5 Ways SharePoint will Benefit your PMO
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The webinar discussed how SharePoint can support project management at different maturity levels, from basic tracking to portfolio management. It explained how SharePoint lists, libraries, and sites align with collaboration and planning stages. Later stages involve dashboards, approvals, and integrating Project Server and other applications. The webinar also covered factors in deciding whether to adopt Project Server and provided resources for learning more.
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5 Ways SharePoint will Benefit your PMO
- 1. Webinar Series March 16, 2011 5 Ways SharePoint Can Benefit Your PMO TOLL Free Access #: 1 877 366-0711 Canadian Toll Access #: 1 866 627-1651 International Toll Access #: Participant Passcode: 15274468# Presented by:
- 2. Webinar Series March 16, 2011 5 Ways SharePoint Can Benefit Your PMO Presented by:
- 3. 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 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (3)
- 4. 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 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (4)
- 5. 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 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (5)
- 6. 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 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (6)
- 7. 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 Twitter hashtag: (7)
- 8. Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (8)
- 9. Six Stage Maturity Model Portfolio Management • Formalized project Planning • Financial approval management of • Detailed Resource • Standardized planning, capacity, maintenance of project activity Collaboration across multiple and optimized project plans, tasks, • Web-based resources and projects forecasting collaboration for schedules • Centralized issue Tracking project teams on and status reporting tasks and • Simple tracking documents systems to define list of active None projects, shared folder for • No systems documents or process, no control over what projects are active http://blogs.kma-llc.net/microknowledge/2009/08/project-management-evolution-and-microsoft-sharepoint-solutions.html Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (9)
- 10. SharePoint Coverage Across the Maturity Model Stage Activities Governance None • No systems or process, no control over what • None projects are active Tracking • Simple tracking systems • SharePoint List • SharePoint Document Collaboration • Web-based collaboration for project teams • SharePoint Team Site on tasks and documents Planning • Standardized maintenance of project plans, • MS Project 2010 tasks, resources and schedules • SharePoint Team Site Management • Financial management of project activity • MS Project 2010/Project Server 2010 across multiple projects • SharePoint Team site • Centralized issue and status reporting • Custom Dashboard Portfolio • Formalized project approval • MS Project Server 2010 • Detailed Resource planning, capacity, and • SharePoint 2010 optimized forecasting Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (10)
- 11. Maturity Level - Tracking • Simple tracking systems • SharePoint List • SharePoint Document Library Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (11)
- 12. Maturity Level - Collaboration • Web-based collaboration for teams – SharePoint Teamsite • Calendar • Task List • Risk List • Contacts • Documents • Announcements Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (12)
- 13. Project Maturity Level - Planning • Standardized maintenance of project plans, tasks, resources and schedules – MS Project 2010 – SharePoint Team Site Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (13)
- 14. Project Maturity Level - Management • Financial management of project activity across multiple projects • Centralized issue and status reporting – MS Project Server 2010 – SharePoint Team site – Dashboard Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (14)
- 15. Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (15)
- 16. Project Server – Why or Why Not? 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 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (16)
- 17. Where are you on this Maturity Curve? Portfolio Management • Formalized project Planning • Financial approval management of • Detailed Resource • Standardized planning, capacity, maintenance of project activity Collaboration across multiple and optimized project plans, tasks, • Web-based resources and projects forecasting collaboration for schedules • Centralized issue Tracking project teams on and status reporting tasks and • Simple tracking documents systems to define list of active None projects, shared folder for • No systems documents or process, = Project Server 2010 no control over what projects are active http://blogs.kma-llc.net/microknowledge/2009/08/project-management-evolution-and-microsoft-sharepoint-solutions.html Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP (17)
- 18. The Complexity of your Projects Rule of Thumb > 30 lines, > 10 projects Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (18)
- 19. The Size of your Portfolio of Projects($) Rule of Thumb >$5m Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (19)
- 20. Your Need to Manage Resources Need to allocate 25% for maintenance and firefighting? Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (20)
- 21. How much time does it take to generate this? Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (21)
- 22. Governance from Project Selection through all Stages and Phases Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (22)
- 23. Project Server 2010 is built on SharePoint 2010 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (23)
- 24. 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: woodleywonderworks http://www.flickr.com/photos/wwworks/3196112134/in/photostream/ (via creative commons license) * There are more! Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (24)
- 25. Questions and Answers Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (25)
- 26. 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/govern ance/project-management/ – Dux Raymond’s (@meetdux) book on SharePoint and Project Management: http://oreilly.com/catalog/9780596520151 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (26)
- 27. 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 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (27)
- 28. 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 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (28)
- 29. In Closing… • How to get (and share) a copy of today’s slides • How to continue the conversation and provide feedback: 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 Thank you to our speakers and attendees!!! Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. TWITTER #KMASP Twitter hashtag: (29)