Think Big, Start Small with Microsoft Enterprise Project Management (EPM) 2010Mitch Cap (Microsoft)Yves Vervloesem (Capgemini)

Session Overview

• Microsoft Enterprise Project Management (Mitch – 20 mins)– Why Microsoft

– Capability Zoom: Portfolio Management

– Capability Zoom: Team Collaboration

– Christmas offering

• Think Big, Start Small with Microsoft Enterprise Project Management (EPM) 2010 (Yves – 40 mins)– PPM/PMO Improvement Services of Capgemini

– The Case of the Implementation of Microsoft EPM 2010 at APG

• Q&A (Mitch & Yves - 15 mins)

What Others Say

• “Strong Positive” Gartner rating

• Integrated project and portfolio management

• Independency from Project Professional client

• Cost-competitive pricing

What We Stand For

Outstanding ALM and IT PPM capability

• Integration with other IT tools like Visual Studio

• Certified integration with SAP & Dynamics

Usability

• Microsoft Project is the leading scheduler

• Familiarity with Office Suite

Price/ Total Cost of Ownership

• Licensing, Maintenance, Services

• EPM focuses on necessary functionality

Strength of EPM ecosystem

• Partner expertise and network

• Training, Online Resources, Blogs

Robust technology platform

• Easier customization• Leverage existing

technology investments

• SharePoint platform

How Microsoft EPM Helps You

1

2

3

4

5

6

7

Making money

Saving money; improving efficiency

Bringing products to market faster

Supporting compliance

Maximizing return on portfolio investment

Staying on track, on budget, in scope

Communicating status and reporting

Quickly responding and adapting

What's important to you?

A way to align business priorities to maximize ROI and understand resource capabilities and availability

Portfolio Selection and Analytics

Challenges

Defining and communicatin

g business strategy

Driving executive consensus around

business driver priorities

Objectively prioritizing competing

projects

Forecasting project deliveryIdentifying

optimal portfolios

2

1

Portfolio Selection and Analytics

EPM Solution offers:

• Objective defining, communicating, and prioritizing of business strategy

• Prioritize business drivers

• What-if analysis optimization scenarios to run under various budgetary constraints

• Ability to assess capacity and adjust project schedules to maximize resource utilization • Requirements Details view

• Running and modeling headcount scenarios

• Advanced analysis for comparing and contrasting portfolios• Efficient Frontier modeling• Cost Constraint Analysis view• Compare Portfolio Selection Scenarios view• Strategic Alignment chart

Ways to effectively find and share information and simplify and enhance team communication.

Team Collaboration

Challenges

Manual processes

Poor security

Metadata silos of

informationPoor collaboration

and communication

tools

i

Team Collaboration

EPM Solution offers:

• Microsoft BI platform• SharePoint KPI's• SQL Reporting Services• Performance Point• Excel Services

• SharePoint Server 2010 team sites, ECM, and social computing• Wikis, blogs, discussion forums, and My Sites

• Enterprise search

• Configurable Project Sites• Preconfigured Web parts• Custom Web parts

enable project teams

 

optimize scarce

resources

CONDITIONS

Buy 30.000 € of Project Software Assurance of which 35% Pro edition

GETS 71% discount on Project 2010 licensing cost 

valid till 23/12

Upgrade old Project licenses to Project 2010 by only paying Software Assurance and get a 2h end user ‘tips and tricks’ session to get the most out of Project 2010  

OFFER

Because It Is Almost Christmas ...

Implementation Path

now?What

About Project Portfolio Management (PPM)

The PPM discipline is a space recognized by

the global analysts

PPM addresses the aspects of management of individual projects, as well as their evaluation and analysis

in portfolio context

Canada

United States

Mexico

Brazil

Argentina

All over Europe

Morocco

Australia

People’s Republicof China

India

Chile

Guatemala

Russia

Singapore

Hong Kong

PPM/PMO Improvement (PPI)

Services of Capgemini

Optimized use of budget

Better control on the portfolio, from

demand to closing

Improved real-time project control

metrics

Reduction of redundant projects

Optimized use of resource capacity

Improved insight into project delivery

A more mature project learning

organization

Improved cross-department project

collaboration

Examples of Capgemini’s Subject Matter Expertise

Client Potential Benefits

Improved project success rate

Focus on Balance:

People/Organization

+Process

+Solution

PPM Application Package Selection

PMO Staff / Run Metrics / Reporting Define / Run

PMO Setup /PMO as a Service

PPM Application Package

Implementation / Run

PRINCE2 / PMBoK / OPM3 / P3M3

Coaching / Training

Process / Package Auditing / Coaching

Project Portfolio (Demand) Process

optimization

Project Portfolio Process maturity

assessment

Examples of two tools in PPI Missions

Capgemini PPM Process Reference Model is our reference model for analysis, implementation, or change of business processes concerning PPM process improvement and automation.

Capgemini PPM Ambition Roadmap describes the three areas Process & Methodology, Tool & Architecture and People & Organisation to consider for a successful implementation. The three levels Control, Management and Governance indicate the ambition.

Types of Project Portfolio Management (PPM) we notice in our customers

from Ad Hoc to highly dynamic PPM

andeverythingin between

Some sample issues we findin the organizations we serve

• “What is a Baseline again?”

