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Presenter:
Faisal Masood
PMP, CCNA, MCSE, MCITP, MCTS, MCSA, MS, MOS
Softvative Inc
www.softvative.com
2015
Agenda
 Softvative
a. About Us
b. Capabilities
c. Portfolio Samples
d. Presenter Bio
 Session Phases
a. Using Content Type to organize your PMO Structure
b. Effective Site, List and Library Templates for Project Sites
c. Using Yammer for external projects with vendors and customers
d. Project Request Process using InfoPath Web forms and SharePoint
Designer workflows
 Summary
www.Softvative.com 2
Softvative - a. About Us
Softvative Inc was built on the principles of providing innovative
solutions, quality products and reliable services. We deliver clients’
success by paying close attention to their business needs, following the
latest trends in technology and applying industry best practices to
develop optimal solutions.
With our experience and expertise, we deliver projects with a cohesive,
thorough and integrated approach that enables the customer’s business
to grow. It is Softvative’s commitment to only provide value added
products and be accountable of the investments placed in our trust.
www.Softvative.com 3
Softvative - b. Capabilities
• Microsoft SharePoint (On-Premises, Cloud, Hybrid, Yammer)
• Office 365
• Managed Services, BI, SSRS Reports, Migration / Upgrade,
Architecture, IA
• Microsoft Project Server PPM, PMO Setup, PPM Assessment
• Azure Active Directory, Microsoft System Center
• Data Center Services & Solutions
• Websites, Design & Development, Social Media,
WordPress, SEO/SEM
• Trainings
www.Softvative.com 4
Softvative - b. Capabilities
www.Softvative.com 5
Softvative - c. Portfolio Samples – Project PPM
www.Softvative.com 6
Softvative - c. Portfolio Samples SP Brainstorming
www.Softvative.com 7
Softvative - c. Portfolio Samples SP BI Excel Svc
www.Softvative.com 8
Softvative - c. Portfolio Samples Office 365 Brainstorming
www.Softvative.com 9
Softvative - c. Portfolio Samples SP External Collaboration
www.Softvative.com 10
Softvative - c. Portfolio Samples SP External Collaboration
www.Softvative.com 11
Softvative - c. Portfolio Samples SP External Collaboration
www.Softvative.com 12
Softvative - c. Portfolio Samples SP External Collaboration
www.Softvative.com 13
Softvative - d. Speaker Bio – Faisal Masood
www.Softvative.com 14
 Over 16 years in technology, Technology Management and PMO
 Worked with SharePoint since its 2001 version
 Worked for some of the Fortune 500 / 100 Companies
 Provided consulting services to Healthcare, Retail, Construction,
Energy, Power, Government, Insurance and Non-Profit organizations
 Few Relevant Certifications:
 PMP
 CCNA
 SharePoint 2013: MCSE and MOS
 SharePoint 2010: MCITP and MCTS
 Office 365: MCSA
 Microsoft Specialist: MS Project 2013, Azure Cloud
Web: www.FaisalMasood.com
Current Project Management Process
www.Softvative.com 15
Session Phases - a. Content Type for PMO
• What is Content Type?
• A content type is a reusable collection of metadata (columns),
workflow and other settings for a category of items / documents
• What are Site Columns?
• Columns, fields or metadata that you can define to tag information that ar
available throughout your SharePoint site
• Define it once, use it in different sites, lists and libraries with a site collection
• Related but Advanced Features
• Content Type Hub
• Managed Metadata Termstore
www.Softvative.com 16
Session Phases - a. Content Type for PMO
• Issue: Typical PMO Structure may have hierarchical structure of
network shared folders
• Proposals
• Vendor A
• Vendor B
• Vendor C
• Project Plans
• Schedules
• So on….
