©2013 Advisicon Inc. – “Helping your build a Project Management Culture“
KNOWLEDGE TRANSFER OPTIMIZATION SUSTAINED RESULTS
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Tim Runcie, MCP, MCTS, V-TSP, PMP, MVP
Industry Professional
Technology PM Since 1990
Senior EPM Project / Portfolio Advisor
PMO Trainer & Consultant
Community Evangelist
Microsoft / Oracle Platforms
PMI / PMF
PMI Scheduling Community of Practice
Practicing Trade
Published Author / Consultant
Advisicon - President
MS Partner Channel(s) -- PAC
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Who is Advisicon, Inc.
A Microsoft Gold Certified Enterprise
Project & Portfolio Management Partner
• Microsoft's highest partner ranking with competencies in:
• Project, Program & Portfolio Management
• Portals, SharePoint, Business Intelligence
• “Helping You Build a PM Culture”
• 20+ Years Teaching, Implementing PM Methods & Technology
• International, Published Authors, Consultants
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
•Application Dev.
•BI / Reporting
•Workflows
•System Integration
•Custom WebParts
•Books / Training
Content
•Online Content
•Flowcharts
•Business Process
Mapping
•Project
Management
•Consulting
•Online / In Person
Training
•Custom Course Dev.
•Knowledge Transfer
Advisicon
University
Professional
Services
Advisicon
Products
Advisicon
Press
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
• Overview of our Growing Need for Solutions
• Technology Trends
• Relevance of Solution Needs to Pain Points
• The De-Evolution Solution Approach of Project Technology
• Key Concepts:
o Socialization
o Data Driven BI & Graphics
o Mobile, Agile, Lethile
• Demo’s
o Data Driven Visualization
o What’s New for Project Mangers
o Program to Portfolio Management
o Portfolio Selection Capabilities
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Microsoft PPM Scalability Lifecycle.vsd
Video 1: Introduction to the Project Portfolio Management (PPM) Lifecycle
Video 2: Work and Capacity Planning
Video 3: Need for Consolidation and Project Metadata... Moving from Ad-Hoc to Projectized
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
https://pmi.adobeconnect.com/_a821822776/p7sfdymh6lg/?launcher=false&fcsContent=true&pbMode=normal
http://www.wiley.com/WileyCDA/WileyTitle/productCd-1118097394.html
http://scheduling.vc.pmi.org/Webinars/ViewWebinar.aspx?WebinarAction=View&WebinarExternalKey=79b175ac-c961-4c90-89ae-16dfabeda89c
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Project Momentum – MS Project Statistics
• 20 million users • 1 copy sold every
20 seconds •10,000 Organizations • Industry leader in
analyst reports
• 100’s partners in
• 80 countries
1
20 20M 10K Industry Leader
100’s
80
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Project Management Pains
• Establishing project goals
• Managing project scope
• Gaining management support
• Facilitate effective communication
• Defining clear responsibilities and accountabilities
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Share
©2013 Advisicon Inc. – “Helping you build a Project Management Culture” ©2013 Advisicon Inc. – Helping you build a Project Management Culture
In the Cloud
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Individual
Team
Choose the Right Tools that Can Evolve with You From individual project managers to an enterprise-grade solution, both on-premises and as a service
Complexity
Low Medium High
Workgroup
Collaboration
and
Reporting
Desktop application and the
PPM solution in the cloud Project
Managers
Project &
Portfolio
Management Enterprise
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Microsoft Project Management Solution Spectrum
Advanced Team
Collaboration
Enterprise
Project & Portfolio
Management
Project Pro sync with SharePoint
Project Pro for Office365
Lo
w
Med
ium
H
igh
Level o
f P
roce
ss
Project Server
or Project Online (Built on SharePoint® Server)
Standard Team
Collaboration
Excel
Basic
Project
Management
Project Standard or Pro
Project reports in SharePoint or Office365
Low or No Collab Some Collab Lots of Collab Level of Collaboration
Advanced
Project
Management
Basic Team
Collaboration
SharePoint or Office365:
team site
task lists
libraries, lists, reporting
Project Standard or Pro
Some Tools Too Small, Some Tools Too Large SharePoint ~ Just Right
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Ongoing investments
What a difference a decade makes
Desktop
application for
individual project
managers
Collaborative
team work
through Project
Central
Consolidated
solution for project
and portfolio
management Consistency with
Office and
integration with
SharePoint
Cloud solution for
project and portfolio
management
©2013 Advisicon Inc. – “Helping you build a Project Management Culture” ©2013 Advisicon Inc. – Helping you build a Project Management Culture
4G Capabilities
G G G G
Manage with Ease
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
©2013 Advisicon Inc. – Helping your build a Project Management Culture
Less Talking More Kissing…
©2013 Advisicon Inc. – “Helping you build a Project Management Culture” ©2013 Advisicon Inc. – Helping you build a Project Management Culture
Modeling & Reports
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
©2013 Advisicon Inc. – Helping your build a Project Management Culture
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
26
If you can’t say it simply, you simply don’t understand it.
