Microsoft Enterprise Project Management. James Wright Christopher Pond

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1 Microsoft Enterprise Project Management James Wright Christopher Pond EPM Solution: Executive Overview and Discussion 1

2 Agenda 9:30 09:45 Introduction 9:45 10:45 Microsoft Project Server 2010 James Wright Principal Consultant 10:45 11:00 Refreshments 11:00 12:00 Microsoft Project Server :00 13:00 Break 13:00 14:00 Microsoft SharePoint Server 2010 Christopher Pond Senior Consultant 14:00 14:15 Refreshments 14:15 15:00 Microsoft SharePoint Server 2010

3 About CPS Established 1995 Experts in Microsoft EPM, SharePoint, Training, Resourcing & P3M Consulting Microsoft Gold Competency Partner Client list of over 700 organisations Only UK APMG Accredited Consulting Organisation that can provide Microsoft EPM solutions & P3M consulting Over 11,000 delegates trained Project Server 2010 launch partner

4 European Coverage Working in partnership with C&S and CXS, CPS offer international services throughout Europe.

5 Solutions P3O Consulting PMO setup Recruitment Pre-packaged EPMoffice TM Client Specific EPM Deployments Hosted / SaaS SAP integration Dedicated support Training Development

6 More and more, businesses need: challenges and needs Transparency of projects & operations Consistency and Quality in processes & activities Accountability of project performance and financial resources Optimisation of projects to align with strategies Invest in scalable, connectible, and extensible platforms

7 Why change? Deliver business improvement through change Become lean & competitive Maximise value for taxpayers & shareholders Can organisations repeatedly deliver more with limited resources? Business demands value in every project Are resources being utilised efficiently? Can we prioritise effectively? Can we provide the necessary programme and project controls? The reasons will differ for each organisation

8 Example PPM benefits

9 People Process Organisation Strategy Technology People Ensuring there is a focus on skills and competencies e.g. by providing multi-level training. eaton Processes common approach for people to collaborate around projects & programmes Organisation - is there a will to support change Strategy & Vision the drivers for change and the vision of a future state to roadmap a feasible, path to get there. Technology Implemented to assist people carrying out the process.

10 Another Way of Looking at it Organisation Finance Process HR People CRM Technology Change? P3O / EPM Strategy & Vision

11 In the organisation Portfolio Management Alignment with Business Objectives Executives and Portfolio Managers Demand Management Portfolio Selection Capacity Planning Portfolio Reporting Enterprise Project Management Visibility & Control PMO, Resource and Project Managers Resource Management Financial Management Project Reporting Project Scheduling Program Management Collaboration Work Management Project Team Members Time Reporting Team Collaboration Issue and Risk 5

12 Microsoft Project Evolution From desktop scheduling to project & portfolio management Scheduling Simple reporting Task management Print Resource tracking Portfolio Management Financial Management Program Management Resource Management Project Collaboration Reporting

13 Gartner MarketScope for Project and Portfolio Management Applications Microsoft received the highest rating possible with a Strong/Positive rating June 2011 Microsoft Project Server 2010 is a landmark release for Microsoft, and for PPM prospective users and existing Project Server customers Source: MarketScope for Project and Portfolio Management Applications, GartnerResearch, June 2011 The MarketScope is copyrighted 2011 by Gartner, Inc. and is reused with permission. The MarketScope is an evaluation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the MarketScope, and does not advise technology users to select only those vendors with the highest rating. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This MarketScope graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Microsoft.

14 Current & Future

15 Solution components Line of Business Systems Project Managers / Planners Executives Resource Managers Team Members

16 Demonstration

17 Toolset Capability End to end Project & Portfolio Management Portfolio Selection & Prioritisation Capacity Planning Flexible scheduling Enhanced Reporting & Business Intelligence

18 Making the change an example Establish Organisational Will at the right level Is the organisation engaged? Devise a problem statement to gain stakeholder engagement What issues do we currently face? Appoint a Senior Responsible Owner Which business person will lead the change? Perspective is essential Appoint a capable Project / Programme Manager Support effective delivery Map out the vision Keep short & long term needs visible Set the capability & benefit expectations Measure success Assess the current organisation state to make change successful Prepare Benefits, a Business Case, Programme Brief, Programme Preparation Plan & Vision statement

19 Example Road Map an evolving approach Risk and Issue Management Project Register Foundation Resource Pool High Level Project Status Tracking Time Tracking through Authorisations Phase Level Project Plans & Resource Allocations Milestone Reporting Financial Management High Level Risks & Issues Status RAG & Narrative Time and cost actuals Request Governance Project Approval Detailed Risk & Issue Management & Tracking Governance Workflow Portfolio Management Detailed Project Schedule Management & Resource Allocations Detailed activity planning & tracking Activity level resource management Project Delivery Governance Annual Business Planning Cycle and Portfolio Management Lifecycles and Stage Gates to Manage/Track Delivery of Projects CMMI/Adherence to Process Collection of project requests Prioritisation & approval Portfolio management Resource Management Time & cost actuals Capacity Planning at Role Level Release 1 Release 2 Release 3

20 Example Implementation Plan Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Proof of Concept Iterative Workshops and Prototyping Iterative Prototyping Design System Configuration Validation Testing Training Phase 1 Roll Out Design System Configuration Validation Testing Training Phase 2 Roll Out Design System Configuration Validation Testing Training Phase 3 Design System Configuration Validation Testing Phase 4 Roll Out Training Technical Design and Installation Roll Out Project Management

21 Solutions P3O Consulting PMO setup Recruitment Pre-packaged EPMoffice TM Client Specific EPM Deployments Hosted / SaaS SAP integration Dedicated support Training Development

22 Thank you for your time We will follow up with slides & links Consider setting up a more detailed discussion with CPS

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