• Issue: PMO information difficult to find
www.Softvative.com 17
Session Phases - a. Content Type for PMO
• Project Management Institute (PMI) related metadata
• PMI Process Group:
• Initiating
• Planning
• Executing
• Monitoring and Control
• Closing
www.Softvative.com 18
Session Phases - a. Content Type for PMO
• Project Management Institute (PMI) related metadata
• PMI Project Knowledge Areas
• Integration Management
• Scope Management
• Time Management
• Cost Management
• Quality Management
• Human Resource
• Communication Management
• Risk Management
• Procurement Management
www.Softvative.com 19
Session Phases - a. Content Type for PMO
• DEMO
www.Softvative.com 20
Session Phases - b. Effective Site, List and Library
• SharePoint gives few effective templates for PMO
• Site Template
• Project Site, Community Site, Blog
www.Softvative.com 21
Session Phases - b. Effective Site, List and Library
• Library Template
• Documents – organize project documents
• Wiki - Knowledgebase
www.Softvative.com 22
Session Phases - b. Effective Site, List and Library
• List Template
• Tasks
www.Softvative.com 23
Session Phases - b. Effective Site, List and Library
• List Template
• Contacts
www.Softvative.com 24
Session Phases - b. Effective Site, List and Library
• List Template
• Issues
www.Softvative.com 25
Session Phases - b. Effective Site, List and Library
• List Template
• Risk
• Create Risk Management template based on PMI standards or other
standards
• Risk Mitigation Plan
• Priority
• Probability X Impact = Risk Score
www.Softvative.com 26
Session Phases - b. Effective Site, List and Library
• List Template
• Others Project related List ideas
• Deliverables List
• To Do List
• Change Management
• Project Calendar
• Stakeholder Decisions
• Project Scope and Limits
www.Softvative.com 27
Session Phases - c. Yammer for external projects
• What is Yammer?
• Microsoft’s Enterprise social media and collaboration tool
• Kind of Enterprise Facebook (don’t use it like Facebook )
• Features that PMO / ePMO can leverage
• Threaded Discussion
• Instant Chat
• Collaboration on project with customers, vendor partners, Company Board Members
• Create Yammer Networks / Groups
www.Softvative.com 28
Session Phases - c. Yammer for external projects
• Create External Network for
a project that require to
work with outside vendors,
customers and partners
• Keep it Open -> for projects
that require more open
collaboration between
in/out members
• Keep it Closed -> for
projects that require
confidential / private /
controlled information
www.Softvative.com 29
Session Phases - c. Yammer for external projects
• Once the External Network is created in Yammer
• Create Groups with one of these options
• Public – Anyone in network can view contents
• Private – Only approved members can view contents
www.Softvative.com 30
Session Phases - c. Yammer for external projects
• Each Yammer Network
has a unique email
address based on
network name. Use it
to CC your project
communications. Later
view those on
Yammer.
• File attachments are
saved as files on the
network.
www.Softvative.com 31
Session Phases -d. Request Intake with InfoPath & SPD
• Project Request Intake – A process / tool to capture the project
idea through out your department / organization.