Needed:
Simple reports that help the
end users
to understand past and future
project performance.
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
http://technet.microsoft.com/en-us/evalcenter/hh973399.aspx
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Online ODATA
©2013 Advisicon Inc. – Helping your build a Project Management Culture
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Have More Questions or need a Onsite Demo?
Tim Runcie, MCP, MCTS, V-TSP, PMP, MVP President [email protected] 503-253-0331
Please Contact us
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Knowlege
Transfer
Optimization Sustained
results
Advisicon - Blending Technology & Methodology
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Appendix
33
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Project Reporting & Integrated Solutions for your PMO / Automation Needs
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Case Study - Integrating with External Systems (Project Connected to SAP)
Customer
http://www.microsoft.com/en-us/download/details.aspx?id=28723
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Project Professional 2013 • Microsoft Project
helps to easily plan
projects and
collaborate with
others from virtually
anywhere.
• Stay organized and
keep projects on
track with the only
project
management
system designed to
work seamlessly
with other Microsoft
applications and
cloud services.
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Business benefits for PMO roles
• Executives
• Make more data-driven decisions with
help of new reporting tools
• Stay in control of IT costs with flexible
purchase options through
subscription
• Ensure the long term value of IT
investments (scalability and future
compatibility)
• Project Managers
• Manage change better
• Improve communication in teams
• Stay in control of information
• Effectively report on project work
• Share and search information easily
• Team Members
• Get started easily
• Reduce stress on projects using tools
that help stay organized
• Find and access information through
familiar tools
• Stay productive from virtually
anywhere
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Bind execution to strategy*
• Anticipate and adjust for change caused by uncertainty in projects with linked dependencies.
• Avoid costly over-allocations of resources shared across projects.
• Publish project schedules and updates to Project Online and Project Server
• Get the benefits of managing projects in Project Professional 2013 with the advantages of organization-wide visibility, collaboration, demand management
38
*Project Professional 2013/Project Pro for Office 365 connects to Project Server/Project Online and offers all the benefits of Project Portfolio Management Solution
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Why Project Pro for Office 365
• Fast Start
• Get users up and running quickly with application streaming technology (click-to-run)
• Simplified IT
• Get automatic updates and work as Project on Demand (use a temporary copy of Project on any PC running Windows 7 or Windows 8)
• License per User
• Enable users to work from the computer of their choice, up to 5 PCs
• Rich integration with other services
• Benefit from integration with Office 365, such as Lync Online and SharePoint Online
• Flexible purchase plans
• Monthly* or annual payments, flexibility to sign up users for the duration that fits business needs
• *through Direct Channel only
Project Pro for Office 365, a service delivered through Office 365 = Project Professional 2013 + service benefits:
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Top reasons to upgrade to Project Professional 2013
• Report effectively on project progress and success
• Powerful, out-of-the-box reporting tools
in Project delivered through a familiar
Excel-like experience
• Discover and share project information
• The social and search capabilities of SharePoint / Office 365 are
designed to help work with a project site and facilitate information
sharing and discussion
• Improve everyday collaboration
• With improved list
synchronization between
Project and SharePoint / Office
365, it is easier to deliver project
information, effectively track
status and receive changes
from virtually anywhere
• Enhance communication within project teams and across
• With new Lync integration,
team members can have real-
time conversations right
within Project
• Stay in control of project changes
• Enhanced tools for ‘what-if’ scenario planning help to see potential problems and make changes
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Customer early feedback on 2013
• “When we are under time pressure to create and submit bids, it is much easier to quickly find what we need using Lync and SharePoint than wade through email messages”-
• Andres Lehr, Senior Project Manager, Bassier, Bergman and Kindler
• “We wanted to move to the latest version of Project for its new functionality. Specially, we wanted to make it easier to access data and promote a better interface for managing our resources” –
• Piotr Prussak, VP of Global Applications Development, Revlon
• “Reports are easy to access, customize, and publish, and the best thing is that they are ready within one click of the mouse” –
• Rafael Farias, Budget and Analyst, Interbras S/A
• “With SharePoint, you have a space where you can discuss a project and make announcements” –
• Dr. Buddendick, Head of Workspace Platform Services, Hilti Corporation
41
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Introducing the new Project Easily collaborate with others to quickly start and deliver winning projects
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Stay organized • Stay organized with
simple and
engaging ways to
get started, quickly
plan, and easily keep
projects on track.
