1. Project Portfolio Management:
PRB-BDM PowerPoint template
4/16/ :48 AM
Project Portfolio Management:
Doing the Right Things Right

2. Agenda What is Project Portfolio Management (PPM)
Understanding the PPM lifecycle and core processes
Introducing Microsoft EPM solution
Demonstration
Implementing Microsoft EPM solution
Conclusion: Realized PPM Benefits

3. What Is Project Portfolio Management?
Project Portfolio Management is the continuous process of identifying, selecting and managing a portfolio of projects in alignment with key performance metrics and strategic business objectives

4. Select And Deliver The Right Things
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Select And Deliver The Right Things
100%
Unrealized Value
Improving
Portfolio Management
Value from Portfolio Management
DOING THE RIGHT THINGS
Realized Value
Improving Project Management
Value from Project Management
DOING THINGS RIGHT 0%
100%
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

5. How PPM Helps The Organization
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How PPM Helps The Organization
Demand Management
Portfolio Selection
Capacity Planning
Portfolio Reporting
Portfolio Management
Alignment with Business Objectives
Executives and Portfolio Managers
Resource Management
Financial Management
Project Reporting
Project Scheduling
Program Management
Enterprise Project Management
PMO, Resource and Project Managers
Visibility & Control
Project Team Members
Collaboration
Time Reporting
Team Collaboration
Work Management
Processes and Tools
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

6. Project Portfolio Management Lifecycle
4/16/ :48 AM
Project Portfolio Management Lifecycle
Manage
Select
Create
Plan
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

7. Core PPM Processes Create Select Plan Manage Demand Management
Portfolio Selection
Capacity Planning
Resource Management
Financial Management
Time Reporting
Portfolio Reporting
Project Reporting
Project Scheduling
Team Collaboration
Program Management

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

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

10. Plan Finalize project delivery roadmap based on resource availability
Create
Select
Plan
Manage
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

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

12. Microsoft Project Evolution
2008
Program
Management
Reporting
Project
Collaboration
Resource
Financial
Portfolio
Management
Scheduling
Simple Reporting
Task Management
and Print
Resource Tracking
1996 12

13. EPM Solution Architecture
Executives & Portfolio Managers +
PMO, Resource & Project Managers + Team Members
LoB Systems 13

14. EPM Solution Create Select Plan Manage 4/16/2017 11:48 AM
© 2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY

15. Demo Storyboard

16. Gradually Mature Your PPM Processes Assess your current maturity and plot a course for success
Manage
Select
Create
Plan
Future
State
Phase 3
Optimized
Phase 2
Future
State
Phase 3
Managed
Future
State
Phase 3
Phase 1
Phase 2
Future
State
Phase 3
Current
State
Phase 2
Defined
Phase 1
Phase 1
Phase 2
Repeatable
Current
State
Current
State
Phase 1
Initial
Current
State 16

17. There Is No Particular Order Start Top Down or Bottom Up
Portfolio Management
Do The Right Things
Create
Select
Plan
Manage
Bottom up
Bottom Up
Project Management
Do Things Right 17

18. Improve Effectiveness
Realized Benefits
“We have unbelievable visibility of what’s going on in the corporation and that’s all because of Microsoft Office EPM Solution. I’d say we save 60–65 percent in straight efficiency."
"The Microsoft Office EPM Solution is giving us a much better handle on the decisions we make. It is helping us move to a more strategic project model.” 
Improve Visibility
CREATE
Maximize Value
SELECT
MANAGE
Improve Effectiveness
PLAN
Reduce Execution Risk
“We are moving
away from what I
consider an ad hoc
model of planning
where we would initiate
a project without considering the effect it would have on the greater organization.”
“Our Microsoft Office EPM Deployment is gives our executives easy access to the clear and concise information they need to manage our complete portfolio of projects.”

19. PRB-BDM PowerPoint template
4/16/ :48 AM
© 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.