Enterprise Project Management

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  • The Microsoft Office Enterprise Project Management (EPM) Solution consists of a number of products. Details… The Front End Office Project Server 2007 provides a rich set of browser based functionality through its component Office Project Web Access, a Microsoft ASP.NET application that uses Project Server Web Services through Microsoft Internet Explorer and Project Server Web Parts in Microsoft Windows SharePoint Services 3.0. As Office Project Web Access is built on top of Windows SharePoint Services 3.0 it offers all the advantages that come with WSS 3.0 (e.g. rich browser experience by using AJAX development techniques, WebPart and Integration framework). In addition to the web based client Office Project Server 2007 is accessed by Office Project Professional 2007, and by other Win32 clients such as Visual Studio. Office Project Portfolio Server 2007 capabilities are accessed via Office Project Portfolio Web Access, the ASP.NET based front end of Office Project Portfolio Server 2007. The Middle Tier Office Project Server 2007 provides a real application server that includes the new Project Server Interface (PSI), discrete business objects, server-side events, a common data access layer (DAL) and queuing services. The PSI provides web services which can be consumed by other applications. Office Project Portfolio Server 2007 delivers the Portfolio Server Interface (PPSI) which helps organizations to integrate with other line of business applications. Office Project Server 2007 and Office Project Portfolio Server 2007 are connected via those middle tier components. This out of the box connection is known as the Project Server Gateway, a bidirectional link that enables administrators to associate multiple Office Project Servers to Office Project Portfolio Server 2007, providing executives with a consolidated view of all projects within the organization. Further information on Project Server Development can be found in the Software Development Kit (SDK) posted on MSDN. The Back End Office Project Server 2007 uses SQL Server 2000 SP4 or later. Office Project Portfolio Server 2007 requires SQL Server 2005). Office Project Server 2007 takes advantage of some of the new features in SQL Server 2005 such as security enhancements and improved Analysis Services and Reporting Services. What you see here is the complete Microsoft Office EPM Solution. 1) The EPM solution is built on a robust and enterprise-class platform: SQL Server is essentially the primary data store for all project-related data, and drives the core server-side reporting capabilities WSS is the collaboration platform, that comes with Windows Server – it enables the sharing & tracking of project documents, issues/risks & tasks Document check-in, check-out and versioning Risk management with links to projects and tasks Project Server integrates with lots of different line of business systems such as SAP, PeopleSoft and Seibel Expanded set of PDS APIs to build solutions: Timesheet API, Resource pool creation API, Project data creation API, Enterprise custom fields API Active Directory connector: Sync Project Server resource pool with AD, Sync security with AD group membership lists Project Professional events, object model and Project Guide enhancements 2) Project 2003 Server is the foundation application server and utilizes SQL Server as the database store: Essentially enables Project Managers to share project plans broadly, maintaining one version of the “truth” Project team gains access to real-time project information Better control over who has access to project information 3) Executives will use web interfaces to make portfolio decisions and track health of projects & programs Dashboards to easily assess whether work is supporting business Easy browser access Insight to make decisions based on financials, schedule, other key performance indicators 4) Project and Resource Managers will use Project Professional to easily create Enterprise project plans. Establish project schedule with key milestones Associate key resources Collaborate with team members via Project Server and PWA Project Guides to easily propagate templates, methodologies, best practices 5) Team members will use Project Web Access to participate directly and easily: Executives for access to project scorecards to view project status Resource Managers for assigning (committed/soft-booked) resources on a project Team members for access to submit status reports, issues or risks, associate documents and enter time against tasks Ease of use: Project Web Access, Outlook 6) EPM is part of the Office System, and as such, provides many benefits to users in the form of: Familiarity Office 2003 look and feel lower training costs, higher adoption, etc. Productivity Easily take Project information to Word, Visio, PPT Print Grid/Export to Excel Importing Project tasks onto Outlook calendar Reporting actual via Outlook calendar or WSS web-part
