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New Business Development Proposal - Adding Project Portfolio Management (PPM) Services

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This presentation is a New Business Development Proposal targeted to Microsoft Gold Partners considering adding the Project Portfolio Management competency to their consulting services.

Full video can also be viewed at: https://www.youtube.com/watch?v=uLIVzqI5d2Q

Presentation Agenda
- PPM Background
- How Microsoft PPM Works
- Market Analysis
- Value Added to Other Services
- PPM Competition
- What I Can Do For You
- Professional Bio
- Contact Information

Published in: Business
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New Business Development Proposal - Adding Project Portfolio Management (PPM) Services

  1. 1. Adding Project Portfolio Management to your Consulting Company’s Services Presented by: Rolly Perreaux, PMP, MCSE, MCT
  2. 2. PPM Background How Microsoft PPM Works Market Analysis Value Added to Other Services Competition What I Can Do For You Professional Bio Contact Information
  3. 3. Project Portfolio Management (PPM) is the continuous process of identifying, selecting and managing a portfolio of projects in alignment with key performance metrics and strategic business objectives.
  4. 4. Executives Executives and Portfolio Managers. Responsible for setting strategies and directing the organization to meet its objectives. Managers Project Management Office (PMO), Resource Managers and Project Managers. Responsible for the planning and execution of projects/programs. Project Teams People assigned to a project to perform tasks and produce deliverables.
  5. 5. 37% 30% Info-Tech Research Group - Mid-Market PPM Report (2014) 3% 13% 17% Excel Spreadsheet Internal Solution (Access, SharePoint, etc.) On-Premises PPM Solution SaaS-Based PPM Solution Do Not Manage Projects 84% Do Not Use a PPM Solution
  6. 6. Microsoft Project Server On-Premises Solution Deployed with SharePoint Server Enterprise edition Project Online Cloud (SaaS) Solution Delivered through Office 365 Requires SharePoint Online Both offer the same features: http://office.microsoft.com/en-ca/project/compare-microsoft-project-offerings-ms-project-FX103797367.aspx
  7. 7. Insight, Visibility and Control PPM System Insight Visibility Projects & Portfolios Clear view of tasks, deliverables and issues Easily update tasks Executives Team Members Proactively manage scope, risk, quality, cost and schedules Reduce effort in getting updates from team members, keeping executives in the loop Track the entire project lifecycle Organizational visibility Programs Control Project Managers
  8. 8. Track, Automate and Accelerate Resource Repository Track Automate People & Time Allocate resources quickly based on skills and availability Centralized data facilitates cross project analysis of schedules, resources and finances Track costs and budget to better understand finances Understand resource constraints and limitations affecting project success Finance Materials Accelerate Resource Managers Project Managers Executives
  9. 9. Identify, Select and Manage Project Repository Capture demand for new projects in a customized workflow and business case Analysis & Identify Select Reporting Align selected portfolios with business strategies Prioritize competing investments Selection Dashboarding Manage Determine optimal portfolio under budget and business constraints Measure and track portfolio performance once investments are identified
  10. 10. Store, Share and Track Central Repository Manage project documents with metadata, workflow, check-in / check-out and document versioning Information Project Store Share People Share documents, synchronize calendars, stay up to date with team events and assigned tasks Track Collaborate via project sites and access project information through either the Cloud or On-Premises
  11. 11. “The IT PPM software application space offers mature products for today's internal IT departments. Demand for IT PPM applications has not wavered in more than 13 years, but, rather, increased exponentially over the past 10 years…” IDC MarketScope Report (May 2014) “…Estimates that the global market for project portfolio management software in the oil and gas industry for 2012 is $320.1 million with a CAGR of 3% between 2010 and 2015.” IDC Energy Insights (Oct 2012)
  12. 12. IDC worldwide project and portfolio management (PPM) market – growth of 5.4% to $3.6 billion in 2012 IDC’s 5 year forecast period of CAGR of 7.7% to reach $5.3 billion by 2017 Forrester Research places Microsoft as a PPM Leader
  13. 13. “Global oil and gas industry capital expenditures increased 14% in 2011 and are expected to increase an additional 13% in 2012 to a total of $1.026 trillion” “PPM IT…share is only around 1% of total IT spending. However, its potential impact on business performance is substantial” * Microsoft expected to grow faster than overall market growth (+) IDC Energy Insights (Oct 2012)
  14. 14. Opportunity: Additional business/revenue can be generated from: Integration of ALM with Project Server Dev’s have their tool (Team Foundation Server) Exec’s have their tool (Project Server) Custom connectors to 3rd Party LOB Applications Mobile Device Application for Project Server
  15. 15. Opportunity: Additional business/revenue can be generated from: Integration of SharePoint Server (SP) Custom Project Sites, Risks, Issues, Deliverables and Workflows Custom BCS Development Excel Services PerformancePoint Natural progression for SP clients to deploy Project Server NOTE: SharePoint Server Enterprise is the foundation software for Project Server
