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Enterprise Program and Portfolio Management in Project Online


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Today’s organizations are constantly trying to determine the right mix of projects to do to get the most strategic value. With limited resources and budgets, making sure that the “right” projects are in their Portfolio can help an organization maximize their investments while staying focused on their overall strategies. OnePortfolio is a great addition to Project Online. It extends the out of the box capabilities by providing you and your organization with discrete portfolio and program capabilities include portfolio dashboards.

Published in: Technology
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Enterprise Program and Portfolio Management in Project Online

  1. 1. Digital Productivity Solutions Built for the Microsoft Cloud Enterprise Program and Portfolio Management in Project Online Reimagine Business Productivity Jim Patterson – Wicresoft
  2. 2. • Introductions • Portfolio Management Concepts • Portfolio and Program Management in Project Online • Demonstration • Summary & Wrap Up Agenda
  3. 3. PORTFOLIO MANAGEMENT CONCEPTS Reimagine Productivity
  4. 4. The RISE of Technology The inevitable impact: Executives PMOs Software Development Support Adoption challenges across the enterprise.
  5. 5. • Strategic Plans • Enterprise Architecture • Innovation/Ideation • New Product Development • Performance Plan/Budget • Objectives • Initiatives • Services • Applications • LSS • IT Projects • Billable Projects • Application Maintenance • Service Requests • Software Development • To Dos • Etc.. Portfolios Strategies Work Strategy Portfolio & Program Management Initiatives The Evolution of Project Portfolio Management into Enterprise Work Management Different Levels of Work Management
  6. 6. Enterprise Portfolio Management Lifecycle Portfolio Level Execution Level Portfolio Online Project Online
  7. 7. Providing the Right Tool for the Right Job ■ Portfolio Level— Interested in creating, decision frameworks, selecting specific projects based on those frameworks, planning [the] delivery [and] tracking those investments at a high level.. ■ Execution Level— Interested in a project and resource management product to manage the tactical details of project execution and communicate progress and expenditures back to business sponsors and management. IT PPM Magic Quadrant Daniel Stang, Gartner Research Portfolio Online Project Online
  8. 8. USE THE RIGHT TOOL FOR THE RIGHT JOB – POWER OF CHOICE Portfolio Online with Project Execution • Strategic Themes • Portfolios • Programs • Initiatives • Priority • Financials • Capacity • Status
  9. 9. Built in Project Online • Leverage what you already own (Save Money) • Use what your team already knows (Reduce Adoption Risk) • Increase the value from Current Investment in Project Online (Maximize Benefit) • Common IT platform for development and customization (Use Skills You Have) • Opportunity to retire multiple solutions that can be handled in one (Cost Saving and Simplify)
  10. 10. Outcomes • Comprehensive reporting and visibility • Centralized Visibility • Decentralized Contribution • Streamlined Collaboration Across Roles • Reduced Barriers to Participation • Happy Users
  11. 11. SO what does Portfolio Online look LIKE? Demo
  12. 12. Capture business demand Offer a simple way to propose projects Input demand details, including benefits, estimated costs, required resources, and the impact on business drivers Assess all demand types, including large programs and projects, smaller initiatives, and ongoing work streams Easily customize data entry forms and approval routing workflows for each demand type
  13. 13. Conduct high-level portfolio planning Gain immediate insights into benefits, costs, and strategic alignment of proposed projects Identify and visualize the impact project proposals have on defined business drivers Quickly understand the benefits, costs, and strategic alignment of proposed portfolios
  14. 14. Adding Efficiency to Capital Budgeting Capture all capital expenditure requests for the coming year electronically. Automate the submission of annual capital budgeting requests Eliminate consolidation hassles and the risk of data errors Compare capital budgets across long- term planning cycles
  15. 15. Intuitive performance review reports Instantly create a variety of status reports to make objective portfolio adjustments Create powerful status reports in one click to track progress and identify negative trends in progress Rely on built-in dashboards and reports to communicate portfolio status and grab management’s attention
  16. 16. Derive advanced portfolio analytics Build custom dashboards and reports to see Portfolio data in different, more-applicable ways Build and share custom dashboards and reports using a variety of visualizations, like maps, to meet specific needs Integrate data from multiple sources (e.g., Microsoft PPM, financial systems, etc.) into Power BI analytics Perform ad hoc analysis with natural language query and built-in predictive analytics capabilities Access Power BI dashboards and reports from virtually anywhere to make informed decisions on the go
  17. 17. Manage project execution your way Use Portfolio Online as an integration point for other project management tools Use Portfolio Online as a single hub for all work Project Managers can use Project Online and Microsoft Project to manage traditional waterfall projects Let software development teams use favorite Agile tools such as Visual Studio Team Services (VSTS) or Jira and leverage integration options to include them in the portfolio Empower teams to manage tasks in Kanban approach, with Office 365 Planner and OnePlan
  18. 18. Intuitive user interface with a sleek & modern look Enhance Project Online user experience and usability with Portfolio Online Use what your team already knows with intuitive SharePoint UI and robust Forms Use Mobile apps for people always on the go Edit Portfolio data using dynamic Editable Grids
  19. 19. DEMONSTRATION Reimagine Productivity
  20. 20. SUMMARY & WRAP UP Reimagine Productivity
  21. 21. • Joint Venture with Microsoft in 2002 • Global footprint with offices across the U.S. • Consulting, BPO, Managed Services, global support and Staffing • 6,500 global employees • Client focused, proven track record, passion for technology About Wicresoft Microsoft P-Seller Microsoft Gold Certified Microsoft Cloud Solution Provider
  22. 22. Confidential Professional Services Automation • Project Management • Time Management • Resource Utilization • Financial Management Project Portfolio Management • Portfolio Management • Resource Management • Schedule Management • Time Management • Backlogs • Scrum • Kanban • Task Boards Business Intelligence • Portfolio Planner • Work Planner • Agile Planner • Resource Planner Scaled Agile Management Enterprise Work Management Productivity Solutions
  23. 23. Next Steps • FREE - Assessment and Roadmap • FREE - Project Online Trial & Wicresoft Support • Personalized 1:1 demo for your organization Email Wicresoft Jim Patterson Mike Otranto
  24. 24. Thank You! Websites: Wicresoft Project Online Project Connect On-Demand and Upcoming Webinars: