Title Subheading Date

Presented by

  
 

• Presented by
• Name

 

Title 
Subheading 
Date 

  
 
 
 
 
 

Projility

October 21, 2008 
 
 

text

Text 
 
 

Improving Project Management with Microsoft EPM 2007 
 

 

Agenda 

• Introductions
• What is Enterprise Project Management (EPM)?
• EPM/Project Server 2007 Overview and demonstration
• Solution examples (PMO Support, CPIC Support)
• Q & A

 
 
 

2  

Meeting Goal: Provide an overview of EPM and the business value it can provide to meet ongoing tracking and reporting requirements at NIH.

3  

Projility Overview 

• Minority-owned small business based in Vienna, VA
• Broad Base of Public Sector Customers
• US Federal Government
• Civilian
• DHS/Intelligence
• Federal contractors
• Services
• Microsoft EPM
• Earned Value Management
• SharePoint Collaboration
• Microsoft Dynamics CRM
• Management consulting
• Partnerships
• Top Service Providers
• ��Contractor-friendly��
• Contract Vehicles
• GSA Schedule 70
• NIH BPA HHSN263200800069B 
  

 
 
 

Mission: Improve our client��s business performance by providing tailored solutions that leverage expert advice, proven methods & suitable technologies

1. Integrated Master Scheduling & Project planning toolkit
2. Resource Management and Planning
3. Risk & Issue Management
4. Consistent reporting and analytics
5. Integrated collaboration environment
6. Dashboards for stakeholders

 
 
 
 

What an EPM Solution Provides 

Copyright 2007 PROJILITY, Inc.

Proprietary and Confidential  
 

Tools and processes for proactively tracking health, status, and reporting on project and programs

 

How Does the Microsoft EPM Solution Help? 

It

��

s more than project schedules,

            and resource management

�� 

It

��

s Doing the Right Things

�� 

• Analyzing Investments
• Modeling Potential Portfolios
• Establishing and weighting business drivers
• Making decisions based on objective criteria

 

��

and Doing the Right Things Right 

• Execution and Monitoring
• Project scheduling
• Resource assignment
• Team collaboration
• Deliverable tracking
• Budget predictability
• Risk Management
• KPIs

 

Decide 

Perform and Measure

EPM supports the Project Management Lifecycle 

[6 ]

Who uses EPM? 

Do the Right Things

Analyze

Model

Decide

Govern 

Executives 

Team Members 

Execute

Understand Context

Collaborate

Update

work progress

, risks

R

eport 

Project/Program

Managers 

Do the right things right

Schedule

Budget

Assign

Monitor

R

eport

The Microsoft 2007 Solution Architecture 

Line of Business Systems 

Executives

Portfolio Analysts

Application Managers 

Project & Program Managers 

Executives

Resource Managers

Team Members

Contractors

Customers/Partners 

• Financial
• HR
• EVMS  - PD

 

IE Browser 

IE Browser

9

Why Microsoft EPM? 

1. Time
2. Cost
3. Risk
• Leverages existing investments in people and tools (MS Office, Project)
• Requires ongoing configuration NOT customization
• Most widely-used and supported project management application across the Federal government and contractor community

 

 
 

11  

��

PMBOX

��

Program Office Solution

CPIC Central:  

Visibility & Insight via a web-based dashboard

Projility

��

s role 

Project Management 

Professional Staff Support

Q&A 

14

[15 ] 

Points of Contact 

Rob Hirschmann

Corporate Vice President

rhirsch@projility.com

Office: 703.448.6777 x706

Cell: 443.226.6160 

Mark Czajkowski

Inside Sales Representative

Office:703.448.6777 x105

mczajkowski@projility.com

   

www.projility.com

Project Server & SharePoint 

• Programs
• Projects
• Resources
• Tasks
• Issues
• Risks
• Assets (documents and deliverables)

Provides integrated collaboration environment (MOSS) that can leverage outside data sources and web parts to create project/program

��

portals

��

 

 
 

17  

Licensing (Client) 

Users 

Product 

• Project Managers
• Resource Managers
• System Administrators

 

Project Professional 

Project Server CAL

(Web Access)  

• Team Members
• Executives
• Resource Managers

 

Portfolio Server CAL

(Web Access) 

• Executives
• Portfolio Analysts
• Project Managers

 

• Application Managers

 

SharePoint Portal

Server CAL* 

• All

 
 

18  

Licensing (Server) 

Usage 

Product 

SQL Server 

Project Server 

• Planning/scheduling
• Resource assignment
• Project tracking

 

Portfolio Server 

• Portfolio Governance
• Business Case Dev
• Benefits Forecasting

 

• Prioritization / Valuation
• Portfolio Optimization
• Adv Portfolio Analytics

 

• Capacity Planning
• Portfolio Reporting
• Benefits Realization

 

SharePoint Portal

Server 

Windows Server 

• Time reporting
• Resource management
• Status reporting

 

• Document Management
• Proposal Workflow
• Search

 

• Relational Database
• Analysis Services
• Reporting Services

 

• Operating System
• Windows SharePoint Services
• SMTP Mail Server