SharePoint is a lot of things to a lot of people; Intranet, search, document management, partner extranet, records management platform … the list goes on. Simplified however, SharePoint is a place to collaborate on your “stuff” from virtually anywhere, anytime, on just about anything. For your PM “stuff”, you have a multitude of features you can utilize and approaches you can take. This session seeks to help clarify what SharePoint is, demystify the myriad of options available (on premise, online and from 3rd parties), and map SharePoint capabilities to the common Project Manager’s needs - however big or small they may be.

1. SharePoint 101 for the Busy
Project Manager
Sean Wallbridge – SharePoint MVP, itgroove

2. Who is this guy?
www.sharepointsummit.org
Sean Wallbridge

20 years as a technology consultant & trainer

10 years as a business owner (itgroove)

SharePoint MVP (5 years)

Learn More:
•
•
•
Company Web Site: www.itgroove.net
My Blog: www.brainlitter.com
Twitter: @itgroove
I’m a
reluctant PM

3. What am I about?
www.sharepointsummit.org

SharePoint Tour Guide

SharePoint Jedi

Bob Ross of SharePoint
Jedi Master Norris
The Sith are screwed now…

4. www.sharepointsummit.org
Agenda
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
Project Challenges & Why Use SharePoint?
Options for the Busy PM
Demo – Empower a Project Team

5. A successful project requires…
www.sharepointsummit.org

A Great Team

Good Governance

Best in Class Tools

6. Oh the Pain…
www.sharepointsummit.org
Primary Pain Points of the Busy PM
 Email is familiar but a lousy sharing tool
 Lack of quality tools for sharing other project artifacts
 Our Internal & External teams are just not connected

7. www.sharepointsummit.org
Why SharePoint?
It’s already the place you put some of your stuff
Likely

8. What is SharePoint?
www.sharepointsummit.org
“The Business Collaboration Platform for the Enterprise and the Web”

9. TM
SharePoint is AwesomeSauce

10. What is SharePoint Really?
www.sharepointsummit.org

Internet, Intranet and Extranet

xMS

Search for Content and People

House View (Dashboards)

What’s on Today, This Week, This Month
SharePoint is a website to put & find your stuff.
So, why not your Project Stuff?

11. SharePoint is not a tool … SharePoint is a framework
www.sharepointsummit.org
Applications, Business
Processes, Databases and Projects
SharePoint
Data Silos
One Strategic (Go To) Platform
•
No Scale
•
Corporate Intranet, Extranet and Internet
•
•
Some software, some websites
Separate support lifecycles
•
•
Unified Presentation Layer – the “House View”
First choice for prototypes/solutions to new problems
•
Introverted, no desire or ability to share
•
•
Scalability, Reporting, Dashboards
Anytime, Anywhere on Anything

12. Anytime Access
www.sharepointsummit.org
Staff
Partners
Customers
Anyone
Your Stuff
Anything
Anywhere

13. SharePoint Deployment Scenarios
www.sharepointsummit.org
Internet
Extranet
Enterprise
I need to know
about my tasks
We need to share Project
data with Vendors,
Partners and Customers
Division
Teams
Management needs
Project visibility
Individual
And Project Teams

14. www.sharepointsummit.org
Options for the Busy PM
Project Server, Office 365, SharePoint … Oh My?

15. So what about my Project Stuff?
www.sharepointsummit.org
Two Options. (But) they’re both SharePoint
Project
Server
SharePoint

16. www.sharepointsummit.org
Project Server
In 2 minutes or less…

17. www.sharepointsummit.org
“We require an end to end Program/Portfolio Solution
with Visibility & Control, Scheduling & Insights”
Project Server/Project Online

18. Project Server
www.sharepointsummit.org
Benefits
Just
SharePoint
•The New PMO
•The Mature PMO

Project and Portfolio Management

Visibility and Control

Project
Server
Scheduling and Insight

19. Project Server Gallery
www.sharepointsummit.org
Portfolio View
Team Members View

20. Project Server Licensing
www.sharepointsummit.org
Project
Server
SharePoint
Standard
CAL
Project
Server CAL
Project
Professional
SharePoint Enterprise CAL
SharePoint Server

