It Vamp Visio 2007 Presentation 090309

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Micorsoft Webcast for Building a PMO Process with Visio 2007 - 2010

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  • Examples shown in FOSH scenarios (slides 17-21)
  • It Vamp Visio 2007 Presentation 090309

    1. 1. Visio Professional 2007 for your EPM Process <br />Webcast September 30, 2009<br />Sharon Summers <br />ITVAMP, LLC<br />a Microsoft partner<br />Ryan Pace<br />Rolanda Rascoe<br />Microsoft Corporation<br />
    2. 2. Value of Visio in EPM Solutions<br />Visio can be used in EPM Solutions from both a ‘Top Down’ and ‘Bottoms Up’ perspective to improve Project Management<br />
    3. 3. Create Visual Reports<br />Visually report on complex project data<br />Generate reports directly from Microsoft Project and Microsoft SharePoint Server 2007<br />Better understand key performance indicators, trends, and alternative views<br />Easily configurable templates - Pivot Diagram form<br />Automatically modify the reports as project information changes<br />Display Executive Reports and Proejct <br />Good for Executive Reporting and Project Dashboards<br />3<br />
    4. 4. Build Your WBS in Visio<br />Build your Work Breakdown Structures Right in Visio.<br />Free WBS Modeler Add-in can be downloaded from Microsoft.com or Visio toolbox.com<br />Export you WBS right into Microsoft Project<br />Create your PMO Process with the Visio Modeler<br />CUSTOM NOTATION PROCESS<br />Create a customized drawing in Visio<br />Use WBS Modeler to map drawing data to Microsoft Project format<br />Export to Microsoft Project<br />Define project plan and details in Microsoft Project<br />Import data back to Visio for a visual representation<br />Modify data on the spot in Visio<br />Export data to Microsoft Project<br />Manage ongoing project details in Microsoft Project<br /><ul><li>This enables you to work with information in a way that is unique to your project, organization, and/or industry</li></ul>4<br />
    5. 5. Organizational Value of Visio Pro 2007<br />Visio 2007 provides value to the Project Management Office (PMO) as well as individual departments within an organization<br /><ul><li>Visio 2007 enables individual departments to easily create, manage, and represent projects
    6. 6. Visio 2007 enables PMOs to consolidate complex data from multiple sources in order to articulately represent company-wide projects
    7. 7. Facilitates valuable reporting to executive management</li></li></ul><li>
    8. 8. Enterprise Project Management<br />The Management of Projects from an enterprise level.<br />In order to establish an EPM Solution, a Microsoft Technology Solution is installed that provides a shared view to all projects, such as a Project Server.<br />The primary step to building an ePMO (Enterprise Project Management Office) is to build your EPM Process.<br />The Process Tool to the EPM is Visio Professional 2007<br />
    9. 9. What can Visio Pro 2007 do?Build your EPM Process Model<br />Visio can directly map process to the Microsoft EPM Tool.<br />Map your technical requirements to the Business Process<br />Helps with understanding the difference between IT Process vs. PMO Process<br />Capture all Audit controls<br />Displays all Associated Artifacts<br />Sees all handoffs<br />Assists in managing communications <br />Know who is performing the work and more<br />
    10. 10. Visio a part of the EPM Solution<br />Use Visio as the EPM Process Module for the Microsoft EPM Suite of products<br />Use Visio to build your ePMO<br />Use Visio to manage your PMO Workflow <br />
    11. 11. Microsoft EPM Process Capabilities<br />Consistent User Interface<br />EPM Process Automation<br />ePMO<br /> Communications<br />Project<br />Portfolio<br />Management<br />PMO Process<br />Project Management Capabilities<br />Resource and Schedule Management<br />Demand Management<br />Portfolio Analytics<br />Governance Workflow<br />Timesheet<br />Reporting<br />Collaboration<br />Portfolio Selection<br />Program Management<br />Collaboration Capabilities<br />Enterprise Content Management<br />Business Process <br />& Forms<br />Business Insight<br />Collaborative Workspaces<br />Search<br />Portal<br />Demand<br />Management<br />Plan & Execute<br />Business Insight<br />
    12. 12. Visio, The foundation of the EPM<br />ePMO Universe<br />CMM<br />6Sig<br />Build Process<br />Install Technology<br />Link Methods<br />PMI<br />SDLC<br />
