microsoft confidential. the microsoft office 2007 enterprise project management solution: doing the...
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MICROSOFT CONFIDENTIALMICROSOFT CONFIDENTIAL
The Microsoft Office 2007 Enterprise Project Management Solution:
Doing the Right Things Right
MICROSOFT CONFIDENTIAL
Agenda
• Project & Portfolio Management Overview• Office Enterprise Project Management
Solution• Deployment Approach• Top 10 Benefits• Contact info
MICROSOFT CONFIDENTIAL
Portfolio Management is a Growing Market
Application Lifecycle
Management (ALM)
Build / Update
Inventory
Derive Assessment
Scores
Finalize Transformation
Decisions
Project & Program Management
Analyze Portfolio
Product Lifecycle
Management (PLM)
Build / Update
Inventory
Derive Assessment
Scores
Finalize Transformation
Decisions
Analyze Portfolio
Portfolio Analytics
Develop Business
Case
Portfolio Prioritization
Portfolio Optimization
Capacity Planning
Portfolio Selection
Detailed Planning
Execution / Delivery
Update Portfolio Inventory
Gain Visibility & Control Across all Investment Portfolios
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Abi
lity
to Id
entif
y B
usin
ess
Val
ue P
oten
tial
(P
roje
ct P
ortfo
lio S
erve
r 20
07)
Ability to Realize Business-Value Potential(Project Server 2007)
75%75% 100%100%
66%66%
100%100%
0%0%
Portfolio Portfolio ManagementManagement
Project Project ManagementManagement
50%50%Value RealizedValue Realized
50% 50% Value LostValue Lost
Project Management
helps ensure organizations successfully deliver the selected investments and realize the business value
Project Portfolio Management: Select & Deliver the Right Investments
Portfolio Management enables organizations to identify and select the
investments that will maximize business value
MICROSOFT CONFIDENTIAL
Portfolio ReportingBenefits Realization
Successful Organizations Use Both Disciplines
Project ManagementProject PlanningCost ManagementResource ManagementTime ReportingChange ManagementIssue ManagementProject ReportingCollaboration
Portfolio ManagementPortfolio GovernanceBusiness Case DevBenefits ForecastingPrioritization / ValuationPortfolio OptimizationAdv Portfolio Analytics
• Project Portfolio Management answers the following questions:
• Have I selected the right investments?
• Do the investments align with the strategic objectives?
• Do I have sufficient resources to deliver the selected investments?
• Will the investments be delivered on time and within budget?
• Are my investments delivering the forecast benefits?
MICROSOFT CONFIDENTIAL
Project & Portfolio ManagersProject & Portfolio Managers
Team MembersTeam Members
Resource ManagersResource Managers
Microsoft Office EPM Solution
ITIT
Exec StakeholdersExec Stakeholders
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What is our EPM Solution?
Executives Portfolio AnalystsProject Managers
Application Managers
Line of Business Systems
Project Managers
Executives Resource Managers
Team Members
Project Server
Gateway
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EPM Solution Deployment OptionsBig Bang ApproachBig Bang Approach Phased ApproachesPhased Approaches
Deploy all products within the Deploy all products within the EPM Solution at the same time EPM Solution at the same time
Utilize a phased approach to deploy Utilize a phased approach to deploy the products within the EPM Solution the products within the EPM Solution
to address specific pain pointsto address specific pain points
Option 2Option 2
Phase 1Phase 1 Phase 2Phase 2
MICROSOFT CONFIDENTIAL
EPM Solution Deployment Best Practice11
Capture the project request Capture the project request and build detailed business and build detailed business case.case.Select the optimal project Select the optimal project portfolioportfolioExport selected projects to Export selected projects to Project Server 2007Project Server 2007
Track and manage the project Track and manage the project to a successful conclusionto a successful conclusion
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44 Capacity analysis and Capacity analysis and detailed project planningdetailed project planning
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Predefined workflows help ensure the projects are subject to the appropriate governance controls
throughout their life cycle (from proposal to post-implementation)
Capture all project requests within a central repository, and define business-case templates to standardize the
data collection across the organization
Capture Project Requests/Ideas
Create: Capture Project Requests in an Enterprise Repository
Governance Workflow
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Build a detailed business case for each project request in accordance with the governance workflow
General Information Cost Estimates Resource Estimates
Benefit Estimates Strategic Impact Assessment Risk Assessment
Create: Business Case Development
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Use proven techniques to define and prioritize business drivers
Derive a priority score to evaluate each project request (that is, strategic value, financial value, risk)
Prioritize Business Drivers
Prioritize Projects
Assess the impact of each project request against the prioritized business drivers
Business Drivers
Pro
ject
s
Analyze the project portfolio before attempting
to make funding decisions
Investment Maps
Impact Assessment
Select: Portfolio Prioritization
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Use sophisticated optimization algorithms to maximize the portfolio’s strategic value under varying budget constraints (that is, cost and
resources)
‘What If’ Analysis
Efficient Frontier Modeling
Business Alignment Analysis
Benchmark the selected portfolio against the Efficient Frontier
Calculate and communicate the selected portfolio’s alignment with the organization’s strategic priorities
Select: Portfolio Optimization & Advanced Analytics
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Office Project Server
Gateway
Select: Project Server Gateway
Utilize the Project Server Gateway to export the selected projects from Office Project Portfolio Server 2007 to Project Server 2007
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Plan: Capacity Planning Analysis
Maximize Resource Utilization •Identify skill surpluses and deficits across the planning horizon
• Finalize project portfolio release schedule
•Analyze and communicate training and headcount requirements to HR
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Plan: Detailed Planning
Develop Detailed Project Plans •Build the detailed project plan (e.g. detailed tasks, milestones etc.)
•Assign name d / individual resources to the plan
•Capture inter project dependencies
•Finalize and baseline project plan
•Synchronize project level data with Office Project Portfolio Server 2007 via the Project Server Gateway
MICROSOFT CONFIDENTIAL
Manage: Track Project Performance
Timesheets
Status Reports
Project Workspaces
Task Assignments
Issues & Risks Mgmt
Project ManagerProject ManagerTeam Team MembersMembers
Collaborate to deliver projects on time and within budget
• Share essential information through team project workspaces
• Keep teams aligned through task assignments and timesheet reporting.
• Proactively predict cost , resource and schedule overruns through KPIs
• Use built-in integration to communicate project-related information through Microsoft Office system applications.
Timesheets
Track Progress
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Manage: Measure Portfolio Performance
Transparency, Visibility & Control •Build scorecards & dashboards to measure portfolio performance
•Utilize the flexible reporting infrastructure to standardize and streamline the reporting process across the organization
•Synchronize project level data with Project Portfolio Server 2007 to enable re-optimization analysis
MICROSOFT CONFIDENTIAL
1. Standardize and automate the governance processes.
2. Capture all investments within a central repository.
3. Objectively prioritize business strategy and competing
investments.
4. Align the selected portfolios with the business strategy.
5. Effectively manage resources.
6. Collaborate and coordinate easily.
7. Measure and track portfolio performance.
8. Get more from existing technology investments.
9. Tightly integrate with line of business applications.
10.Quickly realize a return on investment.
EPM Solution: Top 10 Benefits