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Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

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Page 1: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New
Page 2: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Microsoft Office Solution Microsoft Office Solution Accelerator for Six Sigma Accelerator for Six Sigma – A Case Study in Project – A Case Study in Project Server CustomizationServer Customization

Brian SmithBrian SmithProgram ManagerProgram ManagerInformation Worker New MarketsInformation Worker New MarketsMicrosoft CorporationMicrosoft Corporation

Page 3: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

What are we going to Learn What are we going to Learn TodayToday

What is Six SigmaWhat is Six Sigma

How we can expose project data to the How we can expose project data to the Project GuideProject Guide

How we can expose external data How we can expose external data through Project Centerthrough Project Center

How we can work with WSS templatesHow we can work with WSS templates

Pulling it all together with InfoPathPulling it all together with InfoPath

Page 4: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

What is Six Sigma?What is Six Sigma?

A rigorous approach to solving A rigorous approach to solving problems and improving processes by problems and improving processes by leveraging facts and dataleveraging facts and data

Can be viewed from multiple Can be viewed from multiple perspectivesperspectives

PhilosophyPhilosophy

MeasureMeasure

MethodologyMethodology

Page 5: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Six SigmaSix SigmaMeasureMeasureSigmaSigma Defects per millionDefects per million Cost of Poor Cost of Poor

QualityQuality

6 sigma6 sigma 3.43.4 <10% of sales<10% of sales World ClassWorld Class

5 sigma5 sigma 230230 10 to 15%10 to 15%

4 sigma4 sigma 6,2006,200 15 to 20%15 to 20% Industry averageIndustry average

3 sigma3 sigma 67,00067,000 20 to 30%20 to 30%

2 sigma2 sigma 310,000310,000 30 to 40%30 to 40% NoncompetitiveNoncompetitive

1 sigma1 sigma 700,000700,000

Page 6: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Six SigmaSix SigmaMeasureMeasure

Data

Frequency

168162156150144138132

900

800

700

600

500

400

300

200

100

0

Mean StDev N150.1 6.086 1000150.0 0.9662 1000

VariableC1C2

Histogram of C1, C2Normal

Page 7: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Six SigmaSix SigmaMethodologyMethodology

Standardized data driven approach to Standardized data driven approach to problem solvingproblem solving

Process and input focusProcess and input focus

Variance reduction and process Variance reduction and process optimizationoptimization

Eliminating the opportunity for defects Eliminating the opportunity for defects to occurto occur

Page 8: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

DMAIC RoadmapDMAIC Roadmap

A B C

M“Y” Data Integrity

0 4 8 12 16

LSL USLBaseline

Process

Inputs

X X X X X

X X X

X X X X X

X X X

A

X X X X X

X X X

X X X X X

X X X

AnalyzeInputs

ScreenInputs

X X X

X X X

ToolsetStatistical

Y=X1..X2

IProcessChanges

Improved

“Y”USL

4 8 12 160

LSL

X1..X2

DProblem

ProblemStatement

CTQ

“Y”

CLock down

X’s

SustainThe Gain!

X1..X2

70605040302010Subgroup 0

1101009080706050403020

Individual Value

Mean=65.80

UCL=101.4

LCL=30.19

50

40

30

20

10

0

Moving Range

R=13.39

UCL=43.75

LCL=0

I and MR Chart for SLA_1

Page 9: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

What is the Microsoft Office What is the Microsoft Office Solution Accelerator for Six Solution Accelerator for Six Sigma?Sigma?

A solution built on top of Microsoft A solution built on top of Microsoft Office Project that aids the Office Project that aids the management, control and reporting of management, control and reporting of Six Sigma project programsSix Sigma project programs

A case study of how to extend Project A case study of how to extend Project to solve a specific business problem to solve a specific business problem

Page 10: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Components of the Components of the AcceleratorAccelerator

Dynamic Project GuideDynamic Project Guide

Financial tracking applicationFinancial tracking application

Extension to Windows SharePoint Extension to Windows SharePoint Services integrationServices integration

InfoPath Project Selection formInfoPath Project Selection form

Microsoft Office Data Assistant for Microsoft Office Data Assistant for PowerPointPowerPoint

Page 11: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Dynamic Project GuideDynamic Project Guide

Project Data Service access to task Project Data Service access to task contentcontent

NavigationNavigation

Document accessDocument access

Context sensitive helpContext sensitive help

Uses .NET application rather than Uses .NET application rather than static XML filestatic XML file

Page 12: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Screen Shot of Project GuideScreen Shot of Project Guide

Page 13: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Project GuideProject Guide

Page 14: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

FinancialsFinancials

Hosting Office Web Components in Hosting Office Web Components in Project Professional and Project Web Project Professional and Project Web AccessAccess

Accessing project related data through Accessing project related data through Project Center viewsProject Center views

Page 15: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

FinancialsFinancials

Page 16: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Project CenterProject CenterAccessing External DataAccessing External Data

Page 17: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

So how does Project Center see our So how does Project Center see our data?data?

Data table for Financials

One or more views to filter the data

Final view linked to Project Stored Procedure

Page 18: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Project Center Reporting & SelectionProject Center Reporting & Selection How does the Project Center view get its How does the Project Center view get its data?data?

