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5 Ways SharePoint can Benefit Your PMO
            Presented by: Amy Talhouk
                  November 22, 2011
About KMA

• Founded 1995
   – 30 employees
   – 4 partners, including 2 co-founders
• Roots in academia
   •   MIT, Harvard, BU
• Principal lines of business:
   •   Professional Services
        –   SharePoint Consulting
        –   SharePoint Managed Services
        –   Custom Application Development
   •   Software Product
        –   Mekko Graphics advanced charting software
• We’ve completed 90+ Projects in the
  past year!


                                                                                                   #ProjectServer
                                                        (2)
                    Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
About Me
• KMA Manager focused on Project Management,
  Business Analysis and building our PMO
• Boston University School of Management
    • BA in Finance
    • Masters in Management Information
      Systems
• 15 year IT Professional focused in Financial
  Services Software Development and Consulting
• Supported and promoted SharePoint and Project
  Server in various capacities since 2004
                                                                                 #ProjectServer
                                      (3)
  Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
And most importantly,
     I am the mother of twins….




                                                           Adam and Abby
Adam and Abby                                                  Now
    Then


                                                                                     #ProjectServer
                                          (4)
                                                                              4
      Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
Agenda

• Why should we care?
• Six stage maturity model relative to 2010
• Leveraging SharePoint 2010's project
  dashboards and governance.
• Questions & Answers



                                                                                          #ProjectServer
                                               (5)
           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
Why should we care?
• Because we all need some help!
   – Management
      • Process can’t grow to accommodate more demand
      • No history of what issues we can learn from
      • No common understanding of project constraints (resource, time, cost)
   – PM’s
      •   Too many projects
      •   Different audiences needing different information
      •   Don’t know what people are working on, what we can deliver and when
      •   No two project plans look alike
      •   Every estimate is different
   – Team Members
      • Regenerating the same data over and over manually (email a spreadsheet around)
      • Don’t know what to work on next



                                                                                                #ProjectServer
                                                     (6)
                 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
Six Stage Maturity Model

                                                                                                       Portfolio
                                                                              Management               • Formalized project
                                                    Planning                  • Financial                approval
                                                                                management of          • Detailed Resource
                                                     • Standardized                                      planning, capacity,
                                                       maintenance of           project activity
                                Collaboration                                   across multiple          and optimized
                                                       project
                                 • Web-based           plans, tasks, resour     projects                 forecasting
                                   collaboration for   ces and schedules      • Centralized issue
             Tracking              project teams on                             and status reporting
                                   tasks and
              • Simple tracking
                                   documents
                systems to define
                list of active
None            projects, shared
                folder for
• No systems documents
  or
  process, no
  control over
  what
  projects are
  active
                                   http://bit.ly/6StageMaturityModel
                                                                                                       #ProjectServer
                                                            (7)
                      Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
SharePoint Coverage
                        Across the Maturity Model

Stage           Activities                                       Governance
None            • No systems or process, no control over what    • None
                  projects are active

Tracking        • Simple tracking systems                        • SharePoint List
                                                                 • SharePoint Document

Collaboration   • Web-based collaboration for project teams      • SharePoint Team Site
                  on tasks and documents

Planning        • Standardized maintenance of project plans,     • MS Project 2010
                  tasks, resources and schedules                 • SharePoint Team Site

Management      • Financial management of project activity       • MS Project 2010
                  across multiple projects                       • SharePoint Team site
                • Centralized issue and status reporting         • Custom Dashboard

Portfolio       • Formalized project approval                    • MS Project Server 2010
                • Detailed Resource planning, capacity, and      • SharePoint 2010
                  optimized forecasting




                                                                                                  #ProjectServer
                                                        (8)
                   Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
Project Maturity Level - Tracking

• Simple tracking systems
    • SharePoint List
    • SharePoint Document Library




                                                                                           #ProjectServer
                                                (9)
            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
Project Maturity Level - Collaboration

• Web-based collaboration for project teams
  – SharePoint Teamsite




                                                                                           #ProjectServer
                                                (10)
            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
Project Maturity Level - Planning

• Standardized maintenance of project
  plans, tasks, resources and schedules
   – MS Project 2010
   – SharePoint Team Site




                                                                                           #ProjectServer
                                                (11)
            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
Project Maturity Level - Management

• Financial management of project activity across
  multiple projects
• Centralized issue and status reporting
   – MS Project 2010
   – SharePoint Team site
   – Custom Dashboard



                                                                                           #ProjectServer
                                                (12)
            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
Questions and Answers




                                                                               #ProjectServer
                                    (13)
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
Resources - General

• From Microsoft:
     –   EPM: http://www.microsoft.com/project
     –   SharePoint 2010 site: http://sharepoint.microsoft.com
     –   SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
     –   Project Blog: http://blogs.msdn.com/project
• From KMA (www.kma-llc.net)
     – Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
     – White papers, blogs, presentations, news, and events
•   User Community
     – BASPUG – Boston Area SharePoint User Group – 2nd Wednesday of each
        month



