SharePoint 101 For The Busy Project Manager

SharePoint 101 for the Busy Project Manager

Sean Wallbridge – SharePoint MVP, itgroove

www.sharepointsummit.org

I’m a reluctant PM

Who is this guy?

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


What am I about?

SharePoint Tour Guide SharePoint Jedi Bob Ross of SharePoint

Jedi Master NorrisThe Sith are screwed now…


Agenda Project Challenges & Why Use SharePoint? Options for the Busy PM Demo – Empower a Project Team


A successful project requires…

A Great Team Good Governance Best in Class Tools


Oh the Pain…

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


Why SharePoint?It’s already the place you put some of your stuff

Likely


What is SharePoint?

“The Business Collaboration Platform for the Enterprise and the Web”

Connect and Empower People

Cut Costs with a Unified Infrastructure

Rapidly Respond to Business NeedsBORING!

SharePoint is AwesomeSauceTM


What is SharePoint Really?

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?


SharePoint is not a tool … SharePoint is a framework

Applications, BusinessProcesses, Databases and Projects

SharePoint

Data Silos• No Scale• Some software, some websites• Separate support lifecycles• Introverted, no desire or ability to share

One Strategic (Go To) Platform• Corporate Intranet, Extranet and Internet• Unified Presentation Layer – the “House View”• First choice for prototypes/solutions to new problems• Scalability, Reporting, Dashboards• Anytime, Anywhere on Anything


Anytime Access

Your Stuff

Staff

Partners

Customers

Anyone

Anywhere

Anything


SharePoint Deployment Scenarios

Individual

TeamsDivision

Enterprise

Extranet

Internet

And Project Teams

I need to knowabout my tasks

Management needsProject visibility

We need to share Projectdata with Vendors,

Partners and Customers


Options for the Busy PMProject Server, Office 365, SharePoint … Oh My?


So what about my Project Stuff?

Two Options. (But) they’re both SharePoint

Project Server

SharePoint


Project ServerIn 2 minutes or less…


Project Server/Project Online

“We require an end to end Program/Portfolio Solution with Visibility & Control, Scheduling &

Insights”


Project Server

•The New PMO•The Mature PMOProject

Server

Just SharePoint

Benefits Project and Portfolio Management Visibility and Control Scheduling and Insight


Project Server Gallery

Portfolio View

Team Members View


Project Server Licensing

SharePoint Server

SharePoint Standard

CALSharePoint Enterprise CAL

Project Server

Project Server CAL

Project Professional

Project Online


Whew.Ain’t got no time for that…


SharePoint“Dude. We just need to collaborate as a team on

projects”


SharePoint

•No established PMO•Light Project Management•Managing Existing PMO Artifacts

Just SharePoint

Project Server

Benefits Project Collaboration Task Management Scheduling and Insight synched

with Project Professional

Office 365/SharePoint Online


PMO Dashboard Schedule Management Contract Management Scope Management Change Management

Budget Management Resource Management Risk Management Status Control / KPI Reports

5

4 3Process:

Create SharePoint Team Site when Project

Approved Project Pipeline

Reporting & Visibility

Project Workspaces

Project 2Project

Documents

Schedule

IssuesScope

Changes

Workflows

Artifacts

Status Reports

Project 1Documents

Schedule

IssuesScope

Changes

Workflows

Artifacts

Status Reports

SharePoint & the Project Pipeline


Recipe for Success

PMO Global Site = Organizational Visibility

Sites + Libraries + Lists = Great Project Team Tools

Tasks (via Work Management) = Assignments & Accountability

go.company.com

Corporate Teams

HR

Finance

Sales

Projects

Project X

Project Y

Knowledge Base


What would Bob Say?Set the Canvas and bring on the Happy Clouds and Van

Dyke Brown


Project Collaboration Project Team Site

View Project Data Anywhere, at Anytime on Anything Search and Visibility of all content Dashboards and BI


Document Management Document Libraries

• “One Version of the Truth”• Collaborating with links• Approval & Feedback Workflows


Project Tracking SharePoint Lists & Forms

Project Site Lists Risks Issues Tasks Contacts

Calendars Decisions

Global Project Registry List


Project Visibility Dashboards

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?


Bits and BobsJust didn’t fit anywhere else…


What’s new in SharePoint 2013?

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


Office 365 in one slide…

portal.microsoftonline.com

Team Sites & Dashboards

Instant Messaging Email Public Website

Other Goodies

Project Online

Yammer

CRM

More…

SharePoint Lync Exchange Also SharePointServices

Software


Umm. I don’t know about this cloud thing

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


OneNote. The Secret Weapon

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


3rd Party Tools

Workflow Tools Outlook to SharePoint integration Apps for Mobile Devices (and Offline forms) Office 365 App Store & Other Web Parts


Stop. Demo Time.Empower a Project Team


The Project Team Site and Where it Fits


The Project Team Site and Where it Fits

go.mapleleafs.com

Corporate Teams

Marketing

Finance

Sales

Projects

Parade Route

Archives : Luongo

Knowledge BaseBrian

Burke Jr.


Questions?Go Leafs…

SharePoint 101 For The Busy Project Manager

Technology

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