Project Portfolio

Management:
Doing the Right Things Right

Agenda
What is Project Portfolio Management
(PPM)
Understanding the PPM lifecycle and
core processes
Introducing Microsoft EPM solution
Demonstration
Implementing Microsoft EPM solution
Conclusion: Realized PPM Benefits

What Is Project Portfolio

Management?

Project Portfolio Management is the continuous process of

identifying, selecting and managing a portfolio of projects in
alignment with key performance metrics and strategic business
objectives

Select And Deliver The Right

Things

0%

Improving
Portfolio Management

Unrealized
Value

Realized
Value

Value from

Improving
Project
Management

Value from Portfolio Management

DOING THE RIGHT THINGS

100%

Project Management

DOING THINGS RIGHT

100
%

How PPM Helps The Organization

Alignment
Portfolio
with Business
Management Objectives

Enterprise
Visibility &
Project
Control
Management

Work
Collaboration Management

Executives and
Portfolio Managers

PMO, Resource and

Project Managers

Project Team
Members

Processes and
Tools

Demand
Management
Portfolio Selection
Capacity Planning
Portfolio Reporting

Resource
Management
Financial
Management
Project Reporting
Project Scheduling
Program
Management

Time Reporting
Team
Collaboration

Project Portfolio Management

Lifecycle

Create

Select

Plan Manage

Core PPM Processes

Create

Plan

Select

Manage

Demand
Management
Portfolio
Selection
Capacity
Planning
Resource Management
Financial Management
Time Reporting
Portfolio Reporting
Project Reporting
Project Scheduling
Team Collaboration
Program Management

Create

Standardize the collection of all work across the Enterprise

Create

Select

Capture all requests,

from work orders to
strategic projects
Standardize metrics,
valuation criteria and
templates
Control investments
through governance
workflow

Plan

Manage

Select

Invest in project portfolios that align with strategic priorities

Create

Select

Objectively prioritize
business drivers and drive
consensus
Derive varying priority
scores to evaluate
competing investments
Identify portfolios that align
with strategy and maximize
ROI
Utilize advanced portfolio
analytical techniques to
reach the Efficient Frontier

Plan

Manage

Plan

Finalize project delivery roadmap based on resource availability

Create

Select

Identify resource gaps

across the planning horizon
Finalize release roadmap
and headcount
requirements to maximize
resource utilization
Search for team members
with availability and assign
to project
Finalize plan and baseline
before moving into
execution

Plan

Manage

Manage

Measure and track performance at the project and portfolio level

Create

Select

Collaborate to effectively
deliver selected projects
Proactively monitor portfolio
performance and visualize
trends
Drill down to the project
level to assess risks, issues
and status
Track and compare budget,
actual and forecast values
Take corrective actions to
improve project
performance

Plan

Manage

Microsoft Project Evolution

200
8

Financial
Management Resource
Managemen
t

199
6

Scheduling
Simple
Reporting
Task
Management
E-mail
and Print
Resource Tracking

Portfolio
Management

Reporting

Program
Management Project
Collaboration

EPM Solution Architecture

Executives &
Portfolio
Managers

+
PMO, Resource &
Project Managers
+ Team Members

LoB
Systems

EPM SOLUTION
Create

Select

Plan

Manage

Demo Storyboard

Gradually Mature Your PPM

Processes

Assess your current maturity and plot a course for

Plan
Create
Select
Manage
success
Phase 3

Phase 3
Future
State
Phase 2
Phase 1

Current
State

Phase 3
Phase 3

Future
Phase
State2

Future
State
Phase 2

Phase 1

Phase 1

Current
State

Current
State

Phase
Future2
State
Phase 1

Optimized

Managed

Defined

Repeatable
Current
State
Initial

There Is No Particular Order

Start Top Down or Bottom Up
Top Down

Top Down

Portfolio
Management

Do The
Right
Things

Create

Manage

Select

Plan
Project
Management
Bottom up

Do Things
Right
Bottom Up

Realized Benefits
We have unbelievable visibility
of whats going on in the
corporation and thats all
because of Microsoft Office EPM
Solution. Id say we
save 6065 percent in
Improve
straight efficiency."
Visibility

Maximize
Value

CREATE

SELECT

MANAGE

PLAN

Improve
Effectivenes
s

Reduce
Execution
Risk

Our Microsoft Office 2007

EPM Deployment is gives
our executives easy access
to the clear and concise
information they need to
manage our complete
portfolio of projects.

"The Microsoft Office EPM

Solution is giving us a much
better handle on the decisions
we make. It is helping us move
to a more strategic
project model.

We are moving
away from what I
consider an ad hoc
model of planning
where we would initiate
a project without considering
the effect it would have on
the greater organization.

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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to
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date of this presentation.
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