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EPM: Who, What, Why and How?

February 2014
Quick Facts

About Us

Approach

Partnerships

• 24th Year

• Vendor
Independent

• Microsoft Gold

• Grand Rapids &
Detro...
Microsoft Gold Partner
Competencie
s

Successes

Pinpoint
Expertise

Infrastructure

Collaboration

Project
Management

• Microsoft System
Center

• Microsoft
SharePoint

• Project...
Collaboration and Feedback
We love questions and we love
seeing you! If you have a camera,
turn it on.
Collaboration and F...
Get Social with C/D/H

cdhtalkstech.co
m
@cdhtweetstech

/company/cdh

/cdhtech
Your Presenter

Doug MacNEIL
Consultant
PhDc | PMP | MCITP:EPM
MCT | MCTS | MOS | CNE

DougM@cdh.com
Agenda
• Enterprise Project Management (EPM)
– Background
– Breakdown

• Considering EPM tools
• Selection process of EPM
...
C/D/H Project Management Expertise

C/D/H Project Management Group
–
–
–
–

Three active members
PMI certified
Microsoft c...
What is a project?
―A project is a temporary endeavor undertaken to
create a unique product service or result.‖

Source: (...
Why Project Management
Project and portfolio management helps
organizations gain visibility and control
across all work. T...
You Might be a Project Manager If…

If you're 6 months late on a milestone due
next week, but really believe you can make
...
EPM vs. PM

• What is the difference between Enterprise
Project Management and Project
Management?
What is Project Management?
• Project management is the process and
activity of planning, organizing, motivating,
and cont...
What is Project Management?
The application of knowledge, skills and
techniques to execute projects effectively and
effici...
What is Enterprise Project
Management?
Enterprise Project Management is a way of thinking,
communicating and working, supp...
What is Enterprise Project
Management?
Enterprise Project Management

Demand
Management

Portfolio
Selection

Work
Plannin...
Enterprise Project Management

• What is the difference between EPM and
PM?
– EPM provides a more complete view of the
org...
Enterprise Project Management
Enterprise Project Management
Enterprise Project Management
Enterprise Project Management
One belief is that EPM is a software tool that
helps plan and implement all projects within
...
Enterprise Project Management

Enterprise project management seeks to
adopt a common, systematic, organizationwide approac...
Today
What do YOU use for Enterprise Project
Management now?
Project Management ???
EPM Software

Enterprise Project Management software is
designed to track the development of
projects, providing project m...
EPM Software

• Approximately 500 different EPM
software packages are available today
• These range from free shareware to...
EPM Software
EPM Software
EPM Software
Selection Considerations

•
•
•
•
•
•

General
Projects
Features
Methodology
Reporting
Care and Feeding (Support and
Maint...
Selection Considerations - General
• Cost
– Structure
– Amount

• Integration
– E-mail
– LOB software
– Other applications...
Selection Considerations – General cont’d

• Ease of use
• PMO vs. end user
• Volume
– Number of users
– Number of project...
Selection Considerations - Projects

• Nature of Projects
• Emphasis
– Project
– Portfolio
Selection Considerations - Features

• Time reporting and management
• Resource management and planning
• Automation
– Wor...
Selection Considerations - Methodology

• What is your methodology?
– Agile
– Structured analysis
– Hybrid

– We have none
Selection Considerations - Reporting

• Report development
– Internal tools
– External tools
• SQL
• Excel
• Others

• Rep...
Selection Considerations – Support &
Maintenance
• Depends on approach
– On Premises or Cloud
Advantages of the EPM Solution

Align all work with your
strategic objectives
Scale to support distributed
organizations

