EPM Live – Positioning for Enterprise Project Management

Presented by: Sasha Lomas, PMP ASL InfoTech inc. March 3, 2010

Agenda

IntroductionsBusiness NeedsTool OverviewDemoQuestions

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.

• Microsoft Gold Certified• Partner Advisory Council – EPMPAC• Technical Advisor for EPM 2002, 03, 07 and 10

Managed Microsoft Partner

• Implementation in over 35 different Countries• Wide range of industry experience

Experience - 1000+ Customers

• 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

Recognition

• Over 125 EPM Live Service Partners• In Over 33 Countries

Partner Community

Who Is EPM Live?

Project ManagersEffective 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?

Business Needs

Resource ManagersSkills-based and efficient resource management

Team MembersBetter coordination within the team

Executive StakeholdersQuality project outcome on time and on budget

• What am I supposed to deliver this week?• How can I coordinate with people in my team?

• How to have clear visibility into project risks and issues?

• How to have control over the project execution and finances?

• Who is available to staff our new projects?• Who's working on what and do they have the

skills?

Challenges for Project TeamsTrack and

Analyze critical information

Communicating tasks to other team

members

Plan projects and schedule work

effectively to stay productive

What does this solution address?

Managing client expectationsClear milestonesCommunication Collaboration

EPM Live Capability Framework

PortfolioManagement

WorkManagement

ResourceManagement

BudgetManagement

Time Management

BusinessIntelligence

Other LOB’s

TasksIssues

Actions ApprovalsDeliverables

ChangesDocuments

Bugs ProcurementsService Requests Defects

BacklogsApplications

ProjectManagement

AccountManagement

Software Management

ProgramManagement

Enterprise Capabilities

Work Features

Integration Data Sources

Build Your Own

Application Templates

Tool OverviewGeneral InformationPreconfigured SharePoint TemplatesProject Portfolio ManagementTask and Work ManagementResource ManagementBudget ManagementIssue, Risk & Change ManagementDocument ManagementReporting

Sh

areP

oint

Excel ServicesOffice

Forms ServerVisio

Collaboration ContentManagement Portal Search

BusinessProcess

ManagementBusiness

Intelligence

Time Manager

Portfolio Work Manager

Work Manager

Resource Manager

Windows Server SQL Reporting Services

Portfolio Server

Project ServerProject

Desktop

Solution Architecture

Workspace Effective Project Management &

CollaborationProject Collaboration

Strategic Project/Portfolio Management & Collaboration

Enterprise

Workgroup

Project ManagementSolutions For Everyone

Project Management Offerings

Enterprise Project & Work Modules

Portfolio Management

Resource Management

Time Management

Budget Management

Business Intelligence

Work Management

Rich Set of PM Features

SoftwareDevelopment

ApplicationManagement

OperationalManagementFacility

ManagementProject

Management

Pre-Built Application Templates

Pre-built Work Features

Project Tasks Issues

Incidents

Build your own Recurring Maintenance

Backlog

Dynamic Project Workspace Environment

Multiple Project Workspaces

Manage All Site Content Information in Individual SharePoint Workspace Sites

Project A

Project B

Project C

Project D

Project E, F, G

Project Portfolio Management

Request and Select New Projects

Request and Select the “Right” Work

Project Requests and Proposals

Create, share, and track everyday work in one location

Centralize your work via Microsoft Office Project 2007 information and track progress in real-time

Monitor Project Portfolio

Monitor Work Portfolio

Select from a variety of Project Portfolio views

Create, share, and track everyday work in one location

Create dynamic dashboards and gain BI into Work

View project status through online dashboards

Executive Dashboard Views

Build dynamic Charts & Pivot tables using Microsoft Office Excel

Generate dynamic charts, static printable reports and diagrams with visual reports feature

Analyze Data using Excel

View Excel Reports on the WebView dynamic Excel tables, pivot tables, charts using Microsoft Excel Services (MOSS)

Task Management

Collaborate with Microsoft Office ProjectEasily publish and synchronize Microsoft Office Project files with a Microsoft Office SharePoint environment

Publish & synchronize Microsoft Project information

Team Members view and update task status

Build & Maintain Tasks in SharePointManage online SharePoint Work Plans using Multiple Planning Methodologies (Water Fall, Agile, SCRUM, Spiral, etc..)

Build Work plans with a Work Break Down Structure in

SharePoint

Communicate Responsibilities and Report Work Status in Real-time

Select from a variety of Work views

Task Management

Communicate Responsibilities and Report Task Status in Real-timeTask Management

Update Tasks Status using Microsoft Office Outlook 2007

Resource Management

Resource Planner

View Resource load across all work

View and Edit Resource Assignments Across All Work Across Multiple Sites

Resource Capacity Planning

Enter Resource Capacity Plan

View Resource Capacity Reports using Microsoft Office

Excel

Budget Management

Budget Management

Centralized Project Cost Portfolio

Budget Management

Build Dynamic Pivot Graphs using Microsoft Office Excel &

Access

Issue, Risk & Change Management

Communicate and mitigate risks before they become issues

Mitigate Risks

Manage Risks

Communicate and mitigate Issues

Mitigate Issues

Manage Issues

Document Management

Document Management

Centralized Document Management

Reporting

Create dynamic dashboards and gain BI into Work

View project status through online dashboards

Executive Dashboard Views

Build dynamic Charts & Pivot tables using Microsoft Office Excel

Generate dynamic charts, static printable reports and diagrams with visual reports feature

Analyze Data

Create static printable reports using Microsoft Office Access

2007

Analyze Project Data with Dynamic ReportsGenerate dynamic charts, static printable reports and diagrams with visual reports feature

Report Center

demo

Values

• 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

• 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

• 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

Project Manager

Team Member

Executive Stakeholder

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…

Leverage EPM Live capabilities Online Today

Reports

Risks

Documents

Tasks/Actions

Issues

Status ReportsProject Plans

And Bring In-House at AnytimeBackup and Restore your EPM Live Online environment Onsite

Reports

Risks

Documents

Tasks/Actions

Issues

Status ReportsProject Plans

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

Easy EPM Live