This document summarizes a webcast about using Visio Professional 2007 for enterprise project management (EPM) solutions. Visio can be used to visually report on complex project data, build work breakdown structures, and define customized processes for EPM. It enables organizations to better manage projects across departments and consolidate data from multiple sources for executive reporting. Visio is presented as the foundation for building an enterprise project management office (ePMO) and managing the overall EPM process.

1. Visio Professional 2007 for your EPM Process Webcast September 30, 2009 Sharon Summers ITVAMP, LLC a Microsoft partner Ryan Pace Rolanda Rascoe Microsoft Corporation

2. Value of Visio in EPM Solutions Visio can be used in EPM Solutions from both a ‘Top Down’ and ‘Bottoms Up’ perspective to improve Project Management

3. Create Visual Reports Visually report on complex project data Generate reports directly from Microsoft Project and Microsoft SharePoint Server 2007 Better understand key performance indicators, trends, and alternative views Easily configurable templates - Pivot Diagram form Automatically modify the reports as project information changes Display Executive Reports and Proejct Good for Executive Reporting and Project Dashboards 3

6. Visio 2007 enables PMOs to consolidate complex data from multiple sources in order to articulately represent company-wide projects

8. Enterprise Project Management The Management of Projects from an enterprise level. In order to establish an EPM Solution, a Microsoft Technology Solution is installed that provides a shared view to all projects, such as a Project Server. The primary step to building an ePMO (Enterprise Project Management Office) is to build your EPM Process. The Process Tool to the EPM is Visio Professional 2007

9. What can Visio Pro 2007 do?Build your EPM Process Model Visio can directly map process to the Microsoft EPM Tool. Map your technical requirements to the Business Process Helps with understanding the difference between IT Process vs. PMO Process Capture all Audit controls Displays all Associated Artifacts Sees all handoffs Assists in managing communications Know who is performing the work and more

10. Visio a part of the EPM Solution Use Visio as the EPM Process Module for the Microsoft EPM Suite of products Use Visio to build your ePMO Use Visio to manage your PMO Workflow

11. Microsoft EPM Process Capabilities Consistent User Interface EPM Process Automation ePMO Communications Project Portfolio Management PMO Process Project Management Capabilities Resource and Schedule Management Demand Management Portfolio Analytics Governance Workflow Timesheet Reporting Collaboration Portfolio Selection Program Management Collaboration Capabilities Enterprise Content Management Business Process & Forms Business Insight Collaborative Workspaces Search Portal Demand Management Plan & Execute Business Insight

12. Visio, The foundation of the EPM ePMO Universe CMM 6Sig Build Process Install Technology Link Methods PMI SDLC

13. Visio Process WorkflowsThe Foundation of an enterprise PMO Visio is the building Block for an ePMO Build PMO Rules Follow Best Practice Map to Standard Operating Procedures Display EPM Links to Financial and HR Databases or Processes Create PMO standards Flag Sarbanes items Mark PMO & Quality Signoffs Incorporate Stage Gates & Lifecycles Link to any Methodologies

14. Visio Pro 2007 Communicates Track communications in Visio Workflows Flag correspondences via email or phone Note handoffs & key ePMO deliverables Show Meetings Flag SOX controls

15. Visio EPM Workflow Objects Process Steps Roles Inputs/Outputs Communications Handoffs Artifacts Deliverables Controls Approvals Gates

16. Process Leads to Technology ENGINEER RE-ENGINEER Build your EPM with the Best Practice Engineer your EPM Process for your Enterprise PMO Install your EPM Technology

17. Who needs Visio Pro 2007? Resource Analysts Resource Administrators Resource Manager IT Architects Project Administrators Project Coordinators Sr. Project Managers HR Representatives Key Stakeholders Customer Relationship Managers Process Engineers PMO Directors PMO Analysts Portfolio Managers Portfolio Analysts Program Managers Project Managers Financial Analysts Financial Managers Functional & Dept. Managers

18. Chief Executive Officer Admin Assistant IT Director PMO Director Finance Director Audit Director HR Director Business Director Operations Director Marketing Director Marketing Director IT Manager PMO Officer Financial Manager Quality Manager Customer Relationship Manager Functional Manager Operations Manager Marketing Manager Portfolio Manager Resource Manager System Engineer Internal Auditor Product Manager Architect Program Manager Resource Administrator Sales Manager System Administrator Project Manager DB Admin Project Admin HELP DESK Project Leader SME Build your ePMO Organization

19. Visio 2007 ePMO Process Workflow Design Live examples Build your ePMO in Visio Sharon Summers

20. Enterprise Project Manangement Office Builds Sharon Summers President & CEO ITVAMP, LLC partner

21. ITVAMP 12 Key EPM Process Areas Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows

22. ITVAMP’s Framework Level 2Sub-Process Workflow areas EPM Process Visio Workflows Financial Management Portfolio Management Quality Management Resource Management Stage Gate Financial Analysis Resource Allocation Dashboard Reporting Project Registration Resource Optimization Financial Reporting Release Mgmt. Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows

23. ITVAMP Templates & Forms EPM Process Associated Artifacts ITVAMP has a Templates & Forms Library ready for Branding as Artifacts to go along with your Visio 2007 Workflows and designed in the Microsoft Office Suite of products Portfolio Management Dashboard Reporting Dashboard Rpt. Project Registration Registration

24. ITVAMP Turnkey SolutionPMO "Out of the Box" Build from ITVAMP Framework View Best Practice EPM Process Select any EPM Process Area (30d per area) Customize your ePMO Brand Templates & Forms Implement or map to existing EPM Solution, Process or Methodology

25. Take the Suvey and win a Free ePMO Assessment! Current State of High level PMO Framework Review of Methodologies State of EPM Toolset with recommendation ePMO recommendation http://Linke here

26. Contact us! ITVAMP, LLC 200 Campbell Drive, Suite 236 Willingboro, New Jersey 08046 609-532-4430 We Revamp Your IT with Project Management Methodology! http://itvamp.wordpress.com

27. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.