How To Manage Project And Portfolio Management In Microsoft Office 2010

Transcription

1 Enterprise Project Management SOLUTIONS THAT LAST

2 Challenges in PPM What is a Project? Why Project Management? Challenges in Project and Portfolio Management (PPM) Problems for PM and PPM Leaders Presentation Outline Microsoft Response Microsoft EPM Solution Microsoft EPM Productivity EPM Technologies EPM Core Strengths What s new in 2010 version? Data Warehouse, Business Intelligence and Reporting Competences Microsoft Momentum The Right Local Team Partner References Implementation Methodology Define your needs How to Implement? Project Lifecycle Important Dimensions Process Group and Knowledge Areas Responsibility in the Matrix Organization

3 What is a Project temporary Has a beginning and definite end. It is just an opposite to operations. Developing in steps, controlling and continuing by increments. Draft at the beginning and more explicit and detailed when the project team develops deeper understanding of the objectives and deliverables. project Creates unique deliverables products, services or results and/or operates in unique environment. progressive elaboration unique A project is a temporary effort, undertaken to create unique products, services or results. Based on PMI (Project Management Institute) Methodology

4 Why Project Management? How would you define: Successful projects Failed projects Challenged projects nobody needs them or they don t provide business value as expected What studies and surveys tell us about failed projects? 40% of projects met schedule, budget and quality goals! 70% of organizations have suffered at least one project failure in the prior 12 months! 50% of projects failed to achieve what they set out to achieve! 35% of projects were underestimated of complexity. 35% of organizations abandoned a major project in the last 3 years. 37% of business process change projects fail to deliver benefits. 49% of IT projects are either poorly planned, poorly performed or both. Biggest barriers to success are: People factors!

5 Challenges in Project Portfolio Management (PPM) CHALLENGES Do we invest in right projects? How do we share our resources? How good do we execute and manage the projects? How do we mange changes? Do we fulfill project (business) goals? MANAGE. Tasks Planned and Actual cost Planned and Actual resource usage Timeline & Milestones Risks Quality Documentation and Information ROI (Return of Investment)

6 Problems for PM-s and PPM Leaders PROJECT MANAGERS struggle with finding a tool that is easy to use, flexible, can easily communicate changes and can track multiple project schedules. They need to: Use familiar tools to drive productivity and efficiency Simplify reporting and effectively communicate schedules for all team members Quickly find information and easily collaborate with team members to enhance project execution PROJECT AND PORTFOLIO MANAGEMENT LEADERS are challenged by needing to be able to view all work in a central location, be able to analyze and prioritize key projects. They need to: Select projects that align with strategic objectives and can be implemented with budget constraints Simplify reporting to gain visibility, insight and control across all portfolios Establish governance control and strengthen project and portfolio management processes with collaboration techniques Reduce costs associated with administering, optimizing, maintaining and customizing systems that support project and portfolio management

7 Challenges in PPM What is a Project? Why Project Management? Challenges in Project and Portfolio Management (PPM) Problems for PM and PPM Leaders Presentation Outline The Microsoft Response Microsoft EPM Solution Microsoft EPM Productivity EPM Technologies EPM Core Strengths What s new in 2010 version? Data Warehouse, Business Intelligence and Reporting Competences Microsoft Momentum The Right Local Team Partner References Implementation Methodology Define your needs How to Implement? Project Lifecycle Important Dimensions Process Group and Knowledge Areas Responsibility in the Matrix Organization

8 The Microsoft Response Microsoft solutions provide business insights to all members of the team, leading to better, faster, more relevant decisions through: Unified Project and Portfolio Management Enhanced Collaboration and Reporting Simple and Intuitive User Experience A scalable and connected platform

9 Microsoft EPM Solution Microsoft Enterprise Project Management that utilizes Microsoft Project 2010 is built on SharePoint Server EPM Solution combines business collaboration platform services with structured execution capabilities EPM addresses project and portfolio management requirements of individuals, teams and the enterprise. Microsoft EPM capability unifies project and portfolio management to help organizations: align resources and investments with business priorities gain control against all types of work Visualize performance through powerful dashboards enhancing decision-making Improving alignment with business strategy Maximizing resource utilization Helping to increase operational efficiency Issue and Risk Management Project Control and Reporting Time and Task Management Team Collaboration Resource Management Enterprise Reporting and Business Intelligence Enterprise Project Management Financial Management Governance Schedule Management Program Management Portfolio Selection Capacity Planning

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13 Microsoft EPM Productivity Microsoft EPM solution helps you achieve all the things you envision Unify Project and Portfolio Management Enhanced Collaboration and Reporting Simple and Intuitive User Experience Scalable and Connected Platform Easily create powerful reports with Excel Services and other EPM capabilities Far easier for everyone to create powerful reports Configurable workflow for documents and deliverables Improved enterprise search for finding people, documents and other project artifacts Social Computing: Wikis, Blogs and MySite Create simple project plans and timelines and copy into other Microsoft Office Apps (Word, PPT etc) to enhance communication. Project 2010 makes it far easier to manage the reporting infrastructure through a dedicated administration console. Powerful dashboards for reporting Portals: Enhance reporting or centralize demand management Workgroup Collaboration and Reporting: Publish Project plans directly to SharePoint and Line of Business Integration The new fluent UI makes it easier to work in Microsoft Project 2010 Administrators can easily see the state of all cubes and take action to edit/delete/refresh them.

