“5 Inspiring Reasons to ManageProjects on SharePoint”Gina Montgomery – VP, Business DevelopmentAcuvate Software
Your 5 Inspiring Reasons to ManageProjects on SharePointWhat we’ll cover today:1. Improved interface for Project Teams• Timeline for milestone tracking• Project Summary• Project tasks list – ability to define sub-tasks in-line, etc• Supports multiple browsers and mobile devices2. Improved integration with MS Project• Syncing tasks• Making changes in the plan that will reflect back into SP• Ability to look at resource loading and allocation- look at the journey. Project gives features like this that OOTB SP doesn’t provide3. Reporting capabilities• Scorecards – OOTB capability• Issue Tracking• Risk Register, Mitigation Planning, and roll-up to issue• Projects roll up dashboard – multiple KPI’s4. Improved project team collaboration• Social collaboration – newsfeeds, hashtagging, following, etc• Project Doc. Libraries• Shared notebooks• Team mailbox5. Enhanced Productivity• Meeting workspace – OOTB template not available in 2013- demo customized solution• Task aggregation and management• Mysite• One note• Drag and drop• Rich text preview• Search on hashtags, #sp2013 , etc• Ribbon – project server verbage is similar,• Synchronization of Outlook with tasks is also a productivity enhancement on SharePoint 2013. It adds tasks directly to your Exchange server whichallows you to manage them from all of your devices. In SharePoint 2010, if you synced your tasks with Outlook you only saw them on that givendevice.
Today’s Goals• Take a look at some of today’schallenges in PM• Learn about a projectmanagement journey• Have a look at the demonstrationsthat address these challenges andthe pm journey.
Hi, I’m Gina!Gina Montgomery, MCTS - Acuvate SoftwareVice President, Business Development – North America• Prior to Acuvate, worked for Fpweb.net, as a SharePoint Architect inglobal business; a Microsoft licensing specialist at Softmart, and a Sr.Consultant for Konica Minolta’s Business Intelligence Group• A frequent speaker and storyteller at I.T. events, SharePointconferences, Microsoft focused events, and user group meetings• Co-authored ‘The Perpetual Hand’Twitter: @ginammontgomery Blog: www.ginamontgomery.com Email: gina.Montgomery@acuvate.com
Tweet It!... I dare you!@ginaMmontgomery is making us go socialwith #SharePoint 2013 at #SPSDCFollow @AcuvateSoftware for more updates
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Today• We work in a project-driven environment• Certain abilities are necessary• Coordination of various projects and spread teams• Strategic decision making based upon project progress• Communication of Project InformationWe are still wasting time and money depending on Excelspreadsheets, email, and other manual processes
What makes a Project run?CommunicationPlanningMonitoring
ChallengesPublishing plan to entire team and keeping it updatedTracking Plan versus Actual in terms of burn rate, budget and timeMilestones are project tools that allow pm’s to determine whether aproject is on schedule or notIdentifying and tracking project Risks and mitigation plans for those risksEffective project status reporting measures in place will create afocused teamManage scope changes during the project – Change ManagementTrack and Resolve issues on timeManage resources across multiple projects based on availability and skill
Project Management JourneyExcel, Word,File Shares,EmailSharePointProjectServerSimple to use and getstarted.Works great for smallerlocalized teams.No special trainingrequiredProvides great capabilitiesfor managing your projectWorks for local anddistributed teamsSimilar to using MS Wordand Excel.Portfolio ManagementAdvanced PM functionalityKnowledge of MS Project
ConclusionMany organizations today are still managingprojects on Excel and through email.The next step in the Project Managementjourney is SharePoint.It is a much easier transition into full blownProject Server should your organization matureto that level.
Thank You!Gina Montgomery – VP, Business DevelopmentAcuvate SoftwareGina.Montgomery@acuvate.com913-217-0211www.ginamontgomery.com@ginammontgomery@acuvatesoftware