Benefits of EPM


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Benefits of Microsoft Enterprise Project Managment Server (EPM) in Organation

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Benefits of EPM

  1. 1. Microsoft Enterprise Project Server (EPM) Benefits
  2. 2. Where do you find the answers of … • How many projects are running in the organization? • What is total fund budgeted for project for this year/ quarter? • How much has been consumed till now and how much value has been realized till now? • Are we selecting right project or selecting based on impulse? • What are the key business drivers for selecting any project? • Is my organizational strategy matching to the project I doing? • I want to see the up to date status of projects department wise, region wise, objective wise, project manager wise. From where I will get the information? • Which are the project where I need to pay special attention? Reputation? Financial Risk? New critical initiative? Brand Initiatives? • Which are the bleeding projects should be shut off? • Where putting more funds will bring the results faster?
  3. 3. Microsofts EPM Solution Team Collaboration Resource Management Enterprise ReportingPortfolio Optimization Project and Alignment Management Task and Timesheet Management
  4. 4. Microsoft’s EPM Suite A Solution for the Complete Investment Lifecycle • Portfolio Management Governance Process DefinitionBusiness & Technology Stakeholders – Have I selected the right project Request Management Portfolio & Program Management investments? Business Case Development – Do the project investments align Portfolio Prioritization / Valuation with our strategic objectives? Portfolio Optimization / Selection – Do I have sufficient funds and Project Management Project Planning resources to deliver the selected Cost Management project investments? Resource Management – Are my project investments Time Reporting delivering the forecasted benefits? Change Management • Project Management Issue Management Risk Management – Who’s available to staff our new projects? Status Reporting Earned Value Analysis – When will the project really finish and what will it cost? Program & Portfolio Reporting – What am I supposed to be delivering Benefits Realization this week?
  5. 5. EPM 2010 FeaturesPortfolio, Program and Project Life Cycle Management• Demand Management• Portfolio Selection: Business Strategy Prioritization• Capacity Planning• Schedule Management• Resource Management• Time and Task Management• Financial Management• Team Collaboration• Reporting and Business Intelligence• Program Management• Administration, Deployment and Extensibility• Document management• Risks and Issue management
  6. 6. Feature: Demand Management – Governance Workflow – Establish Accountability and Project Lifecycle Approvals – Capture Project Requests – Capture Non-project Work – Configurable Business Case Template – Business Unit-specific Templates – Initiate Work from Other Systems – Best Practice Templates
  7. 7. Feature: Portfolio Selection: Business Strategy Prioritization – Define and Communicate Organization’s Strategy – Business Unit Specific Business Drivers – Objectively Prioritize Business Strategy – Manually Prioritize Strategy – Prioritize Projects from Varying Dimensions – Identify Business Dependencies – Identify Optimal Portfolio within the Constraints – Include Mandatory Projects and Understand Trade Offs – Easily Compare Scenarios – Advanced Portfolio Analytics – Support Portfolio Analysis throughout Project Lifecycle – Configurable Views to Support Decision Making
  8. 8. Feature: Capacity Planning– Understand Resource Capacity– Reschedule Projects to Maximize Resource Utilization– Model Headcount Decisions– Easily Compare Capacity Planning Scenarios– Automate Portfolio Selection
  9. 9. Feature: Schedule Management – Best Practice Project Templates – Flexible Scheduling Methods – Top Down and Bottom Up Planning Support – Web-based Scheduling – Advanced Web-based Scheduling – Effectively Communicate Project Schedules – Generate Timeline View – Easily Move Schedule Data between Applications – Initiate Projects from Other Applications – Excel-Like Ease of Use – Perform What-if Analysis and Undo Actions – Model Scheduling Scenarios – View Impact of Changes – Schedule Warnings – Multiple Baseline Support – Reschedule Uncompleted Work – Set Project and Task Dependencies – Specify Project Deliverables – Versatile Views to Review the Schedule – Critical Path Identification – Project and Task Calendars – Enterprise-wide Resource Pool
  10. 10. Feature: Resource Management – Filter Resources by Business Units – Automate Resource Pool Creation – Define Material Resources – Resource Calendars – Multiple-skill Resources – Match Resources Based on Multiple Dimensions – Capture Resource Demand – Proposed vs. Committed Bookings – Support Team Assignments – Effectively Manage Resources – Easily Substitute Resources – Communicate and Delegate Tasks – Balance Resource Workloads
  11. 11. Feature: Time and Task Management – Web-based Timesheet System – Consolidated Progress and Time Tracking – Integrate Time Reporting with Financial Systems – Create New Tasks for Time Reporting – Use Outlook to View and Update Tasks – Communicate on Task Assignments – Timesheet Approvals – Multi-Level Timesheet Routing – Approval Preview – Control Timesheet Entry – Submit and Approve Time on Behalf of Others – Extensible Timesheets
  12. 12. Feature: Financial Management – Project Cost Estimates – Define Project Benefits – Define Financial Metrics – Define High Level Project/Program Budget – Budget Year Planning Support – Earned Value Management – Financial Systems Integration – Microsoft Platform Applications Integration
  13. 13. Feature: Team Collaboration – Effective Project Team Collaboration – Customize Project Workspaces for Each Project Type – Track Project Issues and Risks – Enterprise Content Management – Support Common Types of File Formats – Establish Document Templates – Document Review and Approval – Web 2.0 Capabilities – Intelligent Enterprise Search – Knowledge Management – Expanded Knowledge Management and Collaboration
  14. 14. Feature: Reporting and Business Intelligence – Powerful Business Intelligence Center – Quickly Build and Share Reports – Surface Information and Deliver Reports through SharePoint – Multi-Dimensional Decision and Analysis Services – Departmental Cubes – Portfolio Views across Entire PPM Lifecycle – Project Performance Tracking – Central and Extensible Data Store for All Portfolio Data – Easily Configurable Dashboards and Views – Role-based Dashboards – BI Tools Integration
