epm live – positioning for enterprise project management presented by: sasha lomas, pmp asl...
TRANSCRIPT
![Page 1: EPM Live – Positioning for Enterprise Project Management Presented by: Sasha Lomas, PMP ASL InfoTech inc. March 3, 2010](https://reader038.vdocument.in/reader038/viewer/2022110209/56649e045503460f94aef8c0/html5/thumbnails/1.jpg)
EPM Live – Positioning for Enterprise Project Management
Presented by: Sasha Lomas, PMP ASL InfoTech inc. March 3, 2010
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Agenda
IntroductionsBusiness NeedsTool OverviewDemoQuestions
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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.
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• Microsoft Gold Certified• Partner Advisory Council – EPMPAC• Technical Advisor for EPM 2002, 03, 07 and 10
Managed Microsoft Partner
• Implementation in over 35 different Countries• Wide range of industry experience
Experience - 1000+ Customers
• Inc 500 – 5000 Fastest Growing Companies in 2008 and 2009• Microsoft’s EPM “Partner of the Year” 2005, 2006, 2008 and 2009• PMI “Project of the Year” Award 2006 and 2007
Recognition
• Over 125 EPM Live Service Partners• In Over 33 Countries
Partner Community
Who Is EPM Live?
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Project ManagersEffective project management
• 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?
Business Needs
Resource ManagersSkills-based and efficient resource management
Team MembersBetter coordination within the team
Executive StakeholdersQuality project outcome on time and on budget
• What am I supposed to deliver this week?• How can I coordinate with people in my team?
• How to have clear visibility into project risks and issues?
• How to have control over the project execution and finances?
• Who is available to staff our new projects?• Who's working on what and do they have the
skills?
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Challenges for Project TeamsTrack and
Analyze critical information
Communicating tasks to other team
members
Plan projects and schedule work
effectively to stay productive
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What does this solution address?
Managing client expectationsClear milestonesCommunication Collaboration
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EPM Live Capability Framework
PortfolioManagement
WorkManagement
ResourceManagement
BudgetManagement
Time Management
BusinessIntelligence
Other LOB’s
TasksIssues
Actions ApprovalsDeliverables
ChangesDocuments
Bugs ProcurementsService Requests Defects
BacklogsApplications
ProjectManagement
AccountManagement
Software Management
ProgramManagement
Enterprise Capabilities
Work Features
Integration Data Sources
Build Your Own
Application Templates
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Tool OverviewGeneral InformationPreconfigured SharePoint TemplatesProject Portfolio ManagementTask and Work ManagementResource ManagementBudget ManagementIssue, Risk & Change ManagementDocument ManagementReporting
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Sh
are
Poin
tExcel
ServicesOffice
Forms ServerVisio
CollaborationContent
ManagementPortal Search
BusinessProcess
Management
BusinessIntelligence
Time Manager
Portfolio Work Manager
Work Manager
Resource Manager
Windows Server SQL Reporting Services
Portfolio Server
Project ServerProject
Desktop
Solution Architecture
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WorkspaceEffective Project Management &
CollaborationProject Collaboration
Strategic Project/Portfolio Management & Collaboration
Enterprise
Workgroup
Project ManagementSolutions For Everyone
Project Management Offerings
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Enterprise Project & Work Modules
Portfolio Management
Resource Management
Time Management
Budget Management
Business Intelligence
Work Management
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Rich Set of PM Features
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SoftwareDevelopment
ApplicationManagement
OperationalManagementFacility
ManagementProject
Management
Pre-Built Application Templates
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Pre-built Work Features
Project Tasks Issues
Incidents
Build your own Recurring Maintenance
Backlog
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Dynamic Project Workspace Environment
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Multiple Project Workspaces
Manage All Site Content Information in Individual SharePoint Workspace Sites
Project A
Project B
Project C
Project D
Project E, F, G
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Project Portfolio Management
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Request and Select New Projects
Request and Select the “Right” Work
Project Requests and Proposals
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Create, share, and track everyday work in one location
Centralize your work via Microsoft Office Project 2007 information and track progress in real-time
Monitor Project Portfolio
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Monitor Work Portfolio
Select from a variety of Project Portfolio views
Create, share, and track everyday work in one location
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Create dynamic dashboards and gain BI into Work
View project status through online dashboards
Executive Dashboard Views
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Build dynamic Charts & Pivot tables using Microsoft Office Excel
Generate dynamic charts, static printable reports and diagrams with visual reports feature
Analyze Data using Excel
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View Excel Reports on the WebView dynamic Excel tables, pivot tables, charts using Microsoft Excel Services (MOSS)
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Task Management
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Collaborate with Microsoft Office ProjectEasily 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
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Build & Maintain Tasks in SharePointManage 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
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Communicate Responsibilities and Report Work Status in Real-time
Select from a variety of Work views
Task Management
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Communicate Responsibilities and Report Task Status in Real-time
Task Management
Update Tasks Status using Microsoft Office Outlook 2007
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Resource Management
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Resource Planner
View Resource load across all work
View and Edit Resource Assignments Across All Work Across Multiple Sites
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Resource Capacity Planning
Enter Resource Capacity Plan
View Resource Capacity Reports using Microsoft Office
Excel
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Budget Management
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Budget Management
Centralized Project Cost Portfolio
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Budget Management
Build Dynamic Pivot Graphs using Microsoft Office Excel &
Access
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Issue, Risk & Change Management
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Communicate and mitigate risks before they become issues
Mitigate Risks
Manage Risks
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Communicate and mitigate Issues
Mitigate Issues
Manage Issues
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Document Management
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Document Management
Centralized Document Management
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Reporting
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Create dynamic dashboards and gain BI into Work
View project status through online dashboards
Executive Dashboard Views
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Build dynamic Charts & Pivot tables using Microsoft Office Excel
Generate dynamic charts, static printable reports and diagrams with visual reports feature
Analyze Data
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Create static printable reports using Microsoft Office Access
2007
Analyze Project Data with Dynamic ReportsGenerate dynamic charts, static printable reports and diagrams with visual reports feature
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Report Center
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demo
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Values
• 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
• 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
• 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
Project Manager
Team Member
Executive Stakeholder
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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
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Start Online Today…
Leverage EPM Live capabilities Online Today
Reports
Risks
Documents
Tasks/Actions
Issues
Status ReportsProject Plans
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And Bring In-House at AnytimeBackup and Restore your EPM Live Online environment Onsite
Reports
Risks
Documents
Tasks/Actions
Issues
Status ReportsProject Plans
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Self Service EPM Live Offering– Provides a Configuration Page for Build-to-Order Process
• Project Level Custom Fields• Task Level Custom Fields• Enterprise Resources and Custom Fields
– Out of the Box Feature Set• Views, Settings, Project Creation, Reports
– Provides basic SharePoint Enterprise Project Capabilities• 1 Top Site Template• 1 Project Workspace Template
– Allows an organization to use the EPM Live Solution with only hours of Setup
– Allows an organization to grow into a complete EPM Live solution
Easy EPM Live