The Enterprise Project Management (EPM) Professional March 28th, 2007 Brendan Giles, BSc., PMP, MOS, MCP (EPM) The Key to Successful Adoption of Enterprise Project Management ProjectWorld Presentation

Slide 2 Overview What is an EPM Professional? Why does our PMO need one? Can a Project Manager fill the role? Why an EPM Professional is crucial to the success of an EPM environment and promoting rapid adoption? Why recruitment and training of the EPM Professional is crucial to adoption of the EPM Environment Summary Questions and Wrap-up

Slide 3 Overview of Acronyms PMP Project Management Professional Certification issued by the Project Management Institute MOS Microsoft Office Specialist Certification issued for each of the Microsoft Office Applications including Microsoft Project (New Certifications to be released in 2007) MCP Microsoft Certified Professional Program available for all Microsoft Software EPM Enterprise Project Management. Centralized control, Shared Resources, Portfolio / Project Reporting and tracking at the enterprise level. PMO Project Management Office. Responsible for project delivery, best practices and support of Project Management Environments such as EPM. MDX Multi-Dimensional query language used with Online-Analytical Processing (OLAP)

Slide 4 Why does our PMO need one? Program Manager Resource Managers EPM Professional Central Project Knowledge Repository Project Teams Project Managers Stakeholders

Slide 5 Program Manager EPM Specialist Project Managers …because organizations demand transparency from the PMO

Slide 6 Microsoft Enterprise Project Management Microsoft is a leader in providing Enterprise Project Management Software to Clients

Slide 7 Microsoft Enterprise Project Management Microsoft continues EPM Leadership in 2007

Slide 8 Can a Project Manager Fill the Role? No. A Project Manager manages projects not EPM environments Project and Program Managers can rely on the support of an EPM Professional

Slide 9 The EPM Professional A EPM Professional is a Project Management Technology Role An EPM Professional supports the PMO An EPM Professional supports the technology required to gain access to crucial project knowledge A well trained EPM Professional is crucial to a strong PMO in the 21 st Century

Slide 10 Why is an EPM Professional Crucial? Project Knowledge must be shared by many people within the enterprise space A “Stand-alone” project rarely exists Resources must be shared among project initiatives Organizations demand that their resources are used wisely and effectively…..and they want proof Failed projects are costly…..delivered projects wasteful of resources with the wrong objectives are just as costly PMO portfolio reporting must be accurate, quick and available upon demand The EPM Professional if trained properly can support the tools needed to run an effective PMO Confidence in the PMO and its reporting comes from within via a properly trained EPM Professional

Slide 11 Reasons Given for Slow Adoption of EPM Environments “…We can’t share project information with sponsors they might ask too many questions” “….I know we don’t have a process but things work out in the end, they always have….so report little during execution” “I don’t have time to maintain a project plan I sure don’t want it published to a shared repository” “ An EPM environment is too complicated and we can never find anyone who is trained to run it ”

Slide 12 Reasons Given for Slow Adoption of EPM Environments “Enterprise reporting is like yelling our weaknesses to the whole company” “Its not a priority…..besides we are too busy collecting data from all these Project Managers who never tell each other what they are doing” “We like our sponsors to pay a fixed price for projects and not be involved on how we spend the money” “Can’t we just use instead of all this other interactive stuff” “EPM environments are complicated and besides the Project Manager we assigned to run it doesn't seem to know much about it”

Slide 13 Addressing Slow Adoption of EPM 1. Communicate the benefits of Enterprise Project Management at ALL levels within the organization 2. Clearly define the skill set that an EPM Professional needs 3. Identify roles within the PMO clearly 4. Integrate the EPM Professional into the PMO before adoption 5. The EPM Professional must be involved in implementation and support Training the EPM Professional Is crucial to EPM Adoption

Slide 14 Addressing Slow Adoption of EPM Recruit and Train EPM Professionals before implementing an EPM Environment Show how an EPM Professional is as crucial a part of the PMO as a Project Manager, Portfolio Manager or Standards Analyst Show how EPM Professionals can be invaluable during audits Show how Microsoft is a leader in EPM software and works closely with training partners The EPM Professional must be involved in implementation and support Training as an EPM Professional can evolve into specialization in any of it’s technology areas later in your career. Training the EPM Professional Is crucial to EPM Adoption

Slide 15 Addressing Slow Adoption of EPM Microsoft EPM Partners must have EPM Professionals on staff Microsoft EPM Partners must offer support services to In-House EPM Professionals Microsoft offers the EPM Software but Training partners must supply EPM Professional Training Microsoft offers the EPM Certifications but Software partners must supply EPM Professionals for hire or EPM Support Services. The EPM Professional is not a PM or DBA or Developer but a distinct role within the PMO. The EPM Professional is needed now to ensure that organizations feel comfortable adopting a Microsoft EPM Environment Training the EPM Professional Is crucial to EPM Adoption

Slide 16 Recruitment and Training of an EPM Professional Identify the Microsoft Software that makes up an EPM Environment Design an all in one training program Include additional software tools to assist the EPM Professional in supporting the environment Include some soft skills Plan for upgrades Design a PMO integration plan Include Certifications

Slide 17 Recruitment and Training of an EPM Professional Recruit Professional Trainers to deliver the EPM Professional Course Material Engage in PMO Readiness After successful completion of the program have the EPM Professional implement the EPM Environment Ensure the EPM Professional has Technical support from Microsoft Partners Monitor success and rapid adoption

Slide 18 EPM Professional Profile Software Installer Microsoft Project Server Administrator Sharepoint Administrator Microsoft Office Specialist VBA Developer Project Portfolio Report Specialist Microsoft Project Professional power user

Slide 19 EPM Professional Profile Project Management Professional (PMP ® ) Database Administration OLAP Cube Design Windows and Web Development This sounds like a lot……but the EPM Professional is not an expert DBA, Project Manager, Developer …..they are General Practioners of these disciplines

Slide 20 EPM Professional Training Administration Microsoft Project Server Windows Sharepoint Services Sharepoint Server Portfolio Server SQL Database Fundamentals SQL Analysis Services Fundamentals Development Visual Basic for Applications Microsoft Visual Studio 101 Visual Studio Tools for Office Microsoft Office Specialist MDX Fundamentals (OLAP) Project Guide Development Project Management Microsoft Project Power User Fundamentals of Scheduling Plan Templates Best Practices Project Methodologies Installation Microsoft Project Professional Windows 2003 Server Windows Sharepoint Services Sharepoint Server Portfolio Server Microsoft Project Server

Slide 21 My Vision for the EPM Professional My Vision for the EPM Professional outlined here is something I have under development Microsoft Training Partners and EPM Partners will be reviewing it Customers can also participate The EPM Professional will be an all round professional and can easily specialize in any of the disciplines mentioned as a future career path. They will be in demand EPM Professionals will lead to rapid adoption of EPM

Slide 22 My Vision for the EPM Professional The EPM Future is now With the right tools the EPM Professional will be crucial to rapid adoption The race to adoption is on

Slide 23 Questions and Answers Reach me at or through the