Project Portfolio Management: PRB-BDM PowerPoint template 4/16/2017 11:48 AM Project Portfolio Management: Doing the Right Things Right

Agenda What is Project Portfolio Management (PPM) Understanding the PPM lifecycle and core processes Introducing Microsoft EPM solution Demonstration Implementing Microsoft EPM solution Conclusion: Realized PPM Benefits

What Is Project Portfolio Management? Project Portfolio Management is the continuous process of identifying, selecting and managing a portfolio of projects in alignment with key performance metrics and strategic business objectives

Select And Deliver The Right Things 4/16/2017 11:48 AM Select And Deliver The Right Things 100% Unrealized Value Improving Portfolio Management Value from Portfolio Management DOING THE RIGHT THINGS Realized Value Improving Project Management Value from Project Management DOING THINGS RIGHT 0% 100% © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

How PPM Helps The Organization 4/16/2017 11:48 AM How PPM Helps The Organization Demand Management Portfolio Selection Capacity Planning Portfolio Reporting Portfolio Management Alignment with Business Objectives Executives and Portfolio Managers Resource Management Financial Management Project Reporting Project Scheduling Program Management Enterprise Project Management PMO, Resource and Project Managers Visibility & Control Project Team Members Collaboration Time Reporting Team Collaboration Work Management Processes and Tools © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Project Portfolio Management Lifecycle 4/16/2017 11:48 AM Project Portfolio Management Lifecycle Manage Select Create Plan © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Core PPM Processes Create Select Plan Manage Demand Management Portfolio Selection Capacity Planning Resource Management Financial Management Time Reporting Portfolio Reporting Project Reporting Project Scheduling Team Collaboration Program Management

Create Standardize the collection of all work across the Enterprise Select Plan Manage Capture all requests, from work orders to strategic projects Standardize metrics, valuation criteria and templates Control investments through governance workflow

Select Invest in project portfolios that align with strategic priorities Create Select Plan Manage Objectively prioritize business drivers and drive consensus Derive varying priority scores to evaluate competing investments Identify portfolios that align with strategy and maximize ROI Utilize advanced portfolio analytical techniques to reach the Efficient Frontier

Plan Finalize project delivery roadmap based on resource availability Create Select Plan Manage Identify  resource gaps across the planning horizon Finalize release roadmap and headcount requirements  to maximize resource utilization Search for team members with availability and assign to project Finalize plan and baseline before moving into execution

Manage Measure and track performance at the project and portfolio level Create Select Plan Manage Collaborate to effectively deliver selected projects Proactively monitor portfolio performance and visualize trends Drill down to the project level to assess risks, issues and status Track and compare budget, actual and forecast values Take corrective actions to improve project performance

Microsoft Project Evolution 2008 Program Management Reporting Project Collaboration Resource Financial Portfolio Management Scheduling Simple Reporting Task Management E-mail and Print Resource Tracking 1996 12

EPM Solution Architecture Executives & Portfolio Managers + PMO, Resource & Project Managers + Team Members LoB Systems 13

EPM Solution Create Select Plan Manage 4/16/2017 11:48 AM © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY

Demo Storyboard

Gradually Mature Your PPM Processes Assess your current maturity and plot a course for success Manage Select Create Plan Future State Phase 3 Optimized Phase 2 Future State Phase 3 Managed Future State Phase 3 Phase 1 Phase 2 Future State Phase 3 Current State Phase 2 Defined Phase 1 Phase 1 Phase 2 Repeatable Current State Current State Phase 1 Initial Current State 16

There Is No Particular Order Start Top Down or Bottom Up Portfolio Management Do The Right Things Create Select Plan Manage Bottom up Bottom Up Project Management Do Things Right 17

Improve Effectiveness Realized Benefits “We have unbelievable visibility of what’s going on in the corporation and that’s all because of Microsoft Office EPM Solution. I’d say we save 60–65 percent in straight efficiency." "The Microsoft Office EPM Solution is giving us a much better handle on the decisions we make. It is helping us move to a more strategic project model.”  Improve Visibility CREATE Maximize Value SELECT MANAGE Improve Effectiveness PLAN Reduce Execution Risk “We are moving away from what I consider an ad hoc model of planning where we would initiate a project without considering the effect it would have on the greater organization.” “Our Microsoft Office 2007 EPM Deployment is gives our executives easy access to the clear and concise information they need to manage our complete portfolio of projects.”

PRB-BDM PowerPoint template 4/16/2017 11:48 AM © 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.