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KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final
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KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final

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KMA and special guest William George Associates look into how SharePoint and Project Server can ignite collaboration in project-driven organizations.

KMA and special guest William George Associates look into how SharePoint and Project Server can ignite collaboration in project-driven organizations.

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  • Announcements, Links, CalendarsPM-specific: Tasks, Issues, Risks, Calendar + any sort of custom. Create metadata/custom columns in your lists for easy viewing. Use alerts to be advised of changes/updates.E-mail enabled (can serve as repository for them, too)
  • Versioning, check in/out, metadata
  • Pro/con of this vs richer EPM solution
  • Repositories of master documents, tools and templates help reinforce organizational standards and give team members easy access to most current master documents.
  • Integration with structured data stores (ERP, CRM, PSA, other project tracking DB) to marry structured and unstructured data[MG transition: SP about doing *each* project better, PS about doing *all* projects better. For more, MH from WGA…]
  • Mike described how SharePoint can help organizations who are just starting to use PM better practices. Now Project Server helps take clients to the next level.
  • What are the drivers for using Project Server now versus staying with SharePoint as a PM platform? Maturing PM processes usually drives clients to ask forMore detailed project plans using MS Project 2007Resource Management capabilitiesAutomated Task updates from resourcesBetter Reporting
  • BrightWork:PMPoint, first to market, most focused on PMBamboo Solutions: pm central, broad market acceptance of SP webparts, most focused on SPCorasWorks:
  • Tags, ratings, activities (wall), micro-blogging/status
  • Facets included by default, incl tags. More advanced enterprise search capabilities included in FAST search, now incorporated w/eCAL.
  • All SP forms now use InfoPath as default forms editor, so that analyst-level resources can create and modify rich, adaptive forms in any SP screen.
  • MM: Ability to centrally define tags in term store (along with synonyms, etc.). Ability to build relationships and hierarchies amongtags.BCS: easier integration, two-way.
  • SP/Office drops 5/12Launch event 4/29. KMA Booth and speaker (CM = IT Pro)
  • Transcript

