Project Portfolio Management

Project Portfolio Management

Capability Discussion Presentation

Engagement Approach

Audience

Solution road map

Solution areas Industry Horizontal

Business strategy

Integrated Capability Analysis => Projects, architecture, products

1. Present relevant integrated capabilities

2. Position the Integrated Enterprise Platform approach

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1. Understand business needs and priorities

2. Discuss range of potential solution capabilities

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AgendaAgenda

Recap Business Discussions

Integrated Enterprise Platform Approach

Summary and Next Steps

Needed Integrated Capabilities

Business Driver

Phase 1 Phase 2 Phase 3

ALIGN INVESTMENTS WITH BUSINESS STRATEGY

Communicate business strategy effectively by using diagrams, charts, and written descriptions, and then collect, update, and manage initiative requests and related information via common productivity tools and business drawing tools, and then storing information in centralized and categorized librariesCollect project investment requests and establish a system to rank and assess them via a centralized managed list or spreadsheet toolProve investment worth by defending investment positioning via spreadsheet or list-based models that use objective formulas for scoring

Collect and objectively prioritize business drivers, and then drive consensus among executives via a business driver collection tool and a pair-wise comparison matrixIdentify and select project investment requests by scoring that is aligned with business drivers via a Web-based portfolio inventory toolSelect investments based on rational decisions rather than emotions via structured portfolio optimization analysis, by using what-if scenarios to identify tradeoffs and select the optimal portfolio under varying budgetary and business constraints

Provide organizational control and action according to business strategy via a portfolio management system that prioritizes initiatives for the upcoming planning period; uses the Business Alignment Framework to optimize budgets and recommend portfolios; employs sophisticated optimization algorithms to determine the optimal project or program portfolio under varying budget and business constraints; and uses advanced portfolio analytical techniquesEnable a rationalized approach to choose which investments have the highest return and alignment to business strategy via investment maps to effectively evaluate competing investments from multiple perspectives, by using methodologies such as the Business Alignment Framework to optimize budgets and recommend portfolios; and sophisticated optimization algorithms to determine the optimal project or program portfolio under varying budget and business constraintsEnhance the business value of the portfolio, to ensure that the mix of investments aligns to established business strategy via performing advanced portfolio optimization analysis such as Efficient Frontier modeling, to identify and break constraints and gain more business value from the portfolio; providing enterprise-wide integration across various project repositories; and transferring information about the scoring of business initiatives to ERP systems

MEASURE CORPORATE PERFORMANCE

Report corporate effectiveness or failure via project reports that are created from standardized templates in common productivity applications, and are stored in centralized locationsGet early performance information regarding projects via on-demand time-phased reports, charts and health indicators, and status reports that are created in common productivity applicationsIdentify and collect information about project risks and issues via managed-list repositories or automated surveys that capture data specific to the risk

Make KPIs and underlying performance data available organization-wide via integration from across various project repositories for a consolidated view of information regarding the scoring of business initiativesMake better decisions by standardizing work effort reporting via customized reports that show metrics such as progress and track actuals by percentage of work complete, actual work done, and work remaining; and that show budget vs. forecast built from multi-dimensional "cubes" from the databaseIdentify and fix problems at a project level by using risk mitigation via a Web-based risk management tool that associates risks and issues with tasks and projects, so that teams can collaborate on specifying probability and impact, assigning ownership, and tracking progress to manage risk more efficiently

Automate action on trends, alerts, and performance via portfolio dashboards and scorecards that show the contribution of the portfolio, for decision-making through trend and performance analysisTransmit work effort to LOB and financial systems, pull metrics from financial systems, and combine the results in a comprehensive corporate reporting portal via integration packages that feed to and from project databases and push information into business intelligence portals and reporting applicationsBuild tools to support a comprehensive risk management program via risk dashboards that use heat maps to provide real-time data to identify risks, and workflow-based approaches to manage and aggregate risk, including change and approval processes for risk visibility, documentation, and mitigation

Integrated Capability Support for Priority Business Capabilities

Note to presenter: This is a template.Prune, add, and prioritize per BDM and TDM feedback.Ensure consistency with the “Business Discussion Guide” and the “Capability Discussion Guide”.

