Want More Out of your SharePointEnvironment?Extend your SharePoint Environment into a ComprehensiveIT Infrastructure for P...
TopicsCommon Uses of SharePointSharePoint Deployment Best PracticesSharePoint RecommendationsSharePoint for IT Planning an...
Common Uses of SharePoint
Where Most StartFree version available and easy to startUsers freely add sites/workspacesDocument storage and collaboratio...
Increasing Value With Process Complexity                                                         Integrated to ERP and    ...
SharePoint Deployment BestPractices
Are You Ready For Bigger Use of SharePoint?   Server farm(s)   Large volumes of data   Wide variety of data   Complexity a...
Planning and GovernanceBuild team that is cross-organizationalDefine the SharePoint COEStudy information architecture– Tax...
Governance on Site Creation – Request Form   What is the nature of the site?   Who owns the site?   What type of data will...
Plan and Optimize for ScalabilityLook at storage needs– Document volumes and sizesAdditional network traffic– LAN or WAN?S...
SharePoint Recommendations
Leverage 3rd Parties to Fill GapsManagement toolsReplicationWAN accelerationContent migrationBackup and archivingEnhanced ...
Deployment and Integration Recommendations  Clearly delineate where SharePoint should  or should not be used  Migrate only...
RecommendationsEarly  Develop a content management strategy deploying  Plan and set guidelines for SharePoint usage  Displ...
SharePoint for IT Planning andControlfor Projects, Products and Services
Business Value Proposition No need for separate, expensive applications Generate increased value from the investment in Sh...
Work is Everywhere  Select            Plan             Execute         Control        Close                          To do...
Disconnected Systems & Processes  Service               Application                ProjectManagement              Manageme...
Introducing WorkEngine     Portfolio    Resource       Cost       Schedule       Work         Time    Management   Managem...
Built in SharePoint        Work               Resource      Portfolio          Time        Planner            Planner     ...
End to End Project & Work ManagementStrategicProject & WorkManagementTacticalProject &WorkManagement
Enhanced Resource Management CapabilitiesStrategicProject & WorkManagementTacticalProject &WorkManagement
WorkEngine - All Work Together                                   Business Value                                           ...
WorkEngine - Execution Overview   Service    Application   Project/Portfolio Management   Management      Management
Demand Management   All Work Requests    are captured from    common Self Service    Portal   Enhance business    user e...
IT Governance                                 Business Value                                                              ...
Service WorkEngine Overview
Key Service Management Features
Service Requests   Maintain all service    requests from a    single location   Meet unique needs    based type of servi...
Service Level-Agreements   SLA terms logged in    a single system   Service personnel all    aware of contractual    obl...
Account & Contract Management   Consistent customer    service for internal    and external    customers                 ...
ITPC Governance                                 Business Value                                                            ...
Application WorkEngine Overview                                                                OthersApplication 1        ...
Key Application Management Features  Application Portfolio Management    Agile Schedule Management  Resource Management   ...
Application Portfolio Management   Maintain inventory    of all company    applications and    assets   Roadmap lifecycl...
Application Workspaces   Applications    managed as valued    assets   All application    metrics tracked and    maintai...
Agile Management   Iterative    development and    maintenance of    application assets   Common tools for    agile, pro...
IT Governance                                 Business Value                                                              ...
Workspaces for a Variety of Projects Project                 Services                  Software DevWorkspace    Product   ...
Project Management Features
Project Workspaces   Tools that leverage    standard SharePoint    workspaces for    projects   All aspects of project  ...
Project Schedule Management   Detailed project    schedules and    assignments in a    single system   Bi-directional   ...
Resource Management   Gain Greater Control    of Project Resources   Resource Planning    Across All Work   Resource Ca...
Portfolio Management   Advanced portfolio    management tools   What-if modeling    and scenario    comparisons   Prior...
Cost Management
Resource Capacity Planning    Forecast resource     demand for all     portfolio items    FTE or hours based     plannin...
What-If Modeling
WorkEngine - All Work Together                                   Business Value                                           ...
Multiple Workspaces Project                 Services                  ApplicationWorkspace    Product    Workspace   Const...
Pre-built Solution TemplatesKeep your entire team informed, accountable and connected in acentralized, web-based environme...
