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Want More Out of your SharePoint Environment? Extend your SharePoint Environment into a Comprehensive IT Infrastructure for Projects, Products and Services
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Want More Out of your SharePoint Environment? Extend your SharePoint Environment into a Comprehensive IT Infrastructure for Projects, Products and Services

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SharePoint is the most common collaboration tool on the market today. It was common in the early adoption years to see SharePoint implementations that were intended for content management purposes …

SharePoint is the most common collaboration tool on the market today. It was common in the early adoption years to see SharePoint implementations that were intended for content management purposes only. Now, IT organizations are thinking outside of the box. If you must do more with less, what better way to protect your current investment and minimize costs then to leverage the same platform to bring Project Management, Product Development and Service Management to your IT organization?

Join us in a one hour webinar to learn how you can extend an underutilized SharePoint deployment into a full Enterprise project, product and service management solution. Topics includes:

- Common Uses of SharePoint
- SharePoint Deployment Best Practices
- SharePoint Recommendations
- Benefits of Centralization
- SharePoint for IT Planning and Control – Projects, Products and Services

Published in Technology , Business
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  • Process, Needs, Discipline PerspectiveStart anywhere in this process
  • Process, Needs, Discipline PerspectiveStart anywhere in this process
  • Process, Needs, Discipline PerspectiveStart anywhere in this process
  • Process, Needs, Discipline PerspectiveStart anywhere in this process
  • Process, Needs, Discipline PerspectiveStart anywhere in this process
  • Process, Needs, Discipline PerspectiveStart anywhere in this process
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Transcript

