SharePoint is the most common collaboration tool on the market today. It was common in the early adoption years to see SharePoint implementations that were intended for content management purposes only. Now, IT organizations are thinking outside of the box. If you must do more with less, what better way to protect your current investment and minimize costs then to leverage the same platform to bring Project Management, Product Development and Service Management to your IT organization? Join us in a one hour webinar to learn how you can extend an underutilized SharePoint deployment into a full Enterprise project, product and service management solution. Topics includes: - Common Uses of SharePoint - SharePoint Deployment Best Practices - SharePoint Recommendations - Benefits of Centralization - SharePoint for IT Planning and Control – Projects, Products and Services

1. Want More Out of your SharePoint
Environment?
Extend your SharePoint Environment into a Comprehensive
IT Infrastructure for Projects, Products and Services
Jim Patterson

2. Topics
Common Uses of SharePoint
SharePoint Deployment Best Practices
SharePoint Recommendations
SharePoint for IT Planning and Control
– Projects, Products and Services

3. Common Uses of SharePoint

4. Where Most Start
Free version available and easy to start
Users freely add sites/workspaces
Document storage and collaboration
– Improvement over file shares and local storage
– One version of the news
Team sites for general collaboration
– Lists, announcements, other
Capabilities greatly underutilized

5. Increasing Value With Process Complexity
Integrated to ERP and
Structured Data
Production Process &
Vertical Applications
Value
Ad Hoc Process &
Collaboration
Secure Repository
Costs

6. SharePoint Deployment Best
Practices

7. Are You Ready For Bigger Use of SharePoint?
Server farm(s)
Large volumes of data
Wide variety of data
Complexity and navigation
Customization and integration
Consistent use and adoption

8. Planning and Governance
Build team that is cross-organizational
Define the SharePoint COE
Study information architecture
– Taxonomies, content types, etc.
Define technical architecture
Consider user navigation
Involve power users early
– Get buy-in

9. Governance on Site Creation – Request Form
What is the nature of the site?
Who owns the site?
What type of data will be stored?
Will some data become a record?
How many versions of data should be kept?
Expected life space of the site?
Who should have access to the site?
Workflow needed?
Need for imaging?
External collaboration required?

10. Plan and Optimize for Scalability
Look at storage needs
– Document volumes and sizes
Additional network traffic
– LAN or WAN?
Site collections – one or many
– Multiple may be preferred (By business unit?)
Global deployment?
– Replication or multiple farms

11. SharePoint Recommendations

12. Leverage 3rd Parties to Fill Gaps
Management tools
Replication
WAN acceleration
Content migration
Backup and archiving
Enhanced workflow
Social extensions
Secure extranet tools
Vertical applications

13. Deployment and Integration Recommendations
Clearly delineate where SharePoint should
or should not be used
Migrate only content that is truly needed
Have “one version of the truth”
Consider customizations carefully
– Future upgrade considerations

14. Recommendations
Early
Develop a content management strategy deploying
Plan and set guidelines for SharePoint usage
Displace some email use, and use SharePoint for collaboration
Architect for flexibility and growth
Long Term
Focus on people and behavior – fit tools to process
Create a SharePoint development/service group
Inventory all sites/repositories, and ID owners and purposes
Set policies on team sites and documents within
Build a library of purpose-specific templates and accepted 3rd
party add-ons
Identify SharePoint dependencies with other applications

15. SharePoint for IT Planning and
Control
for Projects, Products and Services

16. Business Value Proposition
No need for separate, expensive
applications
Generate increased value from the
investment in SharePoint
Increased efficiency by workers
getting all work in a single solution
Opportunity to retire multiple
solutions that can be handled in one

17. Work is Everywhere
Select Plan Execute Control Close
To dos Application
Project Tasks
Issues Backlog
Documents
Defects Approvals
User Recurring
Stories Maintenance
Incidents
Changes
Deliverables
Testing Bugs

18. Disconnected Systems & Processes
Service Application Project
Management Management Management
• Requests • User Stories • Tasks
• Problems • Defects • Issues
• Changes • Tasks • Changes
• Testing • Actions
• Maintenance
• Work is managed by parallel processes
• Multiple entry points of work that is associated
• Departmental silos enforcing their own
processes, priority and deployment

19. Introducing WorkEngine
Portfolio Resource Cost Schedule Work Time
Management Management Management Management Management Management
Enterprise Work
Demand Management Capabilities
Project Application Service
Management Management Management Pre-built
Applications
Tasks To-dos Approvals Changes Bugs Problems Backlogs (Work Processes)
Issues Maintenance Deliverables Testing Service Requests Defects
Work Features
Integration with
Other Systems
Other
LOB’s

20. Built in SharePoint
Work Resource Portfolio Time
Planner Planner Manager Manager
Business
Content Business
Collaboration BCS Search Process
Management Intelligence
Management

21. End to End Project & Work Management
Strategic
Project & Work
Management
Tactical
Project &
Work
Management

22. Enhanced Resource Management Capabilities
Strategic
Project & Work
Management
Tactical
Project &
Work
Management

23. WorkEngine - All Work Together
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Select Application Portfolio
Work Releases, Backlog, Test Cases
Execution
Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all work through a common governance and control
structure.

24. WorkEngine - Execution Overview
Service Application Project/Portfolio
Management Management Management

25. Demand Management
 All Work Requests
are captured from
common Self Service
Portal
 Enhance business
user experience with
full visibility of entire
request process
 Route Requests to
appropriate team
based on type of
work Requests Projects Applications
Empower Your Business Customer to
Submit Request Through Web Forms

26. IT Governance
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Work
Type
Application Portfolio
Releases, Backlog, Test Cases
Execution
IT Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all IT work through a common governance and control
structure.

