1. “5 Inspiring Reasons to Manage
Projects on SharePoint”
Gina Montgomery – VP, Business Development
Acuvate Software

4. Your 5 Inspiring Reasons to Manage
Projects on SharePoint
What 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 devices
2. 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 provide
3. Reporting capabilities
• Scorecards – OOTB capability
• Issue Tracking
• Risk Register, Mitigation Planning, and roll-up to issue
• Projects roll up dashboard – multiple KPI’s
4. Improved project team collaboration
• Social collaboration – newsfeeds, hashtagging, following, etc
• Project Doc. Libraries
• Shared notebooks
• Team mailbox
5. 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 which
allows 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 given
device.

5. Today’s Goals
• Take a look at some of today’s
challenges in PM
• Learn about a project
management journey
• Have a look at the demonstrations
that address these challenges and
the pm journey.

6. Hi, I’m Gina!
Gina Montgomery, MCTS - Acuvate Software
Vice President, Business Development – North America
• Prior to Acuvate, worked for Fpweb.net, as a SharePoint Architect in
global 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, SharePoint
conferences, Microsoft focused events, and user group meetings
• Co-authored ‘The Perpetual Hand’
Twitter: @ginammontgomery Blog: www.ginamontgomery.com Email: gina.Montgomery@acuvate.com

7. Tweet It!... I dare you!
@ginaMmontgomery is making us go social
with #SharePoint 2013 at #SPSDC
Follow @AcuvateSoftware for more updates

8. Locations
Kansas City
USA
Slough
UK
Hyderabad, Bangalore, Pune, Chennai, New Delhi
India
About Us
Incorporated in 2006
300% Y-o-Y since last 3 years
200+ clients worldwide
Value Selling Approach
Global Delivery Model
Awards and Recognitions
Member of
MS Solution
Board, 1
among 45 in
the world
Winner of
Solution
Partner of the
Year 2011
Featured in
MS Video
Case Studies
during WPC
Key Clients Key Partners
The Hague,
Netherlands
New York City
USA

9. Service Lines
ClientPortals &
Collaboration
Business
Process
Management
BI & Big Data
ERP
Integration
Mobility
Cloud

10. 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 Information
We are still wasting time and money depending on Excel
spreadsheets, email, and other manual processes

11. What makes a Project run?
Communication
Planning
Monitoring

12. Challenges
Publishing plan to entire team and keeping it updated
Tracking Plan versus Actual in terms of burn rate, budget and time
Milestones are project tools that allow pm’s to determine whether a
project is on schedule or not
Identifying and tracking project Risks and mitigation plans for those risks
Effective project status reporting measures in place will create a
focused team
Manage scope changes during the project – Change Management
Track and Resolve issues on time
Manage resources across multiple projects based on availability and skill

13. Project Management Journey
Excel, Word,
File Shares,
Email
SharePoint
Project
Server
Simple to use and get
started.
Works great for smaller
localized teams.
No special training
required
Provides great capabilities
for managing your project
Works for local and
distributed teams
Similar to using MS Word
and Excel.
Portfolio Management
Advanced PM functionality
Knowledge of MS Project

14. demo

15. Conclusion
Many organizations today are still managing
projects on Excel and through email.
The next step in the Project Management
journey is SharePoint.
It is a much easier transition into full blown
Project Server should your organization mature
to that level.

16. Thank You!
Gina Montgomery – VP, Business Development
Acuvate Software
Gina.Montgomery@acuvate.com
913-217-0211
www.ginamontgomery.com
@ginammontgomery
@acuvatesoftware