Project Portfolio Management: Project Portfolio Management:

Doing the Right Things Right

Agenda

What is Project Portfolio Management (PPM)Understanding the PPM lifecycle and core processesIntroducing Microsoft EPM solutionDemonstrationImplementing Microsoft EPM solutionConclusion: Realized PPM Benefits

What Is Project Portfolio Management?

Project Portfolio Management is the continuous process of identifying, selecting and managing a portfolio of projects in

alignment with key performance metrics and strategic business objectives

100%

0% 100%

Improving Portfolio Management

Imp

rovin

gP

roje

ct

Man

ag

em

en

t

Value from Project ManagementDOING THINGS RIGHT

Valu

e f

rom

Port

folio M

an

ag

em

en

tD

OIN

G T

HE R

IGH

T T

HIN

GS

Realized Value

UnrealizedValue

Select And Deliver The Right Things

Alignment with Business Objectives

Visibility & Control

Collaboration

PMO, Resource and Project Managers

EnterpriseProject

Management

Project Team Members

Executives and Portfolio Managers

Portfolio Management

Work Management

Demand ManagementPortfolio SelectionCapacity PlanningPortfolio Reporting

Resource Management Financial Management Project Reporting Project Scheduling Program Management

Time Reporting Team Collaboration

How PPM Helps The Organization

Processes and Tools

Project Portfolio Management Lifecycle

ManageSelectCreate Plan

Core PPM Processes

Demand Management

Portfolio Selection

Capacity Planning

Resource Management

Financial Management

Time Reporting

Portfolio Reporting

Project Reporting

Team Collaboration

Project Scheduling

Program Management

ManageSelectCreate Plan

CreateStandardize the collection of all work across the Enterprise

Capture all requests, from work orders to strategic projects

Standardize metrics, valuation criteria and templates

Control investments through governance workflow

ManageSelectCreate Plan

SelectInvest in project portfolios that align with strategic priorities

Objectively prioritize business drivers and drive consensus

Derive varying priority scores to evaluate competing investments

Identify portfolios that align with strategy and maximize ROI

Utilize advanced portfolio analytical techniques to reach the Efficient Frontier

ManageSelectCreate Plan

PlanFinalize project delivery roadmap based on resource availability

Identify  resource gaps across the planning horizonFinalize release roadmap and headcount requirements  to maximize resource utilizationSearch for team members with availability and assign to project Finalize plan and baseline before moving into execution

ManageSelectCreate Plan

ManageMeasure and track performance at the project and portfolio level

Collaborate to effectively deliver selected projects Proactively monitor portfolio performance and visualize trends Drill down to the project level to assess risks, issues and statusTrack and compare budget, actual and forecast valuesTake corrective actions to improve project performance

ManageSelectCreate Plan

SchedulingSimple ReportingTask ManagementE-mailand Print Resource Tracking

1996

2008

Program Management

Reporting

Project Collaboration

ResourceManagemen

t

FinancialManagement

Portfolio Management

Microsoft Project Evolution

EPM Solution Architecture

Executives & Portfolio

Managers

PMO, Resource & Project Managers + Team Members

LoB Systems

+

EPM SOLUTION

ManageSelectCreate Plan

Demo Storyboard

Optimized

Managed

Defined

Repeatable

Initial

ManageSelectCreate Plan

Gradually Mature Your PPM ProcessesAssess your current maturity and plot a course for success

Current State

Current State

Current State

Current State

FutureState

FutureState

FutureState

FutureState

Phase 1

Phase 3

Phase 2

Phase 1

Phase 3

Phase 2

Phase 3

Phase 2

Phase 1

Phase 1

Phase 3

Phase 2

There Is No Particular OrderStart Top Down or Bottom Up

Create

Select

Plan

Manage

Bottom up Bottom Up

Project Management

Do Things Right

Top Down Top Down

Portfolio Management

Do The Right

Things

Improve Visibility

CREATE

Maximize Value

SELECT

PLAN

Reduce Execution

Risk

MANAGE

Improve Effectivenes

s

Realized Benefits

“Our Microsoft Office 2007 EPM Deployment is gives our executives easy access to the clear and concise information they need to manage our complete portfolio of projects.”

“We have unbelievable visibility of what’s going on in the corporation and that’s all because of Microsoft Office EPM Solution. I’d say we save 60–65 percent in straight efficiency."

“We are moving away from what I

consider an ad hoc model of planning

where we would initiate a project without considering

the effect it would have on the greater organization.”

"The Microsoft Office EPM Solution is giving us a much

better handle on the decisions we make. It is helping us move

to a more strategic project model.” 

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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the

date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.