Business Driver


MANAGE THE COSTS OF PROJECTS AND PROGRAMS

Measure financial performance per project via spreadsheet-based reporting and analysis for measuring performance

Maintain a list of projects that is distributed to executives across the organization via a centralized managed-list repository, table, or spreadsheet to show the top-line status of projects

Track organization-wide budget performance via desktop spreadsheets that are stored in a centralized location

Track financial performance consistently across all projects and initiatives via server-enforced data entry rules in the project management system and enterprise-wide reporting dashboards to show actuals vs. forecasts

Eliminate duplicate work effort by making work performed and the results more visible via enterprise search that uses standardized keywords and portfolio views to show all current and proposed work and via graphical representations of project portfolios and initiative work

Select investments based on prioritized business value and budget via a portfolio selection system that uses a pair-wise comparison tool to objectively assign value to business drivers, provides cost-sensitive resource allocation based on business initiatives, and prioritizes initiatives for the upcoming planning period

Ensure that project financial data automatically flows into and from financial systems via a real-time integration framework that is built on standard Web services to enable connectivity, data access, and event handling between the project management system and other applications with a bi-directional feed to general ledger systems, to compare corporate accounting to project accounting

Reduce effort on low-value projects and programs via reports and scorecards for ratio analysis of cost (spend) and benefits; tracking portfolio return on investment (ROI); dynamic assessment of the impact on the project or program portfolio; monitoring the performance of each investment to ensure realization of forecasted benefits; and ongoing alignment and portfolio optimization to enable selection of the right programs and to halt existing programs which allows pending programs to begin

Plan demand-management scenarios and make informed decisions about outsourcing via a portfolio management system that uses an efficient frontier analysis to identify and break constraints that prohibit achievement of an optimal portfolio; employs sophisticated optimization algorithms to determine the optimal project or program portfolio under varying budget and business constraints; and uses advanced portfolio analysis techniques



Business Driver


OPTIMIZE RESOURCE ALLOCATION ACROSS THE ORGANIZATION

Assess capacity vs. demand on a skill level via spreadsheets or managed-list repositories to collect skill-set data

Assign resources as they're needed without formal processes via spreadsheets or project-oriented views of managed lists

Track resource performance per project manually via e-mail collaboration by enabling project managers and team members to send and receive task status information

Find the right people based on matching their skills, identify optimal project start dates, and assess when to delay projects via an enterprise project management system that centrally stores all resource information including assignments, usage, availability, and skills across the organization; and then selects resources from the enterprise resource database based on criteria such as availability, skills, and location

Select the right resource based on skill set and availability, make resource assignments centrally visible, and communicate effectively with resources via an enterprise project management tool that sends task reminders through e-mail; centrally stores all resource information including assignments, usage, availability, and skills; defines custom report templates; allows for online task delegation from leads to team members or peer-to-peer as needed through a Web-based portal; and offers customizable dashboards for resource allocation and availability

Automate resource tracking via an enterprise project management tool resource center that helps managers understand the impact of assigning a resource and gain control when they level resources; uses customizable time sheets to accommodate different organizational structures and processes; publishes assignment information on enterprise portals; allows team members to enter time reports directly from their e-mail client; and uses customizable report templates to communicate resource information

Understand organizational capabilities across work management scenarios, make headcount and outsourcing decisions, and normalize capabilities decisions from multiple sources via integration with an enterprise project management system that loads data to and from HR systems to perform a strategic capabilities analysis

Make smart scheduling decisions about the planning horizon based on forecasted projects and programs via a portfolio management tool that offers cost-sensitive resource allocation based on business initiatives, and consolidates all investments in a central repository to help ensure that executives gain visibility, insight, and control across the entire portfolio, as they assess the capabilities of future work

Plan demand-management scenarios and make informed decisions about outsourcing via an enterprise project management tool resource center that builds custom reports to show resource allocation, so managers can assess the resource needs of the organization



Business Driver


MAXIMIZE PRODUCTIVITY OF INDIVIDUALS WORKING ON PROJECTS

Increase worker productivity and the consistency of deliverables via custom templates in desktop productivity tools that support project execution; and then store deliverables in centralized locations

Enable project teams to understand a basic schedule and deadlines for work assignments via a project management tool or a managed list with a project-oriented view to create project plans and communicate easily with team members and other stakeholders

Collectively create, find, and store project artifacts in real time via project-specific Web-based portals that have an integrated portfolio of collaboration and communication services to connect with employees information, processes, and systems; to create, collect, update, and manage relevant resources in categorized libraries; and to integrate project data into enterprise-wide search results based on common metadata to make managed work more visible

Ensure that project schedules and deadlines are enforced via an enterprise project management tool with customizable time sheets; custom report templates and project views to monitor planned vs. actual schedules and the achievement of project milestones; collaborative publishing of assignment and status information on enterprise portals, including the communication of scheduling issues; and collection of actual work effort reports through Web-based or e-mail-based forms