Resource Management   Gain Greater Control    of Project Resources   View Resource    Assignments for All    Work   Res...
Work Management                           Initiate          Plan             Execute       Control           Close        ...
Time Management   Report time-phased    actual work on any    SharePoint Work item   Save, Submit, Select    Period, Add...
Collaboration
Reporting   Flexible charting    webparts for    visualizing all data   SQL Server base    reporting tables for    flexi...
Try us outwww.epmlive.com
Want More Out of your SharePoint Environment? Extend your SharePoint Environment into a Comprehensive IT Infrastructure fo...
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Want More Out of your SharePoint Environment? Extend your SharePoint Environment into a Comprehensive IT Infrastructure for Projects, Products and Services

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SharePoint is the most common collaboration tool on the market today. It was common in the early adoption years to see SharePoint implementations that were intended for content management purposes only. Now, IT organizations are thinking outside of the box. If you must do more with less, what better way to protect your current investment and minimize costs then to leverage the same platform to bring Project Management, Product Development and Service Management to your IT organization?

Join us in a one hour webinar to learn how you can extend an underutilized SharePoint deployment into a full Enterprise project, product and service management solution. Topics includes:

- Common Uses of SharePoint
- SharePoint Deployment Best Practices
- SharePoint Recommendations
- Benefits of Centralization
- SharePoint for IT Planning and Control – Projects, Products and Services

Published in: Technology, Business
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Want More Out of your SharePoint Environment? Extend your SharePoint Environment into a Comprehensive IT Infrastructure for Projects, Products and Services

  1. 1. Want More Out of your SharePointEnvironment?Extend your SharePoint Environment into a ComprehensiveIT Infrastructure for Projects, Products and ServicesJim Patterson
  2. 2. TopicsCommon Uses of SharePointSharePoint Deployment Best PracticesSharePoint RecommendationsSharePoint for IT Planning and Control– Projects, Products and Services
  3. 3. Common Uses of SharePoint
  4. 4. Where Most StartFree version available and easy to startUsers freely add sites/workspacesDocument storage and collaboration– Improvement over file shares and local storage– One version of the newsTeam sites for general collaboration– Lists, announcements, otherCapabilities greatly underutilized
  5. 5. Increasing Value With Process Complexity Integrated to ERP and Structured Data Production Process & Vertical ApplicationsValue Ad Hoc Process & Collaboration Secure Repository Costs
  6. 6. SharePoint Deployment BestPractices
  7. 7. Are You Ready For Bigger Use of SharePoint? Server farm(s) Large volumes of data Wide variety of data Complexity and navigation Customization and integration Consistent use and adoption
  8. 8. Planning and GovernanceBuild team that is cross-organizationalDefine the SharePoint COEStudy information architecture– Taxonomies, content types, etc.Define technical architectureConsider user navigationInvolve power users early– Get buy-in
  9. 9. Governance on Site Creation – Request Form What is the nature of the site? Who owns the site? What type of data will be stored? Will some data become a record? How many versions of data should be kept? Expected life space of the site? Who should have access to the site? Workflow needed? Need for imaging? External collaboration required?
