Microsoft Office Project 2003: Selling EPM in your Organization Microsoft Office Project 2003: Selling EPM in your Organization

Matt WilsonMatt WilsonBusiness Solutions SpecialistBusiness Solutions SpecialistLMR SolutionsLMR Solutions

IntroductionIntroduction

5 Years in Project Management5 Years in Project Management

Microsoft Project specialist for Microsoft Project specialist for versions 2000/2002/2003 versions 2000/2002/2003

Participated in over 15 EPMS Participated in over 15 EPMS deploymentsdeployments

Worked on an award winning EPMS Worked on an award winning EPMS deploymentdeployment

AgendaAgenda

EPM OverviewEPM Overview

Top 5 Common mistakes Top 5 Common mistakes

EPM Sales ToolsEPM Sales ToolsPain x Power x Vision x ValuePain x Power x Vision x Value

MSF and DeploymentMSF and Deployment

Tips and TricksTips and Tricks

Q&AQ&A

What is EPM?What is EPM?

Portfolio Portfolio ManagementManagement

Resource Management

Collaboration& Project

Management

Corporate Corporate StrategyStrategy

Programs &Programs &InitiativesInitiatives

Project Project PrioritizationPrioritization

Resource Resource AllocationAllocation

Real Time Real Time Communication Communication

& Data& Data

Consistent Consistent Project Project DeliveryDelivery

““A systematic approach to A systematic approach to achieving organizational achieving organizational goals”goals”

……or “connecting strategy or “connecting strategy to action”to action”

Tools, Technology, Training and Knowledge Transfer Tools, Technology, Training and Knowledge Transfer

Integrated Integrated Delivery Delivery Framework Framework

Programs, InitiativesPrograms, Initiatives

Investment, Resource and Investment, Resource and Prioritization DecisionsPrioritization Decisions

Maximize Resource Maximize Resource UtilizationUtilization

EnterpriseEnterpriseResource Resource ManagementManagement

Alignment Alignment with Business with Business Objectives Objectives

Visibility & Decision Visibility & Decision SupportSupport

Portfolio Portfolio ManagementManagement

Corporate Corporate StrategyStrategy

Business Business StandardizationStandardization

Business Business Processes & Processes & CollaborationCollaboration

Communication & Communication & Decision MakingDecision Making

Projects, ActivitiesProjects, Activities

Best Practices &Best Practices & ProcessProcess

The EPM Framework

Your PeopleYour People

ExecutivesExecutivesProject portfolio management, Project portfolio management,

reportingreporting

IT ManagersIT ManagersOpen, secure Open, secure

systemssystemsProject ManagersProject ManagersIntuitive project managementIntuitive project management

Resource ManagersResource ManagersSkills-based resource Skills-based resource

managementmanagement

Team MembersTeam MembersUse familiar tools to collaborate, Use familiar tools to collaborate,

report statusreport status

Your Business Processes…Your Business Processes…

Governance

Prioritization

Budgeting

Human Resources… etc …

Initiatives

Implement Microsoft OfficeProject 2003 for the

Enterprise

Decisions

- Corporate Goals and Objectives- Corporate Goals and ObjectivesExecutivesExecutives

FinanceFinanceSales and Sales and MarketingMarketing R&DR&DIT / ISIT / IS

Your Organization…Your Organization…

Strategic Initiatives Strategic Initiatives

HRHR

Development ProjectsDevelopment Projects

Operational ImprovementsOperational Improvements

Top Five MistakesTop Five Mistakes

Executive sponsorship and stakeholdersExecutive sponsorship and stakeholders

Fail to demonstrate how EPM is strategic Fail to demonstrate how EPM is strategic

Sell functionality and features Sell functionality and features

Skip envisioning and planning Skip envisioning and planning

Quick and easy deploymentsQuick and easy deployments

ToolsTools

9 Box Exercise9 Box ExercisePain x Power x Vision x Value Pain x Power x Vision x Value

9 Box9 Box9-Box Vision Processing Model – Vision Creation

Diagnose Reasons

Visualize Capabilities

ExploreImpact

OpenQuestions

ClosedQuestions

ConfirmQuestions

BUYING VISION

“Tell me about what is causing you

To have this….(repeat pain)?”

Pain

“Besides yourself, who in your Organization Is Impacted by this(repeat pain) and

How are they impacted?”

“What do you think itwill take for YOU to be

able to (achievegoals)?”

“Is it because...?”1. Technology2. Culture3. Budget

“Is this (pain)Causing...?”

“If so, wouldn’t (title)also be concerned?”

“What if there were a way...when, who, what…

Would that help?”

“What if you wereAlso able to…?”

“So, the reasons foryour (repeat pains)

are…?”

“From what I just heard…(repeat the whoand how), it sounds like

this is not just yourproblem, but a

(Company) problem?”

“From what I just heard,if you had the ability to…

(summarizecapability vision

could you achieve(repeat goals)?”

“Could I try a fewideas on you?”

(1) (4) (7)

(2) (5) (8)

(3) (6) (9)

Get them to admit their Pain

# % $

Pain ExercisePain Exercise

List your biggest challenges – What List your biggest challenges – What keeps them up at night?keeps them up at night?

