text Title Improving Project Management with Microsoft EPM

text Title Improving Project Management with Microsoft EPM 2007 Subheading Date Presented by Projility October 21, 2008 • Presented by • Name

Agenda • Introductions • What is Enterprise Project Management (EPM)? • EPM/Project Server 2007 Overview and demonstration • Solution examples (PMO Support, CPIC Support) • Q&A Meeting Goal: Provide an overview of EPM and the business value it can provide to meet ongoing tracking and reporting requirements at NIH. 2

Projility Overview Minority-owned small business based in Vienna, VA Broad Base of Public Sector Customers § § Services § § § Top Service Providers ‘Contractor-friendly’ Contract Vehicles § § 3 Microsoft EPM Earned Value Management Share. Point Collaboration Microsoft Dynamics CRM Management consulting Partnerships § US Federal Government § Civilian § DHS/Intelligence Federal contractors GSA Schedule 70 NIH BPA HHSN 263200800069 B Mission: Improve our client’s business performance by providing tailored solutions that leverage expert advice, proven methods & suitable technologies

What an EPM Solution Provides 1. 2. 3. 4. 5. 6. Integrated Master Scheduling & Project planning toolkit Resource Management and Planning Risk & Issue Management Consistent reporting and analytics Integrated collaboration environment Dashboards for stakeholders Tools and processes for proactively tracking health, status, and reporting on project and programs Copyright 2007 PROJILITY, Inc. Proprietary and Confidential

How Does the Microsoft EPM Solution Help? It’s more than project schedules, and resource management… Perform and Measure Decide It’s Doing the Right Things… …and Doing the Right Things Right ØAnalyzing Investments ØExecution and Monitoring ØModeling Potential Portfolios ØProject scheduling ØEstablishing and weighting business drivers ØResource assignment ØMaking decisions based on objective criteria ØDeliverable tracking ØTeam collaboration ØBudget predictability ØRisk Management ØKPIs

EPM supports the Project Management Lifecycle [6]

Who uses EPM? Project/Program Managers Executives Do the Right Things Analyze Model Decide Govern Team Members Execute Understand Context Collaborate Update work progress, risks Report Do the right things right Schedule Budget Assign Monitor Report

The Microsoft 2007 Solution Architecture Project & Program Managers Executives Portfolio Analysts Application Managers Executives Resource Managers Team Members Contractors Customers/Partners IEIEBrowser Line of Business Systems • Financial • HR • EVMS - PD

Demonstration 9

Why Microsoft EPM? 1. Time 2. Cost 3. Risk • Leverages existing investments in people and tools (MS Office, Project) • Requires ongoing configuration NOT customization • Most widely-used and supported project management application across the Federal government and contractor community

‘PMBOX’ Program Office Solution 10/7/2020 11

CPIC Central: Visibility & Insight via a web-based dashboard

Projility’s role Process and System Planning Technical deployment and information migration Training and change management Project Management Professional Staff Support Ongoing support

Q&A 14

Points of Contact Rob Hirschmann Corporate Vice President rhirsch@projility. com Office: 703. 448. 6777 x 706 Cell: 443. 226. 6160 Mark Czajkowski Inside Sales Representative Office: 703. 448. 6777 x 105 mczajkowski@projility. com www. psggc. com [15]

Project Server & Share. Point • Programs • Projects • Resources • Tasks • Issues • Risks • Assets (documents and deliverables) Provides integrated collaboration environment (MOSS) that can leverage outside data sources and web parts to create project/program ‘portals’

Licensing (Client) Product Project Professional Users Project Managers Resource Managers System Administrators Project Server CAL (Web Access) Team Members Executives Resource Managers Portfolio Server CAL (Web Access) Application Managers Executives Portfolio Analysts Project Managers Share. Point Portal Server CAL* 10/7/2020 All 17

Licensing (Server) Product Project Server Portfolio Server Share. Point Portal Server Usage Planning/scheduling Time reporting Resource assignment Resource management Project tracking Status reporting Portfolio Governance Prioritization / Valuation Capacity Planning Business Case Dev Portfolio Optimization Portfolio Reporting Benefits Forecasting Adv Portfolio Analytics Benefits Realization Document Management Proposal Workflow Search Relational Database SQL Server Analysis Services Reporting Services Operating System Windows Server Windows Share. Point Services SMTP Mail Server 10/7/2020 18