  • Enterprise Project Management

    1. 1. 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
    2. 2. Corporate Project Solutions <ul><li>People </li></ul><ul><ul><li>Project Office Services </li></ul></ul><ul><ul><li>Creation, Support & Delivery </li></ul></ul><ul><ul><li>Training </li></ul></ul><ul><ul><li>Planning essentials </li></ul></ul><ul><ul><li>Process based </li></ul></ul><ul><ul><li>Microsoft Project </li></ul></ul><ul><ul><li>EPM Administration for the PMO </li></ul></ul><ul><ul><li>Recruitment </li></ul></ul><ul><ul><li>Permanent and interim positions </li></ul></ul><ul><li>Process </li></ul><ul><ul><li>Process Review & Creation </li></ul></ul><ul><ul><li>Change Management </li></ul></ul><ul><ul><li>Project Management Consulting </li></ul></ul><ul><li>Technology </li></ul><ul><ul><li>Microsoft EPM Solution </li></ul></ul><ul><ul><li>Project Server </li></ul></ul><ul><ul><li>Project Portfolio Server </li></ul></ul><ul><ul><li>Microsoft SharePoint Server </li></ul></ul><ul><ul><li>CPS Technologies </li></ul></ul><ul><ul><li>Project Auditor </li></ul></ul><ul><ul><li>Highlight Reporting </li></ul></ul><ul><ul><li>Milestone Tracking </li></ul></ul><ul><ul><li>Development Services </li></ul></ul><ul><ul><li>CPS - supporting delivery and management of innovation and change within organisations for over 12 years. </li></ul></ul>
    3. 3. Points to consider <ul><li>This presentation is based on configuration of the software out-of-the-box (not development) </li></ul><ul><li>It’s not only about Microsoft Project </li></ul><ul><li>Implementation is hand-in-hand with your PPM methodology & processes </li></ul><ul><li>The toolset can be deployed in many ways – you do not have to deploy everything at once </li></ul><ul><li>Come and talk to CPS about your requirements today on Stand 101 / 103 </li></ul>
    4. 4. 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
    5. 5. Why introduce EPM? <ul><li>Some typical issues </li></ul><ul><li>Projects are not effectively prioritised </li></ul><ul><li>Projects happen without authorisation </li></ul><ul><li>No definitive list of projects </li></ul><ul><li>Project benefits are not managed or realised </li></ul><ul><li>No visibility of progress </li></ul><ul><li>Limited understanding of resource capacity </li></ul><ul><li>Lack of control of project budgets </li></ul><ul><li>Project risks are not captured and mitigated </li></ul><ul><li>Inconsistent approaches </li></ul><ul><li>Minimal control of project documentation </li></ul>
    6. 6. Solution Definition Methodology Process Roles Governance Maturity|Capability
    7. 7. 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
    8. 8. Project Portfolio Server <ul><li>Capture strategic objectives </li></ul><ul><ul><li>Examples </li></ul></ul><ul><ul><li>expand in to new markets </li></ul></ul><ul><ul><li>Improve customer satisfaction scores </li></ul></ul><ul><li>Capture all investment information </li></ul><ul><ul><li>Embed standards </li></ul></ul><ul><ul><li>Workflow / stage gate approvals </li></ul></ul><ul><ul><li>Budgets </li></ul></ul><ul><ul><li>Resources </li></ul></ul><ul><ul><li>Benefits – financial and non-financial </li></ul></ul><ul><ul><li>Risks / Issues / Documents </li></ul></ul><ul><li>Align investments to strategic objectives </li></ul><ul><li>Selection & Prioritisation </li></ul><ul><ul><li>Constraints Analysis </li></ul></ul><ul><ul><li>Varying priorities (Risk, NPV etc.) </li></ul></ul><ul><ul><li>Varying constraints (Cost, resource etc.) </li></ul></ul><ul><ul><li>Multiple models </li></ul></ul><ul><ul><li>Dependencies </li></ul></ul><ul><li>Snapshots </li></ul><ul><ul><li>Trend analysis </li></ul></ul><ul><li>Reporting </li></ul><ul><ul><li>Dashboards </li></ul></ul><ul><li>Full security model </li></ul>
    9. 9. Portfolio Optimisation Methodology <ul><li>Project Valuation </li></ul><ul><li>Strategic Value </li></ul><ul><li>Financial Value </li></ul><ul><li>Risk </li></ul>Business Driver Definition Processes, Roles and Governance Business Driver Prioritisation <ul><li>Optimize Project Portfolio </li></ul><ul><li>Access Portfolio </li></ul><ul><li>Constraint Analysis </li></ul><ul><li>Advanced Analysis </li></ul>Select Project Portfolio Analyse Portfolio Maximised Portfolio Value Delivery New Project Requests Approved Project Requests
    10. 10. <ul><li>Objectively prioritise Business Drivers / Objectives through performing one-to-one comparisons. </li></ul><ul><li>Individual and Group workshops to obtain results </li></ul>Business Driver Pairwise Comparison
    11. 11. Business Driver Prioritisation
    12. 12. Project Portfolio Server 2007 Builder – Build your business case Optimizer – Analyse & Select
