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SMART EPM The Work Management Solution

SMART EPM The Work Management Solution. Matt Wilson LMR Solutions VP of Business Development January 25, 2007. LMR Solutions is a Full-Service Program and Project Management Firm. LMR Solutions was founded in 1999 by a group of Consultants and Managers from KPMG Consulting

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SMART EPM The Work Management Solution

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  1. SMART EPMThe Work Management Solution Matt Wilson LMR Solutions VP of Business Development January 25, 2007

  2. LMR Solutions is a Full-Service Program and Project Management Firm • LMR Solutions was founded in 1999 by a group of Consultants and Managers from KPMG Consulting • “Go-To” Partners for Enterprise Project/Work Management Solutions • Microsoft Managed Partners in CAS/Enterprise, SMS&P, Federal and SLG spaces

  3. LMR Solutions LMR Solutions is committed to providing end-to-end services and solutions to support the entire Project/Work Management Lifecycle PROFESSIONALSERVICES SOLUTIONS & TOOLS PROJECTEXECUTION SUPPORT • Demand Management • Portfolio Management • Schedule Management • Resource Management • Time Management • Collaboration • Risk and Issue Management • ERP/LOB Integration • Scheduling Support • Project Control Specialists • Staff Augmentation • Portfolio Analysts • System Administration • Managed Services • EPM Business Strategy • PMO Business Strategy • Solution Architecture • Custom Development • Process Development • Microsoft Project Training • EPK Training

  4. Excellence and Best Practices • Microsoft’s 2005 “PARTNER OF THE YEAR” for Excellence of Best Practice in Microsoft EPM • Microsoft “EPM GLOBAL EXCELLENCE” Award Winner 2006 • PMI’s 2006 “Project of the Year” Award for our Best Practices in Project Management • Microsoft’s Excellence Award for BEST PRACTICES & COMPETENCIES in Project Management

  5. 250+ EPM Deployments

  6. EPK Customers 6

  7. Customer Needs Doing the Right Work, Doing The Work Right. Control Alignment Compliance • Comprehensive data capture • Transparency • Automatic audit trail • Real-time visibility • Consistent, enforce, repeatable processes • Reliable metrics • Highest-value projects • Drive out waste • Fast and flexible Both Strategic and Operational

  8. The SMART EPM Solution Framework

  9. Customer Needs Customer Needs

  10. Meeting Customer Needs Configuration Customer Needs SMART EPM with EPK Extensions

  11. The SMART EPM Solution w/ EPK Suite

  12. SMART EPM Is More Than Technology LMR Solutions can help you orchestrate your people, processes, organization with technology

  13. Best Practice: Maturity PlanPhased Implementation Approach Early Adopters Phase 3 Phase 1 Phase 2 High Benefit Maturity Consulting Involvement Low Time

  14. Sample Roadmap SMART EPM Modules PHASE 1 PHASE 2 PHASE 3 Operational Activities, Service Requests Ideation, Proposal Management, Demand Management What-If Analysis, Prioritization Portfolio Management Schedule Management Standardize WBS Develop Detailed WBS Planning Optimization, Performance KPIs Project Management Resource Management High-Level Capacity Planning Skills based Resource Planning to Schedule Named Resource Scheduling Financial Management High-Level budgeting and forecasting, Cost/Benefits Earned Value Management Charge-back with allocations User Count 200 400 2000

  15. Preconfigured Industry Best Practices Why re-invent the wheel? Leverage Industry Best Practices Realize value sooner Rapid deployment Faster Adoption cycles Easy to configure and scalable Support multiple levels of maturity Enhanced Microsoft EPM Feature Set Manage all work, top-down planning and budgeting, benefit management, reporting True resource capacity planning Robust timesheet for task status and billing, chargeback, and project accounting The SMART EPM Result!

  16. Case Studies • IT Governance, Work Management Case Study – Scripps Healthcare • Projects, Resources and Service Requests • Operational & Project Management • Integration with TFS • Workload Management, Activity Based Management Case Study – NAVSEA • Resource Workload Capacity Planning • Activity Based Management • Earned Value Management

  17. Common Customer Needs • Ability to manage ALL work • Support mixed levels of PM maturity • Top down as well as bottom up details • Integration with Project Server platform • Customizable and extensible • Easy to use and Scalable • Faster time to Value

  18. SMART EPMScripps, Case Study Joe Larscheid LMR Solutions January 24, 2007 18

  19. Scripps Profile • Customer profile: • Scripps is a not-for-profit, community-based health care delivery network in San Diego, California, that includes four acute-care hospitals on five campuses, more than 2,600 affiliated physicians, an extensive ambulatory care network, home health care and associated support services. • 11,000+ employees Scripps voted “Best Hospital” by readers of the San Diego Union-Tribune and Sign-On San Diego (2006, 2005, 2004, 2003, 2002, 2001, 2000) - San Diego Union Tribune