27. Service WorkEngine Overview

28. Key Service Management Features

29. Service Requests
 Maintain all service
requests from a
single location
 Meet unique needs
based type of service
request
 Increase efficiency
through instant
visibility and
assignment
All service requests at your
finger tips

30. Service Level-Agreements
 SLA terms logged in
a single system
 Service personnel all
aware of contractual
obligations
 Customers receive
consistent levels of
service
Manage service agreements as
negotiated

31. Account & Contract Management
 Consistent customer
service for internal
and external
customers Account Services Metrics
 Contract details
visible, accessible
and enforceable
 All customer work is
manageable,
traceable, and Contract Metric
consistent
Account & Contract Information
at your Finger Tips

32. ITPC Governance
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Work
Type
Application Portfolio
Releases, Backlog, Test Cases
Execution
IT Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all IT work through a common governance and control
structure.

33. Application WorkEngine Overview
Others
Application 1 Application 3 Application 5
Workspace Application 2 Workspace Application 4 Workspace
Workspace Workspace

34. Key Application Management Features
Application Portfolio Management Agile Schedule Management
Resource Management Cost Management
Task & Work Management Time Management
Test Case Management Defect Management
Change Management Document Management
Reporting & Business Intelligence TFS Integration

35. Application Portfolio Management
 Maintain inventory
of all company
applications and
assets
 Roadmap lifecycle
and maintenance of
all application
investments
 Achieve efficiencies
and eliminate
redundancies
Manage application assets
throughout their useful lifecycle

36. Application Workspaces
 Applications
managed as valued
assets
 All application
metrics tracked and
maintained
 Application related
projects and
maintenance all
managed centrally
All application information and
metrics at your finger tips

37. Agile Management
 Iterative
development and
maintenance of
application assets
 Common tools for
agile, projects and
services
 Integration with
TFS Integration
SDLC tools like TFS
Iterative application and
product development

38. IT Governance
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Work
Type
Application Portfolio
Releases, Backlog, Test Cases
Execution
IT Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all IT work through a common governance and control
structure.

39. Workspaces for a Variety of Projects
Project Services Software Dev
Workspace Product Workspace Construction Workspace
Workspace Workspace

40. Project Management Features

41. Project Workspaces
 Tools that leverage
standard SharePoint
workspaces for
projects
 All aspects of project
management
tracked within the
workspace
 Project workspace
details automatically
rolled-up to portfolio
All project management data
views and metrics from a single
source

42. Project Schedule Management
 Detailed project
schedules and
assignments in a
single system
 Bi-directional
integration with MS
Project
 Online Work Planner
for non-MS Project Online Project Planner Microsoft Project 2003, 07, 10
Microsoft Project Server 2007, 10
users
Detailed schedule management
in SharePoint with EPM Live

43. Resource Management
 Gain Greater Control
of Project Resources
 Resource Planning
Across All Work
 Resource Capacity
Planning
 Resource Workload
and Availability &
Gain Visibility into All
Resource Demands

44. Portfolio Management
 Advanced portfolio
management tools
 What-if modeling
and scenario
comparisons
 Prioritization
 Strategic Alignment
Advanced Portfolio
Management Tools

45. Cost Management

46. Resource Capacity Planning
 Forecast resource
demand for all
portfolio items
 FTE or hours based
planning
 Resource Capacity
Planning for all
Portfolio items
 Demand vs. Capacity
Gain Visibility into All
Resource Demands

47. What-If Modeling

48. WorkEngine - All Work Together
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Select Application Portfolio
Work Releases, Backlog, Test Cases
Execution
Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all work through a common governance and control
structure.

49. Multiple Workspaces
Project Services Application
Workspace Product Workspace Construction Workspace
Workspace Workspace

50. Pre-built Solution Templates
Keep your entire team informed, accountable and connected in a
centralized, web-based environment that is easy-to-use and rapid
to deploy
 PMI (PMBOK)
 Agile (SCRUM)
 MSF
 Prince2
 CMMI
 Professional Services
 Project Management Office
 Program Management
 Construction
EPM Live provides prebuilt project workspace templates
to help get project teams up and running quickly

51. Resource Management
 Gain Greater Control
of Project Resources
 View Resource
Assignments for All
Work
 Resource Planning for
Projects, Applications
and Service related
activities
 Resource Workload
and Availability & Gain Visibility into All
Resource Demands

52. Work Management
Initiate Plan Execute Control Close
Risks
 Updating Task Status Actions
User Stories
on All Work Assigned Issues Documents
To You Defects
Contracts
Tasks
Problems Defects
 Sign Up for Task Bugs Approvals
Deliverables
Status Alert Emails Recurring Changes
Requests Maintenance
 Create New Work
Items From a Single
View
Manage and Track All Work
Assigned To You

53. Time Management
 Report time-phased
actual work on any
SharePoint Work item
 Save, Submit, Select
Period, Add, Remove
Timesheet Items
 Capture special time
categories such
as billable, non-billable,
regular, overtime, and
more
 Integrate with LOB
applications: Microsoft
Project & Project Server,
QuickBooks, Microsoft
Understand what it really takes
Dynamics GP, Oracle, to do work in your organization
Lawson, etc.

54. Collaboration

55. Reporting
 Flexible charting
webparts for
visualizing all data
 SQL Server base
reporting tables for
flexible surfacing of
data
 Central repository
for dashboards as a
natural output
Many ways to report and
surface data

57. Try us out
www.epmlive.com