Way back when I first started writing for this blog, I wrote my very first post onÂ how end user buy in is the key to the success of many software implementations. Whilst that post focussed more on the usability of IPM because it can be used within Outlook, I wanted to use this post to illustrate some other user friendly features.
There has been a lot of talk in the project management blogosphere lately focussing on project failure and how it can actually lead to success. However, one of the key points I have taken away from all these blogs is that failure only contributes to future success if you learn from the mistakes you made the first time. Failure is obviously no good if you continue to make the same mistakes over and over, without any change to your practices in light of what the failure is showing you.
ThroughoutÂ The Workflow Series, we have shown you many ways you can use workflows to automate and customise your use of IPM. As we are continually adjusting and changing IPM in our development process, new ways to use workflows are appearing all the time and one such way is the conversion of Site Diary information into official Change Requests.
So far Iâ€™ve covered a few of the new features of Microsoft Dynamics CRM 2011 that are going to make it a lot easier to manage your projects within IPM. WithÂ customisable dashboardsÂ to show you snapshots of information about your project in the one screen, toÂ conditional formattingÂ to change the appearance of certain items in a list so they stand out, the new version of IPM definitely looks exciting for project managers. So I thought, why not treat you with a few more new features?
We all know projects carry some degree of risk, but the important thing is to try to manage and mitigate the risk so that it doesnâ€™t evolve into an issue on your project. Too many times, companies have either not conducted a risk assessment, or have ignored risk assessments and not properly addressed and dealt with the risk, and the risk has come back to bite them tenfold.
In the previous post, we looked at how workflows can assist you inÂ taking the information from an issue and creating a change request or RFIÂ . This post will look at one of the next steps in this process, which you may need if the change required has an effect on one of the subcontracts.
I found the great quote for my headline fromÂ a collection of project management sayingsÂ from Steven Seayâ€™s ProjectSteps blog. I thought it was quite quirky and relevant not only to project management in general but also to todayâ€™s discussion on Microsoft Dynamics CRM 2011 dashboards.
This is the fourth post inÂ the Workflow series, which we hope has been helpful so far in showing you a few examples of how workflows can help automate some key areas of IPM you use every day.
Here at IPM Global weâ€™re gearing up for the globalÂ on-premise release of Microsoft Dynamics CRM 2011, earmarked for February 28th. In preparation, Iâ€™ve been doing some exploring to discover all theÂ cool new features of CRM 2011Â that are going to make your lives a lot easier as project managers and IPM users.
This is the third post inÂ the Workflow series, showing you easy ways you can use workflows to enhance and automate IPM to suit your own business processes.
This week, Iâ€™m going to show you a workflow we came up with that can make the process of approving purchase orders simpler. In your organisation, you may have employees who are only authorised to approve purchase orders up to a certain amount, but anything over that must be approved by an employee with a higher approval limit, such as the project manager.