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Effectively ManageEnterprise Projects withMicrosoft Project ServerDux Raymond Sy, PMP, MVP
Presentation Objectives¡  In this presentation, you will learn how to  ¡  Build an Enterprise Project Management (EPM) s...
Dux Raymond Sy, PMP         ¡  Managing Partner, Innovative-e, Inc.         ¡  SharePoint Server MVP         ¡  Author,...
Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient T...
Look Familiar?            Courtesy of NicksTrafficTricks.com                                                 @meetdux #msp...
Let’s Get Priorities in Order¡  Tools don’t run projects¡  Realize that Project Server is a tool, to be successful in   ...
Project Management Maturity         Level	  1:	  Ini+al	      Level	  2:	  Repeatable	             Level	  3:	  Defined	   ...
What’s Enterprise Project Management?                            @meetdux #msproject
What’s a PMIS?¡  A Project Management Information System (PMIS) is a    standardized set of automated project management ...
What is Microsoft Project Server 2010?¡  An enterprise project management tool that supports  ¡  Project schedule develo...
Typical MS Project Server Lifecycle                                @meetdux #msproject
Typical MS Project Server Lifecycle¡  Iterative planning and tracking process  1.  Project manager creates project plan u...
Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient T...
Setting Up Enterprise Standards¡  Before you start using Project Server, configuring it based    on your PM standards & p...
Getting Started¡  Before creating a project plan, make sure that  ¡  Project initiation activities have been completed a...
Key Steps in Creating a Project Plan 1.  Start a new project 2.  Enter tasks 3.  Enter estimates 4.  Establish dependencie...
Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient T...
Project Collaboration¡  What are typical collaborative activities project team    members engage in?                     ...
SharePoint Provides Collaboration Tools¡  Information Management  ¡  Centralized Storage  ¡  Version Control  ¡  Check...
Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient T...
What are you tracking?¡  Typical areas that are tracked  ¡  Schedule  ¡  Budget  ¡  Change¡  Project tracking entails...
Key Steps to Tracking in Project Server 1.  Resource enter updates 2.  PM approves/rejects updates 3.  Project schedule ge...
Reporting            @meetdux #msproject
Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient T...
Microsoft Project for the Masses¡  Guidance for mid-size orgs with resource and schedule    management challenges without...
Questions?                    E-Mail: dux.sy@innovative-e.com                    LinkedIn: meetdux.com/li                 ...
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Effectively Managing Enterprise Projects w/ Project Server

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Transcript of "Effectively Managing Enterprise Projects w/ Project Server"

  1. 1. Effectively ManageEnterprise Projects withMicrosoft Project ServerDux Raymond Sy, PMP, MVP
  2. 2. Presentation Objectives¡  In this presentation, you will learn how to ¡  Build an Enterprise Project Management (EPM) solution based on Microsoft Project Server ¡  Create a portfolio of projects using new and existing project plans ¡  Manage and optimize project resources across the enterprise ¡  Collaborate with geographically distributed project team members using Project Web Access ¡  Identify and assign responsibility for project risks and issues ¡  Monitor and analyze performance of enterprise projects and portfolios ¡  Leverage SharePoint 2010 collaboration tools @meetdux #msproject
  3. 3. Dux Raymond Sy, PMP ¡  Managing Partner, Innovative-e, Inc. ¡  SharePoint Server MVP ¡  Author, “SharePoint for Project Management” by O’Reilly Media ¡  For more information, connect with Dux ¡  E-Mail: dux.sy@innovative-e.com ¡  Twitter: twitter.com/meetdux ¡  LinkedIn: meetdux.com/li ¡  Blog: meetdux.com @meetdux #msproject
  4. 4. Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient Team Collaboration¡  Tracking and Reporting Relevant Project Status¡  Questions and Answers @meetdux #msproject
  5. 5. Look Familiar? Courtesy of NicksTrafficTricks.com @meetdux #msproject
  6. 6. Let’s Get Priorities in Order¡  Tools don’t run projects¡  Realize that Project Server is a tool, to be successful in project management, organizations should have ¡  Relevant project management process ¡  Well-defined standards ¡  Accountable people @meetdux #msproject
