Pmi mass bay v3


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Presented to PMI Mass Bay chapter 5-1-10

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Pmi mass bay v3

  1. 1. PMI Mass BayProfessional Development Day<br />Prioritization, Selection, and Collaboration: <br />The Powerful Integration of Request Management and Project Management Tools<br />Mark Hall, PMP and Mike Gilronan, PMP<br />
  2. 2. About the Speakers<br />Mark Hall<br />President<br />William George Associates<br />20 years’ experience in software and professional services industries.<br />Knowledge management and information worker solutions.<br />Expertise: Microsoft-based technologies that make information workers more collaborative, insightful, and productive.<br />30 years’ experience in aviation, semiconductor, and professional services industries.<br />Portfolio and project management consulting.<br />Expertise: Relationship between human factors and technology implementation and adoption.<br />Mike Gilronan<br />Partner<br />Knowledge Management Associates<br />
  3. 3. Setting the Stage – Today’s Focus<br />How do we make project-driven organizations more efficient at planning and delivering projects?<br />Frameworks:<br />PMBOK sections<br />Maturity Model<br />Some tools:<br />Microsoft Office Project Server<br />Microsoft Office SharePoint Server<br />Microsoft PPM<br />ReQue-M™ Request Management Solution<br />
  4. 4. Setting the Stage: Today’s Scenario<br />CFO is key stakeholder/requestor<br />Latest audit results: “You need to improve your revenue recognition processes.”<br />Needs to commission IT project to implement Rev Rec system/module.<br />CIO needs to field request, prioritize relative to other ongoing and upcoming IT initiatives.<br />Collaboration and visibility are key across org units.<br />
  5. 5. Project Initiation: Develop Project Charter<br />
  6. 6. Project Initiation: Develop Project Charter<br />
  7. 7. Demonstration:<br />Collaborative team workspace<br />Content types and templates<br />Forms and workflow<br />Project Initiation: Develop Project Charter<br />
  8. 8. Project Initiation: Develop Project Charter<br />
  9. 9. Project Prioritization and Selection<br />
  10. 10. Project Prioritization and Selection<br />
  11. 11. Demonstration:<br />Project Portfolio Management<br />Capacity modeling<br />Alignment to organizational goals and objectives<br />Project Prioritization and Selection<br />
  12. 12. ReQue-M™ HomePage<br />Site is Integrated with Project Server using a Tab Structure<br />12<br />
  13. 13. ReQue-M™ Request List<br />Requests List<br />13<br />
  14. 14. ReQue-M™ Request List<br />Requests are grouped by status<br />14<br />
  15. 15. ReQue-M™ New Request Page<br />Here You Can Enter Important Information about the Request<br />Information Can Be Customized<br />15<br />
  16. 16. ReQue-M™ Email Workflow<br />New Requests are automatically routed to the user’s manager for approval<br />16<br />
  17. 17. Are Resources Available? Check Project Server<br />
  18. 18. ReQue-M™ Creating the Project<br />Once a request is approved an associated MS Project Server Enterprise Project Can be Created…<br />18<br />
  19. 19. ReQue-M™ Creating the Project (Cont)<br />Here is the Create Project Page…<br />19<br />
  20. 20. ReQue-M™ Creating the Project (Cont)<br />And Resulting Link to the Project Workspace<br />20<br />
  21. 21. Manage Projects with Project Server<br />
  22. 22. Additional Resources<br />Project Management and Collaboration Tools Webinar (by KMA/WGA in March):<br />Monthly webinars:<br />KMA:<br />WGA: [Mark to provide]<br />Blog (Paul Culmsee) & Book (Dux Raymond) on SharePoint and Project Management:<br />
  23. 23. Thank you!<br />
  24. 24. Flickr Photo Credits<br />Flickr photo “1906 - Proclamation by the Mayor of San Francisco” by Mat Honan at<br />Flickr photo “checklist2” by alancleaver2000 at<br />