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5 Ways SharePoint can Benefit
         Your PMO
       Presented by: Amy Talhouk




          September 24, 2011
About KMA
• Founded 1995
   – 30 employees
   – 4 partners, including 2 co-founders
• Roots in academia
   • MIT, Harvard, BU
• Principal lines of business:
   •   Professional Services
        –   SharePoint Consulting
        –   SharePoint Managed Services
        –   Custom Application Development
   •   Software Product
        –   Mekko Graphics advanced charting software

• We’ve completed 90+ Projects in
  the past year!
About Me

                     • KMA Manager focused on Project Management,
                       Business Analysis and building our PMO
                     • Boston University School of Management
                        • BA in Finance
                        • Masters in Management Information Systems
                     • 15 year IT Professional focused in Financial
                       Services Software Development and Consulting
                     • Supported and promoted SharePoint and Project
                       Server in various capacities since 2004

                                                              (3)
        #kmasp2010
Twitter hashtag:          Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
And most importantly,
                     I am the mother of twins….




                                                                                    Adam and Abby
                                                                                        Now

              Adam and Abby
                  Then


                                                              (4)
        #kmasp2010
Twitter hashtag:          Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                                                                                        4
Agenda

• Why should we care?
• Six stage maturity model relative to 2010
• Leveraging SharePoint 2010's project
  dashboards and governance.
• Questions & Answers




                                                         (5)
        #kmasp2010
Twitter hashtag:     Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
Why should we care?
• Because we all need some help!
  – Management
      • Process can’t grow to accommodate more demand
      • No history of what issues we can learn from
      • No common understanding of project constraints (resource, time, cost)
  – PM’s
      •   Too many projects
      •   Different audiences needing different information
      •   Don’t know what people are working on, what we can deliver and when
      •   No two project plans look alike
      •   Every estimate is different
  – Team Members
      • Regenerating the same data over and over manually (email a
        spreadsheet around)
      • Don’t know what to work on next
Six Stage Maturity Model

                                                                                                                                   Portfolio
                                                                                                         Management                • Formalized project
                                                                         Planning                         • Financial                approval
                                                                                                            management of          • Detailed Resource
                                                              • Standardized                                                         planning, capacity,
                                                                maintenance of                              project activity
                                         Collaboration                                                      across multiple          and optimized
                                                                project plans, tasks,
                                          • Web-based           resources and                               projects                 forecasting
                                            collaboration for   schedules                                 • Centralized issue
                      Tracking              project teams on                                                and status reporting
                                            tasks and
                       • Simple tracking
                                            documents
                         systems to define
                         list of active
         None            projects, shared
                         folder for
         • No systems documents
           or process,
           no control
           over what
           projects are
           active

http://blogs.kma-llc.net/microknowledge/2009/08/project-management-evolution-and-microsoft-sharepoint-solutions.html


                                                                               (7)
          #kmasp2010
  Twitter hashtag:                         Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
SharePoint Coverage
                     Across the Maturity Model
Stage                Activities                                                   Governance
None                 • No systems or process, no control over what                • None
                       projects are active

Tracking             • Simple tracking systems                                    • SharePoint List
                                                                                  • SharePoint Document

Collaboration        • Web-based collaboration for project teams                  • SharePoint Team Site
                       on tasks and documents

Planning             • Standardized maintenance of project plans,                 • MS Project 2010
                       tasks, resources and schedules                             • SharePoint Team Site

Management           • Financial management of project activity                   • MS Project 2010
                       across multiple projects                                   • SharePoint Team site
                     • Centralized issue and status reporting                     • Custom Dashboard

Portfolio            • Formalized project approval                                • MS Project Server 2010
                     • Detailed Resource planning, capacity, and                  • SharePoint 2010
                       optimized forecasting




                                                                  (8)
        #kmasp2010
Twitter hashtag:              Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
Project Maturity Level - Tracking

• Simple tracking systems
       • SharePoint List
       • SharePoint Document Library




                                                               (9)
        #kmasp2010
Twitter hashtag:           Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
Project Maturity Level - Collaboration

• Web-based collaboration for project teams
        – SharePoint Teamsite




                                                        (10)
        #kmasp2010
Twitter hashtag:     Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
Project Maturity Level - Planning

• Standardized maintenance of project plans,
  tasks, resources and schedules
        – MS Project 2010
        – SharePoint Team Site




                                                              (11)
        #kmasp2010
Twitter hashtag:           Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
Project Maturity Level - Management

• Financial management of project activity
  across multiple projects
• Centralized issue and status reporting
        – MS Project 2010
        – SharePoint Team site
        – Custom Dashboard



                                                        (12)
        #kmasp2010
Twitter hashtag:     Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
Questions and Answers




