Microsoft PPM helps you deliver on business strategies through high-impact outcomes. You can think of the PPM as a lifecycle which comprises of three phases: Ideate, Plan, and Execute. Ideate: Is the initiation phase in which ideas are collected and projects are proposed. The organization’s business drivers capture the company’s strategy and guide ideation. Plan: This phase includes preliminary planning of the projects at a high level. Microsoft PPM helps prioritize the projects subject to budget and resourcing constraints. Once projects are approved the solution supports detailed and realistic planning. Execute: The goal of this phase is to deliver the projects through collaboration of the involved stakeholders. Built on Microsoft’s cloud Microsoft PPM weaves in cloud services that power the PPM solution with collaboration capabilities, advanced analytics that drive insights and the ability to customize and extend the solution to meet unique needs of your organization.   Microsoft PPM is built on Microsoft’s cloud infrastructure. This means you get enterprise-grade security and compliance, highly secure and geographically diverse data centers, and a 99.9% uptime guarantee.

1. David Rosenthal
VP & GM, Digital Business Solutions
Razor Technology
January 22, 2018
Microsoft Project & Portfolio Management

2. Projects often fall short of their potential
Do the right projects
of surveyed companies
reported high alignment
between projects and strategy
43%
62%
untapped
potential
current
outcomes
Do the projects right
of projects meet their
goals—a number essentially
unchanged since 2012
Project Management Institute. “Pulse of the Profession: The High Cost of Low Performance.” 2016.

3. Microsoft PPM is a comprehensive and intelligent solution that propels successful
execution from strategy to outcomes through the Microsoft Cloud
Strategy OutcomeIdeate Plan Execute
Collaboration
Insights
Extensibility
Microsoft Cloud

4. Microsoft PPM is best equipped to transform
strategy into high-impact outcomes
Ideate
Ideate and develop
project proposals that
advance corporate
strategy
Plan
Select effective
portfolios and
devise pragmatic
project plans
Execute
Orchestrate execution
and help ensure
performance and
outcomes are on track
Collaboration
Boost teamwork
through inherent
collaboration through
Office 365
Insights
Gain at-a-glance
insights to make
informed and timely
decisions
Extensibility
Customize and extend
Microsoft PPM to best
serve the business
environment

5. Ideate
Ideate and develop project proposals
that advance corporate strategy
Encourage ideation
Capture business demand
Translate strategy into actionable goals
Establish standards and governance

6. Establish standards and governance
Configure Microsoft PPM to meet the needs of the business
Use workflows to help ensure projects follow a desired
lifecycle
Create custom templates or reuse out-of-the-box templates
for each type of initiative (e.g., project, program, etc.)
Create custom views and reports for simplified
communications and decision making
Implement and adhere to industry standards and
preferred PPM techniques

7. Translate strategy into actionable goals
Define business drivers to help achieve results that advance corporate strategy
Define business drivers for each portfolio (e.g., product division
portfolio, IT portfolio, etc.)
Develop a quantitative impact scale for each business driver
Assign weights to business drivers to help decision makers
prioritize goals
Communicate business drivers to all stakeholders

8. Capture business demand
Offer a simple way to propose projects
Input demand details, including benefits, estimated costs,
required resources, and the impact on business drivers
Assess all demand types, including large programs and
projects, smaller initiatives, and ongoing work streams
Easily customize data entry forms and approval routing
workflows for each demand type

9. Encourage ideation
Solicit ideas from across the organization and manage ideation funnel
Empower individuals by including them in the ideation process
Energize brainstorming through a collaborative ideation
approach
Control the ideation funnel to give structure to the ideation
process and help ensure the right ideas are selected
Create custom mobile apps to capture ideas on the go

10. Plan
Select effective portfolios and devise
pragmatic project plans
Conduct high-level portfolio planning
Select the right projects
Develop realistic project plans
Manage resource demand and assignments
Manage large programs

11. Conduct high-level portfolio planning
Gain immediate insights into benefits, costs, and strategic alignment of proposed projects
Identify and visualize the impact project proposals have on
defined business drivers
Quickly understand the benefits, costs, and strategic
alignment of proposed portfolios

