Contents of Fall 2011 webinar on using SharePoint in conjunction with EPMLive's WorkEngine product for managing simple to complex projects. From portfolio management to agile development management.

1. SharePoint for Project Management
Fall 2011
Abel Solutions WorkEngine

2. Abel Solutions WorkEngine

3. Abel Solutions is Atlanta's only
consulting firm focusing on the
delivery of real business solutions on
the SharePoint platform.
Abel Solutions WorkEngine

4. – CenterState Bank – North Highland Company
– Nucor Steel – Boys & Girls Clubs of America
– Siemens – Institute of Nuclear Power
– IMG Operations
– State of Georgia – ING
– Aquilex – Coca-Cola Company
– United Consulting – CARE
– John Wieland Homes – Lane Company
– Kemira – BellSouth/AT&T
– Catlin – Tensar Corporation
– Chatham County – Jamestown
– North American Mission Board – Precyse Solutions
– Theragenics – Sutherland
– Georgia System Operations Corp – IDI
– Place Properties – Newell Recycling
Abel Solutions WorkEngine

5. Why are projects
not more successful?
Abel Solutions WorkEngine

6. Major Challenges To Success
Poor Communications 57%
Poor Scheduling 39%
No Quality Control 35%
Milestones Not Met 34%
Poor Resource Coordination 29%
Source: The Bull Survey (1998)
Abel Solutions WorkEngine

7. What does it take?
Abel Solutions WorkEngine

8. Managing the Details
• Communications
• Tasks and Dependencies
• Issues
• Risks
• Scope Creep
Abel Solutions WorkEngine

9. SharePoint – A Great Tool Kit
Abel Solutions WorkEngine

10. Project Management Requirements
High level estimates of option’s ability to meet criteria
SP Lists Project Site PM Central EPMLive Project
Server
Criteria
- View resources across projects
- Manage project costs
- Track project issues
- Auto generate new project from a
template
- See impact of schedule changes
- Capture and compare actuals against
baseline
- Track project risks
- Track project changes
Abel Solutions WorkEngine

11. The Continuum
MS Project
Server
Projects have been
managed with tools
ranging all the way 3rd Party SharePoint
from Excel to MS Applications
Project Server
SharePoint
Team Site
MS Project
Excel
Abel Solutions WorkEngine

12. Project Tasks in SharePoint 2010
Abel Solutions WorkEngine

13. Introducing WorkEngine
Enterprise
Capabilities
WorkEngine 2010
Portfolio Work Resource Budget Time Business
Management Management Management Management Management Intelligence
Project Services Program Agile
Management Management Management Management
Build Your Own
Tasks Actions Approvals Changes Bugs Procurements Backlogs
Applications
Issues Applications Deliverables Documents Service Requests Defects
Work Features
Integration Data
Sources
Other
LOB’s
Abel Solutions WorkEngine

14. How EPM WorkEngine Works
Others
Project 1 Project 3 Project 5
Project 2 Project 4
Abel Solutions WorkEngine

15. End to End Solution
Strategic Project
Management
Tactical Project
Management
Abel Solutions WorkEngine

16. WorkEngine Overview
Leverages Microsoft technology
Easy to use and learn
Easier to deploy with pre-built templates and solution accelerators
Highly flexible platform which allows for greater support across a
broader user base with different needs
Abel Solutions WorkEngine

17. Portfolio And Project Management
Abel Solutions WorkEngine

18. Pre-Built Individual Project
Project Issues
Tasks
Incidents
Build your Recurring
own Maintenance
Backlog
Abel Solutions WorkEngine

19. EPMLive’s WorkEngine
Abel Solutions WorkEngine

20. Portfolio Management
 Centralized Project
Status
Project 1 Project 2 Project 3
 Business Alignment Workspace Workspace Workspace
& Risk Assessment
 Gain Portfolio
Visibility
Project 4 Project 5 Project 6
 Prioritization & Workspace Workspace Workspace
Optimization
Gather, Analyze, Prioritize, and
Track Your Entire Portfolio
Abel Solutions WorkEngine

21. Resource Management
 Maximize Resource
Utilization
 Plan Resources Across
All Work
 Task and Project Level
Capacity Planning
 Monitor Resource
Workload and
Availability
Right Resources At The Right
Time with The Right Skillset
Abel Solutions WorkEngine

22. Cost Management
 Create and Monitor
Multiple Cost
Categories
 Define Monthly
Budgets by Cost
Category
 Analyze Costs Across
Entire Project
Portfolio
Proactively Analyze Multiple
Resource and Cost Scenarios
Abel Solutions WorkEngine

