Tn 100504 T Cermak Rev V2

Project Server 2010 Demand Management (Part 1 of 4)

Tim Cermak, PMPAdvisicon, Inc.www.Advisicon.com

Project Server 2010 – Demand Management WebcastsWhat to Expect

• Overview (Part 1 of 4) – May 4th• Create and Select Phases (Part 2 of 4) – May 11th• Plan, Manage, and Close Phases (Part 3 of 4) – May 17th• Test the Theory and Review (Part 4 of 4) – May 25th

Upcoming and recorded webcasts/podcasts:www.microsoft.com/events/series/epm.aspx

Built using Microsoft® Project Professional 2010 ©

May 9, '10 May 16, '10 May 23, '10

Microsoft® Project Server 2010: Demand Management webcastsMay 4 - May 25

OverviewMay 4

Create and Select PhasesMay 11

Plan, Manage, and Close Phases

May 17

Test the Theory and ReviewMay 25

Agenda• Introduction• Overview of Demand Management• Demand Management in Action• Are You Microsoft® Project 2010 Ready?• Recap and Questions

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What Is Demand Management?

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• Project Lifecycle Management - PLM (many variations)• Optimize the consolidation of a significant number of essentially

related processes and capabilities• Drive top- and bottom-line growth: deliberate strategic actions

against demands• Help organizations to:

– Gain visibility into projects and operational activities– Standardize and streamline data collection– Enhance decision making– Subject initiatives to the appropriate governance controls

throughout the PLM

Capture Control DeliverBusiness Group

C WorkflowBusiness Group A Workflow

Business Group B Workflow

Strategic Impact Assessment

Microsoft Demand Management Enables…

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• Blueprint(s) for approach

• Packages of standards, workflows, and steps

• Work / information traceability paths

• Lifecycle(s)

Post Implementation Review Project Details

Project Information Proposal Details

Proposal Schedule Proposal Stage Status

Proposal Summary Schedule

Strategic Impact

Select Plan CloseManage

Create

Who Benefits from Demand Management?

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Those who would like to:

• Build, prioritize, and complete new projects for their business

• Align project selection with business objectives

• Operate with existing resources and use them effectively, efficiently, and in a secure environment

• Ensure timely completion for projects by passing them through stringent phase-wise approvals

For all who are responsible for overseeing multiple initiatives that involve diverse stakeholders and are tied to cost or corporate measurements

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Importance of Demand Management

Success means:

• Adopting human-input converged with tools and processes

• Resolving strategic objective conflicts

• Results – achieve return on investment (ROI) by:

– Influencing lifecycle iterations

– Embracing governance

In today’s economy…Theoretical economic models are moving away from [role] as a decision maker acting in isolation to the socialization of that persona with other stakeholders in the system

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Demand Management in Action

Demand Management answers the following questions:

• Have I selected the right investments?

• Do the investments align with the strategic objectives?

• Do I have sufficient resources to deliver the selected investments?

• Will the investments be delivered on time and within budget?

• Are my investments delivering the forecast benefits?

Demand Management in Action

Needs

• User Empowerment

• Unified Approach

• Convergence

Results• Resource Capital

• Relationship Capital

• Innovation Capital

• Remain:

– Competitive

– Current

– Solvent

– Valuable / Accountable to Stakeholder Classes

How you get the right plans done

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User Empowerment

Roles• Senior Management

• Project Management Office (PMO)

• Functional Leaders• Project Sponsors and

Functional Managers • Department Managers,

Division Directors • Product Managers and

Domain Experts• Auditors, Line Managers

Industries• Information Technology (IT)

• Fast-Moving Consumer Goods (FMCG)

• Engineering/Manufacturing

• Telecommunications

• Energy

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Unified Approach

You Leverage• Lifecycles

• Standardization

• Project Types

• Workflows/Stages/Phases

You Gain• Communication

• Repository

• Analysis / Actions

• Alignment with Objectives

EPT across Departments

Portfolio Data

Program Data

Project Data

Product Data

Unified PM

Project Mgt

Portfolio

Program Mgt

ProductMgt

Project Server

Board of Directors

International Divisions

Information Systems

Personnel

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Convergence

You Leverage

• Inflection Point(s)

• Equilibrium Relationship

You Gain

• Meet stakeholder expectations

• Think global / act local

• Lifecycle execution and adjustments

Demand Management

Population: 6 billion

Complex Lifecycle(s) Efficiency

You Leverage

• Propose your project

• Communicate it effectively

• The right tools and processes

You Gain

• Stakeholder/shareholder results

• Updated processes

• Intellectual properties

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External Requirement Produce/Distribute Financial Outcome Shareholder Return

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Are You Project 2010 Ready?

