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Jan
7
A Case Study in SharePoint: Annual Project Reviews
Shannon Wittal from Quad/Graphics, Inc. has provided me with a document on how she created the Annual Project Reviews site for her company. She has kindly agreed to allow me to distribute the document as a case study for creating a SharePoint implementation proposal.
I am including the Project Overview and Current Process statements for your quick perusal. However, the meat is in the document itself: 13 pages of tightly defined requirements and specs for the project.
Shannon, this is great stuff. Are you sure you don’t want to be a SharePoint Project Management Consultant? Thanks, in advance, from all of our readers.
Table of Contents
Project Overview
Current Process
Proposed/Implemented SharePoint Infrastructure
Proposed/Implemented SharePoint Site Structure
Proposed/Implemented SharePoint Site Security Structure for Annual Reviews
Proposed/Implemented DMC-Annual Reviews User Process
Additional References
Project Overview
In the past there has been no formal structure for the creation and storage of the IS departments’ annual reviews. This has created issues from year-to-year. Those issues include:
- Multiple versions of a single review type form exist on reviewers’ personal drives
- No central storage location exists for reviews that are in progress or completed.
- Security issues are addressed by each reviewer. Documents are stored on personal drive or share.
- IS Directors are unable to determine the number of reviews completed vs. those remaining to be completed.
- Reviewers are unable to find previous reviews for an employee so it is difficult to assess progress made on future goals established in the previous year.
The addition of SharePoint as a collaboration tool used for other issues may be able to solve the issues listed above. However, the problems that must be addressed in this case are more complex then anything we have tried with SharePoint to this point. Preliminary research does indicate that the tool is flexible enough that we should attempt to build a SharePoint solution for this project.
Current Process
Currently each reviewer knows which reviews they are required to perform. They will use any form they feel is appropriate for the employee they are reviewing. When the reviewer has completed the employee’s review they will send a copy of the review via Email to their director for additional comments. See process flow below.
Download the proposal to view Shannon’s entire implementation plan, including a diagram of the proposed site structure
About Shannon Wittal and Quad Graphics:
“Quad/Graphics is the quintessential American business success story. By doing things differently and better over the past 35-plus years, we’ve grown from humble beginnings in rural Pewaukee, Wis., into the largest privately held printer in the world today.”
