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SMART EPM The Work Management Solution. Matt Wilson LMR Solutions VP of Business Development January 25, 2007. LMR Solutions is a Full-Service Program and Project Management Firm. LMR Solutions was founded in 1999 by a group of Consultants and Managers from KPMG Consulting

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SMART EPMThe Work Management Solution

Matt Wilson

LMR Solutions

VP of Business Development

January 25, 2007

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LMR Solutions is a Full-Service Program

and Project Management Firm

  • LMR Solutions was founded in 1999 by a group of Consultants and Managers from KPMG Consulting

  • “Go-To” Partners for Enterprise Project/Work Management Solutions

  • Microsoft Managed Partners in CAS/Enterprise, SMS&P, Federal and SLG spaces

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LMR Solutions

LMR Solutions is committed to providing end-to-end services and solutions to support the entire

Project/Work Management Lifecycle




  • Demand Management

  • Portfolio Management

  • Schedule Management

  • Resource Management

  • Time Management

  • Collaboration

  • Risk and Issue Management

  • ERP/LOB Integration

  • Scheduling Support

  • Project Control Specialists

  • Staff Augmentation

  • Portfolio Analysts

  • System Administration

  • Managed Services

  • EPM Business Strategy

  • PMO Business Strategy

  • Solution Architecture

  • Custom Development

  • Process Development

  • Microsoft Project Training

  • EPK Training

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Excellence and Best Practices

  • Microsoft’s 2005 “PARTNER OF THE YEAR” for Excellence of Best Practice in Microsoft EPM

  • Microsoft “EPM GLOBAL EXCELLENCE” Award Winner 2006

  • PMI’s 2006 “Project of the Year” Award for our Best Practices in Project Management

  • Microsoft’s Excellence Award for BEST PRACTICES & COMPETENCIES in Project Management

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Customer Needs

Doing the Right Work, Doing The Work Right.




  • Comprehensive data capture

  • Transparency

  • Automatic audit trail

  • Real-time visibility

  • Consistent, enforce, repeatable processes

  • Reliable metrics

  • Highest-value projects

  • Drive out waste

  • Fast and flexible

Both Strategic and Operational

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Customer Needs

Customer Needs

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Meeting Customer Needs


Customer Needs


with EPK Extensions

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SMART EPM Is More Than Technology

LMR Solutions can help you orchestrate your people, processes, organization with technology

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Best Practice: Maturity PlanPhased Implementation Approach

Early Adopters

Phase 3

Phase 1

Phase 2








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Sample Roadmap






Operational Activities, Service Requests

Ideation, Proposal Management, Demand Management

What-If Analysis, Prioritization

Portfolio Management

Schedule Management

Standardize WBS

Develop Detailed WBS

Planning Optimization,

Performance KPIs

Project Management

Resource Management

High-Level Capacity Planning

Skills based

Resource Planning to Schedule

Named Resource Scheduling



High-Level budgeting and forecasting,


Earned Value Management

Charge-back with allocations

User Count




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Preconfigured Industry Best Practices

Why re-invent the wheel? Leverage Industry Best Practices

Realize value sooner

Rapid deployment

Faster Adoption cycles

Easy to configure and scalable

Support multiple levels of maturity

Enhanced Microsoft EPM Feature Set

Manage all work, top-down planning and budgeting, benefit management, reporting

True resource capacity planning

Robust timesheet for task status and billing, chargeback, and project accounting

The SMART EPM Result!

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Case Studies

  • IT Governance, Work Management Case Study – Scripps Healthcare

    • Projects, Resources and Service Requests

    • Operational & Project Management

    • Integration with TFS

  • Workload Management, Activity Based Management Case Study – NAVSEA

    • Resource Workload Capacity Planning

    • Activity Based Management

    • Earned Value Management

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Common Customer Needs

  • Ability to manage ALL work

  • Support mixed levels of PM maturity

  • Top down as well as bottom up details

  • Integration with Project Server platform

  • Customizable and extensible

  • Easy to use and Scalable

  • Faster time to Value

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SMART EPMScripps, Case Study

Joe Larscheid

LMR Solutions

January 24, 2007


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Scripps Profile

  • Customer profile:

    • Scripps is a not-for-profit, community-based health care delivery network in San Diego, California, that includes four acute-care hospitals on five campuses, more than 2,600 affiliated physicians, an extensive ambulatory care network, home health care and associated support services.

    • 11,000+ employees

Scripps voted “Best Hospital” by readers of the San Diego Union-Tribune and Sign-On San Diego (2006, 2005, 2004, 2003, 2002, 2001, 2000)

- San Diego Union Tribune

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Scripps leverages LMR Solutions SMART EPM as their End-to-End IT Governance Solution

  • Lack of visibility and control over the demand placed on the IT organization

  • Disconnected toolsets and processes for managing IT activities

  • Need for prioritization and alignment of IT activities with the business goals

  • No visibility into the resource capacity requirements throughout the IT organization

  • Need to capture timesheet actuals capital vs. expense

Implemented the Microsoft EPM Solution with EPK Extensions and Team Foundation Server

Used the Microsoft .NET Framework to produce customized reporting functionality

Provided Professional Services to establish a IT Governance Body

Provided EPM Solution training IT organization

Established a governing body for IT Governance around Project Management processes and Work Prioritization

Optimizing the value of the IT organization with visibility into IT priorities, projects, operational activities and investments

