Getting the best out of SharePoint as
a Project Management Platform
Colin Gardner
Kaboodle Software
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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
Orchestrated
Collaboration
Project
Management
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…)
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Has some exceptional states (cancelled, suspended…)
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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
The Dashboard
Team Site
Timeline Web Part
Process Map Web Part
Summary Info Web Part
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
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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