Transcript Presentation EPM Live Overview and Demo

EPM Live – Positioning for Enterprise
Project Management
Presented by: Sasha Lomas, PMP
ASL InfoTech inc.
March 3, 2010
Agenda
Introductions
Business Needs
Tool Overview
Demo
Questions
Who Is ASL InfoTech?
2009 – ASL focuses on PMO services – assists with PMO setup; grows EPM Live
Partner services & partnership; provides PMO as a Service
2008 – ASL provides project management tool as a service by forming
a partnership with EPM Live
2006 – ASL launches virtual Project Management Office and becomes
Microsoft registered partner
2004 – ASL manages integration and release delivery for large programs
2003 – ASL rescues critical project; plans program phase release;
plans and delivers projects for key retail program
2002 – ASL participates in implementation of Operational
Framework and process implementation for outsourced account
2001 – ASL forms strategic alliance with HMS Software
2000 – ASL provides PMO consulting for outsourced account
1997 - ASL InfoTech founded to provide IT consulting services for
clients across multiple business sectors to achieve Y2K compliance.
Who Is EPM Live?
Managed Microsoft Partner
• Microsoft Gold Certified
• Partner Advisory Council – EPMPAC
• Technical Advisor for EPM 2002, 03, 07 and 10
Experience - 1000+ Customers
• Implementation in over 35 different Countries
• Wide range of industry experience
Recognition
• Inc 500 – 5000 Fastest Growing Companies in 2008 and 2009
• Microsoft’s EPM “Partner of the Year” 2005, 2006, 2008 and 2009
• PMI “Project of the Year” Award 2006 and 2007
Partner Community
• Over 125 EPM Live Service Partners
• In Over 33 Countries
Business Needs
Executive Stakeholders
Quality project outcome on time and on budget
• How to have clear visibility into project risks and
Project Managers
issues?
• How to have control over the project execution
and finances?
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?
Team Members
Better coordination within the team
• What am I supposed to deliver this week?
• How can I coordinate with people in my team?
Resource Managers
Skills-based and efficient resource management
• Who is available to staff our new projects?
• Who's working on what and do they have the
skills?
Challenges for Project Teams
Plan projects and
schedule work effectively
to stay productive
Track and
Analyze critical
information
Communicating tasks
to other team
members
What does this solution address?
Managing client expectations
Clear milestones
Communication
Collaboration
EPM Live Capability Framework
Enterprise
Capabilities
Portfolio
Work
Resource
Management Management Management
Project
Management
Account
Management
Budget
Management
Time
Management
Software
Management
Business
Intelligence
Program
Management
Build Your Own
Tasks
Actions
Approvals
Changes
Bugs
Deliverables
Documents
Issues Applications
Procurements
Backlogs
Defects
Service Requests
Application
Templates
Work Features
Integration Data
Sources
Other
LOB’s
Tool Overview
General Information
Preconfigured SharePoint Templates
Project Portfolio Management
Task and Work Management
Resource Management
Budget Management
Issue, Risk & Change Management
Document Management
Reporting
Solution Architecture
Forms Server
Office
Excel Services
SharePoint
Visio
Work
Manager
Content
Collaboration
Management
Project
Desktop
Resource
Manager
Portfolio Work
Manager
Portal
Windows Server
Search
SQL
Project Server
Portfolio Server
Time
Manager
Business
Process
Management
Reporting Services
Business
Intelligence
Project Management Offerings
Enterprise
Workgroup
Workspace
Project Collaboration
Effective Project
Management &
Collaboration
Strategic Project/Portfolio
Management &
Collaboration
Enterprise Project & Work Modules
Portfolio Management
Time Management
Business Intelligence
Resource Management
Budget Management
Work Management
Rich Set of PM Features
Pre-Built Application Templates
Software
Development
Facility
Management
Application
Management
Project
Management
Operational
Management
Pre-built Work Features
Project Tasks
Issues
Incidents
Build your own
Recurring
Maintenance
Backlog
Multiple Project Workspaces
Project A
Project E, F, G
Project C
Project B
Project D
Manage All Site Content Information in
Individual SharePoint Workspace Sites
Project Requests and Proposals
Request and Select the “Right” Work
Monitor Project Portfolio
Create, share, and track everyday work in one location
Monitor Work Portfolio
Create, share, and track everyday work in one location
Executive Dashboard Views
Create dynamic dashboards and gain BI into Work
Analyze Data using Excel
Generate dynamic charts, static printable reports and diagrams with visual reports
feature
View Excel Reports on the Web
View dynamic Excel tables, pivot tables, charts using Microsoft
Excel Services (MOSS)
Collaborate with Microsoft Office Project
Easily publish and synchronize Microsoft Office Project files with a
Microsoft Office SharePoint environment
Build & Maintain Tasks in SharePoint
Manage online SharePoint Work Plans using Multiple Planning
Methodologies (Water Fall, Agile, SCRUM, Spiral, etc..)
Task Management
Communicate Responsibilities and Report Work Status in Real-time
Task Management
Communicate Responsibilities and Report Task Status in Real-time
Resource Planner
View and Edit Resource Assignments Across All Work Across Multiple Sites
View Resource load across all
work
Resource Capacity Planning
Budget Management
Budget Management
Manage Risks
Communicate and mitigate risks before they become issues
Manage Issues
Communicate and mitigate Issues
Document Management
Executive Dashboard Views
Create dynamic dashboards and gain BI into Work
Analyze Data
Generate dynamic charts, static printable reports and diagrams with visual reports
feature
Analyze Project Data with Dynamic Reports
Generate dynamic charts, static printable reports and diagrams with visual reports
feature
Report Center
Values
Project Manager
• Build complex project plans quickly with an easy-to-use desktop client
and manage those plans effectively
• Use resources optimally and lower project cycle time
• Communicate effectively and improve coordination within teams with
effective reports
Executive Stakeholder
• Realize lower project cycle time
• Gain visibility for better decision making with highly effective, consistent,
and timely reports
• Obtain more accurate and precise information about project investments
Team Member
• Improve ability to meet deadlines by having a clear view of critical dates
and milestones
• Gain more visibility and control of day-to-day work
• Align work with the company’s strategy, completing tasks efficiently
Achieve Effective Project Management
•
Create and maintain an optimized project execution plan
•
Track, analyze and control project progress according to the
project plan
•
Present reports and communicate project information in
various formats
•
Ensure teams are working towards the same goal
•
Keep teams informed of all changes to the project
•
Collaborate and coordinate easily with others on the team
•
Promote continuous improvement
Start Online Today…
Reports
Issues
Risks
Documents
Project Plans
Status Reports
Tasks/Actions
And Bring In-House at Anytime
Reports
Issues
Risks
Documents
Project Plans
Status Reports
Tasks/Actions
Easy EPM Live
Self Service EPM Live Offering
– Provides a Configuration Page for Build-to-Order Process
• Project Level Custom Fields
• Task Level Custom Fields
• Enterprise Resources and Custom Fields
– Out of the Box Feature Set
• Views, Settings, Project Creation, Reports
– Provides basic SharePoint Enterprise Project Capabilities
• 1 Top Site Template
• 1 Project Workspace Template
– Allows an organization to use the EPM Live Solution with
only hours of Setup
– Allows an organization to grow into a complete EPM Live
solution