside the video area collapses the table of contents.

Email for more information or to arrange a convesation with our PS team.


Post to Twitter

You Don’t Need to be a Project Guy…

…to manage projects in SharePoint.

Confessions of a non-project guy

I’m not a project manager, and I’m not in IT, but like most of my readers I have project type work.  I too traditionally managed this work in an ad hoc fashion with spreadsheets, email, static weekly reports, and other manually intensive activities.  And yes, I’ve missed a deadline.  And yes, I’ve produced work that I knew could have been better.

What’s a non-project guy to do? 

When CorasWorks came out with a Project Portfolio Management (PPM) solution a few years ago I saw it as a product for users who had a Project Manager title, or a PMO role.  Not true, or at least only partially true.

The deep functionality and flexibility of the CorasWorks PPM meets the needs for those schooled or skilled in project and portfolio management.  However, what about the rest of us?  Well, we need to face the fact that we manage projects, and look at the flexibility of tools like the CorasWorks PPM to help us meet our goals and objectives and make life easier.

How can you tell if you’re a project manager? 

You’re probably a project manager if two or more of the following apply:

You have goals, and those goals break down into a series of tasks and subtasks that need to be delivered in a certain timeframe.  A goal may translate to one or more projects that are made up of task and sub-task deliverables.  Project guys would consider the sum of those tasks a “schedule.”

You encounter challenges, which in the project world could be considered risks.  If those risks aren’t addressed they become issues.  And if issues are mitigated, they can impact the quality of your work, costs, and/or on time delivery.

You work on teams and cross functionally.  There are people you count on to help you get work done. These folks are essentially Project Members.  They could have task assignments, help address issues, contribute documents, conduct reviews, provide subject matter expertise, and more.

You produce reports and status updates on a regular basis.  This is the common weekly email report, PowerPoint, or Excel spreadsheet that is static and usually out of date the minute after it’s sent.

You collaborate.  Meaning you need input, feedback, and ideas shared among team members to help make decisions, address problems, and in general reach your goals.

You wear several hats, or have responsibility for more than one group and area of your business.  If so, you likely manage multiple projects of different types.

Get out of the box!

You may have started to manage project type work in SharePoint.  If so, congratulations, you have one foot out of the box.  However the CorasWorks PPM may open you up to a new world of organization, access, visibility, communication, and productivity that you didn’t know was possible.

Here’s a short video of how I, the non-project guy, set up a project for training updates using the CorasWorks PPM.

Happy viewing. After watching the videos, if you’d like more information, email us at

Post to Twitter