KMA Insights Webinar: Collaboration In Project Driven Orgs Final

SharePoint On Premise or In the Cloud?

Microsoft SharePoint and Project ServerCollaboration in Project-Driven Organizations

KMA Insights Webinar Series

March 24, 2010

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

About the Presenters

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

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

100 Level – Lists

100 Level – Document Libraries

200 Level – Project Tasks

200 Level – Tools/Templates

200-300 Level – Business Process Automation

• Forms-based workflow for project initiation

• See http://www.codeplex.com/EPMINFOPATH for more details

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

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

Dashboards for Executives

Microsoft Project 2007 for PM’s

• Easier to use• Task change highlighting• Multi-level undo• Start project from an enterprise template

View Of Project 2007 Interface

Resource Management

Team Members use the Web (PWA)

Enhanced Reports/View using SSRS and MOSS

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!

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

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

SharePoint 2010 -- More social

SharePoint 2010 – More Search Capabilities

SharePoint 2010 – InfoPath Forms Editing

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)

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

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

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

In Closing…- Resources and Next Steps - Questions & Answers - Webinar Feedback- Upcoming Events & Future Topics

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

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

KMA Insights Webinar: Collaboration In Project Driven Orgs Final

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KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final

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