SMART EPMSMART EPMThe Work Management SolutionThe Work Management Solution

Matt WilsonMatt Wilson

LMR SolutionsLMR Solutions

VP of Business DevelopmentVP of Business Development

January 25, 2007January 25, 20071

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

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

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

LMR Solutions is a Full-Service Program LMR Solutions is a Full-Service Program and Project Management Firmand Project Management Firm

PROFESSIONALPROFESSIONALSERVICESSERVICES

• EPM Business StrategyEPM Business Strategy• PMO Business StrategyPMO Business Strategy• Solution ArchitectureSolution Architecture• Custom DevelopmentCustom Development• Process DevelopmentProcess Development• Microsoft Project Microsoft Project

TrainingTraining• EPK TrainingEPK Training

SOLUTIONS & SOLUTIONS & TOOLSTOOLS

PROJECTPROJECTEXECUTION SUPPORTEXECUTION SUPPORT

• Demand ManagementDemand Management• Portfolio Management Portfolio Management • Schedule Management Schedule Management • Resource ManagementResource Management• Time ManagementTime Management• CollaborationCollaboration• Risk and Issue Risk and Issue

ManagementManagement• ERP/LOB IntegrationERP/LOB Integration

• Scheduling SupportScheduling Support• Project Control Project Control

SpecialistsSpecialists• Staff AugmentationStaff Augmentation• Portfolio Analysts Portfolio Analysts • System AdministrationSystem Administration• Managed ServicesManaged Services

LMR SolutionsLMR Solutions

LMR Solutions is committed to LMR Solutions is committed to providing end-to-end services and providing end-to-end services and

solutions to support the entire solutions to support the entire Project/Work Management LifecycleProject/Work Management Lifecycle

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

Excellence and Best PracticesExcellence and Best Practices

Healthcare & Pharmaceuticals

AMN Healthcare Eisenhower Medical Center Medsphere AMGEN Sharp Healthcare Guidant Corporation Lerreta Yavapai Medical Center MedImpact Biosites Liener FFF Enterprise Valeant Pharmaceuticals

State and Local Governments

San Diego City Schools City of La Mesa California National Guard San Diego County PWD City of San Diego

Department of Defense Shore Intermediate

Maintenance Space and Naval Warfare

Command Marine Corps Tactical

System NSWC Carderock OPNAV N81 NUWC Keyport Indian Head NAVSEA

Military Sealift Command  

Defense Contractors BAE Systems Raytheon SAIC General Atomics   NASA Intelligent Automation Northrop Grumman SpaceDev Titan          Oil, Gas and Utilities OTAY Water District Sempra Energy and Utilities LA Metropolitan Water

District

Media and Publishing Directors Guild of America Harcourt Publishing UpperDeck San Diego Union Tribune SEMA National Pen National Inventors Hall of

Fame Advanced Marketing

Services

Professional Services Epsilon

Interlink TriTech Mecachrome Constellation Software Fire Materials Group Field Centrix TVA

Manufacturing Cymer Bucknives Toyota Motor Company TRIMCO Finishes Surebeam Haas Automations American Honda Hersheys

Construction Westfield Shopping

Centers DR Horton

Communications Cable and Wireless Qualcomm VelociTel

Financial American Mortgage

Network Accredited Home Lender New Century Toyota Financial Credit

Union

First Future Credit Union

Title Guaranty of Hawaii

First American Pacific Life Brandes

Investments

Retail PETCO Mail Boxes Etc.

(UPS) ProFlowers.com Rubio’s

Restaurants Charlotte Russe Buck Knives

High Tech Apogen

Technologies Beckman Coulter ViaSat Intuit Microsoft Sammy Studios Embarcadero

Technologies Innova Systems Dudek &

Associates Toshiba Qualcomm

250+ EPM Deployments250+ EPM Deployments

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EPK CustomersEPK Customers

Doing the Right Work, Doing The Work Right.Doing the Right Work, Doing The Work Right.

• Real-time visibilityReal-time visibility

• Consistent, enforce, Consistent, enforce, repeatable processesrepeatable processes

• Reliable metricsReliable metrics

• Comprehensive data Comprehensive data capture capture

• Transparency Transparency

• Automatic audit trailAutomatic audit trail

• Highest-value Highest-value projectsprojects

• Drive out wasteDrive out waste

• Fast and flexibleFast and flexible

Both Strategic Both Strategic andand Operational Operational

AlignmentAlignment ControlControl ComplianceCompliance

Customer NeedsCustomer Needs

The SMART EPM Solution The SMART EPM Solution FrameworkFramework

Customer NeedsCustomer Needs

Customer NeedsCustomer Needs

Customer NeedsCustomer Needs

ConfigurationConfiguration

with EPK Extensionswith EPK Extensions

Meeting Customer NeedsMeeting Customer Needs

SMART EPMSMART EPM

The SMART EPM Solution The SMART EPM Solution w/ EPK Suitew/ EPK Suite

SMART EPM Is More Than SMART EPM Is More Than TechnologyTechnology

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

Early AdoptersEarly Adopters

TimeTime

Phase 1Phase 1 Phase 2Phase 2 Phase 3Phase 3

HighHigh

LowLow

Mat

uri

tM

atu

rit

yy

BenefitBenefit

ConsultingConsultingInvolvementInvolvement

Best Practice: Maturity PlanBest Practice: Maturity PlanPhased Implementation ApproachPhased Implementation Approach

