1. Microsoft Project Conference 2014
4/23/2017 6:06 AM
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

2. 4/23/2017 6:06 AM
PC252
Adding objectivity and rigor with Portfolio Analysis & Optimization using Project Online
Luke Humphrey, Microsoft Corporation
Prasanna Adavi, Sr. EPM Consultant, EPMA
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

3. ~8 Who is Luke? Luke Humphrey Senior Program Manager - Microsoft years
with the Project
product group ~8

4. Who is Prasanna? EPMA Prasanna Adavi PMP, MCTS, MCITP, MCT
Sr. EPM Consultant
EPMA Inc.
Premier PPM Consulting,
Training and Support
Houston, TX
@prasannaadavi
EPMA

5. Agenda What is PPM? Do you need Project Portfolio Management?
Process overview
Demo
Q&A

6. Project & Portfolio Management
What is it? The practice of identifying, selecting and managing a portfolio of projects that align to strategic objectives and honor resource constraints PPM delivers Executive alignment on strategy Management of risks and resources Investment guidance to maximize ROI Quick, objective decision-making Enhanced visibility and communications

7. A unified set of tools for holistic management of projects
PPM
Program
Management
Demand
Management
Portfolio Analytics & Selection
Time
Reporting
Issues & Risk
Management
Business Intelligence & Reporting
Team Collaboration & Social
Financial Management
Resource Management
Schedule Management

8. Some signs you need PPM Squeaky wheel gets the oil
Too many ‘urgent’ projects
Over-committed Resource Pool
Constantly changing priorities
No awareness of strategic alignment
Inability to control change

9. Dialog and conversation are paramount.

10. The Process Project Proposal Project Proposal Committed Portfolio
Projects Strategic Alignment
Project Prioritization
Cost Constraint Analysis
Resource Constraint Analysis
Committed Portfolio
Project Proposal
Project Proposal
Project Proposal
Portfolio Management
Project Proposal
Portfolio Analysis

11. Setup Demand Resource Planning Strategy Management
Define Business Drivers
Prioritize Business Drivers
Demand
Management
Define Cost constraint fields
Define Workflow and Project Detail Pages (capture forms)
Resource Planning
Setup Primary Role
Setup Generic Resources
Named Resources>Primary Role

12. 4/23/2017 6:06 AM
Demo
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

13. Related Sessions
PC260: Driving Strategic Differentiation through Portfolio Management and Culture Change
PC333: Resource Portfolio Management in Microsoft Project Made Easy
PC270: Strategic Portfolio and Resource Capacity Planning Using Simulation

14. Q & A

15. Thank You

16. 4/23/2017 6:06 AM
Appendix
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

17. Additional Scenarios 4/23/2017 6:06 AM
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

18. Challenges and Solutions
Prioritization of projects between different groups
Establish a global Executive Team
Get buy-in on common prioritization criteria
Lack of buy-in from Team
Communicate
Manage the change
Enforce governance
IT cannot make pass/kill decisions
Establish an executive team with Business Representatives
Get a common buy-in

19. MyPC fill out evaluations & win prizes!
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After the event, over 100 hours of resources; including all of the PPT decks and session videos will be available.

20. 4/23/2017 6:06 AM
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows 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.
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.