    13. 13. Project Server <ul><li>Microsoft Project Professional 2007 </li></ul><ul><ul><li>Controlled access to project schedules </li></ul></ul><ul><ul><li>Cross project views of resource availability </li></ul></ul><ul><ul><li>Access to the central resource repository </li></ul></ul><ul><ul><li>Resource based costing inc. fixed and material type costs </li></ul></ul><ul><li>Collaboration </li></ul><ul><ul><li>Risk, Issue & Deliverables Management + </li></ul></ul><ul><ul><li>Document & Content Control </li></ul></ul><ul><li>Web views across Project Portfolios </li></ul><ul><ul><li>Task Management </li></ul></ul><ul><ul><ul><li>Individual task lists </li></ul></ul></ul><ul><ul><ul><li>Timesheets </li></ul></ul></ul><ul><ul><li>Project Center </li></ul></ul><ul><ul><ul><li>View summarised and rolled up project information </li></ul></ul></ul><ul><ul><ul><li>Drilldown to view schedule detail </li></ul></ul></ul><ul><ul><li>Resource Center </li></ul></ul><ul><ul><ul><li>Drilldown to view resource assignments / utilisation </li></ul></ul></ul><ul><ul><li>Management Information </li></ul></ul><ul><ul><ul><li>Dashboards </li></ul></ul></ul><ul><ul><ul><li>Drilldown to detail </li></ul></ul></ul>
    14. 14. Project Professional Project Web Access Project Server
    15. 15. Next steps <ul><li>Come and Talk to CPS </li></ul><ul><li>Stand 101 / 103 </li></ul><ul><li>[email_address] </li></ul><ul><li>01628 895 600 </li></ul><ul><li>Seminars </li></ul><ul><li>Boardroom Briefings </li></ul><ul><li>Discovery </li></ul><ul><li>Envisioning </li></ul><ul><li>Training </li></ul><ul><li>Delivery </li></ul><ul><li>Process Reviews </li></ul><ul><li>Methodology </li></ul><ul><li>Project Support Office </li></ul>
    16. 16. New in EPM 2007 <ul><li>Project Professional 2007 </li></ul><ul><ul><li>Comprehensive What-If? capabilities through multi-level undo </li></ul></ul><ul><ul><li>Change highlighting </li></ul></ul><ul><ul><li>Cost and budget resource types </li></ul></ul><ul><ul><li>Task drivers help you understand what is driving a task (predecessors, successors, calendars, resources & constraints) </li></ul></ul><ul><ul><li>Integrated visual reporting with Excel and Visio </li></ul></ul><ul><ul><li>Deliverables </li></ul></ul><ul><ul><li>Cell highlighting </li></ul></ul><ul><ul><li>Separate Save and Publish / Working & Published plans </li></ul></ul><ul><ul><li>Active Cache </li></ul></ul>
    17. 17. New in EPM 2007 <ul><li>Project Web Access </li></ul><ul><ul><li>Fully integrated with Windows SharePoint Services to improve collaboration to all team members </li></ul></ul><ul><ul><li>Activity & Proposals provides the ability to create simple plans via Internet Explorer </li></ul></ul><ul><ul><li>Resource & Project Centre provides visibility across your project portfolio </li></ul></ul><ul><ul><li>Progress collection (%work complete, remaining work) </li></ul></ul><ul><ul><li>Timesheets </li></ul></ul>
    18. 18. 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.
    19. 19. 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
    20. 20. Detailed Discovery, Design and Delivery GO Design Delivery Detailed Discovery
    21. 21. Testimonials <ul><li>&quot;When we met CPS we were struck that they were a company that could really help us organise to deliver.&quot; </li></ul><ul><li>Gaynor Coley, Development Director, Eden Project Limited </li></ul><ul><li>&quot;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.&quot; </li></ul><ul><li>Malcolm Lee, Head of Development Programme, The Met Office </li></ul><ul><li>&quot;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.&quot; </li></ul><ul><li>Paul Barlow, Project Office Manager, BAE Systems </li></ul><ul><li>“ 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.” </li></ul><ul><li>Mike Angiulo, General Manager Microsoft Project Business Unit </li></ul><ul><li>Microsoft Corporation </li></ul>
    22. 22. Project Center <ul><li>Project Center provides multiple summarised and aggregated views across your project portfolio including graphical indicators and timelines </li></ul>
    23. 23. Resource Center by Resource <ul><li>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. </li></ul>
    24. 24. PMM Levels <ul><li>Level 1 – Crisis Management </li></ul><ul><ul><li>No formal project plans or procedures exist. Project management tools are not in use. </li></ul></ul><ul><li>Level 2 – Reactive Management </li></ul><ul><ul><li>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. </li></ul></ul><ul><li>Level 3 – Project Management </li></ul><ul><ul><li>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. </li></ul></ul><ul><li>Level 4 – Program Management </li></ul><ul><ul><li>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. </li></ul></ul><ul><li>Level 5 – Managing Excellence </li></ul><ul><ul><li>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. </li></ul></ul>

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