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Bo Linde Solution Specialist EPM/PPM 21 augusti 20141.

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En presentation över ämnet: "Bo Linde Solution Specialist EPM/PPM 21 augusti 20141."— Presentationens avskrift:

1 Bo Linde Solution Specialist EPM/PPM 21 augusti 20141

2 Agenda  Intro  Enterprise Project Management  Project Server  Portfolio Server  Summering  Några bensträckare 21 augusti 20142

3 En komplett lösning för organisationer… Plattform 21 augusti 20143

4 En komplett lösning för organisationer… Rapportera tid RapporteringResursplanering Data Warehouse Arbetsflöde Notifieringar AktiviteterSchemaläggning Budgetering Plattform Tjänster Funktioner 21 augusti 20144

5 En komplett lösning för organisationer… Rapportera tid RapporteringResursplanering Data Warehouse Arbetsflöde Notifieringar AktiviteterSchemaläggning Budgetering Project Portfolio Server Funktioner Portfölj val Portfölj Govern. Kapacitets plan Plattform Tjänster Funktioner 21 augusti 20145

6 En komplett lösning för organisationer… Rapportera tid RapporteringResursplanering Data Warehouse Arbetsflöde Notifieringar AktiviteterSchemaläggning Budgetering Project Portfolio Server Funktioner Portfölj val Portfölj Govern. Kapacitets plan LOB: ERP CRM Plattform Desktop Tjänster Funktioner 21 augusti 20146

7 Enterprise Project Management är inte “bara” teknik/plattform Processer Organisation Människor Projektplanering Mognad Projektplanering Stöd Enterprise Project Management 21 augusti 2014  Nätverk av erfarenheter  Portfölj- hantering  Projektkontors- planering  Utbildning  Bemanning  Forskning  Kommunicera  Traditioner  Strategiskt Projektkontor  PL Governance  Roller 7

8 Traditionell projekthantering Projekt- medlemmar Beställare/ Projektkontor Projektledare Project file (.mpp) Excel file (.xls) Project file (.mpp) Excel file (.xls) 21 augusti 20148

9 Ledning Planering Enterprise Project Management 21 augusti 2014  Program  Portfölj  “Kontrakt”  Kommunicera  Rapporter  Strategier  Nyckeltal  Resursut- nyttjande  Affärsområde Resurs  Resursbokning  Beläggning  Uppdrag  Optimering 9 Projektledare

10 21 augusti

11 21 augusti Project Portfolio Management Följer affärs- målsättning Integrerat ramverk Ledningssystem i realtid Portfölj hantering Investerings-, resurs- och prioriteringsbeslut Integrerad Portfölj av pågående projekt Gemensam, repeterbar projekt lverans Projektkontor / Företagsresurser Företags- strategi Program och initiativ Projekt Projekt hantering

12 21 augusti Stages of Excellence Basic World-Class PPM Maturity Stages Value to Organization Ad hoc No Portfolio Inventory or Process -“Just Do It/FIFO” -Success is random -Poor transparency Project Inventory Processes are defined & documented, and most projects are aligned to Business Driver All projects are consistently captured in a project inventory Project Portfolio Portfolio analysis is repeatable, predictable, and consistently used to evaluate and optimize project portfolio selection Portfolio Management teams are able to understand, analyze, & recommend optimal portfolio bundles and schedules to technology and business partners Cross Portfolio PPM is adopted and used consistently across multiple organizations and portfolios Portfolio Analysts can compare and leverage portfolio analysis information across multiple departments Consistent measures enable cross portfolio analysis, selection, planning and management that supports predictive modeling and internal / external benchmarking Enterprise PPM is optimized across the enterprise with a focus on continuous risk mitigation and value creation Project portfolio performance and risk data is understood and can be compared at the individual, cross-LOB, and enterprise levels Senior leadership is able to leverage PPM analysis when allocating funds to various portfolios Ability to measure and benchmark entire portfolio lifecycle Portfolio Value = Value Potential x Ability to Realize Crawl Walk Run Success Comes With Iteration & Increasing Sophistication

