@meetdux #spcsea #sp4pm
7 WAYS TO LEVERAGE
SHAREPOINT 2010 FOR PROJECT
MANAGEMENT SUCCESS
Dux Raymond Sy, PMP
@meetdux #spcsea #sp4pm
OBJECTIVES
•  After completing this presentation, you will be able to describe the benefits of uti...
@meetdux #spcsea #sp4pm
MEET DUX
•  Managing Partner, Innovative-e, Inc.
•  Author, “SharePoint for Project Management” by...
@meetdux #spcsea #sp4pm
7 WAYS TO LEVERAGE SP 2010 FOR PM SUCCESS
•  Challenges of Project Management
•  7 Ways to Leverag...
@meetdux #spcsea #sp4pm
@meetdux #spcsea #sp4pm
WHY PROJECTS FAIL
•  Lack of Standardized Process
•  Poor Communications
•  Ineffective Project In...
@meetdux #spcsea #sp4pm
TOOLS DON’T RUN PROJECTS
@meetdux #spcsea #sp4pm
PROJECT MANAGEMENT MATURITY
PEOPLE •  No PM background •  Basic PM training •  PM Certification
PR...
@meetdux #spcsea #sp4pm
PROJECT MANAGEMENT INFORMATION SYSTEM
•  Standardized set of automated project management tools av...
@meetdux #spcsea #sp4pm
IN A PERFECT WORLD
•  PMIS should be appropriate to PM Maturity, skill set and existing tools
•  A...
@meetdux #spcsea #sp4pm
SHAREPOINT 2010 AS A PMIS
•  PMs are empowered to create a SharePoint 2010 site that serves as a P...
@meetdux #spcsea #sp4pm
7 WAYS TO LEVERAGE SP 2010 FOR PM SUCCESS
•  Challenges of Project Management
•  7 Ways to Leverag...
@meetdux #spcsea #sp4pm
1. EASILY CREATE A PMIS
•  PMs can create relevant PMIS
•  Define PMIS components
•  Enable stakeh...
@meetdux #spcsea #sp4pm
2. EFFICIENTLY STORE PROJECT ARTIFACTS
•  SharePoint provides various tools to effectively central...
@meetdux #spcsea #sp4pm
EXAMPLE: MS OUTLOOK INTEGRATION
@meetdux #spcsea #sp4pm
3. FACILITATE BETTER COLLABORATION
•  Project information collaboration
•  Jointly develop documen...
@meetdux #spcsea #sp4pm
4. ENHANCE COMMUNICATION
•  Right information for the right stakeholder at the right time
•  Tasks...
@meetdux #spcsea #sp4pm
5. AUTOMATE PROJECT PROCESSES
•  Common project processes
•  Change Control
•  Expense Reimburseme...
@meetdux #spcsea #sp4pm
6. GENERATE RELEVANT REPORTS
•  SharePoint can be used to generate relevant
•  Interactive summary...
@meetdux #spcsea #sp4pm
7. ENABLE MOBILE ACCESS
•  A mobile version of a SharePoint site is created automatically upon cre...
@meetdux #spcsea #sp4pm
SHAREPOINT 2010 ON AN IPHONE
@meetdux #spcsea #sp4pm
7 WAYS TO LEVERAGE SP 2010 FOR PM SUCCESS
•  Challenges of Project Management
•  7 Ways to Leverag...
@meetdux #spcsea #sp4pm
RESOURCES
•  Article: Manage Your Projects ... Not Just Your Schedule
http://bit.ly/9k9k7k
•  Arti...
@meetdux #spcsea #sp4pm
QUESTIONS?
•  E-Mail: dux.sy@innovative-e.com
•  LinkedIn: meetdux.com/li
•  Blog: meetdux.com
•  ...
@meetdux #spcsea #sp4pm
THANK YOU!