12. Select the right projects
Devise portfolios that maximize benefits and honor constraints
Feed the optimization model with resource and financial
constraints
Force mandatory, preapproved projects, like regulatory
initiatives, into the portfolio
Model what-if scenarios to compare alternative portfolios
for more informed portfolio selection
Formalize project approvals by selecting the optimal portfolio
Perform ongoing portfolio optimization as new work
emerges or business priorities change
According to Forrester, 75% of surveyed companies
experienced better strategic and organizational alignment
with Microsoft PPM
Forrester. “The Total Economic Impact of Microsoft Office 365 PPM.” 2015.

13. Develop realistic project plans
Converge data points from across the business to create an accurate execution plan
Get started fast with premade templates, or build one
from scratch to meet specific requirements
Create a work breakdown structure (WBS), map task
dependencies and estimate work and task durations
Forecast role-based demand for resources
Devise a realistic project plan that considers
multiple planning dimensions like resource availability,
task dependencies etc.

14. Manage resource demand and assignments
Support project goals and the execution plan through thoughtful resource management
Compare resource demand forecasts to availability using
visualized heat maps
Assign specific resources or formalize requests with a built-in
engagement process for project and resource (line)
managers

15. Manage large programs
Meet the unique management needs of large programs
Establish program-specific standards, like templates,
views, and reports
Segregate program segments across different project
managers as a best practice for managing large initiatives
Use built-in collaboration tools to drive alignment
and boost communications among program teams
Gain program insights with detailed and highly
visual reports

16. Execute
Orchestrate execution and help ensure
performance and outcomes are on track
Boost efficiencies with self-reliant teams
Assess the impact of new and updated work
Visualize project metrics with built-in reports
Gain at-a-glance portfolio insights

17. Boost efficiencies with self-reliant teams
Empower team members to propose changes and submit time and task updates from anywhere
Enter time and task status updates for all project and
non-project work in a single place
Empower team members to add new tasks and amend
assigned work as projects evolve
Encourage individuals to self-assign to “team tasks”

18. Assess the impact of new and updated work
Understand how resource and budget requirements change as projects evolve
Regulate change management by vetting submitted updates
Compare progress updates to baseline plans to assess the
impact on project goals
Adjust and formalize project plans by publishing
modifications for all stakeholders to see

19. Visualize project metrics with built-in reports
Instantly create a variety of status reports to track and communicate performance
Create powerful status reports (see partial list below) in one
click to track progress and identify negative trends in progress
• Burndown
• Cost Overview
• Overallocated Resources
• Earned Value
Leverage rich Power BI dashboards and reports to
communicate project status and grab management’s attention

20. Gain at-a-glance portfolio insights
Roll-up portfolio status highlights and steer executives to appropriate corrective actions
Customize insightful dashboards and reports to reflect
portfolio performance at a glance
Help executives immediately identify root causes and drill into
supporting data for informed and timely decisions
Juan Manuel Sánchez-Quinzá,
Director, Project Office, ABANCA
Financial Services
“A great advantage of Project Online is that senior
management can get an updated report on each
project and obtain a global view. Before, we invested
considerable time and resources in creating reports,
but now the process is quick and agile.”

21. Collaboration
Boost teamwork through inherent
collaboration through Office 365
Collaborate in the cloud
Streamline information-sharing

22. Collaborate in the cloud
Leverage the Microsoft Cloud to boost coordination across project teams
Work across familiar, collaboration tools in Office 365 to drive
better outcomes through more connected teams
Enable real-time access to project information from virtually
anywhere to connect geographically dispersed project teams
Leverage native mobile apps for collaboration on the go
Launch ad hoc communications with Skype for Business for
accelerated decision making

23. Streamline information-sharing
Collaborate on all pertinent project information to increase efficiencies and quality
Share plan updates with team members to reduce time-
consuming status meetings
Provide project teams a single repository in the cloud to store
and share project documents
Host all team discussions in one place using an intuitive
social feed
Surface and manage risks and issues in SharePoint Online

