Download pdf - KNOWLEDGE TRANSFER OPTIMIZATION SUSTAINED RESULTS · KNOWLEDGE TRANSFER OPTIMIZATION SUSTAINED RESULTS ... •Online / In Person Training ... Microsoft PPM Scalability Lifecycle.vsd

©2013 Advisicon Inc. – “Helping your build a Project Management Culture“

KNOWLEDGE TRANSFER OPTIMIZATION SUSTAINED RESULTS

©2013 Advisicon Inc. – “Helping you build a Project Management Culture”

Tim Runcie, MCP, MCTS, V-TSP, PMP, MVP

Industry Professional

Technology PM Since 1990

Senior EPM Project / Portfolio Advisor

PMO Trainer & Consultant

Community Evangelist

Microsoft / Oracle Platforms

PMI / PMF

PMI Scheduling Community of Practice

Practicing Trade

Published Author / Consultant

Advisicon - President

MS Partner Channel(s) -- PAC


Who is Advisicon, Inc.

A Microsoft Gold Certified Enterprise

Project & Portfolio Management Partner

• Microsoft's highest partner ranking with competencies in:

• Project, Program & Portfolio Management

• Portals, SharePoint, Business Intelligence

• “Helping You Build a PM Culture”

• 20+ Years Teaching, Implementing PM Methods & Technology

• International, Published Authors, Consultants

https://intranet.advisicon.com:447/dept/salesandmarketing/University Logos/advisiconUniveristy.png


•Application Dev.

•BI / Reporting

•Workflows

•System Integration

•Custom WebParts

•Books / Training

Content

•Online Content

•Flowcharts

•Business Process

Mapping

•Project

Management

•Consulting

•Online / In Person

Training

•Custom Course Dev.

•Knowledge Transfer

Advisicon

University

Professional

Services

Advisicon

Products

Advisicon

Press


• Overview of our Growing Need for Solutions

• Technology Trends

• Relevance of Solution Needs to Pain Points

• The De-Evolution Solution Approach of Project Technology

• Key Concepts:

o Socialization

o Data Driven BI & Graphics

o Mobile, Agile, Lethile

• Demo’s

o Data Driven Visualization

o What’s New for Project Mangers

o Program to Portfolio Management

o Portfolio Selection Capabilities


Microsoft PPM Scalability Lifecycle.vsd

Video 1: Introduction to the Project Portfolio Management (PPM) Lifecycle

Video 2: Work and Capacity Planning

Video 3: Need for Consolidation and Project Metadata... Moving from Ad-Hoc to Projectized

http://download.microsoft.com/download/4/2/5/425FDBBA-5878-4D73-BB2E-2C7A02E4764F/Microsoft PPM Scalability Lifecycle.vsd

http://download.microsoft.com/download/4/2/5/425FDBBA-5878-4D73-BB2E-2C7A02E4764F/Microsoft PPM Scalability Lifecycle.vsd

http://www.microsoft.com/showcase/en/us/details/74a22df6-efa3-40a5-b078-b61edb1901c4

http://www.microsoft.com/showcase/en/us/details/74a22df6-efa3-40a5-b078-b61edb1901c4

http://www.microsoft.com/showcase/en/us/details/6e5f7ebc-607b-4f84-85ba-695bba428411

http://www.microsoft.com/showcase/en/us/details/6e5f7ebc-607b-4f84-85ba-695bba428411

http://www.microsoft.com/showcase/en/us/details/764cfa88-78c0-4d5e-a701-3712cbbc6391






https://pmi.adobeconnect.com/_a821822776/p7sfdymh6lg/?launcher=false&fcsContent=true&pbMode=normal

http://www.wiley.com/WileyCDA/WileyTitle/productCd-1118097394.html

http://scheduling.vc.pmi.org/Webinars/ViewWebinar.aspx?WebinarAction=View&WebinarExternalKey=79b175ac-c961-4c90-89ae-16dfabeda89c



Project Momentum – MS Project Statistics

• 20 million users • 1 copy sold every

20 seconds •10,000 Organizations • Industry leader in

analyst reports

• 100’s partners in

• 80 countries

1

20 20M 10K Industry Leader

100’s

80




Project Management Pains

• Establishing project goals

• Managing project scope

• Gaining management support

• Facilitate effective communication

• Defining clear responsibilities and accountabilities


Share

©2013 Advisicon Inc. – “Helping you build a Project Management Culture” ©2013 Advisicon Inc. – Helping you build a Project Management Culture