Improve cross-team collaboration via making reports and data available through Web-based dashboards and shared workflow; searching for subject matter experts across the company and partners based on expertise and roles; and using development tools that support a consistent and compliant application life cycle that enables asset reuse

Provide a single interface to enter time information, and automatically post employee work data in billing systems via integration with an enterprise project management tool that collects data from various project repositories to offer a consolidated view, and provides customizable timesheets that gather billing and project information from various data sources



Agenda





IT Business

Today Future

Dynamic business agilityand low TCO

Optimizing Finance Operations

Multiple Enterprise Solutions

Point solutions

Siloed, disconnectedtechnology

investments

High TCO | Low agility

Sales Effectiveness

Improving Customer Service

Integrated capabilities

Why the Integrated Enterprise Platform Approach?

Supporting Microsoft Technologies

Client Capabilities

Business Solutions

Solution Areas

Infrastructure Capability Integration

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Infrastructure Optimization Models


Business Productivity Infrastructure Optimization Model

Collaboration

Messaging

Unified Communications

Content Creation and Management

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Application Platform Optimization Model

BI and Analytics Platform

Database and LOB Platform

Custom Development

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Core Infrastructure Optimization Model

Datacenter Management and Virtualization

Device Deployment and Management

Identity and Security Services

IT Process and Compliance

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Business Solutions

Solution Areas


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Collaboration

Messaging



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Custom Development

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Client Capabilities

Relationships Between Integrated Capabilities

Business Solutions

Solution Areas


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Collaboration

Messaging



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Custom Development

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Application Platform Optimization

Integrated Enterprise Platform

Client Capabilities

Business Productivity Infrastructure Optimization

Core Infrastructure Optimization

Each capability has four levels of maturity:

BasicStandardizedRationalizedDynamic

What are these used for?Profiling integrated capabilities, leading to model common capabilitiesUnderstanding dependenciesPlanning advancement in services provided to lead to enterprise-class capabilities

Optimization Model Capability Maturity Levels




Collaboration

Messaging


Content Creation and ManagementD

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Custom Development

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Multiple Solutions, One PlatformUse integrated capabilities for all of your business needs

Application Platform Optimization

Business Productivity Infrastructure Optimization

Core Infrastructure Optimization

Application Platform

OptimizationBusiness Productivity

Infrastructure

OptimizationCore Infrastructure

Optimization

Align investments

with business strategy

Measure corporate

performance

Manage the costs of

projects and programs

Optimize resource allocation across the

organization

Maximize productivity of

individuals working on

projects



Infrastructure


Optimization

Operations

Human Resources SalesFinance

Multiple Solutions, One PlatformUse integrated capabilities for all of your business needs



Infrastructure


Optimization

Business Benefits IT Benefits

FamiliarityHigh user familiarityFaster adoption rateLower time to value

AgilityFast, efficient deploymentGreater integration

RobustnessConsistent featuresData integrationProcess integration

ScalablePerformance and reliabilitySecuritySupport skills and processes

Lower TCOCommon support skills and processesLower integration costsLow cost software

SustainableContinuity and long-term viability

Value of Integrated Capabilities from Microsoft

Agenda





IT Challenge: Align with Business Goals

IT Strategy and Business

Alignment

OperationsManagement

InnovationEnablement

Business Strategy and

Goals

Cost center More efficient cost center

Business enabler Strategic asset

Time

Valu

eOptimizing the Integrated Enterprise Platform

Sophistication of the SolutionALIGN INVESTMENTS WITH BUSINESS STRATEGY

MAXIMIZE PRODUCTIVITY OF INDIVIDUALS WORKING ON PROJECTS

OPTIMIZE RESOURCE ALLOCATION ACROSS THE ORGANIZATION

MANAGE THE COSTS OF PROJECTS AND

PROGRAMS

MEASURE CORPORATE

PERFORMANCE

Phase 1

Provides basic support for the most critical elements of the business driver

Phase 2

Provides adequate, typical support for critical and priority elements of the business driver

Phase 3

Provides thorough, streamlined support for the business driver that enables differentiated levels of performance

B S R D

Datacenter Mgt and

Virtualization

Data Center Mgt & Virtualization

The organization actively uses virtualization to consolidate resources for production workloads. Some Production server resources are virtualized. A virtualized server pool is offered as a service. Performance monitoring of physical and virtual hardware with defined SLAs; health monitoring of applications; supported across heterogeneous environments with manual remediation. Services are available during server failure (e.g. server clustering, hot spares, and/or virtualization recovery solution).

