1. EPM Solution: Executive Overview and Discussion James Wright Christopher Pond 1 Microsoft Enterprise Project Management

2. Agenda 9:30 – 09:45Introduction 9:45 – 10:45Microsoft Project Server 2010 James Wright – Principal Consultant 10:45 – 11:00Refreshments 11:00 – 12:00Microsoft Project Server 2010 12:00 – 13:00Break 13:00 – 14:00Microsoft SharePoint Server 2010 Christopher Pond – Senior Consultant 14:00 – 14:15Refreshments 14:15 – 15:00Microsoft SharePoint Server 2010

3. Before we begin fold your arms now unfold them fold your arms the other way round (so the arm usually on top is underneath) Did you try the experiment? Did you feel awkward doing it? Did you not want to do it? Did you get it wrong first time? This exercise highlights how implementing changes can involve resistance, discomfort and error. with thanks to Irvin Munir

4. About CPS Established 1995 Experts in Microsoft EPM, SharePoint, Training, Resourcing & P3M Consulting Microsoft Gold Competency Partner Client list of over 700 organisations Only UK APMG Accredited Consulting Organisation that can provide Microsoft EPM solutions & P3M consulting Over 11,000 delegates trained Project Server 2010 launch partner

5. European Coverage Working in partnership with C&S and CXS, CPS offer international services throughout Europe.

6. Solutions P3O Consulting PMO setup Recruitment Pre-packaged EPMoffice TM Client Specific EPM Deployments Hosted / SaaS SAP integration Dedicated support Training Development

7. EPM Solution: Executive Overview and Discussion Common issues faced by organisations

8. Transparency of projects & operations Consistency and Quality in processes & activities Accountability of project performance and financial resources Optimisation of projects to align with strategies Invest in scalable, connectible, and extensible platforms Business challenges and needs More and more, businesses need:

9. Why change? Deliver business improvement through change –Become lean & competitive –Maximise value for taxpayers & shareholders –Can organisations repeatedly deliver more with limited resources? Business demands value in every project –Are resources being utilised efficiently? –Can we prioritise effectively? –Can we provide the necessary programme and project controls? The reasons will differ for each organisation

10. Example PPM benefits

11. People | Process | Organisation | Strategy | Technology Strategy & Vision – the drivers for change and the vision of a future state to roadmap a feasible, path to get there. Technology – Implemented to assist people carrying out the process. People – Ensuring there is a focus on skills and competencies e.g. by providing multi-level training. eaton People – Ensuring there is a focus on skills and competencies e.g. by providing multi-level training. eaton Processes – common approach for people to collaborate around projects & programmes Organisation - is there a “will” to support change

12. Another Way of Looking at it… Organisation Process People Technology Strategy & Vision Finance HR CRM Change? P3O / EPM

13. Alignment with Business Objectives Visibility & Control CollaborationCollaboration Enterprise Project Management Portfolio Management Work Management  Demand Management  Portfolio Selection  Capacity Planning  Portfolio Reporting  Resource Management  Financial Management  Project Reporting  Project Scheduling  Program Management  Time Reporting  Team Collaboration  Issue and Risk In the organisation Executives and Portfolio Managers PMO, Resource and Project Managers Project Team Members 5

14. Microsoft Project Evolution From desktop scheduling to project & portfolio management Scheduling Simple reporting Task management Print Resource tracking Program Management Portfolio Management Reporting Project Collaboration Resource Management Financial Management

15. Source:“MarketScope for Project and Portfolio Management Applications”, GartnerResearch, June 2011MarketScope for Project and Portfolio Management Applications Microsoft received the highest rating possible with a Strong/Positive rating June 2011 Microsoft Project Server 2010 is a landmark release for Microsoft, and for PPM prospective users and existing Project Server customers The MarketScope is copyrighted 2011 by Gartner, Inc. and is reused with permission. The MarketScope is an evaluation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the MarketScope, and does not advise technology users to select only those vendors with the highest rating. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This MarketScope graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Microsoft. Gartner gives highest ranking to Microsoft Gartner MarketScope for Project and Portfolio Management Applications

