KMA and William George Associates look into how SharePoint and Project Server can ignite collaboration in project-driven organizations.

1. SharePoint On Premise or In the Cloud? Microsoft SharePoint and Project ServerCollaboration in Project-Driven Organizations KMA Insights Webinar SeriesMarch 24, 2010

2. Housekeeping Items Experiencing Issues? Change color of your seat to RED Questions for Speakers? Submit questions during webinar Twitter Discussion #kmaspproj Feedback Webinar Feedback Next Steps/Moving Forward

3. About the Presenters

4. Agenda: SharePoint: When and where SharePoint can help you manage projects more efficiently Project Server: When and where EPM with Project Server can help you take project management to the next level Best Practices for using SharePoint and Project Server together Other EPM options for SharePoint What's Coming in SharePoint 2010 and Project Server 2010

5. Enterprise Project Management – A Maturity Model Portfolio Optimization Work Management Resource Management Team Collaboration

6. Nailing Down PM Basics with SharePoint Flickr Photo: “If I Had a Hammer” courtesy jurek d., used with permission under creative commons license

7. 100 Level – Lists

8. 100 Level – Document Libraries

9. 200 Level – Project Tasks

10. 200 Level – Tools/Templates

11. 200-300 Level – Business Process Automation Forms-based workflow for project initiation See http://www.codeplex.com/EPMINFOPATH for more details

12. 300 Level – Line-of-Business Integration

13. Taking PM to the Next Level Flickr Photo: “Yellow Stairs” Courtesy sudhamsu, used with permission under creative commons license

14. The Next Level:“You’ll Know You’re Ready When…” Executives- Dashboard Views Microsoft Project 2007- PM’s Resource Managers Resource Management capabilities Team member updates via the web (PWA) Enhanced views and reports

15. Dashboards for Executives

16. Microsoft Project 2007 for PM’s Easier to use Task change highlighting Multi-level undo Start project from an enterprise template

17. View Of Project 2007 Interface

18. Resource Management

19. Team Members use the Web (PWA)

20. Enhanced Reports/View using SSRS and MOSS

21. Enhanced Reports/View using SSRS and MOSS

22. Enhanced Reports/View using SSRS and MOSS

23. Better Together: Best Practices for Using SharePoint Server and Project Server Site templates: To provide consistent look/feel across projects To reinforce organizational PM standards Links between: Project Server tasks <-> SharePoint issues & risks lists SharePoint documents <-> Project Server tasks, risks, issues The power of enterprise search Don’t forget the PMO site!

24. Other SharePoint EPM options Brightwork (www.brightwork.com): PMPoint first to market most focused on PM Bamboo Solutions (www.bamboosolutions.com): pm central broad provider of SP web parts Corasworks (www.corasworks.net): Project Portfolio Management broad provider of SP tools

25. What’s Coming in 2010(for Collaboration in Project-driven orgs) Key SharePoint Server Changes Social Search Metadata improvements LOB integration improvements Key Project Server Changes PPM/PS Integration Integrated Demand Management User Controlled Scheduling

26. SharePoint 2010 -- More social

27. SharePoint 2010 – More Search Capabilities

28. SharePoint 2010 – InfoPath Forms Editing

29. SharePoint 2010 – Other Key Improvements Managed metadata: http://www.sharepointsaturday.org/boston/Lists/MeetingResources/ChrisMcNulty_MMS2010.pptx Line-of-business integration via Business Connectivity Services (BCS)

30. Project Server 2010- Portfolio and Project Management together at last! Manage Plan Create Select Top Down Portfolio Management Bottom Up Project Management Resource Management Business Case Definition Demand Management Project Reporting Portfolio Prioritization Project Scheduling Portfolio Optimization Portfolio Reporting Team Collaboration Time Reporting Capacity Planning Issues and Risk Management

31. Project Server 2010- Integrated Demand Management Control via Workflow Build Business Case Capture all Requests Work Request Workflow IT Project Workflow Business Project Workflow Strategic Impact Assessment

32. Project Server 2010-User Controlled scheduling Top Down Planning User Controlled Scheduling Choose manually scheduled or automatically scheduled tasks Only enter task data when you have it Add notes to duration and date fields Be alerted to scheduling concerns with squiggly lines – then take action in Task Inspectors Manually Scheduled Tasks Task with End Date Only Scheduling Concerns Reminder Notes

34. Questions & Answers

35. Webinar Feedback

37. Thank You! Contact Mike Gilronan Mgilronan[at]kma-llc[dot]net 781.693.6823 Twitter: [at]mikegil Contact Mark Hall Mhall[at]williamgeorge[dot]net 978.352.2163 http://www.williamgeorge.net