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7 Ways To Leverage
      SharePoint 2010 For
 Project Management Success


           Dux Raymond Sy, PMP




Watch recorded presentation: http://vimeo.com/13656768
Presentation Objectives
  After completing this presentation, you will be able to
   describe the benefits of utilizing SharePoint 2010 as a
   Project Management Information System (PMIS)

  In addition, you will be able to comprehend SharePoint’s
   capabilities to
       Support project planning, tracking and controlling
       Enable efficient document management
       Integrate common project management tools
       Facilitate team collaboration
       Automate project processes
       Generate relevant project reports
       Allow mobile PMIS access


Twitter: @meetdux                           Hashtag: #sp4pm
Dux Raymond Sy, PMP
                      Managing Partner, Innovative-E, Inc.

                      Author, “SharePoint for Project
                       Management” by O’Reilly Media

                      For more information, connect with Dux

                          E-Mail: dux.sy@innovative-e.com

                          Twitter: twitter.com/meetdux

                          LinkedIn: meetdux.com/li

                          Blog: meetdux.com



Twitter: @meetdux                            Hashtag: #sp4pm
Agenda
  Challenges of Project Management

  Why SharePoint 2010?

  7 Ways to Leverage SharePoint 2010 for PM Success

  Questions and Answers




Twitter: @meetdux                     Hashtag: #sp4pm
Courtesy of NicksTrafficTricks.com
 Twitter: @meetdux                   Hashtag: #sp4pm
Challenges of Project Management
  Lack of Standardized Process

  Poor Communications

  Ineffective Project Information Management
    Centralized Repository
    Traceability
    Access Privileges
    Relevance
    Reporting

  Inefficient Team Collaboration




Twitter: @meetdux                     Hashtag: #sp4pm
Agenda
  Challenges of Project Management

  Why SharePoint 2010?

  7 Ways to Leverage SharePoint 2010 for PM Success

  Questions and Answers




Twitter: @meetdux                     Hashtag: #sp4pm
Share

                     +

                    Point


Twitter: @meetdux           Hashtag: #sp4pm
What is Microsoft SharePoint 2010?
  The business collaboration platform for the enterprise and
   the web

  Can provide collaborative project management tools to
    Centralize project artifacts
    Streamline communication
    Generate relevant reports
    Interact with other Microsoft
     tools




Twitter: @meetdux                        Hashtag: #sp4pm
What’s a PMIS?
  A standardized set of automated project management
   tools available within the organization and integrated into
   a system

  Used by the project management team to
    Support the generation and maintenance of project
     artifacts
    Facilitate communication and feedback
    Monitor project activities
    Control project changes
    Analyze and forecast project performance

  Contains real-time information essential for initiating,
   planning, executing, controlling, and closing a project

Twitter: @meetdux                         Hashtag: #sp4pm
In a Perfect World
  PMIS should be appropriate to PM Maturity, skill set and
   existing tools

  Accessibility
    Information needed can be
     accessible in a central location
    Traceability
    One-stop shop

  Team collaboration
    Easily work with colleagues
     whenever, wherever, and however



Twitter: @meetdux                         Hashtag: #sp4pm
SharePoint 2010 as a PMIS
  PMs are empowered to create a SharePoint 2010 site that
   serves as a PMIS
    IT intervention is minimal
    Based on familiar tools and technologies: Web, Windows,
     Microsoft Office

  Access can be limited to the project team and
   appropriate stakeholders

  Project artifacts can be centrally stored
   and maintained

  Project communications can be
   streamlined


Twitter: @meetdux                           Hashtag: #sp4pm
Agenda
  Challenges of Project Management

  Why SharePoint 2010?

  7 Ways to Leverage SharePoint 2010 for PM Success

  Questions and Answers




Twitter: @meetdux                     Hashtag: #sp4pm
#1 Easily Create a PMIS
  PMs can create relevant PMIS
    Define PMIS components
    Enable stakeholder access

  If deployed appropriately, IT does not
   have to deal with
    Updating content
    Defining account
     privileges
    Maintaining a
     document repository




Twitter: @meetdux                           Hashtag: #sp4pm
Interactive Demonstration




           Utilizing SharePoint 2010 to Create a PMIS



Twitter: @meetdux                        Hashtag: #sp4pm
#2 Efficiently Store Project Artifacts
  SharePoint provides various tools to effectively centralize
   and manage project information
    Project Schedule
    Project Documents
    Change Request
    Risk/Issue Log
    Budget

  Document management features
    Information storage
    Check-in/check-out
    Version control
    Content approval
Twitter: @meetdux                          Hashtag: #sp4pm
Example: PMIS Calendar in Outlook