>> we see organizations where the PMs are not PMs

• “I expected better project intelligence to come to the surface”

>> the Governance Rules aren’t “Rules” but a free choice

• “My project schedule didn’t automatically update”

>> Hygiene. PPM packages can’t do everything

(like replace the PM)

Think Big, Start Small

The Case of the Implementation of Microsoft EPM 2010 at APG

About our customer APG• APG carries out collective pension

schemes for participants in the education, government and construction sectors, cleaning companies, housing corporations and energy and utility companies.

• APG manages pension assets of in total app. 250 billion Euro.

• APG works for over 20,000 employers and provides for the income of around 4.5 million participants.

• APG administrates over 30% of all collective pension schemes in the Netherlands.

APG CIS – Infra Development• Responsible for all IT infrastructure projects • Infra Delivery is both component in business projects and

has its own discretionary budget and project portfolio

• ROI Statement: Improve Project Portfolio governance within Infra, to realize stronger Business Alignment (doing the right things), and more accurate prediction of project delivery, through improved resource utilization(capacity management)

Why APG’s choice for EPM 2010?

• After reorganisation (to separate “Change the Business” from “Run the Business”), new tooling was needed – to replace too many spreadsheets and paper

• End User Tool policy: Microsoft, unless …• EPM 2010 provides a mature and integrated Portfolio

Management module • Tool selection process for pilot learned:

hosted MS EPM solution was considerably less expensive than competitors

• No formal ROI needed in support of the Business Case

Our Approach with APG for EPM implementation

• Start with a pilot– Quickly implement limited scope

> with APG: Resource Capacity Management

– Low investment (hosted environment)– Customize methods

• After proving its potential: use EPM real life!– Support existing users, consolidate usage– Extend features and expand user groups

• Show it to others– To acquire buy in, e.g. facilitate Project Managers with standard

project templates, based on internal infra project delivery method

EPM functional box APG – Phase1

IIdea &Portfolio ManagementManagement

Capture Ideas &Manage Demand

Strategic Goals

BusinessCase

Prepare Scenarios

AnalysePortfolio

EffectuatePortfolio

Manage Workflows

IProjectExecution Management

ProjectTemplate

Scheduling ProjectMetadata

Baselines AssignResources

Documents,Issues & Risk

Non-ProjectWork

IResourceAllocationManagement

GenericResources

NamedResources

Material & CostResources

OrganisationStructure

Skills Resource Metadata

ResourceCalendars

ITimesheetManagement

Record Time

PMApproval

Line Mgr.Approval

AdjustTimesheets

Admin.Time

% Complete RemainingHours

IReporting AnalysisViews

Dashboard PortfolioReporting

ProjectReporting

ResourceCapacity

ResourceUtilisation

Ad hocReporting

Scheduling ProjectMetadata

AssignResources

GenericResources

NamedResources

OrganisationStructure

Skills ResourceCalendars

Record Time

ResourceCapacity

AnalysePortfolio

Strategic Goals

PortfolioReporting

EnvisioningWorkshop - CRP

Business ProcessRedesign

ImplementationPlan

Training Installation Application Mgt.& Support

Phase 1LegendaDark green = completeLight green = partlyWhite = not this phaseYellow = discussionRed = problem at start

APG Implementation Highlights - 1

• Phase 1 = Pilot (2010Q2)– # Resources =30; # Users = 10– # Projects = 60– Duration = 4 months – Consultancy = half time, incl. training

• Result:– Insight into work at hand greatly improved– Resource Capacity Management greatly appreciated

APG Implementation Highlights - 2

• Phase 2 = Consolidate usage (2010Q3)– # Resources: 60; # Users =>25 (mainly PM’s) – # Projects = 100– PM’s improve schedules (templates)– Car jack principle: lift and lock

• Result:– Senior Management interested– Business Units want to join

APG Implementation Highlights - 3

• Phase 3 = Extension (2010Q4)– # BU’s => 3– # Resources => 150, # Users = 40– Portfolio Management “light” for 2011 Budget

• Formal process to implement Business Drivers and use for Project proposal assessment

– Introduce “Departments”– Setup EPM User Group

Approach to successful implementation

•Start small•Size / customize method•Show benefits to colleagues•Use car jack principle:

Lift & Lock

Points to remember• PPM solutions can cover an extensive process footprint,

and PPM packages are de facto ‘ERP systems for Projects’, supporting the ‘supply chain’ of Project Portfolio Management.

• Given their holistic, evidence-based character, PPM packages can facilitate a move to a more mature project organization, in which budgets, quality, risks, and capacitycan be managed.

• Tools do not solve problems, but when implemented and adopted well, they contribute to streamlining typical key bottlenecks in Governance, like collaboration, and management information capturing.

Questions?

Yves VervloesemExpert Group Lead

PPM/PMO Improvement

Capgemini Financial Services Netherlands/Belgium/Switzerland

Capgemini

Mobile + 32 497 053794 yves.vervloesem@capgemini.com

Leo Stigter

PPM Competence Center

Capgemini G/ITS Solutions

Capgemini

Mobile + 31 654 262 455 leo.stigter@capgemini.com