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Microsoft Project Solution Microsoft Project Solution Offerings and the next chapter Offerings and the next chapter

of EPMof EPM

September 17th, 2003September 17th, 2003

Brendan Giles, PMPBrendan Giles, PMPSystemgroup Management ServicesSystemgroup Management Services

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Overview

Review Enterprise Project Management 10min

Discuss Enterprise Project Management solution offerings (focus on Jumpstart). 25min

Its here! A Glimpse into Microsoft Office Project 2003 25min

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Enterprise Project Management

Centralizes the management and optimization of resources.

Standardizes project reporting. Allows for portfolio modeling and analysis. Enhances collaboration among team members. Makes project data more accessible.

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Enterprise Project Management

Improves team participation throughout the project life cycle.

Enables timely decision making. Allows for the creation of a pool of resource skills. Allows for accurate forecasting of resource demand. Communicates with other business applications.

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What is an Enterprise Project Management (EPM) solution offering?

Something that uses lots of terms and buzzwords

Jumpsta

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RAMP

Enterprise Implementation Framework

Rapid Adoption Program

Quickstart

Bootcamp

Accelerators

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What is a Microsoft EPM Solution?

It is a true enterprise-class solution that aligns people and systems, providing the project collaboration and analysis tools you need to make informed, proactive decisions.

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What makes up an Enterprise Project Management solution offering?

PM Maturity Assessment Role Assessment Definition of Requirements Creation of a prototype environment Review of Benefits Training and Support Pilot Projects Evaluations and Refinements Large Scale Rollouts

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EPM Solutions Offerings

Microsoft Project Training Bootcamps (4 days)

Key Deliverable: Intensive Role Based Training

JumpStart Programs (3 – 4 weeks)

Key Deliverable: Working Prototype Environment to Spec

Enterprise Implementation using EIF (3 – 6 months)

Key Deliverables: Pilot Project and Enterprise Rollout

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Jumpstart Program

Understand the current project management environment

Provide a Proof of Concept

Create Benefits and Recommendations

Evaluation

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Understand the current project management environment

The organization’s existing project management maturity level is assessed.

– Review the organization’s project management practices with key stakeholders.

– Assess the organization's current capabilities for program

and portfolio management processes.

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Understand the current project management environment

– Assess readiness of the organization's project management and technical environment including culture, capabilities, conversions, and commitment.

– Recommend a plan of action at the completion of

the assessment.

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Understand the current project management environment

Deliverable: Produce a Vision/Scope Document for the proposed EPM Environment.

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Provide a Proof of Concept

Deliverable: Setup the Environment– Microsoft Windows 2003 Server (Using WSS).– (Microsoft Windows 2000 Server - not using WSS) – SQL Server 2000– SQL Analysis Services. – Appropriate Service Packs. – Microsoft Office Project Server 2003. – Windows Sharepoint Services.– Microsoft Office including Project Professional 2003.

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Provide a Proof of Concept

Deliverable: Functional Requirements Define the Resource Breakdown Structure Define enterprise resource and project Custom

Fields Determine roles, groups and security. Setup an enterprise resource pool (Generic/real). Define the enterprise standards. E.g. Calendars. Define Enterprise Project Plan Templates. Define Custom Views.

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Provide a Proof of Concept

Configure the environment as per functional Requirements

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Provide a Proof of Concept

Deliverable: Conversion of Existing Project Plans

Project 98 or Project 2000 Plans

Microsoft Excel Project Plans

Other

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Training and Mentoring

• Portfolio Managers• Project Managers• Resource Managers• Team Leaders• Team Members.

Training is role based and all members of the project team from executives to team members are users of the environment

• Administrators• Project Server Administrators• Executives

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Create Benefits and Recommendations

Determine Return on Investment

Perform an ROI Evaluation to accurately determine the anticipated costs and benefits from an enterprise-wide Microsoft Project 2003 implementation.

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Determine Next Steps

High Level Recommendations

• Recommended functionality.• Customized Solutions.• Systems Architecture. • Choice of a Pilot Project.

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Evaluation

• Customer Satisfaction

• Lessons Learned

• Issues

• Feedback

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Enterprise Implementation Framework

The Enterprise Implementation Framework (EIF) is a set of documents that provide tools and guidance for planning an Enterprise Project Management deployment.

Developed by Microsoft and some of its major partners to assist with EPM deployments.

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Accelerators

Microsoft ProductsMicrosoft Products

Service Offerings Service Offerings (3(3rdrd Party or Microsoft) Party or Microsoft)

Microsoft AcceleratorsMicrosoft Accelerators

Customer NeedsCustomer Needs

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Summary

Requirements definition Design Prototype Pilot Rollout Assess and refine

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Line of Business Systems

Microsoft Office Project 2003

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Microsoft Project Web Access Home Page New! Risks

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Task Sheet View New! Custom Field Value Lists

Project Center Open Multiple Projects In Project Professional

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Project Center New! Build Team from Enterprise Lite

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Resource Center New! Print the Grid and Export to EXCEL

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Portfolio Modeler Improved! Refresh Project and Resource Definitions

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Resource Center New! Adjust Actual Work Hours

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Task Center New! Print Timesheet and Export to EXCEL

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Timesheet Approvals New! Multiple Approvals

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Enterprise Resource Outline Codes 20 - 29 New! Multi-valued Fields

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Open Dialog in Project Professional Improved! Grouping of Projects

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Microsoft Office Project Professional 2003 New! Copy Picture to Office

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Microsoft Office Project Professional 2003 New! Copy Picture to Office

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Clean-up the Project Server Database New! Delete Enterprise Resources

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Portfolio Analyzer Copy Views and Connect to Different OLAP Cubes

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Portfolio Analyzer Copy Views

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More new and improved features

Administrative Projects for reporting non-working time Synchronization of Project Groups with Active Directory Proposed booking of resources Project Manager self check-in of stranded projects Protection of saved baselines Sample databases Selective Delegation of tasks Watson Crash reporting

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A Demonstration

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Migrating from Project Server 2002

An upgrade script Upg10db must be run to convert Project Server 2002 databases as some schema changes have occurred.

Microsoft Office Project Server 2003 cannot use SharePoint Team Services version 1.0 for its documents and issues management platform.

The “PSmigrat” migration tool will be available to assist you in migrating to Windows SharePoint Services.

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Migrating from Project Server 2002

Sharepoint Team Services V2.0 (Windows Sharepoint Services) requires Microsoft Windows 2003 server.

Microsoft Project Professional 2002 can open and save projects to a Microsoft Office Project 2003 server.

Microsoft Project Professional 2003 can open and save projects to Microsoft Project Server 2002.

Microsoft Office Project Professional 2003 requires Windows 2000 or higher.

Microsoft Office Project 2003 projects are not compatible with Microsoft Project 98 projects.

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Microsoft Project Links

Microsoft Project Product Page http://www.microsoft.com/office/project/

MPUG GTA http://www.mpug-gta.org

Microsoft Office Previewhttp://www.microsoft.com/office/preview/project