2. The
Reality
of
Projects
Today
On
a
sheet
of
paper,
iden0fy
three
challenges
you’ve
faced
in
managing
projects
Swap
this
sheet
of
paper
with
another
person
Edit
their
challenges
Add
your
challenges
Once
completed,
submit
paper
to
Dux
3. Presenta4on
Objec4ves
In
this
presenta0on,
you
will
be
able
to:
Leverage
SharePoint
as
a
Project
Management
Informa0on
System
(PMIS)
Centralize
project
ar0facts
Facilitate
efficient
team
collabora0on
Enhance
stakeholder
communica0on
Automate
project
processes
Generate
relevant
reports
Allow
mobile
PMIS
access
4. Dux
Raymond
Sy,
PMP
About
ME…
Managing
Partner,
Innova0ve-‐e
hOp://www.innova0ve-‐e.com
Author,
“SharePoint
for
Project
Management”
by
O’Reilly
Media
Contract
Author
&
Instructor,
Learning
Tree
Interna0onal
Connect
with
me
– E-‐Mail:
dux.sy@innova0ve-‐e.com
– LinkedIn:
meetdux.com/li
– Blog:
meetdux.com
– TwiOer:
twiOer.com/meetdux
5. Agenda
Challenges
of
Project
Management
Why
SharePoint
7
Ways
to
Leverage
SharePoint
for
PM
Success
Ques0ons
7. PM
Challenges
Lack
of
Standardized
Process
Poor
Communica0ons
Ineffec0ve
Project
Informa0on
Management
Centralized
Repository
Traceability
Access
Privileges
Repor0ng
Inefficient
Team
Collabora0on
8. Agenda
Challenges
of
Project
Management
Why
SharePoint
7
Ways
to
Leverage
SharePoint
for
PM
Success
Ques0ons
9. What’s
a
PMIS?
Standardized
set
of
automated
PM
tools
integrated
into
a
system
Used
by
the
PM
team
to
Support
the
genera0on
and
maintenance
of
project
ar0facts
Facilitate
communica0on
and
feedback
Monitor
project
ac0vi0es
Control
project
changes
Analyze
and
forecast
project
performance
10. What’s
Out
There?
Microso_
SharePoint
Microso_
Project
Server
Clarity
Primavera
Web-‐based
Google
Team
Site
Basecamp
Zoho
11. In
a
Perfect
World
PMIS
should
be
appropriate
to
PM
Maturity,
skill
set
and
exis0ng
tools
Accessible
Traceable
One-‐stop
shop
Team
collabora0on
Easily
work
with
colleagues
whenever,
wherever,
and
however
12. SharePoint
as
a
PMIS
PMs
are
empowered
to
create
a
SharePoint
site
that
serves
as
a
PMIS
IT
interven0on
is
minimal
Based
on
familiar
tools
and
technologies:
Web,
Windows,
Microso_
Office
Access
can
be
limited
Project
ar0facts
can
be
centralized
Communica0ons
can
be
streamlined
13. Agenda
Challenges
of
Project
Management
Why
SharePoint
7
Ways
to
Leverage
SharePoint
for
PM
Success
Ques0ons
14. #1
Easily
Create
a
PMIS
PMs
can
create
relevant
PMIS
Define
PMIS
components
Enable
stakeholder
access
If
deployed
appropriately,
IT
does
not
have
to
deal
with
Upda0ng
content
Defining
account
privileges
Maintaining
a
document
repository
15. #2
Efficiently
Store
Project
Ar4facts
SharePoint
provides
various
tools
to
centralize
and
manage
relevant
project
informa0on
Project
Schedule
Project
Documents
Change
Request
Risk/Issue
Log
Budget
16. DEMO
CREATE A
SHAREPOINT PMIS
In
this
demo,
I’ll
step
through
the
simple
process
of
building
a
SharePoint-‐based
PMIS.