24. Insights
Gain at-a-glance insights to make
informed and timely decisions
Derive advanced analytics with Power BI
Visualize data in new ways

25. Derive advanced analytics with Power BI
Build custom dashboards and reports to see PPM data in different, more-applicable ways
Build and share custom Power BI dashboards and reports using
a variety of visualizations, like maps, to meet specific needs
Integrate data from multiple sources (e.g., Microsoft PPM,
financial systems, etc.) into Power BI analytics
Perform ad hoc analysis with natural language query and
built-in predictive analytics capabilities
Access Power BI dashboards and reports from virtually
anywhere to make informed decisions on the go

26. Visualize data in new ways
Discover new insights with a Power BI Content Pack built for Project Online
Download Power BI templates from a newly released Content
Pack for Project Online
Choose from 13 different templates that visualize data under
three lenses:
• All-up portfolio
• Resource management
• A single project
View Content Pack templates and resulting data dashboards on
a native Power BI iPad app built for Project Online

27. Extensibility
Customize and extend Microsoft PPM
to best serve the business environment
Manage projects your way
Use the right tool for the job
Enhance and tailor the PPM experience
Take PPM to the next level of intelligence

28. Manage projects your way
Gain project management flexibility with native agile and waterfall support
Leverage agile templates, reports, and Scrum- or Kanban-style
board views to track projects your way
Create new agile projects or apply agile views to existing
waterfall projects
Use a combination of agile and waterfall methodologies for a
bimodal, balanced approach to meet specific project needs

29. Use the right tool for the job
Tap into the Microsoft productivity ecosystem for more project management options
Enable casual work managers to track task-based initiatives
more effectively with Office 365 Planner
Connect Project tasks to Planner plans so all stakeholders can
see progress updates in their solution of choice
Use tools like Visual Studio Team Services (VSTS) or JIRA for
software development projects
Embrace multiple tools and methodologies to match the
preferences of different project managers and teams

30. Enhance and tailor the PPM experience
Customize user experiences with enhanced apps and partner solutions
Create codeless PPM apps to enhance mobility and other
scenarios, like ideation, with PowerApps
Download specialized PPM add-ins developed by trusted
Microsoft PPM partners from AppSource
Leverage partner solutions to integrate Microsoft PPM with
third-party systems, like SAP or JIRA
Develop custom integrations and workflows with Azure Logic
Apps and Flow
Rely on in-house development capabilities to build custom
solutions using a dedicated Software Development Kit (SDK)

31. Take PPM to the next level of intelligence
Harness a variety of powerful Microsoft intelligence solutions to boost PPM efficiencies
Pair big data with Cortana Intelligence Suite to perform
predictive analytics and surface powerful insights
Include inputs from connected IoT devices for scenarios like
preventative maintenance projects
Use Microsoft bots for labor-intensive and low-return PPM
chores
Derive insights from text, speech, and visuals with APIs from
Microsoft Cognitive Services

32. Value of Microsoft
Harness cutting-edge cloud technology to
boost the Microsoft PPM experience

33. Build on a leader in PPM
Microsoft PPM a leader in market and analyst reports
20 million users at more than 15,000 companies worldwide

34. Company-wide and scenario-specific
One platform that meets PPM needs across industries and scenarios
“Microsoft Project improves the
preparation of reliable project
schedules, the staff’s view of the
progress of projects, the anticipation
and resolution of problems, and
facilitates communication within the
teams. It is, without doubt, an
important factor for improving
project management.”
Christian Borel
Central PMO Manager
Airbus Group
Large program
Kirt Eberts
IT Manager, Enterprise Scheduling Team
Intel
“We can consolidate
applications onto the
Project platform… With the
rich functions and features of
Project, we no longer need to
buy other products.”
IT PPM
Alain Simard
Project Control Officer, Portfolio and
Project Management, Cascades
Canada
“With Project Online, we are
able to continuously
implement the right projects
that align with Cascades
business strategy and then
execute those projects
efficiently.”
Services

