Maximize Project 2010 with

SharePoint 2010 for PM Success

Welcome!

Copyright

This is a work of Innovative-e, Inc. The information contained in

this document is the proprietary intellectual property of

Innovative-e, Inc. It is to be used only for your informational

purposes. Under no circumstances may any part of it be

reproduced or distributed to any third parties without prior

written permission from Innovative-e, Inc.

Today you’ll learn how to:

1. Identify the key challenges & trends for project and work

management success

2. Understand how to apply tools your people already use such

as MS Office and SharePoint

3. Enhance project transparency to key stakeholders

4. Empower team members and managers with information to

make proactive decisions

Presenting Today, Tim Cermak

What is the most used project management tool today?

@ t i m c e r m a k # p m o y t

The Reality of Corporate Decisions Are CIO’s Losing Control?

July 7, 2011

The Reality of PM Today … chaos

Why is there PM Chaos? The Business Ameba

Workgroup Effectiveness? Enterprise Efficiencies?

Suppliers,

Partners...

HR

Legal

Corp Comm

Product Engineering

IT PMO(s)

External

3rd Party SaaS,

SharePoint

Extranet,

Internal Low Maturity

Departments & Work

Groups:

(SharePoint sites,

email, etc.) and/or

3rd Party Apps

Internal High

Maturity

PPM Solutions?

Executive Visibility/Business Intelligence?

Where are the Answers? Core Challenge: Alignment

PEOPLE No PM

background

Basic [PM]

knowledge [PM] Certification

PROCESS Ad-hoc Processes [PM]

Standardized

Automated

workflows ,

portfolio

reporting

TOOLS Paper, Word,

Excel, Email

Templates,

Scheduling and

Collaboration

Tool

Enterprise Tools

Level 1: Initial Level 2: Repeatable Level 3: Defined

Competencies, Specializations

Business Process

Modeling/Automation

(Demand Mgmt, Agile, Six Sigma)

Implementation

Support

Enhancements

Upgrades

#pmoyt @timcermak

The Revolution Is Here

PM on Your Terms

Get people working

efficiently together instead

of in silos

Manage work proactively

instead of reactively

Build on enthusiasm over

time with iterative

increasingly beneficial

capabilities

Demo 1 Collaborate Use tools familiar, build utility and benefit for immediate ‘Wins’

Audience:

• All departments

o Executives

o Managers

o People who manage work (line mgrs., PMs)

o People who do the work (Engineers, Department Staff, etc.)

Toolbox:

• SharePoint 2010 OOTB

• Office 2010 (Word, Excel)

What you’ll see:

• Team site for central artifact management

• Co-authoring with MS Word

• Excel sync to SharePoint list

Demo 2 Manage w/SharePoint Enhance project transparency to key stakeholders

Audience:

• Lower Maturity organization (Internal Facilities Department)

o Line Managers

o Engineers

Toolbox:

• SharePoint 2010 OOTB (Out Of The Box)

• Microsoft Project Professional

What you’ll see:

• Portfolio view of project status

• Portfolio view of project artifacts

Demo 3 Manage w/EPM tools Business Intelligence for proactive management

Audience:

• Higher Maturity PM organization (IT Department)

o Project Managers

o Team Members

Toolbox:

• Project Server 2010 on SharePoint

• Performance Point with Embedded SSRS (SQL Server Reporting

Services)

• OLAP Cubes & Straight Reporting against Project Server Db.

What you’ll see:

• BI Feature Mashup from SharePoint and Project Server - “One

stop glance at the health of the project”

Demo 4 SharePoint/Project 2013 Discovery Mode to see work assignments across enterprise departments

Audience:

• Project stakeholders

o Executives

o Project Managers

o Team Members

Toolbox:

• Project 2013 Online

• SharePoint 2013 Online

What you’ll see:

• Expose project high maturity information AND

• Visibility into lower maturity (different department) information

PMOYT Solutions Stack

Project and

Portfolio

Management

Compliance Executive

Visibility

Internal/

External

Collaboration

Line of

Business

Integration

Application

Lifecycle

Management

Register for Innovative-e’s:

“How to Build a Project Management Information System (PMIS) with SharePoint 2010” 4-hour hands-on webinar and save 30%!

Use promo code CERMAKPMI when registering

http://howtobuildapmis.eventbrite.com/

Question & Answers…

Thank You! For more, please visit us at http://innovative-e.com