EPM and Visio presentation for Microsoft Project Sever 2007

1. Sharon Summers Ryan Pace
ITVAMP, LLC Rolanda Rascoe
a Microsoft partner Microsoft Corporation

2. Visio can be used in EPM Solutions from both a ‘Top Down’ and ‘Bottoms Up’
perspective to improve Project Management
BUSINESS
INPUT
Decision-making
1) Visualize complex information to better understand it
Strategic 2) Explore information to identify trends and issues and act on them
Capabilities 3) Communicate using diagrams that can be shared with a broad audience
Improve Project Management
1) Use Visio as a Communication Tool
Technical 2) Design Custom Notations and analyze in Microsoft Project
Capabilities 3) Create Visual Reports to more effectively represent your project
Implementation
PROJECT
INPUT

3. Visually report on complex project data
Generate reports directly from Microsoft Project and Microsoft SharePoint Server 2007
Better understand key performance indicators, trends, and alternative views
Easily configurable templates - Pivot Diagram form
Automatically modify the reports as project information changes
Display Executive Reports and Proejct
Good for Executive Reporting and Project Dashboards
3

4. Build your Work Breakdown Structures Right in Visio.
Free WBS Modeler Add-in can be downloaded from Microsoft.com or Visio toolbox.com
Export you WBS right into Microsoft Project
Create your PMO Process with the Visio Modeler
CUSTOM NOTATION PROCESS
1. Create a customized drawing in Visio
2. Use WBS Modeler to map drawing data to
Microsoft Project format
3. Export to Microsoft Project
4. Define project plan and details in
Microsoft Project
5. Import data back to Visio for a visual
representation
6. Modify data on the spot in Visio
7. Export data to Microsoft Project
8. Manage ongoing project details in
Microsoft Project
• This enables you to work with information in a way that is unique to
your project, organization, and/or industry
4

5. Visio 2007 provides value to the Project Management Office (PMO) as well as
individual departments within an organization
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• Visio 2007 enables individual departments to easily create, manage, and
represent projects
• Visio 2007 enables PMOs to consolidate complex data from multiple sources in
order to articulately represent company-wide projects
• Facilitates valuable reporting to executive management

7. The Management of Projects from an
enterprise level.
In order to establish an EPM Solution, a
Microsoft Technology Solution is installed
that provides a shared view to all projects,
such as a Project Server.
The primary step to building an ePMO
(Enterprise Project Management Office)
is to build your EPM Process.
The Process Tool to the EPM is Visio
Professional 2007

8. Build your EPM Process Model
Visio can directly map process to the
Microsoft EPM Tool.
Map your technical requirements to the
Business Process
Helps with understanding the difference
between IT Process vs. PMO Process
Capture all Audit controls
Displays all Associated Artifacts
Sees all handoffs
Assists in managing communications
Know who is performing the work and more

9. Use Visio as the EPM Process Module for
the Microsoft EPM Suite of products
Use Visio to build your ePMO
Use Visio to manage your PMO Workflow

10. Consistent User Interface
Project ePMO
PMO Process Portfolio Communications
Management
Project Management Capabilities
Demand Management Resource and Schedule Portfolio Analytics
Management
Governance Workflow Timesheet Reporting
Portfolio Selection Collaboration Program Management
Collaboration Capabilities
Business Process Enterprise Content
& Forms Management Business Insight
Collaborative Workspaces
Search
Portal
Demand
Management Plan & Execute Business Insight

11. ePMO Universe
6Sig CMM
Build Process
Install Technology
Link Methods
PMI SDLC

12. The Foundation of an enterprise PMO
Visio is the building Block for an ePMO
Build PMO Rules
Follow Best Practice
Map to Standard Operating Procedures
Display EPM Links to Financial and HR
Databases or Processes
Create PMO standards
Flag Sarbanes items
Mark PMO & Quality Signoffs
Incorporate Stage Gates & Lifecycles
Link to any Methodologies

13. Track communications in Visio Workflows
Flag correspondences via email or phone
Note handoffs & key ePMO deliverables
Show Meetings
Flag SOX controls

14. Process Steps
Roles
Inputs/Outputs
Communications
Handoffs
Artifacts
Deliverables
Controls
Approvals
Gates

15. ENGINEER
RE-ENGINEER
Build your EPM with the Best Practice
Engineer your EPM Process for your
Enterprise PMO
Install your EPM Technology

16. Process Engineers Resource Analysts
PMO Directors Resource Administrators
PMO Analysts Resource Manager
Portfolio Managers IT Architects
Portfolio Analysts Project Administrators
Program Managers Project Coordinators
Project Managers Sr. Project Managers
Financial Analysts HR Representatives
Financial Managers Key Stakeholders
Functional & Dept. Customer Relationship
Managers Managers

17. Chief Executive
Officer
Admin
Assistant
Marketing Operations Finance
IT Director PMO Director Audit Director HR Director Business Director Marketing Director
Director Director Director
IT Financial Customer Relationship
Marketing Manager
Operations Manager PMO Officer Quality Manager Functional Manager
Manager Manager Manager
Resource System Portfolio Internal
Architect Product Manager
Manager Engineer Manager Auditor
Resource System Program Sales
Administrator Administrator Manager Manager
DB Project
Admin Manager
Project
HELP DESK
Admin
Project
Leader
SME

18. Build your ePMO in Visio
Sharon Summers

19. Sharon Summers
President & CEO
ITVAMP, LLC

20. Governance Portfolio Program Project
Management Management Management Management
Resource Quality Financial Change
Management Management Management Management
Risk/Issue Vendor Time Strategy &
Management Management Management Scoping
Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows

21. Sub-Process Workflow areas
Resource Financial Portfolio Quality
Management Management Management Management
Resource Financial Dashboard
Stage Gate
Allocation Analysis Reporting
Resource Financial Project Release
Optimization Reporting Registration Mgmt.
Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows

22. EPM Process Associated Artifacts
Portfolio ITVAMP has a
Management Templates & Forms
Library ready for
Branding as Artifacts
to go along with
Dashboard your Visio 2007
Reporting
Dashboar Workflows and
d Rpt. designed in the
Microsoft Office
Suite of products
Project
Registration
Registratio
n

23. Build from ITVAMP Framework
View Best Practice EPM Process
Select any EPM Process Area (30d per area)
Customize your ePMO
Brand Templates & Forms
Implement or map to existing EPM Solution,
Process or Methodology

24. Current State of High level PMO Framework
Review of Methodologies
State of EPM Toolset with recommendation
ePMO recommendation
http://Linke here

25. Contact us!
ITVAMP, LLC
200 Campbell Drive, Suite 236
Willingboro, New Jersey 08046
732-331-3045
We Revamp Your IT with Project Management Methodology!
http://itvamp.wordpress.com

26. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
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 changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.