@meetdux #spcsea #sp4pm
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7 Ways to Leverage SharePoint 2010 for PM Success

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SharePoint Conference Southeast Asia
October 26, 2010
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7 Ways to Leverage SharePoint 2010 for PM Success

  1. 1. @meetdux #spcsea #sp4pm 7 WAYS TO LEVERAGE SHAREPOINT 2010 FOR PROJECT MANAGEMENT SUCCESS Dux Raymond Sy, PMP
  2. 2. @meetdux #spcsea #sp4pm OBJECTIVES •  After completing this presentation, you will be able to describe the benefits of utilizing SharePoint 2010 as a Project Management Information System (PMIS) •  In addition, you will be able to comprehend SharePoint’s capabilities to •  Support project planning, tracking and controlling •  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. @meetdux #spcsea #sp4pm MEET DUX •  Managing Partner, Innovative-e, Inc. •  Author, “SharePoint for Project Management” by O’Reilly Media •  Connect with Dux •  E-Mail: dux.sy@innovative-e.com •  Twitter: twitter.com/meetdux •  LinkedIn: meetdux.com/li •  Blog: meetdux.com
  4. 4. @meetdux #spcsea #sp4pm 7 WAYS TO LEVERAGE SP 2010 FOR PM SUCCESS •  Challenges of Project Management •  7 Ways to Leverage SharePoint 2010 for PM Success •  Questions and Answers
  5. 5. @meetdux #spcsea #sp4pm
  6. 6. @meetdux #spcsea #sp4pm WHY PROJECTS FAIL •  Lack of Standardized Process •  Poor Communications •  Ineffective Project Information Management •  Centralized Repository •  Traceability •  Access Privileges •  Relevance •  Reporting •  Inefficient Team Collaboration
  7. 7. @meetdux #spcsea #sp4pm TOOLS DON’T RUN PROJECTS
  8. 8. @meetdux #spcsea #sp4pm PROJECT MANAGEMENT MATURITY PEOPLE •  No PM background •  Basic PM training •  PM Certification PROCESS •  Ad-hoc •  PM Process Standardized •  Automated workflows , portfolio reporting TOOLS •  Paper, Word, Excel, Email •  Templates, Scheduling and Collaboration Tool •  EPM Tool Level  1:  Ini+al   Level  2:   Repeatable   Level  3:  Defined  
  9. 9. @meetdux #spcsea #sp4pm PROJECT MANAGEMENT INFORMATION SYSTEM •  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
  10. 10. @meetdux #spcsea #sp4pm IN A PERFECT WORLD •  PMIS should be appropriate to PM Maturity, skill set and existing tools •  Accessibility •  Information needed can be accessible in a central location •  Traceability •  One-stop shop •  Team collaboration •  Easily work with colleagues whenever, wherever, and however
  11. 11. @meetdux #spcsea #sp4pm SHAREPOINT 2010 AS A PMIS •  PMs are empowered to create a SharePoint 2010 site that serves as a PMIS •  IT intervention is minimal •  Based on familiar tools and technologies: Web, Windows, Microsoft Office •  Access can be limited to the project team and •  appropriate stakeholders •  Project artifacts can be centrally stored and maintained •  Project communications can be streamlined •  Integrates with existing PM tools
  12. 12. @meetdux #spcsea #sp4pm 7 WAYS TO LEVERAGE SP 2010 FOR PM SUCCESS •  Challenges of Project Management •  7 Ways to Leverage SharePoint 2010 for PM Success •  Questions and Answers
  13. 13. @meetdux #spcsea #sp4pm 1. EASILY CREATE A PMIS •  PMs can create relevant PMIS •  Define PMIS components •  Enable stakeholder access •  If deployed appropriately, IT does not have to deal with •  Updating content •  Defining account privileges •  Maintaining a document repository
  14. 14. @meetdux #spcsea #sp4pm 2. EFFICIENTLY STORE PROJECT ARTIFACTS •  SharePoint provides various tools to effectively centralize and manage project information •  Project Schedule •  Project Documents •  Change Request •  Risk/Issue Log •  Document management features •  Information storage •  Check-in/check-out •  Version control •  Content approval
  15. 15. @meetdux #spcsea #sp4pm EXAMPLE: MS OUTLOOK INTEGRATION
  16. 16. @meetdux #spcsea #sp4pm 3. FACILITATE BETTER COLLABORATION •  Project information collaboration •  Jointly develop documents with document workspaces •  Requirements clarification with discussion boards •  Initiate and maintain meeting artifacts with meeting workspaces •  Document lessons learned with Wikis •  Integrate with existing Microsoft tools •  Microsoft Excel •  Microsoft Project 2010 •  Microsoft Word
  17. 17. @meetdux #spcsea #sp4pm 4. ENHANCE COMMUNICATION •  Right information for the right stakeholder at the right time •  Tasks •  Schedule •  Reports •  Relevant project information access •  Appropriate privileges can be defined based on project communication needs
  18. 18. @meetdux #spcsea #sp4pm 5. AUTOMATE PROJECT PROCESSES •  Common project processes •  Change Control •  Expense Reimbursement •  Vacation Request •  SharePoint workflows •  Out of the Box •  Custom workflows
  19. 19. @meetdux #spcsea #sp4pm 6. GENERATE RELEVANT REPORTS •  SharePoint can be used to generate relevant •  Interactive summary of a project •  Project tasks information •  Automated alerts •  Dashboards can be created using Web Parts
  20. 20. @meetdux #spcsea #sp4pm 7. ENABLE MOBILE ACCESS •  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 •  E-mail enable lists or libraries •  Read “Maximizing SharePoint 2010 on a Mac + iPhone + iPad” http://bit.ly/9IX851
  21. 21. @meetdux #spcsea #sp4pm SHAREPOINT 2010 ON AN IPHONE
  22. 22. @meetdux #spcsea #sp4pm 7 WAYS TO LEVERAGE SP 2010 FOR PM SUCCESS •  Challenges of Project Management •  7 Ways to Leverage SharePoint 2010 for PM Success •  Questions and Answers
  23. 23. @meetdux #spcsea #sp4pm RESOURCES •  Article: Manage Your Projects ... Not Just Your Schedule http://bit.ly/9k9k7k •  Article: SharePoint 2010 Project Tasks http://bit.ly/aEsAUC
  24. 24. @meetdux #spcsea #sp4pm 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
  25. 25. @meetdux #spcsea #sp4pm THANK YOU!
  26. 26. @meetdux #spcsea #sp4pm
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