EPM Solution: Executive Overview and DiscussionEPM Solution: Executive Overview and Discussion

James WrightChristopher Pond

1

Microsoft Enterprise Project Management

Agenda9:30 – 09:45 Introduction9:45 – 10:45 Microsoft Project Server 2010

James Wright – Principal Consultant10:45 – 11:00 Refreshments11:00 – 12:00 Microsoft Project Server 2010

12:00 – 13:00 Break

13:00 – 14:00 Microsoft SharePoint Server 2010Christopher Pond – Senior Consultant

14:00 – 14:15 Refreshments14:15 – 15:00 Microsoft SharePoint Server 2010

About CPS• Established 1995

• Experts in Microsoft EPM, SharePoint, Training, Resourcing & P3M Consulting

• Microsoft Gold Competency Partner

• Client list of over 700 organisations

• Only UK APMG Accredited Consulting Organisationthat can provide Microsoft EPM solutions & P3M consulting

• Over 11,000 delegates trained

• Project Server 2010 launch partner

European CoverageWorking in partnership with C&S and CXS, CPS offer international services throughout Europe.

Solutions• P3O Consulting

• PMO setup

• Recruitment

• Pre-packaged EPMofficeTM

• Client Specific EPM Deployments

• Hosted / SaaS

• SAP integration

• Dedicated support

• Training

• Development

Not only technology

Transparency of projects & operations

Consistency and Quality in processes & activities

Accountability of project performance and financial resources

Optimisation of projects to align with strategies

Invest in scalable, connectible, and extensible platforms

Business challenges and needsMore and more, businesses need:

Why change?• Deliver business improvement through change

– Become lean & competitive– Maximise value for taxpayers & shareholders– Can organisations repeatedly deliver more with limited resources?

• Business demands value in every project– Are resources being utilised efficiently? – Can we prioritise effectively? – Can we provide the necessary programme and project controls?

• The reasons will differ for each organisation

Example PPM benefits

People | Process | Organisation | Strategy | Technology

Strategy & Vision – the drivers for change and the vision of a future state to roadmap a feasible, path to get there.

Technology –Implemented to assist people carrying out the process.

People – Ensuring there is a focus on skills and competencies e.g. by providing multi-level training.eaton

Processes – common approach for people to collaborate around projects & programmes

Organisation - is there a “will” to support change

Another Way of Looking at it…

Org

anis

ation

Proc

ess

Peop

le

Tech

nolo

gy

Strategy & Vision

Fina

nce

HR

CRM

Chan

ge?

P3O

/ EP

M

Alignment with Business Objectives

Visibility & Control

Collaboration

EnterpriseProject

Management

Portfolio Management

Work Management

Demand Management Portfolio Selection Capacity Planning Portfolio Reporting

Resource Management Financial Management Project Reporting Project Scheduling Program Management

Time Reporting Team Collaboration Issue and Risk

In the organisation

Executives and Portfolio Managers

PMO, Resource and Project Managers

Project Team Members

5

Microsoft Project EvolutionFrom desktop scheduling to project & portfolio management

2010

SchedulingSimple reportingTask managementPrint Resource tracking

1987Program

Management

Portfolio Management

Reporting

Project Collaboration

ResourceManagement

FinancialManagement

2000200220032007

Source:“MarketScope for Project and Portfolio Management Applications”, GartnerResearch, June 2011

Microsoft received the highest rating possible with a Strong/Positive ratingJune 2011

Microsoft Project Server 2010 is a landmark release for Microsoft, and for PPM prospective users and existing Project Server customers

The MarketScope is copyrighted 2011 by Gartner, Inc. and is reused with permission. The MarketScope is an evaluation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the MarketScope, and does not advise technology users to select only those vendors with the highest rating. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This MarketScope graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Microsoft.

Gartner gives highest ranking to MicrosoftGartner MarketScope for Project and Portfolio Management Applications

Current & Future

Bottom Up Project Management

Top DownPortfolio

Management

ManageSelectCreate Plan

Portfolio Prioritisation

Capacity Planning

Demand Management

Portfolio Optimisation

Portfolio Reporting

Business Case Definition

Project Scheduling

Issues and Risk Management

Project Reporting

Team Collaboration

Time Reporting

Resource Management

Solution components

Executives Resource Managers

Team Members

Project Managers / Planners

Line of Business Systems

Demonstration

Toolset Capability• End to end Project &

Portfolio Management

• Portfolio Selection & Prioritisation

• Capacity Planning

• Flexible scheduling

• Enhanced Reporting & Business Intelligence

Making the changean example

Establish ‘Organisational Will’ at the right level

Is the organisation engaged?

Devise a problem statement – to gain

stakeholder engagement

What issues do we currently face?

Appoint a Senior Responsible Owner

Which business person will lead the change?

Appoint a capable Project / Programme

Manager

Support effectivedelivery

Set the capability & benefit expectations

Measure success

Assess the current organisation state

to make change successful

Map out the vision

Keep short & long term needs visible

Prepare Benefits, a Business Case, Programme Brief,

Programme Preparation Plan & Vision statement

Perspective is essential

Example Road Map – an evolving approach

Project Register

Resource Pool

High Level Project Status Tracking

Detailed Project Schedule Management & Resource

Allocations

Phase Level Project Plans & Resource Allocations

Request Governance – Project Approval

Project Delivery Governance

Time Tracking through Authorisations

Risk and Issue Management

Annual Business Planning Cycle and

Portfolio Management

Milestone ReportingFinancial ManagementHigh Level Risks & IssuesStatus – RAG & Narrative

Governance WorkflowPortfolio Management

Detailed Risk & Issue Management & Tracking

Lifecycles and Stage Gates to Manage/Track Delivery of ProjectsCMMI/Adherence to Process

Collection of project requestsPrioritisation & approvalPortfolio management

Time and cost actuals

Resource ManagementTime & cost actuals

Detailed activity planning & trackingActivity level resource management

Capacity Planning at Role Level

Foundation

Release 1 Release 2 Release 3

TrainingTraining

System Configuration

System Configuration

Validation Testing

Validation Testing

DesignDesignPhase 4

Roll OutRoll Out

Example Implementation Plan

Technical Design and Installation

Technical Design and Installation

Month 4 Month 5 Month 6

Project ManagementProject Management

Month 7 Month 8 Month 9Month 1

IterativePrototyping

TrainingTraining

System Configuration

System Configuration

Validation Testing

Validation Testing

DesignDesign Phase 3

Roll OutRoll Out

Proof of ConceptWorkshops and Iterative

Prototyping

Proof of ConceptWorkshops and Iterative

Prototyping

Month 2 Month 3

TrainingTraining

System Configuration

System Configuration

Validation Testing

Validation Testing

DesignDesignPhase 1

Roll OutRoll Out TrainingTraining

System Configuration

System Configuration

Validation Testing

Validation Testing

DesignDesignPhase 2

Roll OutRoll Out

Month 10

Solutions• P3O Consulting

• PMO setup

• Recruitment

• Pre-packaged EPMofficeTM

• Client Specific EPM Deployments

• Hosted / SaaS

• SAP integration

• Dedicated support

• Training

• Development

Not only technology

Thank you for your time

We will follow up with slides & links

Consider setting up a more detailed discussion with CPS