23
Portfolio Management Made Easy Presented by: Laura Crawford 11/21/2017
Portfolio Management Made EasyPresented by: Laura Crawford11/21/2017
Laura Crawford
3
Senior PPM Specialist
Laura has over 7 years of experience with Microsoft PPM and offers a unique combination of business, project
management, and technical expertise. Laura is an expert at envisioning and delivering solutions that utilize
technologies across the Project Online, SharePoint and Business Intelligence platforms. Laura holds an BS from
State University of New York College at Oswego and is a Microsoft Certified Trainer and a Microsoft Specialist.
November Demo Series
Create Your Own Portfolio Dashboard
November 28th @ 1:00 pm – 2:00 pm EDT
If you ever wanted to learn about Power BI then this is the webinar for you. Join the experts at PPM Works and
together we will dive into how to bring your data to life by building real-time dashboards and reports. You will
walk away from this session with all the necessary knowledge of the Power BI business analytics tools. You will be
able to analyze data and share valuable insights. Regardless of your experience level this workshop will have
something for you.
4
www.ppmworks.com/events
Upcoming Webinars
Creating Custom Dashboards in Project Professional 2016
December 7th @ 12 - 1 PM EST
Learn how to create custom dashboards and reports in Project Pro 2016, while also learning how to prepare and optimize the
project plan to maximize the report outputs. This webinar will focus on editing existing reports, creating new custom reports and
dashboards and understanding how to interpret the data. You will also learn how to leverage the Organizer to share reports with
all of your team members.
Create Custom Tables and Views in Project Professional
January 11th @ 12 - 1 PM EST
Did you know there are eleven new filters in Project Professional 2013 and 2016? Join PPM Works experts as we show you how to
create custom tables and views in Project Professional and utilize the new filters to quickly optimize Project views. You will learn
how to leverage the Organizer to copy table and views to other projects or share them with others on your team.
Best Practices for SharePoint Project Site Template Development
January 25th @ 12 - 1 PM EST
We will show you how to advance project collaboration within your organization by expanding upon the standard Project
Online/OnPrem SharePoint Project Site Template. Learn all the Best Practices of using SharePoint in your company from the
experts at PPM Works.
6
www.ppmworks.com/events
Learning Objective
7
At the end of today’s session participants will be able to successfully:
1. Understand the steps to prepare for Portfolio Analysis
2. Create a new Portfolio Analysis
3. Analyze Cost and Resource constraints
4. Perform what-if scenarios and compare each for the optimal portfolio selection
5. Commit the portfolio
What is Demand and Portfolio Management
• Capture all Projects and Proposals
• Establish business valueDemand
Management
• Select the right projects
• Identify business valuePortfolio
Management
• Deliver the project
• Realize the business valueProject
Management
Successful Project and Portfolio Management
Project Prioritization
10
Once the portfolio has been defined, projects
will be prioritized based on how the Project
Manager ranked the projects against the
business drivers on the Strategic Impact page.
Calculated Driver Prioritization
• System calculates the consistency ratio
• Inconsistent prioritizations should be reviewed and the prioritization exercise repeated
Analyze Cost
The initial calculation is automatically saved as the baseline scenario. The baseline scenario represents the unconstrained selection of every project.
12
Efficient Frontier
The efficient frontier represents the greatest strategic value for a specific price point.
• Baseline achieves 100% strategic value
Strategic Alignment
• The system first calculates the scores for each project as rated against the specific drivers
• Then the approximate budget to be allocated against each driver is calculated
• Breakdown of how much of each project cost is allocated to specific drivers
Scatter Chart
Four different project types are graphically depicted on the scatter chart
Term Definition
Selected The project has been selected in the scenario currently
under analysis.
Unselected The project has not been selected in the scenario
currently under analysis.
Forced In The project was forced into the scenario under review.
Forced Out The project was forced out of the scenario under review.
Comparing Scenarios
Saved scenarios can be compared and reviewed.