                                                                                                  #ProjectServer
                                                       (14)
                   Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

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NESPUG - 5 ways SP can benefit the PMO

  • 1. 5 Ways SharePoint can Benefit Your PMO Presented by: Amy Talhouk November 22, 2011
  • 2. About KMA • Founded 1995 – 30 employees – 4 partners, including 2 co-founders • Roots in academia • MIT, Harvard, BU • Principal lines of business: • Professional Services – SharePoint Consulting – SharePoint Managed Services – Custom Application Development • Software Product – Mekko Graphics advanced charting software • We’ve completed 90+ Projects in the past year! #ProjectServer (2) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 3. About Me • KMA Manager focused on Project Management, Business Analysis and building our PMO • Boston University School of Management • BA in Finance • Masters in Management Information Systems • 15 year IT Professional focused in Financial Services Software Development and Consulting • Supported and promoted SharePoint and Project Server in various capacities since 2004 #ProjectServer (3) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 4. And most importantly, I am the mother of twins…. Adam and Abby Adam and Abby Now Then #ProjectServer (4) 4 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 5. Agenda • Why should we care? • Six stage maturity model relative to 2010 • Leveraging SharePoint 2010's project dashboards and governance. • Questions & Answers #ProjectServer (5) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 6. Why should we care? • Because we all need some help! – Management • Process can’t grow to accommodate more demand • No history of what issues we can learn from • No common understanding of project constraints (resource, time, cost) – PM’s • Too many projects • Different audiences needing different information • Don’t know what people are working on, what we can deliver and when • No two project plans look alike • Every estimate is different – Team Members • Regenerating the same data over and over manually (email a spreadsheet around) • Don’t know what to work on next #ProjectServer (6) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 7. Six Stage Maturity Model Portfolio Management • Formalized project Planning • Financial approval management of • Detailed Resource • Standardized planning, capacity, maintenance of project activity Collaboration across multiple and optimized project • Web-based plans, tasks, resour projects forecasting collaboration for ces and schedules • Centralized issue Tracking project teams on and status reporting tasks and • Simple tracking documents systems to define list of active None projects, shared folder for • No systems documents or process, no control over what projects are active http://bit.ly/6StageMaturityModel #ProjectServer (7) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 8. SharePoint Coverage Across the Maturity Model Stage Activities Governance None • No systems or process, no control over what • None projects are active Tracking • Simple tracking systems • SharePoint List • SharePoint Document Collaboration • Web-based collaboration for project teams • SharePoint Team Site on tasks and documents Planning • Standardized maintenance of project plans, • MS Project 2010 tasks, resources and schedules • SharePoint Team Site Management • Financial management of project activity • MS Project 2010 across multiple projects • SharePoint Team site • Centralized issue and status reporting • Custom Dashboard Portfolio • Formalized project approval • MS Project Server 2010 • Detailed Resource planning, capacity, and • SharePoint 2010 optimized forecasting #ProjectServer (8) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 9. Project Maturity Level - Tracking • Simple tracking systems • SharePoint List • SharePoint Document Library #ProjectServer (9) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 10. Project Maturity Level - Collaboration • Web-based collaboration for project teams – SharePoint Teamsite #ProjectServer (10) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 11. Project Maturity Level - Planning • Standardized maintenance of project plans, tasks, resources and schedules – MS Project 2010 – SharePoint Team Site #ProjectServer (11) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 12. Project Maturity Level - Management • Financial management of project activity across multiple projects • Centralized issue and status reporting – MS Project 2010 – SharePoint Team site – Custom Dashboard #ProjectServer (12) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 13. Questions and Answers #ProjectServer (13) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
  • 14. Resources - General • From Microsoft: – EPM: http://www.microsoft.com/project – SharePoint 2010 site: http://sharepoint.microsoft.com – SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx – Project Blog: http://blogs.msdn.com/project • From KMA (www.kma-llc.net) – Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.) – White papers, blogs, presentations, news, and events • User Community – BASPUG – Boston Area SharePoint User Group – 2nd Wednesday of each month #ProjectServer (14) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

Editor's Notes

  1. Support for standard methodsProcessAlignmentPortfolio mgtProject mgtMaint strategiesService mgtFinancialAlignment of budget to strategyCoSCoDCoDeliveryMetricsStrategicTacticalFinancialSLASupport for standard methodsCollaborationControlsCommunity
  2. NoneNo systems or process, no control over what projects are activeTrackingSimple tracking systems to define list of active projects, shared folder for documentsCollaborationWeb-based collaboration for project teams on tasks and documentsPlanningStandardized maintenance of project plans, tasks, resources and schedulesManagementFinancial management of project activity across multiple projectsCentralized issue and status reportingPortfolioFormalized project approvalDetailed Resource planning, capacity, and optimized forecasting