  15. 15. Feature: Program Management – Program Business Case Definition – Track Programs throughout PPM Lifecycle – Associate Projects with Programs
  16. 16. Feature: Administration, Deployment and Extensibility– Built on SharePoint Server 2010– Consistent, Easy to Use Interface– Simplified Central Administration– Flexible and Comprehensive Security– Delegate Permissions to Other Users– Centralized Cube Management– Enterprise Standards with Business Unit Customization– Zero Desktop Footprint– Server and Desktop Scalability– Wide Area Network Deployments Support– Quick Response Time and Efficient Processing– Exchange Server Integration– Extensible and Scalable Interface– Backward Compatibility for Custom Applications– Localized Project and Portfolio Capabilities– Line of Business Integration– Visual Studio Team System Integration
  17. 17. Solution Overview:Project Management
  18. 18. Project Professional
  19. 19. Portfolio Dashboards Enables views that range from a top- level program to the detail tasks in a subproject Manage all work, from simple proposals to complex program Gain transparency and control across existing application portfolios
  20. 20. Solution Overview:Resource Management
  21. 21. Enterprise Resource Pool Enables resource demand to be specified independent of assignments in a project plan
  22. 22. Resource Capacity and Work Evaluate resource utilization trends to determine staffing strategy
  23. 23. Capacity and Workload Planning Resource-leveling and resource replacements
  24. 24. Solution Overview:Team Collaboration
  25. 25. Integrate Issues, Risks, Documents
  26. 26. Manage Issues and Risks Access and analyze risks across all projects from one location
  27. 27. Manage Risks
  28. 28. Solution Overview:Task and Timesheet Management
  29. 29. Manage Tasks and Work Commitments can be created before any tasks exist in the project
  30. 30. Enhanced Timesheet Capabilities Analyze and approve time independently of a project
  31. 31. Outlook Integration With outlook integration, team members can view project assignments
  32. 32. Solution Overview:Data Analysis- Report/ Pivot/ Cube
  33. 33. Integration with Excel and Visio View reports with the Microsoft Office programs
  34. 34. Integration with Excel and Visio
  35. 35. Advanced Data Analysis (OLAP) Enable custom views and reports
  36. 36. High Performance Reports (SSRS) Enterprise reporting with SQL Server
  37. 37. Solution Overview:Portfolio Management
  38. 38. Automate Governance Workflow Manage the projects throughout their entire life cycle, while enforcing the portfolio governance framework
  39. 39. Portfolio Builder: Capture Business Cases Use templates to streamline the collection of data and metrics
  40. 40. Portfolio Optimizer: Analyze Portfolio Investments Create charts and investment maps to visually evaluate competing investments in multiple dimensions
  41. 41. Portfolio Dashboard: Track Portfolio Performance Help ensure that your portfolios deliver maximum business value
  42. 42. Cost of Implementation & Maintenance
  43. 43. Components of Cost of Implementation • Software License Cost • Hardware / Network/Security Cost • Implementation Cost • Maintenance Cost
  44. 44. Final CostDepends upon …• The number of projects will be managed at any point of time• The number of users accessing the system• The number of project managers• Uptime, security required• Volume of data like project documents, images, video, audio etc• Degree of customization required• Number and type of dashboards required
  45. 45. Some Final Thoughts on starting a PMO… In todays economy, more value is needed now. Establishing a PMO that brings recognized value in the first six months of its existence is critical. As plan the PMO implementation, seriously consider establishing visible value to senior management from the get-go. Go after the low-hanging fruit that helps everyone win and the PMO will be on its way. Avoid being perceived as sitting in the "Ivory Tower of Project Management Excellence". Build a PMO that will "Deliver Value Now."
  46. 46. Answer to All Questions• How many projects are running in the organization?• What is total fund budgeted for project for this year?• How much has been consumed till now and how much value has been realized till now?• Are we selecting right project?• What are the key business drivers for selecting any project?• I want to see the up to date status of projects department wise, region wise, objective wise, project manager wise. From where I will get the information?• Which are the project where I need to pay special attention? Reputation? Financial Risk? New critical initiative? Brand Initiatives?• Which are the bleeding projects should be shut off?• Where putting more funds will bring the results faster?
  47. 47. Answer to All Questions You get information based on factual data andthis helps you in making right decisions quickly.Remember, no decision is not No-Decision but deferred decision.
  48. 48. Last words• You have many competitors in market place• It does not matter what is your size, how much money you have, or how much power you have• But how effectively you respond to changes• Project Management is about managing change• Only those who – makes Quicker and intelligent decision – Corrects the mistakes faster – Respond to market need faster – Understand the customer’s emotion on numeric index as well and design their product, service or results accordingly – Will remain in competition for longer.
  49. 49. PM-Learn Services• Trainings & Workshops – Project Management Capsule Trainings – PMP Trainings – CAPM Training – MSP 2007/ 2010 Trainings – Earn Value Management Training – Function Point Estimation – Project Risk Management – Project Schedule Management – MS Office Productivity Tools• Assessment – Project Management Maturity Assessment of Project Managers• Consulting – PMO Consulting – EPM 2007/2010 Implementation – CMMI Consulting & Assessment
  50. 50. Management Maturity Assessment PortalHari P Thapliyal,PMP, MCITP, MBA, MCA, PGDFMPMO Architect & Project Management TrainerReach Me:, Skype: hari.thapliyal, YM: hari_thapliyal, Twitter: harithapliyalProfile:,