Delivered at the PMI Great Lakes Chapter Forum; November 2012

1. Maximize Project 2010 with
SharePoint 2010 for PM Success
Welcome!

2. Copyright
This is a work of Innovative-e, Inc. The information contained in
this document is the proprietary intellectual property of
Innovative-e, Inc. It is to be used only for your informational
purposes. Under no circumstances may any part of it be
reproduced or distributed to any third parties without prior
written permission from Innovative-e, Inc.

3. Today you’ll learn how to:
1. Identify the key challenges & trends for project and work
management success
2. Understand how to apply tools your people already use such
as MS Office and SharePoint
3. Enhance project transparency to key stakeholders
4. Empower team members and managers with information to
make proactive decisions

4. Presenting Today, Tim Cermak
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5. What is the most used project
management tool today?

6. The Reality of Corporate Decisions
Are CIO’s Losing Control?
July 7, 2011
@timcermak #pmoyt

7. The Reality of PM Today … chaos

8. Why is there PM Chaos?
The Business Ameba
Executive Visibility/Business Intelligence?
External
3rdParty SaaS, Internal High
SharePoint Maturity
Extranet, PPM Solutions?
Suppliers, Product
Partners... Corp Engineering
Comm
HR
IT
Internal Low Maturity PMO(s)
Departments & Work Legal
Groups:
(SharePoint sites,
email, etc.) and/or
3rd Party Apps
Workgroup Effectiveness? Enterprise Efficiencies?

9. Where are the Answers?
Core Challenge: Alignment
Level 1: Initial Level 2: Repeatable Level 3: Defined
 No PM  Basic [PM]
PEOPLE  [PM] Certification Competencies, Specializations
background knowledge
 Automated
Business Process
 Processes [PM] workflows , Modeling/Automation
PROCESS  Ad-hoc
Standardized portfolio (Demand Mgmt, Agile, Six Sigma)
reporting
 Templates,
Implementation
Scheduling and Support
 Paper, Word,
TOOLS Collaboration  Enterprise Tools Enhancements
Excel, Email Upgrades
Tool

10. The Revolution Is Here
#pmoyt @timcermak

11. PM on Your Terms
Get people working Build on enthusiasm over
Manage work proactively
efficiently together instead time with iterative
instead of reactively
of in silos increasingly beneficial
capabilities

12. Demo 1 Collaborate
Use tools familiar, build utility and benefit for immediate ‘Wins’
Audience:
• All departments
o Executives
o Managers
o People who manage work (line mgrs., PMs)
o People who do the work (Engineers, Department Staff, etc.)
Toolbox:
• SharePoint 2010 OOTB
• Office 2010 (Word, Excel)
What you’ll see:
• Team site for central artifact management
• Co-authoring with MS Word
• Excel sync to SharePoint list

13. Demo 2 Manage w/SharePoint
Enhance project transparency to key stakeholders
Audience:
• Lower Maturity organization (Internal Facilities Department)
o Line Managers
o Engineers
Toolbox:
• SharePoint 2010 OOTB (Out Of The Box)
• Microsoft Project Professional
What you’ll see:
• Portfolio view of project status
• Portfolio view of project artifacts

14. Demo 3 Manage w/EPM tools
Business Intelligence for proactive management
Audience:
• Higher Maturity PM organization (IT Department)
o Project Managers
o Team Members
Toolbox:
• Project Server 2010 on SharePoint
• Performance Point with Embedded SSRS (SQL Server Reporting
Services)
• OLAP Cubes & Straight Reporting against Project Server Db.
What you’ll see:
• BI Feature Mashup from SharePoint and Project Server - “One
stop glance at the health of the project”

15. Demo 4 SharePoint/Project 2013
Discovery Mode to see work assignments across enterprise departments
Audience:
• Project stakeholders
o Executives
o Project Managers
o Team Members
Toolbox:
• Project 2013 Online
• SharePoint 2013 Online
What you’ll see:
• Expose project high maturity information AND
• Visibility into lower maturity (different department) information

16. PMOYT Solutions Stack
Internal/ Project and Application Line of
Executive
External Portfolio Lifecycle Compliance Business
Visibility
Collaboration Management Management Integration

17. Register for Innovative-e’s:
“How to Build a Project Management Information
System (PMIS) with SharePoint 2010” 4-hour
hands-on webinar and save 30%!
Use promo code CERMAKPMI when registering
http://howtobuildapmis.eventbrite.com/

18. Question & Answers…

19. Thank You!
For more, please visit us at
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