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Microsoft
EPM 2010



        Copyright © 2011 Systemethod Pte Ltd
PRESENTERS
 Nah Wee Yang      PMP, CITPM
 Systemethod Pte Ltd

 E : wynah@systemethod.com




   Microsoft Enterprise Project Management
       Project Management
       Dashboard                      EPM Implementation
  QuickStart™ EPM     Microsoft Project Training
                                 EPM Planning
 Project Server Customization
                                    Workshop
                        Copyright © 2011 Systemethod Pte Ltd
•   Specialized in Enterprise Project & Portfolio
    Management
     Consulting and workshops in portfolio analysis and project
      management practices
     Microsoft Enterprise Project & Portfolio Management (EPM)
      solutions


•   Customers
     Government agencies; defence industry; banking and financial
      institutions; high tech R&D centres; bio-science; engineering;
      oil and gas.

                         Copyright © 2011 Systemethod Pte Ltd
OVERVIEW




           Copyright © 2011 Systemethod Pte Ltd
OVERVIEW
         Portfolio & Project Management
        Portfolio Management enables organizations to identify and
          select the investments that will maximize business value
 100%
                                                                     50%
                                                                   Value Lost
                     Portfolio
                    Management

 66%
                                                                                       Project Management
                         50%                                                           helps ensure
                    Value Realized                                                     organizations
                                                                  Project              successfully deliver the
                                                                Management             selected investments
                                                                                       and realize the
                                                                                       business value



   0%                                                          75%              100%
             Ability to Realize Business-Value Potential
                                     Copyright © 2011 Systemethod Pte Ltd
OVERVIEW

                            Team Members



                                                                Resource Managers


  Exec Stakeholders



                                                                        IT
                      Project & Portfolio Managers




 Unleash the Power of Microsoft Project to Enterprise
                         Copyright © 2011 Systemethod Pte Ltd
OVERVIEW

 •   Demand Management
 •   Portfolio Management
 •   Project & Resource Management
 •   Dashboard and Reporting




                  Copyright © 2011 Systemethod Pte Ltd
OVERVIEW
                                         Key Requirements
 Demand Management
  • Capture all demand/proposal in one place
  • Support different demand types
  • Different demand triggers different
    types of workflow
  • Align demand with business strategy
  • Manage entire demand lifecycle

  Capture     Control                Build
     all        via                 Business
  Requests    Workflow               Case


                     Copyright © 2011 Systemethod Pte Ltd
OVERVIEW
                                       Key Requirements
 Portfolio Management
  • Common experience across full
    PPM lifecycle
  • Flexible project capture and
    initiation
  • Enhance governance through
    workflow
  • Powerful portfolio selection
    analytics



                   Copyright © 2011 Systemethod Pte Ltd
OVERVIEW
                                         Key Requirements
 Project Management
   • Consolidation of enterprise projects
     and resources information
   • Sharing of project documents,
     issues and risks
   • Collaborations
   • Timesheet features
   • Resource capacity views



                     Copyright © 2011 Systemethod Pte Ltd
OVERVIEW
                                           Key Requirements
 Dashboard and Reporting
   •   Multi-dimensional analysis
   •   ‘Actual’ project information
   •   Data integrity
   •   Easily create reports and dashboards




                       Copyright © 2011 Systemethod Pte Ltd
OVERVIEW
                                                                  EPM Solution
 Work management solutions for individuals, teams, and the enterprise




                                                                          Synch to SharePoint




                 The Business Collaboration Platform for the Enterprise and the Web
                           Copyright © 2011 Systemethod Pte Ltd
OVERVIEW
                                                                  EPM
User Front-




                                                            Components
   End
Application Server
Platform




                     Copyright © 2011 Systemethod Pte Ltd
EPM SCENARIO


  Project Management &
  Resource Management



          Copyright © 2011 Systemethod Pte Ltd
EPM SCENARIO
User Front-




                                                                        Executive
   End




                                                    Project Manager
Application Server




                                                                      Team Member
Platform




                     Copyright © 2011 Systemethod Pte Ltd
EPM SCENARIO
 Scenario 1: Project Status Tracking
                                       
