Presented to PMI Mass Bay chapter 5-1-10

1. 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

2. About the Speakers Mark Hall President William George 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. 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

3. 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

4. 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.

5. Project Initiation: Develop Project Charter

6. Project Initiation: Develop Project Charter

7. Demonstration: Collaborative team workspace Content types and templates Forms and workflow Project Initiation: Develop Project Charter

8. Project Initiation: Develop Project Charter

9. Project Prioritization and Selection

10. Project Prioritization and Selection

11. Demonstration: Project Portfolio Management Capacity modeling Alignment to organizational goals and objectives Project Prioritization and Selection

12. ReQue-M™ HomePage Site is Integrated with Project Server using a Tab Structure 12

13. ReQue-M™ Request List Requests List 13

14. ReQue-M™ Request List Requests are grouped by status 14

15. ReQue-M™ New Request Page Here You Can Enter Important Information about the Request Information Can Be Customized 15

16. ReQue-M™ Email Workflow New Requests are automatically routed to the user’s manager for approval 16

17. Are Resources Available? Check Project Server

18. ReQue-M™ Creating the Project Once a request is approved an associated MS Project Server Enterprise Project Can be Created… 18

19. ReQue-M™ Creating the Project (Cont) Here is the Create Project Page… 19

20. ReQue-M™ Creating the Project (Cont) And Resulting Link to the Project Workspace 20

21. Manage Projects with Project Server

22. 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/

23. Thank you!

24. 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/