Philadelphia Area SharePoint User Group February 24 th, 2010 Marshall Kurtz RJB Technical Philadelphia Area SharePoint User Group

Philadelphia Area SharePoint User Group Quick Tip Streamlining Project Management Using SharePoint Server (MOSS)

One of the top business justifications for deploying SharePoint is the need for improved Project ManagementOne of the top business justifications for deploying SharePoint is the need for improved Project Management Deliver an immediate Return on InvestmentDeliver an immediate Return on Investment ROI can be scaled exponentially as the environment is built according to specific business needsROI can be scaled exponentially as the environment is built according to specific business needs Impact can be seen at all levels of the organization – from the end-user to a top-level managerImpact can be seen at all levels of the organization – from the end-user to a top-level manager Philadelphia Area SharePoint User Group Streamlining Project Management Using SharePoint Server

Project Manager: A Day In The Life Philadelphia Area SharePoint User Group Streamlining Project Management Using SharePoint Server Susan Project Manager Susan LocalLocal RemoteRemote Susan’s Team

Streamlining Project Management Using SharePoint Server Philadelphia Area SharePoint User Group Susan Project Manager Susan status.xlsxstatus.xlsx Status.xlsx = 2MB File

Streamlining Project Management Using SharePoint Server Philadelphia Area SharePoint User Group Susan Project Manager Susan Susan’s Inbox: 2MB

Streamlining Project Management Using SharePoint Server Philadelphia Area SharePoint User Group Susan Project Manager Susan Susan’s Inbox: 4MB

Streamlining Project Management Using SharePoint Server Philadelphia Area SharePoint User Group Susan Project Manager Susan Susan’s Inbox: 6MB

Streamlining Project Management Using SharePoint Server Philadelphia Area SharePoint User Group Susan Project Manager Susan Susan’s Inbox: 8MB

Streamlining Project Management Using SharePoint Server Philadelphia Area SharePoint User Group Susan Project Manager Susan Susan’s Inbox: 10MB

Streamlining Project Management Using SharePoint Server Philadelphia Area SharePoint User Group Susan Project Manager Susan Susan’s Inbox: 12MB

Streamlining Project Management Using SharePoint Server Philadelphia Area SharePoint User Group Susan Project Manager Susan Susan’s Inbox: 20MB …and the vicious cycle continues!

Philadelphia Area SharePoint User Group Streamlining Project Management Using SharePoint Server Reporting is not centralized Individual consultants could be working on the same thing at the same time Susan has to re-tool existing data to make it client-facing Redoubled Efforts Only one consultant can work on a specific part of a project at a time Susan can’t gauge progress until the end of the week Collaboration Is Not Real-Time Can’t control frequency/method of checking documents in or out Control of workflow from one consultant to another is temporary and unpredictable Lack of Consistency Multiple s/multiple copies of the same document from the multiple consultants Difficult to tell who worked on what when Takes up valuable server space Server Overload

Philadelphia Area SharePoint User Group Individual “MySite” Sites Enterprise Search Individual/Group KPI Dashboard Document Versioning Team Workspaces Controlled Workflows Streamlining Project Management Using SharePoint Server Project Management Using MOSS

Philadelphia Area SharePoint User Group Streamlining Project Management Using SharePoint Server SharePoint Server Project Management Using MOSS

Philadelphia Area SharePoint User Group Streamlining Project Management Using SharePoint Server KPI’s for each individual user as well as a top-down management-oriented view Reporting is linked to one centralized data source, eliminating the need to copy and paste data from one spreadsheet to another Centralized Reporting Multiple consultants can work on one document at the same time Transferring parts of a project from one member to another is easier due to faster/more accurate/less painful knowledge transfer Real-Time Collaboration Ability to define and control the flow of information/reporting according to the chain of command Prevents user error/inconsistent results across multiple team members Speeds up the collaboration process Predefined Workflows Identical documents aren’t duplicated Versioning enables smart collaboration; strict versioning governance contains excessive storage utilization and cost Enterprise search enables quick and accurate document retrieval Optimized Storage

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