Integrating Application Lifecycle Management & Project Portfolio Management

1. Integrating Application Lifecycle Management & Project Portfolio Management Name: Ben Chamberlain Title: Senior Product Manager Company: Microsoft (Project) Session Code: OFC03-INT Name: Jan Kalis Title: Senior Technical Product Management Company: Microsoft (Project)

2. Agenda • Overview • ALM Solution Demonstration • Technical Overview • Questions & Answers

3. New EPM SolutionsGain Additional Value From The Microsoft Platform Project Portfolio Management (PPM) Innovation Process Management (IPM) Application Life-Cycle Management (ALM) Capital Planning & Investment Control www.epmconnect.com

4. Enterprise Architecture Application Lifecycle Management (ALM)Entire Lifecycle: From Cradle to Grave • Business Strategy Evaluate Analyze Portfolio Finalize Lifecycle Decisions Execution & Delivery Operations End of Life Investment Submission & Selection

5. Related But Separate Disciplines A Common Business Challenge “ The project management problem in most IT organizations is one of connecting two worlds. Project Managers are interested in metrics, dollars and time. Developers are interested inframeworks, components and tools. How do we connect these two worlds? How do we make the connection less manual, and more automatic for the profit of the whole firm? • Kumar Vadaparty, Director, Global Wealth Management, Merrill LynchSpeaking at the Microsoft Project Conference, October 2007 ”

6. Connecting Two Disparate WorldsRelated But Separate Disciplines Business Value Identified Business Value Delivered Governance Project Portfolio Management (PPM) Application Development & Deployment PEOPLE PROCESS TOOLS

7. People: Business Needs & ChallengesWhat Motivates The Different Roles? Team Collaboration, Schedule, Budget, Status & Performance Strategic Alignment, Cost Reduction, Operational Efficiency & Business Performance PEOPLE Resource Manager Development & Test Lead Developer & Tester Project Manager Executive PROCESS Requirements & Estimates, Development Best Practices and Team Collaboration Enterprise Demand, Governance & Portfolio Performance TOOLS EPM VSTS SharePoint Director of PMO High Quality & Stable Features, Right Productivity Tools to Minimize Administrative Overhead Resource Utilization & Headcount & Training Requirements EPM: Enterprise Project Management; VSTS: Visual Studio Team System

8. Process: Governance LifecycleFrom Invesment Submission through to Deployment Execute Define Plan Initiate Deploy Checkpoint Select Checkpoint Plan Checkpoint Initiate Checkpoint Submit Project Request Development Milestones Request Approved Build Business Case Plan Code Project Mgmt Office Review Project Mgmt Office Review Build Project Team & Schedule Test Information Alignment Review Business Case Review Business Case Stabilization Define Functional Requirements Cost & Benefit UAT Risk Portfolio Analysis & Selection Portfolio Analysis & Selection Finalize Development & Test Estimates Status Reporting Project Approved Approved Project Approved Baseline Project Plan Completed Move to Production Update Business Case Update Application Inventory

9. Tools: Select the Right TechnologyEnsure Teams Remain Seamlessly Connected Execute Define Plan Initiate Deploy Checkpoint Select Checkpoint Plan Checkpoint Initiate Checkpoint

10. Demonstration Application Lifecycle Management (ALM) Connecting the Worlds of Project & Portfolio Management and Application Development

11. ALM Demonstration OverviewMeet the Actors Execute Define Plan Initiate Deploy Checkpoint Select Checkpoint Plan Checkpoint Initiate Checkpoint Larry Zhang Developer David Jones Project Manager Chris Ashton Business Dev Manager Patrick Hines PMO Director Chris Ashton Business Dev Manager Patrick Hines PMO Director Patrick Hines PMO Director Alan Steiner Business Analyst Jon Morris Development Lead Contoso Executive Team Contoso Executive Team Contoso Executive Team David Jones Project Manager Jon Morris Development Lead Update Business Case

12. Key Components of the solution Office SharePoint Server “presentation” “storage – lists, documents, forms” “workflow” “search” Customizations – code, visuals “WebParts”, “capture form”, “the glue” Office Project Portfolio Server “select the right ideas” Office Project Server “execute the project the right way” Visual Studio Team System “engineering tools” Office Forms Server “capture the data” Office Excel Web Services “present the data”

13. ALM – Initiate Phase InfoPath Project Initiation Form Execute Plan Initiate Plan Checkpoint Initiate Checkpoint Custom WebPart renders project list by phases on Projects Home page Define Custom Code Select Checkpoint Forms Library – “Projects” Task Library – “MyApproval”