...
Q & A Session
Get the Slide Deck / Recording
We upload all of our
presentations and
recordings to our
website.
We’ll send you an email
w...
Please Complete an Evaluation
We want to hear from you!
Take a few minutes to complete our
survey / evaluation to receive ...
Upcoming Events
February 26
5 Myths About Office 365 for
Credit Unions & Banks Webinar
C/D/H Grand Rapids, Southfield, Onl...
Thank You

cdh.com
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  • Give 5 minute warning
  • 2/5/14 – HJS - I’m leaving this slide in since we are offering a Lync version for the east side people
  • About meJust so you’re not thinking that some young pup (with gray hair highlights) is not pretending to be an experienced programmer…
  • Just acting like a PM, planningHere is our agenda for the sessionTalk about questions Any and often
  • When our friends and family ask us what we do what do you tell them?
  • Transcript of "Epm seminar presentation"

    1. 1. EPM: Who, What, Why and How? February 2014
    2. 2. Quick Facts About Us Approach Partnerships • 24th Year • Vendor Independent • Microsoft Gold • Grand Rapids & Detroit • Non-reseller • 30 Staff • Professional Services Only • VMware Enterprise • Citrix Silver • Cisco Premier • Novell Gold
    3. 3. Microsoft Gold Partner Competencie s Successes Pinpoint
    4. 4. Expertise Infrastructure Collaboration Project Management • Microsoft System Center • Microsoft SharePoint • Project Management • Virtualization • Development • IT and Project Planning Unified Communications • Microsoft Lync • Microsoft Exchange • Cloud Computing • User Interface & User Experience • Security • Business Intelligence • Enterprise Project Management • Project Management Office • Enterprise Voice • Communication Enabled Business Process Mobility • Policy Development Infrastructure • Mobile Device Management • Application Development
    5. 5. Collaboration and Feedback We love questions and we love seeing you! If you have a camera, turn it on. Collaboration and Feedback Collateral is uploaded to the meeting. Click Ctrl+F or the paperclip in the upper right. We’ll ask for your feedback immediately following this event.
    6. 6. Get Social with C/D/H cdhtalkstech.co m @cdhtweetstech /company/cdh /cdhtech
    7. 7. Your Presenter Doug MacNEIL Consultant PhDc | PMP | MCITP:EPM MCT | MCTS | MOS | CNE DougM@cdh.com
    8. 8. Agenda • Enterprise Project Management (EPM) – Background – Breakdown • Considering EPM tools • Selection process of EPM • Q&A – 15 minutes
    9. 9. C/D/H Project Management Expertise C/D/H Project Management Group – – – – Three active members PMI certified Microsoft certified Experienced in multiple project management tools and methodologies – Experienced in PMO development and operations
    10. 10. What is a project? ―A project is a temporary endeavor undertaken to create a unique product service or result.‖ Source: (2009) A guide to the project management body of knowledge (PMBOK guide).Newtown Square, Pa. : Project Management Institute, Inc.,
    11. 11. Why Project Management Project and portfolio management helps organizations gain visibility and control across all work. This enhances decisionmaking, improves alignment with business strategy, maximizes resource utilization, and enhances project execution
    12. 12. You Might be a Project Manager If… If you're 6 months late on a milestone due next week, but really believe you can make it…you just might be a project manager. (Apologies to Jeff Foxworthy)
    13. 13. EPM vs. PM • What is the difference between Enterprise Project Management and Project Management?
    14. 14. What is Project Management? • Project management is the process and activity of planning, organizing, motivating, and controlling resources to achieve specific goals. Source: Project management. (2014, 02 08). Retrieved from http://en.wikipedia.org/wiki/Project_management
    15. 15. What is Project Management? The application of knowledge, skills and techniques to execute projects effectively and efficiently. It’s a strategic competency for organizations, enabling them to tie project results to business goals — and thus, better compete in their markets. Source: (2009) A guide to the project management body of knowledge (PMBOK guide).Newtown Square, Pa. : Project Management Institute, Inc.,
    16. 16. What is Enterprise Project Management? Enterprise Project Management is a way of thinking, communicating and working, supported by an information system that organizes enterprise's resources in a direct relationship to the leadership's vision and the mission, strategy, goals and objectives that move the organization forward. Simply put, EPM provides a 360 degree view of the organization's collective efforts. Source: Enterprise project management. (2013, 12 21). Retrieved from http://en.wikipedia.org/wiki/Enterprise_project_management
