This document provides an overview of Enterprise Project Management (EPM). It defines EPM as taking a holistic view of all project management activities across an organization to support business goals and strategy. EPM is supported by software that provides visibility and management of all projects from demand to reporting. When selecting EPM software, organizations should consider factors like cost, features, methodology support, reporting capabilities, and maintenance/support. EPM software can help align work, enable collaboration, and provide insights to improve project execution across an enterprise.

1. EPM: Who, What, Why and How?
February 2014

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7. Your Presenter
Doug MacNEIL
Consultant
PhDc | PMP | MCITP:EPM
MCT | MCTS | MOS | CNE
DougM@cdh.com

8. Agenda
• Enterprise Project Management (EPM)
– Background
– Breakdown
• Considering EPM tools
• Selection process of EPM
• Q&A – 15 minutes

9. C/D/H Project Management Expertise
C/D/H Project Management Group
–
–
–
–
Three active members
PMI certified
Microsoft certified
Experienced in multiple project management
tools and methodologies
– Experienced in PMO development and
operations

11. What is a project?
―A project is a temporary endeavor undertaken to
create a unique product service or result.‖
Source: (2009) A guide to the project management body of knowledge
(PMBOK guide).Newtown Square, Pa. : Project Management Institute, Inc.,

12. Why Project Management
Project and portfolio management helps
organizations gain visibility and control
across all work. This enhances decisionmaking, improves alignment with business
strategy, maximizes resource utilization, and
enhances project execution

13. You Might be a Project Manager If…
If you're 6 months late on a milestone due
next week, but really believe you can make
it…you just might be a project manager.
(Apologies to Jeff Foxworthy)

14. EPM vs. PM
• What is the difference between Enterprise
Project Management and Project
Management?

15. What is Project Management?
• Project management is the process and
activity of planning, organizing, motivating,
and controlling resources to achieve
specific goals.
Source: Project management. (2014, 02 08). Retrieved from
http://en.wikipedia.org/wiki/Project_management

16. What is Project Management?
The application of knowledge, skills and
techniques to execute projects effectively and
efficiently. It’s a strategic competency for
organizations, enabling them to tie project results
to business goals — and thus, better compete in
their markets.
Source: (2009) A guide to the project management body of knowledge
(PMBOK guide).Newtown Square, Pa. : Project Management Institute, Inc.,

17. What is Enterprise Project
Management?
Enterprise Project Management is a way of thinking,
communicating and working, supported by an
information system that organizes enterprise's
resources in a direct relationship to the leadership's
vision and the mission, strategy, goals and
objectives that move the organization forward.
Simply put, EPM provides a 360 degree view of the
organization's collective efforts.
Source: Enterprise project management. (2013, 12 21). Retrieved from
http://en.wikipedia.org/wiki/Enterprise_project_management

18. What is Enterprise Project
Management?
Enterprise Project Management
Demand
Management
Portfolio
Selection
Work
Planning
Collaboration
& Reporting

19. Enterprise Project Management
• What is the difference between EPM and
PM?
– EPM provides a more complete view of the
organization's combined efforts.
– PM gives a detailed view of a specific project
– It’s all about perspective…

20. Enterprise Project Management

21. Enterprise Project Management

22. Enterprise Project Management

23. Enterprise Project Management
One belief is that EPM is a software tool that
helps plan and implement all projects within
an organization.
Enterprise project management, as implied
by the name, is an enterprise view of all
project management activities and how
these activities contribute to the success of
the organization.
Source: Ireland, L. (2004). Enterprise project management: A strategic
view.

24. Enterprise Project Management
Enterprise project management seeks to
adopt a common, systematic, organizationwide approach to project management in a
multi-project context.
Source: Michael Young, Jill Owen, James Connor,
(2011) "Whole of enterprise portfolio management: A
case study of NSW Government and Sydney Water
Corporation", International Journal of Managing
Projects in Business, Vol. 4 Iss: 3, pp.412 - 435

25. Today
What do YOU use for Enterprise Project
Management now?

26. Project Management ???

27. EPM Software
Enterprise Project Management software is
designed to track the development of
projects, providing project managers and
other team members a single access point
for all the relevant information on any given
project, and/or a collective view of all
projects.

28. EPM Software
• Approximately 500 different EPM
software packages are available today
• These range from free shareware to
software costing thousands of dollars

29. EPM Software

30. EPM Software

31. EPM Software

32. Selection Considerations
•
•
•
•
•
•
General
Projects
Features
Methodology
Reporting
Care and Feeding (Support and
Maintenance)

33. Selection Considerations - General
• Cost
– Structure
– Amount
• Integration
– E-mail
– LOB software
– Other applications
• Client
– Windows
– iOS
– Android
• Brand
• Training
– Availability
– End user’s vs. PM’s
– Vendor vs 3rd party

34. Selection Considerations – General cont’d
• Ease of use
• PMO vs. end user
• Volume
– Number of users
– Number of projects
• Deployment
– On premises
– Cloud/Hosted

35. Selection Considerations - Projects
• Nature of Projects
• Emphasis
– Project
– Portfolio

36. Selection Considerations - Features
• Time reporting and management
• Resource management and planning
• Automation
– Workflows
• Strategic planning capabilities
• Risk and issue management
• Document management

37. Selection Considerations - Methodology
• What is your methodology?
– Agile
– Structured analysis
– Hybrid
– We have none

38. Selection Considerations - Reporting
• Report development
– Internal tools
– External tools
• SQL
• Excel
• Others
• Report presentation (how to share
information)

39. Selection Considerations – Support &
Maintenance
• Depends on approach
– On Premises or Cloud

40. Advantages of the EPM Solution
Align all work with your
strategic objectives
Scale to support distributed
organizations
Enable faster and
broader adoption
Easily integrate and
automate your processes

41. Q & A Session

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