7 Ways To Leverage SP for PM Success

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Presented at SharePoint . ORG Conference in Baltimore, MD on March 23, 2009

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7 Ways To Leverage SP for PM Success

  1. 1. Dux Raymond Sy, PMP Innovative-e, Inc.
  2. 2. •  After completing this presentation, you will be able to describe the benefits of utilizing SharePoint as a Project Management Information System (PMIS) •  In addition, you will be able to comprehend SharePoint’s capabilities to –  Enable efficient document management –  Integrate common project management tools –  Facilitate team collaboration –  Automate project processes –  Generate relevant project reports –  Allow mobile PMIS access
  3. 3. •  Managing Partner, Innovative-E, Inc. •  Contract Author & Instructor, Learning Tree International •  Author, “SharePoint for Project Management” by O’Reilly Media •  For more information, connect with Dux –  E-Mail: dux.sy@innovative-e.com –  LinkedIn: LinkedIn.com/in/meetdux –  Blog: Meetdux.com –  Twitter: @meetdux
  4. 4. Why SharePoint? 7 Ways to Leverage SharePoint for PM Success Questions and Answers
  5. 5. Share
 +
 Point

  6. 6. •  Allows individuals in an organization to easily create and manage their own collaborative Web sites –  Simplifies how people find and share information across boundaries, and enabling better informed decisions –  Seamlessly integrates with Windows and MS Office •  Does not refer to a specific product or technology –  Using the word “Microsoft SharePoint” is like using the word “Microsoft Office” –  Refers to several aspects of collaborative solutions •  Windows SharePoint Services (WSS) 3.0 •  Microsoft Office SharePoint Server (MOSS) 2007
  7. 7. Car
 SharePoint
 Purpose:
 Purpose:
 What’s
required?
 What’s
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  8. 8. •  A standardized set of automated project management tools available within the organization and integrated into a system •  Used by the project management team to –  Support the generation and maintenance of project artifacts –  Facilitate communication and feedback –  Monitor project activities –  Control project changes –  Analyze and forecast project performance •  Contains real-time information essential for initiating, planning, executing, controlling, and closing a project
  9. 9. •  Microsoft SharePoint •  Microsoft Project Server •  Clarity •  Primavera •  Web-based –  Google Team Site –  Basecamp –  Zoho
  10. 10. •  Individual projects can have a collaborative web site •  Access can be limited to the project team and appropriate stakeholders •  Project artifacts can be centrally stored and maintained •  Project communications can be streamlined •  Relatively easy to use –  IT intervention is minimal –  Based on familiar tools and technologies: Web, Windows, Microsoft Office
  11. 11. Why SharePoint? 7 Ways to Leverage SharePoint for PM Success Questions and Answers
  12. 12. •  Technical skill requirement is minimal –  Microsoft Windows –  Microsoft Office –  Familiar with web browsing •  Easily define stakeholder access –  Based on project communication needs •  If deployed appropriately, IT does not have to deal with –  Updating content –  Defining account privileges –  Maintaining a document repository
  13. 13. •  SharePoint provides various tools to effectively centralize and manage project information –  Project Schedule –  Project Documents –  Change Request –  Risk/Issue Log –  Budget •  Document management features –  Information storage –  Check-in/check-out –  Version control –  Content approval
  14. 14. •  SharePoint provides various tools to effectively centralize and manage project information –  Project Schedule –  Project Documents –  Change Request –  Risk/Issue Log –  Budget •  Document management features –  Information storage –  Check-in/check-out –  Version control –  Content approval
  15. 15. Project Manager Creates a SharePoint PMIS
  16. 16. •  Document Collaboration –  Document Workspaces can be used to jointly develop requirements document, reports, templates, etc. •  Team Collaboration –  Wikis to document lessons learned –  Discussion boards for offline communication –  Meeting Workspaces to support project meetings
  17. 17. •  E-mail •  Microsoft Office –  Word –  Excel –  PowerPoint –  Project •  Enterprise tools •  Third Party Tools –  Project Publisher –  Intelligant
  18. 18. Synchronizing Excel and SharePoint
  19. 19. •  Common project workflows –  Change Control –  Expense Reimbursement –  Vacation Request •  SharePoint workflows –  Three-State –  Custom workflows
  20. 20. •  SharePoint can be used to generate relevant –  Interactive summary of a project –  Project tasks information –  Automated alerts •  Dashboards can be created using Web Parts –  Red, Amber, Green (RAG) Status –  Key Performance Indicators (KPI) –  Charts
  21. 21. •  A mobile version of a SharePoint site is created automatically upon creation of a site –  Accessed via the subdirectory /m/ •  http://sharepointcafe/m/ –  Web pages are optimized and formatted –  for a mobile browser •  In addition, e-mail can be used to interact with a SharePoint PMIS
  22. 22. Why SharePoint? 7 Ways to Leverage SharePoint for PM Success Questions and Answers
  23. 23. •  Contact Dux –  E-Mail: dux.sy@innovative-e.com –  LinkedIn: Meetdux.com/li –  Blog: Meetdux.com –  Twitter: @meetdux
  24. 24. 7 Ways To Leverage SharePoint for Project Management Success

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