Columns are specified in the Columns are specified in the MSP_WEB_VIEW_FIELDSMSP_WEB_VIEW_FIELDS

These will then be available to be added These will then be available to be added to Project Center viewsto Project Center views

The display text is specified in The display text is specified in MSP_WEB_CONVERSIONSMSP_WEB_CONVERSIONS

The data is found from the result of the The data is found from the result of the stored procedure stored procedure MSP_WEB_SP_SEC_GetPortfolioViewRSBasedOnFielMSP_WEB_SP_SEC_GetPortfolioViewRSBasedOnFieldList dList

Page 19: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

MSP_WEB_VIEW_FIELDSMSP_WEB_VIEW_FIELDS table table

The table holds the references to all the fields The table holds the references to all the fields available within Project Center viewsavailable within Project Center viewsA full reference can be found in pjsvrdb.htm on the A full reference can be found in pjsvrdb.htm on the Project Server CD (in the docs directory)Project Server CD (in the docs directory)Key fields to note:-Key fields to note:-

WFIELD_NAME_OLEDBWFIELD_NAME_OLEDBThe name of the field used in the Microsoft Project OLE DB The name of the field used in the Microsoft Project OLE DB providerprovider

WFIELD_NAME_SQLWFIELD_NAME_SQLThe name of the field in the Microsoft Project Server database The name of the field in the Microsoft Project Server database (in the stored procedure in a few slides time)(in the stored procedure in a few slides time)

WFIELD_NAME_CONV_VALUEWFIELD_NAME_CONV_VALUERefers to the CONV_VALUE field in the Refers to the CONV_VALUE field in the MSP_WEB_CONVERSIONS table, which provides the MSP_WEB_CONVERSIONS table, which provides the localized description of the fieldlocalized description of the field

Continued….Continued….

Page 20: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

MSP_WEB_VIEW_FIELDSMSP_WEB_VIEW_FIELDS table table

WFIELD_TEXTCONV_TYPEWFIELD_TEXTCONV_TYPEThe type of fieldThe type of field

1 String1 String

4 Date4 Date

5 Percent (for example, 5%) 5 Percent (for example, 5%)

9 Cost (for example, $5.00)11Cost rate (for example, 9 Cost (for example, $5.00)11Cost rate (for example, $5/hr)$5/hr)

12 Units 12 Units

15 Plain number15 Plain number

Only numeric values will be “rolled-up” in Only numeric values will be “rolled-up” in the views!the views!

Page 21: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

MSP_WEB_CONVERSIONMSP_WEB_CONVERSION table table

This table holds the localized string values This table holds the localized string values referred to in the previous tablereferred to in the previous table

STRING_TYPE_IDSTRING_TYPE_IDRefers to a valid STRING_TYPE_ID in the Refers to a valid STRING_TYPE_ID in the MSP_WEB_STRING_TYPES tableMSP_WEB_STRING_TYPES table

CONV_VALUE CONV_VALUE The ID value of the string (link to previous table)The ID value of the string (link to previous table)

LANG_ID LANG_ID The ID of the language in which the conversion text is The ID of the language in which the conversion text is displayed, for example: 1033 is the language ID for displayed, for example: 1033 is the language ID for English, the default language for the databaseEnglish, the default language for the database

CONV_STRING CONV_STRING The text value of the stringThe text value of the string

Page 22: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

MSP_WEB_SP_SEC_MSP_WEB_SP_SEC_GetPortfolioViewRSBasedOnFieldListGetPortfolioViewRSBasedOnFieldList

This stored procedure gets the data This stored procedure gets the data from the database for the Project from the database for the Project Center viewsCenter views

The procedure is listed in the notes The procedure is listed in the notes field for reference, including in bold field for reference, including in bold our addition to link to our view tableour addition to link to our view table

Page 23: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

In summary… In summary…

We add rows to the Project center We add rows to the Project center tablestables

We amend the stored procedure to also We amend the stored procedure to also link to our summary data viewlink to our summary data view

We create the Financial view to have We create the Financial view to have the per project data we wantthe per project data we want

We use multiple views for ease of We use multiple views for ease of following the flow – it could be onefollowing the flow – it could be one

Page 24: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Project and Windows Project and Windows SharePoint Services SharePoint Services IntegrationIntegration

Project Specific WSS sitesProject Specific WSS sitesCreate sites that match the project Create sites that match the project template – complete with contenttemplate – complete with content

Front end or back end templatesFront end or back end templates

Object Link ProviderObject Link ProviderMap content of site to tasks within projectMap content of site to tasks within project

Page 25: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

STSADMSTSADMYour friend on the command lineYour friend on the command line

How do I load templates?How do I load templates?stsadm.exe -o addtemplates -f stsadm.exe -o addtemplates -f <sixsigma.stp> -title "Six Sigma template" <sixsigma.stp> -title "Six Sigma template" -description “Description goes here" -description “Description goes here"

What templates do I have loaded?What templates do I have loaded?stsadm –o enumtemplatesstsadm –o enumtemplates

What is the “name” that the createsite What is the “name” that the createsite method expects?method expects?

__GLOBALGLOBAL_#1 or something similar_#1 or something similar

Page 26: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Project and WSSProject and WSS

Page 27: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

InfoPath – Pulling it all InfoPath – Pulling it all together.together.

Collect project ideasCollect project ideas

Rank based on customizable criteriaRank based on customizable criteria

Create project and collaboration site Create project and collaboration site based on templatesbased on templates

Page 28: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

InfoPath Project SelectionInfoPath Project Selection

Page 29: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Call to action!Call to action!

Take all or some of these scenarios to Take all or some of these scenarios to extend the use of Project and Windows extend the use of Project and Windows SharePoint ServicesSharePoint Services

Page 30: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

Source CodeSource Code

The source code for the Microsoft The source code for the Microsoft Office Solution Accelerator for Six Office Solution Accelerator for Six Sigma will be made available to Sigma will be made available to partners on requestpartners on request

Training session – date to be advisedTraining session – date to be advised

Limited support – 90 days post trainingLimited support – 90 days post training

Page 31: Microsoft Office Solution Accelerator for Six Sigma – A Case Study in Project Server Customization Brian Smith Program Manager Information Worker New

© 2004 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.