Project and Portfolio Reporting
Managing Projects & Portfolios using SharePoint
Drivers for simplified EPM
Our experience has shown that for most organisations the
need is for a simplified form of enterprise project management
and is driven by a key number of common issues, namely:
 Portfolio managers require visibility across all projects in a
portfolio
 Multiple projects run by project managers with varying
reporting styles
 Governance applied in an ad-hoc manner
 Documents stored in multiple locations or in a simple file
Transforming SharePoint into a useful share (including ‘vanilla’ SharePoint)
 Issues, risks, tasks and other important project artefacts are
Project Management (PMO) solution usually buried in reports
 Learning experiences are either lost or not identified for
Microsoft provides a number of technology future use
solutions to specifically help manage projects  Business users need to apply consistent project management
from small departmental teams right through to methods easily and quickly
portfolios with global coverage.  SharePoint out-of-the-box is too simplistic
 Enterprise Project Management (EPM) solution is considered
The technology stack consists of SharePoint, too involved but we need more from PMO
Project, Project Server and Project Portfolio
Server. Each fulfils specific functions, can often be What really matters?
used standalone but together form the Enterprise
Rule Financial has established an approach to identifying the
Project Management (EPM) solution.
real EPM issues using a manageable format based around
essential user needs and motivating factors. This ‘needs
The majority of organisations manage projects
theory’ is based on satisfying both business and personal goals
with Excel, Project and other third party tools.
by answering the ‘what do I want to achieve?’ and ‘whats in it
The prospect of implementing EPM is a journey
for me?’ questions at all levels in the stakeholder and project
most do not wish to undertake. Improved
team environment.
functionality and the stellar growth in the number
of MOSS 2007 installations has made SharePoint a
highly attractive (and often low cost) alternative Our user centric approach
for delivering project reporting, collaborative
working and communications in a unified manner.
Despite the improvements, SharePoint 2007 still
needs significant customisation in order to deliver
a truly compelling project management
experience. Our PMO accelerator provides the
necessary customisation in an easily deployed yet
flexible template. It may be used standalone to
promote consistency in governance and reporting
or as the basis for use in a Project Server and
Portfolio Server environment thus ensuring
future-proofing of your initial investment.
© Rule Financial Ltd 2009

PMO Accelerator for SharePoint Benefits and Getting Started
Our solution provides the following benefits;
We extend out of the box SharePoint with our
PMO Accelerator. The accelerator uses a
 PMO Accelerator can be deployed quickly with minimal
template based on Project Server adding to its
learning curve
functionality based on our experience.
 Centralizes and provides traceability of project
documents and artefacts
 Delivers insight and in-depth reporting at the portfolio
level using just SharePoint
 Provides on-demand reporting both online and Excel
based
 Delivers a balance between flexibility and enforcing
standards across projects and portfolios
 Fits into a longer term EPM and information strategy
roadmap based on Microsoft technology
Contact us to find out more about our PMO Accelerator for
SharePoint and our extenders for EPM or to talk about our
experience with SharePoint.
Contact us
For more information on how we can help you, please email us
through marketing@rulefinancial.com or telephone us on +44
(0)20 7826 4444
 Customised template for project sites
generated through SharePoint ensures Rule Financial is a Microsoft certified partner and one of Britain’s
consistency in data definition and types fastest growing private technology companies.
 Programme management reporting level
aggregates project artefacts into dashboard
views providing timely alerts
 Status reporting delivers custom reports in
Excel with optional PowerPoint and PDF or
mobile friendly formats
 Can be used standalone or with Project Server
Extending the EPM experience
If your needs go beyond our PMO Accelerator we
also build on various elements of the EPM solution Rule Financial
For over 10 years Rule Financial’s specialists have been working alongside
with the addition of a number of extenders; their counterparts at the world’s top financial institutions, helping to lower
costs, improve productivity and extract the maximum value from existing
 Project initiation process adds project IT investments.
selection, prioritisation and justification Our expertise in the management of change, project delivery and complex
tracking technology solutions has helped us build long-term relationships on a solid
 Custom project control templates can be track record of success. Our prowess in system design, testing and rapid
application development has earned us a powerful reputation.
based on industry standards such as PRINCE II
or APM as well as bespoke amendments This means that at Rule Financial we have a thorough understanding of
what the front, middle and back offices each require from their systems
 Knowledgebase allows project artefacts to be
and processes, thanks to our practical experience and capability across the
published and searched intelligently broadest spectrum of domains.
 Business intelligence engine provides
As the UK’s leading independent specialist consultancy to the financial
additional custom analysis and reporting services sector we’ve attracted some of the best in the City to our doors.
© Rule Financial Ltd 2009