Server Security Malware protection is centrally managed across server operating systems within organizations, including the host firewall. Protection for select mainstream/non-custom applications and services (such as e-mail, collaboration and portal applications, instant messaging), if available, is centrally managed. Multiple disparate configurations of products are used for firewall, IPS, Web security, gateway anti-virus, and URL filtering.

Networking Redundant Domain Name System servers exist to provide fault tolerance. Dynamic Host Configuration Protocol servers are network-aware and with support for auto configuration. IPv4 for main transport services, using IPv6 for some transport services (eg. to achieve larger address range).

Storage Critical data is backed up on a schedule across the enterprise; backup copies are stored offsite, with fully tested recovery or failover based on service-level agreements.

Device Deployment and

Management

Device Mgt & Virtualization

An image library and deployment process are in place for operating systems and/or applications. Users back up critical data locally according to corporate policy and by using the tool provided; when it is necessary, user state can be abstracted from the operating system image (such as for a session, virtual desktop infrastructure, or roaming profile). Software distribution to local and geographically dispersed users is automated. System and security updates are distributed and installed automatically for desktop systems.

Device Security Protection against malware is centrally managed for desktop systems and laptops and includes a host firewall; non-PC devices are managed and protected through a separate process.

Identity &

Security

Services

Identity & Access

To control access, simple provisioning and de-provisioning exists for user accounts, mailboxes, certificates or other multi-factor authentication methods, and machines; access control is role-based. Password policies are set within a directory service to enable single sign on across boundaries for most applications. Password resets through internal tools or manual processes. There is a centralized group/role based access policy for business resources, managed through internal tools or manual processes. Most applications and services share a common directory for authentication across boundaries. Point-to-point synchronization exists across different directories.

Information Protection & Control

Persistent information protection exists within the trusted network to enforce policy across key sensitive data (such as documents and e-mail); policy templates are used to standardize rights and control access to information.

IT Process & Compliance

IT policies are documented for each IT service. IT service release and deployment processes are formally defined and consistently followed. Each IT service provides service-level and operational-level agreements. Processes to manage incidents are in place for each IT service. Monitoring, reporting, and notifications are centralized for protection against malware, protection of information, and identity and access technologies. Problem management processes are in place for each IT service, with self service access to knowledge base. Risk and vulnerability are formally analyzed across IT services; IT compliance objectives and activities are defined and audited for each IT service.

Phase 1: Core IOBasic Standardized Rationalized Dynamic

B S R D

Collaboration

Workspaces Workspaces are managed at the departmental level and are available from individual productivity applications.

PortalsUsers and groups can publish content directly to some portals; workflow for review and approval is built-in and automated. Users have widgets to customize their views of information; enterprise search is integrated with portals. Multiple portals exist; directory services, authentication, and authorization are not uniform across portals, requiring users to sign in multiple times; user management methods are redundant.

Social Computing Blogs, wikis, and podcasts are used occasionally, but may not be encouraged enterprise-wide; communities, if present, are largely through e-mail or are driven by forums.

Project MgtTeams plan, track, and share tasks in lists by using collaboration tools; multiple baselines exist. Teams can upload and share documents and files; project workspaces are integrated with desktop productivity applications. Portfolios are analyzed in graphical views that include status, resource allocations, and financial details.

Information access Most unstructured information from intranets, e-mail, and content management repositories is indexed; some structured content from databases, people, and expertise information is indexed.

Interactive experience and navigation

A basic interactive search experience incorporates faceted and filtered information based on common or explicit metadata.

Messaging IT manages mailbox provisioning by using a single directory.

Unified Communication

s

IM/PresenceUsers have secure access to an enterprise-managed online presence and IM infrastructure from inside and outside the firewall; peer-to-peer voice and video communications are based on a single directory. Online presence information (automatically refreshed user availability information based on communications, log-on, and calendar activities) is integrated into the e-mail client.

Conferencing

Voice

Content Creation and

Management

Information Mgt Managed workspaces exist at the departmental level and are available from individual productivity applications. The enterprise has inventoried content and put plans, policies, and procedures in place. Notions of information lifecycle management begin to get incorporated.

Process Efficiency Custom solutions developed by IT are used to deliver and manage key forms electronically; form data and scanned paper-based content are stored in a custom data repository.

