The document summarizes a presentation about using SharePoint for project management. It discusses the benefits of using SharePoint such as structured storage of project information, version control, and integration with Outlook. It also provides examples of how SharePoint could help address specific pain points for different roles like an IT department and project managers.

1. Presented By: Peter Ward December 12th, 2007 Planning User Acceptance Workflow Enterprise Information Processes Web 2.0 Office 2007

2. Thank you for attending this web X The conference call dial in will be put on mute for the presentation Q&A – We will have time at the end of the presentation for questions A copy of the presentation is on my blog: www.wardpeter.com

3. Why use SharePoint for Project Management The SharePoint technical requirements for running a project. Project management best practices with SharePoint Out of the box SharePoint project features- Gantt charts, workflow, issue tracking, email routing Demo· Differences between SharePoint and Project Server 2007 Why implement Project Server or SharePoint? Session Review Questions

4. Your current environment is probably: -Network drive -Email -Meetings Today Pace of change, quicker Time frames shorter Less project resources – Bandwidth Traditional Approach With SharePoint Project information can be structured in it’s delivery and storage. This means there’s better communication among the team members, with less effort Demo

6. Technology prospective Repeatable process – Templates. Version control on document libraries. Issue tracking A team site –for all project activity and documentation. Contact details Wikis Project documents - secured Issues/Risks Integration with Outlook Business Prospective Establish SharePoint technology at the beginning of the project Basic end user training Enforce SharePoint as the document repository, not email and network drives

7. Document libraries- Workflow Drag and drop features Recycle bins Version history Issue tracking Wikis Gantt charts Integration Outlook Calendar RSS Feeds Off Line documents

8. IT Department Internal Customer Project:- Great Plain upgrade

9. Pain Points Spends a lot of time in meetings, reporting to senior management Too many emails, which are unrelated to him Not always 100% up to date on the project status or workload of team His desire Wants project related information structured and searchable. Less clicks to find information Solution :SharePoint integrating with Outlook and one place to look

10. Pain Points Spread on many projects Too many emails, asking for information His desire Wants users to have more visibility to the projects Less clicks to find information Solution :SharePoint to share information and work with internal customers

11. Pain Points Spends too much time following up on projects Desire : A single place to place to get information Know who’s working on what Solution : SharePoint as the presentation layer

12. Pain Points Spends too much time finding vendors details and following up with them His desire Access to the accounting systems to obtain vendors details Solution : SharePoint Business Data Catalog to integrate the accounting systems and the portal.

13. Project Management Activity Operational 1-6 months Tactical 6-18 months Strategic 2-5 years Project management, updating projects, completing tasks Invoicing, meetings, minutes resource management, Milestone completion, putting out fires Planning- phases projects, negotiation, approvals, milestones, risk management, base lining projects, portfolio management, resource management Dash board controls, cost analysis, ability for high level corporate visibility The Players Strategic Planning, Ops, PMO, CTO, CFO PM, PMO Office, Planners PM, Project Team

14. Easily Create Enterprise Project Plans Centrally Store Projects, Resources & Reporting

15. Easily Create Enterprise Project Plans Centrally Store Projects, Resources & Reporting Team Participation

16. Easily Create Enterprise Project Plans Project Documents, Issues/Risks & Tasks Centrally Store Projects, Resources & Reporting Team Participation

17. Easily Create Enterprise Project Plans More Productive Projects Centrally Store Projects, Resources & Reporting Team Participation Project Documents, Issues/Risks & Tasks

18. Easily Create Enterprise Project Plans Project Documents, Issues/Risks & Tasks More Productive Projects Get more from your IT Investments Centrally Store Projects, Resources & Reporting Team Participation Line of Business Systems -XML

19. SharePoint has a self service model Do you need SharePoint for project management? Ask yourself ‘ What is your almost certain predictable future with your organization’s projects?’ More projects? Less resources Greater demands from the business on performance Shorter time frames Why InterDyn? Why not internal resources? Deploy right 1 st time Do internal resources have the availability to focus on the deployment Can the business wait? This is a major win in any organization-to take your organization to the next level.

21. Peter Ward Business Collaboration Manager E: [email_address] P: 212-502-3937 W: www.InterDynAKA.com B: www.wardpeter.com

22. What is Convergence? Convergence is the premier Microsoft Dynamics event, bringing customers, team members and industry experts together in an environment created for you to discuss solutions, address business needs and establish a true community that can be leveraged throughout the year. When is Convergence? March 11 th – 14 th Where is Convergence? Orlando, Fl

23. Join the Microsoft Dynamics community User Experience Lounge Technical Support Desk Build your skills Breakout Sessions Hands-On Labs Chalk & Talks Expos Learn about the vision and strategy of Microsoft and the business-technology industry Keynote speeches-featuring Steve Ballmer and Kirill Tatarinov. General sessions-learn more about the full range of Microsoft Dynamics solutions, business intelligence software, and an array of Microsoft services.

24. What does it Cost? Before January 11 th - $1,195 per person Regular conference fee is $1,495 (There is a discount of $100 off each registration past the 2 nd attendee) Convergence Website www.microsoft.com/dynamics/convergence/orlando/ How do I Register? Email [email_address] or call (212) 502-3923