• Tools of choice:
• InfoPath Web Form (Requires SharePoint)
• SharePoint Designer for Workflows
• More Advanced
• Use SharePoint Business Data Connectivity (BDC) & Secure Store Service to pull data
from other data sources into the Sharepoint External List
• Use External List to feed the fields within InfoPath Forms
www.Softvative.com 32
Session Phases -d. Request Intake with InfoPath & SPD
• Softvative’s PPM Project Intake Solution Creation Process Map
www.Softvative.com 33
Session Phases -d. Request Intake with InfoPath & SPD
• InfoPath Form Sample
www.Softvative.com 34
www.Softvative.com 35
Q&A
www.Softvative.com 36
Visit Softvative’s Conference page on our
website, sign up at the bottom of the page to
auto enroll in draw to win 1 seat of Softvative’s
SharePoint Training
http://www.softvative.com/spsfall2015/
Thank you
Softvative Inc
Eden Prairie, MN, USA
Tel: 952-466-6048
www.Softvative.com
contact@softvative.com
https://www.facebook.com/Softvative
https://twitter.com/Softvative

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Sharepoint, Office365 and Yammer for Effective PMO

  • 1. Presenter: Faisal Masood PMP, CCNA, MCSE, MCITP, MCTS, MCSA, MS, MOS Softvative Inc www.softvative.com 2015
  • 2. Agenda  Softvative a. About Us b. Capabilities c. Portfolio Samples d. Presenter Bio  Session Phases a. Using Content Type to organize your PMO Structure b. Effective Site, List and Library Templates for Project Sites c. Using Yammer for external projects with vendors and customers d. Project Request Process using InfoPath Web forms and SharePoint Designer workflows  Summary www.Softvative.com 2
  • 3. Softvative - a. About Us Softvative Inc was built on the principles of providing innovative solutions, quality products and reliable services. We deliver clients’ success by paying close attention to their business needs, following the latest trends in technology and applying industry best practices to develop optimal solutions. With our experience and expertise, we deliver projects with a cohesive, thorough and integrated approach that enables the customer’s business to grow. It is Softvative’s commitment to only provide value added products and be accountable of the investments placed in our trust. www.Softvative.com 3
  • 4. Softvative - b. Capabilities • Microsoft SharePoint (On-Premises, Cloud, Hybrid, Yammer) • Office 365 • Managed Services, BI, SSRS Reports, Migration / Upgrade, Architecture, IA • Microsoft Project Server PPM, PMO Setup, PPM Assessment • Azure Active Directory, Microsoft System Center • Data Center Services & Solutions • Websites, Design & Development, Social Media, WordPress, SEO/SEM • Trainings www.Softvative.com 4
  • 5. Softvative - b. Capabilities www.Softvative.com 5
  • 6. Softvative - c. Portfolio Samples – Project PPM www.Softvative.com 6
  • 7. Softvative - c. Portfolio Samples SP Brainstorming www.Softvative.com 7
  • 8. Softvative - c. Portfolio Samples SP BI Excel Svc www.Softvative.com 8
  • 9. Softvative - c. Portfolio Samples Office 365 Brainstorming www.Softvative.com 9
  • 10. Softvative - c. Portfolio Samples SP External Collaboration www.Softvative.com 10
  • 11. Softvative - c. Portfolio Samples SP External Collaboration www.Softvative.com 11
  • 12. Softvative - c. Portfolio Samples SP External Collaboration www.Softvative.com 12
  • 13. Softvative - c. Portfolio Samples SP External Collaboration www.Softvative.com 13
  • 14. Softvative - d. Speaker Bio – Faisal Masood www.Softvative.com 14  Over 16 years in technology, Technology Management and PMO  Worked with SharePoint since its 2001 version  Worked for some of the Fortune 500 / 100 Companies  Provided consulting services to Healthcare, Retail, Construction, Energy, Power, Government, Insurance and Non-Profit organizations  Few Relevant Certifications:  PMP  CCNA  SharePoint 2013: MCSE and MOS  SharePoint 2010: MCITP and MCTS  Office 365: MCSA  Microsoft Specialist: MS Project 2013, Azure Cloud Web: www.FaisalMasood.com
  • 15. Current Project Management Process www.Softvative.com 15
  • 16. Session Phases - a. Content Type for PMO • What is Content Type? • A content type is a reusable collection of metadata (columns), workflow and other settings for a category of items / documents • What are Site Columns? • Columns, fields or metadata that you can define to tag information that ar available throughout your SharePoint site • Define it once, use it in different sites, lists and libraries with a site collection • Related but Advanced Features • Content Type Hub • Managed Metadata Termstore www.Softvative.com 16
