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Overview: Project Server 2003 and Enterprise Project Management EPM Implementation for Marshall Univ

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Enterprise level Portfolio management, and Resource ... Enterprise Project Management (EPM) Solution Overview. Planning your EPM Solution implementation ... – PowerPoint PPT presentation

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Title: Overview: Project Server 2003 and Enterprise Project Management EPM Implementation for Marshall Univ


1
  • Overview Project Server 2003 and Enterprise
    Project Management (EPM) Implementation for
    Marshall University
  • January 31, 2005

Presented by Chuck Elliott and Yanzhi Wu
2
Agenda
  • Introduction
  • Demo
  • Known problems
  • Webcast
  • Concerns and Challenges
  • Recommendations
  • Discussion and Next Steps

3
Demo
  • Simple project demonstrating the Microsoft EPM
    solution
  • Project Plan Development
  • Enterprise Resource Pool
  • Enterprise Global template
  • Publishing a project to Project Server
  • Project Web Access integration with Outlook
  • Project Management using Project Server

4
Known Problems
  • Outlook integration
  • Tasks show as appointments, it was designed this
    way and takes getting used to
  • Updating tasks in Project Web Access can generate
    conflicting data in Outlook
  • Learning Tree instructor recommended we keep in
    mind that Outlook integration may not be best
    solution
  • Service Pack 1 should not be installed, were
    investigating

5
Webcast
  • TechNet Webcast A Proven Approach for Success
    An Introduction to the EPM Workshop Series (Level
    200)

6
Concerns and Challenges
  • Enterprise Resource Pool
  • The larger and more complex the pool, the more
    resources are required to administer and maintain
  • Enterprise level Portfolio management, and
    Resource management, are dependent on standards
    and consistency
  • Establishing and enforcing organizational
    standards
  • Maintenance of the data, adding new types of data
    (new people, new skill sets, new coding schemes)
  • Tracking leave, sick-leave, training, travel etc.
    Will this be a centralized or dispersed
    responsibility?

7
Concerns and Challenges
  • Enterprise Global template
  • Allows for all published projects to use the same
    custom settings (fields, views, tables, reports,
    groups, calendars, plus enterprise-only fields)
  • Better organization-wide reporting and analysis
  • Standardizes organization breakdown structures
  • Planning is important. What standards do we need?

8
Concerns and Challenges
  • Not just a technology project or, if it is,
    lets decide that up front
  • Hardware. Our current single-server environment
    may support up to 250 users and/or projects
  • Licensing
  • an issue mostly for use on non-MU equipment,
    e.g., consultants and third-party team members
  • Client Access License (CAL) required to use
    Project Web Access without Project Professional

9
Concerns and Challenges
  • Training
  • Role based is preferred.
  • Costs both dollars and manhours
  • Project Management Office (real or virtual)
    members should be expert at using Project
    Professional
  • Project Managers and team members will benefit
    from training
  • Just-in-time training for team members
  • Performance Analysis
  • Earned Value analysis Project supports only
    Percent Complete and Physical Percent Complete
  • Organizational Culture
  • Effective implementation will require a change in
    culture (positive ones)
  • PMs will have to use prescribed calendars, global
    template, and work within the system
  • An effective PMO will control and negotiate
    standards

10
Concerns and Challenges
  • Outcomes
  • What do the leaders and executives really want?
  • Can an ideal Project Server 2003 implementation
    meet those needs?
  • Full implementation concerns
  • Phased process
  • Prototype
  • Test the prototype
  • Develop training materials
  • Pilot test
  • Identify new groups to train and bring into the
    system
  • Test environment
  • Hardware costs
  • Administration
  • Testing Plan and staffing
  • Disaster Recovery
  • Strategies, planning, backup and recovery
    testing, hardware costs

11
Recommendations
  • Our recommendations assume an Enterprise Project
    Management (EPM) initiative is desired

12
Recommendation 1
  • IT Executive Group staff an EPM Implementation
    Planning Project, the goal of which would be
    twofold

13
Goal 1
  • Draft a high-level implementation plan for
    Project Server 2003 within IT (and possibly
    broader) that includes some or all of the
    following deliverables (documents)
  • Vision Statement for EPM implementation
  • Project Charter
  • Project Scope Statement
  • Scope Management Plan
  • Project Management Plan
  • Expansion Plan (for non-IT departments)
  • Other Documents
  • Suggested time frame two to four weeks

14
Goal 2
  • Work with the Project Server Administration Team
    to establish standards for documentation that
  • contribute to project success and can serve as
    models for subsequent projects and deliverables
  • help meet future executive needs for
  • Modeling
  • Analysis
  • Portfolio management
  • Resource management
  • Forecasting
  • Other needs

15
Recommendation 2
  • Consider establishing a Project Management Office
    (real or virtual) with one FTE
  • Advise executives on project-prioritization
  • Advise executives on at-risk projects, provide
    early-warning
  • Maintain documentation on the environment,
    policies, and procedures
  • Administer and coordinate Enterprise Resource
    Pool and Enterprise Global template
  • Support Projects and Project Managers
  • Recommend server configuration changes
  • Design or assist Executives in the design of
    Views and Reports
  • Provide training or training resources

16
Resources
  • Webcasts
  • TechNet Webcast A Proven Approach for Success
    An Introduction to the EPM Workshop Series (Level
    200)
  • Microsoft Executive Circle Webcast Building a
    PMO with Microsoft's Enterprise Project
    Management Solution
  • Documentation
  • The Project Server 2003 Resource Kit
  • Web Pages
  • Project 2003 Home Page
  • Enterprise Project Management (EPM) Solution
    Overview
  • Planning your EPM Solution implementation

17
Discussion
  • Questions
  • Discussion
  • Next Steps
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