Ability to react to unanticipated resource requirements and adjust accordingly

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SMART EPM for IT Governance End-to-End IT Governance Solution

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Demand Management End-to-End IT Governance Solution

  • Capturing All Work Requests (Maintenance Requests, Product Enhancements, and Project Initiatives) using EPK

  • Customized EPK Stage Gates to create an automated Workflow Process

  • Generate Reports on All Work using Portfolio Analyzer and SQL Reporting Services

Capture Demand



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Resource Management End-to-End IT Governance Solution

High-level Resource Planning

Capture all Resource

Workload (Project, Non-Project, Non-Work)

EPK Suite

Resource Capacity Planning

“Communicate” & ‘Manage” Resources on Both Project & Non Project Activities

Resource Planning to Schedule

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Portfolio Management End-to-End IT Governance Solution

Portfolio Health & Trend Analysis

Real-time What-if Modeling

  • Complete Portfolio View of Cost and

  • Resources all IT Work

  • Perform Portfolio “What if” scenarios on ALL

  • Work

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Project End-to-End IT Governance SolutionManagement

Project Managers uses Microsoft Project to manage the entire software development lifecycle

Development Leads uses Visual Studio to build and manage applications

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Time Management End-to-End IT Governance Solution

  • Report Actual Time to Capital vs. Expense

  • across Projects and Operational Activities

  • Integration with Microsoft Great Plains

  • (Next Phase)

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SMART EPM End-to-End IT Governance SolutionNAVSEA Case Study

Joe Larscheid

LMR Solutions

January 24, 2007


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NAVSEA Profile End-to-End IT Governance Solution

Customer profile:

  • NAVSEA engineers, builds and supports America's Fleet of ships and combat systems.

  • SMART EPM was selected to be the standard EPM tool for the

  • entire NAVSEA Warfare Centers.

    • 8 Different Locations Across the Nation

    • Over 8,400 Project Managers

    • 20,000 Team Members

    • $10 Billion per Year Budget

    • Competitive win against: Primavera; Artemis and 4

    • other Enterprise Project Management Systems

Keeping America’s Navy #1 in the World

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NAVSEA Uses the SMART EPM Solution To Manage Workload Cost, Schedule And Enterprise Reporting

  • 5 Year Budget and Workload Plan Forecast

  • Automated Earned Value & Activity Base Management Reports

  • Understanding of Costs on all types of work (Direct and Indrect)

  • “What if” Scenario and Budget Drill Capability

Implement Microsoft Project Server with the EPK Suite

Use Microsoft SQL Reporting Services for custom reports

Use .Net framework to integrate Oracle financial system

Provide Professional Services to insure a successful deployment

Saving over $500K each year in generated reports and communications with Management

Improved customer visibility into project and activity status, resulting in more work

Ability to build resource hiring plans with 5 workload forecast

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Portfolio Management Schedule And Enterprise Reporting

Workload Forecasting Financial Management

What-If Analysis Portfolio Status Visibility


Operational Work

Strategic Work

Activity Based Management

Project Management

Activity Management

Resource Utilization

Activity Based Costing

Business Process Management

Schedule Management

Resource ManagementCost Management

PM Process Management




Progress Status

Issue & Risk Management

Document Management

Change Management

Business Intelligence




Six Sigma

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Portfolio Management Schedule And Enterprise Reporting

  • NAVSEA is Accountable for nearly “one-fifth” of the Navy's budget, NAVSEA manages more than 100 acquisition programs, which are assigned to five affiliated Program Executive Officers (PEOs) and various Headquarters elements.

  • Challenges:

  • Budget and Workload Forecasting ( 5 Year Planning)

  • Actual vs. Planned

  • Carryover Financials

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Portfolio Management Schedule And Enterprise Reporting


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Activity Based Management Schedule And Enterprise Reporting

Resource Drivers

Activity Drivers

What Resources did

the Work consume?

What Work did the

Output consume ?




  • Costs By Service:

    • Range Sites

    • Operation/Maintenance

    • ISE

    • Org Sustaining

    • Customer Support

- Labor

- Equipment

- Facilities

- Supplies and Material

- Contracts

  • Project A

  • Project B

  • Project C

  • - Operate System X

  • - Maintain System X

  • - Provide Mgmnt & Admin.

  • - Provide Engineering Support

  • - Provide Training

How was it spent?

What was produced?

What was spent?

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Activity Based Management Schedule And Enterprise Reporting

Identify what truly drives cost

Total “True Cost” of operating and maintaining NAVSEA Warfare Centers

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Business Intelligence Schedule And Enterprise Reporting

Saving over $500K annually on each site in generated reports and communications with Management

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SMART EPM System Benefits Schedule And Enterprise Reporting

Standardization of management tools and practices

Centralizationof planning and execution data for consistent portfolio reporting and analysis

Integration with existing business systems and processes

Flexibilityto meet unique management & business requirements

Visibility into key projects, activities and resource utilization across the organization

Control of projects, activities and resources as business and conditions change

Adaptable To Meet Current And Future Business Needs

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EPM Schedule And Enterprise ReportingOnDemand - Live


  • NAVSEA is using LMR Solutions’

  • SMART EPM “Live” Managed Services

  • System and Administrative Services

  • OnDemand


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SMART EPM Online Tour Schedule And Enterprise Reporting



Online Tour


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Questions Schedule And Enterprise Reporting?

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Contact Information Schedule And Enterprise Reporting