Poly’s Product Development Strategy and how they implemented Microsoft PPM

1. Microsoft Project
PPM Summit
Kimberlee Day & Jacques Goupil
April 23rd ,2019

2. Speakers
Director, IT Employee Enablement
Kimberlee has experience as a Project Manager, PPM
Implementor, and PMO Director. In her current role, Kimberlee
provides the solutions and support that simply allow Poly’s
employees to get their jobs done. This includes the Microsoft
technologies that enable Poly’s users to exchange email, share
files, host meetings, collaborate, and more – all of the essential
tasks for managing large portfolios of work.
Director
Jacques has over 25 years of professional experience in project
management software design, implementation, and
development. Coming from a Program Management
background, Jacques has successfully implemented PMOs at
many Top 50 firms and he shares his experience and knowledge
as a guest speaker and panelist at several industry conferences.
Kimberlee Day Jacques Goupil

3. About Poly
Poly is the global communications company that powers
human connection and collaboration. Poly combines legendary
audio expertise and powerful video and conferencing
capabilities to overcome the distractions, complexity and
distance that make communication in and out of the workplace
challenging. Poly believes in solutions that make life easier
when they work together and with our partner's services. Our
headsets, software, desk phones, audio and video
conferencing, analytics and services are used worldwide and
are a leading choice for every kind of workspace.

4. 6,000+
Knowledge
Workers
Worldwide
Powering Meaningful Human Connections
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Rebranded
March 2019 as
Poly
Market
leader
in the UC&C
endpoint market
$2B
in Market Value
as a result of
acquisition

5. Migration to Project Online

6. Poly - New Product Development (NPD)

7. NPD – Long History of Microsoft PPM
S t a r t e d w i t h
CONSIST ENC Y
WITH OFFICE
SHAREPOI N T
INTEGRA TI O N
CONSOLIDAT ED
PPM SOLUTI O N
Getting Started
Experience
ODATA in
SSIS
Project Lite
Increased
PWA Instances
SSIS Delta
Updates
Resource
Engagements
Power BI
Content Pack
Dashboard
iPad App
Time Reporter
Mobile App
INITIAL
ENTERPRI S E
PROJECT MGMT

8. 215
Active
Projects
NPD Project Online Current Profile
,
Over
20 SSRS & Power
BI Reports
50 Enterprise
Custom Fields
Resources

9. Business Case to Migrate to Project Online
Project
Server 2010
and Windows
Servers
nearing/at
end of
support
IT’s “Cloud
First”
Strategy
New Features
Since Project
Server 2010
• Performance
• OData Reporting
• Mobile and
Alternative
Browser Access
• Web-based
schedule editing
• SharePoint
Project Site
Enhancements
Microsoft
O365
Integration
• Teams
• Power BI
Opportunity
to simplify an
unnecessarily
complex
configuration

10. Migration Requirements and Approach
Minimal
Downtime
Seamless
Migration
Realtime
Data with
Minimal
Support
Simplification
& Redesign of
Customizations
• Content migrated in
advance
• Delta updates
migrated over a
weekend
• All active Projects,
Sites, Resources, and
Permissions migrated
• Project Site Template
and other
customizations
created in Dev
Environment and
testing prior to
Migration
• Realtime access to
project data files
• Near realtime
reporting data
• Project Online, Azure
VMs and Azure
Playbooks resolve
need for any on-prem
servers or services
• Reduced number of
fields
• Only required
customizations
recreated and
updated
• Custom Data
Warehouse solution
to support a reduced
set of SSRS reports

11. Poly Project Online Solution

12. Active Directory Sync
Azure hosted sync to source unique attributes like Manager and
Resource Location from AD into Project Online resource pool

13. Inherit Site Permissions
Azure hosted job to set new project sites located outside the PWA site
collection to inherit permissions for a low maintenance security model

14. Project Site Deliverable Tracking
Innovative view to show stakeholders the immediate status of
deliverables

15. Data Warehouse Solution
Moves data to an Azure hosted Data Warehouse for ease of reporting
and change tracking

16. Project Site Embedded Reports
Status reports embedded in project sites

17. SQL Server Reporting Services (SSRS) Reports
Data Warehouse supports legacy SSRS Reports that were easily
converted

19. Collaboration with Teams

20. Poly and Microsoft Teams
• With Products for Skype and now Teams, Poly is an early adopter of Teams
• Project Online Migration project was run on Teams – meetings, conversations,
supporting documentation, deliverables
• Teams is an essential tool for all projects

21. Microsoft Teams
Microsoft Teams is a digital hub that brings conversations, content,
and apps together in one place
• Chat-based work space
• Designed to generate ideas freely and allow them to grow organically

22. Collaborative Components of Teams
22
Activity – See @ mentions here, replies and notifications
Chat – All your 1:1 chats and group chats
Teams – All your teams
Meetings – Your calendar
Files – your files

23. We Would Love to Connect With
You! • Open the LinkedIn App and make sure
you activate Bluetooth on your mobile
device.
• In the LinkedIn mobile app, tap the My
Network tab.
• Tap Find nearby at the top of the
screen.
• Tap ENABLE NEARBY > tap ALLOW.
• Once you've enabled Bluetooth sharing,
you can discover others nearby while
viewing the Find Nearby screen.
• You'll see a list of people who currently
have the Find Nearby feature active. Tap
the name of the member's profile you
want to view.
• If that member is a connection, you can
send them a message. If not, you can
invite them to connect.

24. Fill Out PPM Works Sign Up Sheet
Through Microsoft Forms
• Hover over the QR code with your camera
on
• Click open “forms.office.com” in your
browser
• Fill out the form

25. Question and Answer

26. Thank you