    • 1. SharePoint On Premise or In the Cloud?
      Microsoft SharePoint and Project ServerCollaboration in Project-Driven Organizations
      KMA Insights Webinar SeriesMarch 24, 2010
    • 2. Housekeeping Items
      Experiencing Issues?
      Change color of your seat to RED
      Questions for Speakers?
      Submit questions during webinar
      Twitter Discussion
      #kmaspproj
      Feedback
      Webinar Feedback
      Next Steps/Moving Forward
    • 3. About the Presenters
    • 4. Agenda:
      SharePoint: When and where SharePoint can help you manage projects more efficiently
      Project Server:  When and where EPM with Project Server can help you take project management to the next level
      Best Practices for using SharePoint and Project Server together
      Other EPM options for SharePoint
      What's Coming in SharePoint 2010 and Project Server 2010
    • 5. Enterprise Project Management – A Maturity Model
      Portfolio Optimization
      Work Management
      Resource Management
      Team Collaboration
    • 6. Nailing Down PM Basics with SharePoint
      Flickr Photo: “If I Had a Hammer”
      courtesy jurek d., used with permission
      under creative commons license
    • 7. 100 Level – Lists
    • 8. 100 Level – Document Libraries
    • 9. 200 Level – Project Tasks
    • 10. 200 Level – Tools/Templates
    • 11. 200-300 Level – Business Process Automation
      Forms-based workflow for project initiation
      See http://www.codeplex.com/EPMINFOPATH for more details
    • 12. 300 Level – Line-of-Business Integration
    • 13. Taking PM to the Next Level
      Flickr Photo: “Yellow Stairs”
      Courtesy sudhamsu, used with permission
      under creative commons license
    • 14. The Next Level:“You’ll Know You’re Ready When…”
      Executives- Dashboard Views
      Microsoft Project 2007- PM’s
      Resource Managers
      Resource Management capabilities
      Team member updates via the web (PWA)
      Enhanced views and reports
    • 15. Dashboards for Executives
    • 16. Microsoft Project 2007 for PM’s
      Easier to use
      Task change highlighting
      Multi-level undo
      Start project from an enterprise template
    • 17. View Of Project 2007 Interface
    • 18. Resource Management
    • 19. Team Members use the Web (PWA)
    • 20. Enhanced Reports/View using SSRS and MOSS
    • 21. Enhanced Reports/View using SSRS and MOSS
    • 22. Enhanced Reports/View using SSRS and MOSS
    • 23. Better Together: Best Practices for Using SharePoint Server and Project Server
      Site templates:
      To provide consistent look/feel across projects
      To reinforce organizational PM standards
      Links between:
      Project Server tasks <-> SharePoint issues & risks lists
      SharePoint documents <-> Project Server tasks, risks, issues
      The power of enterprise search
      Don’t forget the PMO site!
    • 24. Other SharePoint EPM options
      Brightwork (www.brightwork.com):
      PMPoint
      first to market
      most focused on PM
      Bamboo Solutions (www.bamboosolutions.com):
      pm central
      broad provider of SP web parts
      Corasworks (www.corasworks.net):
      Project Portfolio Management
      broad provider of SP tools
    • 25. What’s Coming in 2010(for Collaboration in Project-driven orgs)
      Key SharePoint Server Changes
      Social
      Search
      Metadata improvements
      LOB integration improvements
      Key Project Server Changes
      PPM/PS Integration
      Integrated Demand Management
      User Controlled Scheduling
    • 26. SharePoint 2010 -- More social
    • 27. SharePoint 2010 – More Search Capabilities
    • 28. SharePoint 2010 – InfoPath Forms Editing
    • 29. SharePoint 2010 – Other Key Improvements
      Managed metadata: http://www.sharepointsaturday.org/boston/Lists/MeetingResources/ChrisMcNulty_MMS2010.pptx
      Line-of-business integration via Business Connectivity Services (BCS)
    • 30. Project Server 2010- Portfolio and Project Management together at last!
      Manage
      Plan
      Create
      Select
      Top Down
      Portfolio Management
      Bottom Up Project Management
      Resource
      Management
      Business Case Definition
      Demand
      Management
      Project
      Reporting
      Portfolio Prioritization
      Project Scheduling
      Portfolio
      Optimization
      Portfolio
      Reporting
      Team Collaboration
      Time
      Reporting
      Capacity
      Planning
      Issues and Risk
      Management
    • 31. Project Server 2010- Integrated Demand Management
      Control via Workflow
      Build Business Case
      Capture all Requests
      Work Request Workflow
      IT Project Workflow
      Business Project Workflow
      Strategic Impact Assessment
    • 32. Project Server 2010-User Controlled scheduling
      Top Down Planning
      User Controlled Scheduling
      Choose manually scheduled or automatically scheduled tasks
      Only enter task data when you have it
      Add notes to duration and date fields
      Be alerted to scheduling concerns with squiggly lines – then take action in Task Inspectors
      Manually Scheduled Tasks
      Task with End Date Only
      Scheduling Concerns
      Reminder Notes
    • 33. In Closing…
      • Resources and Next Steps
      • 34. Questions & Answers
      • 35. Webinar Feedback
      • 36. Upcoming Events & Future Topics
    • Resources and Next Steps
      Project Management Maturity Assessment
      Business Productivity Maturity Assessment
      SharePoint Deployment (and Upgrade) Planning
      Events:
    • 37. Thank You!
      Contact Mike Gilronan
      Mgilronan[at]kma-llc[dot]net
      781.693.6823
      Twitter: [at]mikegil
      Contact Mark Hall
      Mhall[at]williamgeorge[dot]net
      978.352.2163
      http://www.williamgeorge.net

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