Microsoft Enterprise Project Server (EPM) Benefits

Where do you find the answers of …

• How many projects are running in the organization? • What is total fund budgeted for project for this year/ quarter? • How much has been consumed till now and how much value has

been realized till now? • Are we selecting right project or selecting based on impulse? • What are the key business drivers for selecting any project? • Is my organizational strategy matching to the project I doing? • I want to see the up to date status of projects department wise,

region wise, objective wise, project manager wise. From where I will get the information?

• Which are the project where I need to pay special attention? Reputation? Financial Risk? New critical initiative? Brand Initiatives?

• Which are the bleeding projects should be shut off? • Where putting more funds will bring the results faster?

Microsoft's EPM Solution

Task and Timesheet

Management

Portfolio Optimization

and Alignment

Enterprise Reporting

Project

Management

Team

Collaboration Resource

Management

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Business Case Development

Portfolio Prioritization / Valuation

Governance Process Definition

Portfolio Optimization / Selection

Program & Portfolio Reporting

Benefits Realization

Project Planning

Status Reporting

Resource Management

Time Reporting

Change Management

Earned Value Analysis

Cost Management

Issue Management

Risk Management

Pro

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Microsoft’s EPM Suite

A Solution for the Complete Investment Lifecycle

• Portfolio Management

– Have I selected the right project investments?

– Do the project investments align with our strategic objectives?

– Do I have sufficient funds and resources to deliver the selected project investments?

– Are my project investments delivering the forecasted benefits?

• Project Management

– Who’s available to staff our new projects?

– When will the project really finish and what will it cost?

– What am I supposed to be delivering this week?

EPM 2010 Features

Portfolio, Program and Project Life Cycle Management • Demand Management • Portfolio Selection: Business Strategy Prioritization • Capacity Planning • Schedule Management • Resource Management • Time and Task Management • Financial Management • Team Collaboration • Reporting and Business Intelligence • Program Management • Administration, Deployment and Extensibility • Document management • Risks and Issue management

Feature: Demand Management

– Governance Workflow

– Establish Accountability and Project Lifecycle Approvals

– Capture Project Requests

– Capture Non-project Work

– Configurable Business Case Template

– Business Unit-specific Templates

– Initiate Work from Other Systems

– Best Practice Templates

Feature: Portfolio Selection: Business Strategy Prioritization

– Define and Communicate Organization’s Strategy – Business Unit Specific Business Drivers – Objectively Prioritize Business Strategy – Manually Prioritize Strategy – Prioritize Projects from Varying Dimensions – Identify Business Dependencies – Identify Optimal Portfolio within the Constraints – Include Mandatory Projects and Understand Trade Offs – Easily Compare Scenarios – Advanced Portfolio Analytics – Support Portfolio Analysis throughout Project Lifecycle – Configurable Views to Support Decision Making

Feature: Capacity Planning

– Understand Resource Capacity

– Reschedule Projects to Maximize Resource Utilization

– Model Headcount Decisions

– Easily Compare Capacity Planning Scenarios

– Automate Portfolio Selection

Feature: Schedule Management

– Best Practice Project Templates

– Flexible Scheduling Methods

– Top Down and Bottom Up Planning Support

– Web-based Scheduling

– Advanced Web-based Scheduling

– Effectively Communicate Project Schedules

– Generate Timeline View

– Easily Move Schedule Data between Applications

– Initiate Projects from Other Applications

– Excel-Like Ease of Use

– Perform What-if Analysis and Undo Actions

– Model Scheduling Scenarios

– View Impact of Changes

– Schedule Warnings

– Multiple Baseline Support

– Reschedule Uncompleted Work

– Set Project and Task Dependencies

– Specify Project Deliverables

– Versatile Views to Review the Schedule

– Critical Path Identification

– Project and Task Calendars

– Enterprise-wide Resource Pool

Feature: Resource Management

– Filter Resources by Business Units – Automate Resource Pool Creation – Define Material Resources – Resource Calendars – Multiple-skill Resources – Match Resources Based on Multiple Dimensions – Capture Resource Demand – Proposed vs. Committed Bookings – Support Team Assignments – Effectively Manage Resources – Easily Substitute Resources – Communicate and Delegate Tasks – Balance Resource Workloads

Feature: Time and Task Management

– Web-based Timesheet System – Consolidated Progress and Time Tracking – Integrate Time Reporting with Financial Systems – Create New Tasks for Time Reporting – Use Outlook to View and Update Tasks – Communicate on Task Assignments – Timesheet Approvals – Multi-Level Timesheet Routing – Approval Preview – Control Timesheet Entry – Submit and Approve Time on Behalf of Others – Extensible Timesheets

Feature: Financial Management

– Project Cost Estimates

– Define Project Benefits

– Define Financial Metrics

– Define High Level Project/Program Budget

– Budget Year Planning Support

– Earned Value Management

– Financial Systems Integration

– Microsoft Platform Applications Integration

Feature: Team Collaboration

– Effective Project Team Collaboration

– Customize Project Workspaces for Each Project Type

– Track Project Issues and Risks

– Enterprise Content Management

– Support Common Types of File Formats

– Establish Document Templates

– Document Review and Approval

– Web 2.0 Capabilities

– Intelligent Enterprise Search

– Knowledge Management

– Expanded Knowledge Management and Collaboration

Feature: Reporting and Business Intelligence

– Powerful Business Intelligence Center – Quickly Build and Share Reports – Surface Information and Deliver Reports through

