提供决策依据ppt课件

1、OFC 421 Project Portfolio Server 2007 提供决策根据课程内容概述引见微软即将推出的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工程战略办公室或者IT部门听众应该具备一定的工程管理专业知识听众具有一定时间的实践的工程管理阅历预备知识：工程组合管理实际、Microsoft Project客户端软件运用阅历课程内容安排工程组合管理在组织中的运用Microsoft Project Portfolio Server 简介Microsoft Project Portfolio Server 功能

2、演示总结Q&A工程组合管理在企业中的运用工程组合管理在企业中的运用工程组合管理概念工程组合管理与工程管理的区别企业工程管理环境分析工程投资与战略一致性一致 60%不一致 40%工程表现工程失败 72%工程胜利 28%工程组合管理工程组合管理是按照设定的一致规范选择符合企业战略开展需求的工程，并在工程执行过程中对一切工程的本钱、进度、风险、收益等要素进展严厉的动态监控，有效分配企业的有限资源，以保证经过工程的运作实现组织的战略目的。工程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的，优先选择符合企业战略目的的工程，在企业的资金和资源才干范围有效执行工程。 工程组合管理流程战略规划目的

3、制定投资时机 工程组合 当前工程 新工程 积压工程 工程组合管理本钱/收益风险/进度战略一致性投资组合的平衡性工程选择/控制工程组管理/工程管理工程组合管理图例工程组合管理与工程管理的区别美国PMI公布的组织工程管理成熟度模型工程组合管理立足于长久和宏观思索组织的中心竞争力目的是战略规划的构成和实施工程管理立足与一定的时期和微观处理微观经济活动的运营问题确保工程目的的实现并使客户称心是保证战略规划胜利实施的有效方法Microsoft Project Portfolio Server 2007 简介Project Documents, Issues & Risks Centrally Store

4、 Project, Resources, and ReportingLine of Business SystemsProject Team MemberProject Mgr & Resource MgrPortfolio Management & GovernanceMS PPM Solution 架构图Project Portfolio ServerMicrosoft Project Portfolio Server 2007 简介产品来由业务特点技术架构Microsoft Project Portfolio Server 2007 简介产品来由在以往微软的EPM处理方案中，工程组合管理

5、功能缺乏够强大UMT Portfolio manager 是一套纯粹的工程组合管理工具，由UMT公司经过超越15年的积累而研发与微软以往的EPM构成强大的互补关系两者的交融成为历史的必然，并必定发明新的历史Portfolio ReportingBenefits RealizationSuccessful Organizations Utilize Both DisciplinesHave I selected the right investments?Do the investments align with the strategic objectives?Do I have suffic

6、ient resources to deliver the selected investments?Are my investments delivering the forecasted benefits?Will the investments be delivered on time and within budget?Project Portfolio Mgt answers the following questions:PROJECT MGT.Project PlanningCost ManagementResource ManagementTime ReportingChang

7、e ManagementIssue ManagementProject ReportingCollaborationPORTFOLIO MGT,Portfolio GovernanceBusiness Case DevBenefits ForecastingPrioritization / ValuationPortfolio OptimizationAdv Portfolio AnalyticsCapacity PlanningMicrosoft Project Portfolio Server 2007 简介业务特点使组织的工程管理过程规范化与自动化，使得工程过程受控在企业的范围内，使得业

8、务与IT的投资可以一致，从而提高企业管理可视性和洞察力 在有竞争的投资中间经过多维度来客观评价和排定优先级优化预算运用效率，选择与企业战略最匹配的投资 严密的整合与 Microsoft Office Project ServerLine of Business SystemsExecutives Portfolio AnalystsProject ManagersApplication ManagersThe UMT Portfolio Manager 3.3 Server integrates with the Microsoft Office Project Server to provi

9、de organizations with an end-to-end Project Portfolio Management solutionProject ManagersExecutives Resource ManagersTeam MembersCreateSelectPlanManagePPMLifecycle Steps:Gov Phases:EPM Solution PPM 生命周期 & 技术架构Final ApprovalBaselineMicrosoft EPM Solution:Portfolio DashboardPortfolio OptimizerPortfoli

10、o BuilderCompleteProject Request Form1st Review2nd ReviewResource RequirementsBusiness Case DevelopmentCost EstimatesRisk AssessmentPhase & Milestone PlanningStrategic Alignment Assessment21456Benefit Forecasts3Portfolio PrioritizationStrategic ValueFinancial ValueRisk ValuePortfolio OptimizationCha

11、rting AnalysisConstraint AnalysisAdv Portfolio Analytics123123Portfolio SelectionDetailed PlanningDevelop Project PlanAssign Named ResourcesDefine Inter-dependencies123Project TrackingProject TrackingTime Reporting13Issues & Risk MgtDocument Mgt 45Team Collaboration 6Resource Mgt2Portfolio TrackingC

12、hange Request MgtStatus ReportingPortfolio Re-Optimization123CompletedMicrosoft Project Portfolio Server 2007 功能演示Pre-defined workflows ensure the projects are subjected to the appropriate governance controls throughout their lifecycle (i.e. proposal to post-implementation).Capture all project reque

13、sts within a central repository and define business case templates to standardize the data collection across the organization.Capture Project Requests / Ideas12Governance Workflow工程组合创建器Create: Business Case Development Use proven techniques to define and prioritize business driversDerive a priority

14、 score to evaluate each project request (i.e. Strategic Value, Financial Value, Risk) Prioritize Business DriversPrioritize Projects3Assess the impact of each project request against the prioritized business driversStrategic Impact AssessmentBusiness DriversProjects 45Analyze the project portfolio b

15、efore attempting to make funding decisions6CostL - Priority - HInvestment Maps工程组合优化Select: Portfolio Prioritization 798Utilize sophisticated optimization algorithms to maximize the portfolios strategic value under varying budget constraints (i.e. cost, resource etc.)What If AnalysisEfficient Fronti

16、er ModelingBusiness Alignment AnalysisBenchmark the selected portfolio against the Efficient FrontierCalculate and communicate the selected portfolios alignment with the organizations strategic priorities工程组合优化Select: Portfolio Optimization & Advanced Analytics 1112Create real-time project and portf

17、olio performance scorecards to ensure Executives and PMOs gain visibility, insight and control across project portfolios within the organization. Automatically drill down to the project to view periodic status reports.Project Status ReportPortfolio Scorecard10工程组合视图Manage: Track & Measure the Portfo

18、lio PerformancePortfolio ReportingUtilize intuitive generators to define and publish report templates to standardize and streamline the reporting process across the organization. Microsoft Project Portfolio Server 2007总结CreateSelectPlanManagePPMLifecycle Steps:Gov Phases:EPM Solution PPM Process & A

19、rchitectureFinal ApprovalBaselineMicrosoft EPM Solution:Portfolio DashboardPortfolio OptimizerPortfolio BuilderCompleteProject Request Form1st Review2nd ReviewResource RequirementsBusiness Case DevelopmentCost EstimatesRisk AssessmentPhase & Milestone PlanningStrategic Alignment Assessment21456Benefit Forecasts3Portfolio PrioritizationStrategic ValueFinancial ValueRisk ValuePortfolio OptimizationCharting AnalysisC