We have found customers setup SharePoint with document management as a first priority – and then come back later for Project Management – and it can get ugly!!!
Naturally everyone thinks document sharing when they think SharePoint. It seems such the obvious quick win – the natural place to start a SharePoint deployment. Get all the documents in the organization and get them organized on SharePoint. But when you think about it projects are naturally responsible for creating and updating and eventually archiving so many of the documents in any organization – that any basic document management on SharePoint that does not take project management into accounts causes lots of rework later. So start with document management if you must – but only start with those documents that are not involved in processes that will not end up on SharePoint or ones that will not end up there for a long time. So keep the project and portfolio management documents out of scope from the initial document management deployment on SharePoint. It is easy enough to have reports in one location of documents coming from multiple locations. For example a dashboard can be created of documents that come from projects and ones that come from central document libraries. The alternative is of course to start your SharePoint deployment with Project Management. Lots of our customers do this to great success. In terms of document management the project teams naturally add documents to the project work site – see screenshot below - so the chicken and the egg come together!
