Company LOGO Overview: Project Server 2003 and Enterprise Project Management (EPM) Implementation for Marshall University January 31, 2005 Presented by: Chuck Elliott and Yanzhi Wu

Agenda  Introduction  Demo  Known problems  Webcast  Concerns and Challenges  Recommendations  Discussion and Next Steps

Demo  Simple project demonstrating the Microsoft EPM solution  Project Plan Development  Enterprise Resource Pool  Enterprise Global template  Publishing a project to Project Server  Project Web Access integration with Outlook  Project Management using Project Server

Known Problems  Outlook integration  Tasks show as appointments, it was designed this way and takes getting used to  Updating tasks in Project Web Access can generate conflicting data in Outlook  Learning Tree instructor recommended we keep in mind that Outlook integration may not be best solution  Service Pack 1 should not be installed, we’re investigating

Webcast  TechNet Webcast: A Proven Approach for Success: An Introduction to the EPM Workshop Series (Level 200) TechNet Webcast: A Proven Approach for Success: An Introduction to the EPM Workshop Series (Level 200)

Concerns and Challenges  Enterprise Resource Pool  The larger and more complex the pool, the more resources are required to administer and maintain  Enterprise level Portfolio management, and Resource management, are dependent on standards and consistency  Establishing and enforcing organizational standards  Maintenance of the data, adding new types of data (new people, new skill sets, new coding schemes)  Tracking leave, sick-leave, training, travel etc. Will this be a centralized or dispersed responsibility?

Concerns and Challenges  Enterprise Global template  Allows for all published projects to use the same custom settings (fields, views, tables, reports, groups, calendars, plus enterprise- only fields)  Better organization-wide reporting and analysis  Standardizes organization breakdown structures  Planning is important. What standards do we need?

Concerns and Challenges  Not just a “technology project” or, if it is, let’s decide that up front  Hardware. Our current single-server environment may support up to 250 users and/or projects  Licensing  an issue mostly for use on non-MU equipment, e.g., consultants and third-party team members  Client Access License (CAL) required to use Project Web Access without Project Professional

Concerns and Challenges  Training  Role based is preferred.  Costs – both dollars and manhours  Project Management Office (real or virtual) members should be “expert” at using Project Professional  Project Managers and team members will benefit from training  Just-in-time training for team members  Performance Analysis  Earned Value analysis – Project supports only Percent Complete and Physical Percent Complete  Organizational Culture  Effective implementation will require a change in culture (positive ones)  PMs will have to use prescribed calendars, global template, and work within the system  An effective PMO will control and negotiate standards

Concerns and Challenges  Outcomes  What do the leaders and executives really want?  Can an ideal Project Server 2003 implementation meet those needs?  Full implementation concerns  Phased process  Prototype  Test the prototype  Develop training materials  Pilot test  Identify new groups to train and bring into the system  Test environment  Hardware costs  Administration  Testing Plan and staffing  Disaster Recovery  Strategies, planning, backup and recovery testing, hardware costs

Recommendations  Our recommendations assume an Enterprise Project Management (EPM) initiative is desired

Recommendation 1  IT Executive Group staff an EPM Implementation Planning Project, the goal of which would be twofold:

Goal 1  Draft a high-level implementation plan for Project Server 2003 within IT (and possibly broader) that includes some or all of the following deliverables (documents):  Vision Statement for EPM implementation  Project Charter  Project Scope Statement  Scope Management Plan  Project Management Plan  Expansion Plan (for non-IT departments)  Other Documents  Suggested time frame: two to four weeks

Goal 2  Work with the Project Server Administration Team to establish standards for documentation that:  contribute to project success and can serve as models for subsequent projects and deliverables  help meet future executive needs for:  Modeling  Analysis  Portfolio management  Resource management  Forecasting  Other needs

Recommendation 2  Consider establishing a Project Management Office (real or virtual) with one FTE  Advise executives on project-prioritization  Advise executives on at-risk projects, provide early- warning  Maintain documentation on the environment, policies, and procedures  Administer and coordinate Enterprise Resource Pool and Enterprise Global template  Support Projects and Project Managers  Recommend server configuration changes  Design or assist Executives in the design of Views and Reports  Provide training or training resources

Resources  Webcasts  TechNet Webcast: A Proven Approach for Success: An Introduction to the EPM Workshop Series (Level 200) TechNet Webcast: A Proven Approach for Success: An Introduction to the EPM Workshop Series (Level 200)  Microsoft Executive Circle Webcast: Building a PMO with Microsoft's Enterprise Project Management Solution Microsoft Executive Circle Webcast: Building a PMO with Microsoft's Enterprise Project Management Solution  Documentation  The Project Server 2003 Resource Kit The Project Server 2003 Resource Kit  Web Pages  Project 2003 Home Page Project 2003 Home Page  Enterprise Project Management (EPM) Solution Overview Enterprise Project Management (EPM) Solution Overview  Planning your EPM Solution implementation Planning your EPM Solution implementation

Discussion  Questions  Discussion  Next Steps