Overview: Project Server 2003 and Enterprise Project Management EPM Implementation for Marshall UniversityJanuary 31

Slide 1:Overview: Project Server 2003 and Enterprise Project Management (EPM) Implementation for Marshall University January 31, 2005

Presented by: Chuck Elliott and Yanzhi Wu

Slide 2:Agenda

Introduction Demo Known problems Webcast Concerns and Challenges Recommendations Discussion and Next Steps

Slide 3:Demo

Simple project demonstrating the Microsoft EPM solution Project Plan Development Enterprise Resource Pool Enterprise Global template Publishing a project to Project Server Project Web Access integration with Outlook Project Management using Project Server

Slide 4:Known Problems

Outlook integration Tasks show as appointments, it was designed this way and takes getting used to Updating tasks in Project Web Access can generate conflicting data in Outlook Learning Tree instructor recommended we keep in mind that Outlook integration may not be best solution Service Pack 1 should not be installed, we�re investigating

Slide 5:Webcast

TechNet Webcast: A Proven Approach for Success: An Introduction to the EPM Workshop Series (Level 200)

Slide 6:Concerns and Challenges

Enterprise Resource Pool The larger and more complex the pool, the more resources are required to administer and maintain Enterprise level Portfolio management, and Resource management, are dependent on standards and consistency Establishing and enforcing organizational standards Maintenance of the data, adding new types of data (new people, new skill sets, new coding schemes) Tracking leave, sick-leave, training, travel etc. Will this be a centralized or dispersed responsibility?

Slide 7:Concerns and Challenges

Enterprise Global template Allows for all published projects to use the same custom settings (fields, views, tables, reports, groups, calendars, plus enterprise-only fields) Better organization-wide reporting and analysis Standardizes organization breakdown structures Planning is important. What standards do we need?

Slide 8:Concerns and Challenges

Not just a �technology project� or, if it is, let�s decide that up front Hardware. Our current single-server environment may support up to 250 users and/or projects Licensing an issue mostly for use on non-MU equipment, e.g., consultants and third-party team members Client Access License (CAL) required to use Project Web Access without Project Professional

Slide 9:Concerns and Challenges

Training Role based is preferred. Costs � both dollars and manhours Project Management Office (real or virtual) members should be �expert� at using Project Professional Project Managers and team members will benefit from training Just-in-time training for team members Performance Analysis Earned Value analysis � Project supports only Percent Complete and Physical Percent Complete Organizational Culture Effective implementation will require a change in culture (positive ones) PMs will have to use prescribed calendars, global template, and work within the system An effective PMO will control and negotiate standards

Slide 10:Concerns and Challenges

Outcomes What do the leaders and executives really want? Can an ideal Project Server 2003 implementation meet those needs? Full implementation concerns Phased process Prototype Test the prototype Develop training materials Pilot test Identify new groups to train and bring into the system Test environment Hardware costs Administration Testing Plan and staffing Disaster Recovery Strategies, planning, backup and recovery testing, hardware costs

Slide 11:Recommendations

Our recommendations assume an Enterprise Project Management (EPM) initiative is desired

Slide 12:Recommendation 1

IT Executive Group staff an EPM Implementation Planning Project, the goal of which would be twofold:

Slide 13:Goal 1

Draft a high-level implementation plan for Project Server 2003 within IT (and possibly broader) that includes some or all of the following deliverables (documents): Vision Statement for EPM implementation Project Charter Project Scope Statement Scope Management Plan Project Management Plan Expansion Plan (for non-IT departments) Other Documents Suggested time frame: two to four weeks

Slide 14:Goal 2

Work with the Project Server Administration Team to establish standards for documentation that: contribute to project success and can serve as models for subsequent projects and deliverables help meet future executive needs for: Modeling Analysis Portfolio management Resource management Forecasting Other needs

Slide 15:Recommendation 2

Consider establishing a Project Management Office (real or virtual) with one FTE Advise executives on project-prioritization Advise executives on at-risk projects, provide early-warning Maintain documentation on the environment, policies, and procedures Administer and coordinate Enterprise Resource Pool and Enterprise Global template Support Projects and Project Managers Recommend server configuration changes Design or assist Executives in the design of Views and Reports Provide training or training resources

Slide 16:Resources

Webcasts TechNet Webcast: A Proven Approach for Success: An Introduction to the EPM Workshop Series (Level 200) Microsoft Executive Circle Webcast: Building a PMO with Microsoft's Enterprise Project Management Solution Documentation The Project Server 2003 Resource Kit Web Pages Project 2003 Home Page Enterprise Project Management (EPM) Solution Overview Planning your EPM Solution implementation

Slide 17:Discussion

Questions Discussion Next Steps