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SharePoint On Premise or In the Cloud? Microsoft SharePoint and Project ServerCollaboration in Project-Driven Organizations KMA Insights Webinar SeriesMarch 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
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 Portfolio Optimization Work Management Resource Management Team Collaboration
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
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
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
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
Enhanced Reports/View using SSRS and MOSS
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
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)
Project Server 2010- Portfolio and Project Management together at last! Manage Plan Create Select Top Down Portfolio Management Bottom Up Project Management Resource  Management Business Case Definition Demand  Management Project  Reporting Portfolio Prioritization Project Scheduling Portfolio  Optimization Portfolio  Reporting Team Collaboration Time  Reporting Capacity   Planning Issues and Risk  Management
Project Server 2010- Integrated Demand Management Control via Workflow Build Business Case Capture all Requests Work Request Workflow IT Project Workflow Business Project Workflow Strategic Impact Assessment
Project Server 2010-User Controlled scheduling Top Down Planning User Controlled Scheduling Choose manually scheduled or automatically scheduled tasks Only enter task data when you have it Add notes to duration and date fields Be alerted to scheduling concerns with squiggly lines – then take action in Task Inspectors Manually  Scheduled Tasks Task with End Date Only  Scheduling Concerns Reminder Notes
In Closing… ,[object Object]
Questions & Answers
Webinar Feedback

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KMA Insight Webinar March 2010 - Collaboratin In Project Driven Orgs Final

  • 1. SharePoint On Premise or In the Cloud? Microsoft SharePoint and Project ServerCollaboration in Project-Driven Organizations KMA Insights Webinar SeriesMarch 24, 2010
  • 2. 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
  • 4. 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
  • 5. Enterprise Project Management – A Maturity Model Portfolio Optimization Work Management Resource Management Team Collaboration
  • 6. Nailing Down PM Basics with SharePoint Flickr Photo: “If I Had a Hammer” courtesy jurek d., used with permission under creative commons license
  • 8. 100 Level – Document Libraries
  • 9. 200 Level – Project Tasks
  • 10. 200 Level – Tools/Templates
  • 11. 200-300 Level – Business Process Automation Forms-based workflow for project initiation See http://www.codeplex.com/EPMINFOPATH for more details
  • 12. 300 Level – Line-of-Business Integration
  • 13. Taking PM to the Next Level Flickr Photo: “Yellow Stairs” Courtesy sudhamsu, used with permission under creative commons license
  • 14. 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
  • 16. Microsoft Project 2007 for PM’s Easier to use Task change highlighting Multi-level undo Start project from an enterprise template
  • 17. View Of Project 2007 Interface
  • 19. Team Members use the Web (PWA)
  • 23. 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!
  • 24. 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
  • 25. 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
  • 26. SharePoint 2010 -- More social
  • 27. SharePoint 2010 – More Search Capabilities
  • 28. SharePoint 2010 – InfoPath Forms Editing
  • 29. 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)
  • 30. Project Server 2010- Portfolio and Project Management together at last! Manage Plan Create Select Top Down Portfolio Management Bottom Up Project Management Resource Management Business Case Definition Demand Management Project Reporting Portfolio Prioritization Project Scheduling Portfolio Optimization Portfolio Reporting Team Collaboration Time Reporting Capacity Planning Issues and Risk Management
  • 31. Project Server 2010- Integrated Demand Management Control via Workflow Build Business Case Capture all Requests Work Request Workflow IT Project Workflow Business Project Workflow Strategic Impact Assessment
  • 32. Project Server 2010-User Controlled scheduling Top Down Planning User Controlled Scheduling Choose manually scheduled or automatically scheduled tasks Only enter task data when you have it Add notes to duration and date fields Be alerted to scheduling concerns with squiggly lines – then take action in Task Inspectors Manually Scheduled Tasks Task with End Date Only Scheduling Concerns Reminder Notes
  • 33.
  • 36.
  • 37. 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

Notes de l'éditeur

  1. 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)
  2. Versioning, check in/out, metadata
  3. Pro/con of this vs richer EPM solution
  4. Repositories of master documents, tools and templates help reinforce organizational standards and give team members easy access to most current master documents.
  5. 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…]
  6. 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.
  7. 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
  8. BrightWork:PMPoint, first to market, most focused on PMBamboo Solutions: pm central, broad market acceptance of SP webparts, most focused on SPCorasWorks:
  9. Tags, ratings, activities (wall), micro-blogging/status
  10. Facets included by default, incl tags. More advanced enterprise search capabilities included in FAST search, now incorporated w/eCAL.
  11. 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.
  12. 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.
  13. SP/Office drops 5/12Launch event 4/29. KMA Booth and speaker (CM = IT Pro)