Quickly access
recent files from
multiple locations
Search for more
templates on
Office.com
Get started
experience for
new users
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Stay organized
See your plan right away with
the timeline.
Calendar date
extended to 2149
Consolidate multiple
projects into Master
project on SharePoint
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Deliver projects successfully • Avoid costly
breakdowns in
teamwork with
effective ways see
and share the data
to team members
and executives.
Share and discuss progress
with others quickly.
Visual Reports - Easily create
modern looking reports to
share with your team.
Only available in Project
Professional 2013/Project
Pro for Office 365
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Deliver projects successfully
Team Planner -
plan and manage
resources
Only available in Project
Professional 2013/Project
Pro for Office 365
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Improve everyday collaboration
• Effectively track
status, receive
changes and utilize
more out-of-the-
box features that
work seamlessly
with other Microsoft
applications to
improve team
collaboration.
Instant message real-time
conversations through
Lync integration
Project Site directly
from the Backstage
in Project
Only available in Project
Professional 2013/Project
Pro for Office 365
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Improve everyday collaboration
• Effectively track
status and receive
changes from
virtually anywhere
List synchronization
between SharePoint
and Project
Search SharePoint to find
the right information in
the right context.
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Simplify IT
Find apps in the Office
Store or SharePoint Store.
Distribute or provide
access through a
corporate app catalog.
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Simplify IT • Manage installation,
control service
updates, or adjust
settings with ease
and efficiency to
help you and your
team stay on top of
projects and
programs.
A straight forward sign-
up experience directly
from the web gets you
started quickly.
Project Online and Project
Pro for Office 365 offer
24/7 service and support.
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Capability Project Standard Project ProfessionalProject Pro for
Office 365Project Server/CAL Project Online
Project Online with
Project Pro for
Office 365
Project scheduling & costing
SharePoint task sync
Lync presence
Project Server sync
Enterprise project management
Enterprise program management
Enterprise portfolio management
Enterprise Value
Group Policy
Volume Activation
Terminal Service
VDI
Subscription Value
Click to Run Deployment
Version Upgrades SA Only SA Only
Project on Demand
Transitions rights to Office 365 Updated EA Updated EA
License Type Perpetual per Device Perpetual per Device Subscription Per User Perpetual User/Device Subscription Per User Subscription Per User
Choose the right product for you
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
What is Microsoft PPM
• Select • Plan • Manage • Create
Demand
Management
Portfolio
Management
Work Planning
Resource Management
Collaboration &
Reporting
Time Management
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Project version comparison
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Project – 2003, 2007, 2010, 2013 comparison
Getting started -- engaging ways to get started and quickly plan projects 2003 2007 2010 2013 Pro for 365
Microsoft Fluent user interface, the Ribbon
Contextual right click menus
Online help
Zoom controls
Backstage™
Project templates
Identity management plus SkyDrive integration
Get started experience for new users
Stay organized -- a better way to stay organized and easily keep projects on track 2010 2013 Pro for 365
Custom fields
Enhanced copy/paste across Microsoft Office apps
Automatic scheduling
User-controlled/Manual scheduling
Top down summary tasks
Placeholder text in Project Fields
Active/Inactive Tasks
Multiple level undo
Budget planning
Manage non-working time
Gantt chart, calendar, and task sheet views
Network diagram view
Deadlines
Formulas and graphical indicators
Group and sort Project data
Filtering
Auto-complete
Add columns
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Stay organized -- continued 2003 2007 2010 2013 Pro for 365
Change highlighting
Formulas and graphical indicators
Baseline rollup
Master projects on SharePoint
Cross-project Critical Path
Calendar date extended to 2149
Resource planning and management 2013 Pro for 365
Work, Generic, and Material Resources
Cost resources
Team resources
Team Planner
Resource sheet and usage views
Resource leveling
Resource substitution
Deliver projects successfully -- effective ways to see and share the
data you want to precent to team members and executives 2010 2013 Pro for 365
Timeline View
Reports
Visual Reports - Easily create modern looking reports to share with your team.
