KMA Insights Webinar: Collaboration In Project Driven Orgs Final
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The document outlines a webinar discussing Microsoft SharePoint and Project Server's roles in enhancing project management for organizations. Key topics include best practices for utilizing SharePoint and Project Server together, upcoming features in SharePoint 2010, and enterprise project management strategies. It also highlights various integration options, workflows, and resource management improvements for project-driven organizations.
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KMA Insights Webinar: Collaboration In Project Driven Orgs Final
- 1. SharePoint On Premiseor In the Cloud?Microsoft SharePoint and Project ServerCollaboration in Project-Driven OrganizationsKMA Insights Webinar SeriesMarch 24, 2010
- 2. Housekeeping ItemsExperiencing Issues? Change color of your seat to REDQuestions for Speakers? Submit questions during webinarTwitter Discussion#kmaspprojFeedback Webinar Feedback Next Steps/Moving Forward
- 3.
- 4. Agenda:SharePoint: Whenand 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
- 5. Enterprise Project Management– A Maturity ModelPortfolio OptimizationWork ManagementResource ManagementTeam Collaboration
- 6. Nailing Down PMBasics with SharePointFlickr Photo: “If I Had a Hammer” courtesy jurek d., used with permission under creative commons license
- 7. 100 Level –Lists
- 8. 100 Level –Document Libraries
- 9. 200 Level –Project Tasks
- 10. 200 Level –Tools/Templates
- 11. 200-300 Level –Business Process AutomationForms-based workflow for project initiationSee http://www.codeplex.com/EPMINFOPATH for more details
- 12. 300 Level –Line-of-Business Integration
- 13. Taking PM tothe Next LevelFlickr Photo: “Yellow Stairs” Courtesy sudhamsu, used with permission under creative commons license
- 14. The Next Level:“You’llKnow You’re Ready When…”Executives- Dashboard ViewsMicrosoft Project 2007- PM’sResource ManagersResource Management capabilitiesTeam member updates via the web (PWA)Enhanced views and reports
- 15.
- 16. Microsoft Project 2007for PM’sEasier to useTask change highlightingMulti-level undoStart project from an enterprise template
- 17. View Of Project2007 Interface
- 18.
- 19. Team Members usethe Web (PWA)
- 20. Enhanced Reports/View usingSSRS and MOSS
- 21. Enhanced Reports/View usingSSRS and MOSS
- 22. Enhanced Reports/View usingSSRS and MOSS
- 23. Better Together: Best Practices for Using SharePoint Server and Project ServerSite templates:To provide consistent look/feel across projectsTo reinforce organizational PM standardsLinks between:Project Server tasks <-> SharePoint issues & risks listsSharePoint documents <-> Project Server tasks, risks, issuesThe power of enterprise searchDon’t forget the PMO site!
- 24. Other SharePoint EPMoptionsBrightwork (www.brightwork.com): PMPointfirst to marketmost focused on PMBamboo Solutions (www.bamboosolutions.com): pm centralbroad provider of SP web partsCorasworks (www.corasworks.net): Project Portfolio Managementbroad provider of SP tools
- 25. What’s Coming in2010(for Collaboration in Project-driven orgs)Key SharePoint Server ChangesSocialSearchMetadata improvementsLOB integration improvementsKey Project Server ChangesPPM/PS IntegrationIntegrated Demand ManagementUser Controlled Scheduling
- 26. SharePoint 2010 --More social
- 27. SharePoint 2010 –More Search Capabilities
- 28. SharePoint 2010 –InfoPath Forms Editing
- 29. SharePoint 2010 –Other Key ImprovementsManaged metadata: http://www.sharepointsaturday.org/boston/Lists/MeetingResources/ChrisMcNulty_MMS2010.pptxLine-of-business integration via Business Connectivity Services (BCS)
- 30. Project Server 2010-Portfolio and Project Management together at last!ManagePlanCreateSelectTop DownPortfolio ManagementBottom Up Project ManagementResource ManagementBusiness Case DefinitionDemand ManagementProject ReportingPortfolio PrioritizationProject SchedulingPortfolio OptimizationPortfolio ReportingTeam CollaborationTime ReportingCapacity PlanningIssues and Risk Management
- 31. Project Server 2010-Integrated Demand ManagementControl via WorkflowBuild Business CaseCapture all RequestsWork Request WorkflowIT Project WorkflowBusiness Project WorkflowStrategic Impact Assessment
- 32. Project Server 2010-UserControlled schedulingTop Down PlanningUser Controlled SchedulingChoose 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 InspectorsManually Scheduled TasksTask with End Date Only Scheduling ConcernsReminder Notes
- 33. In Closing…Resources andNext Steps
- 34.
- 35.
- 36. Upcoming Events &Future Topics Resources and Next StepsProject Management Maturity AssessmentBusiness Productivity Maturity AssessmentSharePoint Deployment (and Upgrade) PlanningEvents:
- 37. Thank You!Contact MikeGilronanMgilronan[at]kma-llc[dot]net781.693.6823Twitter: [at]mikegilContact Mark HallMhall[at]williamgeorge[dot]net978.352.2163http://www.williamgeorge.net
Editor's Notes
- #8 Announcements, Links, CalendarsPM-specific: Tasks, Issues, Risks, Calendar + any sort of custom. Create metadata/custom columns in your lists for easy viewing. Use alerts to be advised of changes/updates.E-mail enabled (can serve as repository for them, too)
- #9 Versioning, check in/out, metadata
- #10 Pro/con of this vs richer EPM solution
- #11 Repositories of master documents, tools and templates help reinforce organizational standards and give team members easy access to most current master documents.
- #13 Integration with structured data stores (ERP, CRM, PSA, other project tracking DB) to marry structured and unstructured data[MG transition: SP about doing *each* project better, PS about doing *all* projects better. For more, MH from WGA…]
- #14 Mike described how SharePoint can help organizations who are just starting to use PM better practices. Now Project Server helps take clients to the next level.
- #15 What are the drivers for using Project Server now versus staying with SharePoint as a PM platform? Maturing PM processes usually drives clients to ask forMore detailed project plans using MS Project 2007Resource Management capabilitiesAutomated Task updates from resourcesBetter Reporting
- #25 BrightWork:PMPoint, first to market, most focused on PMBamboo Solutions: pm central, broad market acceptance of SP webparts, most focused on SPCorasWorks:
- #27 Tags, ratings, activities (wall), micro-blogging/status
- #28 Facets included by default, incl tags. More advanced enterprise search capabilities included in FAST search, now incorporated w/eCAL.
- #29 All SP forms now use InfoPath as default forms editor, so that analyst-level resources can create and modify rich, adaptive forms in any SP screen.
- #30 MM: Ability to centrally define tags in term store (along with synonyms, etc.). Ability to build relationships and hierarchies amongtags.BCS: easier integration, two-way.
- #35 SP/Office drops 5/12Launch event 4/29. KMA Booth and speaker (CM = IT Pro)