35. Harness the power of the Microsoft Cloud
Incorporate other Microsoft Cloud services for a powerful PPM solution
Enjoy all the benefits of the Microsoft Cloud, a leader in
public cloud, through Microsoft PPM
Adhere to broader cloud strategy by adding
Microsoft PPM
Leverage a broad set of innovative cloud services to
satisfy growing PPM needs
PlannerAzure
VSTSPower BI
Office 365 Dynamics 365
Microsoft PPM
Microsoft
Cloud

36. Continuous PPM innovation
Benefit from accelerated delivery of new PPM capabilities through the cloud
M i c r o s o f t
PPM S a a S
Getting started
experience
OData in
SSIS
Accelerated
reporting
Power BI
integration
Unlimited
instances
Heatmaps
Server 2016
Accessibility
PSA
connector
Advanced team
collaboration
30,000
projects online
Multiple
timelines
Resource
Engagement
Planner
connectivity
Refreshed Power BI
Content Pack
Native agile
support

37. Be compliant and gain peace of mind
Microsoft PPM is built on the highly secure, private, and compliant Microsoft Cloud
Microsoft holds key certifications and attestations across
various industries
Standard Industry or government
“At Microsoft, we believe that for the full benefits of
these new technologies to be realized, we must build a
solid foundation of trust. …To earn your trust, we have
pledged to build Microsoft’s cloud services on four
foundational principles: security, privacy and control,
compliance, and transparency.”
Brad Smith
President and Chief Legal Officer
Microsoft
HIPAA/HITECH Healthcare
SOC 1, 2 & 3 Financial Services
FERPA Education
FedRAMP United States
EU Model Clauses European Union
EU-US Privacy Shield European Union & United States
Canadian Privacy Laws Canada
ISO 27001 & ISO 27018 Broad IT security
GDPR (2018) European Union
DPAs
Applies to more than 40 specific
security commitments worldwide
For more information please visit:
https://www.microsoft.com/trustcenter

38. Drive successful implementation and adoption
Take advantage of Microsoft programs and a trusted partner network to achieve success
Simplify implementation with dedicated Microsoft programs
for adoption acceleration, like FastTrack
Choose from hundreds of Microsoft PPM partners for support
in implementation and faster value realization
Benefit from the familiarity of an intuitive Office 365
experience
Rely on Microsoft standard support options and free, online
training to boost user adoption
301%
is the expected ROI for
companies that adopt
Microsoft PPM
6.7months
is the expected payback
period for companies that
adopt Microsoft PPM
Forrester. “The Total Economic Impact of Microsoft Office 365 PPM.” 2015.
Claus Paulsen
CIO, DT Group
Retail
“The initial implementation of Project Online took very little
time. We started with the portfolio management part and
got the overviews that we wanted. Many project managers
were familiar with the tool, and getting the collaboration sites
to the project was a great advantage to them.”

39. Choose the best-fit Microsoft PPM solution
A variety of Microsoft PPM products, built on the Microsoft Cloud, meet almost any need
Benefits of
cloud licensing
Per user,
not per device
Subscription
model
Lower cost
of entry
Predictable
budgeting
Up-to-date
software
User role Product Price
Portfolio managers
Resource managers
Project Online Premium
XX
per user per month
Team members Project Online Essentials
XX
per user per month
Project managers Project Online Professional
XX
per user per month
Kim Etheridge
Head of P3O Centre of Excellence, Capita
Professional Services
“The answer was almost knocking on my
door, telling me that it would be 50 percent
cheaper for us … to move everything onto
Microsoft Project Online. … The list of benefits
in terms of fulfilling our collaborative mission
was enormous.”

40. Stay connected
Public website
https://products.office.com/project
Social media outlets
Microsoft
Project
@project
Microsoft Project
Professionals Network
User feedback portal
http://microsoftproject.uservoice.com

41. © Copyright Microsoft Corporation. All rights reserved.
Contact us for additional information &
deployment offers
David.Rosenthal@razor-tech.com