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BPIO University Enterprise Project Management Overview

About this Presentation Who should deliver this presentation? A designated BPIO U instructor who is proficient in Microsoft’s Enterprise Project Management solution Who is the audience? Microsoft partner and field sales teams who have BDM/TDM customers with initial interest in a(n Enterprise Project Management solution What is the purpose of this presentation? To provide partner and field sales teams with an overview of the Enterprise Project Management story. For those subsidiaries that have chosen to subscribe to the full Enterprise Project Management curriculum, this presentation will set the foundation for further, in-depth discussion. The main objective for our partner and field sales teams is to obtain approval from customer power sponsors to create an evaluation plan or to close the sale for a proposed Enterprise Project Management solution. This deck utilizes the Business Productivity Infrastructure Optimization (BPIO) model as a way to frame the roadmap for improving the organization’s capabilities and underlying technology infrastructures to support Enterprise Project Management. 3

Guidance Slide How should I prepare for this presentation? The expected duration of this presentation is approximately 1 hour. Consider the length of your presentation while selecting slides. Depending upon the material, presenters can generally cover 30 slides during a one-hour presentation. Choose slides that are relevant to the subsidiary’s needs, and customize slides as necessary. Remove all guidance slides (slides with a white background) prior to presenting to a customer. Video details - see video slide for information and background on the video that has been selected for this presentation. 4

INTRODUCTION TO ENTERPRISE PROJECT MANAGEMENT 5

6 Video Envision What’s Next for Project

74% of all IT projects fail, come in over budget, or run past the original deadline. Every year, $75 billion is spent on failed IT projects in the U.S. Source: The Standish Group 7 Enterprise Project Management Challenges Key challenges addressed by EPM

100%0% 100% Value from Project Management DOING THINGS RIGHT Value from Portfolio Management DOING THE RIGHT THINGS Value Lost Value Realized ProjectManagement PortfolioManagement Select and Deliver the Right Things Portfolio management vs. project management 8

Business Challenges Justifying using resources, taking initiatives Aligning resources with organizational needs Building proven processes to handle ever-changing business needs and to support organizational needs Implementing best practices to leverage “lessons learned” IT Challenges Aligning IT initiatives with overall organizational strategy Bridging the gap between IT and business unit owners Enabling effective communication among dispersed teams 9 Enterprise Project Management What drives the need?

EPM Sub-Capabilities User Interface Microsoft Office Project and Portfolio Web access 3 rd party apps (LOB, ERP, CRM, etc.) EPM Components Scheduling Event/NotificationsResource Plans Budgeting Data Warehouse Timesheet Task Assignment Reporting Microsoft Office Project Professional Platform WorkManagement ResourceManagement PortfolioOptimization TeamCollaboration Operating SystemPortal/WebDatabaseAnalysisReporting 10 Portfolio Analysis Portfolio Selection Microsoft EPM Solution Functional overview

Portfolio Management Do The Right Things Project Management Do Things Right Create Select Plan Manage There Is No Particular Order Start top down or bottom up 11

Capture all requests, from work orders to strategic projects Standardize metrics, valuation criteria and templates Control investments through governance workflow Manage Select Create Plan 12 Create Standardize the collection of all work across the enterprise

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 Manage Select Create Plan 13 Select Invest in project portfolios that align with strategic priorities

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 Select Create Plan 14 Plan Finalize project delivery roadmap based on resource availability

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 Manage Select Create Plan 15 Manage Measure and track performance at the project and portfolio level

Enterprise Project Management Team Collaboration Resource Management Work Management Portfolio Optimization 16 The Enterprise Project Management Solution Sub-Capabilities

17 Challenges in Portfolio Management Aligning projects with business strategy

Track your portfolio of project investments Manage scope, time and resources Track your portfolio of project investments Manage scope, time and resources Prioritize business strategy & competing investments Initiative Portfolio Analysis and Selection Reporting Dashboarding Govern Project Manager Align selected portfolios with your business strategy Determine optimal portfolio under budget and business constraints Align selected portfolios with your business strategy Determine optimal portfolio under budget and business constraints Report and Execute Align 18 Executives Portfolio Manager Portfolio Optimization Govern, align, report and execute

Team Collaboration Portfolio Optimization Work Management Resource Management Enterprise Project Management 19 The Enterprise Project Management Solution Sub-Capabilities

20 Challenges in Work Management Structured collaboration

EPM System Project and Portfolio Program View all projects and programs Track the entire project life cycle Gain organizational visibility Track the entire project life cycle Gain organizational visibility Manage scope, risk, quality, issues, and schedules Prioritize all project work within enterprise objectives Manage scope, risk, quality, issues, and schedules Prioritize all project work within enterprise objectives Executives Oversight Visibility Team Members Project Manager 21 Work Management Oversight, visibility and control Control

Team Collaboration Portfolio Optimization Work Management Resource Management Enterprise Project Management 22 The Enterprise Project Management Solution Sub-Capabilities

23 Challenges in Resource Management Cost, quality and scope of a project

Resource Repository People and Time FinanceMaterial Track budgets and costs to better understand finances Balance competing resource needs Track budgets and costs to better understand finances Balance competing resource needs Centralized data facilitates cross-project analysis of finances, resources, schedules and materials Create transparent schedules Centralized data facilitates cross-project analysis of finances, resources, schedules and materials Create transparent schedules Executives Project Manager Balance Consume Negotiate and assign resources based on their skills and availability Allocate Resource Managers 24 Resource Management Balance, allocate and consume

Team Collaboration Work Management Resource Management Portfolio Optimization Enterprise Project Management 25 The Enterprise Project Management Solution Sub-Capabilities

26 Challenges in Team Collaboration Unstructured collaboration

Central Repository People InformationProject Manage team documents with metadata, workflow, search, check-in/ check-out, and document versioning Manage team documents with metadata, workflow, search, check-in/ check-out, and document versioning Access documentation and authorize workflow Create and track project issues, risks, and project-related documents Create and track project issues, risks, and project-related documents Executives Project Manager Control Share Team Members Track 27 Team Collaboration Control, share and track

EPM Definition The Microsoft Enterprise Project Management (EPM) Solution manages the entire investment and project life cycle—from strategic portfolio decisions to work management. Sub-capabilities Portfolio Optimization Team Collaboration Work Management Resource Management Core Microsoft Products Represented 28 Microsoft Products Better Together Microsoft Enterprise Project Management Our EPM solution

ERP DB CORE PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services SharePoint Server DELIVERY ReportsDashboardsExcelWorkbooksAnalyticViewsScorecardsPlans … … END USER TOOLS AND PERFORMANCE MANAGEMENT APPS Project Professional PerformancePoint Server Office 29 Microsoft EPM Environment

Project tasks and events integrate through Outlook and SharePoint Project tasks and events integrate through Outlook and SharePoint 30 Office Client Value Discoverable, contextual and efficient

Video From Incremental to Innovation 31

32 Talk to Microsoft and synchronize with sub-priority Take technical training at EPM University Learn how to register for EPM Connect lutions/epm lutions/epm Get Ready Leverage BPIO model and BPIA to profile Profile solutions and services on IWSolve Build a Partner Solution Plan with your PAM Profile accounts with the ATU Engage Become EPM Specialized EPM Connect Specialize Call to Action

© 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.