The new Project. Large Scale ERP Deployments using Microsoft Project Portfolio Management Solution. Alexander Rodov, Microsoft MVP, PMP

Transcription

1 The new Project Large Scale ERP Deployments using Microsoft Project Portfolio Management Solution Alexander Rodov, Microsoft MVP, PMP 1 Trusted IT Group Managing Partner

2 Agenda Project Server Overview Complex Scope Multiple Workstreams Multiple Owners Multiple Trackers Ultimate Matrix Raffle Q&A 2

3 What is Project Server? Microsoft Office Project Server is a project management server solution made by Microsoft. It uses Microsoft SharePoint as its foundation, and supports interface from either Microsoft Project as a client application or by web browser connecting to its Project Web App (PWA) component. Project Web App (PWA) initial screen A schedule shown in PWA Project Center 3

4 An Overview on Project Server Microsoft extends the capabilities of Microsoft Project with Project Server and Project Web App (PWA, formerly Project Web Access). Microsoft Project Server stores project information in a central SQL Server database, protected from unauthorized access and corruption. A Project Administrator can control security defining users and access rights. 4

5 An Overview on Project Server The Project Center supports reports across an organization at the project level. Managers can drill down into project details. Tasks,, Projects and Resources can have Enterprise Custom Fields defined (similar to Custom Fields in the Microsoft Project desktop application). 5

6 An Overview on Project Server The project manager needs to communicate project plans and to distribute task assignments to team members. The assignment of tasks can be distributed to team member home pages in PWA. They need to communicate status and changes to keep the project manager up to date. Project Server supports electronic communication over the web via PWA. Team members can update their tasks' status via PWA and the My Tasks list or via a Time Sheet. 6

7 An Overview on Project Server Resource workloads can be analyzed by project and by resource with the Resource Center,, allowing organizations to forecast future resource requirements and make more efficient use of resources. The view definition is easier to understand and more robust with PWA than with Microsoft Project. Views can be protected to assist standardization. Project Server stores custom calendars, views, tables, filters, and fields, in an Enterprise Global area where users have access to the latest version every time they restart Microsoft Project. For each published project in Microsoft Project a Project Workspace can be created. A Project Workspace is a Microsoft SharePoint Team site where the Project team can share documents, issues and risks. 7

8 Project Server History 2000 Project Central 2003 Office Project Server Project Server ? 2002 Project Server Office Project Server Project Server 2013 and Project Online 8

9 Business challenges Our teams work from virtually anywhere. I need the flexibility to manage without up-front infrastructure costs. Our company can compete only if we align investment with business priorities. We want more visibility and control over what people are working on. 9

10 Business Case Large ERP Deployment 10

11 Complex Scope 11

12 Complex Scope Define Lock Control Scope Controls Important steps to get started are identified. Keep it simple 12

13 Complex Scope Familiar experiences Work within familiar applications such as SharePoint. 13

14 Complex Scope Sync Scoping Items with your Schedules See your plan right away with the timeline. 14

15 Complex Scope Sync Scoping Items with Schedules Scoping items Scoping ID Tasks Task Scoping ID 15

16 Multiple Workstreams 16

17 Outline Level 1 SYNCed across Program Projects Multiple Workstreams Line Up WBS and Use top levels for Program View Within Top Levels NO Changes Beyond Top Levels Workstream PMs have autonomy 17

18 Outline Level 1 SYNCed across Program Projects Multiple Workstreams Line Up WBS and Use top levels for Program View Within Top Levels NO Changes Beyond Top Levels Workstream PMs have autonomy 18

19 Assign Resources across Program Projects Multiple Workstreams Resource Load Balance Resources 19

20 Multiple Workstreams Effectively manage resources Time management Administrative lines enable people to record time for everyday work and non-working time. 20

21 Evaluate portfolio investment and select optimal project portfolios. Multiple Workstreams Assess Resource Plans and Costs Run Reports Drive Business Decisions 21

22 Multiple Owners 22

23 Multiple Owners Workstream Owners Program Owners Risks and Issues Owners Process Integration Owners Change Management Owners 23

24 Multiple Owners Setup Cadence and Hierarchy Portfolio Program Project Workstream 24

25 Multiple Owners Workstream Owners Program Owners Risks and Issues Owners Process Integration Owners Change Management Owners 25 Portfolio Program Project Workstream for what she is accountable respective Workstream

26 Multiple Owners Discover and share information Share and discuss progress with others quickly. Effectively share 26

27 Multiple Owners Make data-driven decisions Collaborative decision making Team members and trusted business partners are equipped with the information they need to make informed and data-driven choices. 27

28 Multiple Owners Stay informed and make better decisions with portfolio, project and timeline views in PWA. Make data-driven decisions Improve visibility 28

29 Multiple Owners Make data-driven decisions Mine data and glean insight across a collection of projects, a particular program or portfolio. Business intelligence 29

30 Multiple Owners Rich reporting tools with a familiar Excel-like experience help you quickly and easily measure progress. Make data-driven decisions Rich reporting 30

31 Multiple Trackers 31

32 Multiple Trackers Spreadsheet Hell Some of the Project Data could be supplied from Trackers, but it should be minimum 32

33 Increase agility and control Improve IT management Project Online and Project Pro for Office 365 offer 24/7 service and support. Secure and available 33

34 Increase agility and control Improve IT management Project offers an integrated admin experience with SharePoint so you can easily get set up, add resources, and adjust permissions. Simplified administration 34

35 Increase agility and control Improve IT management Manage business settings without requiring additional assistance from IT. Business vs. IT settings 35

36 Ultimate Matrix 36

37 Ultimate Matrix Approach Decompose down to Manageable sizes. Setup Relationships Build the Ultimate Matrix

38 Principle: A complex object could be represented as a combination of 2 simpler objects. Simple Decompose Complex Simple 38

39 Setup Relationships Resources Schedules Issues Risks External Dependencies Constraints Etc. 39

40 A = Schedule Table B = Indexed Complexity Table based on Risk Assessment C = etc. Build the Ultimate Matrix 40

41 Build the Ultimate Matrix Objectives/Critical Milestones Start Finish Initiate 1/12 2/17 Plan 1/12 2/17 Execute 1/12 2/17 Test 1/12 2/17 Close 1/12 2/17 Aggregated Metrics 75% 95% 75% 59% 95% Workstream 1 Metrics WorkStrieam2 Metrics Workstream N Metrics 59% 75% 75% 95% 75% 95% 95% 75% 59% 59% 59% 59% 95% 95% 95% 41

42 Raffle 42

43 Thank you, MCTS, CSM Managing Partner at Trusted IT Group Cell: