The document presents the benefits of Microsoft Enterprise Project Server (EPM) for effective project and portfolio management, highlighting features like demand management, resource management, financial management, and reporting. It emphasizes the importance of aligning project investments with strategic business objectives and ensuring accountability throughout the project lifecycle. Additionally, the document discusses the critical role of a Project Management Office (PMO) in delivering value and making informed decisions based on factual data.

1. Microsoft Enterprise Project Server (EPM) Benefits
Presented by
Hari Prasad Thapliyal
Agilest & Project Management Trainer, Coach & Consultant
(MBA, MCA, PGDOM, PGDFM, CIC, PMP, PMI-ACP, CSM, SCPO, SDC
PRINCE2-Trainer, Scrum Certified Trainer, Microsoft Certified Trainer, ZED Master Trainer)

2. Where do you find the answers of …
• How many projects are running in the organization?
• What is total fund budgeted for project for this year/ quarter?
• How much has been consumed till now and how much value has been realized till now?
• Are we selecting right project based on organization business drivers or selecting based on emotional
impulse?
• What are the key business drivers for selecting any project?
• Is my organizational strategy matching to the project I am doing?
• I want to see the up to date status of projects department wise, region wise, objective wise, project
manager wise. From where I will get the information?
• Which are the project where I need to pay special attention? Reputation? Financial Risk? New critical
initiative? Brand Initiatives?
• Which are the bleeding projects should be shut off?
• Where putting more funds will bring the results faster?
• What are the project going to come in near future and what is there resource demand?
• Do we need to hire resources to do future projects or just mobilize them from other projects?

3. Task and Timesheet
Management
Portfolio Optimization
and Alignment
Enterprise Reporting
Project
Management
Team
Collaboration
Resource
Management
Microsoft's EPM Solution

4. Portfolio&ProgramManagement
Request Management
Business Case Development
Portfolio Prioritization / Valuation
Governance Process Definition
Portfolio Optimization / Selection
Program & Portfolio Reporting
Benefits Realization
Project Planning
Status Reporting
Resource Management
Time Reporting
Change Management
Earned Value Analysis
Cost Management
Issue Management
Risk Management
ProjectManagement
Business&TechnologyStakeholders
• Portfolio Management
– Have I selected the right project
investments?
– Do the project investments align with our
strategic objectives?
– Do I have sufficient funds and resources to
deliver the selected project investments?
– Are my project investments delivering the
forecasted benefits?
• Project Management
– Who’s available to staff our new projects?
– When will the project really finish and what
will it cost?
– What am I supposed to be delivering this
week?
Microsoft’s EPM Suite
A Solution for the Complete Investment Lifecycle

5. EPM Features
• Demand Management
• Portfolio, Program and Project Life Cycle Management
• Capacity Planning
• Portfolio Selection: Business Strategy Prioritization
• Schedule Management
• Resource Management
• Time and Task Management
• Financial Management
• Team Collaboration
• Reporting and Business Intelligence
• Program Management
• Administration, Deployment and Extensibility
• Document management
• Risks and Issue management
• Workflow Management

6. Feature: Demand Management
• Governance Workflow
• Establish Accountability and Project Lifecycle Approvals
• Capture Project Requests
• Capture Non-project Work
• Configurable Business Case Template
• Business Unit-specific Templates
• Initiate Work from Other Systems
• Best Practice Templates

7. Feature: Portfolio Selection: Business Strategy Prioritization
 Define and Communicate Organization’s Strategy
 Business Unit Specific Business Drivers
 Objectively Prioritize Business Strategy
 Manually Prioritize Strategy
 Prioritize Projects from Varying Dimensions
 Identify Business Dependencies
 Identify Optimal Portfolio within the Constraints
 Include Mandatory Projects and Understand Trade Offs
 Easily Compare Scenarios
 Advanced Portfolio Analytics
 Support Portfolio Analysis throughout Project Lifecycle
 Configurable Views to Support Decision Making