Using Project Server for Demand Management

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Project Server 2010 Demand Management

Single server with end-to-end PPM capabilitiesFlexible project capture and initiation Enhance governance through workflowPowerful portfolio selection analytics

Simple to use as information is collectedin stagesInterface similar to SharePoint® Central place to enter all types of workTrack projects from start to endAlign demand request with business strategies

Understanding Specific Terms

Enterprise Project Types

Workflows

Stages and Phases

Project Detail Pages

Enterprise Project Type (EPT)

• Enables project creation with template schedule, workflow, and workspace

• It encapsulates phases, stages, a single workflow, and Project Detail Page

• Each EPT represents a single project type

• Project types helps to categorize projects within the same organization that have a similar project life

Project Server Workflow

• Workflow supports– Simple project lifecycle– Complex project

lifecycle

• Allows custom workflow approval process

• Not all EPTs required workflow

Project/Program Governance workflow

• Creating a rich lifecycle for proposal/demand

• Management of events necessary to complete a project from start to finish

• Highly customizable and flexible

Phases

• Phases represent a collection of stages grouped together to identify a common set of activities in the project life cycle

• It gives users and option of organizing stages into logical groups

• Examples– Project Creation– Project Selection– Project Management

Stages

• A stage represents one step within a project lifecycle

• Stages at a user level appear as steps within a project

• At each step, data must be entered, modified, reviewed, or processed

Project Detail Page (PDP)

• A PDP represents a single Web Part Page in Microsoft® Project Web Access

• PDPs can be used to display or collect information from the user

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DEMO

Case Study

• Microsoft Human Resources, which supports the 93,000 employees

• Human Resources has used Project Server 2010 to improve the ways it collects information on projects and how it reports that information to executives

• These improvements have helped leadership make better decisions and pare the portfolio from 200 to 25 projects

• The result is higher-quality projects and smoother scheduling, with improvements in transparency, accountability, and collaboration

Summary

Benefits of using Project Server 2010-Demand Management • Collaborative platform featuring workflow management,

business case, schedule tools

• A portfolio analysis engine that organizations need to comprehensively manage the demands of their organization

• Portfolio What-If scenario planning giving ability to objective decision making in regards to projects and resources

• Track progress against strategic goals to act early in case of non success

- Resources

• Product information and trial download– www.microsoft.com/project/2010/ – Project Team Blog http://blogs.msdn.com/project/

• Interactive content - Videos , Sessions, and Webcasts – www.microsoft.com/showcase/en/US/channels/microsoftproject/– www.microsoft.com/events/series/epm.aspx

• IT Professional related– TechCenter @ TechNet http://technet.microsoft.com/ProjectServer/ – Admin Blog http://blogs.technet.com/projectadministration/

• Developer related – Developer center @ MSDN® http://msdn.microsoft.com/Project/ – Programmability blog http://blogs.msdn.com/project_programmability/

• Additional questions? Project 2010 Forums!– http://social.msdn.microsoft.com/Forums/en-US/category/projectserver2010,p

rojectprofessional2010/

• Microsoft® SharePoint® 2010– http://sharepoint.microsoft.com

FORUMSProject Professional 2010• General Questions and AnswersProject Server 2010 • General Questions and Answers• Setup, Upgrade, Administration, and

Operation• Customization and Programming

Questions and Answers

• Submit text questions using the “Ask” button• Don’t forget to fill out the survey• For upcoming and previously live webcasts:

www.microsoft.com/webcast • Got webcast content ideas? Contact us at:

http://go.microsoft.com/fwlink/?LinkId=41781

© 2008 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.

© 2009 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.