41
David Rosenthal VP & GM, Digital Business Solutions Razor Technology January 22, 2018 Microsoft Project & Portfolio Management

Microsoft Project and Portfolio Management

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Page 1: Microsoft Project and Portfolio Management

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David Rosenthal

VP & GM, Digital Business Solutions

Razor Technology

January 22, 2018

Microsoft Project & Portfolio Management

Page 2: Microsoft Project and Portfolio Management

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Projects often fall short of their potential

Do the right projects

of surveyed companies

reported high alignment

between projects and strategy

43%

62%

untappedpotential

currentoutcomes

Do the projects right

of projects meet theirgoals—a number essentially unchanged since 2012

Project Management Institute. “Pulse of the Profession: The High Cost of Low Performance.” 2016.

Page 3: Microsoft Project and Portfolio Management

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Microsoft PPM is a comprehensive and intelligent solution that propels successful execution from strategy to outcomes through the Microsoft Cloud

Strategy OutcomeIdeate Plan Execute

Collaboration

Insights

Extensibility

Microsoft Cloud

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Microsoft PPM is best equipped to transform strategy into high-impact outcomes

Ideate

Ideate and develop project proposals that

advance corporate strategy

Plan

Select effective portfolios and

devise pragmaticproject plans

Execute

Orchestrate execution and help ensure performance and

outcomes are on track

Collaboration

Boost teamwork through inherent

collaboration through Office 365

Insights

Gain at-a-glance insights to make

informed and timely decisions

Extensibility

Customize and extend Microsoft PPM to best

serve the business environment

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IdeateIdeate and develop project proposals

that advance corporate strategyEncourage ideation

Capture business demand

Translate strategy into actionable goals

Establish standards and governance

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Establish standards and governanceConfigure Microsoft PPM to meet the needs of the business

Use workflows to help ensure projects follow a desired lifecycle

Create custom templates or reuse out-of-the-box templatesfor each type of initiative (e.g., project, program, etc.)

Create custom views and reports for simplified communications and decision making

Implement and adhere to industry standards andpreferred PPM techniques

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Translate strategy into actionable goalsDefine business drivers to help achieve results that advance corporate strategy

Define business drivers for each portfolio (e.g., product division portfolio, IT portfolio, etc.)

Develop a quantitative impact scale for each business driver

Assign weights to business drivers to help decision makers prioritize goals

Communicate business drivers to all stakeholders

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Capture business demandOffer a simple way to propose projects

Input demand details, including benefits, estimated costs, required resources, and the impact on business drivers

Assess all demand types, including large programs and projects, smaller initiatives, and ongoing work streams

Easily customize data entry forms and approval routing workflows for each demand type

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Encourage ideationSolicit ideas from across the organization and manage ideation funnel

Empower individuals by including them in the ideation process

Energize brainstorming through a collaborative ideation approach

Control the ideation funnel to give structure to the ideation process and help ensure the right ideas are selected

Create custom mobile apps to capture ideas on the go

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PlanSelect effective portfolios and devise

pragmatic project plans

Conduct high-level portfolio planning

Select the right projects

Develop realistic project plans

Manage resource demand and assignments

Manage large programs

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Conduct high-level portfolio planningGain immediate insights into benefits, costs, and strategic alignment of proposed projects

Identify and visualize the impact project proposals have on defined business drivers

Quickly understand the benefits, costs, and strategic alignment of proposed portfolios

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Select the right projectsDevise portfolios that maximize benefits and honor constraints

Feed the optimization model with resource and financial constraints

Force mandatory, preapproved projects, like regulatory initiatives, into the portfolio

Model what-if scenarios to compare alternative portfoliosfor more informed portfolio selection

Formalize project approvals by selecting the optimal portfolio

Perform ongoing portfolio optimization as new work emerges or business priorities change

According to Forrester, 75% of surveyed companiesexperienced better strategic and organizational alignmentwith Microsoft PPM

Forrester. “The Total Economic Impact of Microsoft Office 365 PPM.” 2015.

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Develop realistic project plansConverge data points from across the business to create an accurate execution plan

Get started fast with premade templates, or build one from scratch to meet specific requirements

Create a work breakdown structure (WBS), map task dependencies and estimate work and task durations

Forecast role-based demand for resources

Devise a realistic project plan that considersmultiple planning dimensions like resource availability, task dependencies etc.

