提供决策依据-Slide1

1、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Microsoft Project Portfolio Server 功能

2、演示总结Q&A项目组合管理在企业中的应用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%项目表现项目失败 72%项目成功 28%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。 项目组合管理流程战略规划目标

3、制定投资机会 项目组合 当前项目 新项目 积压项目 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/项目管理项目组合管理图例项目组合管理与项目管理的区别美国PMI公布的组织项目管理成熟度模型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解决方案中，项目组合管理

5、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

8、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 紧密的整合与 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项目组合创建器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项目组合优化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项目组合优化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项目组合视图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 & ArchitectureFinal ApprovalBaselineMicrosoft EPM Solution:Portfolio DashboardPortfolio OptimizerPortfolio BuilderCompleteProject Request Form1st Review2nd ReviewResource RequirementsBusiness Case DevelopmentCost EstimatesRisk AssessmentPhase & Milestone PlanningStrategic Alignment Assessment21456B