KMA Insights Webinar: Collaboration In Project Driven Orgs Final

SharePoint On Premise or In the Cloud?
Microsoft SharePoint and Project ServerCollaboration in Project-Driven Organizations
KMA Insights Webinar SeriesMarch 24, 2010

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

About the Presenters

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

Enterprise Project Management – A Maturity Model
Portfolio Optimization
Work Management
Resource Management
Team Collaboration

Nailing Down PM Basics with SharePoint
Flickr Photo: “If I Had a Hammer”
courtesy jurek d., used with permission
under creative commons license

100 Level – Lists

100 Level – Document Libraries

200 Level – Project Tasks

200 Level – Tools/Templates

200-300 Level – Business Process Automation
Forms-based workflow for project initiation
See http://www.codeplex.com/EPMINFOPATH for more details

300 Level – Line-of-Business Integration

Taking PM to the Next Level
Flickr Photo: “Yellow Stairs”
Courtesy sudhamsu, used with permission
under creative commons license

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

Dashboards for Executives

Microsoft Project 2007 for PM’s
Easier to use
Task change highlighting
Multi-level undo
Start project from an enterprise template

View Of Project 2007 Interface

Resource Management

Team Members use the Web (PWA)

Enhanced Reports/View using SSRS and MOSS

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!

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

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

SharePoint 2010 -- More social

SharePoint 2010 – More Search Capabilities

SharePoint 2010 – InfoPath Forms Editing

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)

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

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

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

In Closing…
Resources and Next Steps
Questions & Answers
Webinar Feedback
Upcoming Events & Future Topics

Resources and Next Steps
Project Management Maturity Assessment
Business Productivity Maturity Assessment
SharePoint Deployment (and Upgrade) Planning
Events:

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

KMA Insights Webinar: Collaboration In Project Driven Orgs Final

by Knowledge Management Associates, LLC on Mar 25, 2010

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KMA Insights Webinar: Collaboration In Project Driven Orgs Final — Presentation Transcript