Live demo of Project Services Automation.

1. Live Demo:
Microsoft PSA:
Service Automation in Action
Darrin Lange,
Director of Operations, Advaiya Inc.
September 07, 2016
Scott Daley,
Director, EPM Microsoft

2. About the Speaker
 Darrin Lange, PMP
 Director of Operations at Advaiya Solutions, Inc.
 Two decades of diverse project management experience in the
Information Technology industry
 Scott Daley
 Director - EPM, Microsoft
 Leads the Microsoft Project Service Automation sales effort in the
Western US and Latin America

3. Agenda
• Intro to Project Service Automation (PSA)
• How it benefits you
• Demo

4. Transformative service with Project Service
Project Service is an end-to-end solution that extends Microsoft
Dynamics CRM to provide a single system of customer engagement for
project sales, resourcing, delivery and billing.
Project
planning
Resource
management
Team
collaboration
Customer
billing
Analytics and
integration
Opportunity
management
Time and
expenses

5. What’s top of mind for project service leaders
Deepen engagement
Empower professionals
Optimize growth

6. Value along the entire customer journey
Engage Deliver
Manage
Customer
Journey
Customer
Employees
Organization

7. A core part of our Microsoft service experience
COO /
Practice Director
Account
Manager
Resource
Manager
Project
Manager
Team
Member
End
Customers
Project
planning
Resource
management
Team
collaboration
Customer
billing
Analytics and
integration
Opportunity
management
Time and
expenses
Mobile Cloud Global
...

8. About Advaiya

9. EPM services and activities
Portfolio, Program, and Project Governance and Management
EPM Lifecycle
 Workshop for gathering and analyzing
business requirements for EPM Solution
 Business Strategy Workshops
 Project Management Maturity
Assessment
 EPM Feasibility Study
 ROI and TCO Study
 Create EPM Environment
 Integrate, automate and connect EPM
solution with other LOB
(line of business) applications
 Archive, Backup and Restore Solution
Implementation
 Custom Enhancements, reporting
and dashboards
 Custom SharePoint and Project
Server Development
 UAT, Testing and Piloting with real
customer scenario
 Training for executives, project managers,
users and administrators
 Support Services
 EPM Architecture Design
 Capacity management
 Workload identification
 EPM Usage Scenario
 User Profiles and Security Model
 Application Security
 Project Management Best Practices
Development & Deployment
Solution Discovery Projectize Deploy Train and Support
ServicesActivities
 Project Process and Workflow study
 Business Drivers
 3P Analysis
 Map technology capabilities
 Identify component POCs needed
 Conduct PoCs
 Solution Charter
 Earned Value Management
and Reporting
 Global resource pool
 Enterprise custom fields for projects,
resources and tasks
 Project Workspace configuration
and customization
 Custom project center views
 Enterprise Application Integration
 Custom Components
 Enterprise Project Dashboards
 Departmental Dashboards
 On-site support
 Training
 Webcasts/online training
 Content development
 Online support

10. Implementation
 Implementation of integrated
Microsoft EPM 2010 and ALM (TFS)
solution at leading IT/ITES organization
 Microsoft Project Server 2013 and SharePoint
Server 2013 deployments
 Project Portfolio Management deployment for Chief Executive Office
Adoption, Training and support
 Developed and delivered 400 level technical
and architectural training to a telco
 Conducted a partner training on architecture, deployment, integration and
customization of EPM Solution
 Enterprise Project Management (EPM) Demo for technical decision makers.
Integration and Customization
 Innovation Process Management Solution
 Geographic Information System (GIS)
Integration into Project Professional
 Custom reports and dashboards at multiple governance levels
 Integrated solution for data synchronization with LOB applications such as
PeopleSoft and SalesForce at an ITES company
Strategy and Consulting
 Industry specific PPM approach
development for Microsoft Corp.
 Executive business priority identification sessions
 EPM assessment done for a large bank to
evaluate the current maturity and presented
the EPM solution roadmap
Relevant Advaiya Experience

11. Our agile approach in six weeks
Prep Next Jumpstart Offering
Develop
Week 1
Week 4
• Determine project scope
• Facilitate Kick-off Workshop
• Walk through Out-of-the-box solution
• Explore key pain points
goals
• Analyze up to four (4)
project service workloads
• Conduct fit-gap analysis
• Create functional
requirements document
(FRD)
• Provision trial Project Service
Automation environment
• Prioritize requirements and use
cases
• Prepare Solution Design
Document (SDD)
• Configure core entities
• Provide data map templates
• Configure workflows
• Configure user security roles
• Configure standard features –
Dashboards, Project Templates, etc.
• Test solution
• Prepare deployment plan
• Demo live solution to BDM
• Provide overview of solution via “train-
the-trainer” session
Planning

12. Select clientele

13. Demo

14. Questions ?

15. Follow Us, Today!
For more details, please e-mail to:
Darrin Lange: Darrin.Lange@advaiya.com
Scott Daley: sdaley@microsoft.com

16. Thank you!