SharePoint – Multi-Dimensional Decision and Analysis Services – Departmental Cubes – Portfolio Views across Entire PPM Lifecycle – Project Performance Tracking – Central and Extensible Data Store for All Portfolio Data – Easily Configurable Dashboards and Views – Role-based Dashboards – BI Tools Integration

Feature: Program Management

– Program Business Case Definition

– Track Programs throughout PPM Lifecycle

– Associate Projects with Programs

Feature: Administration, Deployment and Extensibility

– Built on SharePoint Server 2010

– Consistent, Easy to Use Interface

– Simplified Central Administration

– Flexible and Comprehensive Security

– Delegate Permissions to Other Users

– Centralized Cube Management

– Enterprise Standards with Business Unit Customization

– Zero Desktop Footprint

– Server and Desktop Scalability

– Wide Area Network Deployments Support

– Quick Response Time and Efficient Processing

– Exchange Server Integration

– Extensible and Scalable Interface

– Backward Compatibility for Custom Applications

– Localized Project and Portfolio Capabilities

– Line of Business Integration

– Visual Studio Team System Integration

Solution Overview: Project Management

Project Professional

Portfolio Dashboards

Manage all work, from simple proposals to

complex program

Gain transparency and control across existing application

portfolios

Enables views that range from a top-

level program to the detail tasks in a

subproject

Solution Overview: Resource Management

Enterprise Resource Pool

Enables resource

demand to be specified

independent of assignments in a project plan

Resource Capacity and Work

Evaluate resource utilization trends to determine staffing

strategy

Capacity and Workload Planning

Resource-leveling and resource replacements

Solution Overview: Team Collaboration

Integrate Issues, Risks, Documents

Manage Issues and Risks

Access and analyze risks across all projects

from one location

Manage Risks

Solution Overview: Task and Timesheet Management

Manage Tasks and Work

Commitments can be created

before any tasks exist in the project

Enhanced Timesheet Capabilities

Analyze and approve time

independently of a project

Outlook Integration

With outlook integration,

team members can view project

assignments

Solution Overview: Data Analysis- Report/ Pivot/ Cube

Integration with Excel and Visio

View reports with the

Microsoft Office programs

Integration with Excel and Visio

Enable custom

views and reports

Advanced Data Analysis (OLAP)

Enterprise reporting with SQL Server

High Performance Reports (SSRS)

Solution Overview: Portfolio Management

Automate Governance Workflow

Manage the projects

throughout their entire life

cycle, while enforcing the

portfolio governance framework

Portfolio Builder: Capture Business Cases

Use templates to streamline

the collection of data and metrics

Create charts and investment maps to

visually evaluate competing

investments in multiple dimensions

Portfolio Optimizer: Analyze Portfolio Investments

Help ensure that your portfolios deliver

maximum business

value

Portfolio Dashboard: Track Portfolio Performance

Cost of Implementation & Maintenance

Components of Cost of Implementation

• Software License Cost

• Hardware / Network/Security Cost

• Implementation Cost

• Maintenance Cost

Final Cost

Depends upon … • The number of projects will be managed at any

point of time • The number of users accessing the system • The number of project managers • Uptime, security required • Volume of data like project documents, images,

video, audio etc • Degree of customization required • Number and type of dashboards required

Some Final Thoughts on starting a PMO…

In today's economy, more value is needed now.

Establishing a PMO that brings recognized value in the first six months of its existence is critical.

As plan the PMO implementation, seriously consider establishing visible value to senior management from the get-go.

Go after the low-hanging fruit that helps everyone win and the PMO will be on its way.

Avoid being perceived as sitting in the "Ivory Tower of Project Management Excellence".

Build a PMO that will "Deliver Value Now."

Answer to All Questions

• How many projects are running in the organization? • What is total fund budgeted for project for this year? • How much has been consumed till now and how much value has

been realized till now? • Are we selecting right project? • What are the key business drivers for selecting any project? • I want to see the up to date status of projects department wise,

region wise, objective wise, project manager wise. From where I will get the information?

• Which are the project where I need to pay special attention? Reputation? Financial Risk? New critical initiative? Brand Initiatives?

• Which are the bleeding projects should be shut off? • Where putting more funds will bring the results faster?

Answer to All Questions

You get information based on factual data and this helps you in making right decisions quickly.

Remember, no decision is not No-Decision but deferred decision.

Last words

• You have many competitors in market place • It does not matter what is your size, how much money you

have, or how much power you have • But how effectively you respond to changes • Project Management is about managing change • Only those who

– makes Quicker and intelligent decision – Corrects the mistakes faster – Respond to market need faster – Understand the customer’s emotion on numeric index as well

and design their product, service or results accordingly – Will remain in competition for longer.

PM-Learn Services

• Trainings & Workshops – Project Management Capsule Trainings – PMP Trainings – CAPM Training – MSP 2007/ 2010 Trainings – Earn Value Management Training – Function Point Estimation – Project Risk Management – Project Schedule Management – MS Office Productivity Tools

• Assessment – Project Management Maturity Assessment of Project Managers

• Consulting – PMO Consulting – EPM 2007/2010 Implementation – CMMI Consulting & Assessment

www.pm-Learn.com Project Management Maturity Assessment Portal

Hari P Thapliyal, PMP, MCITP, MBA, MCA, PGDFM

PMO Architect & Project Management Trainer

Reach Me:

hari.prasad@pm-learn.com, hari.prasad@fdsc.net

Skype: hari.thapliyal, YM: hari_thapliyal, Twitter: harithapliyal

Profile: http://in.linkedin.com/in/harithapliyal

Blog: http://pm-bestpractices.blogspot.com/

Website: www.pm-learn.com, https://sites.google.com/site/lifeisprojectplus