Compliance

Authoring

Multi-Device Support

Interoperability

User Accessibility

Phase 1: BPIOBasic Standardized Rationalized Dynamic

B S R D

BI and Analyti

cs Platfor

m

Business Intelligence

IT engaged to create interactive reports to meet specific business needs. Reports are generated on a scheduled basis or on demand by IT and are then shared on reporting portals. Users have some ability to subscribe to reports. A standardized approach is in place for IT to provision data sources for access to users to search across structured and unstructured content. A basic interactive search experience is provided to users that incorporates filter information based on common or explicit metadata. IT provides access for users to sanctioned data sources as database connections, data feeds, or static data dumps, upon which users can easily perform ad-hoc queries and data analysis using Excel or other analysis tools. Users can share their analyses via a BI portal. Users may have access to more advanced self-service analytics tools to perform data mining or predictive analysis without dependence on IT or a Data Analyst. Some level of automation is in place to render data pulled from enterprise systems on dashboards, but is used for only strategic or high profile projects. Dashboards have integrated interfaces to allow users to roll-up and drill-down on live data.

Data Warehouse Management

Big Data

Information Services and Marketplaces

Database and

LOB Platfor

m

Transaction Processing

Data Management

Key high-value data has associated formal data management policies and processes. Data governance may be recognized on a siloed basis, but not as a corporate discipline. Data and asset inventories and dependency relationships are manually documented periodically. Access policies for data and objects in databases are defined but not centralized, and do not reference data classifications. Administrative tasks are still performed using an over-privileged account. Security management is performed on a server-by-server basis. Systems are in place for retention backup. Organizational/departmental policies exist for how long items are stored and what is stored.

Application Infrastructure

Custom Development

Internet Applications

Component and Service Composition

Enterprise Integration

Development Platform

Application Lifecycle Management

Phase 1: APOBasic Standardized Rationalized Dynamic

B S R D

Datacenter Mgt and

Virtualization

Data Center Mgt & Virtualization

Performance monitoring of applications as well as physical and virtual hardware pools with enforceable SLAs; Service health monitoring with consistent reporting across heterogeneous environments. There are multiple levels of service availability clustering or load balancing. Virtualization and management is used to dynamically move applications and services when issues arise with datacenter compute, storage and network resources.

Server Security Protection is deployed and centrally managed for all applications and services. Remote access is secure, standardized, and available to end users across the organization.

Networking Redundant Domain Name System servers exist to provide fault tolerance. Dynamic Host Configuration Protocol servers are network-aware and with support for auto configuration. IPv4 for main transport services, using IPv6 for some transport services (eg. to achieve larger address range).

Storage Critical data is backed up on a schedule across the enterprise; backup copies are stored offsite, with fully tested recovery or failover based on service-level agreements.


Management


Storage of user state is centralized, including retention policies that align with corporate mandates (security and policy). Desktop applications and system events are centrally monitored for critical desktop systems.

Device Security Protection against malware is centrally managed for desktop systems and laptops and includes a host firewall; non-PC devices are managed and protected through a separate process.

Identity &

Security

Services

Identity & Access

To control access, simple provisioning and de-provisioning exists for user accounts, mailboxes, certificates or other multi-factor authentication methods, and machines; access control is role-based. Password policies are set within a directory service to enable single sign on across boundaries for most applications. Password resets through internal tools or manual processes. There is a centralized group/role based access policy for business resources, managed through internal tools or manual processes. Most applications and services share a common directory for authentication across boundaries. Point-to-point synchronization exists across different directories.

Information Protection & Control

Persistent information protection exists within the trusted network to enforce policy across key sensitive data (such as documents and e-mail); policy templates are used to standardize rights and control access to information.

IT Process & Compliance Each IT service has a process to manage bug handling and design changes; IT services are tested according to defined test plans based on specifications.


B S R D

Collaboration

Workspaces Workspaces are centrally managed, customizable, and reusable, and provide users the capability to collaborate through Web browsers and mobile devices; offline synchronization is supported.

Portals

Users get targeted information based on their profiles, their roles in the organization, and mobile devices being used. Portals (enterprise, departmental, and personal) are provisioned by IT and are deployed on a single productivity infrastructure; governance policies are fully in place, including single sign-on supported by uniform directory services. Line-of-business applications and data are delivered through the portal for a few broad-use functions; data is typically read only.

Social Computing Blogs, wikis, and podcasts are used occasionally, but may not be encouraged enterprise-wide; communities, if present, are largely through e-mail or are driven by forums.

