enterprise project management

Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.

Cradle to Grave Project Management using the

Enterprise Project Management(EPM) Solution from Microsoft

Portfolio Management+ Selection & Prioritisation +

Project Portfolio Web Access 2007Project Portfolio Server 2007

Presented by Chris Pond

Project Management+ Planning & Delivery +

Project Professional 2007Project Web Access 2007

Project Server 2007


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

• ProcessProcess Review & CreationChange ManagementProject Management Consulting

• TechnologyMicrosoft EPM Solution– Project Server– Project Portfolio ServerMicrosoft SharePoint ServerCPS 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 of

the software out-of-the-box (not development)• It’s not only about Microsoft Project• Implementation is hand-in-hand

with 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

IndividualsScheduling & ReportingUp to Project 98

Team participationEmail integrationProject websiteProject 2000

Project Portfolio ManagementResource utilisation & trackingCollaboration - risk & issues etc.Microsoft EPM 2002 & 2003

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

MethodologyProcess

RolesGovernance

Maturity|Capability


What is the EPM Solution?

Executives Portfolio AnalystsProject Managers

Application Managers

Executives Resource Managers

Team Members

Project Managers / Planners

Project Server

Gateway

Line of Business Systems

Deployment is based on yourrequirements & desired benefits


Project Portfolio Server• 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 & PrioritisationConstraints Analysis– Varying priorities (Risk, NPV etc.)– Varying constraints (Cost,

resource etc.)– Multiple models– Dependencies

• Snapshots– Trend analysis

• Reporting– Dashboards

• Full security model


• Objectively prioritise Business Drivers / Objectives through performing one-to-one comparisons.

• Individual and Group workshops to obtain results

Business Driver Pairwise Comparison


Business Driver Prioritisation


Project Portfolio Server 2007

Builder – 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


Project ProfessionalProject Web Access

Project Server


Next steps

Come and Talk to CPS

Stand 101 / [email protected]

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 theMicrosoft 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

AspirationCapture

User participationBrainstormIssuesAspirationsScopePriorityNO ‘solutioneering’

OutputsAgreed statement of requirement

Initial Discovery

Capability

Maturity

Full timeProject ManagerPMOProcess OwnerPart timeAccountable ExecutiveIT

OutputsDevelop the Agreed Statement of Requirement into the Solution OverviewIssue List

Envisioning

Process

Feasibility

Full timeProject ManagerPMO, Process OwnerPart timeAccountable ExecutiveIT

OutputsDevelop the Solution Overview into theSolution DefinitionHigh Level Process (Architecture Design)PrototypeStrategyIssue update

Requirement Confirmationand Planning

Scope

Prototype

Full timeProject ManagerPart timeAccountable ExecutiveIT, PMOProcess OwnerUser participation

OutputsDevelop the Solution Overview into theAgreed Solution DefinitionProduct DefinitionsPlanRisk LogIssue update


Detailed Discovery, Design and Delivery

GO

Design DeliveryDetailed 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.

enterprise project management

Documents

project initiation

solution overview

outputs develop

epm solution

project

reporting

development

cps