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, 2009Sharon Summers ITVAMP, LLCa Microsoft partnerRyan PaceRolanda RascoeMicrosoft Corporation

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

3. Create Visual ReportsVisually report on complex project dataGenerate reports directly from Microsoft Project and Microsoft SharePoint Server 2007Better understand key performance indicators, trends, and alternative viewsEasily configurable templates - Pivot Diagram formAutomatically modify the reports as project information changesDisplay Executive Reports and Proejct Good for Executive Reporting and Project Dashboards3

4. Build Your WBS in VisioBuild your Work Breakdown Structures Right in Visio.Free WBS Modeler Add-in can be downloaded from Microsoft.com or Visio toolbox.comExport you WBS right into Microsoft ProjectCreate your PMO Process with the Visio ModelerCUSTOM NOTATION PROCESSCreate a customized drawing in VisioUse WBS Modeler to map drawing data to Microsoft Project formatExport to Microsoft ProjectDefine project plan and details in Microsoft ProjectImport data back to Visio for a visual representationModify data on the spot in VisioExport data to Microsoft ProjectManage ongoing project details in Microsoft ProjectThis enables you to work with information in a way that is unique to your project, organization, and/or industry4

5. Organizational Value of Visio Pro 2007Visio 2007 provides value to the Project Management Office (PMO) as well as individual departments within an organizationVisio 2007 enables individual departments to easily create, manage, and represent projects

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

7. Facilitates valuable reporting to executive management

8. Enterprise Project ManagementThe 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 ModelVisio can directly map process to the Microsoft EPM Tool.Map your technical requirements to the Business ProcessHelps with understanding the difference between IT Process vs. PMO ProcessCapture all Audit controlsDisplays all Associated ArtifactsSees all handoffsAssists in managing communications Know who is performing the work and more

10. Visio a part of the EPM SolutionUse Visio as the EPM Process Module for the Microsoft EPM Suite of productsUse Visio to build your ePMOUse Visio to manage your PMO Workflow

11. Microsoft EPM Process CapabilitiesConsistent User InterfaceEPM Process AutomationePMO CommunicationsProjectPortfolioManagementPMO ProcessProject Management CapabilitiesResource and Schedule ManagementDemand ManagementPortfolio AnalyticsGovernance WorkflowTimesheetReportingCollaborationPortfolio SelectionProgram ManagementCollaboration CapabilitiesEnterprise Content ManagementBusiness Process & FormsBusiness InsightCollaborative WorkspacesSearchPortalDemandManagementPlan & ExecuteBusiness Insight

12. Visio, The foundation of the EPMePMO UniverseCMM6SigBuild ProcessInstall TechnologyLink MethodsPMISDLC

13. Visio Process WorkflowsThe Foundation of an enterprise PMOVisio is the building Block for an ePMOBuild PMO RulesFollow Best PracticeMap to Standard Operating ProceduresDisplay EPM Links to Financial and HR Databases or ProcessesCreate PMO standardsFlag Sarbanes itemsMark PMO & Quality Signoffs Incorporate Stage Gates & LifecyclesLink to any Methodologies

14. Visio Pro 2007 CommunicatesTrack communications in Visio WorkflowsFlag correspondences via email or phoneNote handoffs & key ePMO deliverablesShow MeetingsFlag SOX controls

15. Visio EPM Workflow ObjectsProcess StepsRolesInputs/OutputsCommunicationsHandoffsArtifactsDeliverablesControlsApprovalsGates

16. Process Leads to TechnologyENGINEERRE-ENGINEERBuild your EPM with the Best PracticeEngineer your EPM Process for your Enterprise PMOInstall your EPM Technology

17. Who needs Visio Pro 2007?Resource AnalystsResource AdministratorsResource ManagerIT ArchitectsProject AdministratorsProject CoordinatorsSr. Project ManagersHR RepresentativesKey StakeholdersCustomer Relationship ManagersProcess EngineersPMO DirectorsPMO AnalystsPortfolio ManagersPortfolio AnalystsProgram ManagersProject ManagersFinancial AnalystsFinancial ManagersFunctional & Dept. Managers

18. Chief Executive OfficerAdmin AssistantIT DirectorPMO DirectorFinance DirectorAudit DirectorHR DirectorBusiness DirectorOperations DirectorMarketing DirectorMarketing DirectorIT ManagerPMO OfficerFinancial ManagerQuality ManagerCustomer Relationship ManagerFunctional ManagerOperations ManagerMarketing ManagerPortfolio ManagerResource ManagerSystemEngineerInternal AuditorProduct ManagerArchitectProgram ManagerResource AdministratorSales ManagerSystem AdministratorProject ManagerDB AdminProject AdminHELP DESKProject LeaderSMEBuild your ePMO Organization

19. Visio 2007 ePMO Process Workflow DesignLive examples Build your ePMO in VisioSharon Summers

20. Enterprise Project Manangement Office BuildsSharon SummersPresident & CEOITVAMP, LLCpartner

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

22. ITVAMP’s Framework Level 2Sub-Process Workflow areas EPMProcessVisio WorkflowsFinancial ManagementPortfolio ManagementQuality ManagementResource ManagementStage GateFinancialAnalysisResource AllocationDashboardReportingProject RegistrationResourceOptimizationFinancialReportingReleaseMgmt.Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows

23. ITVAMP Templates & FormsEPM 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 productsPortfolio ManagementDashboardReportingDashboard Rpt.Project RegistrationRegistration

24. ITVAMP Turnkey SolutionPMO "Out of the Box"Build from ITVAMP FrameworkView Best Practice EPM ProcessSelect any EPM Process Area (30d per area) Customize your ePMOBrand Templates & FormsImplement 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 FrameworkReview of Methodologies State of EPM Toolset with recommendationePMO recommendationhttp://Linke here

26. Contact us!ITVAMP, LLC200 Campbell Drive, Suite 236Willingboro, New Jersey 08046609-532-4430We 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.