In the Cloud




Individual

Team

Choose the Right Tools that Can Evolve with You From individual project managers to an enterprise-grade solution, both on-premises and as a service

Complexity

Low Medium High

Workgroup

Collaboration

and

Reporting

Desktop application and the

PPM solution in the cloud Project

Managers

Project &

Portfolio

Management Enterprise


Microsoft Project Management Solution Spectrum

Advanced Team

Collaboration

Enterprise

Project & Portfolio

Management

Project Pro sync with SharePoint

Project Pro for Office365

Lo

w

Med

ium

H

igh

Level o

f P

roce

ss

Project Server

or Project Online (Built on SharePoint® Server)

Standard Team

Collaboration

Excel

Basic

Project

Management

Project Standard or Pro

Project reports in SharePoint or Office365

Low or No Collab Some Collab Lots of Collab Level of Collaboration

Advanced

Project

Management

Basic Team

Collaboration

SharePoint or Office365:

team site

task lists

libraries, lists, reporting

Project Standard or Pro

Some Tools Too Small, Some Tools Too Large SharePoint ~ Just Right


Ongoing investments

What a difference a decade makes

Desktop

application for

individual project

managers

Collaborative

team work

through Project

Central

Consolidated

solution for project

and portfolio

management Consistency with

Office and

integration with

SharePoint

Cloud solution for

project and portfolio

management


4G Capabilities

G G G G

Manage with Ease


©2013 Advisicon Inc. – Helping your build a Project Management Culture

Less Talking More Kissing…


Modeling & Reports




26

If you can’t say it simply, you simply don’t understand it.

Needed:

Simple reports that help the

end users

to understand past and future

project performance.


http://technet.microsoft.com/en-us/evalcenter/hh973399.aspx

http://technet.microsoft.com/en-us/evalcenter/hh973399.aspx (60




Online ODATA




Have More Questions or need a Onsite Demo?

Tim Runcie, MCP, MCTS, V-TSP, PMP, MVP President [email protected] 503-253-0331

Please Contact us


Knowlege

Transfer

Optimization Sustained

results

Advisicon - Blending Technology & Methodology


Appendix

33


Project Reporting & Integrated Solutions for your PMO / Automation Needs


Case Study - Integrating with External Systems (Project Connected to SAP)

Customer

http://www.microsoft.com/en-us/download/details.aspx?id=28723





Project Professional 2013 • Microsoft Project

helps to easily plan

projects and

collaborate with

others from virtually

anywhere.

• Stay organized and

keep projects on

track with the only

project

management

system designed to

work seamlessly

with other Microsoft

applications and

cloud services.


Business benefits for PMO roles

• Executives

• Make more data-driven decisions with

help of new reporting tools

• Stay in control of IT costs with flexible

purchase options through

subscription

• Ensure the long term value of IT

investments (scalability and future

compatibility)

• Project Managers

• Manage change better

• Improve communication in teams

• Stay in control of information

• Effectively report on project work

• Share and search information easily

• Team Members

• Get started easily

• Reduce stress on projects using tools

that help stay organized

• Find and access information through

familiar tools

• Stay productive from virtually

anywhere


Bind execution to strategy*

• Anticipate and adjust for change caused by uncertainty in projects with linked dependencies.

• Avoid costly over-allocations of resources shared across projects.

• Publish project schedules and updates to Project Online and Project Server

• Get the benefits of managing projects in Project Professional 2013 with the advantages of organization-wide visibility, collaboration, demand management

38

*Project Professional 2013/Project Pro for Office 365 connects to Project Server/Project Online and offers all the benefits of Project Portfolio Management Solution


Why Project Pro for Office 365

• Fast Start

• Get users up and running quickly with application streaming technology (click-to-run)

• Simplified IT

• Get automatic updates and work as Project on Demand (use a temporary copy of Project on any PC running Windows 7 or Windows 8)

• License per User

• Enable users to work from the computer of their choice, up to 5 PCs

• Rich integration with other services

• Benefit from integration with Office 365, such as Lync Online and SharePoint Online

• Flexible purchase plans

• Monthly* or annual payments, flexibility to sign up users for the duration that fits business needs

