Integrating Application Lifecycle Management & Project Portfolio

ManagementName: Jan KalisTitle: Senior Technical Product Management Company: Microsoft (Project)

Name: Ben ChamberlainTitle: Senior Product ManagerCompany: Microsoft (Project)Session Code: OFC03-INT

Agenda

OverviewALM Solution DemonstrationTechnical OverviewQuestions & Answers

New EPM SolutionsGain Additional Value From The Microsoft Platform

Innovation Process Management (IPM)

Project Portfolio Management (PPM)

Application Life-Cycle Management (ALM)Capital Planning &

Investment Control

www.epmconnect.com

Application Lifecycle Management (ALM)Entire Lifecycle: From Cradle to Grave

Initiate Define Select Plan Manage Deploy Run Sunset

Evaluate

Execution & Delivery Operations

AnalyzePortfolio

Finalize LifecycleDecisions

Business Strategy

Enterprise Architecture

Investment Submission & Selection

End of Life

“The project management problem in most IT organizations is one of connecting two worlds. Project Managers are interested in metrics, dollars and time. Developers are interested in frameworks, components and tools. How do we connect these two worlds? How do we make the connection less manual, and more automatic for the profit of the whole firm?

Kumar Vadaparty, Director, Global Wealth Management, Merrill Lynch

Speaking at the Microsoft Project Conference, October 2007

”

Related But Separate DisciplinesA Common Business Challenge

Application Development & Deployment

Connecting Two Disparate WorldsRelated But Separate Disciplines

Business Value Identified

Business Value

Delivered

TOOLS

PROCESS

PEOPLE

Project Portfolio Management (PPM)

Governance

PEOPLE

Strategic Alignment, Cost Reduction, Operational

Efficiency & Business Performance

Requirements & Estimates, Development Best Practices and Team Collaboration

Executive

Enterprise Demand, Governance &

Portfolio Performance

Resource Manager

Development & Test Lead

High Quality & Stable Features, Right Productivity Tools to Minimize Administrative Overhead

Developer & Tester

Resource Utilization & Headcount & Training

Requirements

PROCESS

EPM VSTSTOOLS

EPM: Enterprise Project Management; VSTS: Visual Studio Team System

People: Business Needs & ChallengesWhat Motivates The Different Roles?

Project Manager

Director of PMO

Team Collaboration, Schedule, Budget, Status & Performance

SharePoint

PlanProject Mgmt Office

Review

Submit

Project

Request

Execute Deploy Checkpoint

Plan Checkpoint

PlanSelect Checkpoint

DefineInitiateCheckpoint

Initiate

Request Approv

edBuild

Business Case

Information

Alignment

Cost & Benefit

RiskPortfolio

Analysis & Selection

Project Approved

Review Business

Case

Build Project Team &

Schedule

Define Functional

Requirements

Project Mgmt Office

Review

Portfolio Analysis & Selection

Project Approved

Review Business

Case

Completed

DevelopmentMilestones

Code

Test

Stabilization

Status Reporting

Approved

Move to Production

Update Application Inventory

Finalize Development & Test Estimates

Baseline Project Plan

Update Business

Case

Process: Governance LifecycleFrom Invesment Submission through to Deployment

UAT

Tools: Select the Right TechnologyEnsure Teams Remain Seamlessly Connected

Execute Deploy Checkpoint

Plan Checkpoint

PlanSelect Checkpoint

DefineInitiateCheckpoint

Initiate

Application Lifecycle Management (ALM)Connecting the Worlds of Project & Portfolio Management and Application Development

Demonstration

Execute Deploy Checkpoint

Plan Checkpoint

PlanSelect Checkpoint

DefineInitiateCheckpoint

Initiate

ALM Demonstration OverviewMeet the Actors

Chris AshtonBusiness Dev

Manager Patrick HinesPMO Director

Patrick HinesPMO Director

Chris AshtonBusiness Dev

Manager

David JonesProject

Manager

Alan SteinerBusiness Analyst

Jon MorrisDevelopment

Lead

David JonesProject

Manager

Larry ZhangDeveloper

Jon MorrisDevelopment

Lead

Contoso Executive

Team

Contoso Executive

Team

Patrick HinesPMO Director

Contoso Executive

Team

Key Components of the solution

Office SharePoint Server“presentation”

“storage – lists, documents, forms”“workflow”

“search”

Office Project Portfolio Server

“select the right ideas”

Office Project Server“execute the project the right

way”

Visual Studio Team System

“engineering tools”

Office Excel Web Services

“present the data”

Customizations – code, visuals“WebParts”, “capture form”, “the glue”

Office Forms Server

“capture the data”