  7. 7. Project Management Maturity Level  1:  Ini+al   Level  2:  Repeatable   Level  3:  Defined   •  No PM •  Basic PMPEOPLE •  PM Certification background training •  Automated •  PM Process workflows ,PROCESS •  Ad-hoc Standardized portfolio reporting •  Templates, Scheduling and •  Paper, Word,TOOLS Collaboration •  EPM Tool Excel, Email Tool @meetdux #msproject
  8. 8. What’s Enterprise Project Management? @meetdux #msproject
  9. 9. What’s a PMIS?¡  A Project Management Information System (PMIS) is 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 @meetdux #msproject
  10. 10. What is Microsoft Project Server 2010?¡  An enterprise project management tool that supports ¡  Project schedule development and management ¡  Resource Management ¡  Project/Portfolio Reporting ¡  Team Collaboration ¡  Artifact Management¡  Works with ¡  Project Professional 2010 ¡  SharePoint Server 2010 Enterprise @meetdux #msproject
  11. 11. Typical MS Project Server Lifecycle @meetdux #msproject
  12. 12. Typical MS Project Server Lifecycle¡  Iterative planning and tracking process 1.  Project manager creates project plan using Project Professional and publishes the plan to Project Server 2.  Project Server sends an e-mail to the team members notifying them of their new task assignments in the project. Team members can view this assignment via Project Web Access 3.  Team members update their project progress via Project Web Access 4.  Project manager receives and reviews updates. After reviewing, task updates are accepted or rejected 5.  Project manager publishes the latest schedule changes 6.  At any time during the life of the project, executive management can view the status of an individual project or all projects in the organization’s portfolio @meetdux #msproject
  13. 13. Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient Team Collaboration¡  Tracking and Reporting Relevant Project Status¡  Questions and Answers @meetdux #msproject
  14. 14. Setting Up Enterprise Standards¡  Before you start using Project Server, configuring it based on your PM standards & processes is necessary ¡  Don’t use the tool until you have a defined standard¡  Standardized templates ensures consistency ¡  Enterprise Global Template ¡  Enterprise Resource Pool @meetdux #msproject
  15. 15. Getting Started¡  Before creating a project plan, make sure that ¡  Project initiation activities have been completed and planning has began ¡  Work Breakdown Structure (WBS) has been defined @meetdux #msproject
  16. 16. Key Steps in Creating a Project Plan 1.  Start a new project 2.  Enter tasks 3.  Enter estimates 4.  Establish dependencies 5.  Build a project team 6.  Assign resources 7.  Publish assignments 8.  Refine plan 9.  Baseline planWatch: Effectively Planning, Tracking and ControllingProjects with Microsoft Project 2010 http://spgur.us/jdQnae @meetdux #msproject
  17. 17. Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient Team Collaboration¡  Tracking and Reporting Relevant Project Status¡  Questions and Answers @meetdux #msproject
  18. 18. Project Collaboration¡  What are typical collaborative activities project team members engage in? @meetdux #msproject
  19. 19. SharePoint Provides Collaboration Tools¡  Information Management ¡  Centralized Storage ¡  Version Control ¡  Check-in / Check-out¡  Project Activities ¡  Requirements Gathering ¡  Meetings ¡  Documenting Lessons Learned¡  Microsoft Office Integration @meetdux #msproject
  20. 20. Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient Team Collaboration¡  Tracking and Reporting Relevant Project Status¡  Questions and Answers @meetdux #msproject
  21. 21. What are you tracking?¡  Typical areas that are tracked ¡  Schedule ¡  Budget ¡  Change¡  Project tracking entails ¡  Monitoring ¡  Analyzing ¡  Correcting @meetdux #msproject
  22. 22. Key Steps to Tracking in Project Server 1.  Resource enter updates 2.  PM approves/rejects updates 3.  Project schedule gets republished @meetdux #msproject
  23. 23. Reporting @meetdux #msproject
  24. 24. Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient Team Collaboration¡  Tracking and Reporting Relevant Project Status¡  Questions and Answers @meetdux #msproject
  25. 25. Microsoft Project for the Masses¡  Guidance for mid-size orgs with resource and schedule management challenges without standardized PM processes, training and tools¡  Shows how an organization can get up and running to solve a particular set of problems in the quickest manner possible¡  A practical approach to get quick wins for both management and all stakeholders¡  For more info http://spgur.us/MSPFM @meetdux #msproject
  26. 26. Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux How did you like the presentation? http://meetdux.com/feedback @meetdux #msproject
  27. 27. Thank You!
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