Twitter: @meetdux          Hashtag: #sp4pm
#3 Facilitate Better Collaboration

  Project information collaboration
    Jointly develop documents with document
     workspaces
    Requirements clarification with discussion boards
    Initiate and maintain meeting artifacts with meeting
     workspaces
    Document lessons learned with Wikis

  Synchronize Project 2010
   with SharePoint 2010




Twitter: @meetdux                      Hashtag: #sp4pm
Interactive Demonstration




        Synchronize Project 2010 with SharePoint 2010



Twitter: @meetdux                       Hashtag: #sp4pm
#4 Enhance Communication
  Right information for the right stakeholder at the right time
    Tasks
    Schedule
    Reports

  Relevant project information access
    Appropriate privileges can be defined based on
     project communication needs




Twitter: @meetdux                          Hashtag: #sp4pm
#5 Automate Project Processes
  Common project workflows
    Change Control
    Expense Reimbursement
    Vacation Request

  SharePoint workflows
    Out of the Box
    Custom workflows




Twitter: @meetdux             Hashtag: #sp4pm
Interactive Demonstration




    Automating Change Request with SharePoint 2010



Twitter: @meetdux                  Hashtag: #sp4pm
#6 Generate Relevant Reports
  SharePoint can be used to generate relevant
    Interactive summary of a project
    Project tasks information
    Automated alerts

  Dashboards can be created using Web Parts




Twitter: @meetdux                       Hashtag: #sp4pm
Interactive Demonstration




       Creating a PM Dashboard with SharePoint 2010



Twitter: @meetdux                     Hashtag: #sp4pm
#7 Enable Mobile Access
  A mobile version of a SharePoint site is created
   automatically upon creation of a site
    Accessed via the subdirectory /m/
       http://sharepointcafe/m/
    Web pages are optimized and formatted for a mobile
     browser

  In addition, e-mail can be used to interact with a
   SharePoint PMIS

  Read “Maximizing SharePoint 2010 on a Mac + iPhone +
   iPad” http://bit.ly/9IX851




Twitter: @meetdux                         Hashtag: #sp4pm
SharePoint 2010 on an iPhone




Twitter: @meetdux          Hashtag: #sp4pm
Agenda
  Challenges of Project Management

  Why SharePoint?

  7 Ways to Leverage SharePoint for PM Success

  Questions and Answers




Twitter: @meetdux                     Hashtag: #sp4pm
Questions?

                           E-Mail: dux.sy@innovative-e.com

                           LinkedIn: meetdux.com/li

                           Blog: meetdux.com

                           Twitter: meetdux




                    How did you like the presentation?
                      http://meetdux.com/feedback


Twitter: @meetdux                             Hashtag: #sp4pm
Thank
 You!

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7 Ways To Leverage SharePoint 2010 for Project Management Success