  • 1. Want More Out of your SharePointEnvironment?Extend your SharePoint Environment into a ComprehensiveIT Infrastructure for Projects, Products and ServicesJim Patterson
  • 2. TopicsCommon Uses of SharePointSharePoint Deployment Best PracticesSharePoint RecommendationsSharePoint for IT Planning and Control– Projects, Products and Services
  • 3. Common Uses of SharePoint
  • 4. Where Most StartFree version available and easy to startUsers freely add sites/workspacesDocument storage and collaboration– Improvement over file shares and local storage– One version of the newsTeam sites for general collaboration– Lists, announcements, otherCapabilities greatly underutilized
  • 5. Increasing Value With Process Complexity Integrated to ERP and Structured Data Production Process & Vertical ApplicationsValue Ad Hoc Process & Collaboration Secure Repository Costs
  • 6. SharePoint Deployment BestPractices
  • 7. Are You Ready For Bigger Use of SharePoint? Server farm(s) Large volumes of data Wide variety of data Complexity and navigation Customization and integration Consistent use and adoption
  • 8. Planning and GovernanceBuild team that is cross-organizationalDefine the SharePoint COEStudy information architecture– Taxonomies, content types, etc.Define technical architectureConsider user navigationInvolve power users early– Get buy-in
  • 9. Governance on Site Creation – Request Form What is the nature of the site? Who owns the site? What type of data will be stored? Will some data become a record? How many versions of data should be kept? Expected life space of the site? Who should have access to the site? Workflow needed? Need for imaging? External collaboration required?
  • 10. Plan and Optimize for ScalabilityLook at storage needs– Document volumes and sizesAdditional network traffic– LAN or WAN?Site collections – one or many– Multiple may be preferred (By business unit?)Global deployment?– Replication or multiple farms
  • 11. SharePoint Recommendations
  • 12. Leverage 3rd Parties to Fill GapsManagement toolsReplicationWAN accelerationContent migrationBackup and archivingEnhanced workflowSocial extensionsSecure extranet toolsVertical applications
  • 13. Deployment and Integration Recommendations Clearly delineate where SharePoint should or should not be used Migrate only content that is truly needed Have “one version of the truth” Consider customizations carefully – Future upgrade considerations
  • 14. RecommendationsEarly Develop a content management strategy deploying Plan and set guidelines for SharePoint usage Displace some email use, and use SharePoint for collaboration Architect for flexibility and growthLong Term Focus on people and behavior – fit tools to process Create a SharePoint development/service group Inventory all sites/repositories, and ID owners and purposes Set policies on team sites and documents within Build a library of purpose-specific templates and accepted 3rd party add-ons Identify SharePoint dependencies with other applications
  • 15. SharePoint for IT Planning andControlfor Projects, Products and Services
  • 16. Business Value Proposition No need for separate, expensive applications Generate increased value from the investment in SharePoint Increased efficiency by workers getting all work in a single solution Opportunity to retire multiple solutions that can be handled in one
  • 17. Work is Everywhere Select Plan Execute Control Close To dos ApplicationProject Tasks Issues Backlog Documents Defects Approvals User Recurring Stories Maintenance Incidents Changes Deliverables Testing Bugs
  • 18. Disconnected Systems & Processes Service Application ProjectManagement Management Management • Requests • User Stories • Tasks • Problems • Defects • Issues • Changes • Tasks • Changes • Testing • Actions • Maintenance • Work is managed by parallel processes • Multiple entry points of work that is associated • Departmental silos enforcing their own processes, priority and deployment
  • 19. Introducing WorkEngine Portfolio Resource Cost Schedule Work Time Management Management Management Management Management Management Enterprise Work Demand Management Capabilities Project Application Service Management Management Management Pre-built Applications Tasks To-dos Approvals Changes Bugs Problems Backlogs (Work Processes)Issues Maintenance Deliverables Testing Service Requests Defects Work Features Integration with Other Systems Other LOB’s
  • 20. Built in SharePoint Work Resource Portfolio Time Planner Planner Manager Manager Business Content BusinessCollaboration BCS Search Process Management Intelligence Management
  • 21. End to End Project & Work ManagementStrategicProject & WorkManagementTacticalProject &WorkManagement
  • 22. Enhanced Resource Management CapabilitiesStrategicProject & WorkManagementTacticalProject &WorkManagement
  • 23. WorkEngine - All Work Together Business Value Applications Services Incidents Service Portfolio Projects Incidents, Changes, ProblemsProjects Reporting Changes Metrics Dashboards Status Reports Select Application Portfolio Work Releases, Backlog, Test Cases Execution Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, Risks Funnel all work through a common governance and control structure.
  • 24. WorkEngine - Execution Overview Service Application Project/Portfolio Management Management Management
  • 25. Demand Management All Work Requests are captured from common Self Service Portal Enhance business user experience with full visibility of entire request process Route Requests to appropriate team based on type of work Requests Projects Applications Empower Your Business Customer to Submit Request Through Web Forms
  • 26. IT Governance Business Value Applications Services Incidents Service Portfolio Projects Incidents, Changes, ProblemsProjects Reporting Changes Metrics Dashboards Status Reports Work Type Application Portfolio Releases, Backlog, Test Cases Execution IT Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, RisksFunnel all IT work through a common governance and control structure.
  • 27. Service WorkEngine Overview
  • 28. Key Service Management Features
  • 29. Service Requests Maintain all service requests from a single location Meet unique needs based type of service request Increase efficiency through instant visibility and assignment All service requests at your finger tips