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Manage resource demand and assignmentsSupport project goals and the execution plan through thoughtful resource management

Compare resource demand forecasts to availability using visualized heat maps

Assign specific resources or formalize requests with a built-in engagement process for project and resource (line) managers

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Manage large programsMeet the unique management needs of large programs

Establish program-specific standards, like templates,views, and reports

Segregate program segments across different project managers as a best practice for managing large initiatives

Use built-in collaboration tools to drive alignmentand boost communications among program teams

Gain program insights with detailed and highlyvisual reports

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ExecuteOrchestrate execution and help ensure

performance and outcomes are on track

Boost efficiencies with self-reliant teams

Assess the impact of new and updated work

Visualize project metrics with built-in reports

Gain at-a-glance portfolio insights

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Boost efficiencies with self-reliant teamsEmpower team members to propose changes and submit time and task updates from anywhere

Enter time and task status updates for all project andnon-project work in a single place

Empower team members to add new tasks and amend assigned work as projects evolve

Encourage individuals to self-assign to “team tasks”

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Assess the impact of new and updated workUnderstand how resource and budget requirements change as projects evolve

Regulate change management by vetting submitted updates

Compare progress updates to baseline plans to assess the impact on project goals

Adjust and formalize project plans by publishing modifications for all stakeholders to see

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Visualize project metrics with built-in reportsInstantly create a variety of status reports to track and communicate performance

Create powerful status reports (see partial list below) in one click to track progress and identify negative trends in progress

• Burndown

• Cost Overview

• Overallocated Resources

• Earned Value

Leverage rich Power BI dashboards and reports to communicate project status and grab management’s attention

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Gain at-a-glance portfolio insightsRoll-up portfolio status highlights and steer executives to appropriate corrective actions

Customize insightful dashboards and reports to reflect portfolio performance at a glance

Help executives immediately identify root causes and drill into supporting data for informed and timely decisions

Juan Manuel Sánchez-Quinzá,

Director, Project Office, ABANCA

Financial Services

“A great advantage of Project Online is that senior

management can get an updated report on each

project and obtain a global view. Before, we invested

considerable time and resources in creating reports,

but now the process is quick and agile.”

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CollaborationBoost teamwork through inherent collaboration through Office 365

Collaborate in the cloud

Streamline information-sharing

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Collaborate in the cloudLeverage the Microsoft Cloud to boost coordination across project teams

Work across familiar, collaboration tools in Office 365 to drive better outcomes through more connected teams

Enable real-time access to project information from virtually anywhere to connect geographically dispersed project teams

Leverage native mobile apps for collaboration on the go

Launch ad hoc communications with Skype for Business for accelerated decision making

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Streamline information-sharingCollaborate on all pertinent project information to increase efficiencies and quality

Share plan updates with team members to reduce time-consuming status meetings

Provide project teams a single repository in the cloud to store and share project documents

Host all team discussions in one place using an intuitivesocial feed

Surface and manage risks and issues in SharePoint Online

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InsightsGain at-a-glance insights to make

informed and timely decisions

Derive advanced analytics with Power BI

Visualize data in new ways

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Derive advanced analytics with Power BIBuild custom dashboards and reports to see PPM data in different, more-applicable ways

Build and share custom Power BI dashboards and reports using a variety of visualizations, like maps, to meet specific needs

Integrate data from multiple sources (e.g., Microsoft PPM, financial systems, etc.) into Power BI analytics

Perform ad hoc analysis with natural language query and built-in predictive analytics capabilities

Access Power BI dashboards and reports from virtually anywhere to make informed decisions on the go

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Visualize data in new waysDiscover new insights with a Power BI Content Pack built for Project Online

Download Power BI templates from a newly released Content Pack for Project Online

Choose from 13 different templates that visualize data under three lenses:

• All-up portfolio

• Resource management

• A single project

View Content Pack templates and resulting data dashboards on a native Power BI iPad app built for Project Online

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ExtensibilityCustomize and extend Microsoft PPMto best serve the business environment

Manage projects your way

Use the right tool for the job

Enhance and tailor the PPM experience

Take PPM to the next level of intelligence

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Manage projects your wayGain project management flexibility with native agile and waterfall support

Leverage agile templates, reports, and Scrum- or Kanban-style board views to track projects your way

Create new agile projects or apply agile views to existing waterfall projects

Use a combination of agile and waterfall methodologies for a bimodal, balanced approach to meet specific project needs

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Use the right tool for the jobTap into the Microsoft productivity ecosystem for more project management options

Enable casual work managers to track task-based initiativesmore effectively with Office 365 Planner

Connect Project tasks to Planner plans so all stakeholders can see progress updates in their solution of choice

Use tools like Visual Studio Team Services (VSTS) or JIRA for software development projects

Embrace multiple tools and methodologies to match the preferences of different project managers and teams

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Enhance and tailor the PPM experienceCustomize user experiences with enhanced apps and partner solutions

Create codeless PPM apps to enhance mobility and other scenarios, like ideation, with PowerApps

Download specialized PPM add-ins developed by trusted Microsoft PPM partners from AppSource

Leverage partner solutions to integrate Microsoft PPM with third-party systems, like SAP or JIRA

Develop custom integrations and workflows with Azure Logic Apps and Flow

Rely on in-house development capabilities to build custom solutions using a dedicated Software Development Kit (SDK)

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Take PPM to the next level of intelligenceHarness a variety of powerful Microsoft intelligence solutions to boost PPM efficiencies

Pair big data with Cortana Intelligence Suite to perform predictive analytics and surface powerful insights

Include inputs from connected IoT devices for scenarios like preventative maintenance projects

Use Microsoft bots for labor-intensive and low-return PPM chores

Derive insights from text, speech, and visuals with APIs from Microsoft Cognitive Services

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Value of MicrosoftHarness cutting-edge cloud technology to

boost the Microsoft PPM experience

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Build on a leader in PPMMicrosoft PPM a leader in market and analyst reports

20 million users at more than 15,000 companies worldwide

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Company-wide and scenario-specificOne platform that meets PPM needs across industries and scenarios

“Microsoft Project improves the

preparation of reliable project

schedules, the staff’s view of the

progress of projects, the anticipation

and resolution of problems, and

facilitates communication within the

teams. It is, without doubt, an

important factor for improving

project management.”