Execute

Plan Checkpoi

nt

Plan

Select Checkpoi

nt

Define

InitiateCheckpoi

nt

InfoPath Project Initiation Form

Custom Code

Forms Library –

“Projects”

TaskLibrary –

“MyApproval”

ALM – Initiate Phase

Custom WebPart renders project list by phases on Projects Home

page

Execute

Plan Checkpoi

nt

Plan

Select Checkpoi

nt

Define

Initiate

InfoPath Initiation Form – with approval section displayed

Custom Code

Forms Library –

“Projects”

TaskLibrary –

“MyApproval”

ALM - Initiate CheckpointSend notification e-mail

Project Server stores get updated

SharePoint data stores

Project Server (called via PSI)• Project Proposal Creation• Project Proposal Publish• Project Workspace Creation

Execute

Plan Checkpoi

nt

Plan

Select Checkpoi

nt

InitiateCheckpoi

nt

Initiate

ALM - DefineInfoPath Business Case Form

Custom Code

Library – “Forms” in the Project Workspace

TaskLibrary –

“MyApproval”

Updates the Word “Business Case Document” (uses PIA and the Word object model – not ideal for server solutions )

Updates the Excel “Comparison Matrix” (by

opening the XLXS package)

Project SharePoint Workspace WebParts get the latest data

Forms Library –

“Projects”

Execute

Plan Checkpoi

nt

Plan

Define

InitiateCheckpoi

nt

Initiate

ALM – Select Checkpoint

InfoPath Select Checkpoint Form with two stage approval

Custom Code

Library “Forms” in the Project Workspace

Custom Code

Portfolio Server (called via PPSI)• Project created in PPS• Project updated based on values previously captured in the “Forms/BusinesCase.xml”

Create task in “MyApproval” list

CustomPPS

Connector

Project Server (called via PSI)• Full Project from template created and re-linked to existing workspace • Old project proposal deleted

Team Foundation Server• Project with the same name created in TFS

Create task in “MyApproval” list

Change workflow stage to Plan

Change workflow stage to Select

Execute

Plan Checkpoi

nt

Define

InitiateCheckpoi

nt

Initiate

ALM – Plan

Select Checkpoi

nt

Determine resource allocation using Project

Server reports

Detailed project plan in Project Professional – includes schedule planning and selecting

concrete resources

Tasks from Project Server are automatically linked to the

corresponding Work Items in the VSTS

Work Item estimates and detailed tasks are created in the VSTS toolset

(this demo includes Office Excel)

Extended Project Server to Visual Studio Team System Connector

Work Estimates are rolled-up to the original Summary tasks

and approved by Project Manager.

Further work on the plan in Project Professional – occurs.

VS Team System - Familiar productivity tools for engineering

Execute

Plan Checkpoi

nt

Plan

Select Checkpoi

nt

Define

InitiateCheckpoi

nt

Initiate

TFS connector detailsBased on “Project Server 2007 VSTS Connector”

Available on CodePlex http://www.codeplex.com/pstfsconnector

With the following enhancements - TFS Project created and linked to the PS Project automatically (via code)Individual tasks in project plan are marked for sync with TFS on task level not assignment levelNew work items from TFS do not create new assignments in Project Server, but are rolled-up to summary levelSync’ing Task attachment links to corresponding Work Items in TFS

Want To Learn More?Where Can I Find More Info on the ALM Solution?

BDM Presentation

Silverlight Demo Image

Virtual PC Demo Image

PS PSPresenter’s Script

EPM Connect Hosted Tour

Product Overview• Visual Studio Team System 2008 (http://www.microsoft.com/visualstudio)• Microsoft EPM Solution (http://office.microsoft.com/en-us/epmsolution)

Code Samples• CodePlex (Project Server -> TFS Connector)(www.codeplex.com) • MSDN Code Gallery (Portfolio Server WebService) (http://code.msdn.microsoft.com)

Solution Content• Bill of Materials & Demoswww.epmconnect.com)

Code Samples

New EPM SolutionsGain Additional Value From The Microsoft Platform

Innovation Process Management (IPM)

Project Portfolio Management (PPM)

Application Life-Cycle Management (ALM)Capital Planning &

Investment Control

www.epmconnect.com

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Related EPM Sessions

OFC407 - Microsoft Office Project Server 2007 Performance Testing and Capacity Planning

OFC306 - How to Configure an Innovation Process Management Solution Using Microsoft Office SharePoint Server 2007 and Enterprise Project Management 2007

OFC03-INT - Integrating Application Lifecycle Management and Project Portfolio Management

OFC319 - Capacity Planning Testing for Microsoft Office SharePoint Server 2007

© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS,

IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.