kma insights webinar: collaboration in project driven orgs final

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

SharePoint On Premise or In the Cloud?

Microsoft SharePoint and Project ServerCollaboration in Project-Driven Organizations

KMA Insights Webinar Series

March 24, 2010


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

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

About the Presenters


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


Enterprise Project Management – A Maturity Model

Resource Management

Work Management

Team Collaboration

Portfolio Optimization

Nailing Down PM Basics with SharePoint

Flickr Photo: “If I Had a Hammer” courtesy jurek d., used with permission under creative commons license

http://www.flickr.com/photos/jurek_durczak/175615318/


100 Level – Lists


100 Level – Document Libraries


200 Level – Project Tasks


200 Level – Tools/Templates


200-300 Level – Business Process Automation

• Forms-based workflow for project initiation

• See http://www.codeplex.com/EPMINFOPATH for more details

http://www.codeplex.com/EPMINFOPATH




300 Level – Line-of-Business Integration

Taking PM to the Next Level

Flickr Photo: “Yellow Stairs” Courtesy sudhamsu, used with permission under creative commons license

http://www.flickr.com/photos/jurek_durczak/175615318/


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


Dashboards for Executives


Microsoft Project 2007 for PM’s

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


View Of Project 2007 Interface


Resource Management


Team Members use the Web (PWA)


Enhanced Reports/View using SSRS and MOSS


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!


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

http://www.brightwork.com/

http://www.bamboosolutions.com/

http://www.corasworks.net/


What’s Coming in 2010(for Collaboration in Project-driven orgs)

Key SharePoint Server Changes• Social• Search• Metadata

improvements• LOB integration

improvements

Key Project Server Changes• PPM/PS Integration• Integrated Demand

Management• User Controlled

Scheduling


SharePoint 2010 -- More social


SharePoint 2010 – More Search Capabilities


SharePoint 2010 – InfoPath Forms Editing


SharePoint 2010 – Other Key Improvements

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

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

http://www.sharepointsaturday.org/boston/Lists/MeetingResources/ChrisMcNulty_MMS2010.pptx




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

Bottom Up Project Management

Top DownPortfolio

Management

Manage

SelectCreate Plan

Portfolio Prioritization

Capacity Planning

Demand Management

Portfolio Optimization

Portfolio Reporting

Business Case Definition

Project Scheduling

Issues and Risk Management

Project Reporting

Team Collaboration

Time Reporting

Resource Management


Project Server 2010- Integrated Demand Management

Control via Workflow Build Business Case

Work Request Workflow

IT Project Workflow

Business Project Workflow

Strategic Impact Assessment

Capture all Requests


Project Server 2010-User Controlled scheduling

Choose manually scheduled or automatically scheduled tasksOnly enter task data when you have itAdd notes to duration and date fieldsBe alerted to scheduling concerns with squiggly lines – then take action in Task Inspectors

User Controlled Scheduling

Manually Scheduled Tasks

Scheduling Concerns

Top Down Planning

Task with End Date Only

Reminder Notes


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


Resources and Next Steps

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

• Events:Office 2010 “First Look” In-Person Event

April 22 CompuWorks

Microsoft’s Boston Launch Event for Office 2010

April 29 Boston Convention & Expo Center

PMI Mass Bay PDU Day May 1 Bentley College

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

Thank You!

• Contact Mike Gilronan

• Mgilronan[at]kma-llc[dot]net

• 781.693.6823• Twitter: [at]mikegil

• Contact Mark Hall

• Mhall[at]williamgeorge[dot]net

• 978.352.2163• http://www.williamgeorge.net

mailto:[email protected]








kma insights webinar: collaboration in project driven orgs final

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