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EPM Live – Positioning for Enterprise Project Management Presented by: Sasha Lomas, PMP ASL InfoTech inc. March 3, 2010.

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Presentation on theme: "EPM Live – Positioning for Enterprise Project Management Presented by: Sasha Lomas, PMP ASL InfoTech inc. March 3, 2010."— Presentation transcript:

1 EPM Live – Positioning for Enterprise Project Management Presented by: Sasha Lomas, PMP ASL InfoTech inc. March 3, 2010

2 Agenda Introductions Business Needs Tool Overview Demo Questions

3 Who Is ASL InfoTech? 2009 – ASL focuses on PMO services – assists with PMO setup; grows EPM Live Partner services & partnership; provides PMO as a Service 2008 – ASL provides project management tool as a service by forming a partnership with EPM Live 2006 – ASL launches virtual Project Management Office and becomes Microsoft registered partner 2004 – ASL manages integration and release delivery for large programs 2003 – ASL rescues critical project; plans program phase release; plans and delivers projects for key retail program 2002 – ASL participates in implementation of Operational Framework and process implementation for outsourced account 2001 – ASL forms strategic alliance with HMS Software 2000 – ASL provides PMO consulting for outsourced account 1997 - ASL InfoTech founded to provide IT consulting services for clients across multiple business sectors to achieve Y2K compliance.

4 Microsoft Gold Certified Partner Advisory Council – EPMPAC Technical Advisor for EPM 2002, 03, 07 and 10 Managed Microsoft Partner Implementation in over 35 different Countries Wide range of industry experience Experience - 1000+ Customers Inc 500 – 5000 Fastest Growing Companies in 2008 and 2009 Microsoft’s EPM “Partner of the Year” 2005, 2006, 2008 and 2009 PMI “Project of the Year” Award 2006 and 2007 Recognition Over 125 EPM Live Service Partners In Over 33 Countries Partner Community Who Is EPM Live?

5 Project Managers Effective project management When will we really finish and what will it cost? When will we really finish and what will it cost? How can I decrease the project cycle time? How can I decrease the project cycle time? Can we reuse best practices across projects? Can we reuse best practices across projects? Business Needs Resource Managers Skills-based and efficient resource management Team Members Better coordination within the team Executive Stakeholders Quality project outcome on time and on budget What am I supposed to deliver this week? What am I supposed to deliver this week? How can I coordinate with people in my team? How can I coordinate with people in my team? How to have clear visibility into project risks and issues? How to have clear visibility into project risks and issues? How to have control over the project execution and finances? How to have control over the project execution and finances? Who is available to staff our new projects? Who is available to staff our new projects? Who's working on what and do they have the skills? Who's working on what and do they have the skills?

6 Challenges for Project Teams Track and Analyze critical information Communicating tasks to other team members Plan projects and schedule work effectively to stay productive

7 What does this solution address? Managing client expectations Clear milestones Communication Collaboration

8 EPM Live Capability Framework PortfolioManagementWorkManagementResourceManagementBudgetManagementTime Management ManagementBusinessIntelligence Other LOB’s Tasks Issues Actions Approvals Deliverables Changes Documents BugsProcurements Service Requests Defects Backlogs Applications Project Management Account Management Software Management Program Management Enterprise Capabilities Work Features Integration Data Sources Build Your Own Application Templates

9 Tool Overview General Information Preconfigured SharePoint Templates Project Portfolio Management Task and Work Management Resource Management Budget Management Issue, Risk & Change Management Document Management Reporting

10 SharePoint SharePoint Excel Services OfficeOffice Forms Server VisioVisio CollaborationCollaborationContentManagementContentManagementPortalPortalSearchSearchBusinessProcessManagementBusinessProcessManagementBusinessIntelligenceBusinessIntelligence Time Manager Portfolio Work Manager WorkManager Resource Manager Portfolio Server Project Server ProjectDesktopProjectDesktop Solution Architecture

11 Workspace Effective Project Management & Collaboration Project Collaboration Strategic Project/Portfolio Management & Collaboration Enterprise Workgroup Project Management Offerings

12 Enterprise Project & Work Modules Portfolio Management Resource Management Time Management Budget Management Business Intelligence Work Management

13 Rich Set of PM Features

14 Software Development Application Management Operational Management Facility Management Project Management Pre-Built Application Templates

15 Pre-built Work Features Project Tasks Issues Incidents Build your ownRecurring Maintenance Backlog

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17 Multiple Project Workspaces Manage All Site Content Information in Individual SharePoint Workspace Sites Project A Project B Project C Project D Project E, F, G

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19 Request and Select the “Right” Work Project Requests and Proposals

20 Create, share, and track everyday work in one location Monitor Project Portfolio

21 Monitor Work Portfolio Create, share, and track everyday work in one location

22 Create dynamic dashboards and gain BI into Work Executive Dashboard Views

23 Generate dynamic charts, static printable reports and diagrams with visual reports feature Analyze Data using Excel

24 View Excel Reports on the Web View dynamic Excel tables, pivot tables, charts using Microsoft Excel Services (MOSS)

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26 Collaborate with Microsoft Office Project Easily publish and synchronize Microsoft Office Project files with a Microsoft Office SharePoint environment

27 Build & Maintain Tasks in SharePoint Manage online SharePoint Work Plans using Multiple Planning Methodologies (Water Fall, Agile, SCRUM, Spiral, etc..)

28 Communicate Responsibilities and Report Work Status in Real-time Task Management

29 Communicate Responsibilities and Report Task Status in Real-time Task Management

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31 Resource Planner View Resource load across all work View and Edit Resource Assignments Across All Work Across Multiple Sites

32 Resource Capacity Planning

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34 Budget Management

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37 Communicate and mitigate risks before they become issues Manage Risks

38 Communicate and mitigate Issues Manage Issues

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40 Document Management

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42 Create dynamic dashboards and gain BI into Work Executive Dashboard Views

43 Generate dynamic charts, static printable reports and diagrams with visual reports feature Analyze Data

44 Analyze Project Data with Dynamic Reports Generate dynamic charts, static printable reports and diagrams with visual reports feature

45 Report Center

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47 Values Realize lower project cycle time Gain visibility for better decision making with highly effective, consistent, and timely reports Obtain more accurate and precise information about project investments Build complex project plans quickly with an easy-to-use desktop client and manage those plans effectively Use resources optimally and lower project cycle time Communicate effectively and improve coordination within teams with effective reports Improve ability to meet deadlines by having a clear view of critical dates and milestones Gain more visibility and control of day-to-day work Align work with the company’s strategy, completing tasks efficiently Project Manager Team Member Executive Stakeholder

48 Achieve Effective Project Management Create and maintain an optimized project execution plan Track, analyze and control project progress according to the project plan Present reports and communicate project information in various formats Ensure teams are working towards the same goal Keep teams informed of all changes to the project Collaborate and coordinate easily with others on the team Promote continuous improvement

49 Start Online Today… Reports Risks Documents Tasks/Actions Issues Status Reports Project Plans

50 And Bring In-House at Anytime Reports Risks Documents Tasks/Actions Issues Status Reports Project Plans

51 Self Service EPM Live Offering – Provides a Configuration Page for Build-to-Order Process Project Level Custom Fields Task Level Custom Fields Enterprise Resources and Custom Fields – Out of the Box Feature Set Views, Settings, Project Creation, Reports – Provides basic SharePoint Enterprise Project Capabilities 1 Top Site Template 1 Project Workspace Template – Allows an organization to use the EPM Live Solution with only hours of Setup – Allows an organization to grow into a complete EPM Live solution Easy EPM Live


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