February 2014

EPM: Who, What, Why and How?

Quick Facts

About Us• 24th Year

• Grand Rapids & Detroit

• 30 Staff

Approach• Vendor

Independent

• Non-reseller

• Professional Services Only

Partnerships• Microsoft Gold

• VMware Enterprise

• Citrix Silver

• Cisco Premier

• Novell Gold

Microsoft Gold Partner

Pinpoint

Two Gold Seven Silver

Competencies

-Customer Excellence

Award

-Virtual Technical

Specialist (VTSP)

-Managed Partner

-Numerous Partner

Awards

Successes

Microsoft’s official partner directory

5-star rating

Cloud Accelerate

Expertise

• Microsoft SharePoint

• Development

• User Interface & User Experience

• Business Intelligence

• Project Management

• IT and Project Planning

• Enterprise Project Management

• Project Management Office

• Microsoft System Center

• Virtualization

• Cloud Computing

• Security

Infrastructure

• Policy Development Infrastructure

• Mobile Device Management

• Application Development

Mobility

• Microsoft Lync

• Microsoft Exchange

• Enterprise Voice

• Communication Enabled Business Process

UnifiedCommunicatio

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Project Manageme

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Collaboration and Feedback

Collaboration and Feedback

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Your Presenter

Doug MacNEILConsultantPhDc | PMP | MCITP:EPM MCT | MCTS | MOS | CNE

DougM@cdh.com

Agenda

• Enterprise Project Management (EPM)– Background– Breakdown

• Considering EPM tools

• Selection process of EPM

• Q&A – 15 minutes

C/D/H Project Management Expertise

C/D/H Project Management Group– Three active members– PMI certified– Microsoft certified– Experienced in multiple project management

tools and methodologies– Experienced in PMO development and

operations

What is a project?

“A project is a temporary endeavor undertaken to create a unique product service or result.”

Source: (2009) A guide to the project management body of knowledge (PMBOK guide).Newtown Square, Pa. : Project Management Institute, Inc.,

Why Project Management

Project and portfolio management helps organizations gain visibility and control across all work. This enhances decision-making, improves alignment with business strategy, maximizes resource utilization, and enhances project execution

You Might be a Project Manager If…

If you're 6 months late on a milestone due next week, but really believe you can make it…you just might be a project manager.

(Apologies to Jeff Foxworthy)

EPM vs. PM

• What is the difference between Enterprise Project Management and Project Management?

What is Project Management?

• Project management is the process and activity of planning, organizing, motivating, and controlling resources to achieve specific goals.

Source: Project management. (2014, 02 08). Retrieved from http://en.wikipedia.org/wiki/Project_management

What is Project Management?

The application of knowledge, skills and techniques to execute projects effectively and efficiently. It’s a strategic competency for organizations, enabling them to tie project results to business goals — and thus, better compete in their markets.

Source: (2009) A guide to the project management body of knowledge (PMBOK guide).Newtown Square, Pa. : Project Management Institute, Inc.,

What is Enterprise Project Management?

Enterprise Project Management is a way of thinking, communicating and working, supported by an information system that organizes enterprise's resources in a direct relationship to the leadership's vision and the mission, strategy, goals and objectives that move the organization forward.

Simply put, EPM provides a 360 degree view of the organization's collective efforts.

Source: Enterprise project management. (2013, 12 21). Retrieved from http://en.wikipedia.org/wiki/Enterprise_project_management

Collaboration & Reporting

Portfolio Selection

Work Planning

Demand Management

Enterprise Project Management

What is Enterprise Project Management?

Enterprise Project Management

• What is the difference between EPM and PM?

– EPM provides a more complete view of the organization's combined efforts.

– PM gives a detailed view of a specific project

– It’s all about perspective…

Enterprise Project Management

Enterprise Project Management

Enterprise Project Management

Enterprise Project Management

One belief is that EPM is a software tool that helps plan and implement all projects within an organization.

Enterprise project management, as implied by the name, is an enterprise view of all project management activities and how these activities contribute to the success of the organization.

Source: Ireland, L. (2004). Enterprise project management: A strategic view.

Enterprise Project Management

Enterprise project management seeks to adopt a common, systematic, organization-wide approach to project management in a multi-project context.

Source: Michael Young, Jill Owen, James Connor, (2011) "Whole of enterprise portfolio management: A case study of NSW Government and Sydney Water Corporation", International Journal of Managing Projects in Business, Vol. 4 Iss: 3, pp.412 - 435

Today

What do YOU use for Enterprise Project Management now?

Project Management ???

EPM Software

Enterprise Project Management software is designed to track the development of projects, providing project managers and other team members a single access point for all the relevant information on any given project, and/or a collective view of all projects.

EPM Software

• Approximately 500 different EPM software packages are available today

• These range from free shareware to software costing thousands of dollars

EPM Software

EPM Software

EPM Software

Selection Considerations

• General• Projects• Features• Methodology• Reporting• Care and Feeding (Support and

Maintenance)

Selection Considerations - General

• Cost– Structure– Amount

• Integration– E-mail– LOB software– Other applications

• Client– Windows– iOS– Android

• Brand• Training

– Availability– End user’s vs. PM’s– Vendor vs 3rd party

Selection Considerations – General cont’d

• Ease of use

• PMO vs. end user

• Volume– Number of users– Number of projects

• Deployment– On premises– Cloud/Hosted

Selection Considerations - Projects

• Nature of Projects

• Emphasis– Project– Portfolio

Selection Considerations - Features

• Time reporting and management

• Resource management and planning

• Automation– Workflows

• Strategic planning capabilities

• Risk and issue management

• Document management

Selection Considerations - Methodology

• What is your methodology?– Agile

– Structured analysis

– Hybrid

– We have none

Selection Considerations - Reporting

• Report development– Internal tools

– External tools• SQL• Excel• Others

• Report presentation (how to share information)

Selection Considerations – Support & Maintenance

• Depends on approach

– On Premises or Cloud

Align all work with your strategic objectives

Enable faster and broader adoption

Easily integrate and automate your processes

Scale to support distributedorganizations

Advantages of the EPM Solution

Q & A Session

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Upcoming Events

February 265 Myths About Office 365 for Credit Unions & Banks WebinarC/D/H Grand Rapids, Southfield, Online

March 19/20Lync vs. Lync Online seminarC/D/H Grand Rapids, Southfield

April 23/24It’s 2014: Does it make sense to host email anymoreC/D/H Grand Rapids and C/D/H Detroit

visit www.cdh.com/events for more information

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