Compare project versions
Task inspector
Update progress
Task Path
PDF/XPS output
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Improve everyday collaboration -- track status,
receive changes and utilize more out-of-the-box
features to improve team collaboration
2003 2007 2010 2013 Pro for 365
Presence with Lync - See at-a-glance if a team member's available,
call or IM them from directly within Project.*
Create a Project Site - Quickly create a Project Site directly from
the Backstage in Project.**
Task List Sync to SharePoint**
Publish Projects to Project Server/Online
Save a file to SharePoint**
Simplify IT -- helps you and your team stay on top of
projects and programs 2003 2007 2010 Pro for 365
Continuous data back-up***
Click-to-Run - Quickly install the most recent version of Project Pro
for Office 365 on your PC.
Project On Demand - Project Pro for Office 365 can instantly
stream the most up-to-date version of Project to different PCs
when you're on the go.
Office Store - Find apps in the Office Store to meet unique
business needs.
All Project Professional 2013 features included in Project Pro for Office 365
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Hardware and software requirements
Microsoft Project Standard 2013, Project Professional 2013, and Project Pro for Office 365 system requirements
Computer and Processor 1 Ghz or greater x86/x64 Processor with SSE2 instruction set
Memory 1 GB RAM (32 Bit) / 2 GB RAM (64 Bit)
Hard disk 2.0 GB available
Operating System Windows 7, Windows 8, Windows Server 2008R2 or Windows Server 2012 with .Net 3.5 or greater
Graphics Graphics hardware acceleration requires DirectX10 graphics card
1024x576 minimum resolution
Browser Internet Explorer 8, 9, 10, Firefox 10.x+, Safari 5 (Mac), Chrome 17.x.
Other
Touch features require a touch enabled Windows 7 or Windows 8 PC
Certain functionality may require internet connectivity
Microsoft SharePoint Server 2010 or later, Microsoft SharePoint Online required for task synchronization
Lync required for presence notification
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Hardware and software requirements
58
Project Server 2013 requires SharePoint Server 2013 and the Office SQL Server 2008 AMO objects.
Internet Explorer Internet Explorer 8, 9, 10, Firefox 10.x+, Safari 5 (Mac), Chrome 17.x. is required for a Project Server 2013 installation and for client
computers that will be using Project Web Access
Microsoft Excel Excel 2013, Excel 2010; Project Online: Excel 2013 only
SharePoint Server 2013 Edition
Project Server 2013 runs as a SharePoint Server 2013 service application. As such, SharePoint Server 2013 is a required prerequisite for
Project Server installation.
SQL Server SQL Server 2012 (64-bit), SQL Server 2008 R2 with Service Pack 1 (SP1) (64-bit)
Database Engine, Analysis Services, Management tools, Connectivity components, The SQL Server Agent service must be running.
To upgrade from a Project Server 2010 environment, Project Server 2013 does not support SQL Server 2005.
