UMT and Microsoft Presenting Tips and Tricks Basics What’s new in Microsoft Project 2010 Brian Feder, MBA, PMP Senior Vice President UMT Consulting Group

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UMT Services Consulting Portfolio Management and Capital Planning Demand Management Enterprise Project / Work Management Resource Management Corporate, Business, IT and PMO Governance Technology Infrastructure Sizing and Roadmap Installation, configuration, integration, customization Custom Reports Development Support Post-implementation Support Support Web Portal, Telephone, and Ongoing On-site Support Services Training Portfolio Server Project Server & Project Professional Portfolio Analysis Project and Program Management Application Portfolio Management Maturity Assessment & Envisioning Portfolio, Program, Project Reporting Setup and Management of PMO, Center of Excellence UMT’s 2010 Project Financial Server ArchitectureProcess DevConfiguration 3

Product Development UMT Developed the Portfolio Server product and gateway to Project Server acquired by MS in UMT has released the Project Financial Server product built on SharePoint UMT is on the Microsoft Product Advisory Council and primary EPM Partner beta tester for Project Partner UMT is an International firm and the largest EPM vendor in North America with 8 regional US offices. UMT has been contracted to deliver Enterprise Project Management University training classes on behalf of Microsoft. UMT was awarded the Microsoft 2010 EPM Partner of the Year award Client UMT is the preferred partner for Microsoft Internal PPM. UMT has worked to design processes to support Portfolio Selection / Optimization, Benefits Realization, Project Execution, and PMO Set Up. UMT has implemented Project 2007 & 2010 for Microsoft IT, Legal, Global Customer Support, Operations, and Human Resources supporting over 40,000 users. 4

June Gartner Awards UMT with Best Project Portfolio Management Strategic Solution Provider June 2010 – UMT Releases Project Financial Server 2010 July 2010 – Microsoft EPM Partner of the year 5

Top 10 Benefits of Project Server 2010: 1.Unified Project & Portfolio Management 2.Drive Accountability & Control with Governance Workflow 3.Standardize & Streamline Project Initiation 4.Select the Right Portfolios that Align with Strategy 5.Easily Build Web-based Project Schedules 6.Intuitively Submit Time & Task Updates 7.Gain Visibility & Control Through Reports & Dashboards 8.Simplified Administration & Flexibility 9.Gain Additional Value from the Microsoft Platform 10.Extensible & Programmable Platform 6

Enterprise Project & Portfolio Management Manage Collaboration & Reporting Plan Work Planning Select Portfolio Selection Create Demand Management Four typical phases of demand management lifecycle 7

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What’s New In MSP 2010 Demo 21

Comprehensive EPM with PS2010 PPM EPTs PDPs PFS Workflow Selection Strategic Alignment Constraints - Costs Constraints - Resources PWA Scheduling Exceptions: Calculate, FS dependency, % allocate resources Build Team SP sites Project Professional 2010 Ribbon Excel like experience Copy / Paste with fidelity Timeline View Manually Schedule Tasks Team Planner Highlight Filters Text Styles BI in PS2010

Sample Schedule to copy-paste into Project Professional 2010: Phase 1: Initiation Identify and meet with stakeholders for requirements Evaluate impact with Network and Data Center Develop Project Charter Milestone: project approval Phase 2: Planning Develop project scope Develop project plan and schedule Milestone: Plan Approval Phase 3: Execution Design Develop Implement Milestone: Sign off Phase 4: Closing Review and document Post Implementation Milestone: project closed 23

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Why UMT? Rec om men dati ons UMT’s Best Practice Solution UMT’s Best Practice Solution Most Experience History of Success Process and Training Experts Technical Expertise Industry experts in project and portfolio management UMT consultants are frequent speakers at PMI and other industry events Strategy for deployment success: Building a foundation, finding early adopters, focusing on change and adoption before wide deployment. Dedicated Training institute for Project and Portfolio Management business process training. Strong customer references and case studies Only PPM Consulting vendor nominated by Gartner for PPM Strategy UMT has the longest running successful track record in the PPM consulting industry Record for building a foundation for quick wins with a vision for a long term strategy. Competitive industry pricing Excellent national staff of business and technical consultants that are SMEs in all relevant Microsoft Technologies Only consulting organization to have SME’s experienced with implementing Portfolio and Project server since the first release of both products. 50% of our staff are dedicated Project Server Specialists. 20 Years of consulting experience in the Project and Portfolio Management Space. Specialization in both technical consulting and business process consulting with strong focus on user adoption and change management. 25