1. EPM: Who, What, Why and How?
February 2014

2. Quick Facts
About Us
Approach
Partnerships
• 24th Year
• Vendor
Independent
• Microsoft Gold
• Grand Rapids &
Detroit
• Non-reseller
• 30 Staff
• Professional
Services Only
• VMware
Enterprise
• Citrix Silver
• Cisco Premier
• Novell Gold

3. Microsoft Gold Partner
Competencie
s
Successes
Pinpoint

4. Expertise
Infrastructure
Collaboration
Project
Management
• Microsoft System
Center
• Microsoft
SharePoint
• Project
Management
• Virtualization
• Development
• IT and Project
Planning
Unified
Communications
• Microsoft Lync
• Microsoft Exchange
• Cloud Computing
• User Interface &
User Experience
• Security
• Business
Intelligence
• Enterprise Project
Management
• Project
Management Office
• Enterprise Voice
• Communication
Enabled Business
Process
Mobility
• Policy
Development
Infrastructure
• Mobile Device
Management
• Application
Development

5. Collaboration and Feedback
We love questions and we love
seeing you! If you have a camera,
turn it on.
Collaboration and Feedback
Collateral is uploaded to the meeting.
Click Ctrl+F or the paperclip in the upper right.
We’ll ask for your feedback
immediately following this event.

6. Get Social with C/D/H
cdhtalkstech.co
m
@cdhtweetstech
/company/cdh
/cdhtech

7. Your Presenter
Doug MacNEIL
Consultant
PhDc | PMP | MCITP:EPM
MCT | MCTS | MOS | CNE
DougM@cdh.com

8. Agenda
• Enterprise Project Management (EPM)
– Background
– Breakdown
• Considering EPM tools
• Selection process of EPM
• Q&A – 15 minutes

9. C/D/H Project Management Expertise
C/D/H Project Management Group
–
–
–
–
Three active members
PMI certified
Microsoft certified
Experienced in multiple project management
tools and methodologies
– Experienced in PMO development and
operations

11. What is a project?
―A project is a temporary endeavor undertaken to
create a unique product service or result.‖
Source: (2009) A guide to the project management body of knowledge
(PMBOK guide).Newtown Square, Pa. : Project Management Institute, Inc.,

12. Why Project Management
Project and portfolio management helps
organizations gain visibility and control
across all work. This enhances decisionmaking, improves alignment with business
strategy, maximizes resource utilization, and
enhances project execution

13. You Might be a Project Manager If…
If you're 6 months late on a milestone due
next week, but really believe you can make
it…you just might be a project manager.
(Apologies to Jeff Foxworthy)

14. EPM vs. PM
• What is the difference between Enterprise
Project Management and Project
Management?

15. What is Project Management?
• Project management is the process and
activity of planning, organizing, motivating,
and controlling resources to achieve
specific goals.
Source: Project management. (2014, 02 08). Retrieved from
http://en.wikipedia.org/wiki/Project_management

16. What is Project Management?
The application of knowledge, skills and
techniques to execute projects effectively and
efficiently. It’s a strategic competency for
organizations, enabling them to tie project results
to business goals — and thus, better compete in
their markets.
Source: (2009) A guide to the project management body of knowledge
(PMBOK guide).Newtown Square, Pa. : Project Management Institute, Inc.,

17. What is Enterprise Project
Management?
Enterprise Project Management is a way of thinking,
communicating and working, supported by an
information system that organizes enterprise's
resources in a direct relationship to the leadership's
vision and the mission, strategy, goals and
objectives that move the organization forward.
Simply put, EPM provides a 360 degree view of the
organization's collective efforts.
Source: Enterprise project management. (2013, 12 21). Retrieved from
http://en.wikipedia.org/wiki/Enterprise_project_management

18. What is Enterprise Project
Management?
Enterprise Project Management
Demand
Management
Portfolio
Selection
Work
Planning
Collaboration
& Reporting

19. Enterprise Project Management
• What is the difference between EPM and
PM?
– EPM provides a more complete view of the
organization's combined efforts.
– PM gives a detailed view of a specific project
– It’s all about perspective…

20. Enterprise Project Management

21. Enterprise Project Management

22. Enterprise Project Management

23. Enterprise Project Management
One belief is that EPM is a software tool that
helps plan and implement all projects within
an organization.
Enterprise project management, as implied
by the name, is an enterprise view of all
project management activities and how
these activities contribute to the success of
the organization.
Source: Ireland, L. (2004). Enterprise project management: A strategic
view.

24. Enterprise Project Management
Enterprise project management seeks to
adopt a common, systematic, organizationwide approach to project management in a
multi-project context.
Source: Michael Young, Jill Owen, James Connor,
(2011) "Whole of enterprise portfolio management: A
case study of NSW Government and Sydney Water
Corporation", International Journal of Managing
Projects in Business, Vol. 4 Iss: 3, pp.412 - 435

25. Today
What do YOU use for Enterprise Project
Management now?

26. Project Management ???

27. EPM Software
Enterprise Project Management software is
designed to track the development of
projects, providing project managers and
other team members a single access point
for all the relevant information on any given
project, and/or a collective view of all
projects.

28. EPM Software
• Approximately 500 different EPM
software packages are available today
• These range from free shareware to
software costing thousands of dollars

29. EPM Software

30. EPM Software

31. EPM Software

32. Selection Considerations
•
•
•
•
•
•
General
Projects
Features
Methodology
Reporting
Care and Feeding (Support and
Maintenance)

33. Selection Considerations - General
• Cost
– Structure
– Amount
• Integration
– E-mail
– LOB software
– Other applications
• Client
– Windows
– iOS
– Android
• Brand
• Training
– Availability
– End user’s vs. PM’s
– Vendor vs 3rd party

34. Selection Considerations – General cont’d
• Ease of use
• PMO vs. end user
• Volume
– Number of users
– Number of projects
• Deployment
– On premises
– Cloud/Hosted

35. Selection Considerations - Projects
• Nature of Projects
• Emphasis
– Project
– Portfolio

36. Selection Considerations - Features
• Time reporting and management
• Resource management and planning
• Automation
– Workflows
• Strategic planning capabilities
• Risk and issue management
• Document management

37. Selection Considerations - Methodology
• What is your methodology?
– Agile
– Structured analysis
– Hybrid
– We have none

38. Selection Considerations - Reporting
• Report development
– Internal tools
– External tools
• SQL
• Excel
• Others
• Report presentation (how to share
information)

39. Selection Considerations – Support &
Maintenance
• Depends on approach
– On Premises or Cloud

40. Advantages of the EPM Solution
Align all work with your
strategic objectives
Scale to support distributed
organizations
Enable faster and
broader adoption
Easily integrate and
automate your processes

41. Q & A Session

42. Get the Slide Deck / Recording
We upload all of our
presentations and
recordings to our
website.
We’ll send you an email
within the next week
containing the details
on downloading the
slide deck and
recording.

43. Please Complete an Evaluation
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Take a few minutes to complete our
survey / evaluation to receive a $5
Starbucks Gift Card
Click the link in the Chat Window for the Online Survey

44. Upcoming Events
February 26
5 Myths About Office 365 for
Credit Unions & Banks Webinar
C/D/H Grand Rapids, Southfield, Online
March 19/20
Lync vs. Lync Online seminar
C/D/H Grand Rapids, Southfield
April 23/24
It’s 2014: Does it make sense to
host email anymore
C/D/H Grand Rapids and C/D/H Detroit
visit www.cdh.com/events for more information

45. Thank You
cdh.com