1. MPUG DC MeetingWelcome!! Steve Norman President, DC MPUG

2. Agenda Registration/Refreshments Registration/Refreshments Welcome – Steve Norman – Introduce Sponsors/Officers and First Meeting Notes Welcome – Steve Norman – Introduce Sponsors/Officers and First Meeting Notes Greetings from Microsoft Greetings from Microsoft Presentation: “Commonly Asked Questions around Implementing Project 2002/Project Server” – Rob Hirschmann and Rob Spanswick Presentation: “Commonly Asked Questions around Implementing Project 2002/Project Server” – Rob Hirschmann and Rob Spanswick Drawings/Giveaways – Jennifer King, Drawings/Giveaways – Jennifer King, PDU’s – Steve Norman

3. EPM Discussion with ‘The Robs’ Rob Hirschmann Project Management Specialist Microsoft Mid-Atlantic (Enterprise Accounts) robhirsc@microsoft.com Rob Spanswick Project Management Specialist Microsoft Government robertsp@microsoft.com

4. Top 10 (ok, 13) Questions About Implementing Project Server

5. 13. What are the most important steps to planning an implementation?

6. Implementation Recommendations Document Your Requirements Document Your Requirements Utilize a MSFT-endorsed ‘Jumpstart’ program for Configuration, Training, Knowledge Transfer, Tech Advice Utilize a MSFT-endorsed ‘Jumpstart’ program for Configuration, Training, Knowledge Transfer, Tech Advice  Cost effective (fixed price)  Value and solution focused  Training critical Implement Project ‘as a Project’ Implement Project ‘as a Project’ Use PSS for ongoing technical support Use PSS for ongoing technical support Use Partner for as-need configuration/customization support Use Partner for as-need configuration/customization support Leverage MSDN/Technet Data online Leverage MSDN/Technet Data online Chances for success will be greatly enhanced

7. 12. Who is the best group to own and manage the EPM solution – business or IT?

8. Answer: Jesse Helms after a wild night out… Depends!!!

9. Customer Solutions IT Project Management IT Project Management Business Project/Process Management Business Project/Process Management Product Lifecycle Management Product Lifecycle Management Product Feature/Release Management Product Feature/Release Management Executive Portfolio Management Executive Portfolio Management Enterprise Resource Management Enterprise Resource Management

10. 11. What are the challenges with installing the Sharepoint Team Services component of Project Server – and what does it get you?

11. Microsoft Solution For Enterprise Project Management Team Members and Executives Project and Resource Managers * Internal Business Systems SQL Server STS

12. 10. What are challenges and best practices with cultural issues related to getting team resources to enter actual time data on tasks?

13. 9. What is the best way/time to engage outside support for configuration and technical issues?

14. Implementation Considerations Tools Tools Planning Planning Implementation Implementation Training Training Ongoing Support Ongoing Support

15. Implementation Recommendations Document Your Requirements Document Your Requirements Utilize a MSFT-endorsed ‘Jumpstart’ program for Configuration, Training, Knowledge Transfer, Tech Advice Utilize a MSFT-endorsed ‘Jumpstart’ program for Configuration, Training, Knowledge Transfer, Tech Advice  Cost effective (fixed price)  Value and solution focused  Training critical Implement Project ‘as a Project’ Implement Project ‘as a Project’ Use PSS for ongoing technical support Use PSS for ongoing technical support Use Partner for as-need configuration/customization support Use Partner for as-need configuration/customization support Leverage MSDN/Technet Data online Leverage MSDN/Technet Data online Chances for success will be greatly enhanced

16. 8. Explain custom enterprise outline codes and fields, and how do they drive reporting?

18. projectdashboard

19. 7. Is anyone integrating Microsoft EPM with T&E Solutions? Which ones?

20. Answer: - Microsoft Business Solutions PSA www.greatplains.com/psa - Tenrox PSA www.tenrox.com - Earned Value: Welcom COBRA www.welcom.com/cobra

21. 6. What users need what licenses of the solution to be successful?

22. Microsoft Solution For Enterprise Project Management Team Members and Executives Project and Resource Managers * Internal Business Systems SQL Server

23. 5. Can Project Standard be used with Project Server? Why shouldn’t it be.

24. 4. Does reporting and Analysis come with the solution?

25. Microsoft Solution For Enterprise Project Management Team Members and Executives Project and Resource Managers * Internal Business Systems SQL Server PDS (API) OLAP cube

26. 3. What kind of training is necessary/recommended, for who?

27. Training Considerations System Administrator System Administrator Project Manager / Resource Manager Project Manager / Resource Manager Team Resource Team Resource Executive Executive

28. Support In depth P2002 Pro/Project Server knowledge In depth P2002 Pro/Project Server knowledge How to “apply” the system is critical How to “apply” the system is critical Strong PM skills Strong PM skills VBA VBA ASP, XML, SQL, HTML ASP, XML, SQL, HTML SQL Server Administration SQL Server Administration

29. 2. Where do I look for help/support if things go wrong on an implementation?