  10. 10. Plan and Optimize for ScalabilityLook at storage needs– Document volumes and sizesAdditional network traffic– LAN or WAN?Site collections – one or many– Multiple may be preferred (By business unit?)Global deployment?– Replication or multiple farms
  11. 11. SharePoint Recommendations
  12. 12. Leverage 3rd Parties to Fill GapsManagement toolsReplicationWAN accelerationContent migrationBackup and archivingEnhanced workflowSocial extensionsSecure extranet toolsVertical applications
  13. 13. Deployment and Integration Recommendations Clearly delineate where SharePoint should or should not be used Migrate only content that is truly needed Have “one version of the truth” Consider customizations carefully – Future upgrade considerations
  14. 14. RecommendationsEarly Develop a content management strategy deploying Plan and set guidelines for SharePoint usage Displace some email use, and use SharePoint for collaboration Architect for flexibility and growthLong Term Focus on people and behavior – fit tools to process Create a SharePoint development/service group Inventory all sites/repositories, and ID owners and purposes Set policies on team sites and documents within Build a library of purpose-specific templates and accepted 3rd party add-ons Identify SharePoint dependencies with other applications
  15. 15. SharePoint for IT Planning andControlfor Projects, Products and Services
  16. 16. Business Value Proposition No need for separate, expensive applications Generate increased value from the investment in SharePoint Increased efficiency by workers getting all work in a single solution Opportunity to retire multiple solutions that can be handled in one
  17. 17. Work is Everywhere Select Plan Execute Control Close To dos ApplicationProject Tasks Issues Backlog Documents Defects Approvals User Recurring Stories Maintenance Incidents Changes Deliverables Testing Bugs
  18. 18. Disconnected Systems & Processes Service Application ProjectManagement Management Management • Requests • User Stories • Tasks • Problems • Defects • Issues • Changes • Tasks • Changes • Testing • Actions • Maintenance • Work is managed by parallel processes • Multiple entry points of work that is associated • Departmental silos enforcing their own processes, priority and deployment
  19. 19. Introducing WorkEngine Portfolio Resource Cost Schedule Work Time Management Management Management Management Management Management Enterprise Work Demand Management Capabilities Project Application Service Management Management Management Pre-built Applications Tasks To-dos Approvals Changes Bugs Problems Backlogs (Work Processes)Issues Maintenance Deliverables Testing Service Requests Defects Work Features Integration with Other Systems Other LOB’s
  20. 20. Built in SharePoint Work Resource Portfolio Time Planner Planner Manager Manager Business Content BusinessCollaboration BCS Search Process Management Intelligence Management
  21. 21. End to End Project & Work ManagementStrategicProject & WorkManagementTacticalProject &WorkManagement
  22. 22. Enhanced Resource Management CapabilitiesStrategicProject & WorkManagementTacticalProject &WorkManagement
  23. 23. WorkEngine - All Work Together Business Value Applications Services Incidents Service Portfolio Projects Incidents, Changes, ProblemsProjects Reporting Changes Metrics Dashboards Status Reports Select Application Portfolio Work Releases, Backlog, Test Cases Execution Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, Risks Funnel all work through a common governance and control structure.
  24. 24. WorkEngine - Execution Overview Service Application Project/Portfolio Management Management Management
  25. 25. Demand Management All Work Requests are captured from common Self Service Portal Enhance business user experience with full visibility of entire request process Route Requests to appropriate team based on type of work Requests Projects Applications Empower Your Business Customer to Submit Request Through Web Forms
  26. 26. IT Governance Business Value Applications Services Incidents Service Portfolio Projects Incidents, Changes, ProblemsProjects Reporting Changes Metrics Dashboards Status Reports Work Type Application Portfolio Releases, Backlog, Test Cases Execution IT Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, RisksFunnel all IT work through a common governance and control structure.
  27. 27. Service WorkEngine Overview
  28. 28. Key Service Management Features
  29. 29. Service Requests Maintain all service requests from a single location Meet unique needs based type of service request Increase efficiency through instant visibility and assignment All service requests at your finger tips
  30. 30. Service Level-Agreements SLA terms logged in a single system Service personnel all aware of contractual obligations Customers receive consistent levels of service Manage service agreements as negotiated
  31. 31. Account & Contract Management Consistent customer service for internal and external customers Account Services Metrics Contract details visible, accessible and enforceable All customer work is manageable, traceable, and Contract Metric consistent Account & Contract Information at your Finger Tips
  32. 32. ITPC Governance Business Value Applications Services Incidents Service Portfolio Projects Incidents, Changes, ProblemsProjects Reporting Changes Metrics Dashboards Status Reports Work Type Application Portfolio Releases, Backlog, Test Cases Execution IT Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, RisksFunnel all IT work through a common governance and control structure.
