Accelerating SharePoint Value from
Total Work Management




Total Work Management in EPM Live Delivers Value to the
Organization



Jose Levy
Topics

Defining Value from SharePoint

Work Management as a Foundation

Accelerating SharePoint Value with EPM Live

Work Management Usage Scenarios
– Team Member, Manager (RM, PM), Executive

Benefits Summary
Defining Value from SharePoint
Increasing SharePoint Platform

                                          Integrated to ERP &
                                               LOB Data



                                Applications
Value




                                               “Buy or Build”


                Collaboration




         Document
        Management


        Out of the Box

                       Costs
Increasing Value With Process Complexity

                              Integrated to ERP &
                                   LOB Data

                    “Buy”
                              Work Management
                                Application
Value




                    Collaboration




             Document
            Management


             Out of the Box

                           Costs
Work Management as the
Foundation
Work is Everywhere
  Select            Plan             Execute         Control        Close


                          To dos                     Application
Project Tasks
                                    Issues            Backlog
               Documents
                                               Defects          Approvals
    User              Recurring
   Stories           Maintenance
                                                Incidents
                                                                Changes
           Deliverables
                                   Testing               Bugs
Work Management as the Foundation
SharePoint as the Work Management System
                                                        Organizational
                                                         Performance
                                        Portfolio
                                       Management
                     Project
                   Management
     Resource
    Management




                      Work Management
                    (Define, Plan, Prioritize, Track)
EPM Live Provides the Work Management Platform

                                      Business Value


                                                                          Capabilities/
                                                                          Performance
                Incidents
                                       Service Portfolio
                                       Incidents, Changes, Problems
  Projects

                                                                            Reporting
             Changes
                                                                               Metrics
                                                                             Dashboards
                            Select                                          Status Reports
                                     Application Portfolio
                            Work       Releases, Backlog, Test Cases

                                                                        Resource Management
       Demand                                                            Work Management


                                                                        Execution/Delivery
                                      Project Portfolio
                                       Projects, Tasks, Issues, Risks




     Work and Resource Management Foundation with EPM Live
Accelerating SharePoint Value
with EPM Live
Introducing EPM Live Platform


     Portfolio    Resource       Cost       Schedule       Work         Time
    Management   Management   Management   Management   Management   Management
                                                                                       Enterprise
                              Demand Management                                        Capabilities

     Project                      Application                     Service
   Management                    Management                     Management             Pre-built
                                                                                      Applications
   Tasks To-dos     Approvals     Changes    Bugs   Problems       Backlogs          (Work Processes)
Issues  Maintenance    Deliverables    Testing    Service Requests     Defects

                                                                                     Work Features


                                                                                    Integration with
                                                                                  Systems/Applications


                                                                 Other
                                                                 LOB’s
Extensive Feature Set



Task and Work Management
Service Requests


   Maintain all service
    requests from a
    single location
   Meet unique needs
    based type of service
    request
   Increase efficiency
    through instant
    visibility and
    assignment
                            All service requests easily
                                    manageable
Agile Management


   Iterative
    development and
    maintenance of
    application assets
   Common tools for
    agile, projects and
    services
   Integration with
                           TFS Integration
    SDLC tools like TFS

                          Iterative application and
                            product development
Project Schedule Management


   Detailed project
    schedules and
    assignments in a
    single system
   Bi-directional
    integration with MS
    Project
   Online Work Planner
    for non-MS Project      Online Project Planner   Microsoft Project 2007, 2010

    users
                          Detailed schedule management
                           in SharePoint with EPM Live
Work Management


                                                                                  Risks
   Updating Task Status             Actions
                                                      User Stories
    on All Work Assigned    Issues                                                Documents
    To You                                 Defects
                                                                     Contracts
                                                                                     Tasks
                            Problems              Defects

   Sign Up for Task                                        Bugs                 Approvals
                            Deliverables
    Status Alert Emails                                      Recurring               Changes
                                       Requests             Maintenance



   Create New Work
    Items From a Single    Manage and Track All Work
    View
                               Assigned To You
Resource Management

   Gain Greater Control
    of Project Resources

   View Resource
    Assignments for All
    Work
   Resource Planning for
    Projects, Applications
    and Service related
    activities

   Resource Workload
    and Availability &          Gain Visibility into All
                                 Resource Demands
Resource Capacity Planning


    Forecast resource
     demand for all
     portfolio items

    FTE or hours based
     planning
    Resource Capacity
     Planning for all
     Portfolio items

    Demand vs. Capacity
                           Gain Visibility into All
                            Resource Demands
Portfolio Management



   Advanced portfolio
    management tools
   What-if modeling
    and scenario
    comparisons
   Prioritization
   Strategic Alignment

                           Advanced Portfolio
                           Management Tools
Work Management Usage
Scenarios
Work Management Usage Scenarios

