BP309 Project Management Inside and Outside the Box
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IBM Connections can help revolutionize project management by providing a single source of truth for all project information and enabling teams to connect, communicate, coordinate, and collaborate more effectively from inside and outside the collaboration tool. It allows teams to manage project components, track work through version control, easily share and discuss information, and capture related communications and documents. Extending Connections through APIs and widgets provides additional functionality for activities like notifying teams, embedding experiences, and reading/updating data to bridge systems together.
![Acknowledgements and Disclaimers
Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates.
The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither
intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information
contained in this presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise
related to, this presentation or any other materials. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM or
its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.
All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and
performance characteristics may vary by customer. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you
will result in any specific sales, revenue growth or other results.
© Copyright IBM Corporation 2014. All rights reserved.
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BP309 Project Management Inside and Outside the Box
- 1. BP309: Next Generation Project Management: Collaborating Inside and Outside the Box Mat Newman, IBM, @MatNewman Mikkel Flindt Heisterberg, OnTime by IntraVision, @lekkim © 2014 IBM Corporation
- 2. Please Note IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here. 2
- 3. Session Description Working within teams challenges individuals to connect, coordinate and collaborate to achieve a successful outcome. Often this involves managing vast amounts of information and tracking progress which traditional forms of communication struggle with. The Solution? IBM Connections! Mikkel and Mat will demonstrate how Connections revolutionises the way teams work by: Connecting with appropriate expertise, Communicating more effectively, Coordinating effort effortlessly and Collaborating productively from both Inside and Ouside the box 3
- 4. What we'll cover 4 Project Management 101 What you get inside the box – What's possible with the native tools in Connections What's possible outside the box – What's available by extending Connections with external tools
- 6. Project Management 101: Definition (or for the PM's – how to suck eggs) Project management is about creating an environment and conditions in which a defined goal or objective can be achieved in a controlled manner by a team of people.* * UK Association for Project Management, 2012 6
- 7. Project Management 101: The “Constriants” (or for the PM's – how to suck eggs) Cost Quality EXPECTATIONS Scope 7 Time
- 8. Project Management 101: Who is involved 8 Project Manager, Project Sponsor, Employees, Clients, Subcontractors, and Stakeholders.
- 9. The Project Manager Defines the project, reduces it to a set of manageable tasks, obtains appropriate resources and builds a team to perform the work. Sets the final goal for the project and motivates the team to complete the project on time. Informs all stakeholders of progress on a regular basis. Assess' and monitors risks to the project and mitigate them. 9
- 10. Project Phases 10 Definition – Defining the goals, objectives and critical success factors for the project. Initiation – Everything that is needed to set-up the project before work can start. Planning – Detailed plans of how the work will be carried out including time, cost and resource estimates. Execution – Doing the work to deliver the product, service or desired outcome. Monitor & Control – Ensuring that a project stays on track and taking corrective action to ensure it does. Closure – Formal acceptance of the deliverables and disbanding of all the elements that were required to run the project.
- 11. Project Key Components Planning through Phases Requirements Scope RISK Work Breakdown Structure Deliverables Meetings Updates / Reports Communications 11
- 12. Project – Documenting for Success 12 Scope – The overall definition of what the project is supposed to accomplish, including the projects goal, the resources to be used to carry it out, and a specific description of the expected end result. Deliverable – Either a physical object (new product) or an outcome (complete business plan) Specifications – Detailed Descriptions of the deliverables for a project and include the technical, time and cost requirements of a project. Contingency – A planned allocation of resources that are to be used in the event that something unforseen affects the completion of a project according to the schedule. Change order – A request for a change in the projects scope deliverables or cost. Success – Deliverables need to be both achievable and clearly defined.
