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OFC421

ProjectPortfolioServer2007提供决策依据

课程内容概述介绍微软即将推出的MicrosoftProjectPortfolioServer2007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、MicrosoftProject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MicrosoftProjectPortfolioServer简介MicrosoftProjectPortfolioServer功能演示总结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国PMI公布布的的组织织项项目目管管理理成成熟熟度度模模型型项目目组组合合管管理理立足足于于长长远远和和宏宏观观考虑虑组组织织的的核核心心竞竞争争力力目标标是是战战略略规规划划的的形形成成和和实实施施项目目管管理理立足足与与一一定定的的时时期期和和微微观观解决决微微观观经经济济活活动动的的运运营营问问题题确保保项项目目目目标标的的实实现现并并使使客客户户满满意意是保保证证战战略略规规划划成成功功实实施施的的有有效效方方法法MicrosoftProjectPortfolioServer2007简介介ProjectDocuments,Issues&RisksCentrallyStoreProject,Resources,andReportingLineofBusinessSystemsProjectTeamMemberProjectMgr&ResourceMgrPortfolioManagement&GovernanceMSPPMSolution架构构图图ProjectPortfolioServerMicrosoftProjectPortfolioServer2007简介介产品品来来由由业务务特特点点技术术架架构构MicrosoftProjectPortfolioServer2007简介介－－产产品品来来由由在以以往往微微软软的的EPM解决决方方案案中中，，项项目目组组合合管管理理功功能能不不足足够够强强大大UMTPortfoliomanager是一一套套纯纯粹粹的的项项目目组组合合管管理理工工具具，，由由UMT公司司经经过过超超过过15年的的积积累累而而研研发发与微微软软以以往往的的EPM形成成强强大大的的互互补补关关系系两者的融融合成为为历史的的必然，，并必定定创造新新的历史史PortfolioReportingBenefitsRealizationSuccessfulOrganizationsUtilizeBothDisciplinesHaveIselectedtherightinvestments?Dotheinvestmentsalignwiththestrategicobjectives?DoIhavesufficientresourcestodelivertheselectedinvestments?Aremyinvestmentsdeliveringtheforecastedbenefits?Willtheinvestmentsbedeliveredontimeandwithinbudget?ProjectPortfolioMgtanswersthefollowingquestions:PROJECTMGT.ProjectPlanningCostManagementResourceManagementTimeReportingChangeManagementIssueManagementProjectReportingCollaborationPORTFOLIOMGT,PortfolioGovernance

BusinessCaseDevBenefitsForecastingPrioritization/ValuationPortfolioOptimizationAdvPortfolioAnalyticsCapacityPlanningMicrosoftProjectPortfolioServer2007简介－业业务特点点使组织的的项目管管理过程程规范化化与自动动化，使使得项目目过程受受控在企业的的范围内内，使得得业务与与IT的投资能能够统一一，从而而提高企企业管理理可视性性和洞察察力在有竞争争的投资资中间通通过多维维度来客客观评估估和排定定优先级级优化预算算使用效效率，选选择与企企业战略略最匹配配的投资资紧密的整整合与MicrosoftOfficeProjectServerLineofBusinessSystemsExecutivesPortfolioAnalystsProjectManagersApplicationManagersTheUMTPortfolioManager3.3ServerintegrateswiththeMicrosoftOfficeProjectServertoprovideorganizationswithanend-to-endProjectPortfolioManagementsolutionProjectManagersExecutivesResourceManagersTeamMembersCreateSelectPlanManagePPMLifecycleSteps:GovPhases:EPMSolutionPPM生命周期期&技术架构构FinalApprovalBaselineMicrosoftEPMSolution:PortfolioDashboardPortfolioOptimizerPortfolioBuilderCompleteProjectRequestForm1stReview2ndReviewResourceRequirementsBusinessCaseDevelopmentCostEstimatesRiskAssessmentPhase&MilestonePlanningStrategicAlignmentAssessment21456BenefitForecasts3PortfolioPrioritizationStrategicValueFinancialValueRiskValuePortfolioOptimizationChartingAnalysisConstraintAnalysisAdvPortfolioAnalytics123123PortfolioSelectionDetailedPlanningDevelopProjectPlanAssignNamedResourcesDefineInter-dependencies123ProjectTrackingProjectTrackingTimeReporting13Issues&RiskMgtDocumentMgt45TeamCollaboration6ResourceMgt2PortfolioTrackingChangeRequestMgtStatusReportingPortfolioRe-Optimization123CompletedMicrosoftProjectPortfolioServer2007功能演示示Pre-definedworkflowsensuretheprojectsaresubjectedtotheappropriategovernancecontrolsthroughouttheirlifecycle(posaltopost-implementation).Captureallprojectrequestswithinacentralrepositoryanddefinebusinesscasetemplatestostandardizethedatacollectionacrosstheorganization.CaptureProjectRequests/Ideas12GovernanceWorkflow项目组合合创建器器Create:BusinessCaseDevelopmentUseproventechniquestodefineandprioritizebusinessdriversDeriveapriorityscoretoevaluateeachprojectrequest(i.e.StrategicValue,FinancialValue,Risk)PrioritizeBusinessDriversPrioritizeProjects3AssesstheimpactofeachprojectrequestagainsttheprioritizedbusinessdriversStrategicImpactAssessmentBusinessDriversProjects45Analyzetheprojectportfoliobeforeattemptingtomakefundingdecisions6CostL-Priority-HInvestmentMaps项目组组合优优化Select:PortfolioPrioritization798Utilizesophisticatedoptimizationalgorithmstomaximizetheportfolio’sstrategicvalueundervaryingbudgetconstraints(i.e.cost,resourceetc.)‘WhatIf’AnalysisEfficientFrontierModelingBusinessAlignmentAnalysisBenchmarktheselectedportfolioagainsttheEfficientFrontierCalculateandcommunicatetheselectedportfolio’’salignmentwiththeorganization’’sstrategicpriorities项目组组合优优化Select:PortfolioOptimization&AdvancedAnalytics1112Createreal-timeprojectandportfolioperformancescorecardstoensureExecutivesandPMO’’sgainvisibility,insightandcontrolacrossprojectportfolioswithintheorganization.Automaticallydrilldowntotheprojecttoviewperiodicstatusreports.ProjectStatusReportPortfolioScorecard10项目组组合视视图Manage:Track&MeasurethePortfolioPerformancePortfolioReportingUtilizeintuitivegeneratorstodefineandpublishreporttemplatestostandardizeandstreamlinethereportingprocessacrosstheorganization.MicrosoftProjectPortfolioServer2007总结CreateSelectPlanManagePPMLifecycleSteps:GovPhases:EPMSolutionPPMProcess&ArchitectureFinalApprovalBaselineMicrosoftEPMSolution:PortfolioDashboardPortfolioOptimizerPortfolioBuilderCompleteProjectRequestForm1stReview2ndReviewResourceRequirementsBusinessCaseDevelopmentCostEstimatesRiskAssessmentPhase&MilestonePlanningStrategicAlignmentAssessment21456BenefitForecasts3PortfolioPrioritizationStrategicValueFinancialValueRiskValuePo