Cradle to Grave Project Management using the Enterprise Project Management (EPM) Solution from Microsoft Portfolio Management + Selection & Prioritisation + Project Portfolio Web Access 2007 Project Portfolio Server 2007 Presented by Chris Pond Project Management + Planning & Delivery + Project Professional 2007 Project Web Access 2007 Project Server 2007
Corporate Project Solutions
Project Office Services
Creation, Support & Delivery
EPM Administration for the PMO
Permanent and interim positions
Process Review & Creation
Project Management Consulting
Microsoft EPM Solution
Project Portfolio Server
Microsoft SharePoint Server
CPS - supporting delivery and management of innovation and change within organisations for over 12 years.
Points to consider
This presentation is based on configuration of the software out-of-the-box (not development)
It’s not only about Microsoft Project
Implementation is hand-in-hand with your PPM methodology & processes
The toolset can be deployed in many ways – you do not have to deploy everything at once
Come and talk to CPS about your requirements today on Stand 101 / 103
The EPM Evolution 1998 - 2007 Experience the evolution with EPM 2007 Individuals Scheduling & Reporting Up to Project 98 Team participation Email integration Project website Project 2000 Project Portfolio Management Resource utilisation & tracking Collaboration - risk & issues etc. Microsoft EPM 2002 & 2003
Why introduce EPM?
Some typical issues
Projects are not effectively prioritised
Projects happen without authorisation
No definitive list of projects
Project benefits are not managed or realised
No visibility of progress
Limited understanding of resource capacity
Lack of control of project budgets
Project risks are not captured and mitigated
Minimal control of project documentation
Solution Definition Methodology Process Roles Governance Maturity|Capability
What is the EPM Solution? Deployment is based on your requirements & desired benefits Executives Portfolio Analysts Project Managers Application Managers Executives Resource Managers Team Members Project Managers / Planners Project Server Gateway Line of Business Systems
Project Portfolio Server
Capture strategic objectives
expand in to new markets
Improve customer satisfaction scores
Capture all investment information
Workflow / stage gate approvals
Benefits – financial and non-financial
Risks / Issues / Documents
Align investments to strategic objectives
Selection & Prioritisation
Varying priorities (Risk, NPV etc.)
Varying constraints (Cost, resource etc.)
Full security model
Portfolio Optimisation Methodology
Business Driver Definition Processes, Roles and Governance Business Driver Prioritisation
Optimize Project Portfolio
Select Project Portfolio Analyse Portfolio Maximised Portfolio Value Delivery New Project Requests Approved Project Requests
Objectively prioritise Business Drivers / Objectives through performing one-to-one comparisons.
Individual and Group workshops to obtain results
Business Driver Pairwise Comparison
Business Driver Prioritisation
Project Portfolio Server 2007 Builder – Build your business case Optimizer – Analyse & Select
Microsoft Project Professional 2007
Controlled access to project schedules
Cross project views of resource availability
Access to the central resource repository
Resource based costing inc. fixed and material type costs
Risk, Issue & Deliverables Management +
Document & Content Control
Web views across Project Portfolios
Individual task lists
View summarised and rolled up project information
Drilldown to view schedule detail
Drilldown to view resource assignments / utilisation
Drilldown to detail
Project Professional Project Web Access Project Server
Come and Talk to CPS
Stand 101 / 103
01628 895 600
Project Support Office
New in EPM 2007
Project Professional 2007
Comprehensive What-If? capabilities through multi-level undo
Cost and budget resource types
Task drivers help you understand what is driving a task (predecessors, successors, calendars, resources & constraints)
Integrated visual reporting with Excel and Visio
Separate Save and Publish / Working & Published plans
New in EPM 2007
Project Web Access
Fully integrated with Windows SharePoint Services to improve collaboration to all team members
Activity & Proposals provides the ability to create simple plans via Internet Explorer
Resource & Project Centre provides visibility across your project portfolio
Project Dashboard Project Center provides a comprehensive list of all projects stored within the Microsoft EPM Solution. Rollup timelines, costs, RAG indicators and progress to understand the current status of your projects. Drilldown functionality allows you to view project detail without the requirement to learn or use Microsoft Project.
Discovery and Envisioning Aspiration Capture User participation Brainstorm Issues Aspirations Scope Priority NO ‘solutioneering’ Outputs Agreed statement of requirement Initial Discovery Capability Maturity Full time Project Manager PMO Process Owner Part time Accountable Executive IT Outputs Develop the Agreed Statement of Requirement into the Solution Overview Issue List Envisioning Process Feasibility Full time Project Manager PMO, Process Owner Part time Accountable Executive IT Outputs Develop the Solution Overview into the Solution Definition High Level Process (Architecture Design) Prototype Strategy Issue update Requirement Confirmation and Planning Scope Prototype Full time Project Manager Part time Accountable Executive IT, PMO Process Owner User participation Outputs Develop the Solution Overview into the Agreed Solution Definition Product Definitions Plan Risk Log Issue update
Detailed Discovery, Design and Delivery GO Design Delivery Detailed Discovery
"When we met CPS we were struck that they were a company that could really help us organise to deliver."
Gaynor Coley, Development Director, Eden Project Limited
"I am impressed by the professionalism of the CPS staff in helping us to move from a general vision and aspiration to a workable system."
Malcolm Lee, Head of Development Programme, The Met Office
"CPS was instrumental in guiding the Project Support Office to configure the system to suit BAE Plymouth's organisational, project management, planning and timekeeping requirements."
Paul Barlow, Project Office Manager, BAE Systems
“ As valuable leaders in the EPM space, CPS has been appointed to the Microsoft Project Advisory Council in Seattle. Through this ‘think tank’ Microsoft is provided with high level, direct customer insights into the development of future versions of the EPM solution.”
Mike Angiulo, General Manager Microsoft Project Business Unit
Project Center provides multiple summarised and aggregated views across your project portfolio including graphical indicators and timelines
Resource Center by Resource
Resource Center provides total resource availability views across your project. The red line represents total capacity for selected resources. This information can also be viewed by project.
Level 1 – Crisis Management
No formal project plans or procedures exist. Project management tools are not in use.
Level 2 – Reactive Management
Formal requirements exist to produce schedules and cost reports at project initiation but reporting after project initiation is left to the discretion of the project manager. Informal project management tools such as Microsoft Excel are in use.
Level 3 – Project Management
Proactive project management at the individual project level is in place. Desktop project management tools such as Microsoft Project Standard or Professional Edition are in use.
Level 4 – Program Management
Project management processes are formal and include methods and practices for planning and managing multiple projects and resources across them. Collaborative project management tools such as Microsoft Project Server are in use.
Level 5 – Managing Excellence
The focus is on continuous improvement and identifying and addressing project management problems that cross organizational boundaries and require management action. Tools such as Microsoft Portfolio Server are in use.