Project MgtTask assignments, task splitting, delegation, and reporting are automated; teams can plan against complex baselines. Project tasks and calendars are closely integrated with users’ online presence; teams can communicate with a single click; timely updates are available for accurate reporting. Collaboration happens across different mobile devices. Portfolios are analyzed and proposals are selected based on alignment with business goals.

Information access Unstructured content from the Web, collaborative and content-managed data repositories, databases, and line-of-business applications is indexed; indexing processes incorporate browsing by people and ranking of expertise.


An advanced interactive search experience incorporates faceted information based on extracted metadata and other user experience elements to guide users; the search experience is unified across desktop systems, mobile devices, servers, and Internet searches..



s

IM/PresenceUsers have secure access to an enterprise-managed online presence and IM infrastructure from inside and outside the firewall; peer-to-peer voice and video communications are based on a single directory. Online presence information (automatically refreshed user availability information based on communications, log-on, and calendar activities) is integrated into the e-mail client.

Conferencing

Voice


Management

Information Mgt Traditional and new media content types are managed consistently in a single repository that has integrated workflow.

Process Efficiency The organization uses basic workflow tools to process, review, and approve documents; simple workflow routing is part of the collaborative workspace infrastructure.

Compliance Content is stored in a well-managed repository and disposition rules are appropriately applied; content can be rapidly identified and preserved; business relies heavily on outsourcing for review and processing of evidence.

Authoring


Interoperability

User Accessibility


B S R D

BI and Analyti

cs Platfor

m


Self-service reporting and analysis environment and tools established and maintained by IT. Access to data is decentralized but governed by IT with a well-defined process for stewardship and governance. Portals exist for dynamic reporting that supports rich report formats. Reports are generated with group or individual filter parameters and delivered via direct push or subscription and can vary by device. Users have the ability to share alerts and subscriptions with other users via limited collaboration and social networking. IT provisions and provides access to infrastructure, statistical analysis and data mining tools, and common sanctioned data sources to Data Analyst roles to analyze business data and build models to enable future decisions, predict trends, find correlations in business attributes, etc. Data Analysts publish the results of their analyses to business users via reports, spreadsheets, charts, visualizations, etc.


Corporate policies are in place for data storage. Common data taxonomies are defined and used for manual data-cleansing activities. An IT-managed BI environment is in place and applications at the department level integrate with departmental data marts. IT designs, implements, and manages data schemas that are optimized for localized self-service reporting and analysis tools.

Big Data


Database and

LOB Platfor

m


Data Management

Data governance with documented, standardized policies and processes are established and automated for maintaining data consistency and security, but not necessarily optimized. Data access controls are consistently implemented and applied based on data classification. Centrally administered cryptography is used and audited for protection of data-at-rest and data-in-transit. A self-service interface exists for DBAs and/or authorized users to manage security. An information asset inventory and relationship map is able to predict impacts of changes in some areas.


Limited application component and service reuse strategies exist at the departmental or project level. Common application services and runtime application frameworks are selected jointly by development and operations teams as part of the application life-cycle management process. Operations is beginning to rationalize to the standard common services and consolidate runtime platforms.

Custom Development



Enterprise Integration




B S R D

Datacenter Mgt and

Virtualization

Data Center Mgt & Virtualization The organization has a consolidated view and a consolidated management process across heterogeneous virtual environments, including branch offices.

Server Security Integrated perimeter firewall, IPS, Web security, gateway anti-virus, and URL filtering are deployed with support for server and domain isolation; network security, alerts, and compliance are integrated with all other tools to provide a comprehensive scorecard view and threat assessment across datacenter, application, organization, and cloud boundaries. Secure remote access is integrated with quarantine for compliance with corporate policy.

Networking Configuration Protocol servers are network-aware and with support for auto configuration. IPv4 for main transport services, using IPv6 for some transport services (eg. to achieve larger address range).

Storage Critical data is backed up by taking snapshots using a centralized, application-aware system.


Management


Desktop applications and system events are centrally monitored and reported, and trends are analyzed and integrated into incident management systems.

Device Security Protection against malware is centrally managed for desktop systems, laptops, and non-PC devices; desktop systems and laptops include a host firewall, host intrusion prevention system or vulnerability shield, and quarantine.

Identity &

Security

Services

Identity & AccessCentralized IT offering of Federation services. Multiple Federation and trust relations between separate organizations 1 to 1 relationship. A scalable directory that is integrated and automatically synchronizes with all remaining directories across multiple geographies and isolated domains for all applications with connectivity to cloud when applicable.

