BPIO University Enterprise Project Management Overview INTRODUCTION TO
BPIO University Enterprise Project Management Overview
INTRODUCTION TO ENTERPRISE PROJECT MANAGEMENT 5
Video Envision What’s Next for Project 6
Enterprise Project Management Challenges Key challenges addressed by EPM How do I prioritize initiatives across my organization? Can we complete the project on time and on budget? Do we have the right people working on the right projects? 74% of all IT projects fail, come in over budget, or run past the original deadline. Every year, $75 billion is spent on failed IT projects in the U. S. Source: The Standish Group 7
Select and Deliver the Right Things Portfolio management vs. project management 100% Value from Portfolio Management DOING THE RIGHT THINGS Value Lost 0% Portfolio Management Value Realized Project Management Value from Project Management DOING THINGS RIGHT 100% 8
Enterprise Project Management What drives the need? • • Business Challenges Justifying using resources, taking initiatives Aligning resources with organizational needs Building proven processes to handle ever-changing business needs and to support organizational needs Implementing best practices to leverage “lessons learned” IT Challenges • Aligning IT initiatives with overall organizational strategy • Bridging the gap between IT and business unit owners • Enabling effective communication among dispersed teams 9
Microsoft EPM Solution Functional overview User Interface Microsoft Office Project Professional Microsoft Office Project and Portfolio Web access Resource Management Portfolio Optimization 3 rd party apps (LOB, ERP, CRM, etc. ) EPM Sub-Capabilities Work Management Team Collaboration EPM Components Scheduling Resource Plans Data Warehouse Timesheet Portfolio Analysis Budgeting Event/Notifications Task Assignment Reporting Portfolio Selection Platform Operating System Portal/Web Database Analysis Reporting 10
There Is No Particular Order Start top down or bottom up Portfolio Management Do The Right Things Create Manage Select Plan Project Management Do Things Right 11
Create Standardize the collection of all work across the enterprise Create Select Plan Manage Capture all requests, from work orders to strategic projects Standardize metrics, valuation criteria and templates Control investments through governance workflow 12
Select Invest in project portfolios that align with strategic priorities Create Select Plan Manage Objectively prioritize business drivers and drive consensus Derive varying priority scores to evaluate competing investments Identify portfolios that align with strategy and maximize ROI Utilize advanced portfolio analytical techniques to reach the Efficient Frontier 13
Plan Finalize project delivery roadmap based on resource availability Create Select Plan Manage Identify resource gaps across the planning horizon Finalize release roadmap and headcount requirements to maximize resource utilization Search for team members with availability and assign to project Finalize plan and baseline before moving into execution 14
Manage Measure and track performance at the project and portfolio level Create Select Plan Manage Collaborate to effectively deliver selected projects Proactively monitor portfolio performance and visualize trends Drill down to the project level to assess risks, issues and status Track and compare budget, actual and forecast values Take corrective actions to improve project performance 15
The Enterprise Project Management Solution Sub-Capabilities Enterprise Project Management Portfolio Optimization Work Management Resource Management Team Collaboration 16
Challenges in Portfolio Management Aligning projects with business strategy Misalignment of projects with business strategy Inability to measure and track portfolio performance Inability to determine optimal portfolio under budget and business constraints No repeatable, standardized governance process for projects 17
Portfolio Optimization Govern, align, report and execute Initiative Portfolio • Prioritize business strategy & competing investments Align selected portfolios with your business strategy • Determine optimal portfolio under Align budget and business constraints • Govern Analysis and Selection Dashboarding Report and Execute Portfolio Manager Executives • • Track your portfolio of project investments Manage scope, time and resources Project Manager 18
The Enterprise Project Management Solution Sub-Capabilities Enterprise Project Management Portfolio Optimization Work Management Resource Management Team Collaboration 19
Challenges in Work Management Structured collaboration Inability to capture, standardize and control work requests across the organization Repeatedly missed deadlines and budget overruns Project delivery misaligned with stakeholder expectations Inability to monitor and communicate project scope, issues, and risks 20
Work Management Oversight, visibility and control EPM System • • Track the entire project life cycle Gain organizational visibility • Visibility Oversight Project and Portfolio Program Team Members Control Executives • • View all projects and programs Manage scope, risk, quality, issues, and schedules Prioritize all project work within enterprise objectives Project Manager 21
The Enterprise Project Management Solution Sub-Capabilities Enterprise Project Management Portfolio Optimization Work Management Resource Management Team Collaboration 22
Challenges in Resource Management Cost, quality and scope of a project Misalignment of resource assignments with business strategy Difficult to forecast future financial, human and material resource needs for capacity planning Disconnect between desired skills/core competencies and recruiting and training efforts 23
Resource Management Balance, allocate and consume Resource Repository • • • Track budgets and costs to better understand finances Balance competing resource needs Balance People and Time Finance • • Centralized data facilitates cross-project analysis of finances, resources, schedules and materials Create transparent schedules Consume Executives Material Negotiate and assign resources based on their skills and availability Allocate Resource Managers Project Manager 24
The Enterprise Project Management Solution Sub-Capabilities Enterprise Project Management Portfolio Optimization Work Management Resource Management Team Collaboration 25
Challenges in Team Collaboration Unstructured collaboration Team members cannot see the most recent information Team members do not reuse existing project IP, templates and best practices Who has the best knowledge on this subject? 26
Team Collaboration Control, share and track Central Repository • Access documentation and authorize workflow • Control People • • Information Track Executives Project Manage team documents with metadata, workflow, search, check-in/ check-out, and document versioning Share • Team Members Create and track project issues, risks, and project-related documents Project Manager 27
Microsoft Enterprise Project Management Our EPM solution EPM Definition The Microsoft Enterprise Project Management (EPM) Solution manages the entire investment and project life cycle—from strategic portfolio decisions to work management. Sub-capabilities Work Management Resource Management Portfolio Optimization Team Collaboration Core Microsoft Products Represented Microsoft Products Better Together 28
Microsoft EPM Environment DELIVERY Share. Point Server Reports Excel Dashboards Workbooks Analytic Views Scorecards Plans END USER TOOLS AND PERFORMANCE MANAGEMENT APPS Office Project Professional Performance. Point Server CORE PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services ERP DB … 29
Office Client Value Discoverable, contextual and efficient Project tasks and events integrate through Outlook and Share. Point 30
Video From Incremental to Innovation 31
Call to Action Get Ready Engage Specialize • Talk to Microsoft and synchronize with sub-priority • Take technical training at EPM University http: //www. msepmu. com • Learn how to register for EPM Connect https: //partner. microsoft. com/US/program/competencies/iwso lutions/epm • Leverage BPIO model and BPIA to profile • Profile solutions and services on IWSolve https: //iwsolve. partners. extranet. microsoft. com/ • Build a Partner Solution Plan with your PAM • Profile accounts with the ATU • Become EPM Specialized • EPM Connect http: //www. epmconnect. com 32
www. epmconnect. com © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U. S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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