8. Feature: Capacity Planning
 Understand Resource Capacity
 Reschedule Projects to Maximize Resource Utilization
 Model Headcount Decisions
 Easily Compare Capacity Planning Scenarios
 Automate Portfolio Selection

9. Feature: Schedule Management
• Best Practice Project Templates
• Flexible Scheduling Methods
• Top Down and Bottom Up Planning
Support
• Web-based Scheduling
• Advanced Web-based Scheduling
• Effectively Communicate Project
Schedules
• Generate Timeline View
• Easily Move Schedule Data between
Applications
• Initiate Projects from Other Applications
• Excel-Like Ease of Use
• Perform What-if Analysis and Undo Actions
• Model Scheduling Scenarios
• View Impact of Changes
• Schedule Warnings
• Multiple Baseline Support
• Reschedule Uncompleted Work
• Set Project and Task Dependencies
• Specify Project Deliverables
• Versatile Views to Review the Schedule
• Critical Path Identification
• Project and Task Calendars
• Enterprise-wide Resource Pool

10. Feature: Resource Management
• Filter Resources by Business Units
• Automate Resource Pool Creation
• Define Material Resources
• Resource Calendars
• Multiple-skill Resources
• Match Resources Based on Multiple Dimensions
• Capture Resource Demand
• Proposed vs. Committed Bookings
• Support Team Assignments
• Effectively Manage Resources
• Easily Substitute Resources
• Communicate and Delegate Tasks
• Balance Resource Workloads

11. Feature: Time and Task Management
• Web-based Timesheet System
• Consolidated Progress and Time Tracking
• Integrate Time Reporting with Financial Systems
• Create New Tasks for Time Reporting
• Use Outlook to View and Update Tasks
• Communicate on Task Assignments
• Timesheet Approvals
• Multi-Level Timesheet Routing
• Approval Preview
• Control Timesheet Entry
• Submit and Approve Time on Behalf of Others
• Extensible Timesheets

12. Feature: Financial Management
• Project Cost Estimates
• Define Project Benefits
• Define Financial Metrics
• Define High Level Project/Program Budget
• Budget Year Planning Support
• Earned Value Management
• Financial Systems Integration
• Microsoft Platform Applications Integration

13. Feature: Team Collaboration
• Effective Project Team Collaboration
• Customize Project Workspaces for Each Project Type
• Track Project Issues and Risks
• Enterprise Content Management
• Support Common Types of File Formats
• Establish Document Templates
• Document Review and Approval
• Web 2.0 Capabilities
• Intelligent Enterprise Search
• Knowledge Management
• Expanded Knowledge Management and Collaboration

14. Feature: Reporting and Business Intelligence
• Powerful Business Intelligence Center
• Quickly Build and Share Reports
• Surface Information and Deliver Reports through SharePoint
• Multi-Dimensional Decision and Analysis Services
• Departmental Cubes
• Portfolio Views across Entire PPM Lifecycle
• Project Performance Tracking
• Central and Extensible Data Store for All Portfolio Data
• Easily Configurable Dashboards and Views
• Role-based Dashboards
• BI Tools Integration

15. Feature: Program Management
• Program Business Case Definition
• Track Programs throughout PPM Lifecycle
• Associate Projects with Programs

16. Feature: Administration, Deployment and Extensibility
• Built on SharePoint Server
• Consistent, Easy to Use Interface
• Simplified Central Administration
• Flexible and Comprehensive Security
• Delegate Permissions to Other Users
• Centralized Cube Management
• Enterprise Standards with Business Unit
Customization
• Zero Desktop Footprint
• Server and Desktop Scalability
• Wide Area Network Deployments
Support
• Quick Response Time and Efficient
Processing
• Exchange Server Integration
• Extensible and Scalable Interface
• Backward Compatibility for Custom
Applications
• Localized Project and Portfolio
Capabilities
• Line of Business Integration
• Visual Studio Team System Integration

