Mike Kremer Business Productivity SpecialistMicrosoft Corporation

Better Together:Get More Work Done Today with Microsoft Office Project 2007 and Microsoft SharePoint 2007

Agenda

• Introduction

• EPM Workgroup Overview and Demo

• Solutions Showcase: LMR Solutions

• Q&A

PMSoftware

Users

Everyone Who Manages Projects

Extended Team: Everyone InvolvedIn Projects

Project

15%

Excel

18%

Other

Methods

60%

Competitors

7%

Project

68%

Competitors

32%

Project Strategy - 1999

Microsoft Project Evolution

Program Management

Microsoft Project 98 -

2000Microsoft

Project 2002 -2003

Microsoft Project 1 – 4.x

CoordinationProductivity

Project ManagersEffective project management

• When will we really finish and what will it cost?

• How can I decrease the project cycle time?

• Can we reuse best practices across projects?

Key Business Needs

Resource ManagersSkills-based and efficient resource management

Team MembersBetter coordination within the team

Executive StakeholdersQuality project outcome on time and on budget

• What am I supposed to deliver this week?

• How can I coordinate with others on my team?

• How to have clear visibility into project risks and issues?

• How to have control over the project execution and finances?

• Where are my resources being utilized?

• Who's working on what and do they have the skills?

Tools

Services

Organizational Change

The Cost of Collaborative Project Management

DesktopPlanning

Individual Project Planning & Tracking

Strategic Project/Portfolio Management, Collaboration

& Reporting

EPMEnterprise

Project/Work ManagementSolutions For Everyone

Effective Project Management, Collaboration & Reporting

EPMWorkgroup

Microsoft Office Project Solutions

Matt Wilson, EPM SpecialistEPM Live

EPM Workgroup:Overview and Demo

Manage a wide variety of Work items with Microsoft Office Project and SharePoint

EPM Workgroup Overview

3 Steps to Project Management Success

Effective Project Management

How Does EPM Workgroup Work?

Create and Manage Task Lists

Assign Resources

Control Budget

Project Managers

Manage Work

Programmatic Access

Customapplications

Build Custom Workspace Templates

Integrate with other Line of Business Applications

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

Documents

Project 1 Project 2 PMO

Site Collection

Workspace Workspace WorkgroupDocuments

Reports

Documents

Reports Reports

Flexible Site Structure

$150 per Project Manager

Project Publisher

Bi-directional publishing

Publish to any existing WSS or MOSS

2007 site

Publish any Microsoft Project field

Build teams and assign tasks

Control editable fields

Review team updates

Add-in for Microsoft Office Project 2007

EPM Workgroup Toolkit

Site collection rollups (across all sites)

Pre-configured SharePoint site templates

Custom dashboards and web parts

Custom reports

Extensible and customizable

Cost effective

Fast and convenient project based

SharePoint PM sites

$3,500 per Front-End Server

Project-based pre-configured site templates for SharePoint 2007

• Create and Maintain Project Plans

• Optimize schedules, resources, and mitigate risks

• Lower project cycle times

• Communicate Plans and Status

• Assign work to team members and communicate critical dates, milestones, risks and issues

• Keep all projects and tasks up to date

• Track and Analyze Progress

• Make accurate business decisions concerning shifting priorities

• Proactively monitor cost and schedule performance to keep

projects on track

EPM Workgroup helps you to more easily and effectively:

Key Capabilities

Demo

Jim Patterson, EPM Practice DirectorLMR Solutions

Solution Showcase:LMR Solutions

LMR SolutionsRevolutionizing the Way Organizations deploy Microsoft EPM Solutions

LMR Solutions is committed to providing end-to-end services and solutions to support the entire Enterprise

Project Management Lifecycle

Since 1999, LMR Solutions is partnered with Microsoft to provide dynamic Enterprise Project Management Solutions through the Microsoft Office

System to 300+ Successful Customers

PMO Development

Process development

Strategic Alignment

Balanced Scorecards

Project Audits

Technology Business Process

Project, Program and Portfolio

Management

Enterprise Project Management

(EPM)

PM Best Practice Consulting

Training

Mentoring/Support

Business Strategy Workshops

EPM Health Checks

Approach/Discipline

Implementation/Configuration

Customized Solutions

Hosting

Software Integration and

Development

Digital Dashboards

Business Intelligence

Portal development and

integration

1 2 3 4 5

LMR SolutionsImplementing All tiers of Microsoft EPM solutions

Less Mature Highly Mature

Lightweight EPM Heavyweight EPM

• More accurate Project Schedules and Status

• Centralized project information for all projects

• Flexible Project Management solution that meets everyone project management maturity and requirements

• Converted the existing Excel files into Microsoft Office Project files

• Deployed EPM Workgroup in their current SharePoint environment

• Built Web-Based Reports using SharePoint and SQL Reporting Services

• 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

Effective Project Management

BAE Systems EPM Application Architecture

PKI- Firewall PKI- Firewall

Backend Applications

Client Applications

Project Managers/LeadsTeam Members/Executives

Leveraging Microsoft Office ProjectConverted multi tab complex Microsoft Excel spreadsheet into simple Microsoft

Project Plans for Effective Task and Schedule Management

Collaborate with Microsoft Office ProjectEasily publish and synchronize Microsoft Office Project files with a Microsoft Office

SharePoint environment

Easy Task ManagementCommunicate Responsibilities and Report Task Status in Real-time

Report on Status by Location

Report Center with SRS ReportsGenerated dynamic reports using SQL Reporting Server

• Increased Project Management Maturity at all levels of the organization

• Flexible Project Management solution that meets everyone project management maturity and requirements across the organization

• Deployed the EPM Workgroup solution to provide lightweight project management solutions for Sales, HR, and other departments

• Integrated the EPM Workgroup and the IT PMO Project Server 2007 environment for a single reporting source for executives

• Project Server 2007 was deployed to manage large IT PMO Programs

• Corporate was looking for a standard Project Management Solution

• Adoption challenges from other departments to use the IT PMO solution

Getting the Full Picture

Avery EPM Application Architecture

IT PMO & Large Programs Other Departments & Small Projects

Leveraging the Entire EPM Solution

Portfolio ManagementCentralize all project information in a single dashboard view

Program Status Reports - Excel

Executive Dashboard: Portfolio Summary - Excel

Executive Dashboard: Financial Summary – Excel

Other Quick Case Studies

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

Next steps for a Successful Deployment

EPM Business Strategy Workshop

Map business requirements to solution features

Provide implementation roadmap

Business case, ROI and TCO

Targeted SOW with fewer unknowns and variables

4-8 hours onsite with you to gather requirements

Present findings, recommendations and value briefing

Q&A

Call to Action

• Road show special

• 20% Off retail for EPM Workgroup

• Offer good through April 15, 2008

• Discount code: ROADSHOW08

• Contact mwilson@epmlive.com to schedule a live 1:1 demo to see how EPM Workgroup can work for you

• LMR Solutions provides a customer requirements session at no charge

• Map solutions and tools to customer specific needs