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Getting the best out of SharePoint as 
a Project Management Platform 
Colin Gardner 
Kaboodle Software 
Gold Sponsors Silver Sponsors Bronze Sponsors
In this session 
Foundations 
Orchestrated Collaboration 
Case Study: Santos Integrated Disturbance Planning 
Summary and Conclusions
Foundations
Project Management 
High end and expensive 
• Resource Planning 
• Cost forecasting 
• Project baselining 
• Detailed scheduling 
• Scenario planning 
• Detailed risk management
Workflow 
Workflow in SharePoint 
• Sequential WF 
• State Machine
Collaboration 
Collaboration in SharePoint 
• Traditional 
• Communications 
• Social
Malcom in the Middle 
Workflow 
Project 
Management 
Orchestrated 
Collaboration 
Collaboration
Orchestrated 
Collaboration
What is Orchestrated Collaboration? 
• A little bit of project management 
• In the context of a state machine workflow 
• Sprinkled with some collaborative working
Orchestrated Collaboration Processes 
• Focused around a work package (project, case, contract…) 
• Has a lifecycle and a timeline 
• I state based with an initial (draft) state an end 
(completed) state and a standard set of natural 
states in between (stages, phases, gates, steps…) 
• Has some exceptional states (cancelled, suspended…) 
• Is people centric and collaborative working 
• Is repeatable and repeated on a regular basis 
• Is about tracking and monitoring not driving the 
process
The Grand Design 
Root Site 
WP 1 WP 2 …WP N
What SharePoint gives us 
• Lists: The work package master list used as a 
dashboard for monitoring 
• Team Sites: One for each work package and the 
heart of the collaboration 
• Gantt, Task, Issues, Links, Discussions and Document 
Libraries 
• Permissioning and access control 
• Integrated search
The missing links
Case Study: Santos 
Integrated Disturbance 
Planning (IDP)
Project Background: IDP
IDP: Demonstration
Wrap up
A few lessons learnt
Question and Answer
References: Blog Posts and Downloads 
Web 
http://www.kaboodlekonnect.com 
Blog 
http://www.kaboodlekonnect.com/colin 
Business Cards 
I don’t twit!
Thanks for listening 
Remember to submit your feedback so you go in the 
draw to win prizes at the end of the day 
Gold Sponsors Silver Sponsors Bronze Sponsors
Add finally, finally 
Caitlin Gardner 
http://www.caitlingardner.com.au 
When I was Little 
1.When I was little 2.Simple 3.Gone 4.Every word 
5.Hours 6.Ceasefire 7.Faded colours 
8.Before I called you mine 
Produced by John Hilliard

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Project Management Platform with Sharepoint

  • 1. Getting the best out of SharePoint as a Project Management Platform Colin Gardner Kaboodle Software Gold Sponsors Silver Sponsors Bronze Sponsors
  • 2. In this session Foundations Orchestrated Collaboration Case Study: Santos Integrated Disturbance Planning Summary and Conclusions
  • 4. Project Management High end and expensive • Resource Planning • Cost forecasting • Project baselining • Detailed scheduling • Scenario planning • Detailed risk management
  • 5. Workflow Workflow in SharePoint • Sequential WF • State Machine
  • 6. Collaboration Collaboration in SharePoint • Traditional • Communications • Social
  • 7. Malcom in the Middle Workflow Project Management Orchestrated Collaboration Collaboration
  • 9. What is Orchestrated Collaboration? • A little bit of project management • In the context of a state machine workflow • Sprinkled with some collaborative working
  • 10. Orchestrated Collaboration Processes • Focused around a work package (project, case, contract…) • Has a lifecycle and a timeline • I state based with an initial (draft) state an end (completed) state and a standard set of natural states in between (stages, phases, gates, steps…) • Has some exceptional states (cancelled, suspended…) • Is people centric and collaborative working • Is repeatable and repeated on a regular basis • Is about tracking and monitoring not driving the process
  • 11. The Grand Design Root Site WP 1 WP 2 …WP N
  • 12. What SharePoint gives us • Lists: The work package master list used as a dashboard for monitoring • Team Sites: One for each work package and the heart of the collaboration • Gantt, Task, Issues, Links, Discussions and Document Libraries • Permissioning and access control • Integrated search
  • 14. Case Study: Santos Integrated Disturbance Planning (IDP)
  • 18. A few lessons learnt
  • 20. References: Blog Posts and Downloads Web http://www.kaboodlekonnect.com Blog http://www.kaboodlekonnect.com/colin Business Cards I don’t twit!
  • 21. Thanks for listening Remember to submit your feedback so you go in the draw to win prizes at the end of the day Gold Sponsors Silver Sponsors Bronze Sponsors
  • 22. Add finally, finally Caitlin Gardner http://www.caitlingardner.com.au When I was Little 1.When I was little 2.Simple 3.Gone 4.Every word 5.Hours 6.Ceasefire 7.Faded colours 8.Before I called you mine Produced by John Hilliard