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(1)

EPM Solution: Executive Overview and Discussion

EPM Solution: Executive Overview and Discussion

James Wright

Christopher Pond

1

Microsoft Enterprise

(2)

Agenda

9:30 – 09:45

Introduction

9:45 – 10:45

Microsoft Project Server 2010

James Wright – Principal Consultant

10:45 – 11:00

Refreshments

11:00 – 12:00

Microsoft Project Server 2010

12:00 – 13:00

Break

13:00 – 14:00

Microsoft SharePoint Server 2010

Christopher Pond – Senior Consultant

14:00 – 14:15

Refreshments

(3)

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 Organisation

that can provide Microsoft EPM solutions & P3M consulting

Over 11,000 delegates trained

(4)

European Coverage

(5)

Solutions

P3O Consulting

PMO setup

Recruitment

Pre-packaged EPMoffice

TM

Client Specific EPM Deployments

Hosted / SaaS

SAP integration

Dedicated support

Training

(6)

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

challenges and needs

(7)

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?

(8)
(9)

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

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

(10)

Another Way of Looking at it…

O

rg

a

n

is

a

ti

o

n

P

ro

ce

ss

P

e

o

p

le

Te

ch

n

o

lo

g

y

Strategy & Vision

F

in

a

n

ce

H

R

C

R

M

C

h

a

n

g

e

?

P

3O

/

E

P

M

(11)

Alignment

with Business

Objectives

Visibility & Control

Collaboration

Enterprise

Project

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

(12)

Microsoft Project Evolution

From desktop scheduling to project & portfolio management

Scheduling

Simple reporting

Task management

Print

Resource tracking

Program

Management

Portfolio

Management

Reporting

Project

Collaboration

Resource

Management

Financial

Management

(13)

Source:“

MarketScope for Project and Portfolio Management

Applications

”, GartnerResearch, June 2011

Microsoft received the

highest rating possible with

a

Strong/Positive

rating

June 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.

(14)
(15)

Solution components

Executives

Resource Managers

Team Members

Project Managers / Planners

Line of

Business Systems

(16)
(17)

Toolset Capability

End to end Project &

Portfolio Management

Portfolio Selection &

Prioritisation

Capacity Planning

Flexible scheduling

Enhanced Reporting &

(18)

Making the change

an 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 effective

delivery

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

(19)

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 Reporting

Financial Management

High Level Risks & Issues

Status – RAG & Narrative

Governance

Workflow

Portfolio

Management

Detailed Risk & Issue

Management & Tracking

Lifecycles and Stage Gates

to Manage/Track Delivery of

Projects

CMMI/Adherence to Process

Collection of project

requests

Prioritisation & approval

Portfolio management

Time and cost

actuals

Resource Management

Time & cost actuals

Detailed activity planning &

tracking

Activity level resource

management

Capacity Planning at Role

Level

Foundation

(20)

Training

System

Configuration

Validation

Testing

Design

Phase 4

Roll Out

Example Implementation Plan

Technical Design and

Installation

Month 4

Month 5

Month 6

Project Management

Month 7

Month 8

Month 9

Month 1

Iterative

Prototyping

Training

System

Configuration

System

Configuration

Validation

Testing

Design

Phase 3

Roll Out

Proof of Concept

Workshops and Iterative

Prototyping

Month 2

Month 3

Training

System

Configuration

Validation

Testing

Design

Phase 1

Roll Out

Training

System

Configuration

Validation

Testing

Design

Phase 2

Roll Out

Month 10

(21)

Solutions

P3O Consulting

PMO setup

Recruitment

Pre-packaged EPMoffice

TM

Client Specific EPM Deployments

Hosted / SaaS

SAP integration

Dedicated support

Training

(22)

Thank you for your time

We will follow up with slides & links

Consider setting up a more detailed

discussion with CPS

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