  20. Scripps leverages LMR Solutions SMART EPM as their End-to-End IT Governance Solution • Lack of visibility and control over the demand placed on the IT organization • Disconnected toolsets and processes for managing IT activities • Need for prioritization and alignment of IT activities with the business goals • No visibility into the resource capacity requirements throughout the IT organization • Need to capture timesheet actuals capital vs. expense Implemented the Microsoft EPM Solution with EPK Extensions and Team Foundation Server Used the Microsoft .NET Framework to produce customized reporting functionality Provided Professional Services to establish a IT Governance Body Provided EPM Solution training IT organization Established a governing body for IT Governance around Project Management processes and Work Prioritization Optimizing the value of the IT organization with visibility into IT priorities, projects, operational activities and investments Ability to react to unanticipated resource requirements and adjust accordingly

  21. SMART EPM for IT Governance

  22. Demand Management • Capturing All Work Requests (Maintenance Requests, Product Enhancements, and Project Initiatives) using EPK • Customized EPK Stage Gates to create an automated Workflow Process • Generate Reports on All Work using Portfolio Analyzer and SQL Reporting Services Capture Demand Workflow Reports

  23. Resource Management High-level Resource Planning Capture all Resource Workload (Project, Non-Project, Non-Work) EPK Suite Resource Capacity Planning “Communicate” & ‘Manage” Resources on Both Project & Non Project Activities Resource Planning to Schedule

  24. Portfolio Management Portfolio Health & Trend Analysis Real-time What-if Modeling • Complete Portfolio View of Cost and • Resources all IT Work • Perform Portfolio “What if” scenarios on ALL • Work

  25. Project Management Project Managers uses Microsoft Project to manage the entire software development lifecycle Development Leads uses Visual Studio to build and manage applications

  26. Time Management • Report Actual Time to Capital vs. Expense • across Projects and Operational Activities • Integration with Microsoft Great Plains • (Next Phase)

  27. SMART EPMNAVSEA Case Study Joe Larscheid LMR Solutions January 24, 2007 27

  28. NAVSEA Profile Customer profile: • NAVSEA engineers, builds and supports America's Fleet of ships and combat systems. • SMART EPM was selected to be the standard EPM tool for the • entire NAVSEA Warfare Centers. • 8 Different Locations Across the Nation • Over 8,400 Project Managers • 20,000 Team Members • $10 Billion per Year Budget • Competitive win against: Primavera; Artemis and 4 • other Enterprise Project Management Systems Keeping America’s Navy #1 in the World

  29. NAVSEA Uses the SMART EPM Solution To Manage Workload Cost, Schedule And Enterprise Reporting • 5 Year Budget and Workload Plan Forecast • Automated Earned Value & Activity Base Management Reports • Understanding of Costs on all types of work (Direct and Indrect) • “What if” Scenario and Budget Drill Capability Implement Microsoft Project Server with the EPK Suite Use Microsoft SQL Reporting Services for custom reports Use .Net framework to integrate Oracle financial system Provide Professional Services to insure a successful deployment Saving over $500K each year in generated reports and communications with Management Improved customer visibility into project and activity status, resulting in more work Ability to build resource hiring plans with 5 workload forecast

  30. Portfolio Management Workload Forecasting Financial Management What-If Analysis Portfolio Status Visibility Select Operational Work Strategic Work Activity Based Management Project Management Activity Management Resource Utilization Activity Based Costing Business Process Management Schedule Management Resource ManagementCost Management PM Process Management Manage Collaboration Execute Progress Status Issue & Risk Management Document Management Change Management Business Intelligence Analyze EVM LEAN Six Sigma

  31. Portfolio Management • NAVSEA is Accountable for nearly “one-fifth” of the Navy's budget, NAVSEA manages more than 100 acquisition programs, which are assigned to five affiliated Program Executive Officers (PEOs) and various Headquarters elements. • Challenges: • Budget and Workload Forecasting ( 5 Year Planning) • Actual vs. Planned • Carryover Financials

  32. Portfolio Management ERP

  33. Activity Based Management Resource Drivers Activity Drivers What Resources did the Work consume? What Work did the Output consume ? Services Resources Activities • Costs By Service: • Range Sites • Operation/Maintenance • ISE • Org Sustaining • Customer Support - Labor - Equipment - Facilities - Supplies and Material - Contracts • Project A • Project B • Project C • - Operate System X • - Maintain System X • - Provide Mgmnt & Admin. • - Provide Engineering Support • - Provide Training How was it spent? What was produced? What was spent?

  34. Activity Based Management Identify what truly drives cost Total “True Cost” of operating and maintaining NAVSEA Warfare Centers

  35. Business Intelligence Saving over $500K annually on each site in generated reports and communications with Management

  36. SMART EPM System Benefits Standardization of management tools and practices Centralizationof planning and execution data for consistent portfolio reporting and analysis Integration with existing business systems and processes Flexibilityto meet unique management & business requirements Visibility into key projects, activities and resource utilization across the organization Control of projects, activities and resources as business and conditions change Adaptable To Meet Current And Future Business Needs

  37. EPM OnDemand - Live Live • NAVSEA is using LMR Solutions’ • SMART EPM “Live” Managed Services • System and Administrative Services • OnDemand 37

  38. SMART EPM Online Tour Try Live Online Tour Visit: www.SMARTEPM.com

  39. Questions?

  40. Contact Information • Joe Larscheid, Partner/CEO • Email: jlarscheid@lmrsolutions.com • (619) 847-4102 • Matt Wilson, VP of Business Development • mwilson@lmrsolutions.com • (619) 723-7786

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