• *through Direct Channel only

Project Pro for Office 365, a service delivered through Office 365 = Project Professional 2013 + service benefits:


Top reasons to upgrade to Project Professional 2013

• Report effectively on project progress and success

• Powerful, out-of-the-box reporting tools

in Project delivered through a familiar

Excel-like experience

• Discover and share project information

• The social and search capabilities of SharePoint / Office 365 are

designed to help work with a project site and facilitate information

sharing and discussion

• Improve everyday collaboration

• With improved list

synchronization between

Project and SharePoint / Office

365, it is easier to deliver project

information, effectively track

status and receive changes

from virtually anywhere

• Enhance communication within project teams and across

• With new Lync integration,

team members can have real-

time conversations right

within Project

• Stay in control of project changes

• Enhanced tools for ‘what-if’ scenario planning help to see potential problems and make changes


Customer early feedback on 2013

• “When we are under time pressure to create and submit bids, it is much easier to quickly find what we need using Lync and SharePoint than wade through email messages”-

• Andres Lehr, Senior Project Manager, Bassier, Bergman and Kindler

• “We wanted to move to the latest version of Project for its new functionality. Specially, we wanted to make it easier to access data and promote a better interface for managing our resources” –

• Piotr Prussak, VP of Global Applications Development, Revlon

• “Reports are easy to access, customize, and publish, and the best thing is that they are ready within one click of the mouse” –

• Rafael Farias, Budget and Analyst, Interbras S/A

• “With SharePoint, you have a space where you can discuss a project and make announcements” –

• Dr. Buddendick, Head of Workspace Platform Services, Hilti Corporation

41


Introducing the new Project Easily collaborate with others to quickly start and deliver winning projects


Stay organized • Stay organized with

simple and

engaging ways to

get started, quickly

plan, and easily keep

projects on track.

Quickly access

recent files from

multiple locations

Search for more

templates on

Office.com

Get started

experience for

new users


Stay organized

See your plan right away with

the timeline.

Calendar date

extended to 2149

Consolidate multiple

projects into Master

project on SharePoint


Deliver projects successfully • Avoid costly

breakdowns in

teamwork with

effective ways see

and share the data

to team members

and executives.

Share and discuss progress

with others quickly.

Visual Reports - Easily create

modern looking reports to

share with your team.

Only available in Project

Professional 2013/Project

Pro for Office 365


Deliver projects successfully

Team Planner -

plan and manage

resources



Pro for Office 365


Improve everyday collaboration

• Effectively track

status, receive

changes and utilize

more out-of-the-

box features that

work seamlessly

with other Microsoft

applications to

improve team

collaboration.

Instant message real-time

conversations through

Lync integration

Project Site directly

from the Backstage

in Project



Pro for Office 365


Improve everyday collaboration

• Effectively track

status and receive

changes from

virtually anywhere

List synchronization

between SharePoint

and Project

Search SharePoint to find

the right information in

the right context.


Simplify IT

Find apps in the Office

Store or SharePoint Store.

Distribute or provide

access through a

corporate app catalog.


Simplify IT • Manage installation,

control service

updates, or adjust

settings with ease

and efficiency to

help you and your

team stay on top of

projects and

programs.

A straight forward sign-

up experience directly

from the web gets you

started quickly.

Project Online and Project

Pro for Office 365 offer

24/7 service and support.


Capability Project Standard Project ProfessionalProject Pro for

Office 365Project Server/CAL Project Online

Project Online with

Project Pro for

Office 365

Project scheduling & costing

SharePoint task sync

Lync presence

Project Server sync

Enterprise project management

Enterprise program management

Enterprise portfolio management

Enterprise Value

Group Policy

Volume Activation

Terminal Service

VDI

Subscription Value

Click to Run Deployment

Version Upgrades SA Only SA Only

Project on Demand

Transitions rights to Office 365 Updated EA Updated EA

License Type Perpetual per Device Perpetual per Device Subscription Per User Perpetual User/Device Subscription Per User Subscription Per User

Choose the right product for you


What is Microsoft PPM

• Select • Plan • Manage • Create

Demand

Management

Portfolio

Management

Work Planning

Resource Management

Collaboration &

Reporting

Time Management


Project version comparison


Project – 2003, 2007, 2010, 2013 comparison

Getting started -- engaging ways to get started and quickly plan projects 2003 2007 2010 2013 Pro for 365