21. www.sharepointsummit.org
Whew.
Ain’t got no time for that…

22. www.sharepointsummit.org
“Dude. We just need to collaborate as a team on
projects”
SharePoint

23. SharePoint
www.sharepointsummit.org
Benefits
•No established PMO
•Light Project Management
•Managing Existing PMO
Artifacts
Project
Server

Project Collaboration

Task Management

Just
SharePoint
Scheduling and Insight synched
with Project Professional

24. SharePoint & the Project Pipeline
www.sharepointsummit.org
Process:
Create SharePoint Team
Site when Project
Approved
3
4
5
Project Pipeline
PMO Dashboard




Schedule Management
Contract Management
Scope Management
Change Management




Budget Management
Resource Management
Risk Management
Status Control / KPI Reports
Reporting & Visibility
Project 1
Project 2
Work
flows
Documents
Project
Documents
Work
flows
Project Workspaces
Status
Reports
Schedule
Status
Reports
Schedule
Artifacts
Issues
Scope
Changes
Issues
Artifacts
Scope
Changes

25. Recipe for Success
www.sharepointsummit.org

PMO Global Site = Organizational Visibility

Sites + Libraries + Lists = Great Project Team Tools

Tasks (via Work Management) = Assignments & Accountability
go.company.com
Corporate Teams
Projects
HR
Project X
Finance
Project Y
Sales
Knowledge Base

26. www.sharepointsummit.org
What would Bob Say?
Set the Canvas and bring on the Happy Clouds and Van Dyke
Brown

27. Project Collaboration  Project Team Site
www.sharepointsummit.org

View Project Data Anywhere, at Anytime on Anything

Search and Visibility of all content

Dashboards and BI

28. Document Management  Document Libraries
www.sharepointsummit.org
•
“One Version of the Truth”
•
Collaborating with links
•
Approval & Feedback Workflows

29. Project Tracking  SharePoint Lists & Forms
www.sharepointsummit.org

Project Site Lists
 Risks
 Issues
 Tasks

 Contacts
 Calendars
 Decisions
Global Project Registry List

30. Project Visibility  Dashboards
www.sharepointsummit.org

Real Time Reporting & Visibility

What’s On?
 Today? This Week? This Month?

Concerns & What Requires Attention?
 What is waiting on me?
 What are my peers working on?
 What risks are outstanding or tasks that are overdue?

31. www.sharepointsummit.org
Bits and Bobs
Just didn’t fit anywhere else…

32. What’s new in SharePoint 2013?
www.sharepointsummit.org
Already using SharePoint 2010 or 2007? Here’s the best of what’s new…

Project Site Template with Timelines & Summaries

Work Management – “A task is a task is a task”

Inline Search

33. Office 365 in one slide…
www.sharepointsummit.org
portal.microsoftonline.com
SharePoint
Team Sites &
Dashboards
Lync
Instant
Messaging
Exchange
Email
Services
Also SharePoint
Public Website
Other Goodies
Project Online
Yammer
Software
CRM
More…

34. Umm. I don’t know about this cloud thing
www.sharepointsummit.org
Pro’s of On Premise
Pro’s of the Cloud
Complete control over your data
Predictable Costs via Rental Model
Complete control over customizations
Always current
Control of timing of upgrades
Easy to Scale

35. OneNote. The Secret Weapon
www.sharepointsummit.org

Manage Notes and Meetings in the weekly “campfire”

Assign a checklist as a single task

Synchronize your project notes on a PC, mobile device and browser

36. 3rd Party Tools
www.sharepointsummit.org

Workflow Tools

Outlook to SharePoint integration

Apps for Mobile Devices (and Offline forms)

Office 365 App Store & Other Web Parts

37. www.sharepointsummit.org
Stop. Demo Time.
Empower a Project Team

38. The Project Team Site and Where it Fits
www.sharepointsummit.org

39. The Project Team Site and Where it Fits
www.sharepointsummit.org
go.mapleleafs.com
Brian
Burke Jr.
Corporate Teams
Projects
Marketing
Parade Route
Finance
Archives : Luongo
Sales
Knowledge Base

40. www.sharepointsummit.org
Questions?
Go Leafs…