Cutting through the Clutter

Transcription

1 Cutting through the Clutter Understanding the Broad Set of PPM Solutions Available from Microsoft J. Kenneth Loewen Jr. CPA CGMA CMA MBA MCP P-TSP Director of Client Solutions Advisicon, Inc.

2 Presented by: Ken Loewen, CPA CGMA CMA MBA MCP P-TSP Director of Client Solutions, Advisicon Inc. Technology & Business PM since 1990 s Senior PPM client advisor and trainer Microsoft partner technology solutions provider PMO Consultant / Trainer and EPMO leader Ex-Microsoft (international finance team sr. manager) Ex-Deloitte (technology & strategy sr. manager) Mergers & Acquisitions project management September 13, 2017 (c) Advisicon - 1

3 Industry Recognized PPM Experts Business Intelligence & Dashboardsthors, Speakers, Trainers Consulting & Advisory Servicesment & Technical Staff 25 Years of PMO & Technology PPM Implementations or ADVIS (23847)

4 Today s Agenda What is the Pain (WATUSSE) History of Business Intelligence Where is BI Going for PPM Demonstration of Business Intelligence Audience Q&A Summary & Wrap-Up Empowering the Common PM to Extraordinary Results or ADVIS (23847)

5 Work, Project and Portfolio Management in the cloud PMO/Executives Portfolio Management Project Teams Project Management Ad hoc Teams Work Management Individuals Task Management Low Medium High Level of Complexity

6 The tools Office 365 Planner Task management Project task linking Inactive, active, complete Drag and drop Office 365 Groups SharePoint Online or on-premise Management of project artifacts Workflow Managed access Microsoft PPM (Project) Online or on-premise Task management Resource management Portfolio prioritization Includes SharePoint Scalable 1 enterprise Office (Word, Excel, Power BI, Teams, etc) Online or installed Project artifacts Collaborative work Online (free), mobile, and workstation SharePoint supported September 13, 2017 (c) Advisicon - 5

7 Office 365 Planner Task management Organize work visually Drag and drop Project task linking (coming) Office 365 only September 13, 2017 (c) Advisicon - 6

8 SharePoint Online and on-premise Team collaboration sites Workflow Flexible, robust document mgmt Powerful search Foundation of Project September 13, 2017 (c) Advisicon - 7

9 Microsoft PPM (Project) Online or on-premise Task, project, portfolio mgmt. Resource demand & capacity Scalable from one to enterprise Built-in templates Customized for the organization App and macro support The global standard September 13, 2017 (c) Advisicon - 8

10 Office / Office 365 Online and desktop Excel, Word, Outlook, PowerPoint, Access, Exchange, etc. Free online applications Flexible and familiar Online collaboration Templates, apps, macros Scalable for 1 to enterprise September 13, 2017 (c) Advisicon - 9

11 Let s look at: September 13, 2017 (c) Advisicon

12 Let s look at: September 13, 2017 (c) Advisicon

13 In summary Online and on-premise solutions choice is generally driven by data governance or scale considerations Scalable from one to enterprise Office 365 licensing by user by month pricing home/business/enterprise plans Capabilities scalable Robust task and resource management in the industry-standard MS Project Optionally integrated to online or on-premise servers Extended to portfolio prioritization and selection Task management can now be simplified in Office 365 Planner Power BI now extends the powerful reporting capabilities with a solution capable of integration with LOB platforms such as SAP, Dynamics 365 September 13, 2017 (c) Advisicon

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15 Parking Lot September 13, 2017 (c) Advisicon

16 Need More? Get a Free Project Online Trial Connect with Ken Loewen Ken.Loewen@Advisicon.com

17 Be sure to visit our Virtual Flash Drive Get free PDUs Webinar Wednesday September 13, 2017 (c) Advisicon

18 Wrap up & Survey Thanks in advance for your thoughtful recommendations for how this presentation can be improved. Feel free to send follow-up questions to September 13, 2017 (c) Advisicon