it vamp visio 2007 presentation 090309
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Visio Professional 2007 for your EPM Process
Sharon Summers ITVAMP, LLCa Microsoft partner
Webcast September 30, 2009
Ryan PaceRolanda RascoeMicrosoft Corporation
Value of Visio in EPM Solutions
Decision-making
Implementation
Improve Project Management
TechnicalCapabilities
1) Use Visio as a Communication Tool2) Design Custom Notations and analyze in Microsoft Project3) Create Visual Reports to more effectively represent your project
StrategicCapabilities
1) Visualize complex information to better understand it2) Explore information to identify trends and issues and act on them3) Communicate using diagrams that can be shared with a broad audience
PROJECTINPUT
BUSINESSINPUT
Visio can be used in EPM Solutions from both a ‘Top Down’ and ‘Bottoms Up’ perspective to improve Project Management
3
Create Visual ReportsVisually report on complex project data
Generate reports directly from Microsoft Project and Microsoft SharePoint Server 2007Better understand key performance indicators, trends, and alternative views
Easily configurable templates - Pivot Diagram formAutomatically modify the reports as project information changesDisplay Executive Reports and Proejct
Good for Executive Reporting and Project Dashboards
4
Build Your WBS in VisioBuild your Work Breakdown Structures Right in Visio.
Free WBS Modeler Add-in can be downloaded from Microsoft.com or Visio toolbox.comExport you WBS right into Microsoft ProjectCreate your PMO Process with the Visio Modeler
• This enables you to work with information in a way that is unique to your project, organization, and/or industry
CUSTOM NOTATION PROCESS1. Create a customized drawing in Visio
2. Use WBS Modeler to map drawing data to Microsoft Project format
3. Export to Microsoft Project
4. Define project plan and details in Microsoft Project
5. Import data back to Visio for a visual representation
6. Modify data on the spot in Visio
7. Export data to Microsoft Project
8. Manage ongoing project details in Microsoft Project
Organizational Value of Visio Pro 2007
Visio 2007 provides value to the Project Management Office (PMO) as well as individual departments within an organization
PMOFin
ance
Human
Resourc
es
Sales
Operat
ions
• Visio 2007 enables individual departments to easily create, manage, and represent projects
• Visio 2007 enables PMOs to consolidate complex data from multiple sources in order to articulately represent company-wide projects
• Facilitates valuable reporting to executive management
Enterprise Project ManagementThe Management of Projects from an
enterprise level.In order to establish an EPM Solution, a Microsoft Technology Solution is installed that provides a shared view to all projects, such as a Project Server.The primary step to building an ePMO (Enterprise Project Management Office) is to build your EPM Process.The Process Tool to the EPM is Visio Professional 2007
What can Visio Pro 2007 do?Build your EPM Process Model
Visio can directly map process to the Microsoft EPM Tool.
