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Bo Linde Solution Specialist EPM Microsoft AB Portfolio Server.

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En presentation över ämnet: "Bo Linde Solution Specialist EPM Microsoft AB Portfolio Server."— Presentationens avskrift:

1 Bo Linde Solution Specialist EPM Microsoft AB Portfolio Server

2 Enterprise Project Management

3 Vad löser Portfolio Server (PPM) PPM svarar på följande frågeställningar: Har vi valt rätt investeringar? Passar investeringarna de strategiska mål vi har? Har vi tillräckligt med resurser för att kunna leverera valda investeringar? Kommer investeringarna att levereras i tid och inom budget? Kommer mina investeringar att dra nytta av de mål jag har ?     

4 UMT Portfolio Manager™ rankades som marknadsledare inom kategorin av META Group i maj 2004 – Portfolio Management Tools METAspectrum™ Report Varför uppköp av UMT Utökar vår EPM lösning mot strategiska mål

5 UMT varit med länge UMT bildades 1989 UMT har implementerat PPM hos ett 50-tal kunder bland Fortune 500 företag. Microsoft har köpt programvaran och UMT Consulting Services finns fortfarande kvar som ett eget företag, har kontor i New York och London

6 Project Portfolio Management Följeraffärs-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

7 En komplett lösning för organisationer… Tidkort RapporteringResursplanering Data Warehouse Säkerhet Notifieringar AktiviteterSchemaläggning Budgetering Project Portfolio Server Funktioner Portfölj val Portfölj Govern. Kapacitets plan LOB: ERP CRM Plattform Desktop Tjänster Funktioner

8 Stöd för projekt! Portfölj rapportering “Benefits Realization” Projekthantering Projektplanering Kostnadshantering Resurshantering Tidrapportering Change Management Risker Frågeställning Statusrapporter Portföljhantering, Process definition Governance Prognostisering Prioritering / Validering Portfölj Optimering Avancerad Portfölj Analys Kapacitets planering  Skapa planer  Allokera resurser  Underhåll planer & milstolpar  Skapa planer  Allokera resurser  Underhåll planer & milstolpar  Se projektstatus  Godkänna resurser  Rapportera tid & framsteg  Se projektstatus  Godkänna resurser  Rapportera tid & framsteg Projektledare Ledning Resurs- ansvariga Team Ledning Projekt kontor Projekt ledare

9 Fördelar med Portfolio Management : Fördelar Skapa en gemensam valuta för att jämföra investeringar och få ett bättre beslutsunderlag Säkerställ att beslut görs med korrekt data, inte politik eller de som “skriker mest” Reducera beslutsprocessen Förstå vilka som är de strategiska projekten Skapa “What-if” scenarier och andra detaljerade scenarion analyser Specific Examples “..we saved $5 to 10mm (out of a budget of £50mm) in the first year alone, on projects that would have gone through automatically before” – Paul Bateman, Director of Enterprise Governance, Axa Financial “UMT’s solution led our Senior Executive Team to increase the 2004 budget to allow additional projects to be funded, based on their proven strategic value” – Frank LaRocca, CIO Keyspan Energy “Capable of solving exceptional business problems” – MIT Sloan Review, May 2004

10 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 Moving Up The Portfolio Maturity Curve

11 Applikation analys & Förnyade strategier Applikations, Operativt & underhåll Applikations Portfölj hantering Portfölj Validering & urval Portfölj beslut Projekt Portfölj hantinering Nya projekt förfrågningar Nya / förbättrade applikationer Affärsstrategi IT Strategi Nuvarande investeringar Nya investeringar Applikations- och projekt portfölj Portfolio Mgmt: Synergies Between APM & PPM

12 Application Portfolio Management Metod UMT’s APM Metodik Skapa applikations inventering Utveckla arkitekt karta Definiera bedömningsattribut Identifiera appplikationsberoenden Definiera applikationsportfölj Beslutsunderlag Integreras med existerande system Objektiv överblick på samtliga applikationer Matrisanalyser ger möjlighet att snabbt koppla applikationers relationer med andra enheter Komplexa och olika applikations portföljer kan överblickas Rapport möljligheter Förenklar beslutsprocess Portfolio Optimizer fördelar

13 SkapaUrvalPlaneraHantera Portfölj prioritering och optimering

14 Portfolio Server Arkitektur

15 Pre-defined workflows ensure the projects are subjected to the appropriate governance controls throughout their lifecycle (i.e. proposal to post-implementation). Capture all project requests within a central repository and define business case templates to standardize the data collection across the organization. Portfolio Builder Skapa: Business Case Development Ta in projekt förfrågningar/ideer 1 2 Governance Workflow

16 “Business Driver” Prioritering The Pairwise Comparison is a proven technique for deriving relative priorities or weights for Business Drivers through performing one-to-one comparisons. Indicates relative importance of Driver A vs. Driver B (row vs. column) The same stakeholders who defined the Business Drivers should prioritize them. This ensures consistent understanding and better buy-in to the priority assessment conclusions. Steps to Success: Assess Divergence of Opinion: Each Stakeholder involved in the Business Driver Definition should prioritize the drivers independently Build Consensus: Invite all stakeholders to a Prioritization Workshop and collaboratively complete the Pairwise Comparison Matrix. Encourage the group to openly discuss the importance of each Business Driver pairing for the upcoming planning period. Compares the relative importance of Driver B vs. Driver C (row to column)

17 Portfolio Optimizer Urval: Portfölj prioritering Use proven techniques to define and prioritize business drivers Derive a priority score to evaluate each project request (i.e. Strategic Value, Financial Value, Risk) Prioritera “Business Drivers” Proiritera projekt 3 Assess the impact of each project request against the prioritized business drivers Strategi översikt Business Drivers Projects 4 5 Analyze the project portfolio before attempting to make funding decisions 6 Kostnad L - Priority - H Investeringskarta

18 7 9 8 Utilize sophisticated optimization algorithms to maximize the portfolio’s strategic value under varying budget constraints (i.e. cost, resource etc.) ‘What If’ analyser “Efficient Frontier” Modulering Affärsmål Portfolio Optimizer Urval: Portfölj optimering och analyserytics Benchmark the selected portfolio against the Efficient Frontier Calculate and communicate the selected portfolio’s alignment with the organization’s strategic priorities

19 11 Identify resource surpluses and deficits across the planning horizon and maximize resource utilization by proactively scheduling the project portfolio to best fit the available resources. Create real-time project and portfolio performance scorecards to ensure Executives and PMO’s gain visibility, insight and control across project portfolios within the organization. Portfolio Dashboard Portfolio Planner & Dashboard Hantering: Uppföljning av portföljen Resursplanering 10

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29 MS Project Server Integration Note: Workflow is configurable and customizable per client specification. UMT Portfolio Manager 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.

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31 Copyright © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.


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