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KMA and William George Associates look into how SharePoint and Project Server can ignite collaboration in project-driven organizations.
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(1)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
SharePoint On Premise or In the Cloud?
Microsoft SharePoint and Project ServerCollaboration in Project-Driven Organizations
KMA Insights Webinar Series
March 24, 2010
(2)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Housekeeping Items
• Experiencing Issues? – Change color of your seat to RED
• Questions for Speakers? – Submit questions during webinar
• Twitter Discussion– #kmaspproj
• Feedback– Webinar Feedback– Next Steps/Moving Forward
(3)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag#kmaspproj
About the Presenters
(4)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Agenda:
• SharePoint: When and where SharePoint can help you manage projects more efficiently
• Project Server: When and where EPM with Project Server can help you take project management to the next level
• Best Practices for using SharePoint and Project Server together
• Other EPM options for SharePoint
• What's Coming in SharePoint 2010 and Project Server 2010
(5)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Enterprise Project Management – A Maturity Model
Resource Management
Work Management
Team Collaboration
Portfolio Optimization
Nailing Down PM Basics with SharePoint
Flickr Photo: “If I Had a Hammer” courtesy jurek d., used with permission under creative commons license
(7)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
100 Level – Lists
(8)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
100 Level – Document Libraries
(9)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
200 Level – Project Tasks
(10)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
200 Level – Tools/Templates
(11)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
200-300 Level – Business Process Automation
• Forms-based workflow for project initiation
• See http://www.codeplex.com/EPMINFOPATH for more details
(12)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
300 Level – Line-of-Business Integration
Taking PM to the Next Level
Flickr Photo: “Yellow Stairs” Courtesy sudhamsu, used with permission under creative commons license
(14)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
The Next Level:“You’ll Know You’re Ready When…”
• Executives- Dashboard Views• Microsoft Project 2007- PM’s• Resource Managers• Resource Management capabilities• Team member updates via the web (PWA)• Enhanced views and reports
(15)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Dashboards for Executives
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Microsoft Project 2007 for PM’s
• Easier to use• Task change highlighting• Multi-level undo• Start project from an enterprise template
(17)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
View Of Project 2007 Interface
(18)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Resource Management
(19)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Team Members use the Web (PWA)
(20)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Enhanced Reports/View using SSRS and MOSS
(21)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Enhanced Reports/View using SSRS and MOSS
(22)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Enhanced Reports/View using SSRS and MOSS
(23)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Better Together: Best Practices for Using SharePoint Server and Project Server
• Site templates:– To provide consistent look/feel across projects– To reinforce organizational PM standards
• Links between:– Project Server tasks <-> SharePoint issues & risks lists– SharePoint documents <-> Project Server tasks, risks,
issues
• The power of enterprise search• Don’t forget the PMO site!
(24)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Other SharePoint EPM options
• Brightwork (www.brightwork.com): – PMPoint– first to market– most focused on PM
• Bamboo Solutions (www.bamboosolutions.com): – pm central– broad provider of SP web parts
• Corasworks (www.corasworks.net): – Project Portfolio Management– broad provider of SP tools
(25)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
What’s Coming in 2010(for Collaboration in Project-driven orgs)
Key SharePoint Server Changes• Social• Search• Metadata
improvements• LOB integration
improvements
Key Project Server Changes• PPM/PS Integration• Integrated Demand
Management• User Controlled
Scheduling
(26)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
SharePoint 2010 -- More social
(27)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
SharePoint 2010 – More Search Capabilities
(28)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
SharePoint 2010 – InfoPath Forms Editing
(29)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
SharePoint 2010 – Other Key Improvements
• Managed metadata: http://www.sharepointsaturday.org/boston/Lists/MeetingResources/ChrisMcNulty_MMS2010.pptx
• Line-of-business integration via Business Connectivity Services (BCS)
(30)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Project Server 2010- Portfolio and Project Management together at last!
Bottom Up Project Management
Top DownPortfolio
Management
Manage
SelectCreate Plan
Portfolio Prioritization
Capacity Planning
Demand Management
Portfolio Optimization
Portfolio Reporting
Business Case Definition
Project Scheduling
Issues and Risk Management
Project Reporting
Team Collaboration
Time Reporting
Resource Management
(31)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Project Server 2010- Integrated Demand Management
Control via Workflow Build Business Case
Work Request Workflow
IT Project Workflow
Business Project Workflow
Strategic Impact Assessment
Capture all Requests
(32)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Project Server 2010-User Controlled scheduling
Choose manually scheduled or automatically scheduled tasksOnly enter task data when you have itAdd notes to duration and date fieldsBe alerted to scheduling concerns with squiggly lines – then take action in Task Inspectors
User Controlled Scheduling
Manually Scheduled Tasks
Scheduling Concerns
Top Down Planning
Task with End Date Only
Reminder Notes
(33)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
In Closing…- Resources and Next Steps - Questions & Answers - Webinar Feedback- Upcoming Events & Future Topics
(34)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmaspproj
Resources and Next Steps
• Project Management Maturity Assessment• Business Productivity Maturity Assessment• SharePoint Deployment (and Upgrade) Planning
• Events:Office 2010 “First Look” In-Person Event
April 22 CompuWorks
Microsoft’s Boston Launch Event for Office 2010
April 29 Boston Convention & Expo Center
PMI Mass Bay PDU Day May 1 Bentley College
(35)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag#kmaspproj
Thank You!
• Contact Mike Gilronan
• Mgilronan[at]kma-llc[dot]net
• 781.693.6823• Twitter: [at]mikegil
• Contact Mark Hall
• Mhall[at]williamgeorge[dot]net
• 978.352.2163• http://www.williamgeorge.net
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