Live Demo:Microsoft PSA: Service Automation in Action

Darrin Lange, Director of Operations, Advaiya Inc.

September 07, 2016Scott Daley,Director, EPM Microsoft

About the Speaker Darrin Lange, PMP Director of Operations at Advaiya Solutions, Inc. Two decades of diverse project management experience in

the Information Technology industry

Scott Daley Director - EPM, Microsoft

Leads the Microsoft Project Service Automation sales effort in the Western US and Latin America

Agenda

• Intro to Project Service Automation (PSA)• How it benefits you• Demo

Transformative service with Project ServiceProject Service is an end-to-end solution that extends Microsoft Dynamics CRM to provide a single system of customer engagement for project sales, resourcing, delivery and billing.

Projectplanning

Resourcemanagement

Teamcollaboration

Customerbilling

Analytics andintegration

Opportunitymanagement

Time andexpenses

What’s top of mind for project service leaders

Deepen engagement

Empower professionals

Optimize growth

Value along the entire customer journey

Engage Deliver

Manage

Customer Journey

Customer

Employees

Organization

A core part of our Microsoft service experience

COO / Practice Director

Account Manager

Resource Manager

Project Manager

Team Member

End Customers

Projectplanning

Resourcemanagement

Teamcollaboration

Customerbilling

Analytics andintegration

Opportunitymanagement

Time andexpenses

Mobile Cloud Global

...

About Advaiya

EPM services and activitiesPortfolio, Program, and Project Governance and Management

EPM Lifecycle

Workshop for gathering and analyzing business requirements for EPM Solution

Business Strategy Workshops Project Management Maturity

Assessment EPM Feasibility Study ROI and TCO Study

Create EPM Environment Integrate, automate and connect

EPM solution with other LOB (line of business) applications

Archive, Backup and Restore Solution Implementation

Custom Enhancements, reporting and dashboards

Custom SharePoint and Project Server Development

UAT, Testing and Piloting with real customer scenario

Training for executives, project managers, users and administrators

Support Services

EPM Architecture Design Capacity management Workload identification EPM Usage Scenario User Profiles and Security Model Application Security Project Management Best

Practices Development & Deployment

Solution Discovery Projectize Deploy Train and Support

Serv

ices

Activ

ities

Project Process and Workflow study

Business Drivers 3P Analysis

Map technology capabilities Identify component POCs needed Conduct PoCs Solution Charter Earned Value Management

and Reporting

Global resource pool Enterprise custom fields for

projects, resources and tasks Project Workspace configuration

and customization Custom project center views Enterprise Application Integration Custom Components Enterprise Project Dashboards Departmental Dashboards

On-site support Training Webcasts/online training Content development Online support

Implementation Implementation of integrated

Microsoft EPM 2010 and ALM (TFS) solution at leading IT/ITES organization

Microsoft Project Server 2013 and SharePoint Server 2013 deployments

Project Portfolio Management deployment for Chief Executive Office

Adoption, Training and support Developed and delivered 400 level technical

and architectural training to a telco Conducted a partner training on architecture, deployment,

integration and customization of EPM Solution Enterprise Project Management (EPM) Demo for technical

decision makers.

Integration and Customization Innovation Process Management Solution Geographic Information System (GIS)

Integration into Project Professional Custom reports and dashboards at multiple governance levels Integrated solution for data synchronization with LOB

applications such as PeopleSoft and SalesForce at an ITES company

Strategy and Consulting Industry specific PPM approach

development for Microsoft Corp. Executive business priority identification sessions EPM assessment done for a large bank to

evaluate the current maturity and presented the EPM solution roadmap

Relevant Advaiya Experience

Our agile approach in six weeks

Prep Next Jumpstart Offering

Develop

Desi

gn a

nd D

evel

op

Depl

oy a

nd S

uppo

rt

Develop and Testing

Analysis

Week 1

Week 2

Week

3

Week 4

Week 5

Week

6

• Determine project scope• Facilitate Kick-off Workshop• Walk through Out-of-the-box solution

• Explore key pain points goals

• Analyze up to four (4) project service workloads

• Conduct fit-gap analysis• Create functional

requirements document (FRD)

• Provision trial Project Service Automation environment

• Prioritize requirements and use cases

• Prepare Solution Design Document (SDD)

• Configure core entities• Provide data map templates• Configure workflows• Configure user security roles• Configure standard features –

Dashboards, Project Templates, etc.

• Test solution

• Prepare deployment plan• Demo live solution to BDM• Provide overview of solution via

“train-the-trainer” session

Planning

Select clientele

Demo

Questions ?

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For more details, please e-mail to:

Darrin Lange: Darrin.Lange@advaiya.com

Scott Daley: sdaley@microsoft.com

Thank you!