SLIDE 1 Microsoft Office SharePoint And EPM Live
10 Ways To Save Money
Mike Kremer Microsoft Corporation Jim Patterson EPM Live
SLIDE 2
Agenda
EPM Live + SharePoint Overview Review: Top 10 Ways to Save Money… Demo Customer Case Studies Showcase Q&A
SLIDE 3 EPM Live provides Microsoft-Base Project and Work Management solutions that allow individuals, teams, workgroups, and organizations to connect and collaborate
Fast: Pre-built templates so you can get started today Low Risk: Start Online Today and Migrate Onsite at Anytime Proven: Built using 100% Microsoft Based Software
SLIDE 4 Managers
Effective project and work management
finish and what will it cost?
the project cycle time?
practices across projects and work?
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?
- How can I coordinate with people in my team?
- How to have clear visibility into project risks and
issues?
- How to have control over the project execution
and finances?
- Who is available to staff our new projects?
- Who's working on what and do they have the
skills?
SLIDE 5 End-to-End Project & Work Management
5
SLIDE 6 The Objective: Save Money
1.
Reduce work redundancy
2.
Reduce schedule slips and cost overruns
3.
Eliminate non-performing projects or initiatives
4.
Reduce or maximize staff levels
5.
Prioritize work by financial return
6.
Improve Cost Performance
7.
Reduce administrative time
8.
Improve cost and schedule performance
9.
Maximize revenue
- 10. Minimize risks and issues
SLIDE 7
Manage and Track All Work Demands on Your Organization
Reduce work redundancy:
Because SharePoint with EPM Live gives visibility into the entire organizations project, initiative and operational work, customers can see and then eliminate redundant work.
SLIDE 8
Reduce schedule slips and cost overruns:
SharePoint with EPM Live provides schedule reports, resource requirements, cost dashboards, trend graphs and other business intelligence visualizations that provide immediate visibility to performance challenges.
Control Schedules and Tasks Across Your Organization
SLIDE 9
Eliminate non-performing projects or initiatives:
Gather, Analyze, Prioritize, and Track All Work Demands
SharePoint with EPM Live provides early visibility to under- performing projects and initiatives allowing management to make early cancel decisions before additional money is spent with little or no return
SLIDE 10 Gain Visibility into All Resource Demands
Reduce or maximize staff levels:
SharePoint with EPM Live provides a complete (both detail and consolidated) view
requirements and actual effort. With this information, management may staff at the appropriate levels for current and anticipated work.
SLIDE 11 Prioritize work by financial return:
Gather, Analyze, Prioritize, and Track All Work Demands
SharePoint with EPM Live allows
evaluate and rank work by value (revenue/cost savings) returned to the
business case processes ensure only the highest value work is approved.
SLIDE 12
Understand and Control Project Budgets and Finances
Improve Cost Performance:
SharePoint integration with common ERP tools can help provide a complete and accurate cost picture
SLIDE 13
Manage Documents and Help Ensure Content Integrity
Reduce administrative time:
By having a central location for all key data and artifacts, resources will eliminate or reduce the amount of time they must spend searching for information or presenting updates
SLIDE 14 Effectively Communicate and Share Task Information
Improve Schedule Performance:
Because SharePoint with EPM Live provides "one version of the truth," individuals, departments and whole organizations can be held accountable for actual work
even be tracked at the individual work item level through project and not project status updates
SLIDE 15 Maximize revenue:
EPM Live provides prebuilt project workspace templates to help get project teams up and running quickly
By using SharePoint with EPM Live, you can reduce time to market (cost savings) while maximizing potential revenue
getting there on time
SLIDE 16
Improve Visibility and Insight to Enhance Decision-making
Minimize risks and issues:
By getting centralized visibility and early warning alerts to critical risk or issues, corrective actions can be taken - decreasing likely of expensive project failure
SLIDE 17 SharePoint + EPM Live + Microsoft Office Project 2007
Projects and Programs
Investment, Resource and Prioritization Decisions Maximize Resource Utilization
Project, Program and Resource Managers
Visibility & Decision Support
Executive Stakeholders
Corporate Strategy
Business Standardization
Team Members, Business Partners, and Vendors
Communication & Collaboration
Tasks and Activities