Map your technical requirements to the Business ProcessHelps with understanding the difference between IT Process vs. PMO ProcessCapture all Audit controlsDisplays all Associated ArtifactsSees all handoffsAssists in managing communications
Know who is performing the work and more
Visio a part of the EPM Solution
Use Visio as the EPM Process Module for the Microsoft EPM Suite of productsUse Visio to build your ePMOUse Visio to manage your PMO Workflow
Microsoft EPM Process CapabilitiesConsistent User Interface
PMO ProcessProject
PortfolioManagement
ePMO Communications
Timesheet
Collaboration
Resource and Schedule Management
Project Management Capabilities
Collaboration Capabilities
Business InsightBusiness Process
& FormsEnterprise Content
Management
Collaborative Workspaces
Search
Portal
DemandManagement Plan & Execute Business Insight
Governance Workflow
Demand Management
Portfolio Selection
Reporting
Portfolio Analytics
Program Management
Visio, The foundation of the EPM ePMO
Universe
ePMOVisio
CMM6Sig
PMI SDLC
Build ProcessInstall TechnologyLink Methods
Visio Process WorkflowsThe Foundation of an enterprise PMO
Visio is the building Block for an ePMOBuild PMO RulesFollow Best PracticeMap to Standard Operating ProceduresDisplay EPM Links to Financial and HR Databases or ProcessesCreate PMO standardsFlag Sarbanes itemsMark PMO & Quality Signoffs Incorporate Stage Gates & LifecyclesLink to any Methodologies
Visio Pro 2007 CommunicatesTrack communications in Visio WorkflowsFlag correspondences via email or phoneNote handoffs & key ePMO deliverablesShow MeetingsFlag SOX controls
Visio EPM Workflow ObjectsProcess StepsRolesInputs/OutputsCommunicationsHandoffsArtifactsDeliverablesControlsApprovalsGates
Process Leads to Technology
ENGINEER
RE-ENGINEER
Build your EPM with the Best Practice
Engineer your EPM Process for your Enterprise PMOInstall your EPM Technology
Who needs Visio Pro 2007?Process EngineersPMO DirectorsPMO AnalystsPortfolio ManagersPortfolio AnalystsProgram ManagersProject ManagersFinancial AnalystsFinancial ManagersFunctional & Dept. Managers
Resource AnalystsResource AdministratorsResource ManagerIT ArchitectsProject AdministratorsProject CoordinatorsSr. Project ManagersHR RepresentativesKey StakeholdersCustomer Relationship Managers
Build your ePMO Organization Chief Executive
Officer
IT Director PMO Director
IT Manager
PMO Officer
Portfolio Manager
Program Manager
Project Manager
Project Admin
Resource Manager
Resource Administrator
Finance Director
Financial Manager
Audit Director
SystemEngineer
Quality Manager
Internal Auditor
Project Leader
SME
HR DirectorBusiness Director
Customer Relationship Manager
Product Manager
Sales Manager
Admin Assistant
System Administrator
DB Admin
Architect
Functional Manager
Operations Director
Operations Manager
Marketing DirectorMarketing
Director
Marketing Manager
HELP DESK
Visio 2007 ePMO Process Workflow Design
Build your ePMO in VisioSharon Summers
Live examples
Enterprise Project Manangement Office Builds
Sharon SummersPresident & CEOITVAMP, LLC
partner
ITVAMP 12 Key EPM Process Areas
ResourceManagement
PortfolioManagement
GovernanceManagement
QualityManagement
Risk/Issue Management
Financial Management
ProgramManagement
ProjectManagement
VendorManagement
ChangeManagement
TimeManagement
Strategy &Scoping
Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows
ITVAMP’s Framework Level 2Sub-Process Workflow areas
Financial Manageme
nt
Portfolio
Management
Stage GateFinancialAnalysis
Project Registratio
n
ResourceOptimizatio
n
FinancialReporting
Resource Allocation
Quality Manageme
nt
DashboardReporting
ReleaseMgmt.
Resource Manageme
nt
Visio Workflows
Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows
EPMProcess
ITVAMP Templates & FormsEPM Process Associated Artifacts
Portfolio Management
Project Registration
DashboardReporting
Dashboard Rpt.
Registration
ITVAMP has a Templates &
Forms Library ready for
Branding as Artifacts to go
along with your Visio 2007
Workflows and designed in the Microsoft Office
Suite of products
ITVAMP Turnkey SolutionPMO "Out of the Box"
Build from ITVAMP FrameworkView Best Practice EPM ProcessSelect any EPM Process Area (30d per area) Customize your ePMOBrand Templates & FormsImplement or map to existing EPM Solution, Process or Methodology
Take the Suvey and win a Free ePMO Assessment!
http://Linke here
Current State of High level PMO FrameworkReview of Methodologies State of EPM Toolset with recommendationePMO recommendation
We Revamp Your IT with Project Management Methodology!
ITVAMP, LLC200 Campbell Drive, Suite 236Willingboro, New Jersey 08046609-532-4430
Contact us!
http://itvamp.wordpress.com
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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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