Think Big, Start Small with
Microsoft Enterprise Project
Management
(EPM) 2010
Mitch Cap (Microsoft)
Yves Vervloesem (Capgemini)
Session Overview
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Microsoft Enterprise Project Management (Mitch – 20 mins)
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Think Big, Start Small with Microsoft Enterprise Project
Management (EPM) 2010 (Yves – 40 mins)
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Why Microsoft
Capability Zoom: Portfolio Management
Capability Zoom: Team Collaboration
Christmas offering
PPM/PMO Improvement Services of Capgemini
The Case of the Implementation of Microsoft EPM 2010 at APG
Q&A (Mitch & Yves - 15 mins)
What Others Say
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“Strong Positive” Gartner rating
Integrated project and portfolio management
Independency from Project Professional client
Cost-competitive pricing
What We Stand For
Price/ Total Cost of
Ownership
Usability
• Microsoft Project is
the leading scheduler
• Familiarity with Office
Suite
• Licensing, Maintenance,
Services
• EPM focuses on
necessary functionality
Strength of EPM
ecosystem
• Partner expertise and
network
• Training, Online
Resources, Blogs
Outstanding ALM
and IT PPM capability
Robust technology
platform
• Integration with other IT
tools like Visual Studio
• Certified integration
with SAP & Dynamics
• Easier customization
• Leverage existing
technology investments
• SharePoint platform
How Microsoft EPM Helps You
1
Making money
Saving money; improving efficiency
2
Bringing products to market
faster
3
Supporting compliance
4
Maximizing return on portfolio
investment
5
Staying on track, on budget,
in scope
6
Communicating status and reporting
7
Quickly responding and adapting
What's important to you?
A way to align business priorities to maximize ROI and understand
resource capabilities and availability
Portfolio Selection and Analytics
Challenges
1
Defining and
communicating
business
strategy
2
Driving executive
consensus around
business driver
priorities
Objectively
prioritizing
competing
projects
Identifying
optimal
portfolios
Forecasting
project
delivery
Portfolio Selection and Analytics
EPM Solution offers:
• Objective defining, communicating, and prioritizing of business strategy
• Prioritize business drivers
• What-if analysis optimization scenarios to run under various budgetary constraints
• Advanced analysis for comparing and contrasting portfolios
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• Ability to assess capacity and adjust project
schedules to maximize resource utilization
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• Running and modeling headcount scenarios
Ways to effectively find and share information and simplify and enhance team
communication.
Team Collaboration
Challenges
i
Manual
processes
Poor security
Poor collaboration
and communication
tools
Metadata silos
of information
Team Collaboration
EPM Solution offers:
• SharePoint Server 2010 team sites, ECM, and social computing
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• Configurable Project Sites
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• Microsoft BI platform
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• Enterprise search
Because It Is Almost Christmas ...
enable project
teams
OFFER
CONDITIONS
GETS
valid till 23/12
optimize
scarce
resources
Upgrade old Project licenses to Project 2010 by only paying
Software Assurance and get a 2h end user ‘tips and tricks’ session
to get the most out of Project 2010
Buy 30.000 € of Project Software Assurance of which 35% Pro
edition
71% discount on Project 2010 licensing cost
Implementation Path
What
About Project Portfolio Management (PPM)
The PPM discipline is a space
recognized by
the global analysts
PPM addresses the aspects of
management of individual
projects, as well as their
evaluation and analysis
in portfolio context
Russia
Canada
All over Europe
United States
People’s Republic
of China
Morocco
Mexico
India
Guatemala
Hong Kong
Singapore
Brazil
Chile
Argentina
Australia
PPM/PMO Improvement (PPI)
Services of Capgemini
PPM Application
Package Selection
PPM Application
Package
Implementation / Run
PMO Setup /
PMO as a Service
PMO Staff / Run
Process / Package
Auditing / Coaching
PRINCE2 / PMBoK /
OPM3 / P3M3
Coaching / Training
Project Portfolio
(Demand) Process
optimization
Metrics / Reporting
Define / Run
Examples of Capgemini’s Subject Matter Expertise
Client Potential Benefits
Improved insight into
project delivery
Better control on the
portfolio, from
demand to closing
Improved real-time
project control
metrics
Optimized use of
resource capacity
Optimized use of
budget
A more mature
project learning
organization
Improved project
success rate
Improved crossdepartment project
collaboration
Reduction of
redundant projects
Project Portfolio
Process maturity
assessment
Examples of two tools in PPI Missions
Capgemini PPM Process Reference Model is our
reference model for analysis, implementation, or
change of business processes concerning PPM
process improvement and automation.
Capgemini PPM Ambition Roadmap describes the
three areas Process & Methodology, Tool &
Architecture and People & Organisation to consider
for a successful implementation. The three levels
Control, Management and Governance indicate the
ambition.
Types of Project Portfolio Management (PPM)
we notice in our customers
from Ad Hoc
to highly dynamic PPM
and
everything
in between
Some sample issues we find
in the organizations we serve
• “What is a Baseline again?”
