Transcript Document
UMT and Microsoft Presenting Tips and Tricks Basics What’s new in Microsoft Project 2010 Brian Feder, MBA, PMP Senior Vice President UMT Consulting Group 2 UMT Services Consulting Portfolio Management and Capital Planning Application Portfolio Management Demand Management Maturity Assessment & Envisioning Enterprise Project / Work Management Portfolio, Program, Project Reporting Resource Management Corporate, Business, IT and PMO Governance Architecture Technology Infrastructure Sizing and Roadmap Installation, configuration, integration, customization Custom Reports Development Setup and Management of PMO, Center of Excellence Process Dev Support Post-implementation Support Support Web Portal, Telephone, and Ongoing On-site Support Services Configuration Training Portfolio Server Project Server & Project Professional Portfolio Analysis Project and Program Management UMT’s 2010 Project Financial Server 3 Product Development Partner Client UMT Developed the Portfolio Server product and gateway to Project Server acquired by MS in 2006. UMT is an International firm and the largest EPM vendor in North America with 8 regional US offices. UMT is the preferred partner for Microsoft Internal PPM. UMT has released the Project Financial Server product built on SharePoint 2010. UMT has been contracted to deliver Enterprise Project Management University training classes on behalf of Microsoft. UMT has worked to design processes to support Portfolio Selection / Optimization, Benefits Realization, Project Execution, and PMO Set Up. UMT is on the Microsoft Product Advisory Council and primary EPM Partner beta tester for Project 2010. UMT was awarded the Microsoft 2010 EPM Partner of the Year award UMT has implemented Project 2007 & 2010 for Microsoft IT, Legal, Global Customer Support, Operations, and Human Resources supporting over 40,000 users. 4 June 2009 - Gartner Awards UMT with Best Project Portfolio Management Strategic Solution Provider June 2010 – UMT Releases Project Financial Server 2010 July 2010 – Microsoft EPM Partner of the year 5 Top 10 Benefits of Project Server 2010: 1. 2. Unified Project & Portfolio Management Drive Accountability & Control with Governance Workflow 3. Standardize & Streamline Project Initiation 4. Select the Right Portfolios that Align with Strategy 5. Easily Build Web-based Project Schedules 6. Intuitively Submit Time & Task Updates 7. Gain Visibility & Control Through Reports & Dashboards 8. Simplified Administration & Flexibility 9. Gain Additional Value from the Microsoft Platform 10. Extensible & Programmable Platform 6 Four typical phases of demand management lifecycle Enterprise Project & Portfolio Management Create Select Plan Demand Management Portfolio Selection Work Planning 7 Manage Collaboration & Reporting 8 9 10 11 12 13 14 15 16 17 18 19 20 What’s New In MSP 2010 Demo 21 Comprehensive EPM with PS2010 • PPM • EPTs • PDPs • PFS • Workflow • Selection • Strategic Alignment • Constraints - Costs • Constraints - Resources • PWA Scheduling • Exceptions: Calculate, FS dependency, % allocate resources • Build Team • SP sites • Project Professional 2010 • Ribbon • Excel like experience • Copy / Paste with fidelity • Timeline View • Manually Schedule Tasks • Team Planner • Highlight Filters • Text Styles • BI in PS2010 Sample Schedule to copy-paste into Project Professional 2010: Phase 1: Initiation Identify and meet with stakeholders for requirements Evaluate impact with Network and Data Center Develop Project Charter Milestone: project approval Phase 2: Planning Develop project scope Develop project plan and schedule Milestone: Plan Approval Phase 3: Execution Design Develop Implement Milestone: Sign off Phase 4: Closing Review and document Post Implementation Milestone: project closed 23 Come by the UMT booth E-mail: [email protected] 24 Why UMT? • 20 Years of consulting experience in the Project and Portfolio Management Space. • Specialization in both technical consulting and business process consulting with strong focus on user adoption and change management. Most Experience • Strong customer references and case studies • Only PPM Consulting vendor nominated by Gartner for PPM Strategy • UMT has the longest running successful track record in the PPM consulting industry • Record for building a foundation for quick wins with a vision for a long term strategy. • Competitive industry pricing History of Success UMT’s Best Practice Solution Rec om men dati ons Technical Expertise Process and Training Experts • Industry experts in project and portfolio management • UMT consultants are frequent speakers at PMI and other industry events • Strategy for deployment success: Building a foundation, finding early adopters, focusing on change and adoption before wide deployment. • Dedicated Training institute for Project and Portfolio Management business process training. • Excellent national staff of business and technical consultants that are SMEs in all relevant Microsoft Technologies • Only consulting organization to have SME’s experienced with implementing Portfolio and Project server since the first release of both products. • 50% of our staff are dedicated Project Server Specialists. 25