Sample RoadmapSample Roadmap

Resource Resource ManagementManagement

FinancialFinancialManagementManagement

Project Project ManagementManagement

Portfolio Portfolio ManagementManagement

SMART EPMSMART EPMModulesModules PHASE 1PHASE 1 PHASE 2PHASE 2 PHASE 3PHASE 3

Skills basedResource Planning to

Schedule

Named Resource Scheduling

High-Level Capacity Planning

Charge-back with allocations

Earned Value Management

High-Level budgeting and forecasting,

Cost/Benefits

Develop Detailed WBS

Planning Optimization,

Performance KPIs

Schedule Management

Standardize WBS

What-If Analysis, Prioritization

Ideation, Proposal Management,

Demand Management

User CountUser Count 20002000400400200200

Operational Activities, Service Requests

• Preconfigured Industry Best PracticesPreconfigured Industry Best Practices– Why re-invent the wheel? Leverage Industry Best PracticesWhy re-invent the wheel? Leverage Industry Best Practices– Realize value soonerRealize value sooner– Rapid deploymentRapid deployment

• Faster Adoption cyclesFaster Adoption cycles– Easy to configure and scalableEasy to configure and scalable– Support multiple levels of maturitySupport multiple levels of maturity

• Enhanced Microsoft EPM Feature Set Enhanced Microsoft EPM Feature Set – Manage all work, top-down planning and budgeting, benefit Manage all work, top-down planning and budgeting, benefit

management, reportingmanagement, reporting– True resource capacity planning True resource capacity planning – Robust timesheet for task status and billing, chargeback, and Robust timesheet for task status and billing, chargeback, and

project accountingproject accounting

The SMART EPM Result!The SMART EPM Result!

Case StudiesCase Studies

1. IT Governance, Work Management Case Study – Scripps Healthcare• Projects, Resources and Service Requests• Operational & Project Management• Integration with TFS

2. Workload Management, Activity Based Management Case Study – NAVSEA• Resource Workload Capacity Planning• Activity Based Management • Earned Value Management

• 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

Common Customer NeedsCommon Customer Needs

SMART EPMScripps, Case Study

Joe LarscheidLMR SolutionsJanuary 24, 2007

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Scripps ProfileScripps 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 Scripps voted “Best Hospital” “Best Hospital” by readers of the San by readers of the San Diego Union-Tribune and Sign-On San Diego (2006, Diego Union-Tribune and Sign-On San Diego (2006,

2005, 2004, 2003, 2002, 2001, 2000)2005, 2004, 2003, 2002, 2001, 2000)- San Diego Union Tribune- San Diego Union Tribune

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 investmentsAbility to react to unanticipated resource requirements and adjust accordingly

Implemented the Microsoft EPM Solution with EPK Extensions and Team Foundation Server Used the Microsoft .NET Framework to produce customized reporting functionalityProvided Professional Services to establish a IT Governance BodyProvided EPM Solution training IT organization

Lack of visibility and control over the demand placed on the IT organization Disconnected toolsets and processes for managing IT activitiesNeed for prioritization and alignment of IT activities with the business goalsNo visibility into the resource capacity requirements throughout the IT organizationNeed to capture timesheet actuals capital vs. expense

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

SMART EPM for IT GovernanceSMART EPM for IT Governance

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Demand ManagementDemand Management

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

• Customized EPK Stage Gates to create an Customized EPK Stage Gates to create an automated Workflow Processautomated Workflow Process

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

Capture DemandCapture Demand

WorkflowWorkflow ReportsReports

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

High-level Resource PlanningHigh-level Resource Planning

Resource Planning to ScheduleResource Planning to Schedule

Resource Capacity PlanningResource Capacity Planning

Capture all Resource Capture all Resource Workload (Project, Non-Workload (Project, Non-Project, Non-Work)Project, Non-Work)

Resource ManagementResource Management

EPK SuiteEPK Suite

Real-time What-if ModelingReal-time What-if ModelingPortfolio Health & Trend AnalysisPortfolio Health & Trend Analysis

• Complete Portfolio View of Cost and Complete Portfolio View of Cost and Resources all IT WorkResources all IT Work• Perform Portfolio “What if” scenarios on ALL Perform Portfolio “What if” scenarios on ALL WorkWork

