1. Microsoft Office Project 2003: Selling EPM in your Organization Matt Wilson Business Solutions Specialist LMR Solutions

2. Introduction 5 Years in Project Management Microsoft Project specialist for versions 2000/2002/2003 Participated in over 15 EPMS deployments Worked on an award winning EPMS deployment

3. Agenda EPM Overview Top 5 Common mistakes EPM Sales Tools Pain x Power x Vision x Value MSF and Deployment Tips and Tricks Q&A

4. What is EPM? Portfolio Management Resource Management Collaboration & Project Management Corporate Strategy Programs & Initiatives Project Prioritization Resource Allocation Real Time Communication & Data Consistent Project Delivery “A systematic approach to achieving organizational goals” …or “connecting strategy to action”

5. Tools, Technology, Training and Knowledge Transfer Integrated Delivery Framework Programs, Initiatives Investment, Resource and Prioritization Decisions Maximize Resource Utilization Enterprise Resource Management Alignment with Business Objectives Visibility & Decision Support Portfolio Management Corporate Strategy Business Standardization Business Processes & Collaboration Communication & Decision Making Projects, Activities Best Practices & Process Process The EPM Framework

6. Your People Executives Project portfolio management, reporting IT Managers Open, secure systems Project Managers Intuitive project management Resource Managers Skills-based resource management Team Members Use familiar tools to collaborate, report status

7. Your Business Processes… Governance Prioritization Budgeting Human Resources … etc … Initiatives Implement Microsoft Office Project 2003 for the Enterprise Decisions

8. - Corporate Goals and Objectives Executives Finance Sales and Marketing R&D IT / IS Your Organization… Strategic Initiatives HR Development Projects Operational Improvements

9. Top Five Mistakes Executive sponsorship and stakeholders Fail to demonstrate how EPM is strategic Sell functionality and features Skip envisioning and planning Quick and easy deployments

10. Tools 9 Box Exercise Pain x Power x Vision x Value

11. 9 Box

12. Pain Exercise List your biggest challenges – What keeps them up at night? List the reasons Identify how it impacts your business Pain Chain: Explore who else is impacted Identify how they are impacted

13. Power Exercise Connect with Key BDM’s and Stakeholders Confirm/Validate Pains Identify Expectations Explore how these stakeholders are impacted Productivity Impacts Loss of Opportunity Help them create a Vision for corrective action

14. Moving toward Your EPM Vision and Roadmap EPM Vision EPM Vision Business Needs Business Needs EPM Capabilities EPM Capabilities EPM Deployment EPM Deployment EPM Roadmap EPM Roadmap Organizational Capabilities Organizational Capabilities

15. Business Needs/Pains Business Needs/Pains EPM Capabilities EPM Capabilities Organizational Capabilities Organizational Capabilities Challenge or opportunity to change the organizational performance in order to improve business results Current people, processes, technical skills, and competencies that deliver value to company stakeholders Functional capabilities that enable and support your business processes (i.e., creation of task, definition of resources, definition of enterprise variables) Inputs to your EPM Vision and Roadmap

16. Vision Workshop Outputs EPM Roadmap EPM Roadmap EPM Vision EPM Vision Realistic understanding of EPM capabilities relative to the business needs and organizational capabilities of your company. Integrated project plan that includes the processes to be improved through EPM functional capabilities, skills, and knowledge transfer.

17. Value of Envisioning Builds agreement/buy-in and ownership at all levels Helps you set the proper expectations for deployment for all stakeholders Enables the organization to envision this benefits of EPM Helps you determine your level of organizational ‘Readiness’

18. Value Exercise Quantify impacts Get your sponsors to think about the financial impacts of the ‘As-Is’ vs. ‘To-Be’ Define Success Criteria Quantify ROI

19. Deployment Process Document Sponsor Goals and Objectives Validate Processes and Training Map Goals and Objectives to Processes and Procedures Setup and Configure Technology Components Establish Business Processes Train Users on Processes and Technology Develop Plan Stabilize Envision MSF Phases Deploy

20. Taking a Staged Approach Proof of Concept Limited Production Pilot Multi-department Rollout Enterprise Rollout Deployment Planning

21. Skill Sets Typical Team Member MSF Role Cluster Team Member Goal Area of Responsibility for the Project 2003 Deployment Business Analyst Product Management Customer satisfaction Understand and articulate the business requirements for the Project 2003 deployment Project Manager Program Management Deliver solution within constraints Deliver the Project 2003 solution within an acceptable timeframe and budget, prioritizing scope and negotiating trade-offs as needed Developer/ Systems Integrator Development Construct and configure systems to specifications Build a technically sound Project 2003 solution to meet the business requirements TesterTesting Test the system and document all known issues Validate the translation of the business requirements into the technical solution; test for correctness and robustness of the solution Trainer User Experience Train all users Engage end-users to reflect their needs in the Project 2003 solution; prepare to ensure its successful deployment

22. Tips and Tricks Demonstrate how features solve business issues Get executive sponsorship early on through Envisioning Set the right expectations for deployment Keep it Simple – Get the ‘Low hanging fruit’ and establish quick wins

23. Resources Qualified Microsoft Partner Resources Envisioning and Planning Services PM Maturity Assessment Services EPM Readiness™ Services Implementation Roadmaps Deep skill sets and experience with EPM Best of Breed Solutions and Practices

24. Job Opportunities We’re growing and always looking for project managers with Microsoft Project Experience Send an email to: info@lmrsolutions.com

25. Questions?