This document summarizes an enterprise project management solution that provides portfolio management, project management, and resource management capabilities. It discusses deployment approaches, best practices, and the top 10 benefits of the solution. These include standardizing governance processes, prioritizing investments, aligning portfolios with strategy, managing resources effectively, collaborating easily, measuring performance, and realizing quick ROI.

2. Agenda Project & Portfolio Management Overview Office Enterprise Project Management Solution Deployment Approach Top 10 Benefits Contact info

3. Portfolio Management is a Growing Market Gain Visibility & Control Across all Investment Portfolios Application Lifecycle Management (ALM) Build / Update Inventory Derive Assessment Scores Finalize Transformation Decisions Project & Program Management Analyze Portfolio Product Lifecycle Management (PLM) Build / Update Inventory Derive Assessment Scores Finalize Transformation Decisions Analyze Portfolio Portfolio Analytics Develop Business Case Portfolio Prioritization Portfolio Optimization Capacity Planning Portfolio Selection Detailed Planning Execution / Delivery Update Portfolio Inventory

4. Ability to Identify Business Value Potential (Project Portfolio Server 2007) Ability to Realize Business-Value Potential (Project Server 2007) 75% 100% 66% 100% 0% Portfolio Management Project Management 50% Value Realized 50% Value Lost Project Management helps ensure organizations successfully deliver the selected investments and realize the business value Project Portfolio Management: Select & Deliver the Right Investments Portfolio Management enables organizations to identify and select the investments that will maximize business value

5. Project Portfolio Management answers the following questions: Have I selected the right investments? Do the investments align with the strategic objectives? Do I have sufficient resources to deliver the selected investments? Will the investments be delivered on time and within budget? Are my investments delivering the forecast benefits? Portfolio Reporting Benefits Realization Successful Organizations Use Both Disciplines Project Management Project Planning Cost Management Resource Management Time Reporting Change Management Issue Management Project Reporting Collaboration Portfolio Management Portfolio Governance Business Case Dev Benefits Forecasting Prioritization / Valuation Portfolio Optimization Adv Portfolio Analytics

6. Microsoft Office EPM Solution Project & Portfolio Managers Team Members Resource Managers IT Exec Stakeholders

7. What is our EPM Solution? Executives Portfolio Analysts Project Managers Application Managers Line of Business Systems Project Managers Executives Resource Managers Team Members Project Server Gateway

8. EPM Solution Deployment Options Big Bang Approach Phased Approaches Deploy all products within the EPM Solution at the same time Utilize a phased approach to deploy the products within the EPM Solution to address specific pain points Option 2 Phase 1 Phase 2

9. EPM Solution Deployment Best Practice 1 Capture the project request and build detailed business case. Select the optimal project portfolio Export selected projects to Project Server 2007 Track and manage the project to a successful conclusion 2 3 4 5 1 2 3 4 Capacity analysis and detailed project planning 5

10. Predefined workflows help ensure the projects are subject to the appropriate governance controls throughout their life cycle (from proposal to post-implementation) Capture all project requests within a central repository, and define business-case templates to standardize the data collection across the organization Capture Project Requests/Ideas Create: Capture Project Requests in an Enterprise Repository Governance Workflow

11. Build a detailed business case for each project request in accordance with the governance workflow General Information Cost Estimates Resource Estimates Benefit Estimates Strategic Impact Assessment Risk Assessment Create: Business Case Development

12. Use proven techniques to define and prioritize business drivers Derive a priority score to evaluate each project request (that is, strategic value, financial value, risk) Prioritize Business Drivers Prioritize Projects Assess the impact of each project request against the prioritized business drivers Business Drivers Projects Analyze the project portfolio before attempting to make funding decisions Investment Maps Impact Assessment Select: Portfolio Prioritization

13. Use sophisticated optimization algorithms to maximize the portfolio’s strategic value under varying budget constraints (that is, cost and resources) ‘ What If’ Analysis Efficient Frontier Modeling Business Alignment Analysis Benchmark the selected portfolio against the Efficient Frontier Calculate and communicate the selected portfolio’s alignment with the organization’s strategic priorities Select: Portfolio Optimization & Advanced Analytics

14. Office Project Server Gateway Select: Project Server Gateway Utilize the Project Server Gateway to export the selected projects from Office Project Portfolio Server 2007 to Project Server 2007

15. Plan: Capacity Planning Analysis Maximize Resource Utilization Identify skill surpluses and deficits across the planning horizon Finalize project portfolio release schedule Analyze and communicate training and headcount requirements to HR

16. Plan: Detailed Planning Develop Detailed Project Plans Build the detailed project plan (e.g. detailed tasks, milestones etc.) Assign name d / individual resources to the plan Capture inter project dependencies Finalize and baseline project plan Synchronize project level data with Office Project Portfolio Server 2007 via the Project Server Gateway

17. Manage: Track Project Performance Timesheets Status Reports Project Workspaces Task Assignments Issues & Risks Mgmt Collaborate to deliver projects on time and within budget Share essential information through team project workspaces Keep teams aligned through task assignments and timesheet reporting. Proactively predict cost , resource and schedule overruns through KPIs Use built-in integration to communicate project-related information through Microsoft Office system applications. Timesheets Track Progress Project Manager Team Members

18. Manage: Measure Portfolio Performance Transparency, Visibility & Control Build scorecards & dashboards to measure portfolio performance Utilize the flexible reporting infrastructure to standardize and streamline the reporting process across the organization Synchronize project level data with Project Portfolio Server 2007 to enable re-optimization analysis

19. Standardize and automate the governance processes. Capture all investments within a central repository. Objectively prioritize business strategy and competing investments. Align the selected portfolios with the business strategy. Effectively manage resources. Collaborate and coordinate easily. Measure and track portfolio performance. Get more from existing technology investments. Tightly integrate with line of business applications. Quickly realize a return on investment. EPM Solution: Top 10 Benefits

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