THR006 TechEd 2010 - Leveraging SharePoint 2010 for Project Management
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Today it is more important than ever to ensure every project your organizations undertakes is delivered effectively. To accomplish this, it is essential that there is clear communication and effective tools to facilitate your project management process. Come and see how SharePoint 2010 can improve the management of your next project, including the new Project 2010 client integration, Visio Services and team site improvements.
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THR006 TechEd 2010 - Leveraging SharePoint 2010 for Project Management
- 2. Alexander Burton Project MVP @alexanderb www.epmsource.com Leveraging SharePoint 2010 for Project Management SESSION CODE: THR006
- 3. What is project management? Project management is the application of knowledge, skills, tools and techniques to project activities to meet project requirements. Project management is the application of knowledge, skills, tools and techniques to project activities to meet project requirements. Source: PMI PMBOK, 3rd Edition Communication Process Planning
- 5. Information silo’s start to form
- 7. Process is too complicated
- 8. Process cannot be easily accessedHow SharePoint 2010 can help…. Workflow Use automated workflow to enforce organisational process Data Visualisation Visualise complex processes using interactive tools such as Visio Services Mobile Allow access to the process information at all times.
- 10. Ensuring the team has visibility of the project progress
- 11. Inability to track and monitor project progressHow SharePoint 2010 can help…. Access Services Leverage the out of the box project tracking database Project Task Lists Publish a high level project schedule for team visibility Project Professional 2010 Sync to SharePoint Synchronise Project 2010 schedules with SharePoint 2010 to provide team visibility of tasks & status and to collect updated status information.
- 13. Publishing reporting data effectively
- 14. Leveraging other project assets within SharePointHow SharePoint 2010 can help…. Graph Web Part Integrated graphing component within SharePoint 2010 Visio Services Use data bound diagrams to visualise information in the most effective way Representational State Transfer (REST) Leverage REST technology to embed live SharePoint data within your documents.
- 15. Resource Management Central pool of resources that can be shared across all projects in the organisation Portfolio Selection Capture all work requests, assess against business drivers and priorities, analyse and select which projects to execute Demand Management Powerful workflow and forms based processing to allow your governance process to be enforced Business Intelligence and Reporting Integrated Business Intelligence reporting leveraging all of the reporting power of SharePoint 2010 ScheduleManagement Centralisedrepository of all project schedules within your organisation Project Team Collaboration Integrated collaboration sites linked to each schedule to enhance project communication
- 16. Related Content OFS306 - Friday 27th Project Server 2010 - The Upgrade Path - Why, When & How Project 2010 and Project Server 2010http://www.microsoft.com/project/en/us/default.aspx SharePoint 2010http://sharepoint.microsoft.com/en-us/Pages/default.aspx EPMSource – All things Microsoft Enterprise Project Managementhttp://epmsource.com/
- 18. Questions?
- 19. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
- 20. www.msteched.com/Australia Sessions On-Demand & Community www.microsoft.com/australia/learning Microsoft Certification & Training Resources http:// technet.microsoft.com/en-au Resources for IT Professionals http://msdn.microsoft.com/en-au Resources for Developers Resources
Editor's Notes
- Process (Alex)IntroAll projects follow a process of sorts, be it how the project is managed, or the specific SDLC the project is following. These processes may be built on best practice (PMBOK, MSF, Prince2 etc) or incorporate organisational learnings from past project mistakes to minimise the chances of things going wrong again.Common ProblemsSome of the common problems that organisations can run into:The Process is not followed – team members don’t follow the process, shortcutting things and increasing the risk that the project may run into issuesQuality gates are not being met – things like documents or specifications are not signed off, building starts before the plans are signed, testing starts before code is completeProcess is hard to follow – The process is very complicated, with lots of different decision points and is hard to follow. Most of the time it’s quicker to go and ask someone that work it out yourself.Not easily accessed – having process is all well and good, but if it’s in 6 bound folders on your desk, it’s not going to be that easy to access when your in the middle of a building site or out at a clients site.How SharePoint can helpWorkflow – Automated workflow within SharePoint, first introduced in 2007. Can utilise out of the box workflows for document approvals. Can also use SharePoint Designer to build workflows that can be met to meet your requirements. There is also a very mature third party market, including products like K2 or Nintex Workflow.Data Visualisation – Through new technologies such as Visio Services, it is possible to render Visio diagrams natively within SharePoint. Mobile – Through tools such as Outlook, SharePoint Workspace or your Windows Mobile Phone you can access your process information quickly and easily wherever you are working.
- Planning (Alex)For a project to be successful it is essential it is planned, executed to plan and then tracked to see if the project is under control or has problems that need to be addressed. Common ProblemsPlans ensure the project members know what needs to happen and when, all too often a schedule is built and the team members never get to see it and don’t know what they need to do and when.What better way to ensure the whole team come together to deliver the project, than sharing all aspects of the project, including the progress with the team members, all too often this is left for the PM to worry about and not shared with the broader team.If you don’t have a plan, how can you track your progress and whether your project will be delivered on schedule?How SharePoint Can help?Access Services – Another new feature of SharePoint 2010 was Access Services, a new feature that allows those Access databases that used to reside on file shares or peoples desktop to be stored centrally in SharePoint and delivered using a web interface. Out of the box, SharePoint provides a Project database that enables you to track projects and tasks, including actual effort.Project Task Lists – How many people have used these? Introduced in SharePoint 2007, allows you to enter tasks in a list and to use an inbuilt Gantt view to see the tasks. Project 2010 Sync to SharePoint – a fantastic new feature of SharePoint 2010 and Project Professional 2010. Gives the user the ability to synchronise a Project schedule to a Project task list, giving team members visibility of the schedule, but also allowing the team members to update their status from SharePoint and for that to be synchronised back automatically to the Project schedule
- REST – Representational State transfer