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SharePoint is a lot of things to a lot of people; Intranet, search, document management, partner extranet, records management platform … the list goes on. Simplified however, SharePoint is a place to collaborate on your “stuff” from virtually anywhere, anytime, on just about anything. For your PM “stuff”, you have a multitude of features you can utilize and approaches you can take. This session seeks to help clarify what SharePoint is, demystify the myriad of options available (on premise, online and from 3rd parties), and map SharePoint capabilities to the common Project Manager’s needs - however big or small they may be.
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SharePoint 101 for the Busy Project Manager
Sean Wallbridge – SharePoint MVP, itgroove
www.sharepointsummit.org
I’m a reluctant PM
Who is this guy?
Sean Wallbridge 20 years as a technology consultant & trainer 10 years as a business owner (itgroove) SharePoint MVP (5 years) Learn More:
• Company Web Site: www.itgroove.net• My Blog: www.brainlitter.com• Twitter: @itgroove
www.sharepointsummit.org
What am I about?
SharePoint Tour Guide SharePoint Jedi Bob Ross of SharePoint
Jedi Master NorrisThe Sith are screwed now…
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Agenda Project Challenges & Why Use SharePoint? Options for the Busy PM Demo – Empower a Project Team
www.sharepointsummit.org
A successful project requires…
A Great Team Good Governance Best in Class Tools
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Oh the Pain…
Primary Pain Points of the Busy PM
Email is familiar but a lousy sharing tool Lack of quality tools for sharing other project artifacts Our Internal & External teams are just not connected
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Why SharePoint?It’s already the place you put some of your stuff
Likely
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What is SharePoint?
“The Business Collaboration Platform for the Enterprise and the Web”
Connect and Empower People
Cut Costs with a Unified Infrastructure
Rapidly Respond to Business NeedsBORING!
SharePoint is AwesomeSauceTM
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What is SharePoint Really?
Internet, Intranet and Extranet xMS Search for Content and People House View (Dashboards)
What’s on Today, This Week, This Month
SharePoint is a website to put & find your stuff.So, why not your Project Stuff?
www.sharepointsummit.org
SharePoint is not a tool … SharePoint is a framework
Applications, BusinessProcesses, Databases and Projects
SharePoint
Data Silos• No Scale• Some software, some websites• Separate support lifecycles• Introverted, no desire or ability to share
One Strategic (Go To) Platform• Corporate Intranet, Extranet and Internet• Unified Presentation Layer – the “House View”• First choice for prototypes/solutions to new problems• Scalability, Reporting, Dashboards• Anytime, Anywhere on Anything
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Anytime Access
Your Stuff
Staff
Partners
Customers
Anyone
Anywhere
Anything
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SharePoint Deployment Scenarios
Individual
TeamsDivision
Enterprise
Extranet
Internet
And Project Teams
I need to knowabout my tasks
Management needsProject visibility
We need to share Projectdata with Vendors,
Partners and Customers
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Options for the Busy PMProject Server, Office 365, SharePoint … Oh My?
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So what about my Project Stuff?
Two Options. (But) they’re both SharePoint
Project Server
SharePoint
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Project ServerIn 2 minutes or less…
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Project Server/Project Online
“We require an end to end Program/Portfolio Solution with Visibility & Control, Scheduling &
Insights”
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Project Server
•The New PMO•The Mature PMOProject
Server
Just SharePoint
Benefits Project and Portfolio Management Visibility and Control Scheduling and Insight
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Project Server Gallery
Portfolio View
Team Members View
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Project Server Licensing
SharePoint Server
SharePoint Standard
CALSharePoint Enterprise CAL
Project Server
Project Server CAL
Project Professional
Project Online
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Whew.Ain’t got no time for that…
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SharePoint“Dude. We just need to collaborate as a team on
projects”
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SharePoint
•No established PMO•Light Project Management•Managing Existing PMO Artifacts
Just SharePoint
Project Server
Benefits Project Collaboration Task Management Scheduling and Insight synched
with Project Professional
Office 365/SharePoint Online
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PMO Dashboard Schedule Management Contract Management Scope Management Change Management
Budget Management Resource Management Risk Management Status Control / KPI Reports
5
4 3Process:
Create SharePoint Team Site when Project
Approved Project Pipeline
Reporting & Visibility
Project Workspaces
Project 2Project
Documents
Schedule
IssuesScope
Changes
Workflows
Artifacts
Status Reports
Project 1Documents
Schedule
IssuesScope
Changes
Workflows
Artifacts
Status Reports
SharePoint & the Project Pipeline
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Recipe for Success
PMO Global Site = Organizational Visibility
Sites + Libraries + Lists = Great Project Team Tools
Tasks (via Work Management) = Assignments & Accountability
go.company.com
Corporate Teams
HR
Finance
Sales
Projects
Project X
Project Y
Knowledge Base
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What would Bob Say?Set the Canvas and bring on the Happy Clouds and Van
Dyke Brown
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Project Collaboration Project Team Site
View Project Data Anywhere, at Anytime on Anything Search and Visibility of all content Dashboards and BI
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Document Management Document Libraries
• “One Version of the Truth”• Collaborating with links• Approval & Feedback Workflows
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Project Tracking SharePoint Lists & Forms
Project Site Lists Risks Issues Tasks Contacts
Calendars Decisions
Global Project Registry List
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Project Visibility Dashboards
Real Time Reporting & Visibility What’s On?
Today? This Week? This Month?
Concerns & What Requires Attention? What is waiting on me? What are my peers working on? What risks are outstanding or tasks that are overdue?
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Bits and BobsJust didn’t fit anywhere else…
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What’s new in SharePoint 2013?
Already using SharePoint 2010 or 2007? Here’s the best of what’s new… Project Site Template with Timelines & Summaries Work Management – “A task is a task is a task” Inline Search
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Office 365 in one slide…
portal.microsoftonline.com
Team Sites & Dashboards
Instant Messaging Email Public Website
Other Goodies
Project Online
Yammer
CRM
More…
SharePoint Lync Exchange Also SharePointServices
Software
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Umm. I don’t know about this cloud thing
Pro’s of On Premise Pro’s of the Cloud
Complete control over your data Predictable Costs via Rental Model
Complete control over customizations
Always current
Control of timing of upgrades Easy to Scale
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OneNote. The Secret Weapon
Manage Notes and Meetings in the weekly “campfire” Assign a checklist as a single task Synchronize your project notes on a PC, mobile device and browser
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3rd Party Tools
Workflow Tools Outlook to SharePoint integration Apps for Mobile Devices (and Offline forms) Office 365 App Store & Other Web Parts
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Stop. Demo Time.Empower a Project Team
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The Project Team Site and Where it Fits
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The Project Team Site and Where it Fits
go.mapleleafs.com
Corporate Teams
Marketing
Finance
Sales
Projects
Parade Route
Archives : Luongo
Knowledge BaseBrian
Burke Jr.
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Questions?Go Leafs…