1.
Presenter:
Faisal Masood
PMP, CCNA, MCSE, MCITP, MCTS, MCSA, MS, MOS
Softvative Inc
www.softvative.com
2015

2.
Agenda
 Softvative
a. About Us
b. Capabilities
c. Portfolio Samples
d. Presenter Bio
 Session Phases
a. Using Content Type to organize your PMO Structure
b. Effective Site, List and Library Templates for Project Sites
c. Using Yammer for external projects with vendors and customers
d. Project Request Process using InfoPath Web forms and SharePoint
Designer workflows
 Summary
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3.
Softvative - a. About Us
Softvative Inc was built on the principles of providing innovative
solutions, quality products and reliable services. We deliver clients’
success by paying close attention to their business needs, following the
latest trends in technology and applying industry best practices to
develop optimal solutions.
With our experience and expertise, we deliver projects with a cohesive,
thorough and integrated approach that enables the customer’s business
to grow. It is Softvative’s commitment to only provide value added
products and be accountable of the investments placed in our trust.
www.Softvative.com 3

4.
Softvative - b. Capabilities
• Microsoft SharePoint (On-Premises, Cloud, Hybrid, Yammer)
• Office 365
• Managed Services, BI, SSRS Reports, Migration / Upgrade,
Architecture, IA
• Microsoft Project Server PPM, PMO Setup, PPM Assessment
• Azure Active Directory, Microsoft System Center
• Data Center Services & Solutions
• Websites, Design & Development, Social Media,
WordPress, SEO/SEM
• Trainings
www.Softvative.com 4

5.
Softvative - b. Capabilities
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6.
Softvative - c. Portfolio Samples – Project PPM
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7.
Softvative - c. Portfolio Samples SP Brainstorming
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8.
Softvative - c. Portfolio Samples SP BI Excel Svc
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9.
Softvative - c. Portfolio Samples Office 365 Brainstorming
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10.
Softvative - c. Portfolio Samples SP External Collaboration
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11.
Softvative - c. Portfolio Samples SP External Collaboration
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12.
Softvative - c. Portfolio Samples SP External Collaboration
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13.
Softvative - c. Portfolio Samples SP External Collaboration
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14.
Softvative - d. Speaker Bio – Faisal Masood
www.Softvative.com 14
 Over 16 years in technology, Technology Management and PMO
 Worked with SharePoint since its 2001 version
 Worked for some of the Fortune 500 / 100 Companies
 Provided consulting services to Healthcare, Retail, Construction,
Energy, Power, Government, Insurance and Non-Profit organizations
 Few Relevant Certifications:
 PMP
 CCNA
 SharePoint 2013: MCSE and MOS
 SharePoint 2010: MCITP and MCTS
 Office 365: MCSA
 Microsoft Specialist: MS Project 2013, Azure Cloud
Web: www.FaisalMasood.com

15.
Current Project Management Process
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16.
Session Phases - a. Content Type for PMO
• What is Content Type?
• A content type is a reusable collection of metadata (columns),
workflow and other settings for a category of items / documents
• What are Site Columns?
• Columns, fields or metadata that you can define to tag information that ar
available throughout your SharePoint site
• Define it once, use it in different sites, lists and libraries with a site collection
• Related but Advanced Features
• Content Type Hub
• Managed Metadata Termstore
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17.
Session Phases - a. Content Type for PMO
• Issue: Typical PMO Structure may have hierarchical structure of
network shared folders
• Proposals
• Vendor A
• Vendor B
• Vendor C
• Project Plans
• Schedules
• So on….
• Issue: PMO information difficult to find
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18.
Session Phases - a. Content Type for PMO
• Project Management Institute (PMI) related metadata
• PMI Process Group:
• Initiating
• Planning
• Executing
• Monitoring and Control
• Closing
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19.
Session Phases - a. Content Type for PMO
• Project Management Institute (PMI) related metadata
• PMI Project Knowledge Areas
• Integration Management
• Scope Management
• Time Management
• Cost Management
• Quality Management
• Human Resource
• Communication Management
• Risk Management
• Procurement Management
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20.
Session Phases - a. Content Type for PMO
• DEMO
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21.
Session Phases - b. Effective Site, List and Library
• SharePoint gives few effective templates for PMO
• Site Template
• Project Site, Community Site, Blog
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22.
Session Phases - b. Effective Site, List and Library
• Library Template
• Documents – organize project documents
• Wiki - Knowledgebase
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23.
Session Phases - b. Effective Site, List and Library
• List Template
• Tasks
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24.
Session Phases - b. Effective Site, List and Library
• List Template
• Contacts
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25.
Session Phases - b. Effective Site, List and Library
• List Template
• Issues
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26.
Session Phases - b. Effective Site, List and Library
• List Template
• Risk
• Create Risk Management template based on PMI standards or other
standards
• Risk Mitigation Plan
• Priority
• Probability X Impact = Risk Score
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27.
Session Phases - b. Effective Site, List and Library
• List Template
• Others Project related List ideas
• Deliverables List
• To Do List
• Change Management
• Project Calendar
• Stakeholder Decisions
• Project Scope and Limits
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28.
Session Phases - c. Yammer for external projects
• What is Yammer?
• Microsoft’s Enterprise social media and collaboration tool
• Kind of Enterprise Facebook (don’t use it like Facebook )
• Features that PMO / ePMO can leverage
• Threaded Discussion
• Instant Chat
• Collaboration on project with customers, vendor partners, Company Board Members
• Create Yammer Networks / Groups
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29.
Session Phases - c. Yammer for external projects
• Create External Network for
a project that require to
work with outside vendors,
customers and partners
• Keep it Open -> for projects
that require more open
collaboration between
in/out members
• Keep it Closed -> for
projects that require
confidential / private /
controlled information
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30.
Session Phases - c. Yammer for external projects
• Once the External Network is created in Yammer
• Create Groups with one of these options
• Public – Anyone in network can view contents
• Private – Only approved members can view contents
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31.
Session Phases - c. Yammer for external projects
• Each Yammer Network
has a unique email
address based on
network name. Use it
to CC your project
communications. Later
view those on
Yammer.
• File attachments are
saved as files on the
network.
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32.
Session Phases -d. Request Intake with InfoPath & SPD
• Project Request Intake – A process / tool to capture the project
idea through out your department / organization.
• Tools of choice:
• InfoPath Web Form (Requires SharePoint)
• SharePoint Designer for Workflows
• More Advanced
• Use SharePoint Business Data Connectivity (BDC) & Secure Store Service to pull data
from other data sources into the Sharepoint External List
• Use External List to feed the fields within InfoPath Forms
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33.
Session Phases -d. Request Intake with InfoPath & SPD
• Softvative’s PPM Project Intake Solution Creation Process Map
www.Softvative.com 33

34.
Session Phases -d. Request Intake with InfoPath & SPD
• InfoPath Form Sample
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35.
www.Softvative.com 35

36.
Q&A
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Visit Softvative’s Conference page on our
website, sign up at the bottom of the page to
auto enroll in draw to win 1 seat of Softvative’s
SharePoint Training
http://www.softvative.com/spsfall2015/
Thank you
Softvative Inc
Eden Prairie, MN, USA
Tel: 952-466-6048
www.Softvative.com
contact@softvative.com
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https://twitter.com/Softvative