KMA Insights Webinar March 2010 Collaboration In Project Driven Orgs Pdf

SharePoint On Premise or In the Cloud?

Microsoft SharePoint and Project Server
Collaboration in Project-Driven Organizations

KMA Insights Webinar Series

March 24, 2010

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Twitterhashtag#kmaspproj
Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.

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

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About the Presenters

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Twitterhashtag#kmaspproj Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.

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

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Enterprise Project Management –
A Maturity Model

Portfolio Optimization

Work Management

Resource Management

Team Collaboration

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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

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100 Level – Document Libraries

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200 Level – Project Tasks

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200 Level – Tools/Templates

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200-300 Level – Business Process Automation

• Forms-based
workflow for project
initiation
• See
http://www.codeplex
.com/EPMINFOPATH
for more details

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300 Level – Line-of-Business Integration

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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

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Dashboards for Executives

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Microsoft Project 2007 for PM’s

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

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View Of Project 2007 Interface

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Resource Management

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Team Members use the Web (PWA)

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Enhanced Reports/View using SSRS and MOSS

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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!

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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

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What’s Coming in 2010
(for Collaboration in Project-driven orgs)
Key SharePoint Server Key Project Server Changes
Changes • PPM/PS Integration
• Social • Integrated Demand
• Search Management
• Metadata • User Controlled
improvements Scheduling
• LOB integration
improvements

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SharePoint 2010 -- More social

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SharePoint 2010 – More Search Capabilities

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SharePoint 2010 – InfoPath Forms Editing

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SharePoint 2010 – Other Key Improvements

• Managed metadata:
http://www.sharepointsaturday.org/boston/Lists/Me
etingResources/ChrisMcNulty_MMS2010.pptx

• Line-of-business integration via Business
Connectivity Services (BCS)

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Project Server 2010- Portfolio and
Project Management together at last!

Business Case
Demand Definition Portfolio
Management Prioritization

Portfolio Portfolio
Reporting Optimization
Capacity
Planning

Resource
Project Management Project
Reporting Scheduling

Time Team
Reporting Collaboration
Issues and Risk
Management

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Project Server 2010-
Integrated Demand Management

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Project Server 2010-
User Controlled scheduling

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

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Resources and Next Steps

• Project Management Maturity Assessment
• Business Productivity Maturity Assessment
• SharePoint Deployment (and Upgrade) Planning

• Events:
Office 2010 “First Look” In-Person April 22 CompuWorks
Event
Microsoft’s Boston Launch Event for April 29 Boston Convention &
Office 2010 Expo Center
PMI Mass Bay PDU Day May 1 Bentley College

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Thank You!

• Contact Mike Gilronan • Contact Mark Hall

• Mgilronan[at]kma- • Mhall[at]williamgeorge[d
llc[dot]net ot]net
• 781.693.6823 • 978.352.2163
• Twitter: [at]mikegil • http://www.williamgeorge.net

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Twitterhashtag#kmaspproj Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.

KMA Insights Webinar March 2010 Collaboration In Project Driven Orgs Pdf

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