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Project Server 2010 Demand Management (Part 2 of 4)
Tim Runcie, MCTS, MVP, PMPAdvisicon, Inc.www.Advisicon.com
Project Server 2010 – Demand Management WebcastsWhat to Expect
• Overview (Part 1 of 4) – May 4th• Create and Select Phases (Part 2 of 4) – May 11th• Plan, Manage, and Close Phases (Part 3 of 4) – May 17th• Test the Theory and Review (Part 4 of 4) – May 25th
Upcoming and recorded webcasts/podcasts:www.microsoft.com/events/series/epm.aspx
Built using Microsoft® Project Professional 2010 ©
May 9, '10 May 16, '10 May 23, '10
Microsoft® Project Server 2010: Demand Management webcastsMay 4 - May 25
OverviewMay 4
Create and Select PhasesMay 11
Plan, Manage, and Close Phases
May 17
Test the Theory and ReviewMay 25
Agenda• Short Recap Project Server & Demand Management • Introduction: Ideas Turned to Results• Demand Management Create • Demand Management Select• Recap and Questions
3
RecapDemand Management: What is it and Why Do I need it
Recap on Demand Management & EPM 2010
Quick Recap:• Demand Management is needed by Organizations to
Address both Portfolio & Strategic Planning– You can’ do when you don’t have
• Using Project Server 2010 to address Demand Management– Meta Data Connected & Accessible– The Right Ingredients: EW + FD – CC
(Existing Work Tied to Future Demand Needs cross checked with current capacity)
• Automating Workflows around existing & new business processes (automating manual work)
• Dashboards, Dashboards Dashboards (tied to real-time metrics)
IntroductionDemand Management: What is it and Why Do I need it
How to Turn Ideas Into Results
Project/Program Lifecycle Management (PLM):• Logical sequence of activities to accomplish the
pre-defined goals or objectives• Consists of multiple phases and stages• Phases help in efficient planning, organizing
resources • PLM objectively measures achievement of goals
and justify their decisions to move ahead, correct, or terminate
Project Management Lifecycle States
Project Initiation
Project Planning
Project Execution
Project Closure
Select
Plan
Manage
Close
Rejected Ideas
Create
• Demands• Requirements• Ideas
Create and Select is Top Down Management
Portfolio Prioritization
Capacity Planning
Demand Management
Portfolio Optimization
Portfolio Reporting
Business Case Definition
Create Select
Initiate Plan
PLM States – Create Phase
What is it to Create• It is the very first stage
• A business idea is evolved in project terms
• It outlines:– The scope of the project – The approach to be taken to deliver
the desired outputs
• It becomes the baseline for funding approval
Key capabilities
• Develop a Business Case
• Undertake a Feasibility Study
• Establish the Project Charter
• Appoint the Project Team
• Set up the Project Office
• Perform Phase Review
Project Initiation
11
DEMO – Create
PLM States --- Select Phase
Project Initiation
Select
What is it to Select• Identify the optimal set of projects based on
– Business Drivers– Constraints
• Facilitates alignment of financial decisions with organizations strategic goals
Key capabilities• Define and communicate the business strategy
• Drive executive consensus around business driver priorities
• Objectively prioritize competing projects from multiple dimensions
• Identify the optimal portfolio under varying budget and portfolio constraints
• Effectively communicate tradeoffs
• Maximize resource utilization and ensure enough resource capacity
RESULTS -- This initiative will:• Improve customer satisfaction • Improve product quality• Increase service quality• Enhance customer level training• Outsource customer service• Expand into new market
Business Drivers
What are They• Factors in the broader business environment
that either impact the financial institution or provide opportunity for business expansion
• They are specific, actionable, and measurable objectives
• The strategic responses identify the business priorities designed to take advantage of those drivers.
• The technology initiatives identify the key areas of focus to provide the infrastructure and tools to support the business initiatives.
Examples• Regulatory change and compliance
• Competitive threats
• Changing customer preferences
• Revenue growth
• Operational efficiency
• Develop global risk model
• Build IT governance strategies
• Improve technology framework and infrastructure
• Expand multi-asset-class trading
• Foster consolidation and rationalization of venders
14
DEMO -- Select
Summary
Project Server 2010 Project Lifecycle Create and Select
• Standards to organize ideas and enable proposed project visibility
• Accessible proposal types to promote collaboration and ideas
• Adopt business case processes that meets needs of multiplestakeholders and different types of projects
• Workflows and structure to provide visibility to the appropriate stakeholders for prioritization
- Resources
• Product information and trial download– www.microsoft.com/project/2010/ – Project Team Blog http://blogs.msdn.com/project/
• Interactive content - Videos , Sessions, and Webcasts – www.microsoft.com/showcase/en/US/channels/microsoftproject/– www.microsoft.com/events/series/epm.aspx
• IT Professional related– TechCenter @ TechNet http://technet.microsoft.com/ProjectServer/ – Admin Blog http://blogs.technet.com/projectadministration/
• Developer related – Developer center @ MSDN® http://msdn.microsoft.com/Project/ – Programmability blog http://blogs.msdn.com/project_programmability/
• Additional questions? Project 2010 Forums!– http://social.msdn.microsoft.com/Forums/en-US/category/projectserver2010,p
rojectprofessional2010/
• Microsoft® SharePoint® 2010– http://sharepoint.microsoft.com
FORUMSProject Professional 2010• General Questions and AnswersProject Server 2010 • General Questions and Answers• Setup, Upgrade, Administration, and
Operation• Customization and Programming
Questions and Answers
• Submit text questions using the “Ask” button• Don’t forget to fill out the survey• For upcoming and previously live webcasts:
www.microsoft.com/webcast • Got webcast content ideas? Contact us at:
http://go.microsoft.com/fwlink/?LinkId=41781
© 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.
© 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.