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7 Ways To Leverage SP for PM Success
1. 7 Ways To Leverage SharePoint
For Project Management Success
Dux Raymond Sy, PMP
Ramada Inn Hanover, MD
October 15, 2009
6.00pm – 9.00pm
2. The Reality of Projects Today
On a piece of paper, identify three challenges
you’ve faced in managing projects
Once completed, submit to Dux
3. Presentation Objectives
After completing this presentation, you will be able to
describe the benefits of utilizing SharePoint as a Project
Management Information System (PMIS)
In addition, you will be able to comprehend SharePoint’s
capabilities to
Enable efficient document management
Integrate common project management tools
Facilitate team collaboration
Automate project processes
Generate relevant project reports
Allow mobile PMIS access
4. Dux Raymond Sy, PMP
Managing Partner, Innovative-E, Inc.
Author, “SharePoint for Project
Management” by O’Reilly Media
Contract Author & Instructor,
Learning Tree International
For more information, connect with Dux
E-Mail: dux.sy@innovative-e.com
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: twitter.com/meetdux
5. Agenda
Challenges of Project Management
Why SharePoint?
7 Ways to Leverage SharePoint for PM Success
Questions and Answers
10. What’s SharePoint?
Allows individuals in an organization to easily create and
manage their own collaborative Web sites
Simplifies how people find and share information across
boundaries, and enabling better informed decisions
Seamlessly integrates with Windows and MS Office
Does not refer to a specific product or technology
Using the word “Microsoft SharePoint” is like using the
word “Microsoft Office”
Key components
Windows SharePoint Services (WSS) 3.0
Microsoft Office SharePoint Server (MOSS) 2007
11. What if SharePoint is a Car?
Car SharePoint
Purpose: Purpose:
What’s required? What’s required?
13. WSS vs MOSS
WSS is the core technology of Microsoft SharePoint
Considered as the “engine” of SharePoint
Provides document management and team
collaboration tools
WSS is available for free as long as your organization is
utilizing Windows Server 2003 or above
MOSS extends the capabilities of WSS
Going back to our car analogy, MOSS provides
extended capabilities such as GPS, a DVD system,
Voice Commands, etc.
Extended features include Enterprise search,
Personalization, Enterprise Content Management, etc.
Unlike WSS, MOSS is not available for free
14. What’s a PMIS?
A standardized set of automated project management
tools available within the organization and integrated into
a system
Used by the project management team to
Support the generation and maintenance of project
artifacts
Facilitate communication and feedback
Monitor project activities
Control project changes
Analyze and forecast project performance
Contains real-time information essential for initiating,
planning, executing, controlling, and closing a project
15. What’s out there?
Microsoft SharePoint
Microsoft Project Server
Clarity
Primavera
Web-based
Google Team Site
Basecamp
Zoho
16. In a Perfect World
PMIS should be appropriate to PM Maturity, skill set and
existing tools
Accessibility
Information needed can be
accessible in a central location
Traceability
One-stop shop
Team collaboration
Easily work with colleagues
whenever, wherever, and however
17. Agenda
Challenges of Project Management
Why SharePoint?
7 Ways to Leverage SharePoint for PM Success
Questions and Answers
18. #1 Easily Create a PMIS
PMs can create relevant PMIS
Define PMIS components
Enable stakeholder access
If deployed appropriately, IT does not
have to deal with
Updating content
Defining account privileges
Maintaining a document repository
19. PM creates a PMIS Video Demo: http://go.meetdux.com/x8eu
20. #2 Efficiently Store Project Artifacts
SharePoint provides various tools to effectively centralize
and manage project information
Project Schedule
Project Documents
Change Request
Risk/Issue Log
Budget
Document management features
Information storage
Check-in/check-out
Version control
Content approval
21. PM creates a PMIS Video Demo: http://go.meetdux.com/x8eu
22. #3 Facilitate Better Collaboration
Project information collaboration
Maintain project artifacts in libraries
Jointly develop documents with document
workspaces
Team collaboration
Requirements clarification with discussion boards
Initiate and maintain meeting artifacts with meeting
workspaces
Document lessons learned with Wikis
24. #4 Enhance Communication
Right information for the right stakeholder at the right time
Tasks
Schedule
Reports
Dashboard
Relevant project information access
Appropriate privileges can be defined based on
project communication needs
27. #6 Generate Relevant Reports
SharePoint can be used to generate relevant
Interactive summary of a project
Project tasks information
Automated alerts
Dashboards can be created using Web Parts
Red, Amber, Green (RAG) Status
Key Performance Indicators (KPI)
Charts
29. #7 Enable Mobile Access
A mobile version of a SharePoint site is created
automatically upon creation of a site
Accessed via the subdirectory /m/
http://sharepointcafe/m/
Web pages are optimized
and formatted for a mobile browser
In addition, e-mail can be used to
interact with a SharePoint PMIS
30. Agenda
Challenges of Project Management
Why SharePoint?
7 Ways to Leverage SharePoint for PM Success
Questions and Answers
31. Questions?
E-Mail: dux.sy@innovative-e.com
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: meetdux
How did you like the presentation?
http://sp.meetdux.com/post_feedback.aspx