Enterprise Project Management
description
Transcript of Enterprise Project Management
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Cradle to Grave Project Management using the
Enterprise Project Management(EPM) Solution from Microsoft
Portfolio Management+ Selection & Prioritisation +
Project Portfolio Web Access 2007Project Portfolio Server 2007
Presented by Chris Pond
Project Management+ Planning & Delivery +
Project Professional 2007Project Web Access 2007
Project Server 2007
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Corporate Project Solutions• People
Project Office Services – Creation, Support & Delivery
Training – Planning essentials– Process based– Microsoft Project– EPM Administration for the PMO
Recruitment– Permanent and interim positions
• ProcessProcess Review & CreationChange ManagementProject Management Consulting
• TechnologyMicrosoft EPM Solution– Project Server– Project Portfolio ServerMicrosoft SharePoint ServerCPS Technologies– Project Auditor– Highlight Reporting– Milestone Tracking– Development Services
CPS - supporting delivery and management of innovation and change within organisations for over 12 years.
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Points to consider• This presentation is based on configuration of
the software out-of-the-box (not development)• It’s not only about Microsoft Project• Implementation is hand-in-hand
with your PPM methodology & processes• The toolset can be deployed in many ways –
you do not have to deploy everything at once• Come and talk to CPS about your requirements
today on Stand 101 / 103
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
The EPM Evolution 1998 - 2007
IndividualsScheduling & ReportingUp to Project 98
Team participationEmail integrationProject websiteProject 2000
Project Portfolio ManagementResource utilisation & trackingCollaboration - risk & issues etc.Microsoft EPM 2002 & 2003
Experience the evolution with EPM 2007
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Why introduce EPM?
Some typical issues• Projects are not
effectively prioritised• Projects happen without
authorisation• No definitive list of
projects• Project benefits are not
managed or realised• No visibility of progress
• Limited understanding of resource capacity
• Lack of control of project budgets
• Project risks are not captured and mitigated
• Inconsistent approaches• Minimal control of project
documentation
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Solution Definition
MethodologyProcess
RolesGovernance
Maturity|Capability
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
What is the EPM Solution?
Executives Portfolio AnalystsProject Managers
Application Managers
Executives Resource Managers
Team Members
Project Managers / Planners
Project Server
Gateway
Line of Business Systems
Deployment is based on yourrequirements & desired benefits
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Project Portfolio Server• Capture strategic objectives
Examples– expand in to new markets– Improve customer satisfaction
scores• Capture all investment
information– Embed standards– Workflow / stage gate approvals– Budgets– Resources– Benefits – financial and non-
financial– Risks / Issues / Documents
• Align investments to strategic objectives
• Selection & PrioritisationConstraints Analysis– Varying priorities (Risk, NPV etc.)– Varying constraints (Cost,
resource etc.)– Multiple models– Dependencies
• Snapshots– Trend analysis
• Reporting– Dashboards
• Full security model
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
• Objectively prioritise Business Drivers / Objectives through performing one-to-one comparisons.
• Individual and Group workshops to obtain results
Business Driver Pairwise Comparison
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Business Driver Prioritisation
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Project Portfolio Server 2007
Builder – Build your business caseOptimizer – Analyse & Select
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Project Server• Microsoft Project
Professional 2007– Controlled access to project
schedules– Cross project views of
resource availability– Access to the central resource
repository– Resource based costing inc.