    17. 17. What is Enterprise Project Management? Enterprise Project Management Demand Management Portfolio Selection Work Planning Collaboration & Reporting
    18. 18. Enterprise Project Management • What is the difference between EPM and PM? – EPM provides a more complete view of the organization's combined efforts. – PM gives a detailed view of a specific project – It’s all about perspective…
    19. 19. Enterprise Project Management
    20. 20. Enterprise Project Management
    21. 21. Enterprise Project Management
    22. 22. Enterprise Project Management One belief is that EPM is a software tool that helps plan and implement all projects within an organization. Enterprise project management, as implied by the name, is an enterprise view of all project management activities and how these activities contribute to the success of the organization. Source: Ireland, L. (2004). Enterprise project management: A strategic view.
    23. 23. Enterprise Project Management Enterprise project management seeks to adopt a common, systematic, organizationwide approach to project management in a multi-project context. Source: Michael Young, Jill Owen, James Connor, (2011) "Whole of enterprise portfolio management: A case study of NSW Government and Sydney Water Corporation", International Journal of Managing Projects in Business, Vol. 4 Iss: 3, pp.412 - 435
    24. 24. Today What do YOU use for Enterprise Project Management now?
    25. 25. Project Management ???
    26. 26. EPM Software Enterprise Project Management software is designed to track the development of projects, providing project managers and other team members a single access point for all the relevant information on any given project, and/or a collective view of all projects.
    27. 27. EPM Software • Approximately 500 different EPM software packages are available today • These range from free shareware to software costing thousands of dollars
    28. 28. EPM Software
    29. 29. EPM Software
    30. 30. EPM Software
    31. 31. Selection Considerations • • • • • • General Projects Features Methodology Reporting Care and Feeding (Support and Maintenance)
    32. 32. Selection Considerations - General • Cost – Structure – Amount • Integration – E-mail – LOB software – Other applications • Client – Windows – iOS – Android • Brand • Training – Availability – End user’s vs. PM’s – Vendor vs 3rd party
    33. 33. Selection Considerations – General cont’d • Ease of use • PMO vs. end user • Volume – Number of users – Number of projects • Deployment – On premises – Cloud/Hosted
    34. 34. Selection Considerations - Projects • Nature of Projects • Emphasis – Project – Portfolio
    35. 35. Selection Considerations - Features • Time reporting and management • Resource management and planning • Automation – Workflows • Strategic planning capabilities • Risk and issue management • Document management
    36. 36. Selection Considerations - Methodology • What is your methodology? – Agile – Structured analysis – Hybrid – We have none
    37. 37. Selection Considerations - Reporting • Report development – Internal tools – External tools • SQL • Excel • Others • Report presentation (how to share information)
    38. 38. Selection Considerations – Support & Maintenance • Depends on approach – On Premises or Cloud
    39. 39. Advantages of the EPM Solution Align all work with your strategic objectives Scale to support distributed organizations Enable faster and broader adoption Easily integrate and automate your processes
    40. 40. Q & A Session
    41. 41. Get the Slide Deck / Recording We upload all of our presentations and recordings to our website. We’ll send you an email within the next week containing the details on downloading the slide deck and recording.
    42. 42. Please Complete an Evaluation We want to hear from you! Take a few minutes to complete our survey / evaluation to receive a $5 Starbucks Gift Card Click the link in the Chat Window for the Online Survey
    43. 43. Upcoming Events February 26 5 Myths About Office 365 for Credit Unions & Banks Webinar C/D/H Grand Rapids, Southfield, Online March 19/20 Lync vs. Lync Online seminar C/D/H Grand Rapids, Southfield April 23/24 It’s 2014: Does it make sense to host email anymore C/D/H Grand Rapids and C/D/H Detroit visit www.cdh.com/events for more information
    44. 44. Thank You cdh.com
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