Epm live positioning for enterprise project management
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EPM Live – Positioning for Enterprise Project Management. Presented by: Sasha Lomas, PMP ASL InfoTech inc. March 3, 2010. Agenda. Introductions Business Needs Tool Overview Demo Questions. Who Is ASL InfoTech? .

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EPM Live – Positioning for Enterprise Project Management

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Epm live positioning for enterprise project management

EPM Live – Positioning for Enterprise Project Management

Presented by: Sasha Lomas, PMP

ASL InfoTech inc.

March 3, 2010


Agenda

Agenda

Introductions

Business Needs

Tool Overview

Demo

Questions


Who is asl infotech

Who Is ASL InfoTech?

2009 – ASL focuses on PMO services – assists with PMO setup; grows EPM Live

Partner services & partnership; provides PMO as a Service

2008 – ASL provides project management tool as a service by forming

a partnership with EPM Live

2006 – ASL launches virtual Project Management Office and becomes

Microsoft registered partner

2004 – ASL manages integration and release delivery for large programs

2003 – ASL rescues critical project; plans program phase release;

plans and delivers projects for key retail program

2002 – ASL participates in implementation of Operational

Framework and process implementation for outsourced account

2001 – ASL forms strategic alliance with HMS Software

2000 – ASL provides PMO consulting for outsourced account

1997 - ASL InfoTech founded to provide IT consulting services for

clients across multiple business sectors to achieve Y2K compliance.


Who is epm live

Who Is EPM Live?


Business needs

Business Needs

Executive Stakeholders

Quality project outcome on time and on budget

  • How to have clear visibility into project risks and issues?

  • How to have control over the project execution and finances?

Project Managers

Effective project management

Team Members

Better coordination within the team

  • When will we really finish and what will it cost?

  • How can I decrease the project cycle time?

  • Can we reuse best practices across projects?

  • What am I supposed to deliver this week?

  • How can I coordinate with people in my team?

Resource Managers

Skills-based and efficient resource management

  • Who is available to staff our new projects?

  • Who's working on what and do they have the skills?


Challenges for project teams

Challenges for Project Teams

Plan projects and schedule work effectively to stay productive

Track and Analyze critical information

Communicating tasks to other team members


What does this solution address

What does this solution address?

Managing client expectations

Clear milestones

Communication

Collaboration


Epm live capability framework

EPM Live Capability Framework

Enterprise Capabilities

Portfolio

Management

Work

Management

Resource

Management

Budget

Management

Time

Management

Business

Intelligence

Project

Management

Account

Management

Software

Management

Program

Management

Tasks

Actions

Approvals

Changes

Bugs

Procurements

Backlogs

Applications

Defects

Deliverables

Documents

Service Requests

Issues

Build Your Own

Application Templates

Work Features

Integration Data Sources

Other LOB’s


Tool overview

Tool Overview

  • General Information

  • Preconfigured SharePoint Templates

  • Project Portfolio Management

  • Task and Work Management

  • Resource Management

  • Budget Management

  • Issue, Risk & Change Management

  • Document Management

  • Reporting


Solution architecture

Solution Architecture

Visio

Forms Server

Project

Desktop

Project Server

Office

Excel Services

Portfolio Server

SharePoint

Work

Manager

Resource Manager

Time Manager

Portfolio Work Manager

Collaboration

Content

Management

Portal

Search

Business

Process

Management

Business

Intelligence

Windows Server SQL Reporting Services


Project management offerings

Project Management Offerings

Project Management

Solutions For Everyone

Enterprise

Strategic Project/Portfolio Management & Collaboration

Workgroup

Workspace

Effective Project Management & Collaboration

Project Collaboration


Enterprise project work modules

Enterprise Project & Work Modules

Portfolio Management

Time Management

Business Intelligence

Resource Management

Budget Management

Work Management


Rich set of pm features

Rich Set of PM Features


Pre built application templates

Pre-Built Application Templates

Software

Development

Application

Management

Operational

Management

Project

Management

Facility

Management


Pre built work features

Pre-built Work Features

Project Tasks

Issues

Incidents

Build your own

Recurring Maintenance

Backlog


Dynamic project workspace environment

Dynamic Project Workspace Environment


Multiple project workspaces

Multiple Project Workspaces

Project A

Project E, F, G

Project C

Project B

Project D

Manage All Site Content Information in Individual SharePoint Workspace Sites


Project portfolio management

Project Portfolio Management


Project requests and proposals

Project Requests and Proposals

Request and Select the “Right” Work

Request and Select New Projects


Monitor project portfolio

Monitor Project Portfolio

Create, share, and track everyday work in one location

Centralize your work via Microsoft Office Project 2007 information and track progress in real-time