Christian Borel

Central PMO Manager

Airbus Group

Large program

Kirt Eberts

IT Manager, Enterprise Scheduling Team

Intel

“We can consolidate

applications onto the

Project platform… With the

rich functions and features of

Project, we no longer need to

buy other products.”

IT PPM

Alain Simard

Project Control Officer, Portfolio and

Project Management, Cascades

Canada

“With Project Online, we are

able to continuously

implement the right projects

that align with Cascades

business strategy and then

execute those projects

efficiently.”

Services

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Harness the power of the Microsoft CloudIncorporate other Microsoft Cloud services for a powerful PPM solution

Enjoy all the benefits of the Microsoft Cloud, a leader in public cloud, through Microsoft PPM

Adhere to broader cloud strategy by adding Microsoft PPM

Leverage a broad set of innovative cloud services to satisfy growing PPM needs

PlannerAzure

VSTSPower BI

Office 365 Dynamics 365

Microsoft PPM

Microsoft Cloud

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Continuous PPM innovationBenefit from accelerated delivery of new PPM capabilities through the cloud

M i c r o s o f t

P P M S a a S

Getting started

experience

OData in

SSIS

Accelerated

reporting

Power BI

integration

Unlimited

instances

Heatmaps

Server 2016

Accessibility

PSA

connector

Advanced team

collaboration

30,000

projects online

Multiple

timelines

Resource

Engagement

Planner

connectivity

Refreshed Power BI

Content Pack

Native agile

support

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Be compliant and gain peace of mindMicrosoft PPM is built on the highly secure, private, and compliant Microsoft Cloud

Microsoft holds key certifications and attestations acrossvarious industries

Standard Industry or government

“At Microsoft, we believe that for the full benefits of

these new technologies to be realized, we must build a

solid foundation of trust. …To earn your trust, we have

pledged to build Microsoft’s cloud services on four

foundational principles: security, privacy and control,

compliance, and transparency.”

Brad Smith

President and Chief Legal Officer

Microsoft

HIPAA/HITECH Healthcare

SOC 1, 2 & 3 Financial Services

FERPA Education

FedRAMP United States

EU Model Clauses European Union

EU-US Privacy Shield European Union & United States

Canadian Privacy Laws Canada

ISO 27001 & ISO 27018 Broad IT security

GDPR (2018) European Union

DPAsApplies to more than 40 specific

security commitments worldwide

For more information please visit: https://www.microsoft.com/trustcenter

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Drive successful implementation and adoptionTake advantage of Microsoft programs and a trusted partner network to achieve success

Simplify implementation with dedicated Microsoft programs for adoption acceleration, like FastTrack

Choose from hundreds of Microsoft PPM partners for support in implementation and faster value realization

Benefit from the familiarity of an intuitive Office 365 experience

Rely on Microsoft standard support options and free, online training to boost user adoption

301%

is the expected ROI for

companies that adopt

Microsoft PPM

6.7months

is the expected payback

period for companies that

adopt Microsoft PPM

Forrester. “The Total Economic Impact of Microsoft Office 365 PPM.” 2015.

Claus Paulsen

CIO, DT Group

Retail

“The initial implementation of Project Online took very little

time. We started with the portfolio management part and

got the overviews that we wanted. Many project managers

were familiar with the tool, and getting the collaboration sites

to the project was a great advantage to them.”

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Choose the best-fit Microsoft PPM solutionA variety of Microsoft PPM products, built on the Microsoft Cloud, meet almost any need

Benefits ofcloud licensing

Per user,not per device

Subscription model

Lower costof entry

Predictable budgeting

Up-to-date software

User role Product Price

Portfolio managers

Resource managersProject Online Premium

XXper user per month

Team members Project Online Essentials XX

per user per month

Project managers Project Online Professional XX

per user per month

Kim Etheridge

Head of P3O Centre of Excellence, Capita

Professional Services

“The answer was almost knocking on my

door, telling me that it would be 50 percent

cheaper for us … to move everything onto

Microsoft Project Online. … The list of benefits

in terms of fulfilling our collaborative mission

was enormous.”

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Stay connected

Public websitehttps://products.office.com/project

Social media outlets

Microsoft Project

@projectMicrosoft Project Professionals Network

User feedback portalhttp://microsoftproject.uservoice.com

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