16. Current & Future

17. Solution components Executives Resource Managers Team Members Project Managers / Planners Line of Business Systems

18. Demonstration

19. Toolset Capability End to end Project & Portfolio Management Portfolio Selection & Prioritisation Capacity Planning Flexible scheduling Enhanced Reporting & Business Intelligence

20. Making the change an example Establish ‘Organisational Will’ at the right level Is the organisation engaged? Establish ‘Organisational Will’ at the right level Is the organisation engaged? Devise a problem statement – to gain stakeholder engagement What issues do we currently face? Devise a problem statement – to gain stakeholder engagement What issues do we currently face? Appoint a Senior Responsible Owner Which business person will lead the change? Appoint a Senior Responsible Owner Which business person will lead the change? Appoint a capable Project / Programme Manager Support effective delivery Appoint a capable Project / Programme Manager Support effective delivery Set the capability & benefit expectations Measure success Set the capability & benefit expectations Measure success Assess the current organisation state to make change successful Assess the current organisation state to make change successful Map out the vision Keep short & long term needs visible Map out the vision Keep short & long term needs visible Prepare Benefits, a Business Case, Programme Brief, Programme Preparation Plan & Vision statement Perspective is essential

21. Example Road Map – an evolving approach Project Register Resource Pool High Level Project Status Tracking Detailed Project Schedule Management & Resource Allocations Phase Level Project Plans & Resource Allocations Request Governance – Project Approval Project Delivery Governance Time Tracking through Authorisations Risk and Issue Management Annual Business Planning Cycle and Portfolio Management Milestone Reporting Financial Management High Level Risks & Issues Status – RAG & Narrative Governance Workflow Portfolio Management Detailed Risk & Issue Management & Tracking Lifecycles and Stage Gates to Manage/Track Delivery of Projects CMMI/Adherence to Process Collection of project requests Prioritisation & approval Portfolio management Time and cost actuals Resource Management Time & cost actuals Detailed activity planning & tracking Activity level resource management Capacity Planning at Role Level Foundation Release 1Release 2Release 3

22. Training System Configuration Validation Testing Design Phase 4 Roll Out Example Implementation Plan Technical Design and Installation Month 4 Month 5Month 6 Project Management Month 7 Month 8 Month 9 Month 1 Iterative Prototyping Training System Configuration Validation Testing Design Phase 3 Roll Out Proof of Concept Workshops and Iterative Prototyping Proof of Concept Workshops and Iterative Prototyping Month 2 Month 3 Training System Configuration Validation Testing Design Phase 1 Roll Out Training System Configuration Validation Testing Design Phase 2 Roll Out Month 10

23. Implementation Framework Aspiration Capture Initial Discovery Capability Maturity Envisioning Process Feasibility Requirement Confirmation and Planning Scope Prototype User participation Brainstorm Issues Aspirations Scope Priority NO ‘solutioneering’ Outputs Agreed statement of requirement Full time Project Manager PMO Process Owner Part time Accountable Executive IT Outputs Develop the Agreed Statement of Requirement into the Solution Overview Issue List Full time Project Manager PMO, Process Owner Part time Accountable Executive IT Outputs Develop the Solution Overview into the Solution Definition High Level Process (Architecture Design) Prototype Strategy Issue update Full time Project Manager Part time Accountable Executive IT, PMO Process Owner User participation Outputs Develop the Solution Overview into the Agreed Solution Definition Product Definitions Plan Risk Log Issue update

24. Solutions P3O Consulting PMO setup Recruitment Pre-packaged EPMoffice TM Client Specific EPM Deployments Hosted / SaaS SAP integration Dedicated support Training Development

25. Thank you for your time We will follow up with slides & links Consider setting up a more detailed discussion with CPS