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OFC 421 Project Portfolio Server 2007 提供决策依据

OFC 421 Project Portfolio Server 2007 提供决策依据. 课程内容概述. 介绍微软即将推出的 Microsoft Project Portfolio Server 2007 主要功能及特点 最适用的听众为企业或组织的项目战略办公室或者 IT 部门 听众应该具备一定的项目管理专业知识 听众具有一定时间的实际的项目管理经验 预备知识：项目组合管理理论、 Microsoft Project 客户端软件使用经验. 课程内容安排. 项目组合管理在组织中的应用 Microsoft Project Portfolio Server 简介

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OFC 421 Project Portfolio Server 2007 提供决策依据

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  1. OFC 421Project Portfolio Server 2007 提供决策依据

  2. 课程内容概述 • 介绍微软即将推出的Microsoft Project Portfolio Server 2007 主要功能及特点 • 最适用的听众为企业或组织的项目战略办公室或者IT部门 • 听众应该具备一定的项目管理专业知识 • 听众具有一定时间的实际的项目管理经验 • 预备知识：项目组合管理理论、Microsoft Project客户端软件使用经验

  3. 课程内容安排 • 项目组合管理在组织中的应用 • Microsoft Project Portfolio Server 简介 • Microsoft Project Portfolio Server 功能演示 • 总结 • Q&A

  4. 项目组合管理在企业中的应用

  5. 项目组合管理在企业中的应用 • 项目组合管理概念 • 项目组合管理与项目管理的区别

  6. 企业项目管理环境分析 项目投资与战略一致性 一致 60% 不一致 40% 项目表现 项目成功 28% 项目失败 72%

  7. 项目组合管理 • 项目组合管理是按照设定的统一标准选择符合企业战略发展需要的项目，并在项目执行过程中对所有项目的成本、进度、风险、收益等要素进行严格的动态监控，有效分配企业的有限资源，以保证通过项目的运作实现组织的战略目标。 • 项目组合管理采取的是自上而下的管理方式，即先确定企业的战略目标，优先选择符合企业战略目标的项目，在企业的资金和资源能力范围有效执行项目。

  8. 项目组合管理流程 • 项目组合 • 当前项目 • 新项目 • 积压项目 战略规划 目标制定 投资机会 • 项目组合管理 • 成本/收益 • 风险/进度 • 战略一致性 • 投资组合的平衡性 项目选择/控制 项目组管理/项目管理

  9. 项目组合管理图例

  10. 项目组合管理与项目管理的区别

  11. 美国PMI公布的 组织项目管理成熟度模型

  12. 项目组合管理 • 立足于长远和宏观 • 考虑组织的核心竞争力 • 目标是战略规划的形成和实施 • 项目管理 • 立足与一定的时期和微观 • 解决微观经济活动的运营问题 • 确保项目目标的实现并使客户满意 • 是保证战略规划成功实施的有效方法

  13. Microsoft Project Portfolio Server 2007 简介

  14. MS PPM Solution 架构图 Project Portfolio Server Portfolio Management & Governance Project Team Member Project Mgr & Resource Mgr Centrally Store Project, Resources, and Reporting Project Documents, Issues & Risks Line of Business Systems

  15. Microsoft Project Portfolio Server 2007 简介 • 产品来由 • 业务特点 • 技术架构

  16. Microsoft Project Portfolio Server 2007 简介－产品来由 • 在以往微软的EPM解决方案中，项目组合管理功能不足够强大 • UMT Portfolio manager 是一套纯粹的项目组合管理工具，由UMT公司经过超过15年的积累而研发 • 与微软以往的EPM形成强大的互补关系 • 两者的融合成为历史的必然，并必定创造新的历史

  17. Successful Organizations Utilize Both Disciplines PORTFOLIO MGT, Portfolio GovernanceBusiness Case Dev Benefits Forecasting Prioritization / Valuation Portfolio Optimization Adv Portfolio Analytics Capacity Planning Project Portfolio Mgt answers the following questions:  Have I selected the right investments?  Do the investments align with the strategic objectives?  Do I have sufficient resources to deliver the selected investments?  Will the investments be delivered on time and within budget?  Are my investments delivering the forecasted benefits? Portfolio Reporting Benefits Realization PROJECT MGT. Project Planning Cost Management Resource Management Time Reporting Change Management Issue Management Project Reporting Collaboration

  18. Microsoft Project Portfolio Server 2007 简介－业务特点 • 使组织的项目管理过程规范化与自动化，使得项目过程受控 • 在企业的范围内，使得业务与IT的投资能够统一，从而提高企业管理可视性和洞察力 • 在有竞争的投资中间通过多维度来客观评估和排定优先级 • 优化预算使用效率，选择与企业战略最匹配的投资

