Solutions Presentations Zone

1. Solutions Presentations Zone 10.30 Alastair Brown Valtech 11.30 Val Jonas Risk Decisions Group 12.30 Paul Bamforth Asta Development Plc 1.30 Kelvin Kirby Technology Associates 2.30 Vince Hines Wellingstone Ltd

2. Wellingtone Project Management “Yes, but can I benefit from Microsoft Project Server 2007?” Vince Hines BSc MAPM MACostE MIoD PRINCE2 Practitioner Managing Director Recruitment Training Consultancy

3. Wellingtone Project Management • Specialist Project Management recruitment, training and consulting company • + 12 years experience • Microsoft EPM partner • Recruitment - On average 2 out of every 3 candidates we submit to our clients are invited to interview • Training - Customised to suit your needs giving much higher ROI than public courses • Consultancy - Methodology improvement & Microsoft partner for Project Server 2007

4. Our Clients • EDS • GE Money • GlaxoSmithKline • Johnson & Johnson • Westinghouse Rail • The Collinson Group • London Underground • Parsons Group International • UCB Homeloans • Interserve • Salford County Council • Dept for International Development • The Environment Agency • Land Securities • Cheshire Constabulary • Monsoon Accessorize • Ladbrokes • Sonus Network • Clarks • Infratec • Newcastle City Council • News International • The Boots Company • Save The Children • Oxford University • Columbus Insurance • Apple “Wellingtone helped us develop our PM maturity before letting us implement EPM. We would have struggled on our own. Thank you!” Head of Projects Professional Services Client

5. EPM Users “Since the implementation of Project Portfolio Server 2007, activities such as reporting and monitoring that used to take weeks to complete can now be done with the click of a button. Not only has the solution made operations more efficient, it has made them more effective.” Sean Maguire, Canaccord Capital Inc. “The Microsoft Office EPM Solution has paid for itself many times over in less than a year. Its flexibility gave us the ability to fit the solution within our organisation and receive immediate benefits.” Jeffrey Roe, IT PMO, Milwaukee Journal Sentinel “Review times have been cut, reports are automatic, and information gathering has been speeded up. Our project directors are saving 20 to 25 percent of their time due to Office Project Server 2007.” Oscar Araya Fernández, Department of Strategy & Project Mgt, BNCR “We saved 500 hours on this project alone. I will have earned back the fee paid to use Office Project Server 2007 on this project 40 times over by the time we are finished.” Greg Lush, Vice President and CIO, The Linc Group “Previously, it was really difficult to estimate time expenditure and resources. Now the process is much easier because there is cohesiveness between the production schedule and the sequence of operations. The system helps us control and stipulate timelines for the orders we receive from departments and branches.” Eva Sand, Department of Communication, Sydbank

6. What is EPM? Organisational Strategy Project Proposals Consistent Project Management PSO & Methodology Project Approval People Budget Equipment

7. Capability Maturity Model (CMM) Capability Maturity Model Integration (CMMI) Programme and Project Management Maturity Model (P3M3) PRINCE2 Maturity Model (P2MM) Project Management Maturity

8. What Drives the Need for EPM? • Drive to project-centric organisational structure • Business Challenges • Defining the implementation of business strategy through programmes and projects • Prioritising the right projects based on limited resource • Building proven processes to handle ever-changing business needs • Ensuring appropriate project governance • Project Challenges • Bridging the gap between Project Managers and business unit owners • Ensuring accountability & ownership of deliverables • Achieving competitive advantage through efficient working • Enabling effective communication among dispersed teams • Achieve the same with less

9. Microsoft EPM is an end-to-end collaborative project and portfolio environment Based on familiar technology Leverages existing applications Builds on existing Microsoft Office Project capabilities Considers the needs for portfolio and project management Designed for all user types; Project Managers, Resource Managers, Executives, Team Members, Partners & Clients Extensively supported Mature product suite The Microsoft EPM Solution

10. Select and Prioritise Projects Prioritize work by financial return Microsoft EPM, specifically Portfolio Server allows organizations to evaluate and rank work by value (revenue/cost savings) returned to the organization. Common business case processes ensure only the highest value work is approved. Prioritise against the right projects Because Microsoft EPM gives visibility into the entire organisations projects, Programme Directors can select the right projects to move forward and eliminate or postpone lower priority projects. Eliminate non-performing projects or initiatives Microsoft EPM provides early visibility to under-performing projects and initiatives allowing management to make early cancel decisions before additional money is spent with little or no return

11. Efficient & Consistent Project Management Manage schedule slips & overruns promptly Microsoft provides schedule reports, resource requirements, cost dashboards, trend graphs and other business information that provide immediate and accurate visibility. Reduce and maximize staff levels Microsoft EPM provides a complete (both detail and consolidated) view of resource requirements and actual effort by project & programme / by resource type & department. With this information, management can now accurately staff up for current and forecast work. Improve project working efficiency By having a central location for all key project data and documents, team members will eliminate or reduce the amount of time they must spend searching for information or presenting updates

