PMO365 - The many faces of Project Management in Office 365
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Have you ever wondered if you can effectively manage projects without a dedicated PMIS or other tools that will break the bank? Project Management Systems come in many sizes and forms. Most systems have a sophisticated multi-project/program planning component and also let you track, resources, risk and issues, and more. All these bells and whistles often carry a hefty price tag. For enterprises that manage large projects this makes sense. But if you’re a small or medium size business who doesn’t have the need for such complexity in your project tracking, Office 365 is a great. In this presentation I introduce you to Office 365 and the apps that can help you in your day-to-day life as a project lead and discuss when to use what for a variety of use cases.
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PMO365 - The many faces of Project Management in Office 365
- 1. PMO 365 – The Many Faces of Project Management in Office 365
- 2. HANIEL CROITORU I’m passionate about technology, and I work at . LEAD CONSULTANT | PMP, PMI-ACP | SPEAKER
- 3. The goal is to give an overview on how Office 365 can help you with your tasks Paving the Way When to use What Identifying the Need
- 4. What frustrates you most with the work you do? Paving the Way When to use What Identifying the Need
- 5. 80% of PM’s time is typically spent communicating Communication • Medium • Frequency • Audience • Triggers Paving the Way When to use What Identifying the Need Communication Project Plan Status Reports Risk & Issue Log Meeting Minutes Action Items Decision Log Change Request Log
- 6. Office 365 continues to evolve Office 365 family of Apps • Outlook • Office Suite • Yammer • OneDrive for Business • SharePoint • Delve & Graph • Skype for Business • OneNote • Groups • Planner • Project Online • Video Portal • Sway • Power BI Paving the Way When to use What Identifying the Need
- 7. Task Management Track your team’s Tasks • Core activity to ensure successful execution • Well organized • Provide insights into each project Paving the Way When to use What Identifying the Need
- 8. Task Management When to use… • Office 365 Planner • SharePoint Online • Project and Project Online Paving the Way When to use What Identifying the Need
- 9. Task Management When not to use… • Excel • Outlook • Microsoft Project • SharePoint Online Paving the Way When to use What Identifying the Need
- 10. Working across apps Track your team’s Tasks Paving the Way When to use What Identifying the Need Online
- 11. Task Management Track your team’s Tasks Paving the Way When to use What Identifying the Need Online
- 12. Project Logs Management Track your Project’s Logs • Monitoring risks, issues, and other logs is similar to tracking tasks • May have some relationships to tasks • Information changes frequently per item Paving the Way When to use What Identifying the Need
- 13. Project Logs Management When to use… • Project Online • SharePoint Online Paving the Way When to use What Identifying the Need
- 14. Project Logs Management When not to use… • Excel • OneNote • Office 365 Planner • Microsoft Project • SharePoint Online Paving the Way When to use What Identifying the Need
- 15. Project Logs Management Track your Project’s Logs Paving the Way When to use What Identifying the Need Online
- 16. Project Artefacts Store and Share Documents • Create intellectual property • Reliance on historical information • Discoverability Paving the Way When to use What Identifying the Need
- 17. Project Artefacts When to use… • OneDrive for Business • Office 365 Groups • SharePoint Sites • Video Portal • Yammer Paving the Way When to use What Identifying the Need
- 18. Project Artefacts When not to use… • Yammer • Outlook Paving the Way When to use What Identifying the Need
- 19. Working across apps Store and Share Documents Paving the Way When to use What Identifying the Need
- 20. Project Artefacts Store and Share Documents Paving the Way When to use What Identifying the Need Online
- 21. Search Content Search for Content • Find information stored in documents or general communication • Return relevant, accurate information • Efficient Paving the Way When to use What Identifying the Need
- 22. Search Content When to use… • SharePoint Online • Yammer • Video Portal • Office 365 Groups • Delve Paving the Way When to use What Identifying the Need
- 23. Search Content When not to use… • Outlook • Skype Paving the Way When to use What Identifying the Need
- 24. Search Content Search for Content Paving the Way When to use What Identifying the Need Online
- 25. Ask a Question Ask a Question • Find out information about the project • Something that is not discoverable via search Paving the Way When to use What Identifying the Need
- 26. Ask a Question When to use… • Yammer • SharePoint Online • Office 365 Groups Paving the Way When to use What Identifying the Need
- 27. Ask a Question When not to use… • Outlook • Skype Paving the Way When to use What Identifying the Need
- 28. Ask a Question Ask a Question Paving the Way When to use What Identifying the Need Online
- 29. Sharing minutes with others Capture Meeting Minutes • Keep a record of what was discussed • Inform others of outcome, next steps, and action items Paving the Way When to use What Identifying the Need
- 30. Sharing minutes with others When to use… • Word/PowerPoint • OneNote • Office 365 Groups • Skype for Business Paving the Way When to use What Identifying the Need
- 31. Sharing minutes with others When not to use… • Outlook Paving the Way When to use What Identifying the Need
- 32. Sharing minutes with others Capture Meeting Minutes Paving the Way When to use What Identifying the Need Online
- 33. Keep everyone informed Report on Progress • Update stakeholders • Keep history on progress Paving the Way When to use What Identifying the Need
- 34. Keep everyone informed When to use… • Word/PowerPoint • OneNote • Power BI Paving the Way When to use What Identifying the Need
- 35. Keep everyone informed When not to use… • Outlook Paving the Way When to use What Identifying the Need
- 36. Keep everyone informed Report on Progress Paving the Way When to use What Identifying the Need Online
- 37. How to get there Need to assess… • Needs - Organizational and personal? • Adoption - Audience and technical comfort? • Governance - what do you have flexibility over? • Process - How much does it lend itself to change? Search User Experience Task Management Paving the Way When to use What Identifying the Need
- 38. Summary Online Track your Team’s Tasks Track your Projects Logs Store and Share Documents Search for Content Ask a Question Capture Meeting Minutes Report on Progress
- 39. LEAD CONSULTANT | PMP, PMI-ACP | SPEAKER Thank You! Organizers, SponsorsandYouformaking thispossible. Message Me On LinkedIn or Email haniel@2tolead.com Download the full whitepaper at http://www.whentousewhat.com
Editor's Notes
- Outlook – popular communication application use to manage mail, calendar, contacts, and tasks Office Suite – productivity apps such as Word, Excel, PowerPoint, Visio, Access, OneNote, and Project Yammer – Facebook-like social collaboration platform OneDrive for Business – enterprise cloud storage SharePoint – enterprise content management and productivity system (6th generation) Delve & Graph – uses machine learning to provide users with information that matters to them based on connections OneNote – application for free-form information gathering and multi-user collaboration Groups – online sites used for sharing email conversations, calendars, file shares, and OneNote amongst a group of users Planner – online task management tool using a Kanban-like approach Project Online – enterprise program/portfolio management system to manage resources, collaboration, and decision making Video Portal – You-tube like enterprise portal for managing videos Sway – collaborative presentation application Power BI – dashboard and reporting visualization tool using data from a large number sources
- Up-to-date status Version control Governance – required metadata
- Audience Governance Workflows Sharing Syncing Co-authoring
- Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
- Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
- Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
- Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
- Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
- Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
- Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
- Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments