5 Ways SharePoint will Benefit your PMO

Webinar Series

5 Ways SharePoint Can Benefit Your PMO

March 16, 2011

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Presented by:

Webinar Series

5 Ways SharePoint Can Benefit Your PMO

Presented by:

March 16, 2011

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Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.TWITTER #KMASP

Housekeeping Items

• Experiencing Issues? • Change color of your seat to RED

• Questions for Speakers? • Submit questions during webinar

• Twitter Discussion• #kmasp

• Feedback• Webinar Feedback• Next Steps/Moving Forward

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ABOUT KMA

• Founded in 1995, focused on New England

• 25 employees, technical DNA

• Industries: Professional Services, Life Sciences & Financial Services

• Technologies:• SharePoint, SQL Server, Office, and Visual

Studio.NET

• Specialties: • Collaboration: Portals, Websites, Communities

and Content Management

• Insight: Enterprise Search and Business Intelligence

• Productivity: Forms, Workflow, Office Client Customization


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About the Speakers – Amy Talhouk

• KMA Associate focused on Project Management and Business Analysis

• 15 year IT Professional

• 10 years focused on Financial Services Consulting

• Supported and promoted SharePoint and Project Server in various capacities since 2004

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About the Speakers – Mark C. Hall

• President: William George Associates

• Former Aviation Industry Executive

• Acknowledged in the History of Eastern Airlines , From the Captain to the Colonel, by Robert J. Serling

• Manager for Donald Trump’s airline

• Co-Founded WGA in 2002

• Massachusetts High Technology Council Board of Directors

• Husband, Father, and Youth Baseball Coach

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Agenda

• Six stage maturity model relative to 2010

• Leveraging SharePoint 2010 of project dashboards and governance

• Project Server – why or why not?

• Questions & Answers

• Summary, resources and next steps

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

TWITTER #KMASP

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Six Stage Maturity Model

None

• No systems or process, no control over what projects are active

Tracking

• Simple tracking systems to define list of active projects, shared folder for documents

Collaboration

• Web-based collaboration for project teams on tasks and documents

Planning

• Standardized maintenance of project plans, tasks, resources and schedules

Management

• Financial management of project activity across multiple projects

• Centralized issue and status reporting

Portfolio• Formalized project

approval• Detailed Resource

planning, capacity, and optimized forecasting

http://blogs.kma-llc.net/microknowledge/2009/08/project-management-evolution-and-microsoft-sharepoint-solutions.html


















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SharePoint Coverage Across the Maturity Model

Stage Activities Governance

None • No systems or process, no control over what projects are active

• None

Tracking • Simple tracking systems • SharePoint List• SharePoint Document

Collaboration • Web-based collaboration for project teams on tasks and documents

• SharePoint Team Site

Planning • Standardized maintenance of project plans, tasks, resources and schedules

• MS Project 2010• SharePoint Team Site

Management • Financial management of project activity across multiple projects


• MS Project 2010/Project Server 2010• SharePoint Team site• Custom Dashboard

Portfolio • Formalized project approval• Detailed Resource planning, capacity, and

optimized forecasting

• MS Project Server 2010• SharePoint 2010


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Maturity Level - Tracking

• Simple tracking systems

• SharePoint List

• SharePoint Document Library


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Maturity Level - Collaboration

• Web-based collaboration for teams

– SharePoint Teamsite• Calendar

• Task List

• Risk List

• Contacts

• Documents

• Announcements

http://msshome2010/Projects/smallproject/SitePages/Home.aspx


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Project Maturity Level - Planning


– MS Project 2010

– SharePoint Team Site


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Project Maturity Level - Management



– MS Project Server 2010

– SharePoint Team site

– Dashboard


TWITTER #KMASP

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TWITTER #KMASP

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The decision whether to move to Project Server 2010 is related to the following factors:

o Where you are on the maturity scale

o The complexity of your projects

o The size of your portfolio of projects

o Your need to manage resources

o The amount of effort required to produce reports and dashboards

o The amount of pain lack of governance is causing

Project Server – Why or Why Not?


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Where are you on this Maturity Curve?

None

• No systems or process, no control over what projects are active

Tracking

• Simple tracking systems to define list of active projects, shared folder for documents

Collaboration

• Web-based collaboration for project teams on tasks and documents

Planning


Management



Portfolio• Formalized project

approval• Detailed Resource

planning, capacity, and optimized forecasting


= Project Server 2010

















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The Complexity of your Projects

Rule of Thumb > 30 lines,

> 10 projects



The Size of your Portfolio of Projects($)

Rule of Thumb>$5m



Your Need to Manage Resources

Need to allocate 25% for

maintenance and firefighting?



How much time does it take to generate this?



Governance from Project Selection through all Stages and Phases



Project Server 2010 is built on SharePoint 2010



Recap – Five Ways*

1. Basic project tracking via lists and libraries

2. Collaboration via team sites and standardized templates

3. Dashboards for issue and status reporting

4. Approvals via workflow

5. Native integration with Project Server, BCS integration with other line-of-business applications

Flickr photo credit: woodleywonderworkshttp://www.flickr.com/photos/wwworks/3196112134/in/photostream/(via creative commons license)

* There are more!

http://www.flickr.com/photos/wwworks/3196112134/in/photostream/

http://www.flickr.com/photos/wwworks/3196112134/in/photostream/



Questions and Answers



Resources

• From Microsoft:

– Terrific trove of MS-Project resources throughout Microsoft: http://blogs.msdn.com/b/project/archive/2011/01/14/help-where-s-the-help.aspx

• Other:

– Paul Culmsee’s (@paulculmsee) blog, featuring many PM themes around SharePoint projects: http://www.cleverworkarounds.com/category/sharepoint/governance/project-management/

– Dux Raymond’s (@meetdux) book on SharePoint and Project Management: http://oreilly.com/catalog/9780596520151

http://blogs.msdn.com/b/project/archive/2011/01/14/help-where-s-the-help.aspx










http://www.cleverworkarounds.com/category/sharepoint/governance/project-management/





http://oreilly.com/catalog/9780596520151





Resources: How KMA Can Help

• Content:• Online content, blogs, articles available through www.kma-llc.net/insights

• Monthly live seminars/webinars, recent topics at www.slideshare.net/kmallc

• Upcoming Events:• April 9th SharePoint Saturday Boston: http://www.sharepointsaturday.org/boston

• April 20th Webinar: TBD

• More at: http://www.kma-llc.net/insights/Pages/NewsEvents.aspx

• Offerings• SharePoint Health Check, Readiness Assessments - short-term, fixed price

engagements

• Deployment Planning Services – co-funded by Microsoft and with SA benefits

• Solution Briefing – half-day roadmapping sessions at your location

http://www.kma-llc.net/insights



http://www.slideshare.net/kmallc

http://www.sharepointsaturday.org/boston

http://www.kma-llc.net/insights/Pages/NewsEvents.aspx






KMA Solution Briefing Offer

Three simple steps for qualified webinar attendees:

1. contact KMA (via follow-up info)

2. line up your stakeholders

3. schedule KMA EPM roadmapping session



In Closing…

• How to get (and share) a copy of today’s slides

• How to continue the conversation and provide feedback:

Thank you to our speakers and attendees!!!

Name Twitter E-mail Phone

Amy Talhouk @atal64 atalhouk[at]kma-llc[dot]net 781.693.6829

Mark Hall @mchall_williamg mhall[at]williamgeorge[dot]net 978.352.2163

Mike Gilronan @mikegil Mgilronan [at]kma-llc[dot]net 781.693.6823