Information Protection & Control Persistent information protection helps to enforce policy on sensitive data across boundaries, including data on mobile devices.

IT Process & Compliance

IT policies are integrated across all IT services, enabling or restricting use of resources as appropriate. IT service release processes are uniform across IT services; deployment is automated and offers self service where possible; management reviews each service for readiness to release before deployment. Service-level and operational-level agreements are integrated for IT services; management reviews operational health regularly; some tasks are automated. Processes to manage incidents are integrated across IT services via self service where appropriate. Monitoring and flexible, tenant/service reporting are aggregated across individual areas for protection against malware, protection of information, and identity and access technologies. Problem management processes are integrated across IT services, with incident management integration. Risk and vulnerability analysis is integrated across all IT services; IT compliance objectives and activities are integrated across IT services and automated where possible; management regularly audits to review policy and compliance.


B S R D

Collaboration

Workspaces Workspaces are centrally managed, customizable, and reusable, and provide users the capability to collaborate through Web browsers and mobile devices; offline synchronization is supported.

PortalsUsers and groups can publish content directly to some portals; workflow for review and approval is built-in and automated. Line-of-business applications are routinely surfaced through the portal and have the capability to write securely to back-end systems and to maintain data integrity; information from multiple applications can be combined in dashboards.

Social Computing Blogs, wikis, and podcasts are used enterprise-wide and compose a significant amount of enterprise content; communities have dedicated, actively managed sites that often are customized for specific needs, This Content is accessible through multiple mobile devices.

Project Mgt Project and program portfolios are selected by using optimized algorithms; teams routinely use frontier analyses, sensitivity analyses, business alignment assessments, and decision dashboards.

Information access Unstructured content from the Web, collaborative and content-managed data repositories, databases, and line-of-business applications is indexed; indexing processes incorporate browsing by people and ranking of expertise.


An advanced interactive search experience incorporates faceted information based on extracted metadata and other user experience elements to guide users; the search experience is unified across desktop systems, mobile devices, servers, and Internet searches.



s

IM/PresenceUsers have secure access to an enterprise-managed online presence and IM infrastructure from inside and outside the firewall; peer-to-peer voice and video communications are based on a single directory. Online presence information (automatically refreshed user availability information based on communications, log-on, and calendar activities) is integrated into the e-mail client..

Conferencing

Voice


Management

Information Mgt Traditional and new media content types are managed consistently in a single repository that has integrated workflow.

Process Efficiency

Custom solutions developed by IT are used to deliver and manage key forms electronically; form data and scanned paper-based content are stored in a custom data repository. The organization gains leverage from visual workflow models and declarative workflow tools to create workflow solutions that have limited integration with line-of-business applications; people can design and validate customized parallel or serial workflows visually as needed, run them manually or automatically, and monitor them in real time.

Compliance Content is stored in a well-managed repository and disposition rules are appropriately applied; content can be rapidly identified and preserved; business relies heavily on outsourcing for review and processing of evidence.

Authoring


Interoperability

User Accessibility


B S R D

BI and Analyti

cs Platfor

m


From the BI portal, users are able to connect to internal and external data sources and combine them in a single report or data set for further analysis. Users can do sophisticated analysis and build rich BI applications using Excel or other analysis tools. BI portal has reporting and analysis capabilities that include exception highlighting, guided analysis, and predictive analysis with rich logic. Dashboards are consistently used to provide operational and strategic views of the business from real time or periodically refreshed data. BI portal experience has rich visualizations, dashboards and scorecards with full data interactivity (slicing, filtering, etc.) consistent with self service reporting and analysis tools. Users have the ability to create unique personal and/or shared views of data that are actually combinations of multiple views (i.e. mashups). Data Analysts use powerful data management workbench with integrated access to tools for data preparation, cleansing, multi-variate analysis, and a sophisticated set of data mining algorithms with extensibility and tuning options. Data Analysts can easily publish their findings and data sets for access by business users.


EDW is refreshed on a near real-time basis so that information is readily available to mission-critical applications, analytics, and reporting systems. A high degree of concurrency exists, with many users running complex queries and interacting with complex analytics tools simultaneously with data loading. Management and maintenance of storage, hardware, and supporting software is manual and ad hoc. An IT-managed BI environment and applications at the department level are aligned with the enterprise data warehouse (EDW) environment and applications. IT proactively builds, maintains, and manages key reports and analysis models that are used regularly across the business. IT designs, implements, and manages semantic models (such as OLAP) and data schemas optimized for managed and self-service reporting and analysis.