14. ALM -Initiate Checkpoint InfoPath Initiation Form – with approval section displayed Send notification e-mail Execute Plan Initiate • Project Server (called via PSI) • Project Proposal Creation • Project Proposal Publish • Project Workspace Creation Plan Checkpoint Initiate Checkpoint Define Custom Code Select Checkpoint Forms Library – “Projects” Task Library – “MyApproval” Project Server stores get updated SharePoint data stores

15. ALM - Define Updates the Word “Business Case Document” (uses PIA and the Word object model – not ideal for server solutions ) InfoPath Business Case Form Execute Updates the Excel “Comparison Matrix” (by opening the XLXS package) Plan Initiate Plan Checkpoint Initiate Checkpoint Define Custom Code Select Checkpoint Library – “Forms” in the Project Workspace Forms Library – “Projects” Task Library – “MyApproval” Project SharePoint Workspace WebParts get the latest data

16. ALM – Select Checkpoint Custom Code Create task in “MyApproval” list Change workflow stage to Select • Portfolio Server (called via PPSI) • Project created in PPS • Project updated based on values previously captured in the “Forms/BusinesCase.xml” Execute Plan Initiate • Project Server (called via PSI) • Full Project from template created and re-linked to existing workspace • Old project proposal deleted Plan Checkpoint Custom PPS Connector InfoPath Select Checkpoint Form with two stage approval Initiate Checkpoint Define • Team Foundation Server • Project with the same name created in TFS Select Checkpoint Library “Forms” in the Project Workspace Create task in “MyApproval” list Custom Code Change workflow stage to Plan

17. ALM – Plan Determine resource allocation using Project Server reports Work Estimates are rolled-up to the original Summary tasks and approved by Project Manager. Further work on the plan in Project Professional – occurs. Detailed project plan in Project Professional – includes schedule planning and selecting concrete resources Execute Plan Initiate Plan Checkpoint Initiate Checkpoint ExtendedProject Server to Visual Studio Team System Connector Define Tasks from Project Server are automatically linked to the corresponding Work Items in the VSTS Work Item estimates and detailed tasks are created in the VSTS toolset (this demo includes Office Excel) VS Team System - Familiar productivity tools for engineering Select Checkpoint

18. TFS connector details Execute • Based on “Project Server 2007 VSTS Connector” • Available on CodePlex http://www.codeplex.com/pstfsconnector • With the following enhancements - • TFS Project created and linked to the PS Project automatically (via code) • Individual tasks in project plan are marked for sync with TFS on task level not assignment level • New work items from TFS do not create new assignments in Project Server, but are rolled-up to summary level • Sync’ing Task attachment links to corresponding Work Items in TFS Plan Initiate Plan Checkpoint Initiate Checkpoint Define Select Checkpoint

19. Want To Learn More?Where Can I Find More Info on the ALM Solution? • Solution Content • Bill of Materials & Demos • www.epmconnect.com • ) BDM Presentation • Code Samples • CodePlex (Project Server -> TFS Connector) • (www.codeplex.com) • MSDN Code Gallery (Portfolio Server WebService) • (http://code.msdn.microsoft.com) Silverlight Demo Image Virtual PC Demo Image EPM Connect Hosted Tour • Product Overview • Visual Studio Team System 2008 (http://www.microsoft.com/visualstudio) • Microsoft EPM Solution (http://office.microsoft.com/en-us/epmsolution) PS Presenter’s Script Code Samples

20. New EPM SolutionsGain Additional Value From The Microsoft Platform Project Portfolio Management (PPM) Innovation Process Management (IPM) Application Life-Cycle Management (ALM) Capital Planning & Investment Control www.epmconnect.com

21. Learn how Project is helping customers today to save money, enhance efficiency and drive growth, as well as obtain unique insights into how the next release will continue to support your business tomorrow. Microsoft Project Conference 2009: • Exclusive partner and customer opportunities to learn about the next release • 75+ in-depth breakout sessions for both technical and business audiences • Hands-on labs and product demonstrations • Thought provoking keynotes and engaging special events • Connect with peers, industry practitioners, certified partners and the Microsoft Project team to share experiences • Earn valued certifications – enjoy reduced fees with conference registration • Earn PMI PDUs • One of the largest and greenest facilities with full amenities, including complimentary internet www.msprojectconference.com

22. Related EPM Sessions OFC407 - Microsoft Office Project Server 2007 Performance Testing and Capacity Planning OFC306 - How to Configure an Innovation Process Management Solution Using Microsoft Office SharePoint Server 2007 and Enterprise Project Management 2007 OFC03-INT - Integrating Application Lifecycle Management and Project Portfolio Management OFC319 - Capacity Planning Testing for Microsoft Office SharePoint Server 2007

23. Q&A © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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25. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.