EPM Live – Positioning for Enterprise Project Management

1. EPM Live – Positioning for Enterprise Project Management Presented by: Sasha Lomas, PMP ASL InfoTech inc. March 3, 2010

2. Agenda Introductions Business Needs Tool Overview Demo Questions

3. Who Is ASL InfoTech? 2009 – ASL focuses on PMO services – assists with PMO setup; grows EPM Live Partner services & partnership; provides PMO as a Service 2008 – ASL provides project management tool as a service by forming a partnership with EPM Live 2006 – ASL launches virtual Project Management Office and becomes Microsoft registered partner 2004 – ASL manages integration and release delivery for large programs 2003 – ASL rescues critical project; plans program phase release; plans and delivers projects for key retail program 2002 – ASL participates in implementation of Operational Framework and process implementation for outsourced account 2001 – ASL forms strategic alliance with HMS Software 2000 – ASL provides PMO consulting for outsourced account 1997 - ASL InfoTech founded to provide IT consulting services for clients across multiple business sectors to achieve Y2K compliance.

4. Who Is EPM Live?

5. Business Needs Executive Stakeholders Quality project outcome on time and on budget • How to have clear visibility into project risks and issues? • How to have control over the project execution and finances? Project Managers Effective project management Team Members Better coordination within the team • When will we really finish and what will it cost? • How can I decrease the project cycle time? • Can we reuse best practices across projects? • What am I supposed to deliver this week? • How can I coordinate with people in my team? Resource Managers Skills-based and efficient resource management • Who is available to staff our new projects? • Who's working on what and do they have the skills?

6. Challenges for Project Teams Plan projects and schedule work effectively to stay productive Track and Analyze critical information Communicating tasks to other team members

7. What does this solution address? Managing client expectations Clear milestones Communication Collaboration

8. EPM Live Capability Framework Enterprise Capabilities Portfolio Management Work Management Resource Management Budget Management Time Management Business Intelligence Project Management Account Management Software Management Program Management Tasks Actions Approvals Changes Bugs Procurements Backlogs Applications Defects Deliverables Documents Service Requests Issues Build Your Own Application Templates Work Features Integration Data Sources Other LOB’s

9. Tool Overview • General Information • Preconfigured SharePoint Templates • Project Portfolio Management • Task and Work Management • Resource Management • Budget Management • Issue, Risk & Change Management • Document Management • Reporting

10. Solution Architecture Visio Forms Server Project Desktop Project Server Office Excel Services Portfolio Server SharePoint Work Manager Resource Manager Time Manager Portfolio Work Manager Collaboration Content Management Portal Search Business Process Management Business Intelligence Windows Server SQL Reporting Services

11. Project Management Offerings Project Management Solutions For Everyone Enterprise Strategic Project/Portfolio Management & Collaboration Workgroup Workspace Effective Project Management & Collaboration Project Collaboration

12. Enterprise Project & Work Modules Portfolio Management Time Management Business Intelligence Resource Management Budget Management Work Management

13. Rich Set of PM Features

14. Pre-Built Application Templates Software Development Application Management Operational Management Project Management Facility Management

15. Pre-built Work Features Project Tasks Issues Incidents Build your own Recurring Maintenance Backlog

16. Dynamic Project Workspace Environment

17. Multiple Project Workspaces Project A Project E, F, G Project C Project B Project D Manage All Site Content Information in Individual SharePoint Workspace Sites

18. Project Portfolio Management

19. Project Requests and Proposals Request and Select the “Right” Work Request and Select New Projects

20. Monitor Project Portfolio Create, share, and track everyday work in one location Centralize your work via Microsoft Office Project 2007 information and track progress in real-time

21. Monitor Work Portfolio Create, share, and track everyday work in one location Select from a variety of Project Portfolio views

22. Executive Dashboard Views Create dynamic dashboards and gain BI into Work View project status through online dashboards

23. Analyze Data using Excel Generate dynamic charts, static printable reports and diagrams with visual reports feature Build dynamic Charts & Pivot tables using Microsoft Office Excel

24. View Excel Reports on the Web View dynamic Excel tables, pivot tables, charts using Microsoft Excel Services (MOSS)

25. Task Management

26. Collaborate with Microsoft Office Project Easily publish and synchronize Microsoft Office Project files with a Microsoft Office SharePoint environment Publish & synchronize Microsoft Project information Team Members view and update task status

27. Build & Maintain Tasks in SharePoint Manage online SharePoint Work Plans using Multiple Planning Methodologies (Water Fall, Agile, SCRUM, Spiral, etc..) Build Work plans with a Work Break Down Structure in SharePoint

28. Task Management Communicate Responsibilities and Report Work Status in Real-time Select from a variety of Work views

29. Task Management Communicate Responsibilities and Report Task Status in Real-time Update Tasks Status using Microsoft Office Outlook 2007

30. Resource Management

31. Resource Planner View and Edit Resource Assignments Across All Work Across Multiple Sites View Resource load across all work

32. Resource Capacity Planning Enter Resource Capacity Plan View Resource Capacity Reports using Microsoft Office Excel

33. Budget Management

34. Budget Management Centralized Project Cost Portfolio

35. Budget Management Build Dynamic Pivot Graphs using Microsoft Office Excel & Access

36. Issue, Risk & Change Management

37. Manage Risks Communicate and mitigate risks before they become issues Mitigate Risks

38. Manage Issues Communicate and mitigate Issues Mitigate Issues

39. Document Management

40. Document Management Centralized Document Management

41. Reporting

42. Executive Dashboard Views Create dynamic dashboards and gain BI into Work View project status through online dashboards

43. Analyze Data Generate dynamic charts, static printable reports and diagrams with visual reports feature Build dynamic Charts & Pivot tables using Microsoft Office Excel

44. Analyze Project Data with Dynamic Reports Generate dynamic charts, static printable reports and diagrams with visual reports feature Create static printable reports using Microsoft Office Access 2007

45. Report Center

46. demo

47. Values Project Manager • Build complex project plans quickly with an easy-to-use desktop client and manage those plans effectively • Use resources optimally and lower project cycle time • Communicate effectively and improve coordination within teams with effective reports Executive Stakeholder • Realize lower project cycle time • Gain visibility for better decision making with highly effective, consistent, and timely reports • Obtain more accurate and precise information about project investments Team Member • Improve ability to meet deadlines by having a clear view of critical dates and milestones • Gain more visibility and control of day-to-day work • Align work with the company’s strategy, completing tasks efficiently

48. Achieve Effective Project Management • Create and maintain an optimized project execution plan • Track, analyze and control project progress according to the project plan • Present reports and communicate project information in various formats • Ensure teams are working towards the same goal • Keep teams informed of all changes to the project • Collaborate and coordinate easily with others on the team • Promote continuous improvement

49. Start Online Today… Reports Issues Risks Documents Project Plans Status Reports Tasks/Actions Leverage EPM Live capabilities Online Today

50. And Bring In-House at Anytime Reports Issues Risks Documents Project Plans Status Reports Tasks/Actions Backup and Restore your EPM Live Online environment Onsite