                                                         (13)
        #kmasp2010
Twitter hashtag:      Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
Resources - General
• From Microsoft:
     –   EPM: http://www.microsoft.com/project
     –   SharePoint 2010 site: http://sharepoint.microsoft.com
     –   SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
     –   Project Blog: http://blogs.msdn.com/project
     –   Microsoft SharePoint Conference 2011, Anaheim CA – October 2 – 5
• From KMA (www.kma-llc.net)
     – Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
     – White papers, blogs, presentations, news, and events
     – Chris McNulty @KMWorld DC October 2011
•   User Community
     – BASPUG – Boston Area SharePoint User Group – 2nd Wednesday of each month
Thanks to our sponsors
        Platinum




         Gold




         Silver



         Raffle

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5 Ways SharePoint Boosts PMOs

  • 1. 5 Ways SharePoint can Benefit Your PMO Presented by: Amy Talhouk September 24, 2011
  • 2. About KMA • Founded 1995 – 30 employees – 4 partners, including 2 co-founders • Roots in academia • MIT, Harvard, BU • Principal lines of business: • Professional Services – SharePoint Consulting – SharePoint Managed Services – Custom Application Development • Software Product – Mekko Graphics advanced charting software • We’ve completed 90+ Projects in the past year!
  • 3. About Me • KMA Manager focused on Project Management, Business Analysis and building our PMO • Boston University School of Management • BA in Finance • Masters in Management Information Systems • 15 year IT Professional focused in Financial Services Software Development and Consulting • Supported and promoted SharePoint and Project Server in various capacities since 2004 (3) #kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
  • 4. And most importantly, I am the mother of twins…. Adam and Abby Now Adam and Abby Then (4) #kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. 4
  • 5. Agenda • Why should we care? • Six stage maturity model relative to 2010 • Leveraging SharePoint 2010's project dashboards and governance. • Questions & Answers (5) #kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
  • 6. Why should we care? • Because we all need some help! – Management • Process can’t grow to accommodate more demand • No history of what issues we can learn from • No common understanding of project constraints (resource, time, cost) – PM’s • Too many projects • Different audiences needing different information • Don’t know what people are working on, what we can deliver and when • No two project plans look alike • Every estimate is different – Team Members • Regenerating the same data over and over manually (email a spreadsheet around) • Don’t know what to work on next
  • 7. Six Stage Maturity Model Portfolio Management • Formalized project Planning • Financial approval management of • Detailed Resource • Standardized planning, capacity, maintenance of project activity Collaboration across multiple and optimized project plans, tasks, • Web-based resources and projects forecasting collaboration for schedules • Centralized issue Tracking project teams on and status reporting tasks and • Simple tracking documents systems to define list of active None projects, shared folder for • No systems documents or process, no control over what projects are active http://blogs.kma-llc.net/microknowledge/2009/08/project-management-evolution-and-microsoft-sharepoint-solutions.html (7) #kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
  • 8. SharePoint Coverage Across the Maturity Model Stage Activities Governance None • No systems or process, no control over what • None projects are active Tracking • Simple tracking systems • SharePoint List • SharePoint Document Collaboration • Web-based collaboration for project teams • SharePoint Team Site on tasks and documents Planning • Standardized maintenance of project plans, • MS Project 2010 tasks, resources and schedules • SharePoint Team Site Management • Financial management of project activity • MS Project 2010 across multiple projects • SharePoint Team site • Centralized issue and status reporting • Custom Dashboard Portfolio • Formalized project approval • MS Project Server 2010 • Detailed Resource planning, capacity, and • SharePoint 2010 optimized forecasting (8) #kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
  • 9. Project Maturity Level - Tracking • Simple tracking systems • SharePoint List • SharePoint Document Library (9) #kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
  • 10. Project Maturity Level - Collaboration • Web-based collaboration for project teams – SharePoint Teamsite (10) #kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
  • 11. Project Maturity Level - Planning • Standardized maintenance of project plans, tasks, resources and schedules – MS Project 2010 – SharePoint Team Site (11) #kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
  • 12. Project Maturity Level - Management • Financial management of project activity across multiple projects • Centralized issue and status reporting – MS Project 2010 – SharePoint Team site – Custom Dashboard (12) #kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
  • 13. Questions and Answers (13) #kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
  • 14. Resources - General • From Microsoft: – EPM: http://www.microsoft.com/project – SharePoint 2010 site: http://sharepoint.microsoft.com – SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx – Project Blog: http://blogs.msdn.com/project – Microsoft SharePoint Conference 2011, Anaheim CA – October 2 – 5 • From KMA (www.kma-llc.net) – Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.) – White papers, blogs, presentations, news, and events – Chris McNulty @KMWorld DC October 2011 • User Community – BASPUG – Boston Area SharePoint User Group – 2nd Wednesday of each month
  • 15. Thanks to our sponsors Platinum Gold Silver Raffle