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Utilize Familiar Tools to Streamline Repetitive Project Management Tasks with SharePoint 2013

SharePoint 2013 has been deeply integrated with Windows and Office 2013 apps. For example, Office Web Apps allow users to open documents in the browser and to edit them, as well, without recourse to desktop Office apps. As well, the Document Co-Authoring feature (which has been available since SharePoint 2010) allows multiple people to access the same document and work on it at the same time. So now there is no need to email documents to collect updates.

The Document Co-Authoring feature can be implemented with Lync 2013. In this scenario documents can be shared by simply inviting co-workers to a document stored in a document library in SharePoint 2013. When the co-authoring process has completed, users will be notified to reload to obtain the updates. Changes can be identified by using the “Compare” feature included with Office applications, as long as versioning has been turned on for the specific SharePoint document library. Any changes will be identified and exposed to the user.

Dux Raymond Sy, PMP, SharePoint MVP and author of SharePoint 2010: Project Management demonstrates how to use the above mentioned tools in a video tutorial titled Utilize Familiar Tools.

We particularly liked Dux’s demonstration of the “Excel SharePoint List Syncrhonization” add-in for Microsoft Excel. The example Dux presents, which includes a fictitious accountant, who, prior to an implementation of SharePoint 2013, spent 6 hours per month putting together expense reports. Dux demonstrates how the “Excel SharePoint List Syncronization” Add-In for Excel can be used for seamlessly bi-directional publishing of Excel table data to a SharePoint list. The example is clearly a SharePoint adoption success story. The accountant certainly had an alternative method of accomplishing the same objective, albeit a slower one. But once the accountant gained the assurance the same result, meaning publishing all of the summary data in Excel, would be produced by the new method built on SharePoint Server 2013, she willingly dropped the old procedure for the new one built in SharePoint.

Ira Michael Blonder

© Rehmani Consulting, Inc. & Ira Michael Blonder, 2013 All Rights Reserved