SharePoint On Premise or In the Cloud?<br />Microsoft SharePoint and Project ServerCollaboration in Project-Driven Organiz...
Housekeeping Items<br />Experiencing Issues?  <br />Change color of your seat to RED<br />Questions for Speakers? <br />Su...
About the Presenters<br />
Agenda:<br />SharePoint:  When and where SharePoint can help you manage projects more efficiently <br />Project Server:  W...
Enterprise Project Management – A Maturity Model<br />Portfolio Optimization<br />Work Management<br />Resource Management...
Nailing Down PM Basics with SharePoint<br />Flickr Photo: “If I Had a Hammer” <br />courtesy jurek d., used with permissio...
100 Level – Lists<br />
100 Level – Document Libraries<br />
200 Level – Project Tasks<br />
200 Level – Tools/Templates<br />
200-300 Level – Business Process Automation<br />Forms-based workflow for project initiation<br />See http://www.codeplex....
300 Level – Line-of-Business Integration<br />
Taking PM to the Next Level<br />Flickr Photo: “Yellow Stairs” <br />Courtesy sudhamsu, used with permission<br /> under c...
The Next Level:“You’ll Know You’re Ready When…”<br />Executives- Dashboard Views<br />Microsoft Project 2007- PM’s<br />Re...
Dashboards for Executives<br />
Microsoft Project 2007 for PM’s<br />Easier to use<br />Task change highlighting<br />Multi-level undo<br />Start project ...
View Of Project 2007 Interface<br />
Resource Management<br />
Team Members use the Web (PWA)<br />
Enhanced Reports/View using SSRS and MOSS<br />
Enhanced Reports/View using SSRS and MOSS<br />
Enhanced Reports/View using SSRS and MOSS<br />
Better Together:  Best Practices for Using SharePoint Server and Project Server<br />Site templates:<br />To provide consi...
Other SharePoint EPM options<br />Brightwork (www.brightwork.com):  <br />PMPoint<br />first to market<br />most focused o...
What’s Coming in 2010(for Collaboration in Project-driven orgs)<br />Key SharePoint Server Changes<br />Social<br />Search...
SharePoint 2010 -- More social<br />
SharePoint 2010 – More Search Capabilities<br />
SharePoint 2010 – InfoPath Forms Editing<br />
SharePoint 2010 – Other Key Improvements<br />Managed metadata:  http://www.sharepointsaturday.org/boston/Lists/MeetingRes...
Project Server 2010- Portfolio and Project Management together at last!<br />Manage<br />Plan<br />Create<br />Select<br /...
Project Server 2010- Integrated Demand Management<br />Control via Workflow<br />Build Business Case<br />Capture all Requ...
Project Server 2010-User Controlled scheduling<br />Top Down Planning<br />User Controlled Scheduling<br />Choose manually...
In Closing…<br /><ul><li>Resources and Next Steps
Questions & Answers
Webinar Feedback
Upcoming SlideShare
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KMA Insights Webinar: Collaboration In Project Driven Orgs Final

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KMA and William George Associates look into how SharePoint and Project Server can ignite collaboration in project-driven organizations.

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  • Announcements, Links, CalendarsPM-specific: Tasks, Issues, Risks, Calendar + any sort of custom. Create metadata/custom columns in your lists for easy viewing. Use alerts to be advised of changes/updates.E-mail enabled (can serve as repository for them, too)
  • Versioning, check in/out, metadata
  • Pro/con of this vs richer EPM solution
  • Repositories of master documents, tools and templates help reinforce organizational standards and give team members easy access to most current master documents.
  • Integration with structured data stores (ERP, CRM, PSA, other project tracking DB) to marry structured and unstructured data[MG transition: SP about doing *each* project better, PS about doing *all* projects better. For more, MH from WGA…]
  • Mike described how SharePoint can help organizations who are just starting to use PM better practices. Now Project Server helps take clients to the next level.
  • What are the drivers for using Project Server now versus staying with SharePoint as a PM platform? Maturing PM processes usually drives clients to ask forMore detailed project plans using MS Project 2007Resource Management capabilitiesAutomated Task updates from resourcesBetter Reporting
  • BrightWork:PMPoint, first to market, most focused on PMBamboo Solutions: pm central, broad market acceptance of SP webparts, most focused on SPCorasWorks:
  • Tags, ratings, activities (wall), micro-blogging/status
  • Facets included by default, incl tags. More advanced enterprise search capabilities included in FAST search, now incorporated w/eCAL.
  • All SP forms now use InfoPath as default forms editor, so that analyst-level resources can create and modify rich, adaptive forms in any SP screen.
  • MM: Ability to centrally define tags in term store (along with synonyms, etc.). Ability to build relationships and hierarchies amongtags.BCS: easier integration, two-way.
  • SP/Office drops 5/12Launch event 4/29. KMA Booth and speaker (CM = IT Pro)
  • KMA Insights Webinar: Collaboration In Project Driven Orgs Final

