Optimization methods in Project Management using integration, SharePoint and Project Server

Optimization methods in PM using integration, SharePoint and Project ServerRoman Nedzelsky,MVP Integration @ redtoo s.r.o.

Roman NedzelskyPrincipal Architect / MVPredtoo s.r.o.

@roman_nedzelskyroman.nedzelsky@redtoo.comhttp://romannedzelsky.eu

AgendaWhat goes wrong

Already known optimization methodsSharePoint vs Project

Advanced Integrations

Algorithms

Main Issues• Unrealistic and on-timed

schedule planning• Unclear scope• Irrelevant information

about resources• Variability / motivation /

effectives• Absence of algorithms to

solve ad-hoc issues etc.

MURPHY’S LAW“Anything that can go wrong, will go wrong”

It’s all about strategy…• We are analyzing• We are planning• We are writing a

lot of documents

• But do we care about optimization???

No?

How companies are planning their projects?Let’s have a look…

Planning A – Microsoft Excel 20xx

Microsoft Excel• PROS• Great for formulas• Data Integration• BI possibilities

• CONS• It is not a tool for project management• No optimization through Project or Resources• No possibility of centralized resource pool

Planning B – Project Professional 20xx

Project Professional • PROS• Planning of projects, resources, budget• Team planner• Formulas• Custom fields• Master Plans• Connectivity to SharePoint & Project Server

• CONS• Small amount of information about resources• Small possibilities of optimization

• Blank file with all the resources• Projects with shared resources

Planning B2 – Project Professional 20xx

Project Professional – B2 option • PROS• Shared resources based on one file (empty project)• Possibility to drive these resources without project server

• CONS• No place for resource managers• No programs or portfolio management• No web-centralized solution• No strategy implementation• No BI

Methods: CPMCritical Path Method

Longest possible way from A to BCritical tasks in project

Methods: PERTProgram Evaluation and Review Technique

Characteristic by the mean value [EX] and deviation [VarX]To each tasks - Optimistic [a], pessimistic [b] and most probability [m] value

Conception…• Is there enough information about sales?• Is there enough information about project?• And what about resources?

SALES

Ant Colony algorithm• used for solving path minimization problems

• for solving and calculating both deterministic and probabilistic CPM/PERT networks

• cycle evolution method

PROJECT

CPM and PERT

RESOURCES

MAIN PROBLEMS WITH HUMAN RESOURCES• Which one to select for project? Lack of

information.• Unique resource?• Unused potential of resource• Static planning model of projects

Human resources in projects

There is a lot of information about human resources in your environment

Human resources in projects

…and even more in your cloud connections……so what about some integration based on SharePoint platform?

Microsoft account Work accountOffice 365 subscription

Optimization using SharePoint ServerGeneral InformationCentralization of SchedulesShared Resource PoolPlace for Risks/IssuesPlace for BI

Human ResourcesInformation from AD

Information from Profile

Information from Cloud

Optimization using SharePoint ServerInfoPath Form on the SharePoint Server from onboarding of the resource (first set of information)

- Location- Skillset- Main position- Salary

Optimization using SharePoint ServerThis set is propagated to HR System and based on this form the user is created (AD, ShP, PS, SAP,…)

Office 365 subscription

Optimization using SharePoint ServerWorkflow getting data from SharePoint and putting them to Project Server Custom Fields.

After that the workflow do the same with data from the other information system to completion the set

Complete set should looks like…

Name, Position, Manager,email, phone, department

About me, interests, orgchart info,͞�working on͞�informations, last documents and projects

Resource rate, callendar, availability and capacity

Address, keywords from interview,additional metadata about resource BASIC

INFO FROM

DOMAIN

DATA FROM MANY

SYSTEMS

CONSOLIDATION

ALGORITHMS

Now we know, how to get all the data, but…How to deal with them?

name: Joseph Wajíčkoposition: .NET Senior Developerskillset: analysis, testing, C#, .NET, SharePointliving: South City – Prague, Czech Republicrate: 750,- CZK/hr

- PM plans to put Joseph on a project as a developer- He will work onsite in customers office for most of time- The customer is about one hour far away from Josephs home

BUT WHAT IF ??!!

sometimes there needs to be time for improve

Other possibilities

Other possibilities

Algorithm – dynamicEvolution algorithm- Genetic- Multi-objective

genetic

COME to see us on our other sessions• JAN MAREK• Microsoft Hyper-V Best Practices

• ROMAN NEDZELSKY• Supporting Business Processes using PowerBI and WorkflowsOptimization Methods in PM using Integration & SharePoint

resources

http://romannedzelsky.euhttp://janmarek.euhttp://redtoo.com/cz

QUESTIONS ??

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