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5 Inspiring Reasons to Manage Projects on SharePoint 2013
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5 Inspiring Reasons to Manage Projects on SharePoint 2013


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SharePoint was first launched in 2001 as a document and content management system for teams to work together. We have definitely come a long way from there! But the core reason still is very much …

SharePoint was first launched in 2001 as a document and content management system for teams to work together. We have definitely come a long way from there! But the core reason still is very much relevant today, especially for project teams. SharePoint 2013 provides a gamut of features for managing projects. With a bit of configuration, all aspects including project planning, resourcing, costs , reporting and more can be managed. All this apart from managing project related documents and work items. Come and learn how you can get started with SharePoint 2013 for project management. And even if you are on SharePoint 2010, don’t worry. We have got something for you too!

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  • 1. “5 Inspiring Reasons to ManageProjects on SharePoint”Gina Montgomery – VP, Business DevelopmentAcuvate Software
  • 2. 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.
  • 3. 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.
  • 4. Hi, I’m Gina!Gina Montgomery, MCTS - Acuvate SoftwareVice President, Business Development – North America• Prior to Acuvate, worked for, 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: Email:
  • 5. Tweet It!... I dare you!@ginaMmontgomery is making us go socialon #SharePoint 2013 at #SPSLAFollow @AcuvateSoftware for more updates
  • 6. LocationsKansas CityUSASloughUKHyderabad, Bangalore, Pune, Chennai, New DelhiIndiaAbout UsIncorporated in 2006300% Y-o-Y since last 3 years200+ clients worldwideValue Selling ApproachGlobal Delivery ModelAwards and RecognitionsMember ofMS SolutionBoard, 1among 45 inthe worldWinner ofSolutionPartner of theYear 2011Featured inMS VideoCase Studiesduring WPCKey Clients Key PartnersThe Hague,NetherlandsNew York CityUSA
  • 7. Service LinesClientPortals &CollaborationBusinessProcessManagementBI & Big DataERPIntegrationMobilityCloud
  • 8. MOSSAICAssessment Phase 1Phase 2Phase 3Phase nStartStabilizeStandardize20 days 90 days 180 days 270 daysPlanned InfoArchBrand AlignedProvide ContentSupport UsersCreate R&R programsCollect FeedbackBusiness ProcessesIntegrate LOB appsDeliver ReportsSite MigratorFile UploaderUI TemplatesHelpdesk AppFeedback AppTop ContributorsTop VisitorsERP SurroundReporting PlatformKnowledge MgmtESS Processes AppsDept Process templatesReport AggregatorERP Integration templatesKM SolutionIdea ManagementCIO CockpitBusinessTechnology
  • 9. 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
  • 10. What makes a Project run?CommunicationPlanningMonitoring
  • 11. Let’s talk about challengesCommunicating project information is oftenchallenging, whether it involves getting statusupdates from your team, or publishing theproject plan to the entire team.
  • 12. Let’s talk about challengesGoing over budget often causes projectsto fail. Tracking Plan versus Actual in termsof burn rate, budget, and time is vital.
  • 13. Let’s talk about challengesMilestones are project tools that allow pm’s todetermine whether a project is on schedule ornot. Without tracking special milestones,especially those associated with billing, a PMmay have a difficult time assuring a qualityproject for clients and doing so at a reducedcost.
  • 14. Let’s talk about challengesEffective project status reporting measures inplace will create a focused team. Many of usstill aren’t sure what to include (and how topresent it; i.e. dashboard, scorecards, etc…) inthe status report for which audience, how longthe status report should be, etc..
  • 15. Let’s talk about challengesIdentifying and tracking project Risks andmitigation plans for those risks is still beingdone on Excel by many organizations.Managing multiple spreadsheets for a portfolioof projects is time consuming and inhibitsproductivity.How are you tracking risks? Or are you?
  • 16. Let’s talk about challengesEnsuring project status visibility to allstakeholders is also still be done via email andExcel spreadsheets. Stakeholders don’t have acentralized place to see project status updates.How are you giving your stakeholders insighton project status updates?
  • 17. Let’s talk about challengesOrganizations are still tracking changemanagement through email and Excel.Understanding how and when a change wasintroduced to the original scope of the projectis vital to staying on budget.How do you manage scope changes during aproject?
  • 18. Let’s talk about challengesIssues that arise during a project can slow itdown and cause problems if not tracked andresolved in a timely fashion. Email is still beingused for tracking issues during a project.How do you track issues and resolutions now?
  • 19. Let’s talk about challengesManaging resources across multiple projectsbased on availability and skill can beburdensome.Do you have a clear view into what availabilityyour resources have? How do you know whenthey are overloaded?
  • 20. 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
  • 21. demo
  • 22. 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.
  • 23. Thank You!Gina Montgomery – VP, Business DevelopmentAcuvate
  • 24. Atera Prime K2Axceler KnowledgeLakeCBT Clips KwizComDell QuickStartHershey Technologies VirtualworksPlatinum& GoldSponsorsSilverSponsors