                              Project Schedule
                                  Creation


                                                            Carol
                                                         Project Manager
                      Progress Update

       Sam
    Team Member
                                       
                              Approve Update

                  Copyright © 2011 Systemethod Pte Ltd
EPM SCENARIO
 Scenario 1: Project Status Tracking

 Project Schedule Creation
   –   Create schedule using template
   –   Assign resources
                                                                  Carol
   –   Baseline the schedule                                  Project Manager
   –   Publish the schedule




                       Copyright © 2011 Systemethod Pte Ltd
EPM SCENARIO
 Scenario 1: Project Status Tracking

 Progress Update
  – Receives notification on task assignment
  – Update task progress




                                                              Sam
                                                           Team Member



                    Copyright © 2011 Systemethod Pte Ltd
EPM SCENARIO
 Scenario 1: Project Status Tracking

 Approve Update
  – Receives notification on task updates
  – Preview & approve task update
  – Publish the project schedule


                                                                Carol
                                                            Project Manager




                     Copyright © 2011 Systemethod Pte Ltd
EPM SCENARIO
 Scenario 2: Resource Management

 • Resource Center
   – Show resource utilization and capacity
   – Consolidated view on resources in projects




                                                                 Tom
                                                            Resource Manager


                     Copyright © 2011 Systemethod Pte Ltd
EPM SCENARIO
 Scenario 3: Project Collaboration

 • Document Tracking

 • Issues Register                                          Carol
                                                 Project Manager


 • Risk Register

                                                            Sam
                                                  Team Member

                     Copyright © 2011 Systemethod Pte Ltd
EPM SCENARIO
 Scenario 4: Dashboard & Reporting

 • Project Center
   – Consolidated status view on
     projects / programs
                                                             Bob
                                                           Executive
 • Business Intelligence Center
   – Project performance dashboard


                    Copyright © 2011 Systemethod Pte Ltd
PROJECT PORTFOLIO MANAGEMENT



  Demand Management &
  Portfolio Management



          Copyright © 2011 Systemethod Pte Ltd
PROJECT PORTFOLIO MANAGEMENT
 Concept
                                                  Demands
                                        List of project proposals


                                                       Portfolio Analysis
                                                    Prioritization & optimization


                                                               Project Selection




           Copyright © 2011 Systemethod Pte Ltd
PROJECT PORTFOLIO MANAGEMENT
 Business Case
 • Project Costs and Benefits
 • Project Resource Requirements
 • Project Risks Assessment




                Copyright © 2011 Systemethod Pte Ltd
PROJECT PORTFOLIO MANAGEMENT
 Business Drivers
 • Prioritization
 • Pairwise Comparison
             Driver A
                        Driver B




                                                         Driver E
                                   Driver C
                                              Driver D


                                                                    Driver F
                                                                               Driver G




  Business                                                                                                                           Prioritized Business Drivers
  Driver
                                                                                          Score      Importance     Driver D
  Driver A              1          1          0          0          0          0           2            10%
                                                                                                                    Driver B
  Driver B   0                     1          0          1          1          1           4            20%
  Driver C                                                                                                          Driver C
             0          0                     0          1          1          1           3            15%
  Driver D                                                                                                          Driver G
             1          1          1                     0          1          0           4            20%
  Driver E                                                                                                          Driver E
             1          0          0          1                     1          0           3            15%
  Driver F                                                                                                          Driver A
             1          0          0          0          0                     0           1            5%
  Driver G                                                                                                           Driver F
             1          0          0          1          1          0                      3            15%
                                                                                           20          100%                     0%      5%      10%    15%     20%   25%

                                                                                                Copyright © 2011 Systemethod Pte Ltd
PROJECT PORTFOLIO MANAGEMENT
 Portfolio Analysis
 • Portfolio Prioritization
   – Compare against Business Driver