Microsoft Fluent user interface, the Ribbon

Contextual right click menus

Online help

Zoom controls

Backstage™

Project templates

Identity management plus SkyDrive integration

Get started experience for new users

Stay organized -- a better way to stay organized and easily keep projects on track 2010 2013 Pro for 365

Custom fields

Enhanced copy/paste across Microsoft Office apps

Automatic scheduling

User-controlled/Manual scheduling

Top down summary tasks

Placeholder text in Project Fields

Active/Inactive Tasks

Multiple level undo

Budget planning

Manage non-working time

Gantt chart, calendar, and task sheet views

Network diagram view

Deadlines

Formulas and graphical indicators

Group and sort Project data

Filtering

Auto-complete

Add columns


Stay organized -- continued 2003 2007 2010 2013 Pro for 365

Change highlighting

Formulas and graphical indicators

Baseline rollup

Master projects on SharePoint

Cross-project Critical Path

Calendar date extended to 2149

Resource planning and management 2013 Pro for 365

Work, Generic, and Material Resources

Cost resources

Team resources

Team Planner

Resource sheet and usage views

Resource leveling

Resource substitution

Deliver projects successfully -- effective ways to see and share the

data you want to precent to team members and executives 2010 2013 Pro for 365

Timeline View

Reports

Visual Reports - Easily create modern looking reports to share with your team.

Compare project versions

Task inspector

Update progress

Task Path

PDF/XPS output


Improve everyday collaboration -- track status,

receive changes and utilize more out-of-the-box

features to improve team collaboration

2003 2007 2010 2013 Pro for 365

Presence with Lync - See at-a-glance if a team member's available,

call or IM them from directly within Project.*

Create a Project Site - Quickly create a Project Site directly from

the Backstage in Project.**

Task List Sync to SharePoint**

Publish Projects to Project Server/Online

Save a file to SharePoint**

Simplify IT -- helps you and your team stay on top of

projects and programs 2003 2007 2010 Pro for 365

Continuous data back-up***

Click-to-Run - Quickly install the most recent version of Project Pro

for Office 365 on your PC.

Project On Demand - Project Pro for Office 365 can instantly

stream the most up-to-date version of Project to different PCs

when you're on the go.

Office Store - Find apps in the Office Store to meet unique

business needs.

All Project Professional 2013 features included in Project Pro for Office 365


Hardware and software requirements

Microsoft Project Standard 2013, Project Professional 2013, and Project Pro for Office 365 system requirements

Computer and Processor 1 Ghz or greater x86/x64 Processor with SSE2 instruction set

Memory 1 GB RAM (32 Bit) / 2 GB RAM (64 Bit)

Hard disk 2.0 GB available

Operating System Windows 7, Windows 8, Windows Server 2008R2 or Windows Server 2012 with .Net 3.5 or greater

Graphics Graphics hardware acceleration requires DirectX10 graphics card

1024x576 minimum resolution

Browser Internet Explorer 8, 9, 10, Firefox 10.x+, Safari 5 (Mac), Chrome 17.x.

Other

Touch features require a touch enabled Windows 7 or Windows 8 PC

Certain functionality may require internet connectivity

Microsoft SharePoint Server 2010 or later, Microsoft SharePoint Online required for task synchronization

Lync required for presence notification


Hardware and software requirements

58

Project Server 2013 requires SharePoint Server 2013 and the Office SQL Server 2008 AMO objects.

Internet Explorer Internet Explorer 8, 9, 10, Firefox 10.x+, Safari 5 (Mac), Chrome 17.x. is required for a Project Server 2013 installation and for client

computers that will be using Project Web Access

Microsoft Excel Excel 2013, Excel 2010; Project Online: Excel 2013 only

SharePoint Server 2013 Edition

Project Server 2013 runs as a SharePoint Server 2013 service application. As such, SharePoint Server 2013 is a required prerequisite for

Project Server installation.

SQL Server SQL Server 2012 (64-bit), SQL Server 2008 R2 with Service Pack 1 (SP1) (64-bit)

Database Engine, Analysis Services, Management tools, Connectivity components, The SQL Server Agent service must be running.