12. Accountability & Governance Create financial accountability Integration with common ERP tools can help provide a complete and accurate cost picture Make staff and management accountable Because Microsoft EPM provides "one version of the truth" individuals, departments and whole organisations can be held accountable for actual work performance. This can even be tracked at the individual work item level through project and not project timesheets – no more hidden project plans. Minimize risks and issues By getting centralised visibility and early warning alerts to critical risk or issues, timely corrective actions can be taken - decreasing likely of expensive project failure

13. The Benefits to Stakeholders Executives • Extensive portfolio management capabilities • Greater visibility into entire portfolio – from proposals to projects • Web access to top-line dashboard views Project Managers • Powerful desktop client to build and manage complex project plans • Easier reporting and timesheet tracking for project resources • Use issues, risks, and project templates to help build project • management methodology to suit organisation Team Members • Single interface to track time and progress on various tasks – no double entry • More visibility and control on day-to-day work • Alignment with company’s strategy

14. The Business Case Scenario 1 - £5m portfolio of 10 projects, average value £1/2m Improved resource allocation Accelerated project start-up with templates and forms Improved project team efficiency with “single source of truth” Consistent, accurate & timely monthly reporting Scenario 2 - Single £25m business change programme Accurate time recording against deliverables, clarity on x-charging Accurate & visible resource forecasts Integration with finance system for improved reporting Clear ownership of deliverables Scenario 3 - 60 small projects, average value £50k Focus on priority projects Improved project team working with clear ownership Team members have visibility of priority deliverables Improved resource allocation Reduction in overtime and use of contract resource. Resource costs 75% of projects. 5% saving: Save £187k over lifecycle Improved x-charging based on actual recorded project time. 50 FTEs @ £40k / yr actually working 90% on project, not 100%. Save £125k per year Efficiency improvements reduce slippage, leading to lower costs of 5% / yr Save £150k per year

15. Organisation Profiles for EPM Capability Generic Productivity Tool (e.g. MS Office: Using Excel for task management, Outlook for assigning resources,…) Project & Portfolio Mgt Solution Enterprise-view Web access Collaboration (e.g. Microsoft EPM Solution) Specialised Project Mgt Standalone Desktop Tool (e.g. MS Project Std) Advanced PPM Solution With LOB app integration & enter-prisewide deployment

16. Work Management • Multiple task lists are grouped • Intelligent baselines with dynamic parameters • Multiple personalised views • Recording, sharing, and analising project risks • Cascading changes based on project dependencies in real-time • Spreadsheet-based or individually -maintained task lists and timelines • Manual tracking and creating reports • Task planning, task progress tracking, and shared task list via collaboration tools • Multiple baselines • Automated critical path analysis • Periodic summarised or detailed reports • Automated task assignment, splitting, and delegation with reporting • Complex baselines • Enterprise-wide tracking system • Single critical path for the overall master project

17. Resource Management • Use built-in integration to communicate project-related information through Office applications • Resource pool linked to ERP HR data • Use Office System seamlessly to produce charts, graphs, and diagrams based on project data • Manual or email-based resource scheduling and unstructured material management • Ad-hoc analysis of demands competing for funds • Resource and workload tracking with dashboard view • Shared view of project, resource, and financial information • Tasks tracking alongside other Outlook appointments and timely updates • Automated resource optimization and transparent scheduling • Resource leveling and capacity planning • Enterprise-wide resource availability graphs • Enhanced time tracking capability at group and task level

18. Team Collaboration • Standalone plans • Standalone plans, issues lists, risk lists, and project reports • Collaboration via file sharing, public folders/FTP sites, and e-mail • LOB data available in workspaces and portals • Workflow-based life cycle management • Online help and training • Project templates to reduce set-up effort • Use Outlook and Excel to manage issues , risks, and individual tasks • Automated task distribution to personal task lists • Integrated project tasks and calendars • Notifications on tasks, issues, and risks • Time tracking and approval workflows • Automated accurate reporting

19. Implementation Approach The Iterative Methodology Proof of Concept Production Pilot • 3 weeks • 1 Project Manager • 5 - 10 Resources • Limited Functionality • 3 months • 2-5 Project Managers • 20 - 40 Resources • Increased Functionality • All Project Managers • All Projects • All resources • Increased Functionality

20. Microsoft SmartPay • Microsoft Finance offers total IT financing • No payments for 6 months • Includes all EPM implementation costs, not just software • Enables your organisation to benefit from EPM without impacting cash flow • Spread payments over 36 months giving excellent ROI

21. Next Steps • Understand your current Project Management maturity • Understand your EPM drivers • Develop your Business Case • Arrange an on-site demonstration or register to attend our next joint seminar with Microsoft on 30th April titled • “Driving Down Project Costs with EPM”