Portfolio Server Bo Linde Solution Specialist EPM Microsoft AB © 2006 Microsoft Corporation

Enterprise Project Management Simply put, here’s how it works: The business community consists of all stakeholders that are affected by the projects of the business. EPM allows you to view the enterprise portfolio of projects and provides you with the tools to perform critical business operations of PPM, resource mgmt, project management, and collaboration tying these in to all projects. Projects are linked to business strategy, and Project is at the foundation, supporting these activities…and your business community.

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 ?    

Varför uppköp av UMT Utökar vår EPM lösning mot strategiska mål UMT Portfolio Manager™ rankades som marknadsledare inom kategorin av META Group i maj 2004 – Portfolio Management Tools METAspectrum™ Report © 2006 Microsoft Corporation

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

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

En komplett lösning för organisationer… Desktop LOB: ERP CRM Project Portfolio Server Tjänster Funktioner Funktioner Schemaläggning Aktiviteter Tidkort Portfölj Govern. Resursplanering Notifieringar Rapportering Portfölj val Data Warehouse Budgetering Säkerhet Kapacitets plan Plattform © 2006 Microsoft Corporation

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

Fördelar med Portfolio Management : 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

Portfolio Value = Value Potential x Ability to Realize Success Comes With Iteration & Increasing Sophistication Moving Up The Portfolio Maturity Curve 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 PPM Maturity Stages 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 Portfolio Value = Value Potential x Ability to Realize 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 Value to Organization Project Inventory Processes are defined & documented, and most projects are aligned to Business Driver All projects are consistently captured in a project inventory Ad hoc No Portfolio Inventory or Process -“Just Do It/FIFO” -Success is random -Poor transparency Stages of Excellence Basic World-Class Crawl Walk Run

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

Application Portfolio Management Metod UMT’s APM Metodik Portfolio Optimizer fördelar 1 Skapa applikations inventering 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 2 Utveckla arkitekt karta 3 Definiera bedömningsattribut 4 Identifiera appplikationsberoenden 5 Definiera applikationsportfölj 6 Beslutsunderlag

Portfölj prioritering och optimering Skapa Urval Planera Hantera

Portfolio Server Arkitektur

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

“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) Compares the relative importance of Driver B vs. Driver C (row to column) 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. The same stakeholders who defined the Business Drivers should prioritize them. This ensures consistent understanding and better buy-in to the priority assessment conclusions.

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

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

Portfolio Planner & Dashboard Hantering: Uppföljning av portföljen 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. 10 Resursplanering 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. 11 Portfolio Dashboard

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

Frågor © 2006 Microsoft Corporation

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