    13. 13. Visio Process WorkflowsThe Foundation of an enterprise PMO<br />Visio is the building Block for an ePMO<br />Build PMO Rules<br />Follow Best Practice<br />Map to Standard Operating Procedures<br />Display EPM Links to Financial and HR Databases or Processes<br />Create PMO standards<br />Flag Sarbanes items<br />Mark PMO & Quality Signoffs<br /> Incorporate Stage Gates & Lifecycles<br />Link to any Methodologies<br />
    14. 14. Visio Pro 2007 Communicates<br />Track communications in Visio Workflows<br />Flag correspondences via email or phone<br />Note handoffs & key ePMO deliverables<br />Show Meetings<br />Flag SOX controls<br />
    15. 15. Visio EPM Workflow Objects<br />Process Steps<br />Roles<br />Inputs/Outputs<br />Communications<br />Handoffs<br />Artifacts<br />Deliverables<br />Controls<br />Approvals<br />Gates<br />
    16. 16. Process Leads to Technology<br />ENGINEER<br />RE-ENGINEER<br />Build your EPM with the Best Practice<br />Engineer your EPM Process for your Enterprise PMO<br />Install your EPM Technology <br />
    17. 17. Who needs Visio Pro 2007?<br />Resource Analysts<br />Resource Administrators<br />Resource Manager<br />IT Architects<br />Project Administrators<br />Project Coordinators<br />Sr. Project Managers<br />HR Representatives<br />Key Stakeholders<br />Customer Relationship Managers<br />Process Engineers<br />PMO Directors<br />PMO Analysts<br />Portfolio Managers<br />Portfolio Analysts<br />Program Managers<br />Project Managers<br />Financial Analysts<br />Financial Managers<br />Functional & Dept. Managers<br />
    18. 18. Chief Executive <br />Officer<br />Admin <br />Assistant<br />IT Director<br />PMO Director<br />Finance<br /> Director<br />Audit Director<br />HR Director<br />Business Director<br />Operations <br />Director<br />Marketing Director<br />Marketing <br />Director<br />IT <br />Manager<br />PMO Officer<br />Financial <br />Manager<br />Quality Manager<br />Customer Relationship<br /> Manager<br />Functional Manager<br />Operations Manager<br />Marketing Manager<br />Portfolio <br />Manager<br />Resource <br />Manager<br />System<br />Engineer<br />Internal<br /> Auditor<br />Product Manager<br />Architect<br />Program <br />Manager<br />Resource <br />Administrator<br />Sales <br />Manager<br />System <br />Administrator<br />Project<br /> Manager<br />DB <br />Admin<br />Project <br />Admin<br />HELP DESK<br />Project <br />Leader<br />SME<br />Build your ePMO Organization<br />
    19. 19. Visio 2007 ePMO Process Workflow Design<br />Live examples <br />Build your ePMO in Visio<br />Sharon Summers<br />
    20. 20. Enterprise Project Manangement Office Builds<br />Sharon Summers<br />President & CEO<br />ITVAMP, LLC<br />partner <br />
    21. 21. ITVAMP 12 Key EPM Process Areas<br />Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows<br />
    22. 22. ITVAMP’s Framework Level 2Sub-Process Workflow areas <br />EPM<br />Process<br />Visio <br />Workflows<br />Financial Management<br />Portfolio<br /> Management<br />Quality Management<br />Resource Management<br />Stage Gate<br />Financial<br />Analysis<br />Resource <br />Allocation<br />Dashboard<br />Reporting<br />Project Registration<br />Resource<br />Optimization<br />Financial<br />Reporting<br />Release<br />Mgmt.<br />Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows<br />
    23. 23. ITVAMP Templates & Forms<br />EPM Process Associated Artifacts <br />ITVAMP has a Templates & Forms Library ready for Branding as Artifacts to go along with your Visio 2007 Workflows and designed in the Microsoft Office Suite of products<br />Portfolio<br /> Management<br />Dashboard<br />Reporting<br />Dashboard Rpt.<br />Project Registration<br />Registration<br />
    24. 24. ITVAMP Turnkey SolutionPMO "Out of the Box"<br />Build from ITVAMP Framework<br />View Best Practice EPM Process<br />Select any EPM Process Area (30d per area) <br />Customize your ePMO<br />Brand Templates & Forms<br />Implement or map to existing EPM Solution, Process or Methodology<br />
    25. 25. Take the Suvey and win a Free ePMO Assessment!<br />Current State of High level PMO Framework<br />Review of Methodologies<br /> State of EPM Toolset with recommendation<br />ePMO recommendation<br />http://Linke here<br />
    26. 26. Contact us!<br />ITVAMP, LLC<br />200 Campbell Drive, Suite 236<br />Willingboro, New Jersey 08046<br />609-532-4430<br />We Revamp Your IT with Project Management Methodology!<br />http://itvamp.wordpress.com<br />
    27. 27. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.<br />The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.<br />

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