EPM Live as an Enterprise Platform Aligning PPM with the Business to Ensure Strategic Outcomes. Jose Levy Sr. Enterprise Account Executive

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1 EPM Live as an Enterprise Platform Aligning PPM with the Business to Ensure Strategic Outcomes Jose Levy Sr. Enterprise Account Executive

2 EPM Live as an Enterprise Platform Introductions Context and Common Patterns Representative Solutions Requirements for Success Key Takeaways and Call to Action Final Questions 2

3 PPM/Work Management Implementation Concepts PPM/Work Management Processes Demand Management Project/Portfolio Management Schedule Management Resource Management Financial Management Time Management Reporting/ Analytics Document Management 3

4 PPM/Work Management Implementation Concepts 4

5 Crawl-Walk-Run Deployment Approach CRAWL WALK RUN Value Achieved: q Demand Capture q Basic Prioritization q Project Governance q Simple Budget, Cost and Benefit tracking q Reporting and Portals q Standard Dashboards q Sophisticated Prioritization q Advanced Portfolios, Dashboards q Intricate Measures q Detailed Financial Tracking q Capacity Management q Detailed Project Cost Estimation q Project Scheduling q Detailed Task Management q Full Blown Resource Management q Detailed Cost Tracking 50% 30% 20% 5

6 EPM Live as Enterprise Level Architecture Make the Work Management Platform part of your enterprise architecture EPM Live Platform Leverage the enterprise platform beyond the traditional PM/PPM 6

7 SharePoint and EPM Live Extendibility Use of SP in Content Management 7 AIIM 2015 IW Connecting and Optimizing SharePoint*

8 SharePoint and EPM Live Extensibility Use of SP in Process Management and Enterprise Connections 8 AIIM 2015 IW Connecting and Optimizing SharePoint*

9 All Work, Multiple Processes One Platform Solution Apps Features Work Entities Platform Integration Forms, Workflows, Modeling, Analysis, Reporting, Schedules, Costs, Resources Applications Services Products Tasks Projects Programs Portfolios Operations SharePoint Excel Outlook Project Financial/HR 9

10 All Work, Multiple Processes One Platform EPM Live Solution Apps Pre-configured solutions that address a specific business process / functional requirement Can be added to an existing site or a newly created site Starting point in the configuration of a new process / requirement Completely open to configuration but also tightly integrated to the main EPM Live PM/PPM feature set 10

11 EPM Live App Store 11

12 Single Platform with Multiple Solutions 12

13 Design Principles q Single Farm with multiple Sites q Each solution is a separate Site q Each Site has unique configuration q Can report across all Sites q Can manage unique permissions (and owners) 13

14 Technical Architecture EPM Live SP Farm for the Enterprise IT Work Management Products (NPD) Shared Services (Service Requests) EPMO Pgm A Pgm B Each organizational unit has its own separate site Can re-use best practices while still supporting different work methods / processes across the Enterprise 14

15 Work Management Solutions Demand Mngmt (Requests) Innovation / NPD (New Products / Services) PPM/WM/TM (Core) Service Request (Non-Project) Application Lifecycle Management 15

16 New Product Development - Requirement Deliverables by Stage Stage 1: Concept Definition Stage 2: Feasibility & Planning Stage 3: Product Development & Testing Stage 4: Marketing & Sales Execution Stage 5: Launch & Learning New Products Technical brief Benchtop samples Sketches Vendor NDA Resource/complexity evaluation Marketing brief Product brief 2nd round samples Shelf life testing Project plan & PLM resource assessment Risk assessment questionnaire Creative brief Package design Samples Investment analysis Final costing/pricing Vendor agreements Specifications Forecast Consumer testing Packaging design New item set-up Sell-in materials Sales meeting presentations Shelf life test results Quality monitoring report Project review/ debrief Consumer feedback Post mortem report 16

17 17 New Product Development - Solution

18 18 New Product Development Solution

19 19 New Product Development - Solution

20 New Product Development - Solution Deliverable Status Drives Overall Stage Gate Status 20

21 New Product Development - Solution All Deliverables Have to Be in Complete State to Move the Project Forward 21

22 New Product Development - Solution Project Lifecycle Changes as Overall Workflow Stage Gates Change 22

23 23 Service Requests - Requirement

24 24 Service Requests - Solution

25 25 Service Requests - Solution

26 26 Service Requests - Solution

27 27 Service Requests - Solution

28 Case Study Media Conglomerate Challenge Separate organizational units with distinct use cases Simple and complex processes Solution/Approach Initial narrow scope IT work management implementation Offered solution to departments as shared infrastructure Benefits/Lessons Learned Multiple solutions in one SP Farm Less is more in terms of configuration Each area designated an application administrator 28

29 Requirements for Success ü Demonstrated adoption of EPM Live ü Partnership with IT ü Well defined processes / use case ü Assigned trained administrator ü Implementation approach for your organization ü Support structure / SLA defined for platform 29

30 Requirements for Success Execute the Next Implementation Like Another Project 30

31 Key Takeaways EPM Live can address multiple requirements beyond PM/PPM Leverage the APP Store with pre-configured applications You can easily expand into other work management scenarios New Product Development (E2E Lifecycle) Service Management (Task Management) Demand Management Application Lifecycle Management 31

32 Key Takeaways Compelling Benefits to the Organization Cost savings from creating organization specific sites Single vendor, platform, technology Volume pricing module for additional users Less administrative burden with single platform for multiple purposes Implementation cost savings from leveraging existing platform 32

33 Key Takeaways Lessons Learned from Leading Customers First organization to implement leads the charge Investment in learning the technology required Technology preference for SharePoint and EPM Live New groups / departments need to be committed 33

34 Call to Action Position EPM Live as the Work Management Enterprise Platform Look for use cases / scenarios that can drive most value to you Where can process be automated with a workflow for greater accountability and control? Obtain sponsorship from IT to expand EPM Live as an offering to the organization Build internal capabilities to deliver more value from the platform Administrator training Delegated administrators Support / training capabilities 34

35 35 Q&A

36 Session Survey We appreciate your feedback. Please text EP2905 to (US) or (CDN) or Survey URL : Go to the Impact App 36

37 For More Information Visit us: Follow us: us: 37

38 Enterprise Work Management Run smoothly. Change quickly. Achieve more. 38

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