  • 1. 7 Ways To Leverage SharePoint 2010 For Project Management Success Dux Raymond Sy, PMP Watch recorded presentation: http://vimeo.com/13656768
  • 2. Presentation Objectives   After completing this presentation, you will be able to describe the benefits of utilizing SharePoint 2010 as a Project Management Information System (PMIS)   In addition, you will be able to comprehend SharePoint’s capabilities to   Support project planning, tracking and controlling   Enable efficient document management   Integrate common project management tools   Facilitate team collaboration   Automate project processes   Generate relevant project reports   Allow mobile PMIS access Twitter: @meetdux Hashtag: #sp4pm
  • 3. Dux Raymond Sy, PMP   Managing Partner, Innovative-E, Inc.   Author, “SharePoint for Project Management” by O’Reilly Media   For more information, connect with Dux   E-Mail: dux.sy@innovative-e.com   Twitter: twitter.com/meetdux   LinkedIn: meetdux.com/li   Blog: meetdux.com Twitter: @meetdux Hashtag: #sp4pm
  • 4. Agenda   Challenges of Project Management   Why SharePoint 2010?   7 Ways to Leverage SharePoint 2010 for PM Success   Questions and Answers Twitter: @meetdux Hashtag: #sp4pm
  • 5. Courtesy of NicksTrafficTricks.com Twitter: @meetdux Hashtag: #sp4pm
  • 6. Challenges of Project Management   Lack of Standardized Process   Poor Communications   Ineffective Project Information Management   Centralized Repository   Traceability   Access Privileges   Relevance   Reporting   Inefficient Team Collaboration Twitter: @meetdux Hashtag: #sp4pm
  • 7. Agenda   Challenges of Project Management   Why SharePoint 2010?   7 Ways to Leverage SharePoint 2010 for PM Success   Questions and Answers Twitter: @meetdux Hashtag: #sp4pm
  • 8. Share + Point Twitter: @meetdux Hashtag: #sp4pm
  • 9. What is Microsoft SharePoint 2010?   The business collaboration platform for the enterprise and the web   Can provide collaborative project management tools to   Centralize project artifacts   Streamline communication   Generate relevant reports   Interact with other Microsoft tools Twitter: @meetdux Hashtag: #sp4pm
  • 10. What’s a PMIS?   A standardized set of automated project management tools available within the organization and integrated into a system   Used by the project management team to   Support the generation and maintenance of project artifacts   Facilitate communication and feedback   Monitor project activities   Control project changes   Analyze and forecast project performance   Contains real-time information essential for initiating, planning, executing, controlling, and closing a project Twitter: @meetdux Hashtag: #sp4pm
  • 11. In a Perfect World   PMIS should be appropriate to PM Maturity, skill set and existing tools   Accessibility   Information needed can be accessible in a central location   Traceability   One-stop shop   Team collaboration   Easily work with colleagues whenever, wherever, and however Twitter: @meetdux Hashtag: #sp4pm
  • 12. SharePoint 2010 as a PMIS   PMs are empowered to create a SharePoint 2010 site that serves as a PMIS   IT intervention is minimal   Based on familiar tools and technologies: Web, Windows, Microsoft Office   Access can be limited to the project team and appropriate stakeholders   Project artifacts can be centrally stored and maintained   Project communications can be streamlined Twitter: @meetdux Hashtag: #sp4pm
  • 13. Agenda   Challenges of Project Management   Why SharePoint 2010?   7 Ways to Leverage SharePoint 2010 for PM Success   Questions and Answers Twitter: @meetdux Hashtag: #sp4pm
  • 14. #1 Easily Create a PMIS   PMs can create relevant PMIS   Define PMIS components   Enable stakeholder access   If deployed appropriately, IT does not have to deal with   Updating content   Defining account privileges   Maintaining a document repository Twitter: @meetdux Hashtag: #sp4pm
  • 15. Interactive Demonstration Utilizing SharePoint 2010 to Create a PMIS Twitter: @meetdux Hashtag: #sp4pm
  • 16. #2 Efficiently Store Project Artifacts   SharePoint provides various tools to effectively centralize and manage project information   Project Schedule   Project Documents   Change Request   Risk/Issue Log   Budget   Document management features   Information storage   Check-in/check-out   Version control   Content approval Twitter: @meetdux Hashtag: #sp4pm
  • 17. Example: PMIS Calendar in Outlook Twitter: @meetdux Hashtag: #sp4pm
  • 18. #3 Facilitate Better Collaboration   Project information collaboration   Jointly develop documents with document workspaces   Requirements clarification with discussion boards   Initiate and maintain meeting artifacts with meeting workspaces   Document lessons learned with Wikis   Synchronize Project 2010 with SharePoint 2010 Twitter: @meetdux Hashtag: #sp4pm
  • 19. Interactive Demonstration Synchronize Project 2010 with SharePoint 2010 Twitter: @meetdux Hashtag: #sp4pm
  • 20. #4 Enhance Communication   Right information for the right stakeholder at the right time   Tasks   Schedule   Reports   Relevant project information access   Appropriate privileges can be defined based on project communication needs Twitter: @meetdux Hashtag: #sp4pm
  • 21. #5 Automate Project Processes   Common project workflows   Change Control   Expense Reimbursement   Vacation Request   SharePoint workflows   Out of the Box   Custom workflows Twitter: @meetdux Hashtag: #sp4pm
  • 22. Interactive Demonstration Automating Change Request with SharePoint 2010 Twitter: @meetdux Hashtag: #sp4pm
  • 23. #6 Generate Relevant Reports   SharePoint can be used to generate relevant   Interactive summary of a project   Project tasks information   Automated alerts   Dashboards can be created using Web Parts Twitter: @meetdux Hashtag: #sp4pm
  • 24. Interactive Demonstration Creating a PM Dashboard with SharePoint 2010 Twitter: @meetdux Hashtag: #sp4pm
  • 25. #7 Enable Mobile Access   A mobile version of a SharePoint site is created automatically upon creation of a site   Accessed via the subdirectory /m/   http://sharepointcafe/m/   Web pages are optimized and formatted for a mobile browser   In addition, e-mail can be used to interact with a SharePoint PMIS   Read “Maximizing SharePoint 2010 on a Mac + iPhone + iPad” http://bit.ly/9IX851 Twitter: @meetdux Hashtag: #sp4pm
  • 26. SharePoint 2010 on an iPhone Twitter: @meetdux Hashtag: #sp4pm
  • 27. Agenda   Challenges of Project Management   Why SharePoint?   7 Ways to Leverage SharePoint for PM Success   Questions and Answers Twitter: @meetdux Hashtag: #sp4pm
  • 28. Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux How did you like the presentation? http://meetdux.com/feedback Twitter: @meetdux Hashtag: #sp4pm