 1.   Define Work
         Project, Service, Support
 2.   Status Work
         By Priority
         By Due Date
 3.   Review Resource Work Assignments
 4.   Review Organizational Capacity for Work
Benefits Summary
Overall Benefits
Most Complete SharePoint Application for Work
Management (Resource, Project, Portfolio)
Easily Configurable Solutions
Manage “All” types of work in “One” system
 –   Define, Plan, Prioritize, Track all types of work
 –   Multiple Status and Time management capabilities
 –   Reporting for analysis of work completion
 –   Resource Management at different levels of
     organization
Try us out
www.epmlive.com
Jose Levy
jlevy@epmlive.com
469-328-9851

Accelerating SharePoint Value with Work Management

  • 1.
    Accelerating SharePoint Valuefrom Total Work Management Total Work Management in EPM Live Delivers Value to the Organization Jose Levy
  • 2.
    Topics Defining Value fromSharePoint Work Management as a Foundation Accelerating SharePoint Value with EPM Live Work Management Usage Scenarios – Team Member, Manager (RM, PM), Executive Benefits Summary
  • 3.
  • 4.
    Increasing SharePoint Platform Integrated to ERP & LOB Data Applications Value “Buy or Build” Collaboration Document Management Out of the Box Costs
  • 5.
    Increasing Value WithProcess Complexity Integrated to ERP & LOB Data “Buy” Work Management Application Value Collaboration Document Management Out of the Box Costs
  • 6.
    Work Management asthe Foundation
  • 7.
    Work is Everywhere Select Plan Execute Control Close To dos Application Project Tasks Issues Backlog Documents Defects Approvals User Recurring Stories Maintenance Incidents Changes Deliverables Testing Bugs
  • 8.
    Work Management asthe Foundation SharePoint as the Work Management System Organizational Performance Portfolio Management Project Management Resource Management Work Management (Define, Plan, Prioritize, Track)
  • 9.
    EPM Live Providesthe Work Management Platform Business Value Capabilities/ Performance Incidents Service Portfolio Incidents, Changes, Problems Projects Reporting Changes Metrics Dashboards Select Status Reports Application Portfolio Work Releases, Backlog, Test Cases Resource Management Demand Work Management Execution/Delivery Project Portfolio Projects, Tasks, Issues, Risks Work and Resource Management Foundation with EPM Live
  • 10.
  • 11.
    Introducing EPM LivePlatform Portfolio Resource Cost Schedule Work Time Management Management Management Management Management Management Enterprise Demand Management Capabilities Project Application Service Management Management Management Pre-built Applications Tasks To-dos Approvals Changes Bugs Problems Backlogs (Work Processes) Issues Maintenance Deliverables Testing Service Requests Defects Work Features Integration with Systems/Applications Other LOB’s
  • 12.
    Extensive Feature Set Taskand Work Management
  • 13.
    Service Requests  Maintain all service requests from a single location  Meet unique needs based type of service request  Increase efficiency through instant visibility and assignment All service requests easily manageable
  • 14.
    Agile Management  Iterative development and maintenance of application assets  Common tools for agile, projects and services  Integration with TFS Integration SDLC tools like TFS Iterative application and product development
  • 15.
    Project Schedule Management  Detailed project schedules and assignments in a single system  Bi-directional integration with MS Project  Online Work Planner for non-MS Project Online Project Planner Microsoft Project 2007, 2010 users Detailed schedule management in SharePoint with EPM Live
  • 16.
    Work Management Risks  Updating Task Status Actions User Stories on All Work Assigned Issues Documents To You Defects Contracts Tasks Problems Defects  Sign Up for Task Bugs Approvals Deliverables Status Alert Emails Recurring Changes Requests Maintenance  Create New Work Items From a Single Manage and Track All Work View Assigned To You
  • 17.
    Resource Management  Gain Greater Control of Project Resources  View Resource Assignments for All Work  Resource Planning for Projects, Applications and Service related activities  Resource Workload and Availability & Gain Visibility into All Resource Demands
  • 18.
    Resource Capacity Planning  Forecast resource demand for all portfolio items  FTE or hours based planning  Resource Capacity Planning for all Portfolio items  Demand vs. Capacity Gain Visibility into All Resource Demands
  • 19.
    Portfolio Management  Advanced portfolio management tools  What-if modeling and scenario comparisons  Prioritization  Strategic Alignment Advanced Portfolio Management Tools
  • 20.
  • 21.
    Work Management UsageScenarios 1. Define Work  Project, Service, Support 2. Status Work  By Priority  By Due Date 3. Review Resource Work Assignments 4. Review Organizational Capacity for Work
  • 22.
  • 23.
    Overall Benefits Most CompleteSharePoint Application for Work Management (Resource, Project, Portfolio) Easily Configurable Solutions Manage “All” types of work in “One” system – Define, Plan, Prioritize, Track all types of work – Multiple Status and Time management capabilities – Reporting for analysis of work completion – Resource Management at different levels of organization
  • 24.
  • 25.

Editor's Notes

  • #5 Process, Needs, Discipline PerspectiveStart anywhere in this process
  • #6 Process, Needs, Discipline PerspectiveStart anywhere in this process
  • #12 Capability Perspective