Transcript Presentation Title - EPK-Suite Portfolio Management

SMART EPM
The Work Management Solution
Matt Wilson
LMR Solutions
VP of Business Development
January 25, 2007
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LMR Solutions is a Full-Service Program
and Project Management Firm
• LMR Solutions was founded in 1999 by a group of
Consultants and Managers from KPMG Consulting
• “Go-To” Partners for Enterprise Project/Work
Management Solutions
• Microsoft Managed Partners in CAS/Enterprise,
SMS&P, Federal and SLG spaces
LMR Solutions
LMR Solutions is committed to providing end-to-end
services and solutions to support the entire
Project/Work Management Lifecycle
PROFESSIONAL
SERVICES
• EPM Business Strategy
• PMO Business Strategy
• Solution Architecture
• Custom Development
• Process Development
• Microsoft Project
Training
• EPK Training
SOLUTIONS &
TOOLS
PROJECT
EXECUTION SUPPORT
• Demand Management
• Portfolio Management
• Schedule Management
• Resource Management
• Time Management
• Collaboration
• Risk and Issue
Management
• ERP/LOB Integration
• Scheduling Support
• Project Control
Specialists
• Staff Augmentation
• Portfolio Analysts
• System Administration
• Managed Services
Excellence and Best Practices
 Microsoft’s 2005 “PARTNER OF THE
YEAR” for Excellence of Best
Practice in Microsoft EPM
 Microsoft “EPM GLOBAL
EXCELLENCE” Award Winner 2006
 PMI’s 2006 “Project of the Year”
Award for our Best Practices in
Project Management
 Microsoft’s Excellence Award for
BEST PRACTICES &
COMPETENCIES in Project
Management
250+ EPM Deployments
Healthcare & Pharmaceuticals
 AMN Healthcare
 Eisenhower Medical Center
 Medsphere
 AMGEN
 Sharp Healthcare
 Guidant Corporation
 Lerreta
 Yavapai Medical Center
 MedImpact
 Biosites
 Liener
 FFF Enterprise
 Valeant Pharmaceuticals
State and Local Governments

San Diego City Schools

City of La Mesa

California National Guard

San Diego County PWD

City of San Diego
Department of Defense
 Shore Intermediate
Maintenance
 Space and Naval Warfare
Command
 Marine Corps Tactical
System
 NSWC Carderock
 OPNAV N81
 NUWC Keyport
 Indian Head NAVSEA

Military Sealift Command


Defense Contractors
 BAE Systems
 Raytheon
 SAIC
 General Atomics
 NASA
 Intelligent Automation
 Northrop Grumman
 SpaceDev
 Titan
Oil, Gas and Utilities
 OTAY Water District
 Sempra Energy and Utilities
 LA Metropolitan Water
District
Media and Publishing
 Directors Guild of America
 Harcourt Publishing
 UpperDeck
 San Diego Union Tribune
 SEMA
 National Pen
 National Inventors Hall of
Fame
 Advanced Marketing
Services
Professional Services
 Epsilon





Interlink
TriTech
Mecachrome
Constellation Software
Fire Materials Group
Field Centrix
TVA
Manufacturing
 Cymer
 Bucknives
 Toyota Motor Company
 TRIMCO Finishes
 Surebeam
 Haas Automations
 American Honda
 Hersheys
Construction
 Westfield Shopping Centers
 DR Horton
Communications
 Cable and Wireless
 Qualcomm
 VelociTel
Financial
 American Mortgage
Network
 Accredited Home Lender
 New Century
 Toyota Financial Credit
Union