    1. 1. SharePoint On Premise or In the Cloud?<br />Microsoft SharePoint and Project ServerCollaboration in Project-Driven Organizations<br />KMA Insights Webinar SeriesMarch 24, 2010<br />
    2. 2. Housekeeping Items<br />Experiencing Issues? <br />Change color of your seat to RED<br />Questions for Speakers? <br />Submit questions during webinar<br />Twitter Discussion<br />#kmaspproj<br />Feedback<br /> Webinar Feedback<br /> Next Steps/Moving Forward<br />
    3. 3. About the Presenters<br />
    4. 4. Agenda:<br />SharePoint: When and where SharePoint can help you manage projects more efficiently <br />Project Server:  When and where EPM with Project Server can help you take project management to the next level <br />Best Practices for using SharePoint and Project Server together <br />Other EPM options for SharePoint <br />What's Coming in SharePoint 2010 and Project Server 2010<br />
    5. 5. Enterprise Project Management – A Maturity Model<br />Portfolio Optimization<br />Work Management<br />Resource Management<br />Team Collaboration<br />
    6. 6. Nailing Down PM Basics with SharePoint<br />Flickr Photo: “If I Had a Hammer” <br />courtesy jurek d., used with permission<br /> under creative commons license<br />
    7. 7. 100 Level – Lists<br />
    8. 8. 100 Level – Document Libraries<br />
    9. 9. 200 Level – Project Tasks<br />
    10. 10. 200 Level – Tools/Templates<br />
    11. 11. 200-300 Level – Business Process Automation<br />Forms-based workflow for project initiation<br />See http://www.codeplex.com/EPMINFOPATH for more details<br />
    12. 12. 300 Level – Line-of-Business Integration<br />
    13. 13. Taking PM to the Next Level<br />Flickr Photo: “Yellow Stairs” <br />Courtesy sudhamsu, used with permission<br /> under creative commons license<br />
    14. 14. The Next Level:“You’ll Know You’re Ready When…”<br />Executives- Dashboard Views<br />Microsoft Project 2007- PM’s<br />Resource Managers<br />Resource Management capabilities<br />Team member updates via the web (PWA)<br />Enhanced views and reports<br />
    15. 15. Dashboards for Executives<br />
    16. 16. Microsoft Project 2007 for PM’s<br />Easier to use<br />Task change highlighting<br />Multi-level undo<br />Start project from an enterprise template<br />
    17. 17. View Of Project 2007 Interface<br />
    18. 18. Resource Management<br />
    19. 19. Team Members use the Web (PWA)<br />
    20. 20. Enhanced Reports/View using SSRS and MOSS<br />
    21. 21. Enhanced Reports/View using SSRS and MOSS<br />
    22. 22. Enhanced Reports/View using SSRS and MOSS<br />
    23. 23. Better Together: Best Practices for Using SharePoint Server and Project Server<br />Site templates:<br />To provide consistent look/feel across projects<br />To reinforce organizational PM standards<br />Links between:<br />Project Server tasks <-> SharePoint issues & risks lists<br />SharePoint documents <-> Project Server tasks, risks, issues<br />The power of enterprise search<br />Don’t forget the PMO site!<br />
    24. 24. Other SharePoint EPM options<br />Brightwork (www.brightwork.com): <br />PMPoint<br />first to market<br />most focused on PM<br />Bamboo Solutions (www.bamboosolutions.com): <br />pm central<br />broad provider of SP web parts<br />Corasworks (www.corasworks.net): <br />Project Portfolio Management<br />broad provider of SP tools<br />
    25. 25. What’s Coming in 2010(for Collaboration in Project-driven orgs)<br />Key SharePoint Server Changes<br />Social<br />Search<br />Metadata improvements<br />LOB integration improvements<br />Key Project Server Changes<br />PPM/PS Integration<br />Integrated Demand Management<br />User Controlled Scheduling<br />
    26. 26. SharePoint 2010 -- More social<br />
    27. 27. SharePoint 2010 – More Search Capabilities<br />
    28. 28. SharePoint 2010 – InfoPath Forms Editing<br />
    29. 29. SharePoint 2010 – Other Key Improvements<br />Managed metadata: http://www.sharepointsaturday.org/boston/Lists/MeetingResources/ChrisMcNulty_MMS2010.pptx<br />Line-of-business integration via Business Connectivity Services (BCS)<br />
    30. 30. Project Server 2010- Portfolio and Project Management together at last!<br />Manage<br />Plan<br />Create<br />Select<br />Top Down<br />Portfolio Management<br />Bottom Up Project Management<br />Resource <br />Management<br />Business Case Definition<br />Demand <br />Management<br />Project <br />Reporting<br />Portfolio Prioritization<br />Project Scheduling<br />Portfolio <br />Optimization<br />Portfolio <br />Reporting<br />Team Collaboration<br />Time<br /> Reporting<br />Capacity <br /> Planning<br />Issues and Risk <br />Management<br />
    31. 31. Project Server 2010- Integrated Demand Management<br />Control via Workflow<br />Build Business Case<br />Capture all Requests<br />Work Request Workflow<br />IT Project Workflow<br />Business Project Workflow<br />Strategic Impact Assessment<br />
    32. 32. Project Server 2010-User Controlled scheduling<br />Top Down Planning<br />User Controlled Scheduling<br />Choose manually scheduled or automatically scheduled tasks<br />Only enter task data when you have it<br />Add notes to duration and date fields<br />Be alerted to scheduling concerns with squiggly lines – then take action in Task Inspectors<br />Manually Scheduled Tasks<br />Task with End Date Only <br />Scheduling Concerns<br />Reminder Notes<br />
    33. 33. In Closing…<br /><ul><li>Resources and Next Steps
    34. 34. Questions & Answers
    35. 35. Webinar Feedback
    36. 36. Upcoming Events & Future Topics </li></li></ul><li>Resources and Next Steps<br />Project Management Maturity Assessment<br />Business Productivity Maturity Assessment<br />SharePoint Deployment (and Upgrade) Planning<br />Events:<br />
    37. 37. Thank You!<br />Contact Mike Gilronan<br />Mgilronan[at]kma-llc[dot]net<br />781.693.6823<br />Twitter: [at]mikegil<br />Contact Mark Hall<br />Mhall[at]williamgeorge[dot]net<br />978.352.2163<br />http://www.williamgeorge.net<br />

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