This
demo
can
also
be
viewed
at:
hOp://go.meetdux.com/x8eu
17. #3
Facilitate
BeOer
Collabora4on
Project
informa0on
collabora0on
Maintain
project
ar0facts
in
libraries
Jointly
develop
documents
with
document
workspaces
Team
collabora0on
Requirements
clarifica0on
with
discussion
boards
Ini0ate
and
maintain
mee0ng
ar0facts
with
mee0ng
workspaces
Document
lessons
learned
with
Wikis
18. DEMO
FACILITATING TEAM
COLLABORATION
In
this
demo,
I’ll
show
why
discussion
boards
are
great
for
requirements
clarifica0on
and
mee0ng
workspaces
are
much
more
effec0ve
in
capturing
mee0ng
ar0facts
19. #4
Enhance
Communica4on
Right
informa0on
for
the
right
stakeholder
at
the
right
0me
Tasks
Schedule
Reports
Dashboard
Relevant
project
informa0on
access
Appropriate
privileges
can
be
defined
based
on
project
communica0on
needs
20. EXAMPLE
PROJECT
COMMUNICATIONS
Chief
Execu0ve
Officer
Regular
e-‐mail
updates
on
project
milestones
and
risks
Chief
Financial
Officer
Access
to
project
budget
informa0on
Reviews
and
updates
any
change
to
project
finances
Program
Manager
Reviews
project
tasks,
milestones,
and
risks
21. EXAMPLE
PERMISSIONS
MATRIX
Change
Stakeholder Contacts Issues Tasks Calendar
Control
CEO C R R C R
PMO
Finance
22. #5
Automate
Processes
Common
project
workflows
Change
Control
Expense
Reimbursement
SharePoint
workflows
can
be
u0lized
to
Automate
process
Enable
accountability
Provide
traceability
23. EXAMPLE
PROJECT CHANGE
REQUEST
How to Build a Change Request System in SharePoint Demo: http://go.meetdux.com/fqp8
24. #6
Generate
Relevant
Reports
SharePoint
can
be
used
to
generate
relevant
Interac0ve
summary
of
a
project
Project
tasks
informa0on
Automated
alerts
Dashboards
can
be
created
using
Web
Parts
Red,
Amber,
Green
(RAG)
Status
Key
Performance
Indicators
(KPI)
25. EXAMPLE
PROJECT
DASHBOARD
How to Build a Project Management Dashboard with SharePoint Demo: http://go.meetdux.com/kep5
26. #7
Enable
Mobile
Access
A
mobile
version
of
a
SharePoint
site
is
created
automa0cally
upon
crea0on
of
a
site
Accessed
via
the
subdirectory
/m/:
hOp://sharepointcafe/m/
Web
pages
are
op0mized
and
formaOed
for
a
mobile
browser
Sec0on
508
compliant
27. Agenda
Challenges
of
Project
Management
Why
SharePoint
7
Ways
to
Leverage
SharePoint
for
PM
Success
Ques0ons
28. Ques4ons?
E-Mail: dux.sy@innovative-e.com
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: twitter.com/meetdux
How did you like the presentation?
http://sp.meetdux.com/post_feedback.aspx
30. SharePoint
is
Nice
Nice
Baby
All
right
stop
collaborate
and
listen
Deadly!
Deploy
WSP
Dux
is
back
with
my
SharePoint
inven0on
Anything
less,
site
templates,
maybe?
Projects,
grabs
a
hold
of
me
0ghtly
Love
it
or
leave
it
workflows
can
be
traced
I
need
Team
Sites
with
Surveys
and
Wikis
BeOer
use
Views
so
Doc
Libs
be
straight
Will
it
ever
stop?
Yo,
I
don't
know
If
there
was
a
problem
SharePoint
solves
it
Changing
permissions
to
and
fro
Check
out
the
hook
BPC
revolves
it
To
the
extreme
I
synchronize
my
calendar
SharePoint
is
nice
nice
baby
Light
up
my
phone,
fire
up
SharePoint
mobile
SharePoint
is
nice
nice
baby
Dance!
Build
dashboards
with
web
parts
SharePoint
is
nice
nice
baby
Receiving
alerts
from
updated
tasks
SharePoint
is
nice
nice
baby
SharePoint
is
nice
31. Please
fill
out
your
evalua4on
and
turn
it
in
on
the
back
table!