EPM Live Presentation. EPM Live Solution Overview

Transcription

1 Presentation Solution Overview

2 Social Project & Work Management Social Project Management Product Focus Area Customers interested in an Enterprise Project and Social Project Management application to manage the day-to-day tactical details of project & work across the organisation Strengths & Focus Areas Social Networking Workspace Communities Multiple Planning Tools & Methodologies Tactical Resource Management Integrations with other LOB Applications

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

4 All Work Together Business Value Projects Requests Service Portfolio Incidents, Changes, Problems Applications Services Projects Reporting Changes Demand Select Work Application Portfolio Releases, Backlog, Test Cases Project Portfolio Projects, Tasks, Issues, Risks Metrics Dashboards Status Reports Execution Resource Management Work Management Time Management Funnel All Work Through a Common Governance and Control Structure.

5 Presentation Solution Demonstration

6 Resource Management Lifecycle Capacity Planning Long-range, strategic planning organisation/department Program & Project Resource Allocation Operational Work Management Task Management & Collaboration Identification of Orders & Tests Prioritization and scheduling Keep-the-lights-on activity management Support, internal group projects Individual task assignments Skills assessment

7 Capacity Planning Capacity Planning Program & Project Resource Allocation Operational Work Management Task Management, Collaboration, Progress Reporting Demand Requests - Identify Generic Roles Determine Estimated Usage for Each Role Identify Potential Resource Constraints Analyze and Adjust Resource Plan Finalize Plan for Resource Allocation

8 Project Requests with Workflow Centralized request process and repository Process and approval workflows Governance Promote to projects as needed

9 Resource Capacity Planning Top-down resource planning FTE, hours, or percent allocations Generic, rolebased planning Criteria-based resource matching and substitution Feeds resource analysis and what-if scenario tools

10 Resource Analyzer Resource capacity across all work Heat map of over/under allocations What-if scenarios on selection and sequencing Save scenarios for comparison and analysis Compare budget, actual and tactical resource utilization

11 Modeler What-if analysis Apply variable budget targets for analysis by business conditions Heat map analysis of costs, budgets and other financials Scenarios on selection and sequencing Save scenarios for comparison and analysis

12 Resource Capacity Views and Reports On-demand views and reports Totals by resources, roles, depts. etc. Interactive views, or traditional reports Select by portfolio, project, or resource category Graphical representation of impact

13 Resource Capacity Reports

14 Reporting Pre-configured reporting web parts and program dashboards Using reporting tools your team is already familiar with SharePoint SSRS Excel Other Standardized project metrics and reporting Improve Visibility and Insight to Enhance Decision-making

15 Portfolio Management Centralized project status Business alignment and risk assessment Gain portfolio visibility Prioritization and optimization Gather, Analyze, prioritise, and Track All Project Demands

16 Resource Allocation Capacity Planning Program & Project Resource Allocation Operational Work Management Task Management, Collaboration, Progress Reporting Match Potential Candidates with Needs (skills, availability, etc.) Assign Named Resources Confirm Project or Work Assignment and Duration Verify Resource Assignment with Necessary Parties Manage Future Shifts in Resource Assignments

17 Resource Allocation, Bottom-Up Build teams from a central pool Allocate resources to detailed tasks Allocate resources to other item types like issues, changes, etc. Waterfall, Agile and Ad-hoc work Control permissions Bi-directional integration with MS Project Assign Resources Build Team

18 Resource Work Management Assign resources to any work item type Check resources for over-allocation before assigning them Find resources that may be available in that time frame Automatically change dates after finding available time slots Contributes to total workload demand for the resource

19 Resource Assignment Planner Bottoms-up totals of all work assigned to resources Shows overallocation and availability For project and non-project work Can assess by individual resource, team, department, etc. Prevent overloading of resources when planning

20 Resource Work Reporting Detailed reporting on all resource work allocated Time-phased analysis Drill-down into projects and individual work items Run on scheduled jobs to pre-defined distribution lists Run in a viewer, or publish to common formats like PDF, Word, Excel, etc.

21 Cost Planning & Analysis Detailed lineitem, time phased budgets Track actual costs against budget categories Forecast benefits and revenue for business case and business planning

22 Operational Work Management Capacity Planning Program & Project Resource Allocation Operational Work Management Task Management, Collaboration, Progress Reporting Manage Work Assignments Track Resource Performance Provide Continuous Feedback and Status Resolve Issues and Mitigate Potential Risks Respond to Resource Changes

23 Schedule Management Manage Simple To-Do Lists Build Schedules Using Webbased Project Planner Bi-directional Sharing of Microsoft Project Schedules with Team Members Manage Backlogs Using Agile Planner View Schedules and Milestones Online Control Schedules and Tasks Across Your organisation

24 Microsoft Project Plans

25 Agile Management Iterative approaches to development of applications and products Manage and prioritise backlogs Common tools for Agile, Waterfall and unstructured work Integration with SDLC tools like TFS and Jira Iterative application and product development

26 Unstructured Work Items

27 Resource Collaboration Capacity Planning Program & Project Resource Allocation Operational Work Management Task Management & Collaboration Define Shared Goals and Objectives Track Status and Real Time Updates Provide Teams Efficient Tools to Collaborate

28 Social Collaboration = Resource Collaboration

29 Timesheets for progress upddates Report time against any element in the system, and at any level Configurable timesheet to meet tailored needs Compare plan vs. actual data Capture notes and comments on each entry Integrate data with financial or billing systems

30 Work Log

31 Resource Task Management Capacity Planning Program & Project Resource Allocation Operational Work Management Task Management & Collaboration Gather Work Assignments Provide Status and Updates Monitor Overall Health of all Work and Dependencies

32 My Work One central location to see all that has been assigned to you Provide status and updates to all work items Can render My Work in Outlook for easy access prioritise and flag work to tackle first Manage and Track All Your Work Demands In Your organisation

33 Notifications Automatic reminders on all items that require action and attention Configurable parameters Supplemented by notifications and s if desired Links directly to the item to be fulfilled or statused

34 Resource Task Management

35 Do the right work. Do the work right.