7 Ways To Leverage Sp For Pm Success

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    7 Ways To Leverage Sp For Pm Success - Presentation Transcript

    1. 7 Ways To Leverage SharePoint For Project Management Success Dux Raymond Sy, PMP Innovative-e February 27, 2009 10 am – 11 am (PST)
    2. Presentation Objectives  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. Dux Raymond Sy, PMP  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: meetdux.com/li  Blog: meetdux.com  Twitter: meetdux
    4. Agenda  Why SharePoint?  7 Ways to Leverage SharePoint for PM Success  Questions and Answers
    5. Share + Point
    6. What’s SharePoint?  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 Web-based collaborative solutions
    7. What if SharePoint is a Car?
    8.  WSS is the core technology of Microsoft SharePoint  Considered as the “engine” of SharePoint  Provides document management and team collaboration tools  WSS is available for free as long as your organization is utilizing Windows Server 2003 or above  MOSS extends the capabilities of WSS  Going back to our car analogy, MOSS provides extended capabilities such as GPS, a DVD system, Voice Commands, etc.  Extended features include Enterprise search, Personalization, Enterprise Content Management, etc.  Unlike WSS, MOSS is not available for free
    9. What’s a PMIS?  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
    10. What’s out there?  Microsoft SharePoint  Microsoft Project Server  Clarity  Primavera  Web-based  Google Team Site  Basecamp  Zoho
    11. SharePoint as a PMIS  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
    12. Agenda  Why SharePoint?  7 Ways to Leverage SharePoint for PM Success  Questions and Answers
    13. #1 Easily Create a PMIS  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
    14. PM creates a PMIS Video Demo: http://go.meetdux.com/x8eu
    15. #2 Efficiently Manage Project Information  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
    16. PM creates a PMIS Video Demo: http://go.meetdux.com/x8eu
    17. #3 Facilitate Project Collaboration  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
    18. Example: Clarifying Requirements
    19. #4 Seamlessly Integrate with PM Tools  E-mail  Microsoft Office  Word  Excel  PowerPoint  Project  Enterprise tools  Third Party Tools  Project Publisher  Intelligant
    20. Synchronizing Excel + SP Video Demo: http://go.meetdux.com/czas
    21. #5 Automate Project Processes  Common project workflows  Change Control  Expense Reimbursement  Vacation Request  SharePoint workflows  Three-State  Custom workflows
    22. Example: Change Request
    23. #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  Red, Amber, Green (RAG) Status  Key Performance Indicators (KPI)  Charts
    24. Example: Milestones Dashboard
    25. #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
    26. Agenda  Why SharePoint?  7 Ways to Leverage SharePoint for PM Success  Questions and Answers
    27. Questions? ? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux ?
    28. Thank You! Innovative-e

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