- 13. “Work” generated surrounding the Project Planning and Scheduling tool(s) – 13 In Addition to: Documents / Files Email Meetings / Calendar Entries Status updates / Reports
- 15. Stuff Happens! Poor communication, Disagreement, Misunderstandings, Bad weather, Strikes / Disruptions, Personality conflicts, Poor management, and Poorly defined goals and objectives. 15
- 16. Project Management 101: Recap Scope + Time + Cost + Quality { = <> => =< } Expectations Monitor and Manage Phases Planning / Documents / Change Control Tracking the Work generated Reporting effectively Everything surrounding a project can be more efficient IF ... 16
- 17. Everyone has access to a single source of the TRUTH 17
- 18. Project Management 101: Review Project management is about creating an environment and conditions in which a defined goal or objective can be achieved in a controlled manner by a TEAM of PEOPLE. Current Generation Project Management = Task Centric Next Generation Project Management = People Centric THE tool for NextGen Project Management? 18
- 20. What you get inside the box 20
- 21. How can IBM Connections help? Planning through Phases Requirements Deliverables Scope Work Breakdown Structure Meetings Updates / Reports Communications 21
- 22. Reviewing IBM Connections capabilities Profiles Communities Files Activities Wiki's Blogs Forums Events Polls and Surveys Media Gallery 22
- 23. Creating the Project A single source of the TRUTH Central access to all project information An IBM Connections COMMUNITY 23
- 24. Planning through Phases 24 Creation: – Definition – Initiation – Planning On Track, On Target, On Time: – Execution – Monitor & Control Closure
- 25. Planning through Phases: Definition 25 Goals Objectives Success Factors
- 26. Planning through Phases: Initiation 26 Setting up the project: Requirements Scope Deliverables Expertise WIKI
- 27. Requirements 27 What are the outcomes expected by the Project Stakeholder Wiki provides – Version Control – Heirachy – Comments and review – Attachments – (images, plans, diagrams, etc) Does not provide – Co-authoring, and – Assignment ● IBM Docs
- 28. Scope 28 The overall definition of what the project is supposed to accomplish Wiki provides – Version Control – Heirachy – Comments and review – Attachments (images, plans, diagrams, etc) Does not provide – Co-authoring, and – Assignment ● IBM Docs
- 29. Deliverables 29 The “things” produced after successfully completing the project Wiki provides – Version Control – Heirachy – Comments and review – Attachments (images, plans, diagrams, etc) Does not provide – Co-authoring, and – Assignment ● IBM Docs
- 30. EXPERTISE 30 No longer limited to: – Location – Geography – Time Zone Choose members based on: – EXPERTISE
- 31. Planning through phases: Work Breakdown Structure 31 Activities: – Sections – Entries – To Do's (Tasks) – Assignment – Notification – Review – Comments – Attachments – Links – Bookmarks
- 32. Meetings 32 Community Events Coordinate Meetings Plan Deadlines Subscribe and overlay in a Notes Calendar
- 33. Updates / Reports 33 Single source of the TRUTH enables a complete overview of everything happening
- 34. Communications 34 Consolidated access to all information – Email, – Activities, – To Do's, – Comments, – Files, – Bookmarks
- 35. Summary: Whats possible inside the box 35 Single source of the TRUTH Ability to manage project components Version (change) control Easily share, notify and discuss Capture “Work” surrounding the project: – Planning and Scheduling tool(s) – Documents / Files – Email – Meetings / Calendar Entries – Status updates / Reports
- 36. What's possible outside the box 36
- 37. Inside/out vs. outside/in 2 ways to extend IBM Connections ● Inside / out – Stuff running inside the IBM Connections container connecting out or providing functionality ● Outside / in – Stuff running outside the IBM Connections container connecting in to provide functionality 37
- 38. Inside / out 38 Customize header / footer UI / CSS / logo Customize profile layout using profile types and/or macros iWidgets (Homepage, Profiles, Communities) OpenSocial Gadgets (Homepage, Embedded Experiences) Event Handlers – Synchroneous – Asynchroneous
- 39. Outside / in 39 Gadgets w/ embedded experience in the activity stream Use API to read data – Read activity stream e.g. actionable items Use API to add/update data – Post to the activity stream e.g. save entries or mark actionable – Post to the microblog Use API to search Embed business card in other application
- 40. IBM Connections as a platform 40 When looking at IBM Connections from outside the box you see it as components and not a single unified UI – News – Common aka “Connections” – Profiles – Activities – Search – ... Each component as its own Application Programming Interface or API for short – The API's are documented in the IBM Social Business Application Development Wiki – http://www-10.lotus.com/ldd/appdevwiki.nsf
