1 Microsoft Project Solution Offerings and the next chapter of EPM September 17th, 2003 Brendan Giles, PMP Systemgroup Management Services

2 Overview Review Enterprise Project Management 10min Discuss Enterprise Project Management solution offerings (focus on Jumpstart). 25min Its here! A Glimpse into Microsoft Office Project min

3 Enterprise Project Management Centralizes the management and optimization of resources. Standardizes project reporting. Allows for portfolio modeling and analysis. Enhances collaboration among team members. Makes project data more accessible.

4 Enterprise Project Management Improves team participation throughout the project life cycle. Enables timely decision making. Allows for the creation of a pool of resource skills. Allows for accurate forecasting of resource demand. Communicates with other business applications.

5 What is an Enterprise Project Management (EPM) solution offering? Something that uses lots of terms and buzzwords Jumpstart RAMP Enterprise Implementation Framework Rapid Adoption Program Quickstart Bootcamp Accelerators

6 What is a Microsoft EPM Solution? It is a true enterprise-class solution that aligns people and systems, providing the project collaboration and analysis tools you need to make informed, proactive decisions.

7 What makes up an Enterprise Project Management solution offering? PM Maturity Assessment Role Assessment Definition of Requirements Creation of a prototype environment Review of Benefits Training and Support Pilot Projects Evaluations and Refinements Large Scale Rollouts

8 EPM Solutions Offerings Microsoft Project Training Bootcamps (4 days) Key Deliverable: Intensive Role Based Training JumpStart Programs (3 – 4 weeks) Key Deliverable: Working Prototype Environment to Spec Enterprise Implementation using EIF (3 – 6 months) Key Deliverables: Pilot Project and Enterprise Rollout

9 Jumpstart Program Understand the current project management environment Provide a Proof of Concept Create Benefits and Recommendations Evaluation

10 Understand the current project management environment The organization’s existing project management maturity level is assessed. – Review the organization’s project management practices with key stakeholders. – Assess the organization's current capabilities for program and portfolio management processes.

11 Understand the current project management environment – Assess readiness of the organization's project management and technical environment including culture, capabilities, conversions, and commitment. – Recommend a plan of action at the completion of the assessment.

12 Understand the current project management environment Deliverable: Produce a Vision/Scope Document for the proposed EPM Environment.

13 Provide a Proof of Concept Deliverable: Setup the Environment – Microsoft Windows 2003 Server (Using WSS). – (Microsoft Windows 2000 Server - not using WSS) – SQL Server 2000 – SQL Analysis Services. – Appropriate Service Packs. – Microsoft Office Project Server – Windows Sharepoint Services. – Microsoft Office including Project Professional 2003.

14 Provide a Proof of Concept Deliverable: Functional Requirements Define the Resource Breakdown Structure Define enterprise resource and project Custom Fields Determine roles, groups and security. Setup an enterprise resource pool (Generic/real). Define the enterprise standards. E.g. Calendars. Define Enterprise Project Plan Templates. Define Custom Views.

15 Provide a Proof of Concept Configure the environment as per functional Requirements

16 Provide a Proof of Concept Deliverable: Conversion of Existing Project Plans Project 98 or Project 2000 Plans Microsoft Excel Project Plans Other

17 Training and Mentoring Portfolio Managers Project Managers Resource Managers Team Leaders Team Members. Training is role based and all members of the project team from executives to team members are users of the environment Administrators Project Server Administrators Executives

18 Create Benefits and Recommendations Determine Return on Investment Perform an ROI Evaluation to accurately determine the anticipated costs and benefits from an enterprise-wide Microsoft Project 2003 implementation.

19 Determine Next Steps High Level Recommendations Recommended functionality. Customized Solutions. Systems Architecture. Choice of a Pilot Project.

20 Evaluation Customer Satisfaction Lessons Learned Issues Feedback

21 Enterprise Implementation Framework The Enterprise Implementation Framework (EIF) is a set of documents that provide tools and guidance for planning an Enterprise Project Management deployment. Developed by Microsoft and some of its major partners to assist with EPM deployments.

22 Accelerators Microsoft Products Service Offerings (3 rd Party or Microsoft) Microsoft Accelerators Customer Needs

23 Summary Requirements definition Design Prototype Pilot Rollout Assess and refine

24 Line of Business Systems Microsoft Office Project 2003

25 Microsoft Project Web Access Home Page New! Risks

26 Task Sheet View New! Custom Field Value Lists

Project Center Open Multiple Projects In Project Professional

28 Project Center New ! Build Team from Enterprise Lite

29 Resource Center New ! Print the Grid and Export to EXCEL

30 Portfolio Modeler Improved! Refresh Project and Resource Definitions

31 Resource Center New! Adjust Actual Work Hours

32 Task Center New! Print Timesheet and Export to EXCEL

33 Timesheet Approvals New! Multiple Approvals

34 Enterprise Resource Outline Codes New! Multi-valued Fields

35 Open Dialog in Project Professional Improved! Grouping of Projects

36 Microsoft Office Project Professional 2003 New! Copy Picture to Office

37 Microsoft Office Project Professional 2003 New! Copy Picture to Office

38 Clean-up the Project Server Database New! Delete Enterprise Resources

39 Portfolio Analyzer Copy Views and Connect to Different OLAP Cubes

40 Portfolio Analyzer Copy Views

41 More new and improved features Administrative Projects for reporting non-working time Synchronization of Project Groups with Active Directory Proposed booking of resources Project Manager self check-in of stranded projects Protection of saved baselines Sample databases Selective Delegation of tasks Watson Crash reporting

42 A Demonstration

43 Migrating from Project Server 2002 An upgrade script Upg10db must be run to convert Project Server 2002 databases as some schema changes have occurred. Microsoft Office Project Server 2003 cannot use SharePoint Team Services version 1.0 for its documents and issues management platform. The “PSmigrat” migration tool will be available to assist you in migrating to Windows SharePoint Services.

44 Migrating from Project Server 2002 Sharepoint Team Services V2.0 (Windows Sharepoint Services) requires Microsoft Windows 2003 server. Microsoft Project Professional 2002 can open and save projects to a Microsoft Office Project 2003 server. Microsoft Project Professional 2003 can open and save projects to Microsoft Project Server Microsoft Office Project Professional 2003 requires Windows 2000 or higher. Microsoft Office Project 2003 projects are not compatible with Microsoft Project 98 projects.

45 Microsoft Project Links Microsoft Project Product Page MPUG GTA Microsoft Office Preview