pmi mass bay v3

PMI Mass BayProfessional Development Day

Prioritization, Selection, and Collaboration: The Powerful Integration of Request Management and

Project Management Tools

Mark Hall, PMP and Mike Gilronan, PMP

About the SpeakersMark Hall

President

William George Associates

• 30 years’ experience in aviation, semiconductor, and professional services industries.

• Portfolio and project management consulting.

• Expertise: Relationship between human factors and technology implementation and adoption.

Mike Gilronan

Partner

Knowledge Management Associates

• 20 years’ experience in software and professional services industries.

• Knowledge management and information worker solutions.

• Expertise: Microsoft-based technologies that make information workers more collaborative, insightful, and productive.

(3)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.

All rights reserved.

Setting the Stage – Today’s Focus

• How do we make project-driven organizations more efficient at planning and delivering projects?

• Frameworks:– PMBOK sections– Maturity Model

• Some tools:– Microsoft Office Project Server– Microsoft Office SharePoint Server– Microsoft PPM– ReQue-M™ Request Management Solution



Setting the Stage: Today’s Scenario

• CFO is key stakeholder/requestor– Latest audit results: “You need to improve your revenue

recognition processes.”

– Needs to commission IT project to implement Rev Rec system/module.

• CIO needs to field request, prioritize relative to other ongoing and upcoming IT initiatives.

• Collaboration and visibility are key across org units.



Project Initiation: Develop Project Charter

Inputs

• Statement of Work

• Business Case

• Contract

• Organization Process Assets

Tools & Techniques

• Expert Judgment

Outputs

• Project Charter




Maturity Level Processes Tools

Low Not consistent, not documented

Data Formats: Word processing documents, e-mail, spreadsheets.Storage: no common repository, individual hard drives.

Medium Templates exist, but process not consistent or repeatable.

Consistently formatted documents stored in a common repository such as file shares, public folders, team sites.

High SOPs govern consistent, repeatable use of common templates.

Searchable common repository with integrated forms, templates, workflow.



• Demonstration:

– Collaborative team workspace

– Content types and templates

– Forms and workflow




Project Prioritization and Selection

Inputs

• Prioritized Business Drivers

• Organizational Capability

• Organizational Capacity

• Regulatory Requirements

Tools & Techniques

• Strategy Planning

• ROI Analysis

• ReQue-M™

• Project Server

Outputs

• Portfolio of Projects




Maturity Level Processes Tools

Low Gut, whim, informal exec-level discussions.

Data Formats: e-mail, spreadsheets.Storage: no common repository, individual hard drives.

Medium Some structure to annual planning process. Periodic portfolio review.

Spreadsheets, maybe connected, in a common repository.

High Dynamic, data-driven, and agile planning processes.

Collaborative integrated PPM tools.



• Demonstration:

– Project Portfolio Management

– Capacity modeling

– Alignment to organizational goals and objectives




ReQue-M™ HomePage

Site is Integrated with Project Server using a Tab Structure

12



ReQue-M™ Request List

Requests List

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ReQue-M™ Request List

Requests are grouped by status

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ReQue-M™ New Request Page• Here You Can Enter Important Information about the Request

• Information Can Be Customized

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ReQue-M™ Email Workflow• New Requests are automatically routed to the user’s manager for approval

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Are Resources Available? Check Project Server



ReQue-M™ Creating the Project• Once a request is approved an associated MS Project Server Enterprise Project Can

be Created…

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ReQue-M™ Creating the Project (Cont)• Here is the Create Project Page…

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ReQue-M™ Creating the Project (Cont)• And Resulting Link to the Project Workspace

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Manage Projects with Project Server



Additional Resources

• Project Management and Collaboration Tools Webinar (by KMA/WGA in March): http://www.slideshare.net/kmallc/kma-insights-webinar-collaboration-in-project-driven-orgs-final

• Monthly webinars:– KMA: http://www.kma-llc.net/insights/Pages/Webinars.aspx

– WGA: [Mark to provide]

• Blog (Paul Culmsee) & Book (Dux Raymond) on SharePoint and Project Management: http://www.cleverworkarounds.com/2008/11/23/book-review-sharepoint-for-project-management/

http://www.slideshare.net/kmallc/kma-insights-webinar-collaboration-in-project-driven-orgs-final



















http://www.kma-llc.net/insights/Pages/Webinars.aspx





http://www.cleverworkarounds.com/2008/11/23/book-review-sharepoint-for-project-management/














Thank you!

Mark HallWilliam George Associates, [email protected]: @mchall_williamg

Mike GilronanKnowledge Management Associates, [email protected]: http://kmamikegil-blog.kma-llc.net/Twitter: @mikegil

mailto:[email protected]




http://kmamikegil-blog.kma-llc.net/







Flickr Photo Credits

• Flickr photo “1906 - Proclamation by the Mayor of San Francisco” by Mat Honan athttp://www.flickr.com/photos/honan/122761749/

• Flickr photo “checklist2” by alancleaver2000 at http://www.flickr.com/photos/alancleaver/4439276736/sizes/o/

http://www.flickr.com/photos/honan/122761749/

http://www.flickr.com/photos/honan/122761749/

http://www.flickr.com/photos/alancleaver/4439276736/sizes/o/



pmi mass bay v3

Technology

project management consulting

project prioritization

workflow project initiation

request management solution

projectdriven organizations

searchable common repository

stage todays focushow

documenteddata formats