10.30 Alastair Brown Valtech

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Solutions Presentations Zone

• 10.30 Alastair Brown Valtech
• 11.30 Val Jonas Risk Decisions Group
• 12.30 Paul Bamforth Asta Development Plc
• 1.30 Kelvin Kirby Technology Associates
• 2.30 Vince Hines Wellingstone Ltd

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Wellingtone Project Management
Yes, but can I benefit from Microsoft Project
Server 2007? Vince Hines BSc MAPM MACostE
MIoD PRINCE2 Practitioner Managing Director  
Recruitment
Training
Consultancy
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Wellingtone Project Management

• Specialist Project Management recruitment,
  training and consulting company
• 12 years experience
• Microsoft EPM partner
• Recruitment - On average 2 out of every 3
  candidates we submit to our clients are invited
  to interview
• Training - Customised to suit your needs giving
  much higher ROI than public courses
• Consultancy - Methodology improvement Microsoft
  partner for Project Server 2007

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Our Clients

• EDS
• GE Money
• GlaxoSmithKline
• Johnson Johnson
• Westinghouse Rail
• The Collinson Group
• London Underground
• Parsons Group International
• UCB Homeloans

• Interserve
• Salford County Council
• Dept for International Development
• The Environment Agency
• Land Securities
• Cheshire Constabulary
• Monsoon Accessorize
• Ladbrokes
• Sonus Network

• Clarks
• Infratec
• Newcastle City Council
• News International
• The Boots Company
• Save The Children
• Oxford University
• Columbus Insurance
• Apple

Wellingtone helped us develop our PM maturity
before letting us implement EPM. We would have
struggled on our own. Thank you!
Head of Projects Professional Services Client
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EPM Users
Since the implementation of Project Portfolio
Server 2007, activities such as reporting and
monitoring that used to take weeks to complete
can now be done with the click of a button. Not
only has the solution made operations more
efficient, it has made them more effective.
Sean Maguire, Canaccord Capital Inc. The
Microsoft Office EPM Solution has paid for itself
many times over in less than a year. Its
flexibility gave us the ability to fit the
solution within our organisation and receive
immediate benefits. Jeffrey Roe, IT PMO,
Milwaukee Journal Sentinel Review times have
been cut, reports are automatic, and information
gathering has been speeded up. Our project
directors are saving 20 to 25 percent of their
time due to Office Project Server 2007. Oscar
Araya Fernández, Department of Strategy Project
Mgt, BNCR We saved 500 hours on this project
alone. I will have earned back the fee paid to
use Office Project Server 2007 on this project 40
times over by the time we are finished. Greg
Lush, Vice President and CIO, The Linc
Group Previously, it was really difficult to
estimate time expenditure and resources. Now the
process is much easier because there is
cohesiveness between the production schedule and
the sequence of operations. The system helps us
control and stipulate timelines for the orders we
receive from departments and branches. Eva
Sand, Department of Communication, Sydbank
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What is EPM?
Organisational Strategy
Project Proposals
Consistent Project Management
PSO Methodology
Project Approval
People Budget Equipment
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Project Management Maturity

• Capability Maturity Model (CMM)
• Capability Maturity Model Integration (CMMI)
• Programme and Project Management Maturity Model
  (P3M3)
• PRINCE2 Maturity Model (P2MM)

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What Drives the Need for EPM?

• Drive to project-centric organisational structure
• Business Challenges
• Defining the implementation of business strategy
  through programmes and projects
• Prioritising the right projects based on limited
  resource
• Building proven processes to handle ever-changing
  business needs
• Ensuring appropriate project governance

• Project Challenges
• Bridging the gap between Project Managers and
  business unit owners
• Ensuring accountability ownership of
  deliverables
• Achieving competitive advantage through efficient
  working
• Enabling effective communication among dispersed
  teams
• Achieve the same with less

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The Microsoft EPM Solution

• Microsoft EPM is an end-to-end collaborative
  project and portfolio environment
• Based on familiar technology
• Leverages existing applications
• Builds on existing Microsoft Office Project
  capabilities
• Considers the needs for portfolio and project
  management
• Designed for all user types Project Managers,
  Resource Managers, Executives, Team Members,
  Partners Clients
• Extensively supported
• Mature product suite

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Select and Prioritise Projects
Prioritize work by financial return Microsoft
EPM, specifically Portfolio Server allows
organizations to evaluate and rank work by value
(revenue/cost savings) returned to the
organization. Common business case processes
ensure only the highest value work is
approved. Prioritise against the right
projects Because Microsoft EPM gives visibility
into the entire organisations projects, Programme
Directors can select the right projects to move
forward and eliminate or postpone lower priority
projects. Eliminate non-performing projects or
initiatives Microsoft EPM 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
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Efficient Consistent Project Management
Manage schedule slips overruns
promptly Microsoft provides schedule reports,
resource requirements, cost dashboards, trend
graphs and other business information that
provide immediate and accurate visibility.
Reduce and maximize staff levels Microsoft EPM
provides a complete (both detail and
consolidated) view of resource requirements and
actual effort by project programme / by
resource type department. With this
information, management can now accurately staff
up for current and forecast work. Improve
project working efficiency By having a central
location for all key project data and documents,
team members will eliminate or reduce the amount
of time they must spend searching for information
or presenting updates
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Accountability Governance
Create financial accountability Integration with
common ERP tools can help provide a complete and
accurate cost picture Make staff and management
accountable Because Microsoft EPM provides "one
version of the truth" individuals, departments
and whole organisations can be held accountable
for actual work performance. This can even be
tracked at the individual work item level through
project and not project timesheets no more
hidden project plans. Minimize risks and issues
By getting centralised visibility and early
warning alerts to critical risk or issues, timely
corrective actions can be taken - decreasing
likely of expensive project failure
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The Benefits to Stakeholders
Executives