14 System Management EPM Technologies Microsoft Project Based product offerings include: Project Standard 2010 or Project Professional 2010 Project Professional Desktop client, Project Server and Project Portfolio Server Leading Project and Portfolio Management Solutions have to connect with other applications and line of business systems to aggregate all work and related data to drive enterprise work management, resource User Experience: PC, Phone, Browser Business Applications: Microsoft Office Microsoft Dynamics Business Servers: SharePoint management and reporting Core Servers & Services : Exchange Server

15 Microsoft EPM: Core Strengths Visualize Assignments, Interactive Team Planning Simply Drag and Drop to Realize the Right Mix Powerful Choices to work how you want Fluent UI, Simpler to Use, Flexible Scheduling Enhance Team Collaboration to Realize Results Collaborate and Grow Capabilities

16 What s new in 2010 Version?

17 Data Warehouse, Business Intelligence and Reporting Share and use custom Report Templates Automated task status reporting Summarized project periodic reports Reporting tools for managers/stakeholders to see real-time data, to which they can subscribe and drill-down

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22 Microsoft PPM Solution Success Microsoft is the revenue and user share leader in the $2.8 B Project and Portfolio Management (PPM) market which is growing faster than IT and Application Spending (IDC). Microsoft is a leader in Gartner and Forrester IT PPM Reports Microsoft was the only vendor to make forward movement from 2008 with its EPM Solution, an impressive accomplishment given the economic climate of the time.

23 The Right Team Original and effective development methodology Deep knowledge of enterprise business processes Project and Portfolio Management Microsoft Competences Partnering with regional leaders in Microsoft PM Technologies References in the Banking and Telecommunication Sector Microsoft Silver Application Development Competency Microsoft Silver Content and Collaboration Competency MCTS (Microsoft Certified Technology Specialists): o SharePoint Development o o o SharePoint Administration and Configuration Web Development Database Management o Microsoft Project 2010 Use our software solutions to accomplish your business goals!

24 Partner References Successful implementation of Microsoft EPM Solutions from our regional partner: Akrapovič Elektro Slovenija (ELES) Mikrocop SIBO Group SKB Studio Moderna UniCredit Telekom Slovenija

25 Impressive Workflow which automates Project Management methodology in Telekom Slovenia Project Server SharePoint Workflow Document Generator Check Lists All project information Notifications

27 Define your needs (1) UNIFIED PROJECT AND PORTFOLIO MANAGEMENT Are there tools available for more easily managing multiple sub projects? Can users tap information about resource allocation and determine if the right people are assigned to the right projects? Can financial control be improved? Can users manage all aspects of a project over the entire project lifecycle? Is there a method for tracking successful projects? Would being able to analyze what-if scenarios prior to approval aid users in making better project choices? ENHANCED COLLABORATION AND REPORTING Are unrealistic expectations set because project progress and issues are not communicated or tracked effectively by the team? Does it take too long to get accurate reports on business initiatives? Is it difficult to get information from team members? Do project managers have trouble conveying changes to their team? Is there a way to share project knowledge and best practices across the enterprise? Will users benefit from knowing what resources are available and which are booked? Could team members use desktop applications to share report progress with each other and receive updates from their project manager? What if teams could centrally manage and track project documents? Could project managers, team members and executives interact with role-specific project data just by using their browsers?

28 Define your needs (2) SIMPLE AND INTUITIVE USER EXPERIENCE Are users able to manage work from simple projects to large programs? Can users effectively manage multiple sub-projects? Is it difficult to forecast upcoming work in order to schedule resources in advance? Can users analyze and report on financial information in an effective manner? Can you report on all types of work? Are there tools available for more easily managing multiple sub-projects? Can users manage all aspects of a project over the entire project lifecycle? Is there a method for tracking potential projects? Would being able to analyze what-if scenarios prior to approval aid users in making better project choices? SCALABLE AND CONNECTED PLATFORM Can a management solution continue to meet the needs of an organization as it evolves? Can a solution platform be configured to meet an organization s specific needs? Can developers easily extend the platform s functionality? Is there a difficult learning curve for Solution Administrators? Can it be reduced by consolidating settings? Is there a more efficient way to transfer data from client to server?

29 How to implement? Project Management Methodology Project Management Implementation regarding customer s specifics Project Management IT Support Project Server Project Office SharePoint

30 Project Lifecycle

31 Important Dimensions resources expenses/cost/price quality time scope

32 Process Groups & Knowledge Areas Communications Management Human Resource Management Time Management Scope Management Project Management Integration Management Cost Management Quality Management Risk Management Procurement Management Source: PMI (Project Management Institute) Methodology

33 Q x A = R quality acceptance result

34 Responsibility in the Matrix Organization Project Manager Project Team Member Functional Manager

35 Responsibility in the Matrix Organization on the project Project Manager Functional Manager what to do? how good must it be? who will do it? how to do it? how much time do we need? when to do it?

36 How to do it (1-6) 1. Find sponsor and management support! 2. Find right experts/consultants from Project Management domain with real practical expertise from Project Management Methodology domain Project Management Information System implementation 3. Set business goals (metrics and measurements) 4. Select Project Management Information System 5. Assure that the outcome are: realistic Methodology & Technology with appropriate, clear Processes applied to your own industry, business, goals, priorities, vision 6. Select a project team, consisted of: Project Sponsor, member of Management Board Project Manager (of this project) Project Office representatives Project Managers representatives

37 How to do it (7-12) 7. Select 3 5 real project from your own real project list and use them as test scenarios. 8. With few workshops improve processes, documents adjust Project management Methodology adjust Project Management Information System adjust your culture and mindset (don t ask if you can not manage!) 9. During the workshops, Project Managers are required to mange their project as required! 10. Spread positive results and awareness (Internal Marketing). 11. Expand the culture to all project managers, all managers, top management and to all other stakeholders across the company and apply it to all projects in the company! 12. Keep on! Don t stop. Improve all the time. Listen what people say and want.

38 Thank You! More Information