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Cradle to Grave Project Management using the Enterprise Project Management (EPM) Solution from Microsoft. Portfolio Management + Selection & Prioritisation + Project Portfolio Web Access 2007 Project Portfolio Server 2007. Project Management + Planning & Delivery +
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Cradle to Grave Project Management using the Enterprise Project Management(EPM) Solution from Microsoft Portfolio Management+ Selection & Prioritisation + Project Portfolio Web Access 2007 Project Portfolio Server 2007 Project Management+ Planning & Delivery + Project Professional 2007 Project Web Access 2007 Project Server 2007 Presented by Chris Pond
Corporate Project Solutions • People Project Office Services • Creation, Support & Delivery Training • Planning essentials • Process based • Microsoft Project • EPM Administration for the PMO Recruitment • Permanent and interim positions • Process Process Review & Creation Change Management Project Management Consulting • Technology Microsoft EPM Solution • Project Server • Project Portfolio Server Microsoft SharePoint Server CPS Technologies • Project Auditor • Highlight Reporting • Milestone Tracking • Development Services CPS - supporting delivery and management of innovation and change within organisations for over 12 years.
Points to consider • This presentation is based on configuration ofthe software out-of-the-box (not development) • It’s not only about Microsoft Project • Implementation is hand-in-handwith your PPM methodology & processes • The toolset can be deployed in many ways –you do not have to deploy everything at once • Come and talk to CPS about your requirements today on Stand 101 / 103
The EPM Evolution 1998 - 2007 Project Portfolio Management Resource utilisation & tracking Collaboration - risk & issues etc. Microsoft EPM 2002 & 2003 Team participation Email integration Project website Project 2000 Individuals Scheduling & Reporting Up to Project 98 Experience the evolution with EPM 2007
Why introduce EPM? Some typical issues • Projects are not effectively prioritised • Projects happen without authorisation • No definitive list of projects • Project benefits are not managed or realised • No visibility of progress • Limited understanding of resource capacity • Lack of control of project budgets • Project risks are not captured and mitigated • Inconsistent approaches • Minimal control of project documentation
Solution Definition Methodology Process Roles Governance Maturity|Capability
What is the EPM Solution? Line of Business Systems Project Managers / Planners Executives Portfolio Analysts Project Managers Application Managers Executives Resource Managers Team Members Project Server Gateway Deployment is based on yourrequirements & desired benefits
Capture strategic objectives Examples expand in to new markets Improve customer satisfaction scores Capture all investment information Embed standards Workflow / stage gate approvals Budgets Resources Benefits – financial and non-financial Risks / Issues / Documents Align investments to strategic objectives Selection & Prioritisation Constraints Analysis Varying priorities (Risk, NPV etc.) Varying constraints (Cost, resource etc.) Multiple models Dependencies Snapshots Trend analysis Reporting Dashboards Full security model Project Portfolio Server
Objectively prioritise Business Drivers / Objectives through performing one-to-one comparisons. Individual and Group workshops to obtain results Business Driver Pairwise Comparison
Project Portfolio Server 2007Builder – Build your business caseOptimizer – Analyse & Select
Project Server • Microsoft Project Professional 2007 • Controlled access to project schedules • Cross project views of resource availability • Access to the central resource repository • Resource based costing inc. fixed and material type costs • Collaboration • Risk, Issue & Deliverables Management + • Document & Content Control • Web views across Project Portfolios • Task Management • Individual task lists • Timesheets • Project Center • View summarised and rolled up project information • Drilldown to view schedule detail • Resource Center • Drilldown to view resource assignments / utilisation • Management Information • Dashboards • Drilldown to detail
Next steps Come and Talk to CPS Stand 101 / 103 cpond@cps.co.uk 01628 895 600 • Seminars • Boardroom Briefings • Discovery • Envisioning • Training • Delivery • Process Reviews • Methodology • Project Support Office
New in EPM 2007 • Project Professional 2007 • Comprehensive What-If? capabilities through multi-level undo • Change highlighting • Cost and budget resource types • Task drivers help you understand what is driving a task (predecessors, successors, calendars, resources & constraints) • Integrated visual reporting with Excel and Visio • Deliverables • Cell highlighting • Separate Save and Publish / Working & Published plans • Active Cache
New in EPM 2007 • Project Web Access • Fully integrated with Windows SharePoint Services to improve collaboration to all team members • Activity & Proposals provides the ability to create simple plans via Internet Explorer • Resource & Project Centre provides visibility across your project portfolio • Progress collection (%work complete, remaining work) • Timesheets
Project Dashboard Project Center provides a comprehensive list of all projects stored within the Microsoft EPM Solution. Rollup timelines, costs, RAG indicators and progress to understand the current status of your projects. Drilldown functionality allows you to view project detail without the requirement to learn or use Microsoft Project.
Discovery and Envisioning Scope Capability Process Aspiration Capture Initial Discovery Envisioning Requirement Confirmation and Planning Prototype Maturity Feasibility Full time Project Manager Part time Accountable Executive IT, PMO Process Owner User participation Outputs Develop the Solution Overview into the Agreed Solution Definition Product Definitions Plan Risk Log Issue update User participation Brainstorm Issues Aspirations Scope Priority NO ‘solutioneering’ Outputs Agreed statement of requirement Full time Project Manager PMO Process Owner Part time Accountable Executive IT Outputs Develop the Agreed Statement of Requirement into the Solution Overview Issue List Full time Project Manager PMO, Process Owner Part time Accountable Executive IT Outputs Develop the Solution Overview into the Solution Definition High Level Process (Architecture Design) Prototype Strategy Issue update
Detailed Discovery, Design and Delivery GO Delivery Design Detailed Discovery
Testimonials • "When we met CPS we were struck that they were a company that could really help us organise to deliver." • Gaynor Coley, Development Director, Eden Project Limited • "I am impressed by the professionalism of the CPS staff in helping us to move from a general vision and aspiration to a workable system." • Malcolm Lee, Head of Development Programme, The Met Office • "CPS was instrumental in guiding the Project Support Office to configure the system to suit BAE Plymouth's organisational, project management, planning and timekeeping requirements." • Paul Barlow, Project Office Manager, BAE Systems • “As valuable leaders in the EPM space, CPS has been appointed to the Microsoft Project Advisory Council in Seattle. Through this ‘think tank’ Microsoft is provided with high level, direct customer insights into the development of future versions of the EPM solution.” • Mike Angiulo, General Manager Microsoft Project Business Unit • Microsoft Corporation
Project Center Project Center provides multiple summarised and aggregated views across your project portfolio including graphical indicators and timelines
Resource Center by Resource Resource Center provides total resource availability views across your project. The red line represents total capacity for selected resources. This information can also be viewed by project.
PMM Levels • Level 1 – Crisis Management • No formal project plans or procedures exist. Project management tools are not in use. • Level 2 – Reactive Management • Formal requirements exist to produce schedules and cost reports at project initiation but reporting after project initiation is left to the discretion of the project manager. Informal project management tools such as Microsoft Excel are in use. • Level 3 – Project Management • Proactive project management at the individual project level is in place. Desktop project management tools such as Microsoft Project Standard or Professional Edition are in use. • Level 4 – Program Management • Project management processes are formal and include methods and practices for planning and managing multiple projects and resources across them. Collaborative project management tools such as Microsoft Project Server are in use. • Level 5 – Managing Excellence • The focus is on continuous improvement and identifying and addressing project management problems that cross organizational boundaries and require management action. Tools such as Microsoft Portfolio Server are in use.