30. And the number 1 Question about successfully implement EPM is… 1. When’s the next version coming out, and what change will it bring?

31. Tomorrow Continue product line development Continue product line development  Project Standard – lower bar for entry into project management discipline  Project Professional – give professional project managers the tools they need  Project Server – THE SERVER for solutions with projects and resources Enable customers to Enable customers to  See who ’ s on the team, their skills, and when they ’ ll finish  Collaborate on docs, risks, issues, etc. related to their work  More easily propose and staff new initiatives  Learn from other teams who ’ ve tackled similar projects  Model changes (staffing, schedule, priority … ) to see their effect on the business  Integrate their work with existing enterprise systems (HR, ERP, CRM)

32. Resource Management Opportunity Eval & Staffing Opportunity Eval & Staffing Time & Expense Reporting Time & Expense Reporting Modeling ModelingCollaboration Connected Documents Connected Documents Collaborative Project Planning Collaborative Project Planning Best with STS and Outlook Best with STS and Outlook Project Intelligence Portfolio Planning Portfolio Planning Project & Portfolio Status Meetings Project & Portfolio Status Meetings Reporting Reporting Compelling Desktop Upgrade Compelling Communication Compelling Communication Top Down Planning Top Down Planning Seamless Offline Experience Seamless Offline Experience Pro Differentiation Pro DifferentiationPlatform Trustworthy Computing Trustworthy Computing Enterprise-Friendly Enterprise-Friendly Partner-Friendly Partner-Friendly Long Term Scenarios

33. And… How’s the EPM market shaking – and what EPM solutions will be around?

34. Competitive

35. What are the Business Challenges EPM is supposed to help with? How do I prioritize initiatives across my organization? How do I prioritize initiatives across my organization? What is the status of our top five initiatives? What is the status of our top five initiatives? Do we have the right people working on the right projects? Do we have the right people working on the right projects? Do we leverage knowledge and best practices across people and projects? Do we leverage knowledge and best practices across people and projects? Do we have the skills and capacity within our organization to achieve our long term goals? Do we have the skills and capacity within our organization to achieve our long term goals? Enterprise PM is all about helping to manage the future of the business, NOT Detail scheduling features

36. How is EPM doing? “We’re developing PM processes, but we’re not seeing real improvements outside of some individual projects” “We’re developing PM processes, but we’re not seeing real improvements outside of some individual projects” Project Management Challenges (what worries you most?): Project Management Challenges (what worries you most?): Issues20022001 Changing Organizational Priorities 50%43% Change Management 40%35% Risk Assessment and Management 36%37% Alignment between project and organizational goals 21%20% Project Management Skill Level 33%34% Scope Clairty 49%50% Source: BIA and Giga Information Group

37. What does this mean? There have been slight improvements in PM practices There have been slight improvements in PM practices But, most still aren’t buying into the concept of organizational project management But, most still aren’t buying into the concept of organizational project management Result is that Result is that reactive behaviors stemming from habit and external pressures tend to preside over proactive ones. Part of the reason is that there haven’t been any real “enterprise” PM tools We aren’t entering the market late, we are leading the correction

38. And… How does MSFT use the Project Server/EPM internally (Dogfood)

39. Microsoft Project Links Microsoft Project Product Page: Microsoft Project Product Page:  http://www.microsoft.com/office/project/ http://www.microsoft.com/office/project/ Microsoft Project MSDN Developer Center: Microsoft Project MSDN Developer Center:  http://msdn.microsoft.com/project http://msdn.microsoft.com/project Microsoft Project Deployment Kit: Microsoft Project Deployment Kit:  http://www.microsoft.com/office/project/resources /deployment/ http://www.microsoft.com/office/project/resources /deployment/ http://www.microsoft.com/office/project/resources /deployment/ Microsoft Project TechNet Site: Microsoft Project TechNet Site:  http://www.microsoft.com/technet/project/ http://www.microsoft.com/technet/project/ Microsoft Project Partner Program: Microsoft Project Partner Program:  http://www.microsoft.com/office/project/resources /partners.htm http://www.microsoft.com/office/project/resources /partners.htm http://www.microsoft.com/office/project/resources /partners.htm Microsoft Project Partner Program E-mail: Microsoft Project Partner Program E-mail:  projptnr@microsoft.com projptnr@microsoft.com

40. “Artemis, PlanView and Primavera need to hold onto their hats when Microsoft rolls out the next version of Microsoft Project.” – ADTMag.com Momentum “Project 10 is going to cause a lot of concern to Primavera and Artemis.” – Giga “Microsoft’s Retooled Project 2002 Will Rattle the PSA and EPM Markets” – Giga “Microsoft eyes the enterprise with Project 2002” – InfoWorld Enterprises organizing more work into cross-departmental projects and having trouble starting projects on time and forecasting completion should increasingly consider the MS Project solution with Project Server." – Gartner “Microsoft is serious about playing a leadership role in the enterprise project management arena.” – Hurwitz Group