17. Solution Overview: Project Management

18. Project Professional

19. Manage all work,
from simple
proposals to
complex program
Gain transparency
and control across
existing application
portfolios
Enables views that
range from a top-
level program to the
detail tasks in a
subproject
Portfolio Dashboards

20. Solution Overview: Resource Management

21. Enables
resource
demand to be
specified
independent of
assignments in
a project plan
Enterprise Resource Pool

22. Evaluate resource
utilization trends to
determine staffing
strategy
Resource Capacity and Work

23. Resource-leveling
and resource
replacements
Capacity and Workload Planning

24. Solution Overview: Team Collaboration

25. Integrate Issues, Risks, Documents

26. Access and analyze
risks across all projects
from one location
Manage Issues and Risks

27. Manage Risks

28. Solution Overview: Task and Timesheet Management

29. Commitments
can be created
before any
tasks exist in
the project
Manage Tasks and Work

30. Analyze and
approve time
independently of a
project
Enhanced Timesheet Capabilities

31. With outlook
integration,
team members
can view
project
assignments
Outlook Integration

32. Solution Overview: Data Analysis- Report/ Pivot/ Cube

33. View reports
with the
Microsoft Office
programs
Integration with Excel and Visio

34. Integration with Excel and Visio

35. Enable
custom
views and
reports
Advanced Data Analysis (OLAP)

36. Enterprise
reporting with
SQL Server
High Performance Reports (SSRS)

37. Solution Overview: Portfolio Management

38. Manage the
projects
throughout
their entire life
cycle, while
enforcing the
portfolio
governance
framework
Automate Governance Workflow

39. Use templates
to streamline
the collection of
data and
metrics
Portfolio Builder:
Capture Business Cases

40. Create charts and
investment maps to
visually evaluate
competing
investments in
multiple dimensions
Portfolio Optimizer:
Analyze Portfolio Investments

41. Help ensure
that your
portfolios
deliver
maximum
business
value
Portfolio Dashboard:
Track Portfolio Performance

42. Cost of Implementation & Maintenance

43. Components of Cost of Implementation
• Software License Cost
• Hardware / Network/Security Cost
• Implementation Cost
• Maintenance Cost

44. Final Cost
• Depends upon …
• The number of projects will be managed at any point of time
• The number of users accessing the system
• The number of project managers
• Uptime, security required
• Volume of data like project documents, images, video, audio etc
• Degree of customization required
• Number and type of dashboards required

45. Some Final Thoughts on starting a PMO…
• In today's economy, more value is needed now.
• Establishing a PMO that brings recognized value in the first six months of its existence
is critical.
• As plan the PMO implementation, seriously consider establishing visible value to
senior management from the get-go.
• Go after the low-hanging fruit that helps everyone win and the PMO will be on its way.
• Avoid being perceived as sitting in the "Ivory Tower of Project Management
Excellence".
• Build a PMO that will "Deliver Value Now."

46. Answer to All Questions
• How many projects are running in the organization?
• What is total fund budgeted for project for this year?
• How much has been consumed till now and how much value has been realized till
now?
• Are we selecting right project?
• What are the key business drivers for selecting any project?
• I want to see the up to date status of projects department wise, region wise, objective
wise, project manager wise. From where I will get the information?
• Which are the project where I need to pay special attention? Reputation? Financial
Risk? New critical initiative? Brand Initiatives?
• Which are the bleeding projects should be shut off?
• Where putting more funds will bring the results faster?

47. Answer to All Questions
• You get information based on factual data and this helps you in making right decisions
quickly.
• Remember, no decision is not No-Decision but deferred decision.

48. Last words
 You have many competitors in market place
 It does not matter what is your size, how much money you have, or how much power
you have, but how effectively you respond to the changes
 Project Management is about managing change and only those who
 Makes Quicker and intelligent decision
 Corrects the mistakes faster
 Respond to market need faster
 Understand the customer’s emotion on numeric index as well and design their product, service or
results accordingly
Will remain in competition for longer!

49. hari.prasad@vedavit-ps.com
+91 9535999336
https://in.linkedin.com/in/harithapliyal
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