enterprise project management (epm) workshop … · reporting and analysis budgeting cost...
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www.epmguidance.com
ENTERPRISE PROJECT MANAGEMENT
(EPM) WORKSHOP
CHAPTER 1: DEFINING EPM?
By: Chris Vandersluis
© 2012 Chris Vandersluis
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Want the presentation?
www.epmguidance.com/resources/mnpdd1.pdf
www.epmguidance.com/resources/mnpdd2.pdf
www.epmguidance.com/resources/mnpdd3.pdf
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Chris Vandersluis
President and founder of HMS Software based in Montreal, Canada. HMS is the publisher of the popular TimeControl timesheet system for project management environments
An economics degree from Montreal’s McGill University Over 27 years of experience in the automation of project management and timesheet systems.
Member of the PMI since 1986 Was on the Microsoft’s Enterprise Project Management
Partner Advisory Council for 5 years (2003-2008) Published in numerous publications including Fortune
Magazine, the American Management Association’s Project Management handbook, a columnist for Computing Canada, PMI’s PMNetwork, Project Times magazine and Microsoft’s TechNet
Author of the popular blog EPM Guidance
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Introductions
Please let us know in brief who you are:
Name
Industry
Role in Project Management
One thing that interests you about Enterprise Project Management
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Today’s Agenda
1. What is Enterprise Project Management?
Is there a definition we can count on?
How to define EPM for a particular organization
2. Designing your EPM environment
Setting EPM Requirements
Choosing your EPM Tools
3. How do we successfully deploy EPM?
It’s not the technology, it’s change management
Pitfalls and Sinkholes
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SECTION 1WHAT IS
ENTERPRISE PROJECT MANAGEMENT?
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According to a survey done of 385 IT and Finance VPs, 82% do not possessinformation which is of sufficientquality, trustworthiness or usefullnessto manage their operations.
Computing Canada
April 7, 2006
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What is Enterprise Project Management?
Is it…
Integrated Schedule Planning?
Master / Sub-project scheduling?
Resource Capacity planning?
Matrix Management?
Planning and. Integrated Tracking?
Portfolio Project Management?
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Integrated Schedule Planning
Master Schedule
Sub-Project 1
Sub-Project 2
Sub-Project 3
Sub-Project 4
Sub-Project 5
Is this integrated project management?
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Master Project / Sub Projects
Is this integrated project management?
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Resource Capacity Planning
Is this integrated project management?
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Matrix Management
Complete Organization
Department Supervisor
Employees
All
com
pan
y w
ork
Pro
ject
s
Task
s
Employees
Projects
Is this integrated project management?
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Planning vs. Tracking
Schedules
Timesheets
AccountingIs this enterprise project management?
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What is epm?
Put 10 project experts in a room and ask for a definition of Enterprise project management.
What do you get?
11 definitions
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Some synonyms
Integrated Project Management
Enterprise Project Management
Centralized Project Management
Matrix Management
Integrated Resource Management
Enterprise Resource Planning (Not to be confused with accounting)
Project Portfolio Management
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EPM Categories
BasicPlan Schedules Integrated Plan
Schedules
(PPM) PortfolioProject
Management
ResourceManagement
Reporting andAnalysis
BudgetingCost
Timesheets
Communicateand
Collaboration
Document Management and
Workflow
Integrationwith externalapplications
ProjectMaturity
Model
EnterpriseProject
Management
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PMBOK knowledge areas
PMBOK Knowledge
areas
1-Integration
2-Scope
3-Time
4-Cost
5-Quality6-Human Resources
7-Communications
8-Risk
9-Procurement
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PM Maturity Model
Ad-hocLevel 1
PlannedLevel 2
ManagedLevel 3
IntegratedLevel 4
SustainedLevel 5
What is the optimum level?
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Challenges of different models
For Integrated schedules: interproject-links
For Resource Capacity Planning: Resource conflicts and the matrix organization
For Document management: Document workflow
For Budget and Control: centralized process
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WHAT IS
PROJECT PORTFOLIO MANAGEMENT
OR
PORTFOLIO PROJECT MANAGEMENT? (PPM)
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Project Portfolio Management
This is a highly topical subject, but what do we mean by it?
Project Tracking at the summary level?
Annual Budgeting?
Project Grouping?
Project Selection
Product Lifecycle Management
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Project Portfolio Management
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PPM: Project Grouping
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PPM: Project Dashboards
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PPM: Project Selection
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PPM: Project Selection
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PPM Selection survey
Source: UMT Poll Responses from 128 Webcast Attendees, February 7th, 2006
0% 5% 10% 15% 20% 25% 30% 35%
Financial ROI, strategic goals AND optimized given budget and
resource constraints
Evaluated against other projects based on financial ROI AND
strategic goals
Evaluated against other projects based on strategic goals
Evaluated against other projects based on financial ROI
Selected individually on case by case basis
Ad hoc or random
How are Projects Currently Selected in Your Organization?
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Project Lifecycle Management (PLM)
Pre-Project Planning Execution Delivery Marketing Maintenance
EPM ToolsProject PortfolioSystem
Work Management
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Between 1999 & 2001 American companies spent $130 billion on
technologies never used
Mastering the Three Worlds of Information Technology
(Harvard Business Review, A. McAfee
Nov. 2006, pp. 141 -149)
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EPM vs. PPM
“If EPM is about doing projects right, PPM is about doing the right
projects”Ben ChamberlainMicrosoft Product ManagerProject Portfolio Server
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Ken Mattingly
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Ken Mattingly
“What is a project? It is an exercise of producing a defined result with
insufficient resources.”
Rear Admiral, Ken Mattingly
Apollo 13 Astronaut, VP Lockheed
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Discussion EPM vs. PPM
If you have to choose for an organization, which is better?
EPM or PPM?
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Wrapping up EPM and PPM
We’ve discussed:
Defining Enterprise Project Management (EPM)
Defining Project Portfolio Management (PPM)
What is PLM
How to end a project
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Questions
1. Does Enterprise Project Management (EPM) make sense?
Make an argument for and against
2. If EPM does make sense why wouldn’t every company have adopted it so far?
3. Based on what we’ve discussed, does this change your views on the purpose of the PMO and if so, how?
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Project Work
“Welcome to the new economy where most of the world’s work will be done in semi- permanent networks of small project oriented teams.”
- Tom Peters Liberation Management