• Extensive portfolio management capabilities
• Greater visibility into entire portfolio from
  proposals to projects
• Web access to top-line dashboard views

Project Managers

• Powerful desktop client to build and manage
  complex project plans
• Easier reporting and timesheet tracking for
  project resources
• Use issues, risks, and project templates to help
  build project
• management methodology to suit organisation

Team Members

• Single interface to track time and progress on
  various tasks no double entry
• More visibility and control on day-to-day work
• Alignment with companys strategy

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The Business Case
Scenario 1 - 5m portfolio of 10 projects,
average value 1/2m Improved resource
allocation Accelerated project start-up with
templates and forms Improved project team
efficiency with single source of
truth Consistent, accurate timely monthly
reporting Scenario 2 - Single 25m business
change programme Accurate time recording against
deliverables, clarity on x-charging Accurate
visible resource forecasts Integration with
finance system for improved reporting Clear
ownership of deliverables Scenario 3 - 60 small
projects, average value 50k Focus on priority
projects Improved project team working with clear
ownership Team members have visibility of
priority deliverables Improved resource
allocation
Reduction in overtime and use of contract
resource. Resource costs 75 of projects. 5
saving Save 187k over lifecycle
Improved x-charging based on actual recorded
project time. 50 FTEs _at_ 40k / yr actually
working 90 on project, not 100. Save 125k per
year
Efficiency improvements reduce slippage, leading
to lower costs of 5 / yr Save 150k per year
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Organisation Profiles for EPM Capability
Generic Productivity Tool (e.g. MS Office Using
Excel for task management, Outlook
for assigning resources,)
Project Portfolio Mgt Solution Enterprise-view W
eb access Collaboration (e.g. Microsoft EPM
Solution)
Specialised Project Mgt Standalone Desktop
Tool (e.g. MS Project Std)
Advanced PPM Solution With LOB app integration
enter-prisewide deployment
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Work Management

• Multiple task lists are grouped
• Intelligent baselines with dynamic parameters
• Multiple personalised views
• Recording, sharing, and analising project risks
• Cascading changes based on project dependencies
  in real-time

• Spreadsheet-based or individually -maintained
  task lists and timelines
• Manual tracking and creating reports

• Task planning, task progress tracking, and shared
  task list via collaboration tools
• Multiple baselines
• Automated critical path analysis
• Periodic summarised or detailed reports

• Automated task assignment, splitting, and
  delegation with reporting
• Complex baselines
• Enterprise-wide tracking system
• Single critical path for the overall master
  project

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Resource Management

• Use built-in integration to communicate
  project-related information through Office
  applications
• Resource pool linked to ERP HR data
• Use Office System seamlessly to produce charts,
  graphs, and diagrams based on project data

• Manual or email-based resource scheduling and
  unstructured material management
• Ad-hoc analysis of demands competing for funds

• Resource and workload tracking with dashboard
  view
• Shared view of project, resource, and financial
  information
• Tasks tracking alongside other Outlook
  appointments and timely updates

• Automated resource optimization and transparent
  scheduling
• Resource leveling and capacity planning
• Enterprise-wide resource availability graphs
• Enhanced time tracking capability at group and
  task level

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Team Collaboration

• Standalone plans
• Standalone plans, issues lists, risk lists, and
  project reports
• Collaboration via file sharing, public
  folders/FTP sites, and e-mail

• LOB data available in workspaces and portals
• Workflow-based life cycle management
• Online help and training

• Project templates to reduce set-up effort
• Use Outlook and Excel to manage issues , risks,
  and individual tasks
• Automated task distribution to personal task lists

• Integrated project tasks and calendars
• Notifications on tasks, issues, and risks
• Time tracking and approval workflows
• Automated accurate reporting

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Implementation Approach
The Iterative Methodology
Proof of Concept
Production
Pilot

• 3 weeks
• 1 Project Manager
• 5 - 10 Resources
• Limited Functionality

• 3 months
• 2-5 Project Managers
• 20 - 40 Resources
• Increased Functionality

• All Project Managers
• All Projects
• All resources
• Increased Functionality

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Microsoft SmartPay

• Microsoft Finance offers total IT financing
• No payments for 6 months
• Includes all EPM implementation costs, not just
  software
• Enables your organisation to benefit from EPM
  without impacting cash flow
• Spread payments over 36 months giving excellent
  ROI

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Next Steps

• Understand your current Project Management
  maturity
• Understand your EPM drivers
• Develop your Business Case
• Arrange an on-site demonstration or register to
  attend our next joint seminar with Microsoft on
  30th April titled
• Driving Down Project Costs with EPM