Project Server 2010 Demand Management (Part 2 of 4)

Tim Runcie, MCTS, MVP, PMPAdvisicon, Inc.www.Advisicon.com

Project Server 2010 – Demand Management WebcastsWhat to Expect

• Overview (Part 1 of 4) – May 4th• Create and Select Phases (Part 2 of 4) – May 11th• Plan, Manage, and Close Phases (Part 3 of 4) – May 17th• Test the Theory and Review (Part 4 of 4) – May 25th

Upcoming and recorded webcasts/podcasts:www.microsoft.com/events/series/epm.aspx

Built using Microsoft® Project Professional 2010 ©

May 9, '10 May 16, '10 May 23, '10

Microsoft® Project Server 2010: Demand Management webcastsMay 4 - May 25

OverviewMay 4

Create and Select PhasesMay 11

Plan, Manage, and Close Phases

May 17

Test the Theory and ReviewMay 25

Agenda• Short Recap Project Server & Demand Management • Introduction: Ideas Turned to Results• Demand Management Create • Demand Management Select• Recap and Questions

3

RecapDemand Management: What is it and Why Do I need it

Recap on Demand Management & EPM 2010

Quick Recap:• Demand Management is needed by Organizations to

Address both Portfolio & Strategic Planning– You can’ do when you don’t have

• Using Project Server 2010 to address Demand Management– Meta Data Connected & Accessible– The Right Ingredients: EW + FD – CC

(Existing Work Tied to Future Demand Needs cross checked with current capacity)

• Automating Workflows around existing & new business processes (automating manual work)

• Dashboards, Dashboards Dashboards (tied to real-time metrics)

IntroductionDemand Management: What is it and Why Do I need it

How to Turn Ideas Into Results

Project/Program Lifecycle Management (PLM):• Logical sequence of activities to accomplish the

pre-defined goals or objectives• Consists of multiple phases and stages• Phases help in efficient planning, organizing

resources • PLM objectively measures achievement of goals

and justify their decisions to move ahead, correct, or terminate

Project Management Lifecycle States

Project Initiation

Project Planning

Project Execution

Project Closure

Select

Plan

Manage

Close

Rejected Ideas

Create

• Demands• Requirements• Ideas

Create and Select is Top Down Management

Portfolio Prioritization

Capacity Planning

Demand Management

Portfolio Optimization

Portfolio Reporting

Business Case Definition

Create Select

Initiate Plan

PLM States – Create Phase

What is it to Create• It is the very first stage

• A business idea is evolved in project terms

• It outlines:– The scope of the project – The approach to be taken to deliver

the desired outputs

• It becomes the baseline for funding approval

Key capabilities

• Develop a Business Case

• Undertake a Feasibility Study

• Establish the Project Charter

• Appoint the Project Team

• Set up the Project Office

• Perform Phase Review

Project Initiation

11

DEMO – Create

PLM States --- Select Phase

Project Initiation

Select

What is it to Select• Identify the optimal set of projects based on

– Business Drivers– Constraints

• Facilitates alignment of financial decisions with organizations strategic goals

Key capabilities• Define and communicate the business strategy

• Drive executive consensus around business driver priorities

• Objectively prioritize competing projects from multiple dimensions

• Identify the optimal portfolio under varying budget and portfolio constraints

• Effectively communicate tradeoffs

• Maximize resource utilization and ensure enough resource capacity

RESULTS -- This initiative will:• Improve customer satisfaction • Improve product quality• Increase service quality• Enhance customer level training• Outsource customer service• Expand into new market

Business Drivers

What are They• Factors in the broader business environment

that either impact the financial institution or provide opportunity for business expansion

• They are specific, actionable, and measurable objectives

• The strategic responses identify the business priorities designed to take advantage of those drivers.

• The technology initiatives identify the key areas of focus to provide the infrastructure and tools to support the business initiatives.

Examples• Regulatory change and compliance

• Competitive threats

• Changing customer preferences

• Revenue growth

• Operational efficiency

• Develop global risk model

• Build IT governance strategies

• Improve technology framework and infrastructure

• Expand multi-asset-class trading

• Foster consolidation and rationalization of venders

14

DEMO -- Select

Summary

Project Server 2010 Project Lifecycle Create and Select

• Standards to organize ideas and enable proposed project visibility

• Accessible proposal types to promote collaboration and ideas

• Adopt business case processes that meets needs of multiplestakeholders and different types of projects

• Workflows and structure to provide visibility to the appropriate stakeholders for prioritization

- Resources

• Product information and trial download– www.microsoft.com/project/2010/ – Project Team Blog http://blogs.msdn.com/project/

• Interactive content - Videos , Sessions, and Webcasts – www.microsoft.com/showcase/en/US/channels/microsoftproject/– www.microsoft.com/events/series/epm.aspx

• IT Professional related– TechCenter @ TechNet http://technet.microsoft.com/ProjectServer/ – Admin Blog http://blogs.technet.com/projectadministration/

• Developer related – Developer center @ MSDN® http://msdn.microsoft.com/Project/ – Programmability blog http://blogs.msdn.com/project_programmability/

• Additional questions? Project 2010 Forums!– http://social.msdn.microsoft.com/Forums/en-US/category/projectserver2010,p

rojectprofessional2010/

• Microsoft® SharePoint® 2010– http://sharepoint.microsoft.com

FORUMSProject Professional 2010• General Questions and AnswersProject Server 2010 • General Questions and Answers• Setup, Upgrade, Administration, and

Operation• Customization and Programming

Questions and Answers

• Submit text questions using the “Ask” button• Don’t forget to fill out the survey• For upcoming and previously live webcasts:

www.microsoft.com/webcast • Got webcast content ideas? Contact us at:

http://go.microsoft.com/fwlink/?LinkId=41781

© 2008 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.

© 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.