enterprise project management at inter-tel a case study
TRANSCRIPT
![Page 1: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/1.jpg)
Enterprise Project Managementat
Inter-Tel
A Case Study
![Page 2: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/2.jpg)
Who Am I?
• Member of the Project Management Institute (PMI)
• Project Manager in Telecommunications for 10 years.
• Cut my teeth on Microsoft Project.• Involved in MS Project migration
– Standalone MS Project– Project Central– Project Server 2002, Team Services– Project Server 2003, Windows SharePoint Services
![Page 3: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/3.jpg)
Who is Inter-Tel?
• Founded in 1969• Develops and Distributes Voice/Converged
Enterprise Communications Solutions throughout North America, Europe and Pacific Rim
• Headquartered in Metro Phoenix with 52 Facilities Worldwide
• Over 1800 Employees
![Page 4: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/4.jpg)
Who is Inter-Tel?
• Corporate Discipline– Enterprise Communications is Our Primary Business– Focus on Applications – Proven Ability to Address SME Drivers and Issues
![Page 5: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/5.jpg)
Inter-Tel® Recent Awards2004• Communications Convergence 2004 Product of the
Year: Inter-Tel Unified Communicator® software & Inter-Tel Model 8690
2003• Internet Telephony 2004 Product of the Year:
Inter-Tel Unified Communicator® software • Frost & Sullivan presents Inter-Tel with two Customer
Value Enhancement Awards in the Telecom Customer Premise Equipment & Enterprise Communications Industry categories
• Included on Forbes magazine’s “Hot Shots 200 Up & Comers”
• Included on Business 2.0’s B2100 “Fastest-Growing Technology Companies”
![Page 6: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/6.jpg)
Inter-Tel’s Project Environment
• 60 Projects per year– Maintenance releases to existing products– Bleeding edge technology projects
• 3-5 Projects per Project Manager
• Project durations of 2 months to 18 months
![Page 7: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/7.jpg)
Inter-Tel’s Project Environment
• Over 400 Project Server Users
• Internal Users span 10+ departments
• Internal Users in multiple US cities and the UK.
• Third-party Vendors
![Page 8: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/8.jpg)
Where We Were?
O
R
G
I
N
A
Z
E
D
NU
![Page 9: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/9.jpg)
Yesterday’s Situation
• 20% overrun on project schedules and costs
• No enterprise resource management scheme
• No consistent tracking mechanism for providing project status
![Page 10: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/10.jpg)
Yesterday’s Situation
• No clearly defined & documented product development process– Inconsistent project management across
multiple projects– Prone to last minute scope changes
• No clear understanding of project intra or inter dependencies
• No risk management/issue tracking mechanism
![Page 11: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/11.jpg)
Where We Are Today
O R G INA Z E D
![Page 12: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/12.jpg)
Today’s Situation• Schedules have a higher degree of
predictability because:– Task estimates are more accurate– More granularity– Resource allocation is tracked more
thoroughly
• Teams have immediate access to project information
• Status is in real time.
![Page 13: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/13.jpg)
Today’s Situation
• Documentation, Risks, and Issues are tracked and available to everyone.
• Consistency across large projects.
• Fact-based decisions.
• Fewer surprises!!
![Page 14: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/14.jpg)
How Did We Get Here?
• Upgraded from Project 2000 and Project Central to Project Server 2002 then 2003.
• Used a third-party integrator, interZnet, to get us there quickly.
• Requirements to release took 10 weeks.• Customized views, reports, and project
templates.
![Page 15: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/15.jpg)
Key Issues To Consider
• Getting buy-in from:– The top down– All departments
• Define the correct security model.
• Get clear requirements for your culture; don’t create culture shock.
![Page 16: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/16.jpg)
Key Issues To Consider
• Include interZnet or other third-party vendor in all requirement gathering meetings with executives and users.
• Provide sufficient training to end users.• Executives• Project Managers• Resource Managers• Team Members
![Page 17: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/17.jpg)
What Inter-Tel did right --
• Had partial senior management buy-in
• Identified a champion/go-to person for questions to be answered quickly.
• Had a test environment available
• Had all work (planning, installation, testing, and customization) performed on site.
![Page 18: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/18.jpg)
What Inter-Tel did right --
• Included interZnet in requirements gathering with project managers
• Held training session for project managers
• Had sufficient production hardware systems in place
![Page 19: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/19.jpg)
The Project Server Environment
– Microsoft Project 2003 Professional– Microsoft Project Server 2003
• Two high end servers• SQL Databases• IIS
– Microsoft Windows SharePoint Services• One high end server• IIS
![Page 20: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/20.jpg)
The Project Server Environment
– 85% out of box features– 15% customization including:
• Project Web Access (PWA) Project and Schedule Views
• Issues and Risks combined with custom fields and views
• Digital Dashboards for Executives• Timesheet customizations
![Page 21: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/21.jpg)
The Project Server Environment
– 15% customization including:• Microsoft Project Columns• Stoplight Creation• Weekly and Monthly Slip Conditions
![Page 22: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/22.jpg)
ExamplesNote: I will be adding additional slides in the examples area to show 2003 views rather than 2002 view, customized formulas, etc.
![Page 23: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/23.jpg)
Issues
![Page 24: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/24.jpg)
Risks
![Page 25: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/25.jpg)
Project Overview
![Page 26: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/26.jpg)
Executive Dashboard
![Page 27: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/27.jpg)
Executive Dashboard
![Page 28: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/28.jpg)
Documentation
![Page 29: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/29.jpg)
ReportsOMNI
Estimated Level of Effort vs. Actual Effort Expended
06
15
5 50
50100150200
Phase
Leve
l of E
ffort
(Wks
)
05101520
Varia
nce
(Wks
)
Baseline LOE
Estimated LOEAt Completion
LOE Variance
![Page 30: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/30.jpg)
Where We Are Going?
O R G INA Z E D
![Page 31: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/31.jpg)
Tomorrow’s Goals
• More projects on time and within budget.
• Consistency across all projects regardless of size.
• Clear understanding of issues, risks, and dependencies.
• No surprises!!
![Page 32: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/32.jpg)
For More Information
• Inter-Tel, interZnet, Microsoft Case Study– http://www.microsoft.com/resources/casestudies/
![Page 33: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/33.jpg)
![Page 34: Enterprise Project Management at Inter-Tel A Case Study](https://reader036.vdocuments.site/reader036/viewer/2022062301/5697bf9a1a28abf838c922c9/html5/thumbnails/34.jpg)