The document discusses building a Project Management Information System (PMIS) tailored to specific organizational needs, emphasizing collaboration, communication, and stakeholder engagement. It outlines the current challenges in project management, such as chaos and internal alignment, and proposes utilizing tools like SharePoint and Microsoft Office for improved project management efficiency. The material includes various demonstrations on managing projects and enhancing transparency through technological solutions, targeting different maturity levels in organizations.

1. Building a PMIS “On Your Terms”
Welcome!

2. Today you’ll learn how to:
1. Identify critical information and organize as a project
2. Utilize technology for improved collaboration and
communications
3. Enable your stakeholders with actionable information
4. Be an influencer to productive change and measurable results

3. Presenting Today
 Tim Cermak, PMP, MBA, Managing Partner PPM
 For more information, connect with me
 E-Mail: tim.cermak@innovative-e.com
 Twitter: @timcermak
 Microsoft Virtual Technical Solution Professional (VTSP)
 Gantthead/Projectmanagement.com SME
 Formerly Microsoft PPM PAC Member
 Formerly PMI College of Scheduling Board

7. The Reality of Corporate Decisions
Are CIO’s Losing Control?
July 7, 2011
@timcermak #pmoyt

8. The Reality of PM Today … chaos

9. Why is there PM Chaos?
The Business Ameba
Executive Visibility/Business Intelligence?
External
3rdParty SaaS, Internal High
SharePoint Maturity
Extranet, PPM Solutions?
Suppliers, Product
Partners... Corp Engineering
Comm
HR
IT
Internal Low Maturity PMO(s)
Departments & Work Legal
Groups:
(SharePoint sites,
email, etc.) and/or
3rd Party Apps
Workgroup Effectiveness? Enterprise Efficiencies?

10. Where are the Answers?
Core Challenge: Alignment
Level 1: Initial Level 2: Repeatable Level 3: Defined
 No PM  Basic [PM]
PEOPLE  [PM] Certification Competencies, Specializations
background knowledge
 Automated
Business Process
 Processes [PM] workflows , Modeling/Automation
PROCESS  Ad-hoc
Standardized portfolio (Demand Mgmt, Agile, Six Sigma)
reporting
 Templates,
Implementation
Scheduling and Support
 Paper, Word,
TOOLS Collaboration  Enterprise Tools Enhancements
Excel, Email Upgrades
Tool

11. The Revolution Is Here
#pmoyt @timcermak

12. PM on Your Terms
Get people working Build on enthusiasm over
Manage work proactively
efficiently together instead time with iterative
instead of reactively
of in silos increasingly beneficial
capabilities

13. Demo 1 Collaborate
Use tools familiar, build utility and benefit for immediate ‘Wins’
Audience:
• All departments
o Executives
o Managers
o People who manage work (line mgrs., PMs)
o People who do the work (Engineers, Department Staff, etc.)
Toolbox:
• SharePoint 2010 OOTB
• Office 2010 (Word, Excel)
What you’ll see:
• Team site for central artifact management
• Co-authoring with MS Word
• Excel sync to SharePoint list

14. Demo 2 Manage w/SharePoint
Enhance project transparency to key stakeholders
Audience:
• Lower Maturity organization (Internal Facilities Department)
o Line Managers
o Engineers
Toolbox:
• SharePoint 2010 OOTB (Out Of The Box)
• Microsoft Project Professional
What you’ll see:
• Portfolio view of project status
• Portfolio view of project artifacts

15. Demo 3 Manage w/EPM tools
Business Intelligence for proactive management
Audience:
• Higher Maturity PM organization (IT Department)
o Project Managers
o Team Members
Toolbox:
• Project Server 2010 on SharePoint
• Performance Point with Embedded SSRS (SQL Server Reporting
Services)
• OLAP Cubes & Straight Reporting against Project Server Db.
What you’ll see:
• BI Feature Mashup from SharePoint and Project Server - “One
stop glance at the health of the project”

16. PMOYT Solutions Stack
Internal/ Project and Application Line of
Executive
External Portfolio Lifecycle Compliance Business
Visibility
Collaboration Management Management Integration

17. http://howtobuildapmis.eventbrite.com/

19. Question & Answers…