SharePoint Unite 2017 Session

2. Caveman Project
Management for
SCRUM/Kanban/
Agile Teams with
Office 365
Eric Eaton
Consulting Lead, VisualSP
eric@visualsp.com

3. AgileManifesto.org:
We have come to value:
• Individuals and interactions over processes and tools
• Working software over comprehensive documentation
• Customer collaboration over contract negotiation
• Responding to change over following a plan
That is, while there is value in the items on the right, we
value the items on the left more.

4. Agile comes in various flavors
Example 1: Kanban
The ultimate in simplicity
• The Starbucks model –
• Line up the cups in the
order received
• VIPs can be promoted to
the front of the line
• The barista just grabs the
next one in line and
keeps going

5. Agile comes in various flavors
Example 2: SCRUM
• Structured into time boxes
(sprints)
• Every sprint has its own
planning and scope / work
commitments
• Each sprint results in a
shippable product

6. The ideal agile tool
Perfect, why?
• Simple, visual, no learning
curve
• There is no executive
approval needed to buy
Post-it notes
• Easy to improvise for any
special needs

7. Well, almost the ideal agile tool
The only real problems?
• The team gets spread
across different locations
• Teams need a way to do
some analysis across
sprints / iterations
• Who doesn’t love an Excel
spread-mart?

8. What we usually roll out
Enterprise PM software
• Difficult to learn
• Distracting to work with
• Eats time
• Creates headaches
• Fulfills a function the team
doesn’t usually need, or
even want to do

9. What we usually roll out
http://www.agileadvice.com/2016/03/03/agilemanagement/the-perfect-agile-tool-12-key-features/

10. You don’t have to do things the
hard way…
>

11. 9 out of 10 cavemen prefer MS
Planner
• Agile board
• Simple, intuitive
• Basic metadata
• OneNote for
documentation
• Teams for
communication
• SP for
collaboration

12. MS Planner Demo
for Kanban and simple SCRUM scenarios
(20 mins)
15

13. What’s not to like?
Reporting
• Burndown chart
• Sprint to sprint (velocity)
• Release planning
• Flow of work analysis
30

14. Office 365 offers other services that
can fill those gaps
PowerApps / Flow
• No-code UI designer
and WF automation
• Mobile friendly
• Cross service / platform
boundaries
• Free-mium licensing
Power BI
• Advanced reporting and
visualizations
• Team workspace
• Cross service / platform
boundaries
• Free-mium licensing

15. PowerApps / Flow Demo
Copying data out of Planner for reporting purposes
(30 mins)
33

16. Office 365 – the quintessential
caveman tool
• Simple, flexible applications that fill a clear need
and work together easily
• More advanced applications that allow you to
creatively fill gaps and stitch apps together
• Your organization probably already owns it
• Caveman tools help lead to quick wins,
and user adoption
00

17. User adoption doesn’t happen by
accident
4 Tenets to User Adoption:
1. Simple, common sense governance with a purpose
2. Simple adoption metrics
3. Simple, visible solutions to real-life problems
(with a large audience)
4. Help that is actually helpful to users

18. You only need to keep
doing these 4 things as long
as user adoption is still
important to you
As soon as you stop – the trend starts to drop

19. How do you do Adoption as a Service?
• You need ongoing resources dedicated to
adoption-related activities
• You need to keep these resources focused on
their tasks

20. You can do this. We know how to help.
Ask for a free caveman adoption health-check
• 4 tenets Caveman Adoption Scorecard
• A plan for how we can help
eric@visualsp.com