First Future Credit
Union
Title Guaranty of
Hawaii
First American
Pacific Life
Brandes
Investments
Retail
 PETCO
 Mail Boxes Etc.
(UPS)
 ProFlowers.com
 Rubio’s Restaurants
 Charlotte Russe
 Buck Knives
High Tech
 Apogen
Technologies
 Beckman Coulter
 ViaSat
 Intuit
 Microsoft
 Sammy Studios
 Embarcadero
Technologies
 Innova Systems
 Dudek & Associates
 Toshiba
 Qualcomm
EPK Customers
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Customer Needs
Doing the Right Work, Doing The Work Right.
Alignment
• Highest-value
projects
Control
• Real-time visibility
• Drive out waste
• Consistent, enforce,
repeatable processes
• Fast and flexible
• Reliable metrics
Compliance
• Comprehensive data
capture
• Transparency
• Automatic audit trail
Both Strategic and Operational
The SMART EPM Solution
Framework
Customer Needs
Customer Needs
Meeting Customer Needs
Customer Needs
Configuration
SMART EPM
with EPK Extensions
The SMART EPM Solution w/
EPK Suite
SMART EPM Is More Than
Technology
LMR Solutions can help you orchestrate your people,
processes, organization with technology
Best Practice: Maturity Plan
Phased Implementation Approach
High
Early Adopters
Maturity
Benefit
Consulting
Involvement
Low
Phase 1
Phase 2
Time
Phase 3
Sample Roadmap
SMART EPM
Modules
PHASE 1
PHASE 2
PHASE 3
Portfolio
Management
Ideation, Proposal
Management,
Demand
Management
What-If Analysis,
Prioritization
Operational Activities,
Service Requests
Project
Management
Schedule
Management
Standardize WBS
Develop Detailed
WBS
Resource
Management
Financial
Management
User Count
High-Level Capacity
Planning
High-Level budgeting
and forecasting,
Cost/Benefits
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Planning
Optimization,
Performance KPIs
Skills based
Resource Planning to
Schedule
Named Resource
Scheduling
Charge-back with
allocations
Earned Value
Management
400
2000
The SMART EPM Result!
• Preconfigured Industry Best Practices
– Why re-invent the wheel? Leverage Industry Best Practices
– Realize value sooner
– Rapid deployment
• Faster Adoption cycles
– Easy to configure and scalable
– Support multiple levels of maturity
• Enhanced Microsoft EPM Feature Set
– Manage all work, top-down planning and budgeting, benefit
management, reporting
– True resource capacity planning
– Robust timesheet for task status and billing, chargeback,
and project accounting
Case Studies
1. IT Governance, Work Management Case
Study – Scripps Healthcare
• Projects, Resources and Service Requests
• Operational & Project Management
• Integration with TFS
2. Workload Management, Activity Based
Management Case Study – NAVSEA
• Resource Workload Capacity Planning
• Activity Based Management
• Earned Value Management
Common Customer Needs
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•
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•
•
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Ability to manage ALL work
Support mixed levels of PM maturity
Top down as well as bottom up details
Integration with Project Server platform
Customizable and extensible
Easy to use and Scalable
Faster time to Value
SMART EPM
Scripps, Case Study
Joe Larscheid
LMR Solutions
January 24, 2007
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Scripps Profile
• Customer profile:
– Scripps is a not-for-profit, community-based health care delivery network
in San Diego, California, that includes four acute-care hospitals on five
campuses, more than 2,600 affiliated physicians, an extensive
ambulatory care network, home health care and associated support
services.
– 11,000+ employees
Scripps voted “Best Hospital” by readers of the San
Diego Union-Tribune and Sign-On San Diego (2006,
2005, 2004, 2003, 2002, 2001, 2000)
- San Diego Union Tribune
Scripps leverages LMR Solutions SMART EPM as their End-to-End
IT Governance Solution
Lack of visibility and control
over the demand placed on
the IT organization
Disconnected toolsets and
processes for managing IT
activities
Need for prioritization and
alignment of IT activities
with the business goals
No visibility into the resource
capacity requirements
throughout the IT
organization
Need to capture timesheet
actuals capital vs. expense
Implemented the Microsoft
EPM Solution with EPK
Extensions and Team
Foundation Server
Used the Microsoft .NET
Framework to produce
customized reporting
functionality
Provided Professional
Services to establish a IT
Governance Body
Provided EPM Solution
training IT organization
Established a governing
body for IT Governance
around Project
Management processes and
Work Prioritization
Optimizing the value of the
IT organization with visibility
into IT priorities, projects,
operational activities and
investments
Ability to react to
unanticipated resource
requirements and adjust
accordingly
SMART EPM for IT Governance
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Demand Management
• Capturing All Work Requests (Maintenance
Requests, Product Enhancements, and Project