>> we see organizations where the PMs are not PMs
• “I expected better project intelligence to come to the surface”
>> the Governance Rules aren’t “Rules” but a free choice
• “My project schedule didn’t automatically update”
>> Hygiene. PPM packages can’t do everything
(like replace the PM)
Think Big, Start Small
The Case of the Implementation of Microsoft
EPM 2010 at APG
About our customer APG
• APG carries out collective pension
schemes for participants in the
education, government and
construction sectors, cleaning
companies, housing corporations and
energy and utility companies.
• APG manages pension assets of in
total app. 250 billion Euro.
• APG works for over 20,000 employers
and provides for the income of around
4.5 million participants.
• APG administrates over 30% of all
collective pension schemes in the
Netherlands.
APG CIS – Infra Development
• Responsible for all IT infrastructure projects
• Infra Delivery is both component in business projects and
has its own discretionary budget
and project portfolio
• ROI Statement: Improve Project Portfolio governance
within Infra, to realize stronger Business Alignment (doing
the right things), and more
accurate prediction of project
delivery, through improved
resource utilization
(capacity management)
Why APG’s choice for EPM 2010?
• After reorganisation (to separate “Change the Business” from
“Run the Business”), new tooling was needed
– to replace too many spreadsheets and paper
• End User Tool policy: Microsoft, unless …
• EPM 2010 provides a mature and integrated Portfolio
Management module
• Tool selection process for pilot learned:
hosted MS EPM solution was considerably less expensive than
competitors
• No formal ROI needed in support of the Business Case
Our Approach with APG
for EPM implementation
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Start with a pilot
– Quickly implement limited scope
> with APG: Resource Capacity Management
– Low investment (hosted environment)
– Customize methods
• After proving its potential: use EPM real life!
– Support existing users, consolidate usage
– Extend features and expand user groups
• Show it to others
– To acquire buy in, e.g. facilitate Project Managers with standard
project templates, based on internal infra project delivery
method
EPM functional box APG – Phase1
Idea &Portfolio
Management
Management
Capture Ideas &
Manage Demand
Strategic
Goals
Business
Case
I
Project
Execution
Management
Project
Template
Scheduling
Project
Project
Metadata
Metadata
I
Resource
Allocation
Management
Generic
Resources
Named
Resources
Material & Cost
Resources
Timesheet
Management
Record
Time
PM
Approval
Line Mgr.
Approval
Reporting
Analysis
Views
Dashboard
Portfolio
Portfolio
Reporting
Reporting
Envisioning
Workshop - CRP
Business Process
Redesign
Implementation
Plan
Phase 1
Legenda
Dark green = complete
Light green = partly
White = not this phase
Yellow = discussion
Red = problem at start
Prepare
Scenarios
Analyse
Portfolio
Effectuate
Portfolio
Manage
Workflows
Baselines
Assign
Resources
Documents,
Issues & Risk
Non-Project
Work
I
Organisation
Structure
Skills
Resource
Metadata
Resource
Calendars
I
Adjust
Timesheets
Admin.
Time
% Complete
Remaining
Hours
I
Project
Reporting
Resource
Capacity
Resource
Utilisation
Ad hoc
Reporting
Training
Installation
Application Mgt.
& Support
APG Implementation Highlights - 1
• Phase 1 = Pilot (2010Q2)
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# Resources =30; # Users = 10
# Projects = 60
Duration = 4 months
Consultancy = half time, incl. training
• Result:
– Insight into work at hand greatly improved
– Resource Capacity Management greatly appreciated
APG Implementation Highlights - 2
• Phase 2 = Consolidate usage (2010Q3)
– # Resources: 60; # Users =>25 (mainly PM’s)
– # Projects = 100
– PM’s improve schedules (templates)
– Car jack principle: lift and lock
• Result:
– Senior Management interested
– Business Units want to join
APG Implementation Highlights - 3
• Phase 3 = Extension (2010Q4)
– # BU’s => 3
– # Resources => 150, # Users = 40
– Portfolio Management “light” for 2011 Budget
• Formal process to implement Business Drivers and use
for Project proposal assessment
– Introduce “Departments”
– Setup EPM User Group
Approach to successful implementation
•Start small
•Size / customize method
•Show benefits to colleagues
•Use car jack principle:
Lift
&
Lock
Points to remember
• PPM solutions can cover an extensive process footprint,
and PPM packages are de facto ‘ERP systems for Projects’,
supporting the ‘supply chain’ of Project Portfolio Management.
• Given their holistic, evidence-based character,
PPM packages can facilitate a move to a more mature project
organization, in which budgets, quality, risks, and capacity
can be managed.
• Tools do not solve problems, but when implemented and
adopted well, they contribute to streamlining typical key
bottlenecks in Governance, like collaboration, and
management information capturing.
Questions?
Leo Stigter
Yves Vervloesem
PPM Competence Center
Expert Group Lead
PPM/PMO Improvement
Capgemini G/ITS Solutions
Capgemini
Mobile + 31 654 262 455
leo.stigter@capgemini.com
Capgemini Financial Services
Netherlands/Belgium/Switzerland
Capgemini
Mobile + 32 497 053794
yves.vervloesem@capgemini.com