Implementing Gartner s PPM Reporting recommendations in Project Online and Project Server

Transcription

1 Implementing Gartner s PPM Reporting recommendations in Project Online and Project Server Kenneth Steiness, CEO & Managing Partner Sensei Project Solutions SERVICES SOLUTIONS TRAINING APPS Microsoft PPM Deployments On-going Support Services Jumpstart & Report Packs Agile PPM Role-based, Process-focused Best Practices Books & E-Learning Project & SharePoint Phones / Tablets / Windows

2 Your Presenter Founder and Managing Partner at Sensei Project Solutions Virtual Technology Solutions Professional with Microsoft Author of the book: Proactive PPM with Microsoft Project 2013 Scheduling Geek Scheduler for the Queen of Denmark Also scheduled security for Al Gore and Fidel Castro

3 Sensei Project Solutions Microsoft s 2014 Partner of the Year for PPM 100+ Microsoft Project/Project Online and Project Server deployments 1,000+ Project Managers/Team Members trained Certified on entire technology stack + Project Management: PMP/PMI-SP, MCP, MCT, MCTS, MCSE

4 Microsoft acquires Sensei App Catalog

5 Gartner findings.executives find it hard to know exactly what actions they should be taking..guide the audience to any areas of concern. draw attention to changes, and where decisions or actions are needed...avoid lists of projects. Consolidate project information around the categories or sub-portfolios..

6 The Building Blocks of PPM PMO Governance Monitor data quality and compliance to scheduling standards across all projects and resources in the portfolio Project Status and Portfolio Reporting Track actual progress to date; reforecast based on Estimates To Completion; and roll-up portfolio reporting Project Planning and Collaboration Plan the detailed scope of work with deliverables, milestones and resource assignments. Collaborate on project artifacts Budgeting and Cost tracking Load budgets & cost estimates in project schedules; then track progress and report variance during execution Resource Capacity/Demand Management Establish resource capacity baseline and capture work demand to identify staffing bottlenecks Project Intake & Prioritization Capture proposals with supporting business cases & prioritize against business drivers and existing workload

7 Proactive Scheduling/Reporting Printed Directions Static; out-of-sync after detour or wrong turns; no update to arrival time or distance GPS System Tracks actual progress; re-routes on detours; provides accurate forecast of arrival time

8 Proactive Scheduling/Reporting Static Schedule Hard-coded with artificial dates; no forecasting ability; unreliable; inaccurate actuals; snapshot of a point in time; not actionable Proactive Schedule Shows actual progress-to-date; reflects estimates to completion; predicts completion dates and total cost estimates; enables corrective action and decision-making

9 Common Reporting Questions How many projects in each area? What's causing variances?

10 What do Executives want?

11 DEMONSTRATION

12 Feeding the Reports & Dashboards Portfolio Reporting Reports & Dashboards Project Status Project A Status Project B Status Project C Status Project D Status Project A Project B Project C Project D Actual Work + ETC Issues/Risks/Actions Actual Work + ETC Issues/Risks/Actions Actual Work + ETC Issues/Risks/Actions Actual Work + ETC Issues/Risks/Actions

13 Successful Statusing & Reporting Track Actual Work (historical) Validate Remaining Work (forecast) Update status on Issues and Risks Approve status updates ( Actual Work & Remaining Work ) Update Milestone status Reschedule incomplete work from the past Resolve resource over-allocations Take corrective action

14 Building Successful Reports Tag projects and resource with the appropriate meta data to allow for roll-up reporting Align the reports with natural sub-portfolios in the organization, such as Department and Sponsor Surface projects with the greatest variance or impact by sorting from high to low Cost Variance, Finish Variance, Project Health, Work, Cost Exclude projects not yet approved, cancelled or complete Enable interactive filters for executives to help answer specific questions

15 Questions?

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