Best Practices & Process Efficiencies
EPM Live: Efficiencies At All Levels
SLIDE 18
EPM Live And SharePoint Advantage
Rich Feature Set SharePoint Enabled Scalable & Flexible Cost Effective
Executive dashboards, cost and schedule indicators Manage the entire project lifecycle Optimize resource allocations Improve end user productivity Manage ALL work (Structured and Unstructured)
SLIDE 19
Rich Feature Set
SLIDE 20
Initiate Plan Execute Control Close Changes Tasks Issues RFI’s Risks Punch Lists Defects ECM Documents Deliverables Approvals Actions Procurements Contracts Invoices Meetings
Manage All Work
SLIDE 21
EPM Live And SharePoint Advantage
Rich Feature Set SharePoint Enabled Scalable & Flexible Cost Effective
Leverage any SharePoint 2007 deployment Extend collaborative platform for EPM Familiar, easy to use
SLIDE 22 Collaboration Content Management Portal Search Business Process Management Business Intelligence
Task Manager Portfolio Work Manager Work Manager Resource Manager
Built using SharePoint’s Platform
SLIDE 23 Project Workspace A Project Workspace B Project Workspace C Project Workspace D Other Work Workspaces
Others
How EPM Live Works
SLIDE 24 EPM Live Demo Overview
Create and Manage Task Lists Assign Resources Control Budget
Managers
Manage Work Programmatic Access
Custom applications Build Custom Workspace Templates Integrate with other Line of Business Applications Workflow and other services
IT
Browser
Update Task Progress Resolve Issues Collaborate on Documents
Team Members
View and Update
View online dashboards Create Reports using Microsoft Office Applications Browser & Microsoft Office
Executives
View Project Progress
SLIDE 25
EPM Live And SharePoint Advantage
Rich Feature Set SharePoint Enabled Scalable & Flexible Cost Effective
Manage projects at any level of detail Scalable from small project teams to full enterprise Customizable to fit all needs Easily extend capabilities using Office apps
SLIDE 26 Flexible For Enterprise Level Deployments
Department Program 1 Workspace Project A Workspace
Multiple Projects
Sub Project 1 Workspace Sub Project 2 Workspace Sub Project 2 Workspace
Project B Workspace
Single Project
Project 1 Workspace Project 2 Workspace Project 3 Workspace
Create Simple and Complex Program and Project Workspace Hierarchies All Data can be rolled up Based on Hierarchies and Workspace Level
Organization
Program 1 Workspace Project 1 Workspace Project 2 Workspace Project 3 Workspace
SLIDE 27 Workspace
Effective Project Management & Collaboration Web-based Project Collaboration Strategic Project/Portfolio Management & Collaboration
Enterprise Workgroup
Solutions For Everyone
Team Collaboration Task Management Budget Management Demand Management Program Management Resource Management Cost Management Enterprise Capacity Planning Schedule Management Multi-level Reporting Project Portfolio Management Enterprise Governance
EPM Live Is A Full Scale EPM/PPM Solution That Allows Individuals, Teams, Workgroups, And Organizations To Connect And Collaborate On Projects And Work
SLIDE 28 Workspace
Effective Project Management & Collaboration Web-based Project Collaboration Strategic Project/Portfolio Management & Collaboration
Enterprise Workgroup
EPM Live Is A Full Scale EPM/PPM Solution That Allows Individuals, Teams, Workgroups, And Organizations To Connect And Collaborate On Projects And Work
Solutions For Everyone
SLIDE 29
EPM Live And SharePoint Advantage
Rich Feature Set SharePoint Enabled Scalable & Flexible Cost Effective
Leverage Microsoft investments Online deployment Templates and best practices Build to order process streamlines deployment
SLIDE 30 Accelerate Deployments
EPM Live provides prebuilt project workspace templates to help get project teams up and running quickly
- PMI (PMBOK)
- Agile (SCRUM)
- MSF
- IT Management
- Professional Services
- Product Development
- Project Management Office
- Facilities Management
- Construction
Keep your entire team informed, accountable and connected in a centralized, web-based environment that is easy-to-use and rapid to deploy
SLIDE 31 Start Online Today…
Reports Risks Documents Tasks/Actions Issues Status Reports Project Plans
SLIDE 32 And Bring In-House at Anytime
Reports Risks Documents Tasks/Actions Issues Status Reports Project Plans
SLIDE 33 EPM Live Demo Overview
Project Workspaces Divisions Portfolios Corporate Portfolio
Corporate Portfolio PMO Proj A Proj B Services Proj D Proj E HR Proj F
SLIDE 34
SLIDE 35 Microsoft Office SharePoint And EPM Live
Solutions Showcase
Jim Patterson EPM Live
SLIDE 36 The EPM Live Advantage
Thousands of customers like FedEx, and Avery Dennison have chosen EPM Live for many reasons. Here’s Why!
