Anaheim, CA | February 2-5, 2014

Luke Humphrey, Microsoft CorporationPrasanna Adavi, Sr. EPM Consultant, EPMA

Adding objectivity and rigor with Portfolio Analysis & Optimization using Project Online

PC252

Who is Luke?

Luke HumphreySenior Program Manager - Microsoft

yearswith the Project product group~8

www.office.com/project

Who is Prasanna?

Prasanna AdaviPMP, MCTS, MCITP, MCT

Sr. EPM Consultant EPMA Inc.

http://www.prasannaadavi.com

@prasannaadavi

prasanna.adavi@epmainc.com

http://www.msprojectpodcast.com

Premier PPM Consulting, Training and Support

Houston, TX

http://www.epmainc.com http://www.epmablog.comEPM

A

Agenda• What is PPM?• Do you need Project Portfolio

Management?• Process overview• Demo• Q&A

Project & Portfolio Management

What is it?

The practice of identifying, selecting and managing a portfolio of projects that align to strategic objectives and honor resource constraints

PPM delivers

Executive alignment on strategy

Management of risks and resources

Investment guidance to maximize ROI

Quick, objective decision-making

Enhanced visibility and communications

A unified set of tools for holistic management of projects

Program Management

DemandManagement

Portfolio Analytics & Selection

TimeReporting

Issues & RiskManagement

Business Intelligence & Reporting

Team Collaboration & Social

Financial Management

Resource Management

Schedule Management

PPM

Squeaky wheel gets the oil

Too many ‘urgent’ projects

Over-committed Resource Pool

Constantly changing priorities

Some signs you need PPM

Dialog and conversation are paramount.

The Process

Projects Strategic Alignmen

t

Project Prioritization

Cost Constrai

nt Analysis

Resource Constraint Analysis

Project Proposal

Project Proposal

Project Proposal

Project Proposal

Committed Portfolio

Portfolio Analysis

Portfolio Management

Project Proposal

Setup

Strategy

• Define Business Drivers• Prioritize Business

Drivers

Demand Management

• Define Cost constraint fields

• Define Workflow and Project Detail Pages (capture forms)

Resource Planning

• Setup Primary Role• Setup Generic

Resources• Named

Resources>Primary Role

Demo

Related Sessions• PC260: Driving Strategic Differentiation through

Portfolio Management and Culture Change• PC333: Resource Portfolio Management in Microsoft

Project Made Easy• PC270: Strategic Portfolio and Resource Capacity

Planning Using Simulation

Q & A

Thank You

Appendix

Additional Scenarios

Challenges and Solutions

Prioritization of projects between different groups

Establish a global Executive Team

Get buy-in on common prioritization criteria

Lack of buy-in from Team

Communicate

Manage the change

Enforce governance

IT cannot make pass/kill decisions

Establish an executive team with Business

Representatives

Get a common buy-in

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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows 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.