Initiatives) using EPK
• Customized EPK Stage Gates to create an
automated Workflow Process
• Generate Reports on All Work using Portfolio
Analyzer and SQL Reporting Services
Capture Demand
Workflow
Reports
Resource Management
High-level Resource Planning
EPK Suite
Capture all Resource
Workload (Project, NonProject, Non-Work)
Resource Capacity Planning
Resource Planning to Schedule
“Communicate” & ‘Manage” Resources
on Both Project & Non Project Activities
Portfolio Management
Portfolio Health & Trend Analysis
Real-time What-if Modeling
• Complete Portfolio View of Cost and
Resources all IT Work
• Perform Portfolio “What if” scenarios on ALL
Work
Project Management
Project Managers uses
Microsoft Project to manage
the entire software
development lifecycle
Development Leads uses Visual
Studio to build and manage
applications
Time Management
• Report Actual Time to Capital vs. Expense
across Projects and Operational Activities
• Integration with Microsoft Great Plains
(Next Phase)
SMART EPM
NAVSEA Case Study
Joe Larscheid
LMR Solutions
January 24, 2007
27
NAVSEA Profile
Customer profile:
• NAVSEA engineers, builds and supports America's Fleet of ships and
combat systems.
•
SMART EPM was selected to be the standard EPM tool for the
entire NAVSEA Warfare Centers.
• 8 Different Locations Across the Nation
• Over 8,400 Project Managers
• 20,000 Team Members
• $10 Billion per Year Budget
• Competitive win against: Primavera; Artemis and 4
other Enterprise Project Management Systems
Keeping America’s Navy #1 in the World
NAVSEA Uses the SMART EPM Solution To Manage Workload
Cost, Schedule And Enterprise Reporting
5 Year Budget and
Workload Plan Forecast
Automated Earned Value &
Activity Base Management
Reports
Understanding of Costs on
all types of work (Direct
and Indrect)
“What if” Scenario and
Budget Drill Capability
Implement Microsoft
Project Server with the
EPK Suite
Use Microsoft SQL
Reporting Services for
custom reports
Use .Net framework to
integrate Oracle financial
system
Provide Professional
Services to insure a
successful deployment
Saving over $500K each
year in generated reports
and communications with
Management
Improved customer
visibility into project and
activity status, resulting in
more work
Ability to build resource
hiring plans with 5
workload forecast
Portfolio Management
Workload Forecasting
What-If Analysis
Financial Management
Portfolio Status Visibility
Operational Work
Select
Strategic Work
Activity Based Management
Project Management
Activity Management
Resource Utilization
Activity Based Costing
Business Process Management
Schedule Management
Resource Management
Cost Management
PM Process Management
Manage
Collaboration
Progress Status
Issue & Risk Management
Document Management
Change Management
Execute
Business Intelligence
EVM
LEAN
Six Sigma
Analyze
Portfolio Management
NAVSEA is Accountable for nearly “one-fifth” of the
Navy's budget, NAVSEA manages more than 100
acquisition programs, which are assigned to five
affiliated Program Executive Officers (PEOs) and
various Headquarters elements.
Challenges:
• Budget and Workload Forecasting ( 5 Year Planning)
• Actual vs. Planned
• Carryover Financials
Portfolio Management
ERP
Activity Based Management
Activity Drivers
Resource Drivers
What Resources did
the Work consume?
Resources
- Labor
- Equipment
- Facilities
- Supplies and Material
- Contracts
What was spent?
What Work did the
Output consume ?
Activities
- Project A
- Project B
- Project C
- Operate System X
- Maintain System X
- Provide Mgmnt & Admin.
- Provide Engineering Support
- Provide Training
How was it spent?
Services
- Costs By Service:
- Range Sites
- Operation/Maintenance
- ISE
- Org Sustaining
- Customer Support
What was produced?
Activity Based Management
Identify what truly
drives cost
Total “True Cost” of
operating and
maintaining NAVSEA
Warfare Centers
Business Intelligence
Saving over $500K annually on each site in
generated reports and communications
with Management
SMART EPM System Benefits
• Standardization of management tools and practices
• Centralization of planning and execution data for consistent
portfolio reporting and analysis
• Integration with existing business systems and processes
• Flexibility to meet unique management & business
requirements
• Visibility into key projects, activities and resource utilization
across the organization
• Control of projects, activities and resources as business and
conditions change
Adaptable To Meet Current And Future Business Needs
EPM OnDemand - Live
• NAVSEA is using LMR Solutions’
SMART EPM “Live” Managed Services
• System and Administrative Services
OnDemand
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SMART EPM Online Tour
Online Tour
Visit:
www.SMARTEPM.com
Questions?
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Contact Information
• Joe Larscheid, Partner/CEO
– Email: [email protected]
– (619) 847-4102
• Matt Wilson, VP of Business Development
– [email protected]
– (619) 723-7786