• Select Compare
Portfolio Management Toolkit
Email for a copy of the Project Server / Online Resource
Management Toolkit [email protected]
Microsoft Tips and Tricks and Immersion Sessions
Tips and Tricks and Immersion sessions:1. hands-on 2-3 hours onsite event for up to 10-15 participants2. interactive, experiential and fun
Microsoft Tips and Tricks and Immersion sessions bring the experts to you and your team. This offer provides you with the opportunity to have your team work hand and hand with a PPM expert funded by Microsoft.
Contact [email protected] for more information
Call to Action
1. Get started today and contact us at [email protected]
Link in: Laura Crawford Senior PPM Specialist with PPM Workswww.linkedin.com/company/ppm-works-inc/
2. Register for a Tips and Tricks or Immersion SessionAct now, Microsoft provided funds end mid-December 2017
3. Register your PDUs
19
November Demo Series
Portfolio Management Made Easy
November 21st @ 1:00 pm – 2:00 pm EDT
Is your organization running the correct portfolio of projects? What value are your projects producing
for your organization? Which projects give you the most value? We will cover the benefits and
challenges of portfolio/demand management, project selection, scenario-based analysis, and cost vs
resource constraints. Come learn the Portfolio Management benefits of Project Online and walk away
with your own plan to get you where you need to be.
Create Your Own Portfolio Dashboard
November 28th @ 1:00 pm – 2:00 pm EDT
If you ever wanted to learn about Power BI then this is the webinar for you. Join the experts at PPM
Works and together we will dive into how to bring your data to life by building real-time dashboards
and reports. You will walk away from this session with all the necessary knowledge of the Power BI
business analytics tools. You will be able to analyze data and share valuable insights. Regardless of
your experience level this workshop will have something for you.
20
www.ppmworks.com/events
Upcoming Webinars
Creating Custom Dashboards in Project Professional 2016
December 7th @ 12 - 1 PM EST
Learn how to create custom dashboards and reports in Project Pro 2016, while also learning how to prepare and optimize the
project plan to maximize the report outputs. This webinar will focus on editing existing reports, creating new custom reports and
dashboards and understanding how to interpret the data. You will also learn how to leverage the Organizer to share reports with
all of your team members.
Create Custom Tables and Views in Project Professional
January 11th @ 12 - 1 PM EST
Did you know there are eleven new filters in Project Professional 2013 and 2016? Join PPM Works experts as we show you how to
create custom tables and views in Project Professional and utilize the new filters to quickly optimize Project views. You will learn
how to leverage the Organizer to copy table and views to other projects or share them with others on your team.
Best Practices for SharePoint Project Site Template Development
January 25th @ 12 - 1 PM EST
We will show you how to advance project collaboration within your organization by expanding upon the standard Project
Online/OnPrem SharePoint Project Site Template. Learn all the Best Practices of using SharePoint in your company from the
experts at PPM Works.
21
www.ppmworks.com/events
Question and Answer
23
If you are listening to the recording, please email questions to [email protected]
Live Audience: Use the Q&A panel to submit your questions
Contact Us
24
Address: 30 Newbury Street, Boston, MA 02116
Phone: 888-858-3060
Email: [email protected]
Web: www.ppmworks.com
We’d Love to Hear From You, Get In
Touch With Us!
PDU’s for this Webinar
PPM Works is a PMI® Registered Education Provider (R.E.P.). We offer PDU’s for this presentation.
To claim your PDU please email [email protected] with your PMI number and reference this presentation.
25
® is a registered mark of the Project Management Institute, Inc.
About PPM Works
▪ Gold Microsoft Certified Partner exclusively focused on Microsoft Project, SharePoint, and Office 365
▪ Some recent Experience includes Allergan, Medtronic, Plantronics, Shire, Synopsys and many more…
▪ We believe in partnering with you, exceeding expectations to build long lasting success.
▪ Our team's experience runs deep with Microsoft.
▪ Over 225 Project Server implementations and Trained thousands of students
▪ Delivered dozens of Industry presentations (Microsoft Project Conference, Project Summit, PMI
Conference)
▪ Created hundreds of webcasts and blog articles
▪ We have contributed to the new release of Microsoft Project and Project Server for the past three cycles
and share our expertise as volunteers for Microsoft, PMI, MPUG, and Project Summit.
▪ We guarantee your success and our results – we are not done until you are a satisfied client reference
26