13 Integration with Office Servers and Services  Visual Reports take advantage of Visio Professional and Excel  Wizard reporting into Word, Microsoft Office PowerPoint ®, and Excel  Event Model supports Windows Workflow Foundation  Project Server Interface API  Requires Microsoft Windows Server ™ and Microsoft SQL Server

14 Integration with Windows SharePoint Services  Project Web Access uses Windows SharePoint Services V3 as its platform  Project uses Windows SharePoint Services functions for managing issues, risks, and documents  Project Web Access imports Windows SharePoint Services Project Task Lists

15 Infrastructure Changes  New requirements  Microsoft.NET Framework 2.0  Windows SharePoint Services V3  Windows Workflow Foundation (optional)  System requirements remain  SQL Server 2000 SP3+  SQL Analysis Services  SQL Reporting Services  Windows Server 2003  Internet Information Services 6.0

16 Enklare att komma igång Cell formattering i bakgrunden TaskDrivers 21 augusti 2014

17 Kommunicera rapporter 21 augusti 2014

18 Program 21 augusti

19 Kostnadsuppföljning Top down budgets Financial analytics 21 augusti

20 Commitments Publish a list of commitments Set dependencies based on commitments 21 augusti

21 Metod för att boka resurser Resursplaner i PWA För grov projektplanering Kan användas för initiering av projekt eller för projekt som inte kräver detaljerad schemaläggning. Kan användas för att visa “budgeterad” resurskrav Tid “tas” ifrån tillgänglighet utan att kopplas till projekt aktivitet 21 augusti

22 Hantera tid 21 augusti

23 Projektsamarbete Prototype only 21 augusti

24 Händelsestyrt via arbetsflöden 21 augusti

25 Workflow Authoring Tools FrontPage (Web Designer) Activities Re-use OOB/deployed activities Forms Autogenerated Forms -InfoPath -ASPX Deployment Workflow authored live against server Runtime compilation Development Model Wizard-based workflow designer Visual Studio (Pro-Dev) Activities Re-use OOB/deployed activities Can author new activities Forms Designed Forms -InfoPath -ASPX Deployment Solutions package generated Box administrator installable Development Model Visual workflow designer 21 augusti

26 Project Server Gateway

27 21 augusti MS Project Server Integration Synchronising Project Update with Portfolio Analysis Note: Workflow is configurable and customizable per client specification. Portfolio Server Microsoft Project Server UMT Portfolio Manager™ and MS Project Server integration points:  Project ideas are entered and analyzed before being selected in the UMT Portfolio Manager and exported to MS Project Server to enable detailed project planning (e.g., task level).  Detailed project plans can be synchronized with the projects in UMT Portfolio Manager in terms of schedule data (i.e. at the phase and milestone level only) and resource data (i.e. by competency or skill type)  Resource availability data can be uploaded to the UMT Portfolio Manager from the MS Project Server, and used for scheduling analysis  UMT’s Microsoft Gateway can be used on a periodic basis to synchronize Baseline, Actual & Forecast data with UMT Portfolio Manager for portfolio reporting and portfolio re-prioritization and optimization. UMT Portfolio Manager™ and MS Project Server integration points:  Project ideas are entered and analyzed before being selected in the UMT Portfolio Manager and exported to MS Project Server to enable detailed project planning (e.g., task level).  Detailed project plans can be synchronized with the projects in UMT Portfolio Manager in terms of schedule data (i.e. at the phase and milestone level only) and resource data (i.e. by competency or skill type)  Resource availability data can be uploaded to the UMT Portfolio Manager from the MS Project Server, and used for scheduling analysis  UMT’s Microsoft Gateway can be used on a periodic basis to synchronize Baseline, Actual & Forecast data with UMT Portfolio Manager for portfolio reporting and portfolio re-prioritization and optimization.

28 Frågor? 21 augusti


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