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Philadelphia Area SharePoint User Group www.PhillySharePoint.org February 24 th , 2010 Marshall Kurtz RJB Technical Consulting www.rjbtech.com [email protected] @SPointMarshall www.PhillySharePoint.org Philadelphia Area SharePoint User Group
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Philadelphia Area SharePoint User Group February 24 th, 2010 Marshall Kurtz RJB Technical Consulting [email protected].

Dec 21, 2015

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Page 1: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Philadelphia Area SharePoint User Group

www.PhillySharePoint.org

February 24th, 2010

Marshall KurtzRJB Technical [email protected] @SPointMarshall

www.PhillySharePoint.org

Philadelphia AreaSharePoint User Group

Page 2: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

Quick Tip

Streamlining Project Management Using SharePoint Server

(MOSS)

Page 3: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

• One of the top business justifications for deploying SharePoint is the need for improved Project Management

• Deliver an immediate Return on Investment

• ROI 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 manager

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

Streamlining Project Management Using SharePoint Server

Page 4: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Project Manager: A Day In The Life

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

Streamlining Project Management Using SharePoint Server

SusanProject Manager

Email

Local

Remote

Susan’s Team

Page 5: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Streamlining Project Management Using SharePoint Server

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

SusanProject Manager

status.xlsx

Status.xlsx = 2MB File

Page 6: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Streamlining Project Management Using SharePoint Server

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

SusanProject Manager

Susan’s Inbox: 2MB

Page 7: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Streamlining Project Management Using SharePoint Server

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

SusanProject Manager

Susan’s Inbox: 4MB

Page 8: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Streamlining Project Management Using SharePoint Server

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

SusanProject Manager

Susan’s Inbox: 6MB

Page 9: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Streamlining Project Management Using SharePoint Server

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

SusanProject Manager

Susan’s Inbox: 8MB

Page 10: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Streamlining Project Management Using SharePoint Server

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

SusanProject Manager

Susan’s Inbox: 10MB

Page 11: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Streamlining Project Management Using SharePoint Server

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

SusanProject Manager

Susan’s Inbox: 12MB

Page 12: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Streamlining Project Management Using SharePoint Server

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

SusanProject Manager

Susan’s Inbox: 20MB…and the vicious cycle continues!

Page 13: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

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 emails/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

Page 14: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

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

Page 15: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

Streamlining Project Management Using SharePoint Server

SharePoint Server

Team Site (Internal)

Client Site(External)

Project Management Using MOSS

Page 16: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org

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

Page 17: Philadelphia Area SharePoint User Group  February 24 th, 2010 Marshall Kurtz RJB Technical Consulting  marshall.kurtz@rjbtech.com.

Questions?

Marshall KurtzAccount ExecutiveRJB Technical Consultingwww.rjbtech.comhttp://www.sharepointspecialists.com/[email protected]

Want more SharePoint Tips and Tricks?Follow me on Twitter @SPointMarshall

Follow RJB on Twitter @RJBTech

Philadelphia AreaSharePoint User Group

www.PhillySharePoint.org