Microsoft Office Project 2003: Selling EPM in your Organization

1. Microsoft Office Project 2003: Selling EPM in your Organization Matt Wilson Business Solutions Specialist LMR Solutions

2. Introduction • 5 Years in Project Management • Microsoft Project specialist for versions 2000/2002/2003 • Participated in over 15 EPMS deployments • Worked on an award winning EPMS deployment

3. Agenda • EPM Overview • Top 5 Common mistakes • EPM Sales Tools • Pain x Power x Vision x Value • MSF and Deployment • Tips and Tricks • Q&A

4. Portfolio Management Consistent Project Delivery Corporate Strategy Real Time Communication & Data Programs &Initiatives Collaboration& Project Management Resource Management Project Prioritization Resource Allocation What is EPM? “A systematic approach to achieving organizational goals” Deliver Select …or “connecting strategy to action” Control

5. Visibility & Decision Support Portfolio Management Alignment with Business Objectives Corporate Strategy Business Standardization Investment, Resource and Prioritization Decisions EnterpriseResource Management Integrated Delivery Framework Programs, Initiatives Maximize Resource Utilization Business Processes & Collaboration Communication & Decision Making Projects, Activities Best Practices & Process The EPM Framework Tools, Technology, Training and Knowledge Transfer

6. Your People Resource Managers Skills-based resource management Executives Project portfolio management, reporting Team Members Use familiar tools to collaborate, report status IT Managers Open, secure systems Project Managers Intuitive project management

7. Implement Microsoft Office Project 2003 for the Enterprise Your Business Processes… Governance Initiatives Budgeting …etc … Prioritization HumanResources Decisions

8. Executives Sales and Marketing HR R&D IT / IS Finance - Corporate Goals and Objectives Your Organization… Strategic Initiatives Operational Improvements Development Projects

9. Top Five Mistakes • Executive sponsorship and stakeholders • Fail to demonstrate how EPM is strategic • Sell functionality and features • Skip envisioning and planning • Quick and easy deployments

10. Tools • 9 Box Exercise • Pain x Power x Vision x Value

11. 9 Box

12. Pain Exercise • List your biggest challenges – What keeps them up at night? • List the reasons • Identify how it impacts your business • Pain Chain: Explore who else is impacted • Identify how they are impacted

13. Power Exercise • Connect with Key BDM’s and Stakeholders • Confirm/Validate Pains • Identify Expectations • Explore how these stakeholders are impacted • Productivity Impacts • Loss of Opportunity • Help them create a Vision for corrective action

14. EPM Capabilities EPM Roadmap EPM Vision EPM Deployment Business Needs Organizational Capabilities Moving toward Your EPM Vision and Roadmap

15. Inputs to your EPM Vision and Roadmap Functional capabilities that enable and support your business processes (i.e., creation of task, definition of resources, definition of enterprise variables) EPM Capabilities Challenge or opportunity to change the organizational performance in order to improve business results Business Needs/Pains Current people, processes, technical skills, and competencies that deliver value to company stakeholders Organizational Capabilities

16. Vision Workshop Outputs EPM Roadmap EPM Vision Integrated project plan that includes the processes to be improved through EPM functional capabilities, skills, and knowledge transfer. Realistic understanding of EPM capabilities relative to the business needs and organizational capabilities of your company.

17. Value of Envisioning • Builds agreement/buy-in and ownership at all levels • Helps you set the proper expectations for deployment for all stakeholders • Enables the organization to envision this benefits of EPM • Helps you determine your level of organizational ‘Readiness’

18. Value Exercise • Quantify impacts • Get your sponsors to think about the financial impacts of the ‘As-Is’ vs. ‘To-Be’ • Define Success Criteria • Quantify ROI

19. Deployment Process MSF Phases Document Sponsor Goals and Objectives Envision Map Goals and Objectives to Processes and Procedures Plan Setup and Configure Technology Components Establish Business Processes Develop Train Users on Processes and Technology Stabilize Validate Processes and Training Deploy

20. Enterprise Rollout Multi-department Rollout Limited Production Pilot Proof of Concept Deployment Planning • Taking a Staged Approach

21. Skill Sets

22. Tips and Tricks • Demonstrate how features solve business issues • Get executive sponsorship early on through Envisioning • Set the right expectations for deployment • Keep it Simple – Get the ‘Low hanging fruit’ and establish quick wins

23. Resources • Qualified Microsoft Partner Resources • Envisioning and Planning Services • PM Maturity Assessment Services • EPM Readiness™ Services • Implementation Roadmaps • Deep skill sets and experience with EPM • Best of Breed Solutions and Practices

24. Job Opportunities • We’re growing and always looking for project managers with Microsoft Project Experience • Send an email to: info@lmrsolutions.com

25. Questions?