Windows Server Windows Server 2008 R2 SP1 (Standard Edition (64-bit), Enterprise Edition (64-bit), Datacenter Edition (64-bit))
Optional Exchange 2007 SP1 or later
Team Foundation Server 2010 for Application Lifecycle Management
More Information please go here for more information http://technet.microsoft.com/en-us/library/ee683978(v=office.15)
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Using the Offer • Prioritize customers who have Project Standard on SA
• Start with the Project Overview deck to show the value of the release
• Ask Microsoft about the opportunity to convert old licenses to SA
• Continue to position Project Standard, Project Professional, Project Server on Enterprise
Agreements as the best solution for larger customers.
Project Professional 2013 is Microsoft’s best project management
application in the market place
Terms and Conditions • 15% discount of Step Up SKU’s
• Duration 12/1/2012 to 6/30/2013
• Offered to Enterprise, Enterprise Subscription, USG, Select Local, Select Plus, Open Value
and Open Value Subscription customers
• Available worldwide
• Visible on pricelist (with exception to Enterprise, Enterprise Subscription, USG Enterprise
Company Wide (CUS) offerings, which are lead status)
Schedule a call today with your accounts and discuss - • The value of the new Project 2013 release
• The great features of Microsoft Project Professional 2013
• How your investment in software assurance can help you get to Project Professional at a great price.
• How you can transition Project Professional to the cloud in Office 365
Additional program details available here - www.microsoft.com/licensing
Project Step Up Offer 15% Discount on Step Up to Project Professional for Project Standard under SA
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Using the Offer • Prioritize customers who have Project Server and ECAL Suite, alternatively those with
high SharePoint Enterprise CAL holdings
• Start with the Project Overview deck to show the value of the release
• Continue to position Project Standard, Project Professional, Project Server on Enterprise
Agreements as the best solution for larger customers.
Project Server 2013, provides unified project and portfolio management to help organizations prioritize investments, align resources and execute projects efficiently and effectively
Terms and Conditions • 55% discount on License/Software Assurance (LSA) SKUs if purchased companywide
• Offered to Enterprise, Enterprise Subscription and USG customers
• Available worldwide
• Visible on pricelist (with exception to Enterprise, Enterprise Subscription, USG Enterprise Company Wide (CUS)
offerings, which are lead status)
• Duration 12/1/2012 to 6/30/2013
• Requested the creation of a Price Differentiator of “Company Wide Promo” to be included in the SKU description
Schedule a call today with your accounts and discuss - • The value of the new Project 2013 release
• The great features of Microsoft Project Server 2013
• The potential enterprise scenarios applicable to using Project Server
• Optionally how your current investment in Project Server & ECAL Suite can be amplified with this offer.
• How you can transition Project Server to the cloud in Office 365
Additional program details available here - www.microsoft.com/licensing
Project Server CAL Companywide Offer 55% Discount on Project Server CAL if purchased companywide
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Project Server – technical & license dependencies for 2013
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Project Server version compatibility matrix
Project Desktop and Project Server
Project Server
2007
Project Server 2010 Project Server 2013 &
Project Online
Project Professional 2013, Project Pro
for Office 365 Not Supported Not Supported Full connectivity
Project Professional 2010 Not Supported Full connectivity Not Supported
Project Professional 2007 Full connectivity Connectivity to Server in BCM*
(Project Professional 2007 SP2 required) Not Supported
Installation Requirement Will coexist on the same
farm with
Will NOT work with
Project Server 2013 SharePoint Server 2013 Enterprise SharePoint Server 2013 Enterprise SharePoint Foundation 2010
Project Server 2010 SharePoint Server 2010 Enterprise SharePoint Server 2010 Enterprise Office SharePoint Server 2007
Project Server and SharePoint Server
©2013 Advisicon Inc. – “Helping you build a Project Management Culture”
Upgrade now - support for Project 2003 is ending It’s time to upgrade—don't wait until the end of support for Project 2003 to get the new Project of your choice (on-premises or in the cloud)
Security Risk
Compliance Risk
Compatibility Issues
Lack of Ongoing Updates
Complete support, including key security updates to keep
you fully compliant
Non-security hot fixes
Assisted-support options
Technical content updates
Updated Project tools to help you increase productivity and drive revenue