1. PPM Challenge #2
Project Communications and
Reporting
2012 PPM Challenge and Opportunity
Webcast Series

2. PPM Challenge & Opportunity Series
Challenge #1
– Prioritizing Demand
Challenge #2
– Project Communications and Reporting
Challenge #3
– Providing Value to All Levels
Challenge #4
– Improving PPM Maturity

3. Recap – Prioritizing Demand
Demand Management
– Centralized demand capture
– Demand visibility
– Standardized templates and forms
– Workflow and stage gating
– Project scoring, alignment and prioritization
Portfolio Management
– Portfolio evaluation and selection
– Metrics to consider
– Portfolio analysis tools

4. Recap – Prioritizing Demand
Resource Management
– Capacity planning
– Capacity vs. demand
– Roles vs. named resources
Financial Management
– Detailed budgets
– Financial visibility
– Portfolio costs
What-if Modeling
– Cost and resource constraints
– Project sequencing
– Optimizing and selecting the right work

5. PPM Challenges
Challenges:
– Meeting stakeholder expectations
• A challenge for most organizations
– Providing current status of work
– Prevent team members from making
assumptions
• Rework due to lack of project awareness
– Keeping teams informed
• Provide a healthy project environment
• Reduce risk
• Project planning and scheduling tool limitations

6. PPM Opportunities
Opportunities:
– Improve and automate project communication
– Streamline and automate reporting
– Build collective project intelligence
– Promote and enable collaboration
– Increase project productivity
– Ability to react to changes, issues and
problems

7. The PPM/EPM Capabilities
PPM
Strategic Project
Management
EPM
Tactical Project
Management

8. Project Communication Tools
Keeping Teams Informed
Share knowledge and better collaborate with your
work teams to increase productivity and efficiency
through various modes of communication. Connect to
other business productivity applications to streamline
conversations and drive efficiencies.

9. Alerts and Notifications
 Set up individual or
team alerts and
notifications
 Keep everyone
automatically
informed of project
updates and changes
 Reminders when
actions are due
Active and Passive Alerts

10. Email Notification – Tasks Assigned

11. Email Notification – Tasks Overdue

12. Email Notification – Workflow Approval

13. Email Notification – Issues

14. Email Notification – Project Updates

15. Email Notification – Changes

16. Email Notification – Stage Gating

17. Email Notification – Reassignments

18. Email Notification – Daily Recap

19. Powerful and Flexible Notifications

20. Post Announcements
 Create
announcements to
share information
with your team
 Keep them informed
on the latest news,
project updates and
important changes
Keep Teams Informed

21. Announcements

22. Discussion Boards
 Project Discussion
boards are included in
project workspaces
 Share information
and discuss project
topics with your team
for real-time project
collaboration
Create Project Discussion
Boards

23. Publish Plans and Schedules
 Via EPM Live’s web-
based Project Planner
 Bi-directional
integration with MS-
Project via our Project
Publisher
 Project workspace
templates designed to
support waterfall
process and
methodology.
Web-based visibility of plans
and schedules

24. Online Schedules

25. Comments
 Post a comment on
any item in the
system to centralize
discussions and
communicate
effectively
Share Comments on Any Item

26. Comments
Comment
Indicator

27. Reminders
 Reminders work
items, process
steps, and other
actionable elements
Passive Alerts and Reminders

28. Project Wikis
 Create project wikis
as a convenient way
to collaborate on
project information
 Wiki pages can be
created and
structured to
collaborate on project
items such as
artifacts, updated
status, meeting notes
and discussions
 Wikis are easy to use
and can be edited
directly via your web
browser Create Project Wikis

29. RSS Feeds
 Get critical project
information
automatically through
RSS feeds to keep
track of the latest
news and blogs
Subscribe to RSS Feeds

30. Performance Reporting
Keeping Management Informed
Leverage pre-configured reports and dashboards to gain insight
into real-time project status. View project charts and graphs for
visual presentation of project performance. Use familiar tools like
Excel and Access to export data to create simple customized
project reports.

31. Project Workspace Metrics
 Project health metrics
 Formula-driven
graphical indicators
 What is overdue
 Latest activity in the
project
Visible, Graphical Status and
Health

32. Portfolio Visibility of Health/Status
 Flexible portfolio-
level view
 KPIs that look at
multiple dimensions
 Drilldown into
problem areas
Current Health of Entire
Portfolio

33. Automated Status Reports
 On-demand status
reports
 View online or export
to common formats
 Eliminate manual
report production
 SSRS or other
reporting tools of
your choice
 Rich reporting
database
Push-button Reports

34. Narrative/Subjective Status Reports
 Online status reports
 Content in a database
instead of documents
and emails
 Leverage content in
automated reports
and dashboards
Online Status Reporting

35. Dashboards
 Charts and Graphs
 Flexible page layouts
 Combine with
objective data to
support charts
 Drilldown into detail
as needed
Charts Combined with
Objective Data

36. Common Tools Like Excel and Access
 Surface project
management details
and deliver rich
pivoting and charting
in Microsoft Excel
 Connect to Microsoft
Access to create your
own reporting
database and enable
powerful reporting
options
Custom Reporting with
Familiar Tools

37. Issue and Risk Reporting
Awareness of Obstacles

38. Issues
 Issues maintained for
each project
 Easily view rollups of
all issues centrally
Easily View Issues Across All

39. Risks
 Risks maintained for
each project
 Easily view rollups of
all risks centrally
Easily View Risks Across All

40. Reporting on All Items
 Standard reports for
all elements in the
system
 View on demand
Library of Standard Reports

41. Graphical Issue and Risk Status
 Visually display issue
and risk information
across all projects
with built-in
dashboards and
charts
 Tailor and customize
your own reports for
metrics vital to your
business
Dashboards

42. Change Management
Provide visibility and control

43. Change Requests
 Capture all change
requests
 Change approval
 Status of change
items
Change Logs

44. Workflow and Approval
 Streamline project
and change requests
by leveraging
workflow for review
and automated
approvals
Request Review Approved Active
Automated Approval

45. Resource Reporting

46. Resource Allocation
 Create resource views
for allocation
 Interactive what-if
views available
Availability vs. Allocation

48. Try us out
www.epmlive.com