  19. Executives Resource Managers Team Members Project Managers 紧密的整合与 Microsoft Office Project Server The UMT Portfolio Manager 3.3 Server integrates with the Microsoft Office Project Server to provide organizations with an end-to-end Project Portfolio Management solution Executives Portfolio Analysts Project Managers Application Managers Line of Business Systems

  20. EPM Solution PPM 生命周期 & 技术架构 Create Select Manage Plan Gov Phases: Portfolio Prioritization Complete Project Request Form Detailed Planning Portfolio Tracking 1st Review 2nd Review 1 Strategic Value 1 Develop Project Plan 1 Change Request Mgt 2 Financial Value 2 Assign Named Resources 2 Status Reporting 3 Risk Value 3 Define Inter-dependencies 3 Portfolio Re-Optimization PPM Lifecycle Steps: Business Case Development Portfolio Optimization 1 Resource Requirements Project Tracking 2 Cost Estimates Project Tracking 1 Charting Analysis 1 Final Approval Baseline 3 Benefit Forecasts Resource Mgt 2 Constraint Analysis 2 4 Strategic Alignment Assessment Time Reporting 3 Adv Portfolio Analytics 3 Completed 5 Risk Assessment Issues & Risk Mgt 4 Portfolio Selection 6 Phase & Milestone Planning Document Mgt 5 Team Collaboration 6 Microsoft EPM Solution: Portfolio Optimizer Portfolio Builder Portfolio Dashboard

  21. Microsoft Project Portfolio Server 2007 功能演示

  22. 项目组合创建器Create: Business Case Development Capture all project requests within a central repository and define business case templates to standardize the data collection across the organization. 1 Pre-defined workflows ensure the projects are subjected to the appropriate governance controls throughout their lifecycle (i.e. proposal to post-implementation). 2 Capture Project Requests / Ideas Governance Workflow

  23. 项目组合优化Select: Portfolio Prioritization Use proven techniques to define and prioritize business drivers Assess the impact of each project request against the prioritized business drivers Business Drivers 4 3 Projects Strategic Impact Assessment Prioritize Business Drivers Analyze the project portfolio before attempting to make funding decisions Derive a priority score to evaluate each project request (i.e. Strategic Value, Financial Value, Risk) 6 5 L - Priority - H Prioritize Projects Investment Maps Cost

  24. 项目组合优化Select: Portfolio Optimization & Advanced Analytics Benchmark the selected portfolio against the Efficient Frontier 8 Utilize sophisticated optimization algorithms to maximize the portfolio’s strategic value under varying budget constraints (i.e. cost, resource etc.) 7 Efficient Frontier Modeling Calculate and communicate the selected portfolio’s alignment with the organization’s strategic priorities 9 ‘What If’ Analysis Business Alignment Analysis

  25. 项目组合视图Manage: Track & Measure the Portfolio Performance Create real-time project and portfolio performance scorecards to ensure Executives and PMO’s gain visibility, insight and control across project portfolios within the organization. Automatically drill down to the project to view periodic status reports. 10 11 Portfolio Scorecard Project Status Report Utilize intuitive generators to define and publish report templates to standardize and streamline the reporting process across the organization. 12 Portfolio Reporting

  26. Microsoft Project Portfolio Server 2007

  27. 总结

  28. EPM Solution PPM Process & Architecture Create Select Manage Plan Gov Phases: Portfolio Prioritization Complete Project Request Form Detailed Planning Portfolio Tracking 1st Review 2nd Review 1 Strategic Value 1 Develop Project Plan 1 Change Request Mgt 2 Financial Value 2 Assign Named Resources 2 Status Reporting 3 Risk Value 3 Define Inter-dependencies 3 Portfolio Re-Optimization PPM Lifecycle Steps: Business Case Development Portfolio Optimization 1 Resource Requirements Project Tracking 2 Cost Estimates Project Tracking 1 Charting Analysis 1 Final Approval Baseline 3 Benefit Forecasts Resource Mgt 2 Constraint Analysis 2 4 Strategic Alignment Assessment Time Reporting 3 Adv Portfolio Analytics 3 Completed 5 Risk Assessment Issues & Risk Mgt 4 Portfolio Selection 6 Phase & Milestone Planning Document Mgt 5 Team Collaboration 6 Microsoft EPM Solution: Portfolio Optimizer Portfolio Builder Portfolio Dashboard

  29. 控制能力: Portfolio Optimization Led to Gains of $137mm EBIT, 24% Strategic Value for Same Budget 1 2 3 2 3 1 Strategic Value Gain = 24% EBIT Increase = $137 MM

  30. Q&A

  31. http://highfar.mypm.net

  32. 填反馈表

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