Portfolio ManagementPortfolio Management

Project Managers uses Project Managers uses Microsoft Project to manage Microsoft Project to manage

the entire software the entire software development lifecycledevelopment lifecycle

Development Leads uses Visual Development Leads uses Visual Studio to build and manage Studio to build and manage

applicationsapplications

Project ManagementProject Management

• Report Actual Time to Capital vs. Expense Report Actual Time to Capital vs. Expense across Projects and Operational Activitiesacross Projects and Operational Activities

• Integration with Microsoft Great Plains Integration with Microsoft Great Plains (Next Phase)(Next Phase)

Time ManagementTime Management

SMART EPMSMART EPMNAVSEA Case StudyNAVSEA Case Study

Joe LarscheidLMR SolutionsJanuary 24, 2007

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NAVSEA ProfileNAVSEA Profile

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 WorldKeeping America’s Navy #1 in the World

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

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

Ability to build Ability to build resource hiring plans resource hiring plans with 5 workload with 5 workload forecastforecast

Implement Microsoft Implement Microsoft Project Server with Project Server with the EPK Suitethe EPK Suite

Use Microsoft SQL Use Microsoft SQL Reporting Services for Reporting Services for custom reportscustom reportsUse .Net framework to Use .Net framework to integrate Oracle integrate Oracle financial systemfinancial systemProvide Professional Provide Professional Services to insure a Services to insure a successful successful deploymentdeployment

5 Year Budget and 5 Year Budget and Workload Plan ForecastWorkload Plan Forecast

Automated Earned Automated Earned Value & Activity Base Value & Activity Base Management ReportsManagement Reports

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

““What if” Scenario and What if” Scenario and Budget Drill CapabilityBudget Drill Capability

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

Portfolio ManagementPortfolio Management

ExecuteExecute

SelectSelect

ManageManage

Workload ForecastingWorkload Forecasting Financial ManagementFinancial ManagementWhat-If AnalysisWhat-If Analysis Portfolio Status VisibilityPortfolio Status Visibility

Project ManagementProject ManagementActivity Based ManagementActivity Based Management

CollaborationCollaboration

Activity ManagementActivity ManagementResource UtilizationResource Utilization

Activity Based CostingActivity Based CostingBusiness Process ManagementBusiness Process Management

Schedule ManagementSchedule ManagementResource ManagementResource Management

Cost ManagementCost ManagementPM Process ManagementPM Process Management

Progress StatusProgress StatusIssue & Risk ManagementIssue & Risk ManagementDocument ManagementDocument Management

Change ManagementChange Management

Operational WorkOperational Work Strategic WorkStrategic Work

Business IntelligenceBusiness IntelligenceAnalyzeAnalyzeEVMEVM

LEANLEANSix SigmaSix Sigma

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

Portfolio ManagementPortfolio Management

Portfolio ManagementPortfolio Management

ERPERP

Activity Based ManagementActivity Based Management

What was spent?What was spent?

- Labor

- Equipment

- Facilities

- Supplies and Material

- Contracts

How was it spent?How was it spent?

- Project A- Project B - Project C

- Operate System X- Maintain System X- Provide Mgmnt & Admin.- Provide Engineering Support- Provide Training

What was produced?What was produced?

- Costs By Service:- Range Sites- Operation/Maintenance- ISE- Org Sustaining- Customer Support

Resource Drivers What Resources did the Work consume?

Activity DriversWhat Work did the Output consume ?

ActivitiesActivitiesResources Services

Activity Based ManagementActivity Based Management

Total “True Cost” of Total “True Cost” of operating and operating and

maintaining NAVSEA maintaining NAVSEA Warfare CentersWarfare Centers

Identify what truly Identify what truly drives costdrives cost

Business IntelligenceBusiness Intelligence

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

communications with Managementcommunications with Management

SMART EPM System BenefitsSMART EPM System Benefits

• Standardization of management tools and practices

• Centralization of planning and execution data for consistent portfolio reporting and analysis

• Integration with existing business systems and processes

• Flexibility to 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 NeedsAdaptable To Meet Current And Future Business Needs

EPM OnDemand - LiveEPM OnDemand - Live

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LiveLive

• NAVSEA is using LMR Solutions’ SMART EPM “Live” Managed Services

• System and Administrative Services OnDemand

SMART EPM Online TourSMART EPM Online TourTr

yTr

y

Visit:

www.SMARTEPM.com

LiveLive

Online TourOnline Tour

QuestionsQuestions?

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Contact InformationContact Information

• Joe Larscheid, Partner/CEO

– Email: jlarscheid@lmrsolutions.com

– (619) 847-4102

• Matt Wilson, VP of Business Development

– mwilson@lmrsolutions.com

– (619) 723-7786