Monitor work portfolio

Monitor Work Portfolio

Create, share, and track everyday work in one location

Select from a variety of Project Portfolio views


Executive dashboard views

Executive Dashboard Views

Create dynamic dashboards and gain BI into Work

View project status through online dashboards


Analyze data using excel

Analyze Data using Excel

Generate dynamic charts, static printable reports and diagrams with visual reports feature

Build dynamic Charts & Pivot tables using Microsoft Office Excel


View excel reports on the web

View Excel Reports on the Web

View dynamic Excel tables, pivot tables, charts using Microsoft Excel Services (MOSS)


Task management

Task Management


Epm live positioning for enterprise project management

Collaborate with Microsoft Office Project

Easily publish and synchronize Microsoft Office Project files with a Microsoft Office SharePoint environment

Publish & synchronize Microsoft Project information

Team Members view and update task status


Epm live positioning for enterprise project management

Build & Maintain Tasks in SharePoint

Manage online SharePoint Work Plans using Multiple Planning Methodologies (Water Fall, Agile, SCRUM, Spiral, etc..)

Build Work plans with a Work Break Down Structure in SharePoint


Task management1

Task Management

Communicate Responsibilities and Report Work Status in Real-time

Select from a variety of Work views


Epm live positioning for enterprise project management

Task Management

Communicate Responsibilities and Report Task Status in Real-time

Update Tasks Status using Microsoft Office Outlook 2007


Resource management

Resource Management


Resource planner

Resource Planner

View and Edit Resource Assignments Across All Work Across Multiple Sites

View Resource load across all work


Resource capacity planning

Resource Capacity Planning

Enter Resource Capacity Plan

View Resource Capacity Reports using Microsoft Office Excel


Budget management

Budget Management


Budget management1

Budget Management

Centralized Project Cost Portfolio


Budget management2

Budget Management

Build Dynamic Pivot Graphs using Microsoft Office Excel & Access


Issue risk change management

Issue, Risk & Change Management


Manage risks

Manage Risks

Communicate and mitigate risks before they become issues

Mitigate Risks


Manage issues

Manage Issues

Communicate and mitigate Issues

Mitigate Issues


Document management

Document Management


Document management1

Document Management

Centralized Document Management


Reporting

Reporting


Executive dashboard views1

Executive Dashboard Views

Create dynamic dashboards and gain BI into Work

View project status through online dashboards


Analyze data

Analyze Data

Generate dynamic charts, static printable reports and diagrams with visual reports feature

Build dynamic Charts & Pivot tables using Microsoft Office Excel


Epm live positioning for enterprise project management

Analyze Project Data with Dynamic Reports

Generate dynamic charts, static printable reports and diagrams with visual reports feature

Create static printable reports using Microsoft Office Access 2007


Report center

Report Center


Epm live positioning for enterprise project management

demo


Values

Values

Project Manager

  • Build complex project plans quickly with an easy-to-use desktop client and manage those plans effectively

  • Use resources optimally and lower project cycle time

  • Communicate effectively and improve coordination within teams with effective reports

Executive Stakeholder

  • Realize lower project cycle time

  • Gain visibility for better decision making with highly effective, consistent, and timely reports

  • Obtain more accurate and precise information about project investments

Team Member

  • Improve ability to meet deadlines by having a clear view of critical dates and milestones

  • Gain more visibility and control of day-to-day work

  • Align work with the company’s strategy, completing tasks efficiently


Achieve effective project management

Achieve Effective Project Management

  • Create and maintain an optimized project execution plan

  • Track, analyze and control project progress according to the project plan

  • Present reports and communicate project information in various formats

  • Ensure teams are working towards the same goal

  • Keep teams informed of all changes to the project

  • Collaborate and coordinate easily with others on the team

  • Promote continuous improvement


Start online today

Start Online Today…

Reports

Issues

Risks

Documents

Project Plans

Status Reports

Tasks/Actions

Leverage EPM Live capabilities Online Today


And bring in house at anytime

And Bring In-House at Anytime

Reports

Issues

Risks

Documents

Project Plans

Status Reports

Tasks/Actions

Backup and Restore your EPM Live Online environment Onsite


Easy epm live

Easy EPM Live

  • Self Service EPM Live Offering

    • Provides a Configuration Page for Build-to-Order Process

      • Project Level Custom Fields

      • Task Level Custom Fields

      • Enterprise Resources and Custom Fields

    • Out of the Box Feature Set

      • Views, Settings, Project Creation, Reports

    • Provides basic SharePoint Enterprise Project Capabilities

      • 1 Top Site Template

      • 1 Project Workspace Template

    • Allows an organization to use the EPM Live Solution with only hours of Setup

    • Allows an organization to grow into a complete EPM Live solution


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