Big Data


Database and

LOB Platfor

m


Data ManagementMetadata and taxonomies are defined, implemented, and formally managed in one or more repositories with more reliance upon policy-based management to ensure proper configuration and adherence to policies. Business has begun to consolidate data, management plans, and policies for consistency across information stores.


Application messaging services used by development are aligned with standard application operating environments. Development and operations teams have the skills required to effectively and consistently make use of these technologies. A range of application services and infrastructure is provided across operating environments with central governance. A central engineering practices group co-sponsored by development and operations has formed and is providing valuable guidance to application development teams. Application developers consistently build applications using these application frameworks, so hosting, application services requirements, and management are predictable. Operating systems provide support for multiple application frameworks.

Custom Development



Some use of reusable assets is supported by high-value services, components, and modules. Composition by IT departments requires advanced coding skills. Use of composition frameworks and tools happens on a project-by-project basis. SOA and portal components are not coordinated. Central IT provides managed and secure data services to some of the most commonly needed enterprise entities and provides business units with standard services to some key enterprise systems and for some standard needs like reporting and dashboards. LOB applications expose pre-built web parts that integrate with the company portal and are easily used by users. Developers are beginning to create components and services for the designated portal platform, though the efforts are exploratory in nature or focused on individual projects.

Enterprise Integration Use of standardized processes for data integration is at the project level and technologies are used to improve back-end integration. The business leverages an integration broker running on-premises to connect to cloud applications using adapters.


The organization has selected and implemented a common set of frameworks for major application development and operating environment needs. Developer skill and use of standard frameworks is consistent. A central architecture and engineering practices group has formed with the participation of development and operations teams, and provides valuable guidance to development teams. A standard set of tools and common development approaches are used across multiple development teams in the organization. Application customization is performed through customization support offered by the application, on an isolated project basis with no standard approaches or consideration for future maintenance or integration.


Work-breakdown structures map estimated work to business value. Rudimentary metrics are used to manage project progress. Project managers aggregate data from standard status updates. Effective change management processes are in place. Processes are defined for debugging production defects and incidents, with a standard set of defect artifacts.


Agenda





IT Benefits of the Integrated Capability Approach

Enter time in one interface for all applicable systems

Automatically generate reports on managed work and initiatives

Strategically align IT investments with business goals

Maximize the business value of existing and proposed IT investments

Is a key driver of business productivity and growth

Fuels profitable revenue growth

Gives managers more insight and control

Encourages employee productivity

Benefits of Optimizing IT Capabilities

Grow revenue 6.8% faster per year than their peers in the bottom 25% of IT capability.

Enjoy 23% higher revenue per employee than their peers in the bottom 25% of IT capability.

Achieve superior productivity (a company’s IT infrastructure is a key determinant).

Have significantly better insight into, and control over, key dimensions of their business.

Optimized IT… Companies in the top 25% of IT capability…

Source: Enterprise IT Capabilities and Business Performance, Marco Iansiti, David Sarnoff Professor of Business Administration, Harvard Business School George Favaloro, Principal, Keystone Strategy, Inc-March 2006, http://www.microsoft.com/business/enterprise/itdrivesgrowth.mspx

http://www.microsoft.com/business/enterprise/itdrivesgrowth.mspx

Engagement Approach

Audience

Solution road map

Solution areas Industry Horizontal

Business strategy

Integrated Capability Analysis => Projects, architecture, products

1. Present relevant integrated capabilities

2. Position the Integrated Enterprise Platform approach

Busi

ness

exe

cuti

ves

1. Understand business needs and priorities

2. Discuss range of potential solution capabilities

ITexe

cuti

ves

Arc

hit

ect

s IT

pro

/dev

exe

cuti

ves

Integrated Capability Analysis

Ensure target business capabilities cover process improvement priorities

Translate business capabilities into required infrastructure capabilities

Assess current infrastructure maturity

Determine gaps to target integrated capabilities

Build a road map for integrating capabilities and implementing solutions

Specify required platform architecture, technologies, and services

Baseline the Microsoft platform road map

Next Steps

Integrated capability analysisExplore the Integrated Enterprise Platform

Create a high-level implementation road map

Identify resources in your organization

Business analysts

Solution architects

Platform architects

Infrastructure architects

IT infrastructure managers

IT operations managers

Review the technology road map

Translate into a solution capability road map to review with the business

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing

market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Project Portfolio Management

Documents

business value

business drivers

business constraintsenhance

business alignment framework

business drawing tools

optimal portfolio

program portfolio

portfolio management