– Fast Deployments: Start today with pre-built
templates
– Low Risk: Built using 100% Microsoft Based
Software
– Flexible Solutions: Pay-as-you-go online services
and on premise deployment options
– Cost Effective: Prices starting at $15/user – Ease To Use: Utilizes Microsoft’s scheduling,
collaboration and reporting tools
– Rich Feature Set: Broad scale of EPM and PPM
capabilities
SLIDE 37 Sybron Dental
Prior failure of an EPM deployment Deployed “Workgroup” PM capabilities via SharePoint Created org buy-in for EPM More value from investment in software already being used Only incremental investment instead of a new standalone solution
Goal: Organizational Support for EPM
SLIDE 38 Joyce Meyer Ministries
Prior failure of an EPM deployment Costly online subscription No support for Microsoft Office Project Deployed “Workgroup” PM capabilities via SharePoint In house, leverage existing SharePoint deployment EPM Live add-in for desktop scheduling and synchronization Created org buy-in for EPM Cost effective Improved overall task and project performance by 50%
Goal: SharePoint Project Management
SLIDE 39 Argus Software
Prior failure of an EPM deployment Costly online subscription No support for Microsoft Office Project Unable to view entire project portfolio No infrastructure to support an enterprise deployment
Goal: Enterprise Portfolio Visibility
Deployed “Workgroup” PM capabilities via SharePoint In house, leverage existing SharePoint deployment EPM Live add-in for desktop scheduling and synchronization Online executive dashboards in a central view Online services to decrease deployment time Created org buy-in for EPM Cost effective Improved overall task and project performance by 50% Faster, accurate strategic and tactical decision making Instant scalability across the globe
SLIDE 40 BAE Systems
IT was using Microsoft Excel to manage project tasks and status Using SharePoint to collaborate and wanted to avoid retraining the entire team on a new tool
Goal: Effective Project Management
Converted the existing Excel files into Microsoft Office Project files Deployed EPM Live within current SharePoint environment More accurate Project Schedules and Status Centralized project information for all projects Flexible Project Management solution that meets everyone project management maturity and requirements
SLIDE 41 PKI- Firewall PKI- Firewall
Backend Applications Client Applications
Project Managers/Leads Team Members/Executives
BAE Solution Architecture
SLIDE 42
BAE Microsoft Office Project Synch
SLIDE 43
BAE Easy Task Management
SLIDE 44 Avery Dennison
Project Server 2007 was deployed to manage large IT PMO Programs Corporate was looking for scalable and standard Project Management Solutions Adoption challenges from other departments to use the IT PMO solution
Deployed the EPM Workgroup solution to the needs of other departments Deployed EPM Live platform for a single reporting source for executives Increased use and adoption across all levels of the
Greater visibility and governance across ALL project domains Greater alignment of resources on projects and investments
Goal: Enterprise Project Management
SLIDE 45 IT PMO & Large Programs Other Departments & Small Projects
Avery Solutions Platform
SLIDE 46
Avery Portfolio View
SLIDE 47
Avery Program Dashboard Report
SLIDE 48
Avery Executive Dashboard: Status
SLIDE 49 Challenges Microsoft Project Server is not an approved application and is not supported by NMCI 2 failed EPM deployments (Innotas & Niku) and needed to establish quick wins to gain sponsorship Solution Deployed EPM Workgroup and integrated SharePoint with financial system for EVM Reporting Used EPM Live Workgroup (Online) solution to deploy quickly, and minimize up front investments Results Now an Official NAVSEA Corporate EPM Solution and is being deployed across 9 activities and over 8,400 Project Managers Wide spread use of PM tools and
- standards. Significant savings on time
and deployment costs
Online Service Successes
SLIDE 50
Contact Information
jpatterson@lmrsolutions.com 1 (866) 391-3700 www.epmlive.com
SLIDE 51
Next Steps
30 day Pilot \ Proof of Concept
– Instant online access to your solution – Solution configuration
Business Strategy Workshop
– Identify business objectives – Key requirements – Map solution capabilities to priorities – Establish deployment and on boarding plan