List the reasonsList the reasons

Identify how it impacts your businessIdentify how it impacts your businessPain Chain: Explore who else is impactedPain Chain: Explore who else is impacted

Identify how they are impactedIdentify how they are impacted

Power ExercisePower Exercise

Connect with Key BDM’s and Connect with Key BDM’s and Stakeholders Stakeholders

Confirm/Validate PainsConfirm/Validate Pains

Identify ExpectationsIdentify Expectations

Explore how these stakeholders are Explore how these stakeholders are impactedimpacted

Productivity ImpactsProductivity Impacts

Loss of OpportunityLoss of Opportunity

Help them create a Help them create a VisionVision for for corrective actioncorrective action

Moving toward Your EPM Vision and RoadmapMoving toward Your EPM Vision and Roadmap

EPMVisionEPM

VisionBusiness

NeedsBusiness

Needs

EPMCapabilities

EPMCapabilities

EPMDeployment

EPMDeployment

EPMRoadmap

EPMRoadmap

OrganizationalCapabilities

OrganizationalCapabilities

BusinessNeeds/Pains

BusinessNeeds/Pains

EPMCapabilities

EPMCapabilities

OrganizationalCapabilities

OrganizationalCapabilities

Challenge or opportunity to change the organizational performance in order to improve business results

Current people, processes, technical skills, and competencies that deliver value to company stakeholders

Functional capabilities that enable and support your business processes (i.e., creation of task, definition of resources, definition of enterprise variables)

Inputs to your EPM Vision and RoadmapInputs to your EPM Vision and Roadmap

Vision Workshop OutputsVision Workshop Outputs

EPMRoadmap

EPMRoadmap

EPMVisionEPM

Vision

Realistic understanding of EPM capabilities relative to the business needs and organizational capabilities of your company.

Integrated project plan that includes the processes to be improved through EPM functional capabilities, skills, and knowledge transfer.

Value of Envisioning Value of Envisioning

Builds agreement/buy-in and Builds agreement/buy-in and ownership at all levelsownership at all levels

Helps you set the proper expectations Helps you set the proper expectations for deployment for all stakeholdersfor deployment for all stakeholders

Enables the organization to envision Enables the organization to envision this benefits of EPMthis benefits of EPM

Helps you determine your level of Helps you determine your level of organizational ‘Readiness’organizational ‘Readiness’

Value ExerciseValue Exercise

Quantify impactsQuantify impactsGet your sponsors to think about the Get your sponsors to think about the financial impacts of the ‘As-Is’ vs. ‘To-Be’financial impacts of the ‘As-Is’ vs. ‘To-Be’

Define Success CriteriaDefine Success Criteria

Quantify ROIQuantify ROI

Deployment ProcessDeployment Process

Document Sponsor Goals and Objectives

Validate Processes and Training

Map Goals andObjectives to

Processes and Procedures

Setup and Configure Technology Components

Establish Business

Processes

Train Users onProcesses and

Technology

Develop

Plan

Stabilize

Envision

MSF Phases

Deploy

Taking a Staged ApproachTaking a Staged Approach

Proof of Concept

Limited Production Pilot

Multi-department Rollout

Enterprise Rollout

Deployment PlanningDeployment Planning

Skill SetsSkill SetsTypical Typical Team Team MemberMember

MSF Role MSF Role ClusterCluster

Team Team Member Member GoalGoal

Area of Responsibility for the Project Area of Responsibility for the Project 2003 Deployment2003 Deployment

Business Business AnalystAnalyst

Product Product ManagementManagement

Customer Customer satisfactionsatisfaction

Understand and articulate the business Understand and articulate the business requirements for the Project 2003 requirements for the Project 2003 deploymentdeployment

Project Project ManagerManager

Program Program ManagementManagement

Deliver Deliver solution solution within within constraintsconstraints

Deliver the Project 2003 solution within Deliver the Project 2003 solution within an acceptable timeframe and budget, an acceptable timeframe and budget, prioritizing scope and negotiating prioritizing scope and negotiating trade-offs as neededtrade-offs as needed

Developer/ Developer/ Systems Systems IntegratorIntegrator

DevelopmentDevelopment Construct and Construct and configure configure systems to systems to specificationsspecifications

Build a technically sound Project 2003 Build a technically sound Project 2003 solution to meet the business solution to meet the business requirementsrequirements

TesterTester TestingTesting Test the Test the system and system and document all document all known issues known issues

Validate the translation of the business Validate the translation of the business requirements into the technical requirements into the technical solution; test for correctness and solution; test for correctness and robustness of the solutionrobustness of the solution

TrainerTrainer User User ExperienceExperience

Train all usersTrain all users Engage end-users to reflect their needs Engage end-users to reflect their needs in the Project 2003 solution; prepare to in the Project 2003 solution; prepare to ensure its successful deploymentensure its successful deployment

Tips and TricksTips and Tricks

Demonstrate how features solve Demonstrate how features solve business issuesbusiness issuesGet executive sponsorship early on Get executive sponsorship early on through Envisioningthrough EnvisioningSet the right expectations for Set the right expectations for deploymentdeploymentKeep it Simple – Get the ‘Low hanging Keep it Simple – Get the ‘Low hanging fruit’ and establish quick winsfruit’ and establish quick wins

ResourcesResources

Qualified Microsoft Partner ResourcesQualified Microsoft Partner ResourcesEnvisioning and Planning Services Envisioning and Planning Services

PM Maturity Assessment ServicesPM Maturity Assessment Services

EPM Readiness™ ServicesEPM Readiness™ Services

Implementation RoadmapsImplementation Roadmaps

Deep skill sets and experience with EPMDeep skill sets and experience with EPM

Best of Breed Solutions and PracticesBest of Breed Solutions and Practices

Job OpportunitiesJob Opportunities

We’re growing and always looking for We’re growing and always looking for project managers with Microsoft project managers with Microsoft Project ExperienceProject Experience

Send an email to: Send an email to: info@lmrsolutions.cominfo@lmrsolutions.com

Questions?Questions?