  • 17. Session Phases - a. Content Type for PMO • Issue: Typical PMO Structure may have hierarchical structure of network shared folders • Proposals • Vendor A • Vendor B • Vendor C • Project Plans • Schedules • So on…. • Issue: PMO information difficult to find www.Softvative.com 17
  • 18. Session Phases - a. Content Type for PMO • Project Management Institute (PMI) related metadata • PMI Process Group: • Initiating • Planning • Executing • Monitoring and Control • Closing www.Softvative.com 18
  • 19. Session Phases - a. Content Type for PMO • Project Management Institute (PMI) related metadata • PMI Project Knowledge Areas • Integration Management • Scope Management • Time Management • Cost Management • Quality Management • Human Resource • Communication Management • Risk Management • Procurement Management www.Softvative.com 19
  • 20. Session Phases - a. Content Type for PMO • DEMO www.Softvative.com 20
  • 21. Session Phases - b. Effective Site, List and Library • SharePoint gives few effective templates for PMO • Site Template • Project Site, Community Site, Blog www.Softvative.com 21
  • 22. Session Phases - b. Effective Site, List and Library • Library Template • Documents – organize project documents • Wiki - Knowledgebase www.Softvative.com 22
  • 23. Session Phases - b. Effective Site, List and Library • List Template • Tasks www.Softvative.com 23
  • 24. Session Phases - b. Effective Site, List and Library • List Template • Contacts www.Softvative.com 24
  • 25. Session Phases - b. Effective Site, List and Library • List Template • Issues www.Softvative.com 25
  • 26. Session Phases - b. Effective Site, List and Library • List Template • Risk • Create Risk Management template based on PMI standards or other standards • Risk Mitigation Plan • Priority • Probability X Impact = Risk Score www.Softvative.com 26
  • 27. Session Phases - b. Effective Site, List and Library • List Template • Others Project related List ideas • Deliverables List • To Do List • Change Management • Project Calendar • Stakeholder Decisions • Project Scope and Limits www.Softvative.com 27
  • 28. Session Phases - c. Yammer for external projects • What is Yammer? • Microsoft’s Enterprise social media and collaboration tool • Kind of Enterprise Facebook (don’t use it like Facebook ) • Features that PMO / ePMO can leverage • Threaded Discussion • Instant Chat • Collaboration on project with customers, vendor partners, Company Board Members • Create Yammer Networks / Groups www.Softvative.com 28
  • 29. Session Phases - c. Yammer for external projects • Create External Network for a project that require to work with outside vendors, customers and partners • Keep it Open -> for projects that require more open collaboration between in/out members • Keep it Closed -> for projects that require confidential / private / controlled information www.Softvative.com 29
  • 30. Session Phases - c. Yammer for external projects • Once the External Network is created in Yammer • Create Groups with one of these options • Public – Anyone in network can view contents • Private – Only approved members can view contents www.Softvative.com 30
  • 31. Session Phases - c. Yammer for external projects • Each Yammer Network has a unique email address based on network name. Use it to CC your project communications. Later view those on Yammer. • File attachments are saved as files on the network. www.Softvative.com 31
  • 32. Session Phases -d. Request Intake with InfoPath & SPD • Project Request Intake – A process / tool to capture the project idea through out your department / organization. • Tools of choice: • InfoPath Web Form (Requires SharePoint) • SharePoint Designer for Workflows • More Advanced • Use SharePoint Business Data Connectivity (BDC) & Secure Store Service to pull data from other data sources into the Sharepoint External List • Use External List to feed the fields within InfoPath Forms www.Softvative.com 32
  • 33. Session Phases -d. Request Intake with InfoPath & SPD • Softvative’s PPM Project Intake Solution Creation Process Map www.Softvative.com 33
  • 34. Session Phases -d. Request Intake with InfoPath & SPD • InfoPath Form Sample www.Softvative.com 34
  • 36. Q&A www.Softvative.com 36 Visit Softvative’s Conference page on our website, sign up at the bottom of the page to auto enroll in draw to win 1 seat of Softvative’s SharePoint Training http://www.softvative.com/spsfall2015/ Thank you Softvative Inc Eden Prairie, MN, USA Tel: 952-466-6048 www.Softvative.com contact@softvative.com https://www.facebook.com/Softvative https://twitter.com/Softvative