To upgrade from a Project Server 2010 environment, Project Server 2013 does not support SQL Server 2005.

Windows Server Windows Server 2008 R2 SP1 (Standard Edition (64-bit), Enterprise Edition (64-bit), Datacenter Edition (64-bit))

Optional Exchange 2007 SP1 or later

Team Foundation Server 2010 for Application Lifecycle Management

More Information please go here for more information http://technet.microsoft.com/en-us/library/ee683978(v=office.15)


Using the Offer • Prioritize customers who have Project Standard on SA

• Start with the Project Overview deck to show the value of the release

• Ask Microsoft about the opportunity to convert old licenses to SA

• Continue to position Project Standard, Project Professional, Project Server on Enterprise

Agreements as the best solution for larger customers.

Project Professional 2013 is Microsoft’s best project management

application in the market place

Terms and Conditions • 15% discount of Step Up SKU’s

• Duration 12/1/2012 to 6/30/2013

• Offered to Enterprise, Enterprise Subscription, USG, Select Local, Select Plus, Open Value

and Open Value Subscription customers

• Available worldwide

• Visible on pricelist (with exception to Enterprise, Enterprise Subscription, USG Enterprise

Company Wide (CUS) offerings, which are lead status)

Schedule a call today with your accounts and discuss - • The value of the new Project 2013 release

• The great features of Microsoft Project Professional 2013

• How your investment in software assurance can help you get to Project Professional at a great price.

• How you can transition Project Professional to the cloud in Office 365

Additional program details available here - www.microsoft.com/licensing

Project Step Up Offer 15% Discount on Step Up to Project Professional for Project Standard under SA

http://www.microsoft.com/licensing


Using the Offer • Prioritize customers who have Project Server and ECAL Suite, alternatively those with

high SharePoint Enterprise CAL holdings

• Start with the Project Overview deck to show the value of the release

• Continue to position Project Standard, Project Professional, Project Server on Enterprise

Agreements as the best solution for larger customers.

Project Server 2013, provides unified project and portfolio management to help organizations prioritize investments, align resources and execute projects efficiently and effectively

Terms and Conditions • 55% discount on License/Software Assurance (LSA) SKUs if purchased companywide

• Offered to Enterprise, Enterprise Subscription and USG customers

• Available worldwide

• Visible on pricelist (with exception to Enterprise, Enterprise Subscription, USG Enterprise Company Wide (CUS)

offerings, which are lead status)

• Duration 12/1/2012 to 6/30/2013

• Requested the creation of a Price Differentiator of “Company Wide Promo” to be included in the SKU description

Schedule a call today with your accounts and discuss - • The value of the new Project 2013 release

• The great features of Microsoft Project Server 2013

• The potential enterprise scenarios applicable to using Project Server

• Optionally how your current investment in Project Server & ECAL Suite can be amplified with this offer.

• How you can transition Project Server to the cloud in Office 365

Additional program details available here - www.microsoft.com/licensing

Project Server CAL Companywide Offer 55% Discount on Project Server CAL if purchased companywide

http://www.microsoft.com/licensing


Project Server – technical & license dependencies for 2013


Project Server version compatibility matrix

Project Desktop and Project Server

Project Server

2007

Project Server 2010 Project Server 2013 &

Project Online

Project Professional 2013, Project Pro

for Office 365 Not Supported Not Supported Full connectivity

Project Professional 2010 Not Supported Full connectivity Not Supported

Project Professional 2007 Full connectivity Connectivity to Server in BCM*

(Project Professional 2007 SP2 required) Not Supported

Installation Requirement Will coexist on the same

farm with

Will NOT work with

Project Server 2013 SharePoint Server 2013 Enterprise SharePoint Server 2013 Enterprise SharePoint Foundation 2010

Project Server 2010 SharePoint Server 2010 Enterprise SharePoint Server 2010 Enterprise Office SharePoint Server 2007

Project Server and SharePoint Server


Upgrade now - support for Project 2003 is ending It’s time to upgrade—don't wait until the end of support for Project 2003 to get the new Project of your choice (on-premises or in the cloud)

Security Risk

Compliance Risk

Compatibility Issues

Lack of Ongoing Updates

Complete support, including key security updates to keep

you fully compliant

Non-security hot fixes

Assisted-support options

Technical content updates

Updated Project tools to help you increase productivity and drive revenue