Better Together: Get More Work Done Today with Microsoft Office Project 2007 and Microsoft SharePoint 2007

Transcription

1 Better Together: Get More Work Done Today with Microsoft Office Project 2007 and Microsoft SharePoint 2007 Mike Kremer Business Productivity Specialist Microsoft Corporation

2 Agenda Introduction EPM Workgroup Overview and Demo Solutions Showcase: LMR Solutions Q&A

3 Project Strategy Extended Team: Everyone Involved In Projects Everyone Who Manages Projects PM Software Users Excel 18% Competitors 7% Project 15% Other Methods 60% Competitors 32% Project 68%

4 Microsoft Project Evolution Productivity Coordination Program Management Microsoft Project 1 4.x Microsoft Project Microsoft Project

5 Key Business Needs Executive Stakeholders Quality project outcome on time and on budget Project Managers Effective project management When will we really finish and what will it cost? How can I decrease the project cycle time? Can we reuse best practices across projects? How to have clear visibility into project risks and issues? How to have control over the project execution and finances? Team Members Better coordination within the team What am I supposed to deliver this week? How can I coordinate with others on my team? Resource Managers Skills-based and efficient resource management Where are my resources being utilized? Who's working on what and do they have the skills?

6 The Cost of Collaborative Project Management Organizational Change Services Tools

7 Microsoft Office Project Solutions Project/Work Management Solutions For Everyone EPM Enterprise Desktop Planning Individual Project Planning & Tracking EPM Workgroup Effective Project Management, Collaboration & Reporting Strategic Project/Portfolio Management, Collaboration & Reporting

8

9 EPM Workgroup: Overview and Demo Matt Wilson, EPM Specialist EPM Live

10 EPM Workgroup Overview Manage a wide variety of Work items with Microsoft Office Project and SharePoint

11 Effective Project Management 3 Steps to Project Management Success

12 How Does EPM Workgroup Work? Project Managers Create and Manage Task Lists Assign Resources Control Budget Team Members Update Task Progress Resolve Issues Collaborate on Documents Manage Work Browser View and Update Executives Browser & Microsoft Office View online dashboards Create Reports using Microsoft Office Applications IT Custom applications Programmatic Access View Project Progress Build Custom Workspace Templates Integrate with other Line of Business Applications

13 Flexible Site Structure Site Collection Workspace Workspace Workgroup Documents Documents Documents Project 1 Project 2 PMO Reports Reports Reports

14 Project Publisher Add-in for Microsoft Office Project 2007 Bi-directional publishing Publish to any existing WSS or MOSS 2007 site Publish any Microsoft Project field $150 per Project Manager Build teams and assign tasks Control editable fields Review team updates

15 EPM Workgroup Toolkit Project-based pre-configured site templates for SharePoint 2007 Site collection rollups (across all sites) Pre-configured SharePoint site templates Custom dashboards and web parts $3,500 per Front-End Server Custom reports Extensible and customizable Cost effective Fast and convenient project based SharePoint PM sites

16 Key Capabilities EPM Workgroup helps you to more easily and effectively: Create and Maintain Project Plans Optimize schedules, resources, and mitigate risks Lower project cycle times Communicate Plans and Status Assign work to team members and communicate critical dates, milestones, risks and issues Keep all projects and tasks up to date Track and Analyze Progress Make accurate business decisions concerning shifting priorities Proactively monitor cost and schedule performance to keep projects on track

17 Demo

18 Solution Showcase: LMR Solutions Jim Patterson, EPM Practice Director LMR Solutions

19 LMR Solutions Revolutionizing the Way Organizations deploy Microsoft EPM Solutions LMR Solutions is committed to providing end-to-end services and solutions to support the entire Enterprise Project Management Lifecycle Approach/Discipline Project, Program and Portfolio Management Enterprise Project Management (EPM) PM Best Practice Consulting Training Mentoring/Support Business Strategy Workshops EPM Health Checks Technology Implementation/Configuration Customized Solutions Hosting Software Integration and Development Digital Dashboards Business Intelligence Portal development and integration Business Process PMO Development Process development Strategic Alignment Balanced Scorecards Project Audits Since 1999, LMR Solutions is partnered with Microsoft to provide dynamic Enterprise Project Management Solutions through the Microsoft Office System to 300+ Successful Customers

20 LMR Solutions Implementing All tiers of Microsoft EPM solutions Less Mature Lightweight EPM Highly Mature Heavyweight EPM

21 Effective Project Management IT was using Microsoft Excel to manage project tasks and status Using SharePoint to collaborate and wanted to avoid retraining the entire team on a new tool Converted the existing Excel files into Microsoft Office Project files Deployed EPM Workgroup in their current SharePoint environment Built Web-Based Reports using SharePoint and SQL Reporting Services More accurate Project Schedules and Status Centralized project information for all projects Flexible Project Management solution that meets everyone project management maturity and requirements

22 BAE Systems EPM Application Architecture Client Applications Team Members/Executives Project Managers/Leads PKI- Firewall Backend Applications PKI- Firewall

23 Leveraging Microsoft Office Project Converted multi tab complex Microsoft Excel spreadsheet into simple Microsoft Project Plans for Effective Task and Schedule Management

24 Collaborate with Microsoft Office Project Easily publish and synchronize Microsoft Office Project files with a Microsoft Office SharePoint environment

25 Easy Task Management Communicate Responsibilities and Report Task Status in Real-time

26 Report on Status by Location

27 Report Center with SRS Reports Generated dynamic reports using SQL Reporting Server

28 Getting the Full Picture Project Server 2007 was deployed to manage large IT PMO Programs Corporate was looking for a standard Project Management Solution Adoption challenges from other departments to use the IT PMO solution Deployed the EPM Workgroup solution to provide lightweight project management solutions for Sales, HR, and other departments Integrated the EPM Workgroup and the IT PMO Project Server 2007 environment for a single reporting source for executives Increased Project Management Maturity at all levels of the organization Flexible Project Management solution that meets everyone project management maturity and requirements across the organization

29 Avery EPM Application Architecture IT PMO & Large Programs Other Departments & Small Projects

30 Leveraging the Entire EPM Solution

31 Portfolio Management Centralize all project information in a single dashboard view

32 Program Status Reports - Excel

33 Executive Dashboard: Portfolio Summary - Excel

34 Executive Dashboard: Financial Summary Excel

35 Other Quick Case Studies Challenges Solution Results Microsoft Project Server is not an approved application and is not supported by NMCI Deployed EPM Workgroup and integrated SharePoint with financial system for EVM Reporting Now an Official NAVSEA Corporate EPM Solution and is being deployed across 9 activities and over 8,400 Project Managers 2 failed EPM deployments (Innotas & Niku) and needed to establish quick wins to gain sponsorship Used EPM Live Workgroup (Online) solution to deploy quickly, and minimize up front investments Wide spread use of PM tools and standards. Significant savings on time and deployment costs

36 Next steps for a Successful Deployment EPM Business Strategy Workshop Map business requirements to solution features Provide implementation roadmap Business case, ROI and TCO Targeted SOW with fewer unknowns and variables 4-8 hours onsite with you to gather requirements Present findings, recommendations and value briefing

37 Q&A

38 Call to Action Road show special 20% Off retail for EPM Workgroup Offer good through April 15, 2008 Discount code: ROADSHOW08 Contact to schedule a live 1:1 demo to see how EPM Workgroup can work for you LMR Solutions provides a customer requirements session at no charge Map solutions and tools to customer specific needs