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.
1. SharePoint 101 for the Busy
Project Manager
Sean Wallbridge – SharePoint MVP, itgroove
2. Who is this guy?
www.sharepointsummit.org
Sean Wallbridge
20 years as a technology consultant & trainer
10 years as a business owner (itgroove)
SharePoint MVP (5 years)
Learn More:
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•
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Company Web Site: www.itgroove.net
My Blog: www.brainlitter.com
Twitter: @itgroove
I’m a
reluctant PM
3. What am I about?
www.sharepointsummit.org
SharePoint Tour Guide
SharePoint Jedi
Bob Ross of SharePoint
Jedi Master Norris
The Sith are screwed now…
5. A successful project requires…
www.sharepointsummit.org
A Great Team
Good Governance
Best in Class Tools
6. Oh the Pain…
www.sharepointsummit.org
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
10. What is SharePoint Really?
www.sharepointsummit.org
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?
11. SharePoint is not a tool … SharePoint is a framework
www.sharepointsummit.org
Applications, Business
Processes, Databases and Projects
SharePoint
Data Silos
One Strategic (Go To) Platform
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No Scale
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Corporate Intranet, Extranet and Internet
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Some software, some websites
Separate support lifecycles
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Unified Presentation Layer – the “House View”
First choice for prototypes/solutions to new problems
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Introverted, no desire or ability to share
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Scalability, Reporting, Dashboards
Anytime, Anywhere on Anything
17. www.sharepointsummit.org
“We require an end to end Program/Portfolio Solution
with Visibility & Control, Scheduling & Insights”
Project Server/Project Online
24. SharePoint & the Project Pipeline
www.sharepointsummit.org
Process:
Create SharePoint Team
Site when Project
Approved
3
4
5
Project Pipeline
PMO Dashboard
Schedule Management
Contract Management
Scope Management
Change Management
Budget Management
Resource Management
Risk Management
Status Control / KPI Reports
Reporting & Visibility
Project 1
Project 2
Work
flows
Documents
Project
Documents
Work
flows
Project Workspaces
Status
Reports
Schedule
Status
Reports
Schedule
Artifacts
Issues
Scope
Changes
Issues
Artifacts
Scope
Changes
25. Recipe for Success
www.sharepointsummit.org
PMO Global Site = Organizational Visibility
Sites + Libraries + Lists = Great Project Team Tools
Tasks (via Work Management) = Assignments & Accountability
go.company.com
Corporate Teams
Projects
HR
Project X
Finance
Project Y
Sales
Knowledge Base
27. Project Collaboration Project Team Site
www.sharepointsummit.org
View Project Data Anywhere, at Anytime on Anything
Search and Visibility of all content
Dashboards and BI
28. Document Management Document Libraries
www.sharepointsummit.org
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“One Version of the Truth”
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Collaborating with links
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Approval & Feedback Workflows
29. Project Tracking SharePoint Lists & Forms
www.sharepointsummit.org
Project Site Lists
Risks
Issues
Tasks
Contacts
Calendars
Decisions
Global Project Registry List
30. Project Visibility Dashboards
www.sharepointsummit.org
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?
32. What’s new in SharePoint 2013?
www.sharepointsummit.org
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
33. Office 365 in one slide…
www.sharepointsummit.org
portal.microsoftonline.com
SharePoint
Team Sites &
Dashboards
Lync
Instant
Messaging
Exchange
Email
Services
Also SharePoint
Public Website
Other Goodies
Project Online
Yammer
Software
CRM
More…
34. Umm. I don’t know about this cloud thing
www.sharepointsummit.org
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
35. OneNote. The Secret Weapon
www.sharepointsummit.org
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
38. The Project Team Site and Where it Fits
www.sharepointsummit.org
39. The Project Team Site and Where it Fits
www.sharepointsummit.org
go.mapleleafs.com
Brian
Burke Jr.
Corporate Teams
Projects
Marketing
Parade Route
Finance
Archives : Luongo
Sales
Knowledge Base