A Project and Portfolio Management (PPM) system is a common need within most IT organizations. In addition to PPM, IT organizations must also have systems in place for the management of other types of work such as products and services. Now, IT organizations are thinking outside of the box. If you must do more with less, what better way to protect your PPM investment and minimize costs then to leverage the same platform to bring Project Management, Product Development and Service Management to your IT organization?
Extend Your PPM Application for Projects Products and Services
1. Get the Most Out of Your PPM Solution!
Extend your PPM Application into a Comprehensive IT
Infrastructure for Projects, Products and Services
Christina Williams
2. Topics
SharePoint
– Common Uses
– Expand your SharePoint Deployment
EPM Live for IT Planning and Control
– Projects
– Products
– Services
4. SharePoint in the Organization
Free version available and easy to start
Users freely add sites/workspaces
Document storage and collaboration
– Improvement over file shares and local storage
– One version of the news
Team sites for general collaboration
– Lists, announcements, other
Scalable Solution
Capabilities greatly underutilized
8. Business Value Proposition
No need for separate, expensive
applications
Generate increased value from the
investment in SharePoint
Increased efficiency by workers
getting all work in a single solution
Opportunity to retire multiple
solutions that can be handled in one
9. Work is Everywhere
Select Plan Execute Control Close
To dos Application
Project Tasks
Issues Backlog
Documents
Defects Approvals
User Recurring
Stories Maintenance
Incidents
Changes
Deliverables
Testing Bugs
10. Disconnected Systems & Processes
Service Application Project
Management Management Management
• Requests • User Stories • Tasks
• Problems • Defects • Issues
• Changes • Tasks • Changes
• Testing • Actions
• Maintenance
• Work is managed by parallel processes
• Multiple entry points of work that is associated
• Departmental silos enforcing their own
processes, priority and deployment
11. EPM Live’s PPM Platform
Enterprise Work
Portfolio Schedule Resource Cost Time Work
Management Management Management Management Management Management Capabilities
Demand Management
Project Portfolio Service
New Product Development
Management Management
Apps
(Work Processes)
Projects Accounts Opportunities Contracts Products Maintenance
To-dos Actions Approvals Changes Bugs Tasks Backlogs
Issues Applications Deliverables Documents Service Requests Defects Work Features
Integration
Other
LOB’s
13. One PPM Platform, Multiple Clouds
Integrate with Other Leading Best of
Breed Cloud Platforms
Projects Accounts Opportunities Contracts Products Events
To-dos Actions Approvals Changes Bugs Tasks Backlogs
Issues Applications Deliverables Documents Service Requests Defects
14. SaaS Benefits
Lower initial costs
Pay for what you use
Faster and less-expensive implementations
Lower risk
Reduced operational management
requirements
Lower upgrade costs
Lower switching costs
Higher user adoption due to anytime
access, and only internet access is
required.
15. End to End Project & Work Management
Strategic
Project & Work
Management
Tactical
Project &
Work
Management
16. Enhanced Resource Management Capabilities
Strategic
Project & Work
Management
Tactical
Project &
Work
Management
17. EPM Live - All Work Together
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Select Application Portfolio
Work Releases, Backlog, Test Cases
Execution
Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all work through a common governance and control
structure.
18. EPM Live - Execution Overview
Service Application Project/Portfolio
Management Management Management
19. Demand Management
All Work Requests
are captured from
common Self Service
Portal
Enhance business
user experience with
full visibility of entire
request process
Route Requests to
appropriate team
based on type of
work Requests Projects Applications
Empower Your Business Customer to
Submit Request Through Web Forms
20. IT Governance
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Work
Type
Application Portfolio
Releases, Backlog, Test Cases
Execution
IT Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all IT work through a common governance and control
structure.
23. Service Requests
Maintain all service
requests from a
single location
Meet unique needs
based type of service
request
Increase efficiency
through instant
visibility and
assignment
All service requests at your
finger tips
24. Service Level Agreements
SLA terms logged in
a single system
Service personnel all
aware of contractual
obligations
Customers receive
consistent levels of
service
Manage service agreements as
negotiated
25. Account & Contract Management
Consistent customer
service for internal
and external
customers Account Services Metrics
Contract details
visible, accessible
and enforceable
All customer work is
manageable, traceab
le, and consistent Contract Metric
Account & Contract Information
at your Finger Tips
26. ITPC Governance
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Work
Type
Application Portfolio
Releases, Backlog, Test Cases
Execution
IT Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all IT work through a common governance and control
structure.