  • 30. Service Level-Agreements SLA terms logged in a single system Service personnel all aware of contractual obligations Customers receive consistent levels of service Manage service agreements as negotiated
  • 31. Account & Contract Management Consistent customer service for internal and external customers Account Services Metrics Contract details visible, accessible and enforceable All customer work is manageable, traceable, and Contract Metric consistent Account & Contract Information at your Finger Tips
  • 32. ITPC Governance Business Value Applications Services Incidents Service Portfolio Projects Incidents, Changes, ProblemsProjects Reporting Changes Metrics Dashboards Status Reports Work Type Application Portfolio Releases, Backlog, Test Cases Execution IT Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, RisksFunnel all IT work through a common governance and control structure.
  • 33. Application WorkEngine Overview OthersApplication 1 Application 3 Application 5 Workspace Application 2 Workspace Application 4 Workspace Workspace Workspace
  • 34. Key Application Management Features Application Portfolio Management Agile Schedule Management Resource Management Cost Management Task & Work Management Time Management Test Case Management Defect Management Change Management Document Management Reporting & Business Intelligence TFS Integration
  • 35. Application Portfolio Management Maintain inventory of all company applications and assets Roadmap lifecycle and maintenance of all application investments Achieve efficiencies and eliminate redundancies Manage application assets throughout their useful lifecycle
  • 36. Application Workspaces Applications managed as valued assets All application metrics tracked and maintained Application related projects and maintenance all managed centrally All application information and metrics at your finger tips
  • 37. Agile Management Iterative development and maintenance of application assets Common tools for agile, projects and services Integration with TFS Integration SDLC tools like TFS Iterative application and product development
  • 38. IT Governance Business Value Applications Services Incidents Service Portfolio Projects Incidents, Changes, ProblemsProjects Reporting Changes Metrics Dashboards Status Reports Work Type Application Portfolio Releases, Backlog, Test Cases Execution IT Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, RisksFunnel all IT work through a common governance and control structure.
  • 39. Workspaces for a Variety of Projects Project Services Software DevWorkspace Product Workspace Construction Workspace Workspace Workspace
  • 40. Project Management Features
  • 41. Project Workspaces Tools that leverage standard SharePoint workspaces for projects All aspects of project management tracked within the workspace Project workspace details automatically rolled-up to portfolio All project management data views and metrics from a single source
  • 42. Project Schedule Management Detailed project schedules and assignments in a single system Bi-directional integration with MS Project Online Work Planner for non-MS Project Online Project Planner Microsoft Project 2003, 07, 10 Microsoft Project Server 2007, 10 users Detailed schedule management in SharePoint with EPM Live
  • 43. Resource Management Gain Greater Control of Project Resources Resource Planning Across All Work Resource Capacity Planning Resource Workload and Availability & Gain Visibility into All Resource Demands
  • 44. Portfolio Management Advanced portfolio management tools What-if modeling and scenario comparisons Prioritization Strategic Alignment Advanced Portfolio Management Tools
  • 45. Cost Management
  • 46. Resource Capacity Planning  Forecast resource demand for all portfolio items  FTE or hours based planning  Resource Capacity Planning for all Portfolio items  Demand vs. Capacity Gain Visibility into All Resource Demands
  • 47. What-If Modeling
  • 48. WorkEngine - All Work Together Business Value Applications Services Incidents Service Portfolio Projects Incidents, Changes, ProblemsProjects Reporting Changes Metrics Dashboards Status Reports Select Application Portfolio Work Releases, Backlog, Test Cases Execution Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, Risks Funnel all work through a common governance and control structure.
  • 49. Multiple Workspaces Project Services ApplicationWorkspace Product Workspace Construction Workspace Workspace Workspace
  • 50. Pre-built Solution TemplatesKeep your entire team informed, accountable and connected in acentralized, web-based environment that is easy-to-use and rapidto deploy PMI (PMBOK) Agile (SCRUM) MSF Prince2 CMMI Professional Services Project Management Office Program Management Construction EPM Live provides prebuilt project workspace templates to help get project teams up and running quickly
  • 51. Resource Management Gain Greater Control of Project Resources View Resource Assignments for All Work Resource Planning for Projects, Applications and Service related activities Resource Workload and Availability & Gain Visibility into All Resource Demands
  • 52. Work Management Initiate Plan Execute Control Close Risks Updating Task Status Actions User Stories on All Work Assigned Issues Documents To You Defects Contracts Tasks Problems Defects Sign Up for Task Bugs Approvals Deliverables Status Alert Emails Recurring Changes Requests Maintenance Create New Work Items From a Single View Manage and Track All Work Assigned To You
  • 53. Time Management Report time-phased actual work on any SharePoint Work item Save, Submit, Select Period, Add, Remove Timesheet Items Capture special time categories such as billable, non-billable, regular, overtime, and more Integrate with LOB applications: Microsoft Project & Project Server, QuickBooks, Microsoft Understand what it really takes Dynamics GP, Oracle, to do work in your organization Lawson, etc.
  • 54. Collaboration
  • 55. Reporting Flexible charting webparts for visualizing all data SQL Server base reporting tables for flexible surfacing of data Central repository for dashboards as a natural output Many ways to report and surface data
  • 56. Try us outwww.epmlive.com