This document provides an agenda and overview for a presentation on collaboration options using SharePoint Online. The presentation covers topics such as document management, project management, workflows, and business intelligence. It is scheduled from 9:00-12:00 and includes breaks. The presenter, Roman Nedzelsky, is introduced as a consultant and trainer with experience in SharePoint, Project Server, InfoPath, and other Microsoft tools.

1. SharePoint Online
Collaboration Options
Roman Nedzelsky
Principal Architect
Collaboration, Content and Data Team Lead
roman.nedzelsky@redtoo.com
roman.nedzelsky.eu

2. Agenda:
• SharePoint Online
• Document management
• Collaborating
• Project Management
• Workflows
• BI

3. Time schedule:
• 08:30 – 09:00: Registration
• 09:00 – 09.40: First Part
• 09:40 – 10:00: Break
• 10:00 – 10:40: Second Part
• 10:40 – 11:00: Break
• 11:00 – 12:00: Third part and Q&A
• 12:00: End

4. Who’s Roman?
• Consultant / Architect
• Portals and Project Management
• SharePoint | Project Server
• Microsoft Office InfoPath and workflows
• Integrations, Business Intelligence, Reporting
• Trainer / lecturer on University of Economics
• Blogger
• MCSE | MCSA | MCITP | MCTS | MCT
• CAPM | CSM

5. This presentation is not recorded
…thank you for understanding

6. Did you ever heard?
• Check out my docs on shared drive.
• Is this the last version of the file I’ve already modified?
• When I return to my laptop, I will email it to you.
• I missed the meeting, can you send me the copy of meeting
minutes?

8. Centralized portal
• Company portal
• One place for information
• Catalogued information
- Calendars,
- Emails,
- Event,
- Announcements
- n-information systems and
hubs integration (SAP,…)

9. Centralized portal

10. Document management
• Place for all the documents
• Instead of emails
• Instead of share drives
• Instead of local drives
• Workflows
• Document workflows
• Infrastructure automation

11. • Documents
• Drag and Drop
• File Templates
• Versioning
• Content approvals
• Team Collaboration
• Ratings / likes
SharePoint Server

12. Place for collaboration
• Work on documents at the same time
• Communicating about work
• Team sites
• Followings
• Shared spaces
• Social life of team
• Communities, newsfeeds,…
• Integration with Outlook & Lync

13. - My Sites
- Changes on following documents
- Mentions & Likes
- Site & Company Feeds
- Tasks aggregation (SharePoint, Project
Server, Personal tasks from Outlook etc.)
- Enterprise Search engine

14. • Activity feeds
• Social feature
• Following of everything
• Tags
• Sharing
• Overview on mySite
• Comunities
• Blogs
SharePoint Server

15. • Search features
• How many times you search
for something?
• Personalized search
• Hystory of searching
• Preview info & links
• Lync integration
• Geolocations
SharePoint Server

16. • Site Mailbox
• Gather team-level email conversations
(all with permissions to site can see the emails)
• Share documents with others
(quick sharing / forwarding of documents)
• Quick overview of new items in site
(list items, documents, emails)
SharePoint Server

17. Place for driving the business
• Project management
• Scheduling
• Project documentation
• Collaborating
• Meeting minutes, tasks, alerts, notifications,…
• Project issues
• Evidence, automation, reporting
• Project risk
• Business strategy & Forecasting

18. What can go wrong?
• Centralization problem (many ISs)
• Information inconsistency
• Shared volumes
• Documents in emails
• More information systems
• Absences of Project plans
• Absences of Team workspace
• Dynamic human resource allocation
• Everything else…

19. IT Project
success

20. SharePoint Server
• Project Management
• Schedule
• Resources
• Timelines
• Outlook connection
• Project Professional

21. SharePoint Server
• PMO Web look & feel
• Documents
• WebParts
• Content
• Workflow
• KPI Reports

22. • Task agregation (MySite)
• Project Server tasks
• SharePoint tasks
• Workflow tasks
• Personal tasks
• Outlook synchronization
SharePoint Server

23. • Task agregation
SharePoint Server

24. - Workflows based on SharePoint
- Should be:
- Supported by Infopath custom forms
- Developed in Visio by non-technical guy
- Finalized by SharePoint guy

25. Visio 2013
• SharePoint 2013 Workflow Shapes.

27. InfoPath 2013
• Tool for forms.
• Tool for non-coding solutions.
• Big possibilities for customization.
• Business logic (rules/conditions).
• Workflows.
• Data sources / queries.
• Form libraries / lists on ShP 2013.
• Alternative? .NET (code way).

28. • Screenshot editovaneho formulare v infopathu
• Vysvetleni

29. SharePoint
Designer 2013
• Tool for administering SharePoint
Server:
• lists,
• document libraries,
• permissions,
• customization (master pages etc.),
• external content types, etc.
• for free
• Tool for developing Workflows in
text / Visio mode.

30. Business actuals
• Business Intelligence solutions
• SQL / Oracle / Cognos / SAP /
Salesforce and many many others
• Key Performance Indicators
• Dashboards
• Decompositions
• Forecasts
• Reports

32. Hybrid solutions
• Data connections to on premise
• Use „power of cloud“ and data
from on premise enviroments
• PowerBI
• Power query
• Simple human language
• Quick self-BI
• Play function
• PowerMaps

33. Power BI & Power BI Designer
• Data connections to many services

34. Resources
http://romannedzelsky.eu
http://blog.redtoo.com

35. Thank you!
redtoo Prague
Na Pankráci 1683/127 (Gemini A)
Praha 4, 14000
Czech Republic
sales.cz@redtoo.com
redtoo Brno
Holandská 854/1
Brno, 639 00
Czech Republic
sales.cz@redtoo.com

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