- 41. API 101 41
- 42. API 101 API ● Steering wheel ● Gear shift ● Pedals ● Key 42
- 43. Inside / out 43 Customize header / footer UI / CSS / logo Customize profile layout using profile types and/or macros iWidgets (Homepage, Profiles, Communities) OpenSocial Gadgets (Homepage, Embedded Experiences) Event Handlers – Synchroneous – Asynchroneous
- 44. Inside / out 44 Customize header / footer UI / CSS / logo Customize profile layout using profile types and/or macros iWidgets (Homepage, Profiles, Communities) OpenSocial Gadgets (Homepage, Embedded Experiences) Event Handlers – Synchroneous – Asynchroneous
- 45. iWidgets Built using HTML, CSS and JavaScript Deployed by the IBM Connections administrator May be used in Homepage, Profiles and Communities Context about current profile or current community may be obtained from the runtime Pro tip: See my Lotusphere 2012 presentation titled “BP207: Easy as Pie – Creating Widgets for IBM Connections” at http://www.slideshare.net/lekkim 45
- 46. Inside / out 46 Customize header / footer UI / CSS / logo Customize profile layout using profile types and/or macros iWidgets (Homepage, Profiles, Communities) OpenSocial Gadgets (Homepage, Embedded Experiences) Event Handlers – Synchroneous – Asynchroneous
- 47. Event handlers 47 Allows you to hook into the event mechanism in IBM Connections Written in Java and configured through XML files Provides unlimited flexibility and power but it comes at a price Excellent for compliance or monitoring Event reference: http://bit.ly/IC14BP309_02
- 48. Outside / in 48 Gadgets w/ embedded experience in activity stream Use API to read data – Read activity stream e.g. actionable items Use API to add/update data – Post to the activity stream e.g. save entries or mark actionable – Post to microblog Use API to search Embed business card in other application
- 49. Outside / in 49 Gadgets w/ embedded experience in activity stream Use API to read data – Read activity stream e.g. actionable items Use API to add/update data – Post to the activity stream e.g. save entries or mark actionable – Post to microblog Use API to search Embed business card in other application
- 50. Activity stream Easily done from almost any language or application out there using standards based REST API (there is that word again) Excellent tool to notifying about content created in other locations – provides rollup, commenting and rich UI using embedded experiences Bridge the gap from simply sharing to purposefully collaborating Pro tip: See my IBM Connect 2014 presentation titled “BP301: An Introduction to Working With the Activity Stream” at http://www.slideshare.net/lekkim 50
- 51. Outside / in 51 Gadgets w/ embedded experience in activity stream Use API to read data – Read activity stream e.g. actionable items Use API to add/update data – Post to the activity stream e.g. save entries or mark actionable – Post to microblog Use API to search Embed business card in other application
- 52. Using Atom based API's 52 All components has standard based REST API's Based on Atom standard (feed / entries) Requires parsing and patience but you can do just about anything from any language Recommend you look into IBM Social Business Toolkit if you prefer not rolling your own API Reference: http://bit.ly/IC14BP309_03
- 53. Engage Online SocialBiz User Group socialbizug.org – Join the epicenter of Notes and Collaboration user groups Follow us on Twitter – @IBMConnect and @IBMSocialBiz LinkedIn http://bit.ly/SBComm – Participate in the IBM Social Business group on LinkedIn: Facebook https://www.facebook.com/IBMSocialBiz – Like IBM Social Business on Facebook Social Business Insights blog ibm.com/blogs/socialbusiness – Read and engage with our bloggers 53
- 54. Access Connect Online to complete your session surveys using any: – Web or mobile browser – Connect Online kiosk onsite 54
- 55. Acknowledgements and Disclaimers Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other materials. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. © Copyright IBM Corporation 2014. All rights reserved. U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Please update paragraph below for the particular product or family brand trademarks you mention such as WebSphere, DB2, Maximo, Clearcase, Lotus, etc. IBM, the IBM logo, ibm.com, [IBM Brand, if trademarked], and [IBM Product, if trademarked] are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml If you have mentioned trademarks that are not from IBM, please update and add the following lines: [Insert any special 3rd party trademark names/attributions here] Other company, product, or service names may be trademarks or service marks of others. 55