fixed and material type costs• Collaboration
– Risk, Issue & Deliverables Management +
– Document & Content Control
• Web views across Project Portfolios– Task Management
• Individual task lists• Timesheets
– Project Center• View summarised and rolled
up project information• Drilldown to view schedule
detail– Resource Center
• Drilldown to view resource assignments / utilisation
– Management Information• Dashboards• Drilldown to detail
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Project ProfessionalProject Web Access
Project Server
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Next steps
Come and Talk to CPS
Stand 101 / [email protected]
01628 895 600
• Seminars• Boardroom Briefings• Discovery• Envisioning• Training• Delivery• Process Reviews• Methodology• Project Support Office
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
New in EPM 2007• Project Professional 2007
– Comprehensive What-If? capabilities through multi-level undo– Change highlighting– Cost and budget resource types– Task drivers help you understand what is driving a task
(predecessors, successors, calendars, resources & constraints)– Integrated visual reporting with Excel and Visio– Deliverables– Cell highlighting– Separate Save and Publish / Working & Published plans– Active Cache
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
New in EPM 2007• Project Web Access
– Fully integrated with Windows SharePoint Services to improve collaboration to all team members
– Activity & Proposals provides the ability to create simple plans via Internet Explorer
– Resource & Project Centre provides visibility across your project portfolio
– Progress collection (%work complete, remaining work)– Timesheets
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Project Dashboard
Project Center provides a comprehensive list of all projects stored within theMicrosoft EPM Solution. Rollup timelines, costs, RAG indicators and progress to understand the current status of your projects. Drilldown functionality allows you to view project detail without the requirement to learn or use Microsoft Project.
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Discovery and Envisioning
AspirationCapture
User participationBrainstormIssuesAspirationsScopePriorityNO ‘solutioneering’
OutputsAgreed statement of requirement
Initial Discovery
Capability
Maturity
Full timeProject ManagerPMOProcess OwnerPart timeAccountable ExecutiveIT
OutputsDevelop the Agreed Statement of Requirement into the Solution OverviewIssue List
Envisioning
Process
Feasibility
Full timeProject ManagerPMO, Process OwnerPart timeAccountable ExecutiveIT
OutputsDevelop the Solution Overview into theSolution DefinitionHigh Level Process (Architecture Design)PrototypeStrategyIssue update
Requirement Confirmationand Planning
Scope
Prototype
Full timeProject ManagerPart timeAccountable ExecutiveIT, PMOProcess OwnerUser participation
OutputsDevelop the Solution Overview into theAgreed Solution DefinitionProduct DefinitionsPlanRisk LogIssue update
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Detailed Discovery, Design and Delivery
GO
Design DeliveryDetailed Discovery
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Testimonials
• "When we met CPS we were struck that they were a company that could really help us organise to deliver."
• Gaynor Coley, Development Director, Eden Project Limited
• "I am impressed by the professionalism of the CPS staff in helping us to move from a general vision and aspiration to a workable system."
• Malcolm Lee, Head of Development Programme, The Met Office
• "CPS was instrumental in guiding the Project Support Office to configure the system to suit BAE Plymouth's organisational, project management, planning and timekeeping requirements."
• Paul Barlow, Project Office Manager, BAE Systems
• “As valuable leaders in the EPM space, CPS has been appointed to the Microsoft Project Advisory Council in Seattle. Through this ‘think tank’ Microsoft is provided with high level, direct customer insights into the development of future versions of the EPM solution.”
• Mike Angiulo, General Manager Microsoft Project Business Unit• Microsoft Corporation
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Project Center
Project Center provides multiple summarised and aggregated views across your project portfolio including graphical indicators and timelines
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
Resource Center by Resource
Resource Center provides total resource availability views across your project. The red line represents total capacity for selected resources. This information can also be viewed by project.
Corporate Project Solutions© 2007 Corporate Project Solutions. All rights reserved.
PMM Levels• Level 1 – Crisis Management
– No formal project plans or procedures exist. Project management tools are not in use.
• Level 2 – Reactive Management– Formal requirements exist to produce schedules and cost reports at project initiation but reporting
after project initiation is left to the discretion of the project manager. Informal project management tools such as Microsoft Excel are in use.
• Level 3 – Project Management– Proactive project management at the individual project level is in place. Desktop project
management tools such as Microsoft Project Standard or Professional Edition are in use.
• Level 4 – Program Management– Project management processes are formal and include methods and practices for planning and
managing multiple projects and resources across them. Collaborative project management tools such as Microsoft Project Server are in use.
• Level 5 – Managing Excellence– The focus is on continuous improvement and identifying and addressing project management
problems that cross organizational boundaries and require management action. Tools such as Microsoft Portfolio Server are in use.