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Brendan Giles, PMP Systemgroup Management Services. Microsoft Project Solution Offerings and the next chapter of EPM September 17th, 2003. Overview. Review Enterprise Project Management 10min Discuss Enterprise Project Management solution offerings (focus on Jumpstart ). 25min
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Brendan Giles, PMP Systemgroup Management Services Microsoft Project Solution Offerings and the next chapter of EPM September 17th, 2003
Overview • Review Enterprise Project Management 10min • Discuss Enterprise Project Management solution offerings (focus on Jumpstart). 25min • Its here! A Glimpse into Microsoft Office Project 2003 25min
Enterprise Project Management • Centralizes the management and optimization of resources. • Standardizes project reporting. • Allows for portfolio modeling and analysis. • Enhances collaboration among team members. • Makes project data more accessible.
Enterprise Project Management • Improves team participation throughout the project life cycle. • Enables timely decision making. • Allows for the creation of a pool of resource skills. • Allows for accurate forecasting of resource demand. • Communicates with other business applications.
What is an Enterprise Project Management (EPM) solution offering? Something that uses lots of terms and buzzwords Jumpstart Rapid Adoption Program Bootcamp Enterprise Implementation Framework RAMP Accelerators Quickstart
What is a Microsoft EPM Solution? • It is a true enterprise-class solution that aligns people and systems, providing the project collaboration and analysis tools you need to make informed, proactive decisions.
What makes up an Enterprise Project Management solution offering? • PM Maturity Assessment • Role Assessment • Definition of Requirements • Creation of a prototype environment • Review of Benefits • Training and Support • Pilot Projects • Evaluations and Refinements • Large Scale Rollouts
EPM Solutions Offerings • Microsoft Project Training Bootcamps(4 days) Key Deliverable: Intensive Role Based Training • JumpStart Programs (3 – 4 weeks) Key Deliverable:Working Prototype Environment to Spec • Enterprise Implementation using EIF (3 – 6 months) Key Deliverables:Pilot Project and Enterprise Rollout
JumpstartProgram • Understand the current project management environment • Provide a Proof of Concept • Create Benefits and Recommendations • Evaluation
Understand the current project management environment The organization’s existing project management maturity level is assessed. • Review the organization’s project management practices with key stakeholders. • Assess the organization's current capabilities for program and portfolio management processes.
Understand the current project management environment • Assess readiness of the organization's project management and technical environment including culture, capabilities, conversions, and commitment. • Recommend a plan of action at the completion of the assessment.
Understand the current project management environment • Deliverable: Produce a Vision/Scope Document for the proposed EPM Environment.
Provide a Proof of Concept Deliverable: Setup the Environment • Microsoft Windows 2003 Server (Using WSS). • (Microsoft Windows 2000 Server - not using WSS) • SQL Server 2000 • SQL Analysis Services. • Appropriate Service Packs. • Microsoft Office Project Server 2003. • Windows Sharepoint Services. • Microsoft Office including Project Professional 2003.
Provide a Proof of Concept Deliverable: Functional Requirements • Define the Resource Breakdown Structure • Define enterprise resource and project Custom Fields • Determine roles, groups and security. • Setup an enterprise resource pool (Generic/real). • Define the enterprise standards. E.g. Calendars. • Define Enterprise Project Plan Templates. • Define Custom Views.
Provide a Proof of Concept • Configure the environment as per functional Requirements
Provide a Proof of Concept Deliverable: Conversion of Existing Project Plans • Project 98 or Project 2000 Plans • Microsoft Excel Project Plans • Other
Training and Mentoring Training is role based and all members of the project team from executives to team members are users of the environment • Administrators • Project Server • Administrators • Executives • Portfolio Managers • Project Managers • Resource Managers • Team Leaders • Team Members.
Create Benefits and Recommendations Determine Return on Investment Perform an ROI Evaluation to accurately determine the anticipated costs and benefits from an enterprise-wide Microsoft Project 2003 implementation.
Determine Next Steps High Level Recommendations • Recommended functionality. • Customized Solutions. • Systems Architecture. • Choice of a Pilot Project.
Evaluation • Customer Satisfaction • Lessons Learned • Issues • Feedback
Enterprise Implementation Framework • The Enterprise Implementation Framework (EIF) is a set of documents that provide tools and guidance for planning an Enterprise Project Management deployment. • Developed by Microsoft and some of its major partners to assist with EPM deployments.
Customer Needs Service Offerings (3rd Party or Microsoft) Microsoft Accelerators Microsoft Products Accelerators
Summary • Requirements definition • Design • Prototype • Pilot • Rollout • Assess and refine
Microsoft Office Project 2003 Line of Business Systems
New! Risks Microsoft Project Web Access Home Page
Task Sheet View New! Custom Field Value Lists
Project Center Open Multiple Projects In Project Professional
Project Center New! Build Team from Enterprise Lite
Resource Center New! Print the Grid and Export to EXCEL
Portfolio Modeler Improved! Refresh Project and Resource Definitions
Resource Center New! Adjust Actual Work Hours
Task Center New! Print Timesheet and Export to EXCEL
Timesheet Approvals New!MultipleApprovals
Enterprise Resource Outline Codes 20 - 29 New! Multi-valued Fields
Open Dialog in Project Professional Improved! Grouping of Projects
Microsoft Office Project Professional 2003 New! Copy Picture to Office
Microsoft Office Project Professional 2003 New! Copy Picture to Office
Clean-up the Project Server Database New! Delete Enterprise Resources
Copy Views and Connect to Different OLAP Cubes Portfolio Analyzer
Portfolio Analyzer Copy Views
More new and improved features • Administrative Projects for reporting non-working time • Synchronization of Project Groups with Active Directory • Proposed booking of resources • Project Manager self check-in of stranded projects • Protection of saved baselines • Sample databases • Selective Delegation of tasks • Watson Crash reporting
Migrating from Project Server 2002 • An upgrade script Upg10db must be run to convert Project Server 2002 databases as some schema changes have occurred. • Microsoft Office Project Server 2003 cannot use SharePoint Team Services version 1.0 for its documents and issues management platform. • The “PSmigrat” migration tool will be available to assist you in migrating to Windows SharePoint Services.
Migrating from Project Server 2002 • Sharepoint Team Services V2.0 (Windows Sharepoint Services) requires Microsoft Windows 2003 server. • Microsoft Project Professional 2002 can open and save projects to a Microsoft Office Project 2003 server. • Microsoft Project Professional 2003 can open and save projects to Microsoft Project Server 2002. • Microsoft Office Project Professional 2003 requires Windows 2000 or higher. • Microsoft Office Project 2003 projects are not compatible with Microsoft Project 98 projects.
Microsoft Project Links • Microsoft Project Product Page http://www.microsoft.com/office/project/ • MPUG GTA http://www.mpug-gta.org • Microsoft Office Preview http://www.microsoft.com/office/preview/project