  33. 33. Application WorkEngine Overview OthersApplication 1 Application 3 Application 5 Workspace Application 2 Workspace Application 4 Workspace Workspace Workspace
  34. 34. Key Application Management Features Application Portfolio Management Agile Schedule Management Resource Management Cost Management Task & Work Management Time Management Test Case Management Defect Management Change Management Document Management Reporting & Business Intelligence TFS Integration
  35. 35. Application Portfolio Management Maintain inventory of all company applications and assets Roadmap lifecycle and maintenance of all application investments Achieve efficiencies and eliminate redundancies Manage application assets throughout their useful lifecycle
  36. 36. Application Workspaces Applications managed as valued assets All application metrics tracked and maintained Application related projects and maintenance all managed centrally All application information and metrics at your finger tips
  37. 37. Agile Management Iterative development and maintenance of application assets Common tools for agile, projects and services Integration with TFS Integration SDLC tools like TFS Iterative application and product development
  38. 38. IT Governance Business Value Applications Services Incidents Service Portfolio Projects Incidents, Changes, ProblemsProjects Reporting Changes Metrics Dashboards Status Reports Work Type Application Portfolio Releases, Backlog, Test Cases Execution IT Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, RisksFunnel all IT work through a common governance and control structure.
  39. 39. Workspaces for a Variety of Projects Project Services Software DevWorkspace Product Workspace Construction Workspace Workspace Workspace
  40. 40. Project Management Features
  41. 41. Project Workspaces Tools that leverage standard SharePoint workspaces for projects All aspects of project management tracked within the workspace Project workspace details automatically rolled-up to portfolio All project management data views and metrics from a single source
  42. 42. Project Schedule Management Detailed project schedules and assignments in a single system Bi-directional integration with MS Project Online Work Planner for non-MS Project Online Project Planner Microsoft Project 2003, 07, 10 Microsoft Project Server 2007, 10 users Detailed schedule management in SharePoint with EPM Live
  43. 43. Resource Management Gain Greater Control of Project Resources Resource Planning Across All Work Resource Capacity Planning Resource Workload and Availability & Gain Visibility into All Resource Demands
  44. 44. Portfolio Management Advanced portfolio management tools What-if modeling and scenario comparisons Prioritization Strategic Alignment Advanced Portfolio Management Tools
  45. 45. Cost Management
  46. 46. Resource Capacity Planning  Forecast resource demand for all portfolio items  FTE or hours based planning  Resource Capacity Planning for all Portfolio items  Demand vs. Capacity Gain Visibility into All Resource Demands
  47. 47. What-If Modeling
  48. 48. WorkEngine - All Work Together Business Value Applications Services Incidents Service Portfolio Projects Incidents, Changes, ProblemsProjects Reporting Changes Metrics Dashboards Status Reports Select Application Portfolio Work Releases, Backlog, Test Cases Execution Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, Risks Funnel all work through a common governance and control structure.
  49. 49. Multiple Workspaces Project Services ApplicationWorkspace Product Workspace Construction Workspace Workspace Workspace
  50. 50. Pre-built Solution TemplatesKeep your entire team informed, accountable and connected in acentralized, web-based environment that is easy-to-use and rapidto deploy PMI (PMBOK) Agile (SCRUM) MSF Prince2 CMMI Professional Services Project Management Office Program Management Construction EPM Live provides prebuilt project workspace templates to help get project teams up and running quickly
  51. 51. Resource Management Gain Greater Control of Project Resources View Resource Assignments for All Work Resource Planning for Projects, Applications and Service related activities Resource Workload and Availability & Gain Visibility into All Resource Demands
  52. 52. Work Management Initiate Plan Execute Control Close Risks Updating Task Status Actions User Stories on All Work Assigned Issues Documents To You Defects Contracts Tasks Problems Defects Sign Up for Task Bugs Approvals Deliverables Status Alert Emails Recurring Changes Requests Maintenance Create New Work Items From a Single View Manage and Track All Work Assigned To You
  53. 53. Time Management Report time-phased actual work on any SharePoint Work item Save, Submit, Select Period, Add, Remove Timesheet Items Capture special time categories such as billable, non-billable, regular, overtime, and more Integrate with LOB applications: Microsoft Project & Project Server, QuickBooks, Microsoft Understand what it really takes Dynamics GP, Oracle, to do work in your organization Lawson, etc.
  54. 54. Collaboration
  55. 55. Reporting Flexible charting webparts for visualizing all data SQL Server base reporting tables for flexible surfacing of data Central repository for dashboards as a natural output Many ways to report and surface data
  56. 56. Try us outwww.epmlive.com

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