  16. 16. Opportunity Additional business/revenue can be generated from: Custom CRM Workflows to Automate Project Server processes. For example: If opportunity reaches 80% a project is created in Project Server. CRM Marketing Campaigns are imported in Project Server, then leveraged against the Portfolio Analysis to choose which initiatives best align with objectives and strategies.
  17. 17. Opportunity Additional business/revenue can be generated from: Customizing the Project Server BI Center SQL Server Reporting Services Excel Services PerformancePoint Power Pivot Custom Dashboards
  18. 18. Opportunity Additional business/revenue can be generated from: Integration of Dynamics AX with Project Server Automatically derive financial cost and revenue estimates in Microsoft Dynamics AX Deployment of Synchronization Service Integration of SAP Reporting and Managing Project Actuals, Resource Capacity and Demand “IDC has seen increased alignment of PPM with ERP…” IDC (2013)
  19. 19. Opportunity Additional business/revenue can be generated from: Inclusion of Project Server Self-service on-premises solutions Hosted services solutions Cloud services solutions Managed services solutions
  20. 20. Opportunity Additional business/revenue can be generated from: Application Managed Services (AMS) Add Project Web App to your services Infrastructure Managed Services (IMS) Project Server Private Cloud Managed Services Integrate IMS of Project Server with the IMS of the Unified Communications and Collaboration (UCC) solution
  21. 21. Oracle Primavera, Instantis, Fusion, JD Edwards and PeopleSoft CA Technologies Clarity PPM HP PPM Center Planview Planview Enterprise, Projectplace
  22. 22. Total Software Revenue Worldwide, 2012 (Millions of Dollars) Company 2012 Revenue 2012 Market Share (%) 2011 Revenue 2011-2012 Growth (%) Oracle 1 381.2 23.0 345.6 10.0 Microsoft 252.3 15.0 229.6 10.0 CA Technologies 157.5 10.0 147.7 7.0 Planview 90.4 6.0 84.9 7.0 HP 73.4 4.0 64.4 14.0 Others 696.2 42.0 613.7 52.0 Total 1,651.0 100.0 1,485.9 100.0 Source: Gartner (May 2013) 1 In 2012 Oracle acquired PPM software vendors: Instantis and Skire.
  23. 23. US Market Advisicon Inc. Avanade Inc. BeMo Campana & Schott CSG EPMA EPM Solutions Geocent, LLC MS Project Now! MSProjectExperts Milestone Consulting Group, Inc. Netwin Solutions, Inc. PCU3ED Project Hosts Inc. Project Made Easy, Inc. QuantumPM, Inc. Sensei Project Solutions Technology Associates TPG The Project Group WINCERE Inc. UMT UMT360
  24. 24. Canadian Market Avanade Inc. Agora Consulting Partners Inc. Arbutus Solutions Western Principles
  25. 25. Provide Pre-Sales Support to Business Development / Sales & Marketing Groups Architect and Deploy Complete PPM and Business Solutions, Right Away Must be able to initially “Do it All” Expand by creating/training PPM Deployment Readiness Team by the End of Year 1
  26. 26. Develop your PPM Practice Work within your firm’s current consulting framework Train your teams on all aspects of Microsoft PPM Solutions Assist your business development team in securing new PPM business Work with your other service practices to leverage additional business/revenue through cross-market selling
  27. 27. Over 28 Years Hands-On Experience Last 19 Years as an Independent Contractor Executive and Managerial Experience in: Information Technology (28 years) Project Management (11 years) Finance & Administration (8 years) Manufacturing & Production (3 years)
  28. 28. Project Management Institute Project Management Professional (PMP 2005) Red River College Business Administration Marketing & Accounting (double major) University of Manitoba Certified Management Accountant, 4th Level (CMA)
  29. 29. Microsoft Certified Systems Engineer (MCSE) • Since 1996 Microsoft Certified Trainer (MCT) • Since 1996 Microsoft Certified IT Professional (MCITP) • Microsoft Project Server 2010 / 2007 Microsoft Certified Technology Specialist (MCTS) • Microsoft SharePoint Server 2010 / 2007 • Windows SharePoint Services 3.0
  30. 30. Compaq ASE IBM PSE CheckPoint CSA CompTIA Network+
  31. 31. Deploying and Managing Microsoft Project Server 2013 • MVP-Press Inc. Managing Projects using Microsoft Project 2013 Desktop • MVP-Press Inc. Planning, Deploying and Managing Microsoft Project Server 2010 • MVP-Press Inc. Managing Projects using Microsoft Project 2010 Desktop • MVP-Press Inc. Planning, Deploying and Managing Microsoft Project Server 2007 • MVP-Press Inc. Knowledge Management End User Course (SharePoint) • US Army Europe 2732: Planning, Implementing and Managing an Enterprise Project Management Solution • Microsoft 2395: Designing, Deploying and Managing a Network Solution for Small and Medium-sized Businesses • Microsoft Windows 2000 Automated Deployment • Ted Malone, Rolly Perreaux and Mike Young • John Wiley & Sons
  32. 32. European Office 365 Connection 2014 • Haarlem, Netherlands Microsoft TechEd 2013 North America • New Orleans, LA SharePoint Summit 2013 • Toronto, Canada SharePoint Evolutions Conference 2013 • London, UK Microsoft Denmark Project Summit • Copenhagen, Denmark MCT Summit North America 2012 • Redmond, WA Microsoft Project Conference 2012 • Phoenix, AZ Microsoft TechEd 2011 North America • Atlanta, GA European SharePoint Best Practices Conference 2011 • London, UK New Zealand SharePoint Conference 2011 • Wellington, New Zealand Australia SharePoint Conference 2011 • Sydney, Australia Microsoft TechEd 2010 North America • New Orleans, LA
  33. 33. rolly.perreaux@pmologistics.com http://linkedin.com/in/RollyPerreaux

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