28. Key Application Management Features
Application Portfolio Management Agile Schedule Management
Resource Management Cost Management
Task & Work Management Time Management
Test Case Management Defect Management
Change Management Document Management
Reporting & Business Intelligence TFS Integration
29. Application Portfolio Management
Maintain inventory of all
company applications and
assets
Roadmap lifecycle and
maintenance of all
application investments
Achieve efficiencies and
eliminate redundancies
Applications managed as
valued assets
All application metrics
tracked and maintained
Application related projects
and maintenance all Manage application assets
managed centrally
throughout their useful lifecycle
30. Agile Management
Iterative
development and
maintenance of
application assets
Common tools for
agile, projects and
services
Integration with
TFS Integration
SDLC tools like TFS
Iterative application and
product development
31. IT Governance
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Work
Type
Application Portfolio
Releases, Backlog, Test Cases
Execution
IT Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all IT work through a common governance and control
structure.
33. Project Portfolio Visibility
All aspects of project
management
tracked
Project details
automatically rolled-
up to central
portfolio views
Quickly access
project associated
items to analyze All project management data
portfolio health and metrics from a single
source
34. Project Schedule Management
Detailed project
schedules and
assignments in a
single system
Bi-directional
integration with MS
Project
Online Project
Planner for non-MS Online Project Planner Microsoft Project 2003, 07, 10
Microsoft Project Server 2007, 10
Project users
Detailed schedule management
in SharePoint with EPM Live
35. Resource Management
Gain Greater Control
of Project Resources
Resource Planning
Across All Work
Resource Capacity
Planning
Resource Workload
and Availability
Gain Visibility into All
Resource Demands
38. Resource Capacity Planning
Forecast resource
demand for all
portfolio items
FTE or hours based
planning
Resource Capacity
Planning for all
Portfolio items
Demand vs. Capacity
Gain Visibility into All
Resource Demands
40. EPM Live - All Work Together
Business Value
Applications
Services
Incidents
Service Portfolio Projects
Incidents, Changes, Problems
Projects
Reporting
Changes
Metrics
Dashboards
Status Reports
Select Application Portfolio
Work Releases, Backlog, Test Cases
Execution
Demand Resource Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel all work through a common governance and control
structure.
41. Pre-built Solution Apps & Templates
Keep your entire team informed, accountable and connected in a
centralized, web-based environment that is easy-to-use and rapid
to deploy
PMI (PMBOK)
Agile (SCRUM)
MSF
Prince2
CMMI
Professional Services
Project Management Office
Program Management
Construction
EPM Live provides prebuilt project workspace templates
to help get project teams up and running quickly
42. Resource Management
Gain Greater Control
of Project Resources
View Resource
Assignments for All
Work
Resource Planning for
Projects, Applications
and Service related
activities
Resource Workload
and Availability Gain Visibility into All
Resource Demands
43. Work Management
Initiate Plan Execute Control Close
Risks
Updating Task Status Actions
User Stories
on All Work Assigned Issues Documents
To You Defects
Contracts
Tasks
Problems Defects
Sign Up for Task Bugs Approvals
Deliverables
Status Alert Emails Recurring Changes
Requests Maintenance
Create New Work
Items From a Single
View
Manage and Track All Work
Assigned To You
44. Time Management
Report time-phased
actual work on any
SharePoint Work item
Save, Submit, Select
Period, Add, Remove
Timesheet Items
Capture special time
categories such
as billable, non-
billable, regular, overtim
e, and more
Integrate with LOB
applications: Microsoft
Project & Project
Server, QuickBooks, Micr
Understand what it really takes
osoft Dynamics to do work in your organization
GP, Oracle, Lawson, etc.
46. Reporting
Flexible charting web
parts for visualizing
all data
SQL Server base
reporting tables for
flexible surfacing of
data
Central repository
for dashboards as a
natural output
Many ways to report and
surface data