Microsoft and Project Management Institute (PMI) have selected our client, the Department of Treasury, as a Microsoft PMicrosoft PPM (Project Online, Project Server) Implementation Case Study to showcase at the PMI Global Congress. In this Microsoft PPM Customer Case Study presentation slides, you will gain valuable insights about the client's Microsoft Project Server migration and implementation journey at its enterprise PMO, including success factors and lessons-learned.
PMO Mixology: Right Mix of Appetite, People, and Tools
1.
2. PMO Mixology: Right Mix of
Appetite, People, and Tools
How Leveraging Microsoft PPM for Project and
Portfolio Management Increased PMO Value
Microsoft Project Presents
4. A user added every 20 seconds Used in over 10,000 organizations Leader in various analyst reports
THANK YOU!
Over 20 million users of Project…
5. A STRONG DECADE OF INNOVATIONS
A C C E L E R AT E D VA L U E
D E L I V E R Y
S E R V E R R E L E A S E S
E V E R Y 3 Y E A R S
T R A D I T I O N A L D E V E L O P M E N T C Y C L E
I N N O V A T I O N I N T H E C L O U D
C ONSI STENC Y
W I T H OF F I C E
SH A R EPOIN T
I N T EGR A T I ON
C ONSOL I DATED
PPM SOL UT I ON
PPM I N T H E
C L OUD
GETTING STARTED
EXPERIENCE
ODATA IN
SSIS
PROJECT LITE
INCREASED PWA
INSTANCES
SSIS DELTA UPDATES RESOURCE
ENGAGEMENTS
Power BI
Content Pack
Dashboard
iPad App
C UMUL A TIVE
VA L UE ON - PR EM
S E R V E R B U I LT F R O M
C L O U D
C L O U D I N S P I R E D
Time Reporter
Mobile App
6. A PPM solution built on Office 365
PPM
solution
Application
platform
Infrastructure
7. Low Medium High
Ad Hoc Teams
PMO / Executives
and Project
Teams
L E V E L O F C O M P L E X I T Y
T A S K
M A NA G EM ENT
W O R K
M A NA G E M E NT
Individuals
P R O J E C T
P O R T F O L I O
M A NA G E M E NT
User Centric Work & Project Management
9. PMO Mixology: Right Mix of
Appetite, People, and Tools
How Leveraging Microsoft PPM for Project
and Portfolio Management Increased Our
PMO Value
Views expressed in this presentation are those of the speaker(and not necessarily of the Office of Financial Research.)
12. A transparent, efficient, and stable
financial system.
Promote financial stability by
delivering high-quality financial
data, standards, and analysis for
the FSOC and the public.
The Dodd-Frank Wall Street
Reform and Consumer Protection
Act of 2010 established the
Office of Financial Research to
support the Financial Stability
Oversight Council (FSOC), FSOC
member organizations, and the
public.
13. To manage programs, lead the
successful delivery of projects, and
develop associated metrics,
analysis and reporting for the
OFR’s portfolio.
Partnering to drive results that
provide value individually and
collectively
MOTTO
28. Plan on when to deliver
our internal and
external products and
services
29. Provide strategic alignment
and business case:
• Total costs
• Risks
• Constraints
• Dependencies
OFR Project Intake Form – Business Case
General Information
Business Case ID (assigned by PMO) Proposed by
Business Case Name Owner
Proposal Submission
Date
Business Lead
Start Date Research Lead
End Date Technology Lead
Business Case Type Project Manager
Lead Organization Associated Program
Project Description and Objectives
Provide a brief overview of the project. [This should be no more than one paragraph.]
What is the project seeking to accomplish? [This section should be no more than three sentences, but clearly identify
the project’s desired outcome. It should indicate whether it is a direct project or a project to support another project
(e.g., data project to support research or technology project to support the Data Center.)]
Project Description
Provide a brief overview of the project. [This should be no more than one paragraph.]
Project Objectives
What is the project seeking to accomplish? [This section should be no more than three sentences or bullets, but clearly
identify the project’s desired outcome. It should indicate whether it is a direct project or a project to support another
project (e.g., data project to support research or technology project to support the Data Center.)]
Project Deliverables and High Level Milestone Dates
What are the top 5 major milestones for this project, and what are the target dates for reaching those milestones?
(Deliverables should be listed as milestones, in addition to any other relevant progress markers.)
Initial Project Team Members Names
COTR
Data
Tech
Research
Procurement
External Agencies
Others
Key Stakeholders (using OFR Reference Model identify the key stakeholders external to OFR and project’s impact)
Stakeholder Impact
37. OFR Programs
Microsoft PPM
Selection &
Data Migration
Resource Management
Portfolio Management (Prioritization)
PPM PMO Pilot
PPM Office-
wide Rollout
Demand and Capacity Planning
Cost and Budget Capabilities
Metrics, Dashboards, and KPIs
Systems Integration
Governance, Standards &
Processes 2.0
38. “The first rule is to always get the data.
Data rules all. It is an important element in
every negotiation, task, and strategic
initiative. The one who has the most data,
the best understanding of that data, and
the most influential way to present it will
come out ahead.
Rick A. Morris//
Author of Stop Playing Games!
”
43. Support the
project lifecycle
and capacity to
add workflow for
project governance
and approval
Pre-Initiation Initiation
Planning &
Analysis
Execution
& Control
Close Out
Benefits
Realization
Governance Review
Governance
Reviews QuarterlyGovernance Review
Governance Review
46. Portfolio Major Deliverables
Program Work Effort Name
Effort
Status Start Finish Deliverable Due Date
Program A Project A Active 5/1/2015 10/1/2017 Service X 6/15/2016
Project A Active 5/2/2015 10/2/2017 Product B 9/1/2017
Project B Proposed 10/1/2016 9/1/2018 System A 5/15/2018
Major Activity A Active 7/5/2016 9/3/2016 Paper A 9/30/2016
Major Activity B Active 7/16/2016 11/5/2016 Briefing B 11/1/2016
BAU A Active 8/9/2015 9/17/2018 Release 1.5 10/1/2016
Generate
deliverables and
release dates to
support external
stakeholder
management
47. Capture and analyze
resource data to inform
resource decisions and
work force planning
0 5 10 15 20 25 30
Program A
Program B
Program C
Program D
Program E
Program F
Program G
Program H
# Resources
Programs
Programs Named/Generic Resources
Named Generic
50. Resource Management
Portfolio Management (Prioritization)
Demand and Capacity Planning
Cost and Budget Capabilities
Metrics, Dashboards, and KPIs
Systems Integration
55. Insights for everyone
Include a formal user acceptance test team
Improve gathering of requirements
Formulate metrics up front
Understand the performance and system overhead up
front
Understand the integration of our existing environment
and security protocols up front