 • Portfolio Optimization
   – What-if scenario against multiple
     constraints
   – Optimum selection of project



                       Copyright © 2011 Systemethod Pte Ltd
CONCLUSION

 • Unified project and portfolio management
   platform
 • Easy to setup portfolio tools and techniques
 • Optimize company resources to meet business
   strategy
 • Consistency and documented check-points
   throughout portfolio and project management
   processes
 • Focus on return on project investments

                   Copyright © 2011 Systemethod Pte Ltd
Art and Science have their meeting point in Method




   Thank You
                                                                Nah Wee Yang
                                                             Systemethod Pte Ltd
   http://www.slideshare.net/wynah

                                                               T : + 65 6776 2240
                                                     E : wynah@systemethod.com
                                                           info@systemethod.com

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Microsoft Project Server 2010

  • 1. Microsoft EPM 2010 Copyright © 2011 Systemethod Pte Ltd
  • 2. PRESENTERS Nah Wee Yang PMP, CITPM Systemethod Pte Ltd E : wynah@systemethod.com Microsoft Enterprise Project Management Project Management Dashboard EPM Implementation QuickStart™ EPM Microsoft Project Training EPM Planning Project Server Customization Workshop Copyright © 2011 Systemethod Pte Ltd
  • 3. Specialized in Enterprise Project & Portfolio Management  Consulting and workshops in portfolio analysis and project management practices  Microsoft Enterprise Project & Portfolio Management (EPM) solutions • Customers  Government agencies; defence industry; banking and financial institutions; high tech R&D centres; bio-science; engineering; oil and gas. Copyright © 2011 Systemethod Pte Ltd
  • 4. OVERVIEW Copyright © 2011 Systemethod Pte Ltd
  • 5. OVERVIEW Portfolio & Project Management Portfolio Management enables organizations to identify and select the investments that will maximize business value 100% 50% Value Lost Portfolio Management 66% Project Management 50% helps ensure Value Realized organizations Project successfully deliver the Management selected investments and realize the business value 0% 75% 100% Ability to Realize Business-Value Potential Copyright © 2011 Systemethod Pte Ltd
  • 6. OVERVIEW Team Members Resource Managers Exec Stakeholders IT Project & Portfolio Managers Unleash the Power of Microsoft Project to Enterprise Copyright © 2011 Systemethod Pte Ltd
  • 7. OVERVIEW • Demand Management • Portfolio Management • Project & Resource Management • Dashboard and Reporting Copyright © 2011 Systemethod Pte Ltd
  • 8. OVERVIEW Key Requirements Demand Management • Capture all demand/proposal in one place • Support different demand types • Different demand triggers different types of workflow • Align demand with business strategy • Manage entire demand lifecycle Capture Control Build all via Business Requests Workflow Case Copyright © 2011 Systemethod Pte Ltd
  • 9. OVERVIEW Key Requirements Portfolio Management • Common experience across full PPM lifecycle • Flexible project capture and initiation • Enhance governance through workflow • Powerful portfolio selection analytics Copyright © 2011 Systemethod Pte Ltd
  • 10. OVERVIEW Key Requirements Project Management • Consolidation of enterprise projects and resources information • Sharing of project documents, issues and risks • Collaborations • Timesheet features • Resource capacity views Copyright © 2011 Systemethod Pte Ltd
  • 11. OVERVIEW Key Requirements Dashboard and Reporting • Multi-dimensional analysis • ‘Actual’ project information • Data integrity • Easily create reports and dashboards Copyright © 2011 Systemethod Pte Ltd