23. Schedule Management
 Manage Simple Tasks
And Complex Schedules
 Share Microsoft Project
Schedules With Others
On The Team
 Build Work Plans Using A
Web-based Planner
 View Schedules And
Milestones Online
Control Schedules and Tasks
Across The Enterprise
Abel Solutions WorkEngine

24. Work Management
Initiate Plan Execute Control Close
Actions
 Update Task Status on Risks
All Work Assigned To ECM
Issues Documents
You
Punch Lists
Contracts Tasks
Meetings
Defects
 Manage Email Approvals
Deliverables Bugs
Notifications
Procurements Invoices Changes
 Create New Work
Items From a Single Manage All Project Work Across The Entire Process
View
Increase Productivity Across
All Work Items
Abel Solutions WorkEngine

25. Time Management
 Report time-phased
actual work on any
SharePoint Work item
 Save, Submit, Select
Period, Add, Remove
Timesheet Items
 Capture special time
categories such
as billable, non-
billable, regular,
overtime, and more Track and Monitor All Work
Across The Enterprise
Abel Solutions WorkEngine

26. What-If Modeling
 Create And Apply
Multiple Scenarios
 Cost Analysis
 FTE Analysis
 Analyze Capacity vs.
Demand
 Dynamically Model
Cost and Resource
Impacts
Proactively Analyze Multiple
Resource and Cost Scenarios
Abel Solutions WorkEngine

27. Reporting
 Pre-configured
reporting Web Parts
and Program
Dashboards
 Using Reporting
tools your team is
already familiar with
 Standardized Project
Metrics and
Reporting
Improve Visibility and Insight
to Enhance Decision-making
Abel Solutions WorkEngine

28. Schedule Management
Work Planner
Abel Solutions WorkEngine

29. Schedule Management
Integration with Microsoft Project
Abel Solutions WorkEngine

30. Budget Planner
Abel Solutions WorkEngine

31. Cost Analyzer
Abel Solutions WorkEngine

32. Client Perspective
Metametrix Clinical Laboratories
Major Georgia Based Financial
Company
Abel Solutions WorkEngine

33. Key Benefits
• A Project Portfolio Management Solution can:
– Result in up to a 50% reduction in major project cost overruns
and delays
– Increase your ability to kill unnecessary projects earlier in the
cycle
“The use of Microsoft Office SharePoint Server as the EPM WorkEngine PPM
platform is visionary and lucrative. SharePoint is readily being adopted and
supported by many PPM for IT vendors via integration strategies or direct OEM
support.” Daniel B. Stang, Gartner Analyst
Abel Solutions WorkEngine

34. EPM Live WorkEngine – Benefits
100% SharePoint Solution
– Easy to use
– Familiar for many users
– Rich native capabilities
– Already used by many organizations
Robust PM, Agile and Service Applications
Easily Configurable Solutions
Manage “All” types of work in “One” system
– Manage workload for all types of work
– Portfolio reporting and analysis for all work
– Status and Time management for all work
Software as a Service and/or in-house
EPM Live is a Full Service Firm and focused at Project
& Work Management
Abel Solutions WorkEngine

35. Recap – Project Management Ain’t Easy
SharePoint Is a Great Toolkit
That Can Lead To Project Success,
If You Have The Right Discipline!
Abel Solutions WorkEngine

36. Hank Edwards
•Hank has served as the CIO
for several Atlanta based
international firms
•Hank is a SharePoint strategy
consultant with Abel
Solutions, Inc.
• Abel Solutions, Inc. is the
premier SharePoint
consultancy group in the
Atlanta area.
hedwards@abelsolutions.com
Phone: 678-467-9259
Twitter: @hankedwards
Abel Solutions WorkEngine

37. Questions
3
Abel Solutions WorkEngine

38. Work Management for
Everyone
Abel Solutions WorkEngine

39. Scalable Platform
Select capabilities that best fit your need
Choose from a variety of Accelerators
Deploy to small teams or across the Enterprise
Enterprise
Strategic Project/Portfolio
Standard Management
Basic
Project Execution &
Collaboration  Project Portfolio Management
 Enterprise Governance
Web-based Project
Collaboration
 Schedule Management  Cost Management
 Multi-level Reporting  Enterprise Capacity Planning
 Team Collaboration  Time Management  Budget Management
 Task Management  Resource Management  Demand Management
Abel Solutions WorkEngine

40. Reporting Service
Reporting Services is
used for report
development
Abel Solutions WorkEngine