0

Work Management in Office 365Treb Gatte, Project MVPTumbleroad.comSeattle, WA, USA

1

Welcome to SharePoint Saturday Houston

• Please turn off all electronic devices or set them to vibrate.

• If you must take a phone call, please do so in the hall so as not to disturb others.

• Special thanks to our Diamond Sponsor, HSPUG

Thank you for being a part of the 7th Annual SharePoint Saturday for the greater Houston area!

2

Thanks to all our Sponsors!

3

Information

• Speaker presentation slides should be available from the SPSHOU website within a week or so

• The Houston SharePoint User Group will be having it’s next meeting Wednesday April 20th. Please join us at www.h-spug.org

4

Work Management in Office 365Treb Gatte, Project MVPTumbleroad.comSeattle, WA, USA

5

• Managing Partner, http://TumbleRoad.com, Project and Power BI Partner

• Helped well-known companies like Wells Fargo, Starbucks and Tory Burch achieve project management success.

• Project MVP

• Authored two books on Project and SharePoint

• CIO Magazine Contributor, where he writes the new blog, the Effective Enterprise.

• Former Project Engineering Team PM @ Microsoft

• Starbucks Coffee Master

Treb Gatte

6

We have a problem today

7

…has terminated it’s contract, following the

collapse of the project…

8

…in response to public outcry, government

officials killed the project…

9

Two years later, the five-year project's

completion date slipped and the estimated total

budget ballooned to $123 million

10

Only 2.5% of companies complete 100% of their projects.

--PricewaterhouseCoopers

11

Take away:Predicting the future is hard, good communication helps.

12

Concept Review

13

14

Projects are Social!

15

Projects have been about stories since the beginning.

16

Story telling

21st Century style

17

Project Manager

Senior Managers

Finance

Resource

Manager

Team

Member

Typical WM Conversations

18

Audience

Conversation

Key Questions

Data Process Tool

Conversation-Centric Design Process

19

Take away:Define Your Conversation

20

My old manager

21

Woot!

Management!!

22

Your wish was granted.

23

We need a central place to communicate.

24

25

Take away:Own Your Story

26

Roadmap

27

Scope Wunderlist Excel / Outlook Tasks

Office 365 Groups with Connectors

Office 365 Groups with Planner

SharePoint team site with Tasks

SharePointteam site with Tasks with Project Pro

Project Online

Personal

Small work team

Across teams, same department

Across departments

Across corporations

Team CollaborationFiles as attachments

Manual reporting via cut/paste

Action Items

Team CollaborationFiles in repositoryTasks (& Schedules with Project)

Reporting by Task List Team CollaborationTasks & SchedulesCostsResource CapacityReporting across allPortfolio

Team CollaborationFiles in repositoryTasks Manual Reporting by Cut/Paste

28

Scope Wunderlist Excel / Outlook Tasks

Office 365 Groups with Connectors

Office 365 Groups with Planner

SharePoint team site with Tasks

SharePointteam site with Tasks with Project Pro

Project Online

Personal

Small work team

Across teams, same department

Across departments

Across corporations

Demo 1

Demo 2

Demo 3

Demo 4

29

Take away:Choose the tool for story

telling

30

demoOffice 365 Groups with Planner

31

demoOffice 365 Groups with Trello using Connectors

32

demoOffice 365 Tasks List with Project Professional

33

demoProject Online

34

Summary

35

Questions & Answers

Treb Gatte

+1 425 654 3437

Treb.gatte@tumbleroad.com

36

Useful Resources• http://www.tumbleroad.com/blog

• http://aboutmsproject.com

• http://twitter.com/tgatte

• http://www.linkedin.com/in/tgatte

• http://tumbleroad.com/sharepoint-saturday-videos/

37

Please Leave Feedback During Q&A

https://www.whatsyouranswer.com/QR.aspx?sid=S20164372125

http://bit.ly/TrebisaGreatSpeaker