PPM Challenge #2Project Communications andReporting2012 PPM Challenge and OpportunityWebcast Series
PPM Challenge & Opportunity SeriesChallenge #1– Prioritizing DemandChallenge #2– Project Communications and ReportingChall...
Recap – Prioritizing DemandDemand Management–   Centralized demand capture–   Demand visibility–   Standardized templates ...
Recap – Prioritizing DemandResource Management– Capacity planning– Capacity vs. demand– Roles vs. named resourcesFinancial...
PPM ChallengesChallenges:– Meeting stakeholder expectations  • A challenge for most organizations– Providing current statu...
PPM OpportunitiesOpportunities:–   Improve and automate project communication–   Streamline and automate reporting–   Buil...
The PPM/EPM Capabilities  PPMStrategic ProjectManagement   EPM Tactical Project Management
Project Communication ToolsKeeping Teams InformedShare knowledge and better collaborate with yourwork teams to increase pr...
Alerts and Notifications   Set up individual or    team alerts and    notifications   Keep everyone    automatically    ...
Email Notification – Tasks Assigned
Email Notification – Tasks Overdue
Email Notification – Workflow Approval
Email Notification – Issues
Email Notification – Project Updates
Email Notification – Changes
Email Notification – Stage Gating
Email Notification – Reassignments
Email Notification – Daily Recap
Powerful and Flexible Notifications
Post Announcements   Create    announcements to    share information    with your team   Keep them informed    on the la...
Announcements
Discussion Boards   Project Discussion    boards are included in    project workspaces   Share information    and discus...
Publish Plans and Schedules   Via EPM Live’s web-    based Project Planner   Bi-directional    integration with MS-    P...
Online Schedules
Comments   Post a comment on    any item in the    system to centralize    discussions and    communicate    effectively ...
CommentsCommentIndicator
Reminders   Reminders work    items, process    steps, and other    actionable elements                          Passive ...
Project Wikis   Create project wikis    as a convenient way    to collaborate on    project information   Wiki pages can...
RSS Feeds   Get critical project    information    automatically through    RSS feeds to keep    track of the latest    n...
Performance Reporting Keeping Management InformedLeverage pre-configured reports and dashboards to gain insightinto real-t...
Project Workspace Metrics   Project health metrics   Formula-driven    graphical indicators   What is overdue   Latest...
Portfolio Visibility of Health/Status   Flexible portfolio-    level view   KPIs that look at    multiple dimensions   ...
Automated Status Reports   On-demand status    reports   View online or export    to common formats   Eliminate manual ...
Narrative/Subjective Status Reports   Online status reports   Content in a database    instead of documents    and email...
Dashboards   Charts and Graphs   Flexible page layouts   Combine with    objective data to    support charts   Drilldo...
Common Tools Like Excel and Access   Surface project    management details    and deliver rich    pivoting and charting  ...
Issue and Risk ReportingAwareness of Obstacles
Issues   Issues maintained for    each project   Easily view rollups of    all issues centrally                         ...
Risks   Risks maintained for    each project   Easily view rollups of    all risks centrally                            ...
Reporting on All Items   Standard reports for    all elements in the    system   View on demand                         ...
Graphical Issue and Risk Status   Visually display issue    and risk information    across all projects    with built-in ...
Change ManagementProvide visibility and control
Change Requests   Capture all change    requests   Change approval   Status of change    items                         ...
Workflow and Approval   Streamline project    and change requests    by leveraging    workflow for review    and automate...
Resource Reporting
Resource Allocation   Create resource views    for allocation   Interactive what-if    views available                  ...
Try us outwww.epmlive.com
PPM Challenge #2: Project Communications and Reporting – 2012 PPM Challenge and Opportunity Webcast Series
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PPM Challenge #2: Project Communications and Reporting – 2012 PPM Challenge and Opportunity Webcast Series

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PPM Challenge #2: Project Communications and Reporting – 2012 PPM Challenge and Opportunity Webcast Series

  1. 1. PPM Challenge #2Project Communications andReporting2012 PPM Challenge and OpportunityWebcast Series
  2. 2. PPM Challenge & Opportunity SeriesChallenge #1– Prioritizing DemandChallenge #2– Project Communications and ReportingChallenge #3– Providing Value to All LevelsChallenge #4– Improving PPM Maturity
  3. 3. Recap – Prioritizing DemandDemand Management– Centralized demand capture– Demand visibility– Standardized templates and forms– Workflow and stage gating– Project scoring, alignment and prioritizationPortfolio Management– Portfolio evaluation and selection– Metrics to consider– Portfolio analysis tools
  4. 4. Recap – Prioritizing DemandResource Management– Capacity planning– Capacity vs. demand– Roles vs. named resourcesFinancial Management– Detailed budgets– Financial visibility– Portfolio costsWhat-if Modeling– Cost and resource constraints– Project sequencing– Optimizing and selecting the right work
  5. 5. PPM ChallengesChallenges:– 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. 6. PPM OpportunitiesOpportunities:– 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. 7. The PPM/EPM Capabilities PPMStrategic ProjectManagement EPM Tactical Project Management
  8. 8. Project Communication ToolsKeeping Teams InformedShare knowledge and better collaborate with yourwork teams to increase productivity and efficiencythrough various modes of communication. Connect toother business productivity applications to streamlineconversations and drive efficiencies.
  9. 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. 10. Email Notification – Tasks Assigned
  11. 11. Email Notification – Tasks Overdue
  12. 12. Email Notification – Workflow Approval
  13. 13. Email Notification – Issues
  14. 14. Email Notification – Project Updates
  15. 15. Email Notification – Changes
  16. 16. Email Notification – Stage Gating
  17. 17. Email Notification – Reassignments
  18. 18. Email Notification – Daily Recap
  19. 19. Powerful and Flexible Notifications
  20. 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. 21. Announcements
  22. 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. 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. 24. Online Schedules
  25. 25. Comments Post a comment on any item in the system to centralize discussions and communicate effectively Share Comments on Any Item
  26. 26. CommentsCommentIndicator
  27. 27. Reminders Reminders work items, process steps, and other actionable elements Passive Alerts and Reminders
  28. 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. 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. 30. Performance Reporting Keeping Management InformedLeverage pre-configured reports and dashboards to gain insightinto real-time project status. View project charts and graphs forvisual presentation of project performance. Use familiar tools likeExcel and Access to export data to create simple customizedproject reports.
  31. 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. 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. 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. 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. 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. 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. 37. Issue and Risk ReportingAwareness of Obstacles
  38. 38. Issues Issues maintained for each project Easily view rollups of all issues centrally Easily View Issues Across All
  39. 39. Risks Risks maintained for each project Easily view rollups of all risks centrally Easily View Risks Across All
  40. 40. Reporting on All Items Standard reports for all elements in the system View on demand Library of Standard Reports
  41. 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. 42. Change ManagementProvide visibility and control
  43. 43. Change Requests Capture all change requests Change approval Status of change items Change Logs
  44. 44. Workflow and Approval Streamline project and change requests by leveraging workflow for review and automated approvals Request Review Approved Active Automated Approval
  45. 45. Resource Reporting
  46. 46. Resource Allocation Create resource views for allocation Interactive what-if views available Availability vs. Allocation
  47. 47. Try us outwww.epmlive.com

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