  • 12. OVERVIEW EPM Solution Work management solutions for individuals, teams, and the enterprise Synch to SharePoint The Business Collaboration Platform for the Enterprise and the Web Copyright © 2011 Systemethod Pte Ltd
  • 13. OVERVIEW EPM User Front- Components End Application Server Platform Copyright © 2011 Systemethod Pte Ltd
  • 14. EPM SCENARIO Project Management & Resource Management Copyright © 2011 Systemethod Pte Ltd
  • 15. EPM SCENARIO User Front- Executive End Project Manager Application Server Team Member Platform Copyright © 2011 Systemethod Pte Ltd
  • 16. EPM SCENARIO Scenario 1: Project Status Tracking  Project Schedule Creation  Carol Project Manager Progress Update Sam Team Member  Approve Update Copyright © 2011 Systemethod Pte Ltd
  • 17. EPM SCENARIO Scenario 1: Project Status Tracking  Project Schedule Creation – Create schedule using template – Assign resources Carol – Baseline the schedule Project Manager – Publish the schedule Copyright © 2011 Systemethod Pte Ltd
  • 18. EPM SCENARIO Scenario 1: Project Status Tracking  Progress Update – Receives notification on task assignment – Update task progress Sam Team Member Copyright © 2011 Systemethod Pte Ltd
  • 19. EPM SCENARIO Scenario 1: Project Status Tracking  Approve Update – Receives notification on task updates – Preview & approve task update – Publish the project schedule Carol Project Manager Copyright © 2011 Systemethod Pte Ltd
  • 20. EPM SCENARIO Scenario 2: Resource Management • Resource Center – Show resource utilization and capacity – Consolidated view on resources in projects Tom Resource Manager Copyright © 2011 Systemethod Pte Ltd
  • 21. EPM SCENARIO Scenario 3: Project Collaboration • Document Tracking • Issues Register Carol Project Manager • Risk Register Sam Team Member Copyright © 2011 Systemethod Pte Ltd
  • 22. EPM SCENARIO Scenario 4: Dashboard & Reporting • Project Center – Consolidated status view on projects / programs Bob Executive • Business Intelligence Center – Project performance dashboard Copyright © 2011 Systemethod Pte Ltd
  • 23. PROJECT PORTFOLIO MANAGEMENT Demand Management & Portfolio Management Copyright © 2011 Systemethod Pte Ltd
  • 24. PROJECT PORTFOLIO MANAGEMENT Concept Demands List of project proposals Portfolio Analysis Prioritization & optimization Project Selection Copyright © 2011 Systemethod Pte Ltd
  • 25. PROJECT PORTFOLIO MANAGEMENT Business Case • Project Costs and Benefits • Project Resource Requirements • Project Risks Assessment Copyright © 2011 Systemethod Pte Ltd
  • 26. PROJECT PORTFOLIO MANAGEMENT Business Drivers • Prioritization • Pairwise Comparison Driver A Driver B Driver E Driver C Driver D Driver F Driver G Business Prioritized Business Drivers Driver Score Importance Driver D Driver A 1 1 0 0 0 0 2 10% Driver B Driver B 0 1 0 1 1 1 4 20% Driver C Driver C 0 0 0 1 1 1 3 15% Driver D Driver G 1 1 1 0 1 0 4 20% Driver E Driver E 1 0 0 1 1 0 3 15% Driver F Driver A 1 0 0 0 0 0 1 5% Driver G Driver F 1 0 0 1 1 0 3 15% 20 100% 0% 5% 10% 15% 20% 25% Copyright © 2011 Systemethod Pte Ltd
  • 27. PROJECT PORTFOLIO MANAGEMENT Portfolio Analysis • Portfolio Prioritization – Compare against Business Driver • Portfolio Optimization – What-if scenario against multiple constraints – Optimum selection of project Copyright © 2011 Systemethod Pte Ltd
  • 28. CONCLUSION • Unified project and portfolio management platform • Easy to setup portfolio tools and techniques • Optimize company resources to meet business strategy • Consistency and documented check-points throughout portfolio and project management processes • Focus on return on project investments Copyright © 2011 Systemethod Pte Ltd
  • 29. Art and Science have their meeting point in Method Thank You Nah Wee Yang Systemethod Pte Ltd http://www.slideshare.net/wynah T : + 65 6776 2240 E : wynah@systemethod.com info@systemethod.com