SharePoint for Project Management

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This document discusses using SharePoint for project management. It begins by providing context on how the author got involved with SharePoint and project management. It then discusses some challenges to successful project completion, including poor communication, scheduling, and resource coordination. The document outlines how SharePoint can be used as a toolkit to manage project details like tasks, dependencies, issues, risks, and scope creep. It provides examples of how SharePoint lists, sites, and third-party applications can be leveraged at different stages of the project management continuum. Finally, it emphasizes that while SharePoint is a great toolkit, project success ultimately requires the right project management discipline.

SHAREPOINT FOR
PROJECT MANAGEMENT
1
March 2011 1

How did I get involved
with SharePoint and PM?

Global integration project

SharePoint for global collaboration

Global R&D project management

March 2011 2

How many people here:
1. Have run projects?

2. Are familiar with SharePoint?

3. All of their projects have been a success?

March 2011 3

Only 30% of projects
are a success

March 2011 4

Why are
projects not more
successful?

March 2011 5

Major Challenges To Success
Poor Communications 57%

Poor Scheduling 39%

No Quality Control 35%

Milestones Not Met 34%

Poor Resource Coordination 29%

Source: The Bull Survey (1998)
0% 20% 40% 60%

March 2011 6

Managing the Details
Communications

Tasks and Dependencies

Issues

Risks

Scope Creep
March 2011 8

SharePoint – A Great Tool Kit

March 2011 9

The Continuum MS Project
Server

3rd Party SharePoint
Applications

SharePoint
Team Site
MS Project

Excel

March 2011 10

SP Project PM EPMLive Project
Criteria Lists Site Central Server

- View resources across projects

- Manage project costs

- Track project issues

- Auto generate new project from
a template

- See impact of schedule changes

- Capture and compare actuals
against baseline
- Track project risks

- Track project changes

Standard Functionality Needs further investigation
Requires customization NA or heavy customization

March 2011 11

Project Tasks in SharePoint 2010
March 2011 12

Resource Workload by Roles

March 2011 21

Reporting Services
is used for report
development

March 2011 22

Recap – Project Management Ain’t Easy

SharePoint Is a Great Toolkit

That Can Lead To Project Success,

If You Have The Right Discipline!

March 2011 26

Hank Edwards •Hank has served as the CIO
for several Atlanta based
international firms

•Hank is a SharePoint strategy
consultant with Abel
Solutions, Inc.

• Abel Solutions, Inc. is the
premier SharePoint
consultancy group in the
Atlanta area.

hedwards@abelsolutions.com
Phone: 678‐467‐9259
Twitter: @hankedwards

2
© Hank Edwards March 2011 27
7

Questions

2
© Hank Edwards March 2011 28
8

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SharePoint for Project Management

1. SHAREPOINT FOR PROJECT MANAGEMENT 1 March 2011 1

2. How did I get involved with SharePoint and PM? Global integration project SharePoint for global collaboration Global R&D project management March 2011 2

3. How many people here: 1. Have run projects? 2. Are familiar with SharePoint? 3. All of their projects have been a success? March 2011 3

4. Only 30% of projects are a success March 2011 4

5. Why are projects not more successful? March 2011 5

6. Major Challenges To Success Poor Communications 57% Poor Scheduling 39% No Quality Control 35% Milestones Not Met 34% Poor Resource Coordination 29% Source: The Bull Survey (1998) 0% 20% 40% 60% March 2011 6

7. What does it take? March 2011 7

8. Managing the Details Communications Tasks and Dependencies Issues Risks Scope Creep March 2011 8

9. SharePoint – A Great Tool Kit March 2011 9

10. The Continuum MS Project Server 3rd Party SharePoint Applications SharePoint Team Site MS Project Excel March 2011 10

11. SP Project PM EPMLive Project Criteria Lists Site Central Server - View resources across projects - Manage project costs - Track project issues - Auto generate new project from a template - See impact of schedule changes - Capture and compare actuals against baseline - Track project risks - Track project changes Standard Functionality Needs further investigation Requires customization NA or heavy customization March 2011 11

12. Project Tasks in SharePoint 2010 March 2011 12

13. EPMLive’s WorkEngine March 2011 13

14. Portfolio Visibility March 2011 14

15. March 2011 15

16. March 2011 16

17. March 2011 17

18. March 2011 18

19. Many configurable views March 2011 19

20. Cost Analyzer March 2011 20

21. Resource Workload by Roles March 2011 21

22. Reporting Services is used for report development March 2011 22

23. Reporting March 2011 23

24. Portfolio Management March 2011 24

25. Performance 25 March 2011 25

26. Recap – Project Management Ain’t Easy SharePoint Is a Great Toolkit That Can Lead To Project Success, If You Have The Right Discipline! March 2011 26

27. Hank Edwards •Hank has served as the CIO for several Atlanta based international firms •Hank is a SharePoint strategy consultant with Abel Solutions, Inc. • Abel Solutions, Inc. is the premier SharePoint consultancy group in the Atlanta area. hedwards@abelsolutions.com Phone: 678‐467‐9259 Twitter: @hankedwards 2 © Hank Edwards March 2011 27 7

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